account_balance

Investment manager · 13F filer · SEC CIK 1091923

Peninsula Asset Management Inc

Reported value$209Mas of Sep 30, 2026
Positions54 0 new, 0 sold out
Top 10 weight52.1%IJH alone is 11%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IJH iShares Tr 10.8% Held
AAPL Apple Inc. 8.2% Trimmed −2%
IJR iShares Tr 6.8% Held
GOOGL Alphabet Inc. 5.0% HeldMSFT Microsoft Corp 4.6% HeldCTAS Cintas Corp 3.9% HeldGWW W.W. Grainger, Inc. 3.4% HeldSPGI S&P Global Inc. 3.2% HeldAFL Aflac Inc 3.2% HeldSHW Sherwin Williams Co 3.1% HeldNVDA NVIDIA Corp 3.0% HeldEMR Emerson Electric Co 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 12, 2026 filing
add_circleNew

None

arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist