Long-term investor
Peninsula Asset Management Inc. @peninsulaassetmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001091923).
Record
- Tracked since 2025-06-30 (445 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year +8.7% · all +8.7%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IJH · 11.6% · long · since 2025-06-30
- IJR · 7.4% · long · since 2025-06-30
- AAPL · 7.3% · long · since 2025-06-30
- GOOGL · 5.2% · long · since 2025-06-30
- GWW · 3.7% · long · since 2025-06-30
- CTAS · 3.4% · long · since 2025-06-30
- AFL · 3.3% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- SPGI · 3.3% · long · since 2025-06-30
- SHW · 3.2% · long · since 2025-06-30
- WMT · 3.2% · long · since 2025-06-30
- SYK · 3.1% · long · since 2025-06-30