Fund HoldingsPENINSULA ASSET MANAGEMENT INC

Total Portfolio Value
$181.87M
Total Bought
$9.01M
Total Sold
$8.98M
Net Transaction
+$31.8K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)51,41651,946+5308,81710,9416.02%+2,124
ALPHABET INC(GOOG)27,96528,240+2754,2215,1442.83%+923
WALMART INC(WMT)62,58064,220+1,6403,7654,3482.39%+583
NEXTERA ENERGY INC(NEE)65,40067,115+1,7154,1804,7522.61%+573
MICROSOFT CORP(MSFT)17,80818,013+2057,4928,0514.43%+559
ISHARES TR01,007+1,00705510.30%+551
S&P GLOBAL INC(SPGI)18,27818,623+3457,7768,3064.57%+529
AFLAC INC(AFL)63,17563,815+6405,4245,6993.13%+275
ECOLAB INC(ECL)20,25020,365+1154,6764,8472.66%+171
CINTAS CORP(CTAS)13,93913,909-309,5779,7405.36%+163
INVESCO QQQ TR1,3161,386+705846640.37%+80
ROPER TECHNOLOGIES INC(ROP)7,6117,649+384,2694,3112.37%+43
SOUTHERN CO(SO)7,1907,090-1005165500.30%+34
EXXON MOBIL CORP23,40523,850+4452,7212,7461.51%+25
COLGATE PALMOLIVE CO(CL)2,4002,40002162330.13%+17
PROCTER AND GAMBLE CO(PG)5,1225,12208318450.46%+14
BERKSHIRE HATHAWAY INC DEL68268202872770.15%-9
JOHNSON & JOHNSON(JNJ)1,7251,650-752732410.13%-32
MCCORMICK & CO INC(MKC)19,77020,480+7101,5191,4530.80%-66
DISNEY WALT CO(DIS)2,8502,825-253492800.15%-68
EMERSON ELEC CO(EMR)44,25044,480+2305,0194,9002.69%-119
SPDR GOLD TR(GLD)1,8681,193-6753842570.14%-128
PEPSICO INC(PEP)24,32424,912+5884,2574,1092.26%-148
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)31,01030,605-4052,2732,0811.14%-192
CINCINNATI FINL CORP(CINF)32,35532,245-1104,0183,8082.09%-209
AUTOMATIC DATA PROCESSING IN23,44823,293-1555,8565,5603.06%-296
BECTON DICKINSON & CO(BDX)17,29217,040-2524,2793,9822.19%-296
ABBOTT LABS29,29029,165-1253,3293,0311.67%-299
STRYKER CORPORATION(SYK)18,97519,020+456,7916,4723.56%-319
HORMEL FOODS CORP(HRL)77,52577,910+3852,7052,3751.31%-329
ISHARES TR107,780107,978+19811,91211,5176.33%-395
SYSCO CORP(SYY)40,00039,880-1203,2472,8471.57%-400
PPG INDS INC(PPG)22,01021,985-253,1892,7681.52%-422
BROWN FORMAN CORP(BF-A)50,15949,006-1,1532,5892,1171.16%-473
SPDR S&P 500 ETF TR(SPY)4,1793,129-1,0502,1861,7030.94%-483
NORDSON CORP(NDSN)14,52514,625+1003,9883,3921.87%-596
WEST PHARMACEUTICAL SVSC INC(WST)9,5859,678+933,7933,1881.75%-605
ALBEMARLE CORP(ALB)18,07517,855-2202,3811,7060.94%-676
GRAINGER W W INC(GWW)6,2766,262-146,3855,6503.11%-735
ISHARES TR333,595332,515-1,08020,26319,45910.70%-804
NUCOR CORP(NUE)22,88022,595-2854,5283,5721.96%-956
SHERWIN WILLIAMS CO(SHW)21,98021,910-707,6346,5393.60%-1,096
LOWES COS INC(LOW)31,73931,139-6008,0856,8653.77%-1,220
Page 1 of 1