Fund HoldingsPENINSULA ASSET MANAGEMENT INC

Total Portfolio Value
$171.58M
Total Bought
$9.12M
Total Sold
$10.79M
Net Transaction
-$1.67M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR65,35966,064+70516,29718,31010.67%+2,012
ISHARES TR104,174106,150+1,9769,82711,4916.70%+1,664
CINTAS CORP(CTAS)14,07613,989-876,7718,4314.91%+1,660
S&P GLOBAL INC(SPGI)18,42318,368-556,7328,0914.72%+1,360
SHERWIN WILLIAMS CO(SHW)22,06522,040-255,6286,8744.01%+1,247
APPLE INC(AAPL)52,51652,494-228,99110,1075.89%+1,115
MICROSOFT CORP(MSFT)17,75217,802+505,6056,6943.90%+1,089
GRAINGER W W INC(GWW)6,2586,261+34,3305,1883.02%+859
ECOLAB INC(ECL)20,46020,480+203,4664,0622.37%+596
NORDSON CORP(NDSN)14,49514,500+53,2353,8302.23%+595
STRYKER CORPORATION(SYK)18,79018,850+605,1355,6453.29%+510
LOWES COS INC(LOW)31,97431,969-56,6457,1154.15%+469
PPG INDS INC(PPG)22,39522,425+302,9073,3541.95%+447
ROPER TECHNOLOGIES INC(ROP)7,6167,541-753,6884,1112.40%+423
NUCOR CORP(NUE)21,62521,560-653,3813,7522.19%+371
ABBOTT LABS29,55029,365-1852,8623,2321.88%+370
AFLAC INC(AFL)63,48563,355-1304,8725,2273.05%+354
ALPHABET INC(GOOG)27,95028,110+1603,6583,9272.29%+269
SYSCO CORP(SYY)40,47540,230-2452,6732,9421.71%+269
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)31,27031,255-152,1182,3611.38%+242
SPDR S&P 500 ETF TR(SPY)4,2044,254+501,7972,0221.18%+225
NEXTERA ENERGY INC(NEE)48,24048,955+7152,7642,9741.73%+210
INVESCO QQQ TR1,3161,31604715390.31%+67
SOUTHERN CO(SO)7,3907,39004785180.30%+40
CINCINNATI FINL CORP(CINF)32,54532,550+53,3293,3681.96%+39
SPDR GOLD TR(GLD)1,9231,92303303680.21%+38
DISNEY WALT CO(DIS)2,8752,850-252332570.15%+24
EMERSON ELEC CO(EMR)37,13637,041-953,5863,6052.10%+19
PEPSICO INC(PEP)24,57724,594+174,1644,1772.43%+13
BERKSHIRE HATHAWAY INC DEL68268202392430.14%+4
PROCTER AND GAMBLE CO(PG)5,2105,185-257607600.44%-0
JOHNSON & JOHNSON(JNJ)2,1251,975-1503313100.18%-21
BROWN FORMAN CORP(BF-A)51,40151,066-3352,9652,9161.70%-49
WALMART INC(WMT)20,28520,160-1253,2443,1781.85%-66
WEST PHARMACEUTICAL SVSC INC(WST)9,5459,580+353,5813,3731.97%-208
AUTOMATIC DATA PROCESSING IN23,77823,613-1655,7215,5013.21%-219
BECTON DICKINSON & CO(BDX)17,47217,412-604,5174,2462.47%-271
EXXON MOBIL CORP22,76522,915+1502,6772,2911.34%-386
MCCORMICK & CO INC(MKC)24,50720,230-4,2771,8541,3840.81%-470
HORMEL FOODS CORP(HRL)82,15078,025-4,1253,1242,5051.46%-619
ALBEMARLE CORP(ALB)20,30215,940-4,3623,4522,3031.34%-1,149
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