PENINSULA ASSET MANAGEMENT INC — 13F holdings

PENINSULA ASSET MANAGEMENT INC reported 80 holdings worth $209M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. IJH ISHARES TR — $24.2M (11.6%)
2. IJR ISHARES TR — $15.5M (7.4%)
3. AAPL APPLE INC — $15.2M (7.3%)
4. GOOGL ALPHABET INC — $10.9M (5.2%)
5. GWW Grainger W W Inc — $7.83M (3.7%)
6. CTAS Cintas Corp — $7.04M (3.4%)
7. AFL AFLAC INC — $6.97M (3.3%)
8. MSFT MICROSOFT CORP — $6.95M (3.3%)
9. SPGI S&P GLOBAL INC — $6.84M (3.3%)
10. SHW SHERWIN WILLIAMS CO — $6.79M (3.2%)