PENINSULA ASSET MANAGEMENT INC

RIA/Wealth

PENINSULA ASSET MANAGEMENT INC is a RIA/Wealth based in Bradenton, FL led by Brian Scott Miller, reporting $272.0M in AUM as of Q3 2025 with 52% concentrated in top 10 holdings.

PresidentBrian Scott Miller

Portfolio Value: $194.8M
Positions: 43
Top Holding: IJH at 10.7%
Last Reported: Q3 2025

Address1001 3rd Avenue West, Suite 220, Bradenton, FL, 34205, United States

Top Holdings

Largest long holdings in PENINSULA ASSET MANAGEMENT INC's portfolio (52.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$20.8M	10.70%	-$13.7K Sold	— 319.2K shares	≤ Q2 2013 Held for 12y 5m+
2 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$12.5M	6.42%	-$4.8K Sold	— 105.3K shares	≤ Q2 2013 Held for 12y 5m+
3 Apple AAPL	Consumer Electronics Technology	$12.0M	6.18%	-$185.9K Sold	0.00% 47.2K shares	Q1 2015 Held for 10y 8m
4 Microsoft MSFT	Software - Infrastructure Technology	$10.0M	5.14%	-$137.3K Sold	0.00% 19.3K shares	Q4 2018 Held for 6y 11m
5 Cintas CTAS	Specialty Business Services Industrials	$8.9M	4.59%	-$80.1K Sold	0.01% 43.5K shares	Q1 2014 Held for 11y 8m
6 S&P Global SPGI	Financial - Data & Stock Exchanges Financial Services	$8.6M	4.42%	-$73.0K Sold	0.01% 17.7K shares	Q1 2014 Held for 11y 8m
7 Lowe's Companies LOW	Home Improvement Consumer Cyclical	$7.5M	3.84%	-$22.6K Sold	0.01% 29.8K shares	≤ Q2 2013 Held for 12y 5m+
8 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$7.3M	3.75%	-$37.7K Sold	0.00% 30.0K shares	Q2 2020 Held for 5y 5m
9 Sherwin-Williams SHW	Chemicals - Specialty Basic Materials	$7.0M	3.57%	+$32.9K Bought	0.01% 20.1K shares	≤ Q2 2013 Held for 12y 5m+
10 Aflac AFL	Insurance - Life Financial Services	$6.8M	3.51%	-$89.9K Sold	0.01% 61.2K shares	Q1 2016 Held for 9y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PENINSULA ASSET MANAGEMENT INC's latest filing

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Market Value

$194.8M

Prior: $189.4M

Q/Q Change

+2.83%

+$5.4M

Net Flows % of MV

-0.795%

Turnover Ratio

0.528%

New Purchases

0 stocks

Added To

11 stocks

+$254.2K

Sold Out Of

2 stocks

$490.8K

Reduced Holdings

25 stocks

-$1.3M

Increased Positions

Position	Shares Δ	Change
1 Albemarle ALB	+2.32%	11.7K → 11.9K +$21.9K
2 Nucor NUE	+1.3%	24.5K → 24.9K +$43.3K
3 International Business Machines IBM	+1.23%	11.0K → 11.1K +$38.1K
4 iShares Core S&P 500 ETF IVV	+1.23%	2.2K → 2.2K +$18.1K
5 Nordson NDSN	+0.7%	13.6K → 13.7K +$21.6K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard S&P 500 ETF VOO	Sold	480.0 → 0 −$272.7K
2 Colgate-Palmolive CL	Sold	2.4K → 0 −$218.2K
3 Hormel Foods HRL	-2.9%	70.1K → 68.1K −$50.2K
4 McCormick & Company, Incorporated MKC	-1.86%	18.9K → 18.5K −$23.4K
5 Automatic Data Processing, Inc. ADP	-1.7%	22.3K → 21.9K −$111.5K