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Brian S Miller

Peninsula Asset Management Inc

Assets Managed
$195.828M
Holdings
53
Last Quarter
2026 - Q1
Filed Date
2mo 12d ago
Growth Rate
0.5%(2Q avg: 0.28%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Peninsula Asset Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Peninsula Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 195.828M in assets, with a quarterly growth rate of 0.5% and a 2-quarter average growth rate of 0.28%. The portfolio is managed by Brian S Miller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -2.22%
10.74%
$21.027M
311,370 shares@ $67.53 avg price
AAPL
Apple Inc
Recent Activity
Increased 14.74%
6.82%
$13.351M
52,606 shares@ $253.8 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -2.54%
6.51%
$12.74M
102,482 shares@ $124.31 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.95%
4.4%
$8.611M
29,946 shares@ $287.57 avg price
WMT
Walmart Inc
Recent Activity
Decreased -0.76%
3.78%
$7.387M
59,442 shares@ $124.29 avg price
SPGI
S&p Global Inc
Recent Activity
Decreased -2.18%
3.69%
$7.22M
16,974 shares@ $425.34 avg price
CTAS
Cintas Corp
Recent Activity
Decreased -2.03%
3.62%
$7.071M
41,807 shares@ $169.15 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.69%
3.53%
$6.908M
18,663 shares@ $370.18 avg price
SYK
Stryker Corp
Recent Activity
Increased 15.8%
3.5%
$6.84M
20,817 shares@ $328.59 avg price
LOW
Lowe's Cos Inc
Recent Activity
Decreased -1.47%
3.48%
$6.81M
28,820 shares@ $236.29 avg price

1-10 of 53