Portfolio (Quarterly) Guide ↗

PENINSULA ASSET MANAGEMENT INC

· CIK 0001091923

13F Portfolio $196M AUM 80 positions Filed May 5, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 14 Added 23 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HRL	HORMEL FOODS CORP	Consumer Defensive	62,454	$1.5M	0.76%	SOLD

Sector Allocation

Technology 20.8%

Industrials 18.3%

Financial Services 12.8%

Basic Materials 11.0%

Consumer Defensive 9.8%

Healthcare 8.9%

Consumer Cyclical 5.9%

Communication Services 5.6%

Utilities 4.3%

Energy 2.8%