PENINSULA ASSET MANAGEMENT INC

HTTP://WWW.PENINSULAASSET.COM BRADENTON, FL Investment Advisor How do I update this listing?

Peninsula Asset Management is based out of Bradenton. Peninsula Asset Management is a large advisory firm with 189 clients and discretionary assets under management (AUM) of $234,596,106 (Form ADV from 2020-06-22). Their last reported 13F filing for Q2 2020 included $140,158,000 in managed 13F securities and a top 10 holdings concentration of 46.33%. Peninsula Asset Management's largest holding is iShares Core S&P Mid-Cap ETF-iShares Core S&P Mid-Cap ETF with shares held of 77,088. Peninsula Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 80 13F filings

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06/30/2020

13F Activity

  • Market Value $140.158 Million
  • Prior Market Value $121.43 Million
  • New Purchases2 stocks
  • Additional Purchases4 stocks
  • Sold out of6 stocks
  • Reduced holdings in39 stocks
  • Top 10 Holdings % 46.33 %
  • Turnover % [1]:17.78%
  • Turnover Alt % [2]: 7.54 %
  • Time Held Top20:23.05 quarters
  • Time Held Top10:22.30 quarters
  • Time Held All:36.58 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 17.07%
Performance Last 4 Quarters: 10.94%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

PENINSULA ASSET MANAGEMENT INC
1001 3RD AVENUE WEST SUITE 220
BRADENTON FL    34205
Country: United States

Business Phone: (941) 748-8680
Fax: (941) 748-2654
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 189
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

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PENINSULA ASSET MANAGEMENT INC

ownership team - last updated 2020-06-22
Name Title Start Date Direct/Indirect % Ownership
MIDDLEBROOKS, WILLIAM, ERASTUS PRESIDENT 02/01/1982 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PENINSULA ASSET MANAGEMENT INC PRESIDENT direct 1982-02-01
MILLER, BRIAN, SCOTT SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/1998 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PENINSULA ASSET MANAGEMENT INC SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1998-04-01
PENINSULA ASSET MANAGEMENT INC VICE PRESIDENT & COMPLIANCE OFFICER direct 1998-04-01 2003-03-28
PENINSULA ASSET MANAGEMENT INC SENIOR VICE PRESIDENT & COMPLIANCE OFFICER direct 1998-04-01 2005-04-26
CHAPPIE, DANIEL, ROBERT SENIOR VICE PRESIDENT 03/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PENINSULA ASSET MANAGEMENT INC SENIOR VICE PRESIDENT direct 2004-03-01

PENINSULA ASSET MANAGEMENT INC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

PENINSULA ASSET MANAGEMENT INC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
MIDDLEBROOKS, WILLIAM, ERASTUS PRESIDENT 02/01/1982 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PENINSULA ASSET MANAGEMENT INC PRESIDENT direct 1982-02-01
MILLER, BRIAN, SCOTT SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/1998 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PENINSULA ASSET MANAGEMENT INC SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1998-04-01
PENINSULA ASSET MANAGEMENT INC VICE PRESIDENT & COMPLIANCE OFFICER direct 1998-04-01 2003-03-28
PENINSULA ASSET MANAGEMENT INC SENIOR VICE PRESIDENT & COMPLIANCE OFFICER direct 1998-04-01 2005-04-26
CHAPPIE, DANIEL, ROBERT SENIOR VICE PRESIDENT 03/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PENINSULA ASSET MANAGEMENT INC SENIOR VICE PRESIDENT direct 2004-03-01

PENINSULA ASSET MANAGEMENT INC

ownership team - last updated 2017-03-29
Name Title Start Date Direct/Indirect % Ownership
MIDDLEBROOKS, WILLIAM, ERASTUS PRESIDENT 02/01/1982 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PENINSULA ASSET MANAGEMENT INC PRESIDENT direct 1982-02-01
MILLER, BRIAN, SCOTT SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/1998 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PENINSULA ASSET MANAGEMENT INC SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1998-04-01
PENINSULA ASSET MANAGEMENT INC VICE PRESIDENT & COMPLIANCE OFFICER direct 1998-04-01 2003-03-28
PENINSULA ASSET MANAGEMENT INC SENIOR VICE PRESIDENT & COMPLIANCE OFFICER direct 1998-04-01 2005-04-26
CHAPPIE, DANIEL, ROBERT SENIOR VICE PRESIDENT 03/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PENINSULA ASSET MANAGEMENT INC SENIOR VICE PRESIDENT direct 2004-03-01

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