Institutions / Pettee Investors, Inc.

Pettee Investors, Inc.

CIK 1596901 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$178.32M
Positions
111
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
JPMorgan Chaseโ€”$13.98M43,3807.8%
Microsoft Corpโ€”$9.08M18,7665.1%
Johnson & Johnsonโ€”$8.43M40,7504.7%
Apple Inc.โ€”$7.97M29,3024.5%
Hoya Capital Housingโ€”$6.98M153,8173.9%
Alphabet Class Cโ€”$6.58M20,9553.7%
United Rentals Incโ€”$5.63M6,9583.2%
International Business Machines Corpโ€”$4.90M16,5262.7%
Amazon.com Incโ€”$4.55M19,7232.6%
American Express Coโ€”$3.38M9,1431.9%
The Goldman Sachs Group, Inc.โ€”$3.27M3,7231.8%
NVIDIA Corpโ€”$3.23M17,3101.8%
Walmart Inc.โ€”$3.13M28,0871.8%
Horton D R Inc /Deโ€”$3.09M21,4551.7%
AbbVie Inc.โ€”$2.83M12,3701.6%
Exxon Mobil Corpโ€”$2.53M21,0641.4%
S&P Global Inc.โ€”$2.42M4,6291.4%
Waste Management Incโ€”$2.40M10,9231.3%
Home Depot, Inc.โ€”$2.39M6,9421.3%
Hubbell Incโ€”$2.33M5,2411.3%
Walt Disney Coโ€”$2.32M20,3861.3%
Schwab Charles Corpโ€”$2.18M21,8071.2%
Labcorp Holdingsโ€”$2.18M8,6811.2%
General Electric Coโ€”$2.17M7,0381.2%
PROCTER & GAMBLE Coโ€”$2.15M15,0141.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.