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Pettee Investors, Inc.

All holdings · as of Dec 31, 2025

111 positions

CompanyClassValueShares% of portfolio
Apple Hospitality$201.4K17,0000.1%
MID AMERICA APARTMENT COMMUNITIES INC.$207.0K1,4900.1%
Cognizant Technology Solutions Corp$207.5K2,5000.1%
Match Group$209.8K6,4960.1%
COCA COLA CO$215.5K3,0820.1%
ICON plc$218.7K1,2000.1%
IShares Russell 2000 Index$229.7K9330.1%
Aecon Group$230.3K10,0000.1%
First American Financial$262.7K4,2750.1%
PAYCHEX INC$266.4K2,3750.1%
Cigna$267.2K9710.1%
Cal-Maine Foods Inc$272.9K3,4300.2%
Ishares Russell Midcap Index$279.2K2,9000.2%
Verizon Communications$281.3K6,9060.2%
Digital Realty Trust Inc$293.9K1,9000.2%
HUNTINGTON BANCSHARES INC /MD$295.9K17,0520.2%
Blackstone Group$313.5K2,0340.2%
The Boeing Company$325.7K1,5000.2%
PACKAGING CORP OF AMERICA$337.2K1,6350.2%
Becton Dickinson & Co$360.0K1,8550.2%
Salesforce$366.1K1,3820.2%
BANK OF AMERICA CORP /DE$375.2K6,8210.2%
Yum! Brands Inc$381.5K2,5220.2%
NASDAQ, Inc.$393.4K4,0500.2%
FedEx$435.9K1,5090.2%
Oracle$443.6K2,2760.2%
Quanta Services Inc$445.3K1,0550.2%
CATERPILLAR INC$448.6K7830.3%
Newmont Corp$464.8K4,6550.3%
Apollo Global Mgmt. LLC$470.5K3,2500.3%
Moody's Corp$472.0K9240.3%
Akamai Technologies Inc$495.1K5,6750.3%
WESTLAKE CORPWLKCommon Stock$496.2K6,7110.3%
CAPITAL ONE FINANCIAL CORP$498.1K2,0550.3%
SERVICE CORP INTERNATIONAL$499.0K6,4000.3%
Corteva$520.8K7,7690.3%
LPL Financial Holdings Inc.$532.2K1,4900.3%
KROGER CO$552.4K8,8420.3%
Wyndham Hotels & Resorts$559.7K7,4080.3%
CLOROX CO /DE$574.7K5,7000.3%
AMERIPRISE FINANCIAL INC$588.4K1,2000.3%
BRISTOL MYERS SQUIBB CO$605.4K11,2240.3%
3M$615.7K3,8460.3%
CVS HEALTH Corp$625.4K7,8800.4%
WIX.com$659.2K6,3450.4%
INTUIT INC.$663.1K1,0010.4%
NEXTERA ENERGY INC$682.6K8,5030.4%
Constellation Energy Corp$687.5K1,9460.4%
Dolby Laboratories Inc$712.2K11,0900.4%
GE Vernova$731.3K1,1190.4%
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