Pettee Investors, Inc. 13F Holdings
CIK 0001596901 · ROWAYTON, CT
As of Sep 30, 2025, Pettee Investors, Inc. reported 108 positions worth
CIK 0001596901 · ROWAYTON, CT
As of Sep 30, 2025, Pettee Investors, Inc. reported 108 positions worth
81.7M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| J P MORGAN CHASE & CO | JPM | Financial Services | 43,381 | 3.7M | 7.53% |
| MICROSOFT CORP | MSFT | Technology | 18,012 | $9.3M | 5.13% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 40,750 | $7.6M | 4.16% |
| APPLE INC | AAPL | Technology | 29,367 | $7.5M | 4.12% |
| Hoya Capital Housing | HOMZ | — | 153,817 | $7.2M | 3.98% |
| UNITED RENTALS INC | URI | Industrials | 6,158 | $5.9M | 3.24% |
| ALPHABET INC | GOOG | Communication Services | 21,100 | $5.1M | 2.83% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 16,933 | $4.8M | 2.63% |
| AMAZON.COM INC | AMZN | Equity | 19,623 | $4.3M | 2.37% |
| HORTON D R INC | DHI | Consumer Cyclical | 21,455 | $3.6M | 2.00% |
| NVIDIA CORP | NVDA | Technology | 17,618 | $3.3M | 1.81% |
| ABBVIE INC | ABBV | Equity | 13,995 | $3.2M | 1.78% |
| WALMART INC | WMT | Consumer Defensive | 29,547 | $3.0M | 1.68% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 9,118 | $3.0M | 1.67% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 3,723 | $3.0M | 1.63% |
| HOME DEPOT INC | HD | Consumer Cyclical | 6,942 | $2.8M | 1.55% |
| KROGER CO | KR | Consumer Defensive | 40,947 | $2.8M | 1.52% |
| Labcorp Holdings | LH | Healthcare | 8,681 | $2.5M | 1.37% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 15,951 | $2.5M | 1.35% |
| WASTE MANAGEMENT INC | WM | Industrials | 10,923 | $2.4M | 1.33% |
| WALT DISNEY CO | DIS | Communication Services | 20,836 | $2.4M | 1.31% |
| NEWMONT CORP | NEM | Basic Materials | 27,947 | $2.4M | 1.30% |
| EXXON MOBIL CORP | XOM | Energy | 20,640 | $2.3M | 1.28% |
| EQUIFAX INC | EFX | Industrials | 9,042 | $2.3M | 1.28% |
| ABBOTT LABORATORIES | ABT | Healthcare | 16,909 | $2.3M | 1.25% |