Pettee Investors, Inc. 13F Holdings

CIK 0001596901 · ROWAYTON, CT

As of Sep 30, 2025, Pettee Investors, Inc. reported 108 positions worth 81.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
J P MORGAN CHASE & COJPMFinancial Services43,381 3.7M7.53%
MICROSOFT CORPMSFTTechnology18,012$9.3M5.13%
JOHNSON & JOHNSONJNJHealthcare40,750$7.6M4.16%
APPLE INCAAPLTechnology29,367$7.5M4.12%
Hoya Capital HousingHOMZ—153,817$7.2M3.98%
UNITED RENTALS INCURIIndustrials6,158$5.9M3.24%
ALPHABET INCGOOGCommunication Services21,100$5.1M2.83%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology16,933$4.8M2.63%
AMAZON.COM INCAMZNEquity19,623$4.3M2.37%
HORTON D R INCDHIConsumer Cyclical21,455$3.6M2.00%
NVIDIA CORPNVDATechnology17,618$3.3M1.81%
ABBVIE INCABBVEquity13,995$3.2M1.78%
WALMART INCWMTConsumer Defensive29,547$3.0M1.68%
AMERICAN EXPRESS COAXPFinancial Services9,118$3.0M1.67%
GOLDMAN SACHS GROUP INCGSFinancial Services3,723$3.0M1.63%
HOME DEPOT INCHDConsumer Cyclical6,942$2.8M1.55%
KROGER COKRConsumer Defensive40,947$2.8M1.52%
Labcorp HoldingsLHHealthcare8,681$2.5M1.37%
PROCTER & GAMBLE COPGConsumer Defensive15,951$2.5M1.35%
WASTE MANAGEMENT INCWMIndustrials10,923$2.4M1.33%
WALT DISNEY CODISCommunication Services20,836$2.4M1.31%
NEWMONT CORPNEMBasic Materials27,947$2.4M1.30%
EXXON MOBIL CORPXOMEnergy20,640$2.3M1.28%
EQUIFAX INCEFXIndustrials9,042$2.3M1.28%
ABBOTT LABORATORIESABTHealthcare16,909$2.3M1.25%