Pettee Investors, Inc.
CIK: 0001596901SEC EDGAR →
Portfolio Value
$178.3M
Holdings
111
As of
Q4 2025
New Positions
111
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | — JPMorgan Chase | 43,380 | $14.0M | 7.84% |
| 2 | Microsoft | 18,766 | $9.1M | 5.09% |
| 3 | Johnson & Johnson | 40,750 | $8.4M | 4.73% |
| 4 | Apple | 29,302 | $8.0M | 4.47% |
| 5 | Hoya Capital Housing | 153,817 | $7.0M | 3.91% |
| 6 | — Alphabet Class C | 20,955 | $6.6M | 3.69% |
| 7 | United Rentals | 6,958 | $5.6M | 3.16% |
| 8 | International Business Machine | 16,526 | $4.9M | 2.75% |
| 9 | Amazon | 19,723 | $4.6M | 2.55% |
| 10 | American Express | 9,143 | $3.4M | 1.90% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (111)
JPMorgan Chase
$14.0M · 43K shares
$9.1M · 19K shares
$8.4M · 41K shares
$8.0M · 29K shares
$7.0M · 154K shares
Alphabet Class C
$6.6M · 21K shares
$5.6M · 7K shares
$4.9M · 17K shares
$4.6M · 20K shares
$3.4M · 9K shares
$3.3M · 4K shares
$3.2M · 17K shares
$3.1M · 28K shares
$3.1M · 21K shares
$2.8M · 12K shares
$2.5M · 21K shares
$2.4M · 5K shares
$2.4M · 11K shares
$2.4M · 7K shares
$2.3M · 5K shares
$2.3M · 20K shares
$2.2M · 22K shares
$2.2M · 9K shares
$2.2M · 7K shares
$2.2M · 15K shares
$2.1M · 14K shares
$2.1M · 8K shares
$2.1M · 21K shares
$2.0M · 16K shares
$1.8M · 8K shares
Cisco Systems
$1.8M · 23K shares
$1.8M · 48K shares
$1.8M · 3K shares
$1.7M · 5K shares
$1.6M · 5K shares
$1.6M · 7K shares
$1.5M · 11K shares
$1.5M · 59K shares
$1.4M · 11K shares
$1.3M · 4K shares
$1.2M · 27K shares
$1.2M · 51K shares
$1.2M · 8K shares
$1.1M · 6K shares
$1.1M · 1K shares
$1.1M · 10K shares
$1.1M · 9K shares
$1.1M · 10K shares
Alphabet Class A
$1.0M · 3K shares
$1.0M · 5K shares
$985K · 3K shares
$974K · 4K shares
$969K · 7K shares
$933K · 9K shares
$904K · 97K shares
$886K · 3K shares
$883K · 4K shares
$775K · 11K shares
$744K · 2K shares
$741K · 18K shares
$741K · 9K shares
$731K · 1K shares
$712K · 11K shares
$687K · 2K shares
$682K · 9K shares
$663K · 1K shares
$659K · 6K shares
$625K · 8K shares
$615K · 4K shares
$605K · 11K shares
$588K · 1K shares
$574K · 6K shares
$559K · 7K shares
$552K · 9K shares
$532K · 1K shares
$520K · 8K shares
$499K · 6K shares
$498K · 2K shares
$496K · 7K shares
$495K · 6K shares
$472K · 924 shares
$470K · 3K shares
$464K · 5K shares
$448K · 783 shares
$445K · 1K shares
$443K · 2K shares
$435K · 2K shares
$393K · 4K shares
$381K · 3K shares
$375K · 7K shares
$366K · 1K shares
$360K · 2K shares
$337K · 2K shares
$325K · 2K shares
$313K · 2K shares
$295K · 17K shares
$293K · 2K shares
$281K · 7K shares
$279K · 3K shares
$272K · 3K shares
$267K · 971 shares
$266K · 2K shares
First American Financial
$262K · 4K shares
$230K · 10K shares
$229K · 933 shares
$218K · 1K shares
$215K · 3K shares
$209K · 6K shares
$207K · 3K shares
$206K · 1K shares
$201K · 17K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 19 | $38.1M | 21.4% |
| Unknown | 10 | $27.8M | 15.6% |
| Financial Services | 19 | $26.1M | 14.7% |
| Healthcare | 16 | $25.0M | 14.0% |
| Industrials | 17 | $23.9M | 13.4% |
| Consumer Cyclical | 10 | $16.4M | 9.2% |
| Consumer Defensive | 7 | $8.1M | 4.5% |
| Energy | 2 | $4.7M | 2.6% |
| Communication Services | 2 | $2.6M | 1.5% |
| Utilities | 3 | $2.1M | 1.2% |
| Basic Materials | 3 | $1.7M | 1.0% |
| Real Estate | 3 | $1.6M | 0.9% |