Pettee Investors, Inc.

Est. AUM

$194.2M

13F long equity, this entity only

Positions

115

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JPMorgan Chase	COM	$14.1M	45108	7.28%	SOLE
2	Johnson & Johnson	COM	$9.6M	41824	4.95%	SOLE
3	Alphabet Class C	COM	$8.1M	21335	4.20%	SOLE
4	Apple	COM	$8.1M	29848	4.17%	SOLE
5	Microsoft	COM	$7.8M	19012	3.99%	SOLE
6	Hoya Capital Housing	COM	$6.9M	153817	3.56%	SOLE
7	United Rentals	COM	$6.7M	6986	3.45%	SOLE
8	Amazon	COM	$5.2M	19779	2.70%	SOLE
9	Seagate	COM	$5.2M	7725	2.68%	SOLE
10	Intel	COM	$4.6M	48364	2.35%	SOLE
11	International Business Machine	COM	$3.8M	16526	1.97%	SOLE
12	Wal-Mart Stores	COM	$3.7M	28087	1.91%	SOLE
13	Nvidia Corp.	COM	$3.5M	17310	1.78%	SOLE
14	Goldman Sachs	COM	$3.5M	3735	1.78%	SOLE
15	Exxon Mobil	COM	$3.4M	22168	1.76%	SOLE
16	D R Horton	COM	$3.3M	21455	1.70%	SOLE
17	American Express	COM	$3.0M	9143	1.52%	SOLE
18	Chevron	COM	$2.9M	14806	1.47%	SOLE
19	Hubbell	COM	$2.7M	5241	1.37%	SOLE
20	Abbvie	COM	$2.6M	12370	1.35%	SOLE
21	Waste Management	COM	$2.5M	10923	1.31%	SOLE
22	S&P Global	COM	$2.3M	5425	1.20%	SOLE
23	Procter & Gamble	COM	$2.3M	15673	1.19%	SOLE
24	Home Depot	COM	$2.3M	6942	1.18%	SOLE
25	Teledyne Technologies	COM	$2.2M	3471	1.15%	SOLE
26	Labcorp Holdings	COM	$2.2M	8725	1.15%	SOLE
27	Cisco Systems	COM	$2.1M	23379	1.10%	SOLE
28	GE Aerospace	COM	$2.1M	7361	1.10%	SOLE
29	Disney	COM	$2.1M	20386	1.09%	SOLE
30	Nestle ADR	COM	$2.1M	20759	1.08%	SOLE
31	Schwab, Charles	COM	$2.0M	21807	1.03%	SOLE
32	Emerson Electric	COM	$1.9M	13180	0.95%	SOLE
33	Lowes	COM	$1.8M	7532	0.93%	SOLE
34	Huntington Ingalls Ind.	COM	$1.8M	4852	0.91%	SOLE
35	Broadcom, Inc.	COM	$1.6M	3877	0.83%	SOLE
36	McDonald's Corp.	COM	$1.6M	5486	0.83%	SOLE
37	Pfizer	COM	$1.5M	57959	0.80%	SOLE
38	Applied Materials	COM	$1.5M	3791	0.77%	SOLE
39	PepsiCo	COM	$1.5M	9275	0.76%	SOLE
40	Abbott Laboratories	COM	$1.4M	15727	0.74%	SOLE
41	Bank of New York Mellon	COM	$1.3M	9852	0.68%	SOLE
42	Kite Realty Group	COM	$1.3M	50510	0.68%	SOLE
43	Equifax	COM	$1.3M	7511	0.67%	SOLE
44	GE Vernova	COM	$1.3M	1199	0.67%	SOLE
45	Qnity	COM	$1.3M	9086	0.66%	SOLE
46	Alphabet Class A	COM	$1.3M	3301	0.65%	SOLE
47	Zoetis	COM	$1.3M	10960	0.65%	SOLE
48	Lear Corp.	COM	$1.3M	9902	0.65%	SOLE
49	Dover Corp.	COM	$1.2M	5508	0.64%	SOLE
50	Jacobs Solutions	COM	$1.1M	8620	0.57%	SOLE

1–50 of 115

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.