Pettee Investors, Inc. Top Holdings and 13F Report (2025)

About Pettee Investors, Inc.

Investment Activity

Pettee Investors, Inc. has $167.21 million in total holdings as of June 30, 2025.
Pettee Investors, Inc. owns shares of 109 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
Approximately 3.66% of the portfolio was purchased this quarter.
About 8.05% of the portfolio was sold this quarter.
This quarter, Pettee Investors, Inc. has purchased 110 new stocks and bought additional shares in 9 stocks.
Pettee Investors, Inc. sold shares of 37 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $13,218,736
Microsoft: $8,529,587
Johnson & Johnson: $7,641,930
Hoya Capital Housing ETF: $6,684,887
Apple: $6,025,227

Largest New Holdings this Quarter

294429105 - Equifax: $2,223,320 Holding
23804L103 - Datadog: $600,455 Holding
50212V100 - LPL Financial: $558,705 Holding
14040H105 - Capital One Financial: $437,222 Holding
92343e102 - VeriSign: $220,932 Holding

Largest Purchases this Quarter

Equifax: 8,572 shares (about $2.22M)
Datadog: 4,470 shares (about $600.46K)
LPL Financial: 1,490 shares (about $558.71K)
Capital One Financial: 2,055 shares (about $437.22K)
Cisco Systems: 5,643 shares (about $391.51K)

Largest Sales this Quarter

Dover: 10,808 shares (about $1.98M)
Charles Schwab: 21,130 shares (about $1.93M)
Huntington Ingalls Industries: 3,100 shares (about $748.53K)
Verizon Communications: 13,724 shares (about $593.84K)
Bristol Myers Squibb: 9,897 shares (about $458.13K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JPM JPMorgan Chase & Co.	$13,218,736		0.0%	45,596	7.9%	Finance
MSFT Microsoft	$8,529,587	$191,503 ▼	-2.2%	17,148	5.1%	Computer and Technology
JNJ Johnson & Johnson	$7,641,930	$57,740 ▼	-0.7%	50,029	4.6%	Medical
HOMZ Hoya Capital Housing ETF	$6,684,887		0.0%	153,817	4.0%	ETF
AAPL Apple	$6,025,227	$153,877 ▼	-2.5%	29,367	3.6%	Computer and Technology
URI United Rentals	$4,619,849	$6,027 ▼	-0.1%	6,132	2.8%	Construction
IBM International Business Machines	$4,368,345	$109,069 ▼	-2.4%	14,819	2.6%	Computer and Technology
ABBV AbbVie	$4,004,752	$90,397 ▼	-2.2%	21,575	2.4%	Medical
AMZN Amazon.com	$3,682,461	$160,155 ▼	-4.2%	16,785	2.2%	Retail/Wholesale
GOOG Alphabet	$3,599,243	$141,025 ▼	-3.8%	20,290	2.2%	Computer and Technology
PG Procter & Gamble	$3,228,460	$64,206 ▼	-1.9%	20,264	1.9%	Consumer Staples
WMT Walmart	$3,215,495	$146,670 ▼	-4.4%	32,885	1.9%	Retail/Wholesale
AXP American Express	$2,938,763	$19,139 ▼	-0.6%	9,213	1.8%	Finance
KR Kroger	$2,937,128		0.0%	40,947	1.8%	Retail/Wholesale
WM Waste Management	$2,906,700		0.0%	12,703	1.7%	Business Services
DHI D.R. Horton	$2,765,979		0.0%	21,455	1.7%	Construction
ABT Abbott Laboratories	$2,632,882	$90,991 ▼	-3.3%	19,358	1.6%	Medical
DIS Walt Disney	$2,588,833	$24,802 ▼	-0.9%	20,876	1.5%	Consumer Discretionary
HD Home Depot	$2,545,215	$123,558 ▼	-4.6%	6,942	1.5%	Retail/Wholesale
SPGI S&P Global	$2,440,825	$93,858 ▼	-3.7%	4,629	1.5%	Finance
LH Labcorp	$2,304,838		0.0%	8,780	1.4%	Medical
XOM Exxon Mobil	$2,233,939		0.0%	20,723	1.3%	Energy
EFX Equifax	$2,223,320	$2,223,320 ▲	New Holding	8,572	1.3%	Business Services
MCD McDonald's	$2,112,681		0.0%	7,231	1.3%	Retail/Wholesale
NSRGY Nestle	$2,106,029	$29,710 ▼	-1.4%	21,266	1.3%	Consumer Staples
SCHW Charles Schwab	$2,021,605	$1,927,902 ▼	-48.8%	22,157	1.2%	Finance
CVX Chevron	$2,016,402		0.0%	14,082	1.2%	Energy
HUBB Hubbell	$1,974,662		0.0%	4,835	1.2%	Industrials
GS The Goldman Sachs Group	$1,934,281	$219,403 ▲	12.8%	2,733	1.2%	Finance
PFE Pfizer	$1,827,648	$27,149 ▼	-1.5%	75,398	1.1%	Medical
NVDA NVIDIA	$1,814,673	$55,296 ▼	-3.0%	11,486	1.1%	Computer and Technology
ZTS Zoetis	$1,749,759		0.0%	11,220	1.0%	Medical
NEM Newmont	$1,628,192		0.0%	27,947	1.0%	Basic Materials
PEP PepsiCo	$1,529,947		0.0%	11,587	0.9%	Consumer Staples
Teledyne Technologies	$1,516,950	$289,455 ▲	23.6%	2,961	0.9%	COM
BMY Bristol Myers Squibb	$1,407,864	$458,132 ▼	-24.6%	30,414	0.8%	Medical
CLX Clorox	$1,310,804		0.0%	10,917	0.8%	Consumer Staples
LOW Lowe's Companies	$1,271,537	$25,071 ▲	2.0%	5,731	0.8%	Retail/Wholesale
GPN Global Payments	$1,254,387	$243,322 ▲	24.1%	15,672	0.8%	Business Services
DD DuPont de Nemours	$1,234,963		0.0%	18,005	0.7%	Basic Materials
EMR Emerson Electric	$1,189,704	$71,332 ▼	-5.7%	8,923	0.7%	Industrials
HII Huntington Ingalls Industries	$1,171,564	$748,526 ▼	-39.0%	4,852	0.7%	Aerospace
AMGN Amgen	$1,163,189	$87,393 ▼	-7.0%	4,166	0.7%	Medical
J Jacobs Solutions	$1,161,361		0.0%	8,835	0.7%	Business Services
GE GE Aerospace	$1,147,445	$14,414 ▼	-1.2%	4,458	0.7%	Aerospace
KRG Kite Realty Group Trust	$1,144,052		0.0%	50,510	0.7%	Finance
ICLR ICON	$1,120,110	$203,630 ▼	-15.4%	7,701	0.7%	Medical
STX Seagate Technology	$1,114,949		0.0%	7,725	0.7%	Computer and Technology
INTC Intel	$1,088,237	$20,227 ▼	-1.8%	48,582	0.7%	Computer and Technology
BDX Becton, Dickinson and Company	$1,074,323		0.0%	6,237	0.6%	Medical
ORI Old Republic International	$1,037,880		0.0%	27,000	0.6%	Finance
UNP Union Pacific	$1,033,980		0.0%	4,494	0.6%	Transportation
DOV Dover	$1,025,722	$1,980,351 ▼	-65.9%	5,598	0.6%	Industrials
WIX Wix.com	$1,005,429	$299,489 ▲	42.4%	6,345	0.6%	Computer and Technology
UNH UnitedHealth Group	$996,432	$936 ▼	-0.1%	3,194	0.6%	Medical
LEA Lear	$991,781		0.0%	10,442	0.6%	Auto/Tires/Trucks
BK Bank of New York Mellon	$897,616		0.0%	9,852	0.5%	Finance
Cisco Systems	$887,578	$391,511 ▲	78.9%	12,793	0.5%	COM
MKC McCormick & Company, Incorporated	$863,287	$18,197 ▼	-2.1%	11,386	0.5%	Consumer Staples
HUM Humana	$845,901	$213,676 ▼	-20.2%	3,460	0.5%	Medical
LLY Eli Lilly and Company	$830,979		0.0%	1,066	0.5%	Medical
AVGO Broadcom	$829,707		0.0%	3,010	0.5%	Computer and Technology
DLB Dolby Laboratories	$823,543		0.0%	11,090	0.5%	Consumer Discretionary
RIET Hoya Capital High Dividend Yield ETF	$713,012	$114 ▲	0.0%	75,133	0.4%	ETF
MRK Merck & Co., Inc.	$694,233		0.0%	8,770	0.4%	Medical
AMP Ameriprise Financial	$640,476	$133,433 ▼	-17.2%	1,200	0.4%	Finance
CVS CVS Health	$613,232	$216,252 ▼	-26.1%	8,890	0.4%	Medical
WH Wyndham Hotels & Resorts	$601,604		0.0%	7,408	0.4%	Consumer Discretionary
DDOG Datadog	$600,455	$600,455 ▲	New Holding	4,470	0.4%	Computer and Technology
GE Vernova	$592,119	$7,408 ▼	-1.2%	1,119	0.4%	COM
MMM 3M	$585,515		0.0%	3,846	0.4%	Multi-Sector Conglomerates
CTVA Corteva	$579,024		0.0%	7,769	0.3%	Consumer Staples
LPLA LPL Financial	$558,705	$558,705 ▲	New Holding	1,490	0.3%	Finance
WLK Westlake	$509,566		0.0%	6,711	0.3%	Basic Materials
CRM Salesforce	$472,844	$148,343 ▲	45.7%	1,734	0.3%	Computer and Technology
MCO Moody's	$463,469		0.0%	924	0.3%	Finance
Apollo Global Mgmt. LLC	$461,078		0.0%	3,250	0.3%	COM
AKAM Akamai Technologies	$452,638		0.0%	5,675	0.3%	Computer and Technology
COF Capital One Financial	$437,222	$437,222 ▲	New Holding	2,055	0.3%	Finance
AMAT Applied Materials	$411,908		0.0%	2,250	0.2%	Computer and Technology
UPS United Parcel Service	$405,779		0.0%	4,020	0.2%	Transportation
FDX FedEx	$404,384	$17,048 ▼	-4.0%	1,779	0.2%	Transportation
ZBH Zimmer Biomet	$395,578	$9,303 ▼	-2.3%	4,337	0.2%	Medical
HBAN Huntington Bancshares	$375,877		0.0%	22,427	0.2%	Finance
YUM Yum! Brands	$373,710		0.0%	2,522	0.2%	Retail/Wholesale
NDAQ Nasdaq	$362,151		0.0%	4,050	0.2%	Finance
BAC Bank of America	$346,430		0.0%	7,321	0.2%	Finance
PAYX Paychex	$345,468		0.0%	2,375	0.2%	Computer and Technology
DLR Digital Realty Trust	$331,227		0.0%	1,900	0.2%	Finance
Cigna	$320,993		0.0%	971	0.2%	COM
BA Boeing	$314,295		0.0%	1,500	0.2%	Aerospace
PKG Packaging Corporation of America	$308,116		0.0%	1,635	0.2%	Industrials
Blackstone Group	$304,246		0.0%	2,034	0.2%	COM
CAT Caterpillar	$303,968		0.0%	783	0.2%	Industrials
VZ Verizon Communications	$298,823	$593,838 ▼	-66.5%	6,906	0.2%	Computer and Technology
BUD Anheuser-Busch InBev SA/NV	$287,799	$24,052 ▼	-7.7%	4,188	0.2%	Consumer Staples
FAF First American Financial	$262,442		0.0%	4,275	0.2%	Finance
RTX RTX	$256,995	$36,505 ▲	16.6%	1,760	0.2%	Aerospace
GOOGL Alphabet	$241,083		0.0%	1,368	0.1%	Computer and Technology
TGT Target	$240,410		0.0%	2,437	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Pettee Investors, Inc. Top Holdings and 13F Report (2025)

About Pettee Investors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Pettee Investors, Inc. Top Holdings and 13F Report (2025)

About Pettee Investors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPettee Investors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools