Pettee Investors, Inc. Top Holdings and 13F Report (2025) About Pettee Investors, Inc.Investment ActivityPettee Investors, Inc. has $167.85 million in total holdings as of March 31, 2025.Pettee Investors, Inc. owns shares of 110 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 2.88% of the portfolio was purchased this quarter.About 19.35% of the portfolio was sold this quarter.This quarter, Pettee Investors, Inc. has purchased 115 new stocks and bought additional shares in 10 stocks.Pettee Investors, Inc. sold shares of 57 stocks and completely divested from 8 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $11,184,699Johnson & Johnson $8,359,497Hoya Capital Housing ETF $6,876,589Apple $6,689,889Microsoft $6,581,713 Largest New Holdings this Quarter 806857108 - Schlumberger $214,183 Holding244199105 - Deere & Company $207,453 Holding75513e101 - RTX $200,015 Holding Largest Purchases this Quarter AbbVie 12,052 shares (about $2.53M)McDonald's 1,830 shares (about $571.64K)United Rentals 478 shares (about $299.56K)Huntington Ingalls Industries 1,180 shares (about $240.77K)Schlumberger 5,124 shares (about $214.18K) Largest Sales this Quarter JPMorgan Chase & Co. 15,941 shares (about $3.91M)Nasdaq 22,965 shares (about $1.74M)Apple 6,650 shares (about $1.48M)American Express 5,433 shares (about $1.46M)Mid-America Apartment Communities 8,681 shares (about $1.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPettee Investors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPMJPMorgan Chase & Co.$11,184,699$3,910,327 ▼-25.9%45,5966.7%FinanceJNJJohnson & Johnson$8,359,497$1,213,783 ▼-12.7%50,4075.0%MedicalHOMZHoya Capital Housing ETF$6,876,589$295,062 ▼-4.1%153,8174.1%ETFAAPLApple$6,689,889$1,477,164 ▼-18.1%30,1174.0%Computer and TechnologyMSFTMicrosoft$6,581,713$518,414 ▼-7.3%17,5333.9%Computer and TechnologyABBVAbbVie$4,622,430$2,525,135 ▲120.4%22,0622.8%MedicalURIUnited Rentals$3,847,938$299,563 ▲8.4%6,1402.3%ConstructionIBMInternational Business Machines$3,776,897$695,751 ▼-15.6%15,1892.3%Computer and TechnologyPGProcter & Gamble$3,522,070$493,366 ▼-12.3%20,6672.1%Consumer StaplesSCHWCharles Schwab$3,388,506$109,592 ▼-3.1%43,2872.0%FinanceAMZNAmazon.com$3,332,404$532,728 ▼-13.8%17,5152.0%Retail/WholesaleGOOGAlphabet$3,294,110$397,605 ▼-10.8%21,0852.0%Computer and TechnologyWMTWalmart$3,018,659$32,307 ▲1.1%34,3851.8%Retail/WholesaleWMWaste Management$2,940,872$428,294 ▼-12.7%12,7031.8%Business ServicesDOVDover$2,882,206$26,352 ▼-0.9%16,4061.7%IndustrialsKRKroger$2,771,7020.0%40,9471.7%Retail/WholesaleDHID.R. Horton$2,727,5740.0%21,4551.6%ConstructionHDHome Depot$2,667,681$739,943 ▼-21.7%7,2791.6%Retail/WholesaleABTAbbott Laboratories$2,656,582$466,132 ▼-14.9%20,0271.6%MedicalAXPAmerican Express$2,494,901$1,461,749 ▼-36.9%9,2731.5%FinanceXOMExxon Mobil$2,464,586$315,878 ▼-11.4%20,7231.5%EnergyBMYBristol-Myers Squibb$2,458,568$81,239 ▼-3.2%40,3111.5%MedicalSPGIS&P Global$2,442,437$1,050,751 ▼-30.1%4,8071.5%Business ServicesCVXChevron$2,355,778$459,044 ▼-16.3%14,0821.4%EnergyMCDMcDonald's$2,258,747$571,637 ▲33.9%7,2311.3%Retail/WholesaleNSRGYNestlé$2,177,685$1,376,326 ▼-38.7%21,5661.3%Consumer StaplesDISWalt Disney$2,080,201$332,323 ▼-13.8%21,0761.2%Consumer DiscretionaryLHLaboratory Co. of America$2,043,4570.0%8,7801.2%MedicalPFEPfizer$1,938,966$497,880 ▼-20.4%76,5181.2%MedicalZTSZoetis$1,847,3730.0%11,2201.1%MedicalPEPPepsiCo$1,737,355$53,978 ▲3.2%11,5871.0%Consumer StaplesUNHUnitedHealth Group$1,674,429$183,313 ▼-9.9%3,1971.0%MedicalHIIHuntington Ingalls Industries$1,622,526$240,767 ▲17.4%7,9521.0%AerospaceCLXClorox$1,607,528$270,056 ▼-14.4%10,9171.0%Consumer StaplesHUBBHubbell$1,599,9500.0%4,8351.0%IndustrialsICLRICON Public$1,592,5840.0%9,1010.9%MedicalBDXBecton, Dickinson and Company$1,428,647$458 ▼0.0%6,2370.9%MedicalAMGNAmgen$1,395,432$154,217 ▼-10.0%4,4790.8%MedicalNEMNewmont$1,349,2810.0%27,9470.8%Basic MaterialsDDDuPont de Nemours$1,344,613$344,797 ▼-20.4%18,0050.8%Basic MaterialsGSThe Goldman Sachs Group$1,323,661$211,961 ▲19.1%2,4230.8%FinanceLOWLowe's Companies$1,310,286$79,298 ▲6.4%5,6180.8%Retail/WholesaleNVDANVIDIA$1,282,786$117,592 ▲10.1%11,8360.8%Computer and TechnologyGPNGlobal Payments$1,236,9250.0%12,6320.7%Business ServicesTeledyne Technologies$1,192,5130.0%2,3960.7%COMHUMHumana$1,146,7760.0%4,3340.7%MedicalKRGKite Realty Group Trust$1,129,9090.0%50,5100.7%FinanceINTCIntel$1,123,804$173,345 ▼-13.4%49,4850.7%Computer and TechnologyINTUIntuit$1,110,7210.0%1,8090.7%Computer and TechnologyJJacobs Solutions$1,068,0630.0%8,8350.6%Business ServicesUNPUnion Pacific$1,061,6630.0%4,4940.6%TransportationORIOld Republic International$1,058,9400.0%27,0000.6%FinanceEMREmerson Electric$1,036,975$290,546 ▼-21.9%9,4580.6%IndustrialsQCOMQUALCOMM$995,854$110,599 ▼-10.0%6,4830.6%Computer and TechnologyMKCMcCormick & Company, Incorporated$956,936$526,784 ▼-35.5%11,6260.6%Consumer StaplesVZVerizon Communications$935,777$72,440 ▲8.4%20,6300.6%Computer and TechnologyLEALear$921,1930.0%10,4420.5%Auto/Tires/TrucksGEGE Aerospace$903,477$654,290 ▼-42.0%4,5140.5%IndustrialsDLBDolby Laboratories$890,6380.0%11,0900.5%Consumer DiscretionaryLLYEli Lilly and Company$880,4200.0%1,0660.5%MedicalBKBank of New York Mellon$826,287$265,700 ▼-24.3%9,8520.5%FinanceCVSCVS Health$814,694$57,588 ▼-6.6%12,0250.5%MedicalAWKAmerican Water Works$797,3460.0%5,4050.5%UtilitiesMRKMerck & Co., Inc.$787,195$695,101 ▼-46.9%8,7700.5%MedicalMASMasco$784,3420.0%11,2790.5%ConstructionRIETHoya Capital High Dividend Yield ETF$753,4640.0%75,1210.4%ETFWIXWix.com$727,8580.0%4,4550.4%Computer and TechnologyAMPAmeriprise Financial$701,960$338,877 ▼-32.6%1,4500.4%FinanceWLKWestlake$671,3010.0%6,7110.4%Basic MaterialsWHWyndham Hotels & Resorts$670,4980.0%7,4080.4%Consumer DiscretionarySTXSeagate Technology$656,2390.0%7,7250.4%Computer and TechnologyMMM3M$564,824$301,063 ▼-34.8%3,8460.3%Multi-Sector ConglomeratesVACMarriott Vacations Worldwide$513,1490.0%7,9880.3%Consumer DiscretionaryAVGOBroadcom$503,9640.0%3,0100.3%Computer and TechnologyZBHZimmer Biomet$502,406$111,709 ▼-18.2%4,4390.3%MedicalCTVACorteva$488,903$282,241 ▼-36.6%7,7690.3%Consumer StaplesAKAMAkamai Technologies$456,8380.0%5,6750.3%Computer and TechnologyFDXFedEx$451,968$24,378 ▼-5.1%1,8540.3%TransportationApollo Global Mgmt. LLC$445,0550.0%3,2500.3%COMUPSUnited Parcel Service$442,160$27,498 ▼-5.9%4,0200.3%TransportationCisco Systems$441,227$100,279 ▼-18.5%7,1500.3%COMMCOMoody's$430,2980.0%9240.3%FinanceYUMYum! Brands$396,862$98,035 ▼-19.8%2,5220.2%Retail/WholesaleDOWDOW$376,473$156,616 ▼-29.4%10,7810.2%Basic MaterialsPAYXPaychex$366,4150.0%2,3750.2%Business ServicesGE Vernova$345,882$244,529 ▼-41.4%1,1330.2%COMDFSDiscover Financial Services$344,814$51,210 ▼-12.9%2,0200.2%FinanceHBANHuntington Bancshares$336,629$30,020 ▼-8.2%22,4270.2%FinanceAMATApplied Materials$326,520$33,378 ▼-9.3%2,2500.2%Computer and TechnologyPKGPackaging Co. of America$323,763$39,604 ▼-10.9%1,6350.2%IndustrialsCigna$319,459$102,319 ▼-24.3%9710.2%COMCRMSalesforce$319,3480.0%1,1900.2%Computer and TechnologyNDAQNasdaq$307,233$1,742,125 ▼-85.0%4,0500.2%FinanceBACBank of America$305,505$10,432 ▼-3.3%7,3210.2%FinanceBlackstone Group$284,3130.0%2,0340.2%COMFAFFirst American Financial$280,5680.0%4,2750.2%FinanceBUDAnheuser-Busch InBev SA/NV$279,359$30,780 ▼-9.9%4,5380.2%Consumer StaplesDLRDigital Realty Trust$272,2510.0%1,9000.2%FinanceCATCaterpillar$258,233$41,225 ▼-13.8%7830.2%IndustrialsBABoeing$255,8250.0%1,5000.2%AerospaceShowing largest 100 holdings. 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