Pettee Investors, Inc. Top Holdings and 13F Report (2025) About Pettee Investors, Inc.Investment ActivityPettee 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. $13,218,736Microsoft $8,529,587Johnson & Johnson $7,641,930Hoya Capital Housing ETF $6,684,887Apple $6,025,227 Largest New Holdings this Quarter 294429105 - Equifax $2,223,320 Holding23804L103 - Datadog $600,455 Holding50212V100 - LPL Financial $558,705 Holding14040H105 - Capital One Financial $437,222 Holding92343e102 - 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 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.$13,218,7360.0%45,5967.9%FinanceMSFTMicrosoft$8,529,587$191,503 ▼-2.2%17,1485.1%Computer and TechnologyJNJJohnson & Johnson$7,641,930$57,740 ▼-0.7%50,0294.6%MedicalHOMZHoya Capital Housing ETF$6,684,8870.0%153,8174.0%ETFAAPLApple$6,025,227$153,877 ▼-2.5%29,3673.6%Computer and TechnologyURIUnited Rentals$4,619,849$6,027 ▼-0.1%6,1322.8%ConstructionIBMInternational Business Machines$4,368,345$109,069 ▼-2.4%14,8192.6%Computer and TechnologyABBVAbbVie$4,004,752$90,397 ▼-2.2%21,5752.4%MedicalAMZNAmazon.com$3,682,461$160,155 ▼-4.2%16,7852.2%Retail/WholesaleGOOGAlphabet$3,599,243$141,025 ▼-3.8%20,2902.2%Computer and TechnologyPGProcter & Gamble$3,228,460$64,206 ▼-1.9%20,2641.9%Consumer StaplesWMTWalmart$3,215,495$146,670 ▼-4.4%32,8851.9%Retail/WholesaleAXPAmerican Express$2,938,763$19,139 ▼-0.6%9,2131.8%FinanceKRKroger$2,937,1280.0%40,9471.8%Retail/WholesaleWMWaste Management$2,906,7000.0%12,7031.7%Business ServicesDHID.R. Horton$2,765,9790.0%21,4551.7%ConstructionABTAbbott Laboratories$2,632,882$90,991 ▼-3.3%19,3581.6%MedicalDISWalt Disney$2,588,833$24,802 ▼-0.9%20,8761.5%Consumer DiscretionaryHDHome Depot$2,545,215$123,558 ▼-4.6%6,9421.5%Retail/WholesaleSPGIS&P Global$2,440,825$93,858 ▼-3.7%4,6291.5%FinanceLHLabcorp$2,304,8380.0%8,7801.4%MedicalXOMExxon Mobil$2,233,9390.0%20,7231.3%EnergyEFXEquifax$2,223,320$2,223,320 ▲New Holding8,5721.3%Business ServicesMCDMcDonald's$2,112,6810.0%7,2311.3%Retail/WholesaleNSRGYNestle$2,106,029$29,710 ▼-1.4%21,2661.3%Consumer StaplesSCHWCharles Schwab$2,021,605$1,927,902 ▼-48.8%22,1571.2%FinanceCVXChevron$2,016,4020.0%14,0821.2%EnergyHUBBHubbell$1,974,6620.0%4,8351.2%IndustrialsGSThe Goldman Sachs Group$1,934,281$219,403 ▲12.8%2,7331.2%FinancePFEPfizer$1,827,648$27,149 ▼-1.5%75,3981.1%MedicalNVDANVIDIA$1,814,673$55,296 ▼-3.0%11,4861.1%Computer and TechnologyZTSZoetis$1,749,7590.0%11,2201.0%MedicalNEMNewmont$1,628,1920.0%27,9471.0%Basic MaterialsPEPPepsiCo$1,529,9470.0%11,5870.9%Consumer StaplesTeledyne Technologies$1,516,950$289,455 ▲23.6%2,9610.9%COMBMYBristol Myers Squibb$1,407,864$458,132 ▼-24.6%30,4140.8%MedicalCLXClorox$1,310,8040.0%10,9170.8%Consumer StaplesLOWLowe's Companies$1,271,537$25,071 ▲2.0%5,7310.8%Retail/WholesaleGPNGlobal Payments$1,254,387$243,322 ▲24.1%15,6720.8%Business ServicesDDDuPont de Nemours$1,234,9630.0%18,0050.7%Basic MaterialsEMREmerson Electric$1,189,704$71,332 ▼-5.7%8,9230.7%IndustrialsHIIHuntington Ingalls Industries$1,171,564$748,526 ▼-39.0%4,8520.7%AerospaceAMGNAmgen$1,163,189$87,393 ▼-7.0%4,1660.7%MedicalJJacobs Solutions$1,161,3610.0%8,8350.7%Business ServicesGEGE Aerospace$1,147,445$14,414 ▼-1.2%4,4580.7%AerospaceKRGKite Realty Group Trust$1,144,0520.0%50,5100.7%FinanceICLRIcon$1,120,110$203,630 ▼-15.4%7,7010.7%MedicalSTXSeagate Technology$1,114,9490.0%7,7250.7%Computer and TechnologyINTCIntel$1,088,237$20,227 ▼-1.8%48,5820.7%Computer and TechnologyBDXBecton, Dickinson and Company$1,074,3230.0%6,2370.6%MedicalORIOld Republic International$1,037,8800.0%27,0000.6%FinanceUNPUnion Pacific$1,033,9800.0%4,4940.6%TransportationDOVDover$1,025,722$1,980,351 ▼-65.9%5,5980.6%IndustrialsWIXWix.com$1,005,429$299,489 ▲42.4%6,3450.6%Computer and TechnologyUNHUnitedHealth Group$996,432$936 ▼-0.1%3,1940.6%MedicalLEALear$991,7810.0%10,4420.6%Auto/Tires/TrucksBKBank of New York Mellon$897,6160.0%9,8520.5%FinanceCisco Systems$887,578$391,511 ▲78.9%12,7930.5%COMMKCMcCormick & Company, Incorporated$863,287$18,197 ▼-2.1%11,3860.5%Consumer StaplesHUMHumana$845,901$213,676 ▼-20.2%3,4600.5%MedicalLLYEli Lilly and Company$830,9790.0%1,0660.5%MedicalAVGOBroadcom$829,7070.0%3,0100.5%Computer and TechnologyDLBDolby Laboratories$823,5430.0%11,0900.5%Consumer DiscretionaryRIETHoya Capital High Dividend Yield ETF$713,012$114 ▲0.0%75,1330.4%ETFMRKMerck & Co., Inc.$694,2330.0%8,7700.4%MedicalAMPAmeriprise Financial$640,476$133,433 ▼-17.2%1,2000.4%FinanceCVSCVS Health$613,232$216,252 ▼-26.1%8,8900.4%MedicalWHWyndham Hotels & Resorts$601,6040.0%7,4080.4%Consumer DiscretionaryDDOGDatadog$600,455$600,455 ▲New Holding4,4700.4%Computer and TechnologyGE Vernova$592,119$7,408 ▼-1.2%1,1190.4%COMMMM3M$585,5150.0%3,8460.4%Multi-Sector ConglomeratesCTVACorteva$579,0240.0%7,7690.3%Consumer StaplesLPLALPL Financial$558,705$558,705 ▲New Holding1,4900.3%FinanceWLKWestlake$509,5660.0%6,7110.3%Basic MaterialsCRMSalesforce$472,844$148,343 ▲45.7%1,7340.3%Computer and TechnologyMCOMoody's$463,4690.0%9240.3%FinanceApollo Global Mgmt. LLC$461,0780.0%3,2500.3%COMAKAMAkamai Technologies$452,6380.0%5,6750.3%Computer and TechnologyCOFCapital One Financial$437,222$437,222 ▲New Holding2,0550.3%FinanceAMATApplied Materials$411,9080.0%2,2500.2%Computer and TechnologyUPSUnited Parcel Service$405,7790.0%4,0200.2%TransportationFDXFedEx$404,384$17,048 ▼-4.0%1,7790.2%TransportationZBHZimmer Biomet$395,578$9,303 ▼-2.3%4,3370.2%MedicalHBANHuntington Bancshares$375,8770.0%22,4270.2%FinanceYUMYum! Brands$373,7100.0%2,5220.2%Retail/WholesaleNDAQNasdaq$362,1510.0%4,0500.2%FinanceBACBank of America$346,4300.0%7,3210.2%FinancePAYXPaychex$345,4680.0%2,3750.2%Computer and TechnologyDLRDigital Realty Trust$331,2270.0%1,9000.2%FinanceCigna$320,9930.0%9710.2%COMBABoeing$314,2950.0%1,5000.2%AerospacePKGPackaging Corporation of America$308,1160.0%1,6350.2%IndustrialsBlackstone Group$304,2460.0%2,0340.2%COMCATCaterpillar$303,9680.0%7830.2%IndustrialsVZVerizon Communications$298,823$593,838 ▼-66.5%6,9060.2%Computer and TechnologyBUDAnheuser-Busch InBev SA/NV$287,799$24,052 ▼-7.7%4,1880.2%Consumer StaplesFAFFirst American Financial$262,4420.0%4,2750.2%FinanceRTXRTX$256,995$36,505 ▲16.6%1,7600.2%AerospaceGOOGLAlphabet$241,0830.0%1,3680.1%Computer and TechnologyTGTTarget$240,4100.0%2,4370.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. 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