Pettee Investors, Inc. Top Holdings and 13F Report (2026)

About Pettee Investors, Inc.

Investment Activity

Pettee Investors, Inc. has $203.22 million in total holdings as of June 30, 2026.
Pettee Investors, Inc. owns shares of 115 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 1.22% of the portfolio was purchased this quarter.
About 2.50% 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 23 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $14,791,061
Johnson & Johnson: $10,569,977
Apple: $8,606,145
United Rentals: $7,914,370
Alphabet: $7,538,296

Largest New Holdings this Quarter

739128106 - Powell Industries: $272,042 Holding
127190304 - CACI International: $220,049 Holding
G4705A100 - Icon: $208,452 Holding
59522J103 - Mid-America Apartment Communities: $200,074 Holding

Largest Purchases this Quarter

Amazon.com: 1,987 shares (about $473.58K)
Powell Industries: 950 shares (about $272.04K)
Broadcom: 633 shares (about $239.12K)
CACI International: 475 shares (about $220.05K)
Labcorp: 775 shares (about $217K)

Largest Sales this Quarter

DuPont de Nemours: 12,295 shares (about $1.67M)
Intel: 8,570 shares (about $1.20M)
Wal-Mart Stores: 4,486 shares (about $508.08K)
Nestle: 1,450 shares (about $149.34K)
Pfizer: 2,273 shares (about $54.73K)

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.	$14,791,061	$25,859 â–²	0.2%	45,187	7.3%	Finance
JNJ Johnson & Johnson	$10,569,977	$52,064 â–¼	-0.5%	41,619	5.2%	Healthcare
AAPL Apple	$8,606,145	$30,672 â–¼	-0.4%	29,742	4.2%	Technology
URI United Rentals	$7,914,370		0.0%	6,986	3.9%	Industrials
GOOG Alphabet	$7,538,296		0.0%	21,335	3.7%	Communication Services
STX Seagate Technology	$7,425,675	$28,950 â–¼	-0.4%	7,695	3.7%	Technology
HOMZ Hoya Capital Housing ETF	$7,349,376		0.0%	153,817	3.6%	ETF
MSFT Microsoft	$7,073,205	$18,651 â–¼	-0.3%	18,962	3.5%	Technology
INTC Intel	$5,556,436	$1,196,629 â–¼	-17.7%	39,794	2.7%	Technology
AMZN Amazon.com	$5,187,708	$473,582 â–²	10.0%	21,766	2.6%	Consumer Discretionary
IBM International Business Machines	$4,652,619	$5,343 â–²	0.1%	16,545	2.3%	Technology
GS The Goldman Sachs Group	$3,777,467		0.0%	3,735	1.9%	Finance
DHI D.R. Horton	$3,474,230	$20,360 â–¼	-0.6%	21,330	1.7%	Consumer Discretionary
NVDA NVIDIA	$3,463,558		0.0%	17,310	1.7%	Technology
AXP American Express	$3,180,903	$88,283 â–²	2.9%	9,404	1.6%	Finance
ABBV AbbVie	$3,112,787		0.0%	12,370	1.5%	Healthcare
XOM ExxonMobil	$3,030,809		0.0%	22,168	1.5%	Energy
GE GE Aerospace	$2,751,027		0.0%	7,361	1.4%	Industrials
Cisco Systems	$2,746,097		0.0%	23,379	1.4%	COM
HUBB Hubbell	$2,742,091		0.0%	5,241	1.3%	Industrials
AMAT Applied Materials	$2,709,804	$31,089 â–¼	-1.1%	3,748	1.3%	Technology
Wal-Mart Stores	$2,673,049	$508,084 â–¼	-16.0%	23,601	1.3%	COM
LH Labcorp	$2,660,000	$217,000 â–²	8.9%	9,500	1.3%	Healthcare
WM Waste Management	$2,590,534	$156,016 â–²	6.4%	11,623	1.3%	Industrials
CVX Chevron	$2,454,243		0.0%	14,806	1.2%	Energy
HD Home Depot	$2,448,305		0.0%	6,942	1.2%	Consumer Discretionary
Teledyne Technologies	$2,314,810		0.0%	3,471	1.1%	COM
PG Procter & Gamble	$2,298,289		0.0%	15,673	1.1%	Consumer Staples
SPGI S&P Global	$2,209,386		0.0%	5,425	1.1%	Finance
EMR Emerson Electric	$2,039,888	$153,171 â–²	8.1%	14,250	1.0%	Industrials
NSRGY Nestle	$1,988,709	$149,341 â–¼	-7.0%	19,309	1.0%	Consumer Staples
SCHW Charles Schwab	$1,986,758	$25,374 â–¼	-1.3%	21,532	1.0%	Finance
DIS Walt Disney	$1,952,528	$9,625 â–¼	-0.5%	20,286	1.0%	Communication Services
DDOG Datadog	$1,856,106		0.0%	7,129	0.9%	Technology
AVGO Broadcom	$1,703,653	$239,116 â–²	16.3%	4,510	0.8%	Technology
LOW Lowe's Companies	$1,648,383	$12,347 â–¼	-0.7%	7,476	0.8%	Consumer Discretionary
Qnity	$1,483,835		0.0%	9,086	0.7%	COM
MCD McDonald's	$1,482,921		0.0%	5,486	0.7%	Consumer Discretionary
KRG Kite Realty Group Trust	$1,433,474		0.0%	50,510	0.7%	Real Estate
Bank of New York Mellon	$1,424,698		0.0%	9,852	0.7%	COM
ABT Abbott Laboratories	$1,414,909	$12,159 â–¼	-0.9%	15,593	0.7%	Healthcare
GE Vernova	$1,408,657		0.0%	1,199	0.7%	COM
HUM Humana	$1,374,381		0.0%	3,460	0.7%	Healthcare
HII Huntington Ingalls Industries	$1,358,026		0.0%	4,852	0.7%	Industrials
PFE Pfizer	$1,340,919	$54,734 â–¼	-3.9%	55,686	0.7%	Healthcare
LEA Lear	$1,327,462		0.0%	9,902	0.7%	Consumer Discretionary
LLY Eli Lilly and Company	$1,278,592		0.0%	1,066	0.6%	Healthcare
PEP PepsiCo	$1,255,835		0.0%	9,275	0.6%	Consumer Staples
DOV Dover	$1,235,334		0.0%	5,508	0.6%	Industrials
MRK Merck & Co., Inc.	$1,216,253		0.0%	9,465	0.6%	Healthcare
GOOGL Alphabet	$1,187,541	$7,862 â–²	0.7%	3,323	0.6%	Communication Services
RTX RTX	$1,185,812		0.0%	6,250	0.6%	Industrials
EFX Equifax	$1,168,020	$24,125 â–¼	-2.0%	7,359	0.6%	Industrials
ORI Old Republic International	$1,104,840		0.0%	27,000	0.5%	Finance
AMGN Amgen	$1,090,343		0.0%	3,011	0.5%	Healthcare
J Jacobs Solutions	$1,086,120		0.0%	8,620	0.5%	Industrials
RIET Hoya Capital High Dividend Yield ETF	$948,812		0.0%	97,314	0.5%	ETF
UNH UnitedHealth Group	$901,086		0.0%	2,168	0.4%	Healthcare
NFG National Fuel Gas	$877,878		0.0%	11,370	0.4%	Utilities
CAT Caterpillar	$833,817		0.0%	783	0.4%	Industrials
DD DuPont de Nemours	$833,283	$1,667,787 â–¼	-66.7%	6,143	0.4%	Materials
UNP Union Pacific	$817,360		0.0%	3,005	0.4%	Industrials
CVS CVS Health	$815,186		0.0%	7,880	0.4%	Healthcare
ZTS Zoetis	$766,028	$21,558 â–¼	-2.7%	10,660	0.4%	Healthcare
PWR Quanta Services	$759,642		0.0%	1,055	0.4%	Industrials
SCI Service Corporation International	$759,600		0.0%	10,000	0.4%	Consumer Discretionary
NEE NextEra Energy	$746,308		0.0%	8,503	0.4%	Utilities
CRDO Credo Technology Group	$692,113		0.0%	2,545	0.3%	Technology
BMY Bristol Myers Squibb	$688,789		0.0%	11,954	0.3%	Healthcare
CTVA Corteva	$657,957		0.0%	7,769	0.3%	Materials
WH Wyndham Hotels & Resorts	$623,828		0.0%	7,408	0.3%	Consumer Discretionary
MMM 3M	$612,020	$10,686 â–¼	-1.7%	3,780	0.3%	Industrials
DLB Dolby Laboratories	$583,112		0.0%	11,090	0.3%	Technology
MKC McCormick & Company, Incorporated	$574,082		0.0%	11,386	0.3%	Consumer Staples
AMP Ameriprise Financial	$550,512		0.0%	1,200	0.3%	Finance
CLX Clorox	$544,008		0.0%	5,700	0.3%	Consumer Staples
NDAQ Nasdaq	$530,065	$210,844 â–²	66.0%	6,725	0.3%	Finance
KR Kroger	$490,996		0.0%	8,842	0.2%	Consumer Staples
WLK Westlake	$489,903		0.0%	6,711	0.2%	Materials
CEG Constellation Energy	$443,589		0.0%	1,786	0.2%	Utilities
LPLA LPL Financial	$419,703		0.0%	1,490	0.2%	Finance
MCO Moody's	$418,498		0.0%	924	0.2%	Finance
COF Capital One Financial	$412,274		0.0%	2,055	0.2%	Finance
FDX FedEx	$409,887	$15,656 â–¼	-3.7%	1,309	0.2%	Industrials
YUM Yum! Brands	$403,167		0.0%	2,522	0.2%	Consumer Discretionary
PKG Packaging Corporation of America	$389,588		0.0%	1,635	0.2%	Materials
NEM Newmont	$388,077		0.0%	4,155	0.2%	Materials
Apollo Global Mgmt. LLC	$384,508		0.0%	3,250	0.2%	COM
ORCL Oracle	$333,548		0.0%	2,276	0.2%	Technology
DLR Digital Realty Trust	$332,223	$8,979 â–¼	-2.6%	1,850	0.2%	Real Estate
BA Boeing	$324,705		0.0%	1,500	0.2%	Industrials
AEGXF Aecon Group	$321,000		0.0%	10,000	0.2%	Industrials
IWR iShares Russell Mid-Cap ETF	$319,928		0.0%	2,900	0.2%	ETF
FAF First American Financial	$293,222		0.0%	4,275	0.1%	Finance
VZ Verizon Communications	$292,400		0.0%	6,906	0.1%	Communication Services
APLE Apple Hospitality REIT	$285,770		0.0%	17,000	0.1%	Real Estate
IShares Russell 2000 Index	$280,320		0.0%	933	0.1%	COM
CALM Cal-Maine Foods	$276,321		0.0%	3,430	0.1%	Consumer Staples
BDX Becton, Dickinson and Company	$273,151		0.0%	1,805	0.1%	Healthcare
POWL Powell Industries	$272,042	$272,042 â–²	New Holding	950	0.1%	Industrials

Showing largest 100 holdings. View all holdings.

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Pettee Investors, Inc. Top Holdings and 13F Report (2026)

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

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Advanced Stock Screeners and Research Tools

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Pettee Investors, Inc. Top Holdings and 13F Report (2026)

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