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

About Pettee Investors, Inc.

Investment Activity

Pettee Investors, Inc. has $201.21 million in total holdings as of September 30, 2026.
Pettee Investors, Inc. owns shares of 115 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 3.88% of the portfolio was purchased this quarter.
About 2.51% of the portfolio was sold this quarter.
This quarter, Pettee Investors, Inc. has purchased 115 new stocks and bought additional shares in 26 stocks.
Pettee Investors, Inc. sold shares of 10 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $14,963,772
Johnson & Johnson: $11,321,341
Apple: $9,939,648
Microsoft: $9,819,471
Alphabet: $7,319,436

Largest New Holdings this Quarter

30233Q108 - Exxon Mobil: $3,819,417 Holding
83443Q103 - Solstice Advanced Materials: $530,647 Holding
655844108 - Norfolk Southern: $430,746 Holding
79466l302 - Salesforce: $273,877 Holding
084670702 - Berkshire Hathaway: $226,069 Holding

Largest Purchases this Quarter

Exxon Mobil: 23,468 shares (about $3.82M)
Solstice Advanced Materials: 9,422 shares (about $530.65K)
Norfolk Southern: 1,394 shares (about $430.75K)
Qnity: 2,865 shares (about $360.25K)
Johnson & Johnson: 1,145 shares (about $303.13K)

Largest Sales this Quarter

Hoya Capital Housing ETF: 4,182 shares (about $170.35K)
Nestle: 1,305 shares (about $118.82K)
Constellation Energy: 310 shares (about $78.75K)
Zoetis: 976 shares (about $68.15K)
PepsiCo: 355 shares (about $44.99K)

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.	$14,963,772	$14,557 ▲	0.1%	45,231	7.4%	Finance
JNJ Johnson & Johnson	$11,321,341	$303,127 ▲	2.8%	42,764	5.6%	Healthcare
AAPL Apple	$9,939,648	$34,967 ▲	0.4%	29,847	4.9%	Technology
MSFT Microsoft	$9,819,471	$93,861 ▲	1.0%	19,145	4.9%	Technology
GOOG Alphabet	$7,319,436	$49,748 ▲	0.7%	21,481	3.6%	Communication Services
STX Seagate Technology	$7,097,406		0.0%	7,695	3.5%	Technology
URI United Rentals	$7,002,458	$11,009 ▲	0.2%	6,997	3.5%	Industrials
HOMZ Hoya Capital Housing ETF	$6,095,112	$170,346 ▼	-2.7%	149,635	3.0%	ETF
AMZN Amazon.com	$5,524,403	$101,404 ▲	1.9%	22,173	2.7%	Consumer Discretionary
INTC Intel	$4,784,433		0.0%	39,794	2.4%	Technology
NVDA NVIDIA	$3,985,231	$31,973 ▲	0.8%	17,450	2.0%	Technology
Exxon Mobil	$3,819,417	$3,819,417 ▲	New Holding	23,468	1.9%	COM
IBM International Business Machines	$3,638,742		0.0%	16,545	1.8%	Technology
GS The Goldman Sachs Group	$3,377,250	$14,406 ▲	0.4%	3,751	1.7%	Finance
ABBV AbbVie	$3,235,868		0.0%	12,370	1.6%	Healthcare
CVX Chevron	$3,059,883	$36,349 ▲	1.2%	14,984	1.5%	Energy
LH Labcorp	$2,927,045		0.0%	9,500	1.5%	Healthcare
DHI D.R. Horton	$2,914,745		0.0%	21,330	1.4%	Consumer Discretionary
AXP American Express	$2,878,307	$18,550 ▲	0.6%	9,465	1.4%	Finance
Cisco Systems	$2,516,282		0.0%	23,379	1.3%	COM
Wal-Mart Stores	$2,452,616		0.0%	23,601	1.2%	COM
GE GE Aerospace	$2,445,855	$147,089 ▲	6.4%	7,832	1.2%	Industrials
HUBB Hubbell	$2,377,318		0.0%	5,241	1.2%	Industrials
WM Waste Management	$2,370,162		0.0%	11,623	1.2%	Industrials
PG Procter & Gamble	$2,276,973		0.0%	15,673	1.1%	Consumer Staples
EMR Emerson Electric	$2,272,991	$62,816 ▲	2.8%	14,655	1.1%	Industrials
SPGI S&P Global	$2,140,000		0.0%	5,425	1.1%	Finance
DIS Walt Disney	$2,128,001		0.0%	20,286	1.1%	Communication Services
Teledyne Technologies	$2,106,238		0.0%	3,471	1.0%	COM
SCHW Charles Schwab	$2,104,538		0.0%	21,532	1.0%	Finance
HD Home Depot	$1,969,524	$5,405 ▼	-0.3%	6,923	1.0%	Consumer Discretionary
DDOG Datadog	$1,952,277		0.0%	7,129	1.0%	Technology
AMAT Applied Materials	$1,916,652		0.0%	3,748	1.0%	Technology
AVGO Broadcom	$1,685,010	$101,143 ▲	6.4%	4,798	0.8%	Technology
NSRGY Nestle	$1,639,217	$118,817 ▼	-6.8%	18,004	0.8%	Consumer Staples
PFE Pfizer	$1,588,165		0.0%	55,686	0.8%	Healthcare
ABT Abbott Laboratories	$1,541,056		0.0%	15,593	0.8%	Healthcare
Qnity	$1,502,719	$360,245 ▲	31.5%	11,951	0.7%	COM
MRK Merck & Co., Inc.	$1,467,340	$91,981 ▲	6.7%	10,098	0.7%	Healthcare
Bank of New York Mellon	$1,424,895		0.0%	9,852	0.7%	COM
LOW Lowe's Companies	$1,348,266	$29,486 ▼	-2.1%	7,316	0.7%	Consumer Discretionary
HUM Humana	$1,320,232		0.0%	3,460	0.7%	Healthcare
HII Huntington Ingalls Industries	$1,295,824		0.0%	4,852	0.6%	Industrials
AMGN Amgen	$1,269,167		0.0%	3,011	0.6%	Healthcare
MCD McDonald's	$1,266,937		0.0%	5,486	0.6%	Consumer Discretionary
GE Vernova	$1,255,597	$115,960 ▲	10.2%	1,321	0.6%	COM
LLY Eli Lilly and Company	$1,233,447		0.0%	1,066	0.6%	Healthcare
KRG Kite Realty Group Trust	$1,231,939		0.0%	50,510	0.6%	Real Estate
RTX RTX	$1,173,308	$12,996 ▲	1.1%	6,320	0.6%	Industrials
LEA Lear	$1,168,733		0.0%	9,902	0.6%	Consumer Discretionary
J Jacobs Solutions	$1,166,027		0.0%	8,620	0.6%	Industrials
GOOGL Alphabet	$1,144,754	$1,376 ▲	0.1%	3,327	0.6%	Communication Services
PEP PepsiCo	$1,130,342	$44,986 ▼	-3.8%	8,920	0.6%	Consumer Staples
DOV Dover	$1,030,271		0.0%	5,508	0.5%	Industrials
EFX Equifax	$1,009,949		0.0%	7,359	0.5%	Industrials
ORI Old Republic International	$1,007,370		0.0%	27,000	0.5%	Finance
DD DuPont de Nemours	$938,715	$140,801 ▲	17.6%	7,227	0.5%	Industrials
NDAQ Nasdaq	$897,926	$279,158 ▲	45.1%	9,759	0.4%	Finance
NFG National Fuel Gas	$862,528		0.0%	11,370	0.4%	Utilities
RIET Hoya Capital High Dividend Yield ETF	$830,088		0.0%	97,314	0.4%	ETF
UNP Union Pacific	$817,751		0.0%	3,005	0.4%	Industrials
UNH UnitedHealth Group	$795,829		0.0%	2,168	0.4%	Healthcare
SCI Service Corporation International	$761,500		0.0%	10,000	0.4%	Consumer Discretionary
BMY Bristol Myers Squibb	$745,930		0.0%	11,954	0.4%	Healthcare
PWR Quanta Services	$722,824	$44,976 ▲	6.6%	1,125	0.4%	Industrials
ZTS Zoetis	$676,234	$68,154 ▼	-9.2%	9,684	0.3%	Healthcare
CVS CVS Health	$675,237		0.0%	7,880	0.3%	Healthcare
CAT Caterpillar	$671,334	$36,486 ▲	5.7%	828	0.3%	Industrials
DLB Dolby Laboratories	$651,759		0.0%	11,090	0.3%	Technology
NEE NextEra Energy	$644,017		0.0%	8,503	0.3%	Utilities
CRDO Credo Technology Group	$622,354	$126,613 ▲	25.5%	3,195	0.3%	Technology
MMM 3M	$620,487		0.0%	3,780	0.3%	Industrials
CTVA Corteva	$603,263		0.0%	7,769	0.3%	Materials
AMP Ameriprise Financial	$590,820		0.0%	1,200	0.3%	Finance
WH Wyndham Hotels & Resorts	$532,191		0.0%	7,408	0.3%	Consumer Discretionary
Solstice Advanced Materials	$530,647	$530,647 ▲	New Holding	9,422	0.3%	COM
MKC McCormick & Company, Incorporated	$528,310		0.0%	11,386	0.3%	Consumer Staples
KR Kroger	$498,387	$19,931 ▼	-3.8%	8,502	0.2%	Consumer Staples
NEM Newmont	$479,238		0.0%	4,155	0.2%	Materials
CLX Clorox	$461,757		0.0%	5,700	0.2%	Consumer Staples
LPLA LPL Financial	$455,642		0.0%	1,490	0.2%	Finance
NSC Norfolk Southern	$430,746	$430,746 ▲	New Holding	1,394	0.2%	Industrials
MCO Moody's	$419,616		0.0%	924	0.2%	Finance
FDX FedEx	$406,253	$33,070 ▲	8.9%	1,425	0.2%	Industrials
COF Capital One Financial	$396,759		0.0%	2,055	0.2%	Finance
Apollo Global Mgmt. LLC	$377,195		0.0%	3,250	0.2%	COM
CEG Constellation Energy	$374,934	$78,746 ▼	-17.4%	1,476	0.2%	Utilities
PKG Packaging Corporation of America	$374,840		0.0%	1,635	0.2%	Materials
AEGXF Aecon Group	$370,400		0.0%	10,000	0.2%	Industrials
YUM Yum! Brands	$343,849		0.0%	2,522	0.2%	Consumer Discretionary
VZ Verizon Communications	$316,778		0.0%	6,906	0.2%	Communication Services
DLR Digital Realty Trust	$315,954	$8,777 ▼	-2.7%	1,800	0.2%	Real Estate
ORCL Oracle	$312,495		0.0%	2,276	0.2%	Technology
IWR iShares Russell Mid-Cap ETF	$309,459		0.0%	2,900	0.2%	ETF
KO Coca-Cola	$302,485	$37,187 ▲	14.0%	3,514	0.2%	Consumer Staples
CACI CACI International	$289,327		0.0%	475	0.1%	Industrials
WAT Waters	$285,164		0.0%	649	0.1%	Healthcare
BA Boeing	$279,075		0.0%	1,500	0.1%	Industrials
APLE Apple Hospitality REIT	$274,720		0.0%	17,000	0.1%	Real Estate
CRM Salesforce	$273,877	$273,877 ▲	New Holding	1,193	0.1%	Technology

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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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