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

About Pettee Investors, Inc.

Investment Activity

Pettee Investors, Inc. has $194.20 million in total holdings as of March 31, 2026.
Pettee Investors, Inc. owns shares of 115 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 3.03% of the portfolio was purchased this quarter.
About 0.89% of the portfolio was sold this quarter.
This quarter, Pettee Investors, Inc. has purchased 111 new stocks and bought additional shares in 24 stocks.
Pettee Investors, Inc. sold shares of 11 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $14,129,179
Johnson & Johnson: $9,613,246
Alphabet: $8,148,690
Apple: $8,099,255
Microsoft: $7,752,713

Largest New Holdings this Quarter

636180101 - National Fuel Gas: $959,401 Holding
G25457105 - Credo Technology Group: $442,855 Holding
806857108 - SLB: $252,604 Holding
28364G103 - Entergy: $238,886 Holding
30034w106 - Evergy: $209,005 Holding

Largest Purchases this Quarter

National Fuel Gas: 11,370 shares (about $959.40K)
JPMorgan Chase & Co.: 1,728 shares (about $541.26K)
Credo Technology Group: 2,545 shares (about $442.86K)
S&P Global: 796 shares (about $343.26K)
Service Corporation International: 3,600 shares (about $291.71K)

Largest Sales this Quarter

Union Pacific: 813 shares (about $219.09K)
Bank of America: 2,100 shares (about $112.27K)
FedEx: 150 shares (about $60.50K)
Newmont: 500 shares (about $55.55K)
Constellation Energy: 160 shares (about $50.08K)

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.	$14,129,179	$541,261 ▲	4.0%	45,108	7.3%	Finance
JNJ Johnson & Johnson	$9,613,246	$246,859 ▲	2.6%	41,824	5.0%	Medical
GOOG Alphabet	$8,148,690	$145,137 ▲	1.8%	21,335	4.2%	Computer and Technology
AAPL Apple	$8,099,255	$148,157 ▲	1.9%	29,848	4.2%	Computer and Technology
MSFT Microsoft	$7,752,713	$100,314 ▲	1.3%	19,012	4.0%	Computer and Technology
HOMZ Hoya Capital Housing ETF	$6,918,689		0.0%	153,817	3.6%	ETF
URI United Rentals	$6,705,442	$26,876 ▲	0.4%	6,986	3.5%	Construction
AMZN Amazon.com	$5,242,622	$14,843 ▲	0.3%	19,779	2.7%	Retail/Wholesale
STX Seagate Technology	$5,203,869		0.0%	7,725	2.7%	Computer and Technology
INTC Intel	$4,569,431	$11,810 ▲	0.3%	48,364	2.4%	Computer and Technology
IBM International Business Machines	$3,817,175		0.0%	16,526	2.0%	Computer and Technology
Wal-Mart Stores	$3,705,518		0.0%	28,087	1.9%	COM
NVDA NVIDIA	$3,454,557		0.0%	17,310	1.8%	Computer and Technology
GS The Goldman Sachs Group	$3,450,281	$11,085 ▲	0.3%	3,735	1.8%	Finance
XOM ExxonMobil	$3,421,187	$170,380 ▲	5.2%	22,168	1.8%	Energy
DHI D.R. Horton	$3,301,066		0.0%	21,455	1.7%	Construction
AXP American Express	$2,953,646		0.0%	9,143	1.5%	Finance
CVX Chevron	$2,862,148	$143,823 ▲	5.3%	14,806	1.5%	Energy
HUBB Hubbell	$2,663,319		0.0%	5,241	1.4%	Industrials
ABBV AbbVie	$2,614,028		0.0%	12,370	1.3%	Medical
WM Waste Management	$2,540,144		0.0%	10,923	1.3%	Business Services
SPGI S&P Global	$2,339,423	$343,259 ▲	17.2%	5,425	1.2%	Finance
PG Procter & Gamble	$2,305,342	$96,932 ▲	4.4%	15,673	1.2%	Consumer Staples
HD Home Depot	$2,282,530		0.0%	6,942	1.2%	Retail/Wholesale
Teledyne Technologies	$2,241,745		0.0%	3,471	1.2%	COM
LH Labcorp	$2,240,580	$11,299 ▲	0.5%	8,725	1.2%	Medical
Cisco Systems	$2,139,179	$16,013 ▲	0.8%	23,379	1.1%	COM
GE GE Aerospace	$2,134,175	$93,647 ▲	4.6%	7,361	1.1%	Aerospace
DIS Walt Disney	$2,115,048		0.0%	20,386	1.1%	Consumer Discretionary
NSRGY Nestle	$2,098,330		0.0%	20,759	1.1%	Consumer Staples
SCHW Charles Schwab	$1,998,393		0.0%	21,807	1.0%	Finance
EMR Emerson Electric	$1,850,999	$254,196 ▲	15.9%	13,180	1.0%	Industrials
LOW Lowe's Companies	$1,798,566		0.0%	7,532	0.9%	Retail/Wholesale
HII Huntington Ingalls Industries	$1,767,535		0.0%	4,852	0.9%	Aerospace
AVGO Broadcom	$1,618,376		0.0%	3,877	0.8%	Computer and Technology
MCD McDonald's	$1,610,635		0.0%	5,486	0.8%	Retail/Wholesale
PFE Pfizer	$1,547,505	$16,180 ▼	-1.0%	57,959	0.8%	Medical
AMAT Applied Materials	$1,495,512		0.0%	3,791	0.8%	Computer and Technology
PEP PepsiCo	$1,469,995	$163,086 ▲	12.5%	9,275	0.8%	Consumer Staples
ABT Abbott Laboratories	$1,427,854		0.0%	15,727	0.7%	Medical
BK BNY	$1,323,813		0.0%	9,852	0.7%	Finance
KRG Kite Realty Group Trust	$1,321,342		0.0%	50,510	0.7%	Finance
EFX Equifax	$1,306,463	$62,444 ▲	5.0%	7,511	0.7%	Business Services
GE Vernova	$1,299,069	$86,677 ▲	7.1%	1,199	0.7%	COM
Qnity	$1,278,037		0.0%	9,086	0.7%	COM
GOOGL Alphabet	$1,270,225		0.0%	3,301	0.7%	Computer and Technology
ZTS Zoetis	$1,260,071	$17,245 ▼	-1.4%	10,960	0.6%	Medical
LEA Lear	$1,258,841		0.0%	9,902	0.6%	Auto/Tires/Trucks
DOV Dover	$1,247,066	$79,243 ▲	6.8%	5,508	0.6%	Industrials
J Jacobs Solutions	$1,115,514		0.0%	8,620	0.6%	Business Services
RTX RTX	$1,100,437		0.0%	6,250	0.6%	Aerospace
ORI Old Republic International	$1,078,650		0.0%	27,000	0.6%	Finance
AMGN Amgen	$1,042,559		0.0%	3,011	0.5%	Medical
MRK Merck & Co., Inc.	$1,033,389	$64,635 ▲	6.7%	9,465	0.5%	Medical
LLY Eli Lilly and Company	$996,284		0.0%	1,066	0.5%	Medical
NFG National Fuel Gas	$959,401	$959,401 ▲	New Holding	11,370	0.5%	Energy
DDOG Datadog	$942,383		0.0%	7,129	0.5%	Computer and Technology
RIET Hoya Capital High Dividend Yield ETF	$928,356		0.0%	97,314	0.5%	ETF
DD DuPont de Nemours	$841,879		0.0%	18,438	0.4%	Basic Materials
NEE NextEra Energy	$832,274		0.0%	8,503	0.4%	Utilities
HUM Humana	$818,082		0.0%	3,460	0.4%	Medical
SCI Service Corporation International	$810,300	$291,708 ▲	56.3%	10,000	0.4%	Consumer Staples
UNP Union Pacific	$809,787	$219,087 ▼	-21.3%	3,005	0.4%	Transportation
UNH UnitedHealth Group	$803,201	$32,232 ▼	-3.9%	2,168	0.4%	Medical
WLK Westlake	$773,644		0.0%	6,711	0.4%	Basic Materials
PWR Quanta Services	$767,797		0.0%	1,055	0.4%	Construction
BMY Bristol Myers Squibb	$724,293	$44,231 ▲	6.5%	11,954	0.4%	Medical
DLB Dolby Laboratories	$711,313		0.0%	11,090	0.4%	Consumer Discretionary
CAT Caterpillar	$696,956		0.0%	783	0.4%	Industrials
CVS CVS Health	$656,325		0.0%	7,880	0.3%	Medical
CTVA Corteva	$629,367		0.0%	7,769	0.3%	Consumer Staples
WH Wyndham Hotels & Resorts	$602,863		0.0%	7,408	0.3%	Consumer Discretionary
KR Kroger	$601,875		0.0%	8,842	0.3%	Retail/Wholesale
MKC McCormick & Company, Incorporated	$578,864		0.0%	11,386	0.3%	Consumer Staples
AMP Ameriprise Financial	$569,748		0.0%	1,200	0.3%	Finance
MMM 3M	$563,516		0.0%	3,846	0.3%	Multi-Sector Conglomerates
CEG Constellation Energy	$559,018	$50,080 ▼	-8.2%	1,786	0.3%	Energy
CLX Clorox	$549,708		0.0%	5,700	0.3%	Consumer Staples
FDX FedEx	$548,098	$60,496 ▼	-9.9%	1,359	0.3%	Transportation
LPLA LPL Financial	$497,854		0.0%	1,490	0.3%	Finance
WIX Wix.com	$473,908		0.0%	6,345	0.2%	Computer and Technology
NEM Newmont	$461,579	$55,545 ▼	-10.7%	4,155	0.2%	Basic Materials
CRDO Credo Technology Group	$442,855	$442,855 ▲	New Holding	2,545	0.2%	Computer and Technology
MCO Moody's	$426,749		0.0%	924	0.2%	Finance
Apollo Global Mgmt. LLC	$418,340		0.0%	3,250	0.2%	COM
YUM Yum! Brands	$402,637		0.0%	2,522	0.2%	Retail/Wholesale
COF Capital One Financial	$393,122		0.0%	2,055	0.2%	Finance
INTU Intuit	$388,900		0.0%	1,001	0.2%	Computer and Technology
DLR Digital Realty Trust	$381,786		0.0%	1,900	0.2%	Finance
NDAQ Nasdaq	$372,236		0.0%	4,050	0.2%	Finance
ORCL Oracle	$367,324		0.0%	2,276	0.2%	Computer and Technology
AEGXF Aecon Group	$359,040		0.0%	10,000	0.2%	Industrials
PKG Packaging Corporation of America	$348,991		0.0%	1,635	0.2%	Industrials
BA Boeing	$343,545		0.0%	1,500	0.2%	Aerospace
VZ Verizon Communications	$331,695		0.0%	6,906	0.2%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$302,586		0.0%	2,900	0.2%	ETF
FAF First American Financial	$299,806		0.0%	4,275	0.2%	Finance
HBAN Huntington Bancshares	$285,792		0.0%	17,052	0.1%	Finance
Cigna	$282,153		0.0%	971	0.1%	COM
BDX Becton, Dickinson and Company	$269,017	$7,452 ▼	-2.7%	1,805	0.1%	Medical

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

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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