Pettee Investors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$194.2M
Q ending 2026-03-31
Prior quarter
$178.3M
Q ending 2025-12-31
Change
+8.9% QoQ · +15.7% YoY
Positions
115
reported holdings
Largest positions
Top 100 of 115 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Jpmorgan Chase | Shares | $14.1M | 45K | |
| Johnson & Johnson | JNJ | Shares | $9.6M | 42K |
| Alphabet Class C | Shares | $8.1M | 21K | |
| Apple | AAPL | Shares | $8.1M | 30K |
| Microsoft | MSFT | Shares | $7.8M | 19K |
| Hoya Capital Housing | Shares | $6.9M | 154K | |
| United Rentals | URI | Shares | $6.7M | 7K |
| Amazon | AMZN | Shares | $5.2M | 20K |
| Seagate | Shares | $5.2M | 8K | |
| Intel | INTC | Shares | $4.6M | 48K |
| International Business Machine | IBM | Shares | $3.8M | 17K |
| Wal-Mart Stores | WMT | Shares | $3.7M | 28K |
| Nvidia Corp. | NVDA | Shares | $3.5M | 17K |
| Goldman Sachs | GS | Shares | $3.5M | 4K |
| Exxon Mobil | XOM | Shares | $3.4M | 22K |
| D R Horton | DHI | Shares | $3.3M | 21K |
| American Express | AXP | Shares | $3.0M | 9K |
| Chevron | CVX | Shares | $2.9M | 15K |
| Hubbell | HUBB | Shares | $2.7M | 5K |
| Abbvie | ABBV | Shares | $2.6M | 12K |
| Waste Management | WM | Shares | $2.5M | 11K |
| S&P Global | SPGI | Shares | $2.3M | 5K |
| Procter & Gamble | PG | Shares | $2.3M | 16K |
| Home Depot | HD | Shares | $2.3M | 7K |
| Teledyne Technologies | Shares | $2.2M | 3K | |
| Labcorp Holdings | Shares | $2.2M | 9K | |
| Cisco Systems | Shares | $2.1M | 23K | |
| Ge Aerospace | GE | Shares | $2.1M | 7K |
| Disney | DIS | Shares | $2.1M | 20K |
| Nestle Adr | NSRGY | Shares | $2.1M | 21K |
| Schwab, Charles | SCHW | Shares | $2.0M | 22K |
| Emerson Electric | EMR | Shares | $1.9M | 13K |
| Lowes | LOW | Shares | $1.8M | 8K |
| Huntington Ingalls Ind. | HII | Shares | $1.8M | 5K |
| Broadcom, Inc. | Shares | $1.6M | 4K | |
| Mcdonald'S Corp. | MCD | Shares | $1.6M | 5K |
| Pfizer | PFE | Shares | $1.5M | 58K |
| Applied Materials | AMAT | Shares | $1.5M | 4K |
| Pepsico | PEP | Shares | $1.5M | 9K |
| Abbott Laboratories | ABT | Shares | $1.4M | 16K |
| Bank Of New York Mellon | BNY | Shares | $1.3M | 10K |
| Kite Realty Group | Shares | $1.3M | 51K | |
| Equifax | EFX | Shares | $1.3M | 8K |
| Ge Vernova | Shares | $1.3M | 1K | |
| Qnity | Q | Shares | $1.3M | 9K |
| Alphabet Class A | Shares | $1.3M | 3K | |
| Zoetis | Shares | $1.3M | 11K | |
| Lear Corp. | LEA | Shares | $1.3M | 10K |
| Dover Corp. | DOV | Shares | $1.2M | 6K |
| Jacobs Solutions | J | Shares | $1.1M | 9K |
| Rtx | Shares | $1.1M | 6K | |
| Old Republic | ORI | Shares | $1.1M | 27K |
| Amgen | AMGN | Shares | $1.0M | 3K |
| Merck | Shares | $1.0M | 9K | |
| Eli Lilly | LLY | Shares | $996K | 1K |
| National Fuel Gas | NFG | Shares | $959K | 11K |
| Datadog | DDOG | Shares | $942K | 7K |
| Hoya Capital High Dividend Yie | Shares | $928K | 97K | |
| Du Pont (E.I) De Nemours | DDUSD | Shares | $842K | 18K |
| Nextera Energy | NEE | Shares | $832K | 9K |
| Humana | HUM | Shares | $818K | 3K |
| Service Corp. Int'L. | SCI | Shares | $810K | 10K |
| Union Pacific | UNP | Shares | $810K | 3K |
| United Health Group | UNH | Shares | $803K | 2K |
| Westlake Chemical Corp. | WLK | Shares | $774K | 7K |
| Quanta Services | PWR | Shares | $768K | 1K |
| Bristol-Myers Squibb | BMY | Shares | $724K | 12K |
| Dolby Class A | DLB | Shares | $711K | 11K |
| Caterpillar | CAT | Shares | $697K | 783 |
| Cvs/Caremark | CVS | Shares | $656K | 8K |
| Corteva | Shares | $629K | 8K | |
| Wyndham Hotels & Resorts | Shares | $603K | 7K | |
| Kroger | KR | Shares | $602K | 9K |
| Mccormick | MKC | Shares | $579K | 11K |
| Ameriprise Financial | AMP | Shares | $570K | 1K |
| 3M | Shares | $564K | 4K | |
| Constellation Energy | CEG | Shares | $559K | 2K |
| Clorox | CLX | Shares | $550K | 6K |
| Fedex | Shares | $548K | 1K | |
| Lpl Financial Holdings | LPLA | Shares | $498K | 1K |
| Wix.Com | Shares | $474K | 6K | |
| Newmont Mining Corp. | NEM | Shares | $462K | 4K |
| Credo Technology | Shares | $443K | 3K | |
| Moody'S Corp. | MCO | Shares | $427K | 924 |
| Apollo Global Mgmt. Llc | Shares | $418K | 3K | |
| Yum! Brands | YUM | Shares | $403K | 3K |
| Capital One Financial | COF | Shares | $393K | 2K |
| Intuit | INTU | Shares | $389K | 1K |
| Digital Realty Trust | DLR | Shares | $382K | 2K |
| Nasdaq | NDAQ | Shares | $372K | 4K |
| Oracle | Shares | $367K | 2K | |
| Aecon Group | Shares | $359K | 10K | |
| Packaging Corp. | PKG | Shares | $349K | 2K |
| Boeing | BA | Shares | $344K | 2K |
| Verizon Communications | Shares | $332K | 7K | |
| Ishares Russell Midcap Index | IWR | Shares | $303K | 3K |
| First American Financial | Shares | $300K | 4K | |
| Huntington Bancshares | HBAN | Shares | $286K | 17K |
| Cigna | Shares | $282K | 971 | |
| Becton Dickinson | BDX | Shares | $269K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.