Pettee Investors, Inc.
CIK: 0001596901SEC EDGAR →
Portfolio Value
$178.3B
Holdings
111
As of
Q4 2025
New Positions
111
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | — JPMorgan Chase | 43,380 | $14.0B | 7.84% |
| 2 | Microsoft | 18,766 | $9.1B | 5.09% |
| 3 | Johnson & Johnson | 40,750 | $8.4B | 4.73% |
| 4 | Apple | 29,302 | $8.0B | 4.47% |
| 5 | Hoya Capital Housing | 153,817 | $7.0B | 3.91% |
| 6 | — Alphabet Class C | 20,955 | $6.6B | 3.69% |
| 7 | United Rentals | 6,958 | $5.6B | 3.16% |
| 8 | International Business Machine | 16,526 | $4.9B | 2.75% |
| 9 | Amazon | 19,723 | $4.6B | 2.55% |
| 10 | American Express | 9,143 | $3.4B | 1.90% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (111)
JPMorgan Chase
$14.0B · 43K shares
$9.1B · 19K shares
$8.4B · 41K shares
$8.0B · 29K shares
$7.0B · 154K shares
Alphabet Class C
$6.6B · 21K shares
$5.6B · 7K shares
$4.9B · 17K shares
$4.6B · 20K shares
$3.4B · 9K shares
$3.3B · 4K shares
$3.2B · 17K shares
$3.1B · 28K shares
$3.1B · 21K shares
$2.8B · 12K shares
$2.5B · 21K shares
$2.4B · 5K shares
$2.4B · 11K shares
$2.4B · 7K shares
$2.3B · 5K shares
$2.3B · 20K shares
$2.2B · 22K shares
$2.2B · 9K shares
$2.2B · 7K shares
$2.2B · 15K shares
$2.1B · 14K shares
$2.1B · 8K shares
$2.1B · 21K shares
$2.0B · 16K shares
$1.8B · 8K shares
Cisco Systems
$1.8B · 23K shares
$1.8B · 48K shares
$1.8B · 3K shares
$1.7B · 5K shares
$1.6B · 5K shares
$1.6B · 7K shares
$1.5B · 11K shares
$1.5B · 59K shares
$1.4B · 11K shares
$1.3B · 4K shares
$1.2B · 27K shares
$1.2B · 51K shares
$1.2B · 8K shares
$1.1B · 6K shares
$1.1B · 1K shares
$1.1B · 10K shares
$1.1B · 9K shares
$1.1B · 10K shares
Alphabet Class A
$1.0B · 3K shares
$1.0B · 5K shares
$985.0M · 3K shares
$974.0M · 4K shares
$969.0M · 7K shares
$933.0M · 9K shares
$904.0M · 97K shares
$886.0M · 3K shares
$883.0M · 4K shares
$775.0M · 11K shares
$744.0M · 2K shares
$741.0M · 18K shares
$741.0M · 9K shares
$731.0M · 1K shares
$712.0M · 11K shares
$687.0M · 2K shares
$682.0M · 9K shares
$663.0M · 1K shares
$659.0M · 6K shares
$625.0M · 8K shares
$615.0M · 4K shares
$605.0M · 11K shares
$588.0M · 1K shares
$574.0M · 6K shares
$559.0M · 7K shares
$552.0M · 9K shares
$532.0M · 1K shares
$520.0M · 8K shares
$499.0M · 6K shares
$498.0M · 2K shares
$496.0M · 7K shares
$495.0M · 6K shares
$472.0M · 924 shares
$470.0M · 3K shares
$464.0M · 5K shares
$448.0M · 783 shares
$445.0M · 1K shares
$443.0M · 2K shares
$435.0M · 2K shares
$393.0M · 4K shares
$381.0M · 3K shares
$375.0M · 7K shares
$366.0M · 1K shares
$360.0M · 2K shares
$337.0M · 2K shares
$325.0M · 2K shares
$313.0M · 2K shares
$295.0M · 17K shares
$293.0M · 2K shares
$281.0M · 7K shares
$279.0M · 3K shares
$272.0M · 3K shares
$267.0M · 971 shares
$266.0M · 2K shares
First American Financial
$262.0M · 4K shares
$230.0M · 10K shares
$229.0M · 933 shares
$218.0M · 1K shares
$215.0M · 3K shares
$209.0M · 6K shares
$207.0M · 3K shares
$206.0M · 1K shares
$201.0M · 17K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 19 | $38.1B | 21.4% |
| Unknown | 10 | $27.8B | 15.6% |
| Financial Services | 19 | $26.1B | 14.7% |
| Healthcare | 16 | $25.0B | 14.0% |
| Industrials | 17 | $23.9B | 13.4% |
| Consumer Cyclical | 10 | $16.4B | 9.2% |
| Consumer Defensive | 7 | $8.1B | 4.5% |
| Energy | 2 | $4.7B | 2.6% |
| Communication Services | 2 | $2.6B | 1.5% |
| Utilities | 3 | $2.1B | 1.2% |
| Basic Materials | 3 | $1.7B | 1.0% |
| Real Estate | 3 | $1.6B | 0.9% |