Pettee Investors, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Pettee Investors, Inc. held in its portfolio 111 assets valued at $178,315,987 (i.e. $178.32M).

The most valuable assets in the portfolio included: JPMorgan Chase ($13.98M), Microsoft ($9.08M), and Johnson & Johnson ($8.43M).

The chart below shows the top 10 valuable assets, and the table below shows the top 111 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Pettee Investors, Inc. Portfolio
JPMorgan Chase
Microsoft
Johnson & Johnson
Apple
Hoya Capital Housing
Alphabet Class C
United Rentals
International Business Machine
Amazon
American Express
Pettee Investors, Inc. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
JPMorgan Chase 43380 13977904 COM
Microsoft 18766 9075613 COM
Johnson & Johnson 40750 8433213 COM
Apple 29302 7966042 COM
Hoya Capital Housing 153817 6977401 COM
Alphabet Class C 20955 6575679 COM
United Rentals 6958 5631249 COM
International Business Machine 16526 4895166 COM
Amazon 19723 4552463 COM
American Express 9143 3382453 COM
Goldman Sachs 3723 3272517 COM
Nvidia Corp. 17310 3228315 COM
Wal-Mart Stores 28087 3129173 COM
D R Horton 21455 3090164 COM
Abbvie 12370 2826421 COM
Exxon Mobil 21064 2534842 COM
S&P Global 4629 2419069 COM
Waste Management 10923 2399892 COM
Home Depot 6942 2388742 COM
Hubbell 5241 2327581 COM
Disney 20386 2319315 COM
Schwab, Charles 21807 2178737 COM
Labcorp Holdings 8681 2177889 COM
GE Aerospace 7038 2167915 COM
Procter & Gamble 15014 2151656 COM
Chevron 14062 2143189 COM
Seagate 7725 2127388 COM
Nestle ADR 20759 2063191 COM
Abbott Laboratories 15727 1970436 COM
Lowes 7532 1816417 COM
Cisco Systems 23204 1787404 COM
Intel 48239 1780019 COM
Teledyne Technologies 3471 1772744 COM
McDonald's Corp. 5486 1676686 COM
Huntington Ingalls Ind. 4852 1650020 COM
Equifax 7152 1551841 COM
Emerson Electric 11370 1509026 COM
Pfizer 58565 1458269 COM
Zoetis 11110 1397860 COM
Broadcom, Inc. 3877 1341830 COM
Old Republic 27000 1232280 COM
Kite Realty Group 50510 1210725 COM
PepsiCo 8246 1183466 COM
RTX 6250 1146250 COM
Eli Lilly 1066 1145609 COM
Bank of New York Mellon 9852 1143719 COM
Jacobs Solutions 8620 1141805 COM
Lear Corp. 9902 1134769 COM
Alphabet Class A 3301 1033213 COM
Dover Corp. 5158 1007048 COM
Amgen 3011 985530 COM
Applied Materials 3791 974249 COM
Datadog 7129 969473 COM
Merck 8873 933972 COM
Hoya Capital High Dividend Yie 97314 904174 COM
Humana 3460 886210 COM
Union Pacific 3818 883180 COM
McCormick 11386 775500 COM
United Health Group 2255 744398 COM
Qnity 9086 741872 COM
Du Pont (E.I) de Nemours 18438 741208 COM
GE Vernova 1119 731345 COM
Dolby Class A 11090 712200 COM
Constellation Energy 1946 687463 COM
Nextera Energy 8503 682621 COM
Intuit 1001 663100 COM
WIX.com 6345 659182 COM
CVS/Caremark 7880 625357 COM
3M 3846 615745 COM
Bristol-Myers Squibb 11224 605423 COM
Ameriprise Financial 1200 588408 COM
Clorox 5700 574731 COM
Wyndham Hotels & Resorts 7408 559748 COM
Kroger 8842 552448 COM
LPL Financial Holdings 1490 532183 COM
Corteva 7769 520756 COM
Service Corp. Int'l. 6400 499008 COM
Capital One Financial 2055 498050 COM
Westlake Chemical Corp. 6711 496211 COM
Akamai Technologies 5675 495144 COM
Moody's Corp. 924 472025 COM
Apollo Global Mgmt. LLC 3250 470470 COM
Newmont Mining Corp. 4655 464802 COM
Caterpillar 783 448557 COM
Quanta Services 1055 445273 COM
Oracle 2276 443615 COM
FedEx 1509 435890 COM
Nasdaq 4050 393377 COM
Yum! Brands 2522 381528 COM
Bank America 6821 375155 COM
Salesforce 1382 366106 COM
Becton Dickinson 1855 360000 COM
Packaging Corp. 1635 337186 COM
Boeing 1500 325680 COM
Blackstone Group 2034 313521 COM
Huntington Bancshares 17052 295852 COM
Digital Realty Trust 1900 293949 COM
Verizon Communications 6906 281281 COM
Ishares Russell Midcap Index 2900 279183 COM
Cal-Maine Foods 3430 272925 COM
Cigna 971 267248 COM
Paychex 2375 266428 COM
First American Financial 4275 262656 COM
Aecon Group 10000 230300 COM
IShares Russell 2000 Index 933 229667 COM
Icon PLC 1200 218664 COM
Coca-Cola 3082 215463 COM
Match Group 6496 209756 COM
Cognizant Technology Solutions 2500 207500 COM
Mid America Apartment Communit 1490 206976 COM
Apple Hospitality 17000 201450 COM