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 ($8.43M).
The chart below shows the top 10 valuable assets, and the table below shows the top 111 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pettee Investors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |