Pettee Investors, Inc. Top Holdings and 13F Report (2025)

About Pettee Investors, Inc.

Investment Activity

Pettee Investors, Inc. has $196.93 million in total holdings as of December 31, 2024.
Pettee Investors, Inc. owns shares of 115 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 1.69% of the portfolio was purchased this quarter.
About 3.33% of the portfolio was sold this quarter.
This quarter, Pettee Investors, Inc. has purchased 118 new stocks and bought additional shares in 15 stocks.
Pettee Investors, Inc. sold shares of 18 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $14,751,034
Apple: $9,207,192
Johnson & Johnson: $8,348,334
Microsoft: $7,972,251
Hoya Capital Housing ETF: $7,267,901

Largest New Holdings this Quarter

Global Payments: $1,415,542 Holding
Akamai Technologies: $542,814 Holding

Largest Purchases this Quarter

Global Payments: 12,632 shares (about $1.42M)
Akamai Technologies: 5,675 shares (about $542.81K)
Wix.com: 1,700 shares (about $364.73K)
Alphabet: 1,462 shares (about $278.42K)
Seagate Technology: 2,900 shares (about $250.30K)

Largest Sales this Quarter

Lear: 6,234 shares (about $590.36K)
Anheuser-Busch InBev SA/NV: 4,123 shares (about $206.44K)
Newmont: 3,875 shares (about $144.23K)
Pfizer: 1,600 shares (about $42.45K)
CVS Health: 700 shares (about $31.42K)

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.	$14,751,034	$10,547 ▼	-0.1%	61,537	7.5%	Finance
AAPL Apple	$9,207,192		0.0%	36,767	4.7%	Computer and Technology
JNJ Johnson & Johnson	$8,348,334		0.0%	57,726	4.2%	Medical
MSFT Microsoft	$7,972,251		0.0%	18,914	4.0%	Computer and Technology
HOMZ Hoya Capital Housing ETF	$7,267,901		0.0%	160,417	3.7%	ETF
GOOG Alphabet	$4,500,097	$278,423 ▲	6.6%	23,630	2.3%	Computer and Technology
AMZN Amazon.com	$4,456,908	$34,225 ▲	0.8%	20,315	2.3%	Retail/Wholesale
AXP American Express	$4,364,594		0.0%	14,706	2.2%	Finance
URI United Rentals	$3,988,539	$28,882 ▲	0.7%	5,662	2.0%	Construction
IBM International Business Machines	$3,954,082	$29,677 ▲	0.8%	17,987	2.0%	Computer and Technology
PG Procter & Gamble	$3,950,169		0.0%	23,562	2.0%	Consumer Staples
HD Home Depot	$3,616,829		0.0%	9,298	1.8%	Retail/Wholesale
SPGI S&P Global	$3,423,956	$17,431 ▼	-0.5%	6,875	1.7%	Business Services
SCHW Charles Schwab	$3,307,285		0.0%	44,687	1.7%	Finance
DOV Dover	$3,105,906		0.0%	16,556	1.6%	Industrial Products
WMT Walmart	$3,073,436		0.0%	34,017	1.6%	Retail/Wholesale
DHI D.R. Horton	$2,999,838		0.0%	21,455	1.5%	Construction
WM Waste Management	$2,936,650		0.0%	14,553	1.5%	Business Services
NSRGY Nestlé	$2,908,112	$17,765 ▼	-0.6%	35,196	1.5%	Consumer Staples
DIS Walt Disney	$2,721,728		0.0%	24,443	1.4%	Consumer Discretionary
ABT Abbott Laboratories	$2,662,723		0.0%	23,541	1.4%	Medical
RS Reliance	$2,633,632		0.0%	9,781	1.3%	Basic Materials
PFE Pfizer	$2,551,284	$42,448 ▼	-1.6%	96,166	1.3%	Medical
XOM Exxon Mobil	$2,514,879		0.0%	23,379	1.3%	Oils/Energy
KR Kroger	$2,503,909		0.0%	40,947	1.3%	Retail/Wholesale
CVX Chevron	$2,437,078	$9,849 ▼	-0.4%	16,826	1.2%	Oils/Energy
BMY Bristol-Myers Squibb	$2,355,328	$27,149 ▼	-1.1%	41,643	1.2%	Medical
NDAQ Nasdaq	$2,088,530		0.0%	27,015	1.1%	Finance
CLX Clorox	$2,070,890		0.0%	12,751	1.1%	Consumer Staples
HUBB Hubbell	$2,025,333	$8,378 ▲	0.4%	4,835	1.0%	Industrial Products
LH Laboratory Co. of America	$2,013,430		0.0%	8,780	1.0%	Medical
ICLR ICON Public	$1,908,571		0.0%	9,101	1.0%	Medical
ZTS Zoetis	$1,828,075	$109,163 ▲	6.4%	11,220	0.9%	Medical
UNH UnitedHealth Group	$1,794,285	$20,234 ▼	-1.1%	3,547	0.9%	Medical
ABBV AbbVie	$1,778,777		0.0%	10,010	0.9%	Medical
DD DuPont de Nemours	$1,724,928	$10,980 ▼	-0.6%	22,622	0.9%	Basic Materials
PEP PepsiCo	$1,707,178	$10,644 ▼	-0.6%	11,227	0.9%	Consumer Staples
MRK Merck & Co., Inc.	$1,642,813		0.0%	16,514	0.8%	Medical
MAA Mid-America Apartment Communities	$1,572,131		0.0%	10,171	0.8%	Finance
MCD McDonald's	$1,565,696	$10,146 ▲	0.7%	5,401	0.8%	Retail/Wholesale
EMR Emerson Electric	$1,500,544	$34,081 ▲	2.3%	12,108	0.8%	Industrial Products
NVDA NVIDIA	$1,443,752	$69,965 ▲	5.1%	10,751	0.7%	Computer and Technology
ROK Rockwell Automation	$1,421,805		0.0%	4,975	0.7%	Computer and Technology
GPN Global Payments	$1,415,542	$1,415,542 ▲	New Holding	12,632	0.7%	Business Services
BDX Becton, Dickinson and Company	$1,415,442		0.0%	6,239	0.7%	Medical
MKC McCormick & Company, Incorporated	$1,374,302		0.0%	18,026	0.7%	Consumer Staples
LOW Lowe's Companies	$1,302,610		0.0%	5,278	0.7%	Retail/Wholesale
GE General Electric	$1,298,127		0.0%	7,783	0.7%	Transportation
AMGN Amgen	$1,296,423		0.0%	4,974	0.7%	Medical
HII Huntington Ingalls Industries	$1,279,705		0.0%	6,772	0.6%	Aerospace
KRG Kite Realty Group Trust	$1,274,872		0.0%	50,510	0.6%	Finance
J Jacobs Solutions	$1,180,533		0.0%	8,835	0.6%	Business Services
GS The Goldman Sachs Group	$1,165,282	$32,639 ▲	2.9%	2,035	0.6%	Finance
INTC Intel	$1,145,216	$24,060 ▼	-2.1%	57,118	0.6%	Computer and Technology
AMP Ameriprise Financial	$1,144,725		0.0%	2,150	0.6%	Finance
INTU Intuit	$1,136,969		0.0%	1,809	0.6%	Computer and Technology
Teledyne Technologies	$1,112,055		0.0%	2,396	0.6%	COM
QCOM QUALCOMM	$1,106,525		0.0%	7,203	0.6%	Computer and Technology
HUM Humana	$1,099,579		0.0%	4,334	0.6%	Medical
NEM Newmont	$1,040,187	$144,227 ▼	-12.2%	27,947	0.5%	Basic Materials
UNP Union Pacific	$1,024,812		0.0%	4,494	0.5%	Transportation
CMS CMS Energy	$1,024,277		0.0%	15,368	0.5%	Utilities
BK Bank of New York Mellon	$1,000,327		0.0%	13,020	0.5%	Finance
LEA Lear	$988,857	$590,360 ▼	-37.4%	10,442	0.5%	Auto/Tires/Trucks
ORI Old Republic International	$977,130		0.0%	27,000	0.5%	Finance
WIX Wix.com	$955,820	$364,735 ▲	61.7%	4,455	0.5%	Computer and Technology
DLB Dolby Laboratories	$866,129		0.0%	11,090	0.4%	Consumer Discretionary
LLY Eli Lilly and Company	$822,952		0.0%	1,066	0.4%	Medical
MAS Masco	$818,517		0.0%	11,279	0.4%	Construction
WLK Westlake	$769,416		0.0%	6,711	0.4%	Basic Materials
VZ Verizon Communications	$761,130	$17,316 ▼	-2.2%	19,033	0.4%	Computer and Technology
MMM 3M	$761,115		0.0%	5,896	0.4%	Multi-Sector Conglomerates
RIET Hoya Capital High Dividend Yield ETF	$757,971		0.0%	75,121	0.4%	ETF
WH Wyndham Hotels & Resorts	$746,652		0.0%	7,408	0.4%	Consumer Discretionary
VAC Marriott Vacations Worldwide	$717,322		0.0%	7,988	0.4%	Consumer Discretionary
CTVA Corteva	$697,988		0.0%	12,254	0.4%	Consumer Staples
AVGO Broadcom	$697,838	$69,552 ▲	11.1%	3,010	0.4%	Computer and Technology
AWK American Water Works	$672,868		0.0%	5,405	0.3%	Utilities
STX Seagate Technology	$666,745	$250,299 ▲	60.1%	7,725	0.3%	Computer and Technology
GE Vernova	$636,151		0.0%	1,934	0.3%	COM
DOW DOW	$612,625		0.0%	15,266	0.3%	Basic Materials
CVS CVS Health	$577,959	$31,423 ▼	-5.2%	12,875	0.3%	Medical
ZBH Zimmer Biomet	$573,148		0.0%	5,426	0.3%	Medical
FDX FedEx	$549,719		0.0%	1,954	0.3%	Transportation
AKAM Akamai Technologies	$542,814	$542,814 ▲	New Holding	5,675	0.3%	Computer and Technology
UPS United Parcel Service	$538,447	$8,827 ▼	-1.6%	4,270	0.3%	Transportation
Apollo Global Mgmt. LLC	$536,770		0.0%	3,250	0.3%	COM
Cisco Systems	$519,480		0.0%	8,775	0.3%	COM
KO Coca-Cola	$467,946		0.0%	7,516	0.2%	Consumer Staples
MCO Moody's	$437,394		0.0%	924	0.2%	Finance
YUM Yum! Brands	$421,933		0.0%	3,145	0.2%	Retail/Wholesale
PKG Packaging Co. of America	$413,114		0.0%	1,835	0.2%	Industrial Products
AMAT Applied Materials	$403,322		0.0%	2,480	0.2%	Computer and Technology
DFS Discover Financial Services	$401,894		0.0%	2,320	0.2%	Finance
TFC Truist Financial	$398,879	$20,389 ▼	-4.9%	9,195	0.2%	Finance
CRM Salesforce	$397,853	$52,156 ▲	15.1%	1,190	0.2%	Computer and Technology
HBAN Huntington Bancshares	$397,427	$26,032 ▼	-6.1%	24,427	0.2%	Finance
Cigna	$354,011		0.0%	1,282	0.2%	COM
GOOGL Alphabet	$353,612		0.0%	1,868	0.2%	Computer and Technology
Blackstone Group	$350,702	$4,828 ▲	1.4%	2,034	0.2%	COM

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Pettee Investors, Inc. Top Holdings and 13F Report (2025)

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

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Pettee Investors, Inc. Top Holdings and 13F Report (2025)

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