Sponsored

The Analysis of Pettee Investors, Inc.'s Holdings & P&L

Currently, Pettee Investors, Inc. holds 115 types of securities in its portfolio with a total value $194.2M. In the most recent quarter, they have increased their positions in NFG (+11.4K shares, valued at $959.4K), N/A (+1.7K shares, valued at $541.3K), CRDO (+2.5K shares, valued at $442.9K); decreased their positions in UNP (-813 shares, valued at $219.1K), BAC (-2.1K shares, valued at $112.3K), N/A (-150 shares, valued at $60.5K); initiated new positions in NFG (+11.4K shares, valued at $959.4K), CRDO (+2.5K shares, valued at $442.9K), SLB (+4.4K shares, valued at $252.6K).

1M P&L

+3.5M+2.77%

3M P&L

+4.2M+3.28%

HY P&L

+9.9M+8.24%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General16.5M

12.9%

2Semiconductors8.5M

6.6%

3Consumer Electronics8.1M

6.3%

Top Industries by Stock Count

1Drug Manufacturers - General6 stocks

7.7%

2Healthcare Plans4 stocks

5.1%

3Oil & Gas Integrated3 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPMorgan Chase JPMorgan Chase45.1K shares3.98%2026-03-312026-05-04

JNJ Johnson & Johnson41.8K shares2.64%2026-03-312026-05-04

Alphabet Class C Alphabet Class C21.3K shares1.81%2026-03-312026-05-04

AAPL Apple29.8K shares1.86%2026-03-312026-05-04

MSFT Microsoft19.0K shares1.31%2026-03-312026-05-04

Hoya Capital Housing Hoya Capital Housing153.8K shares0.00%2026-03-312026-05-04

URI United Rentals7.0K shares0.40%2026-03-312026-05-04

AMZN Amazon19.8K shares0.28%2026-03-312026-05-04

Sponsored

Seagate Seagate7.7K shares0.00%2026-03-312026-05-04

INTC Intel48.4K shares0.26%2026-03-312026-05-04

IBM International Business Machine16.5K shares0.00%2026-03-312026-05-04

WMT Wal-Mart Stores28.1K shares0.00%2026-03-312026-05-04

NVDA Nvidia Corp.17.3K shares0.00%2026-03-312026-05-04

GS Goldman Sachs3.7K shares0.32%2026-03-312026-05-04

XOM Exxon Mobil22.2K shares5.24%2026-03-312026-05-04

DHI D R Horton21.5K shares0.00%2026-03-312026-05-04

Sponsored

AXP American Express9.1K shares0.00%2026-03-312026-05-04

CVX Chevron14.8K shares5.29%2026-03-312026-05-04

Hubbell Hubbell5.2K shares0.00%2026-03-312026-05-04

ABBV Abbvie12.4K shares0.00%2026-03-312026-05-04

WM Waste Management10.9K shares0.00%2026-03-312026-05-04

SPGI S&P Global5.4K shares17.20%2026-03-312026-05-04

PG Procter & Gamble15.7K shares4.39%2026-03-312026-05-04

HD Home Depot6.9K shares0.00%2026-03-312026-05-04

Sponsored

Teledyne Technologies Teledyne Technologies3.5K shares0.00%2026-03-312026-05-04

Labcorp Holdings Labcorp Holdings8.7K shares0.51%2026-03-312026-05-04

Cisco Systems Cisco Systems23.4K shares0.75%2026-03-312026-05-04

GE Aerospace GE Aerospace7.4K shares4.59%2026-03-312026-05-04

DIS Disney20.4K shares0.00%2026-03-312026-05-04

Nestle ADR Nestle ADR20.8K shares0.00%2026-03-312026-05-04

SCHW Schwab, Charles21.8K shares0.00%2026-03-312026-05-04

EMR Emerson Electric13.2K shares15.92%2026-03-312026-05-04

Sponsored

LOW Lowes7.5K shares0.00%2026-03-312026-05-04

HII Huntington Ingalls Ind.4.9K shares0.00%2026-03-312026-05-04

Broadcom, Inc. Broadcom, Inc.3.9K shares0.00%2026-03-312026-05-04

MCD McDonald's Corp.5.5K shares0.00%2026-03-312026-05-04

PFE Pfizer58.0K shares-1.03%2026-03-312026-05-04

AMAT Applied Materials3.8K shares0.00%2026-03-312026-05-04

PEP PepsiCo9.3K shares12.48%2026-03-312026-05-04

ABT Abbott Laboratories15.7K shares0.00%2026-03-312026-05-04

Sponsored

BK Bank of New York Mellon9.9K shares0.00%2026-03-312026-05-04

Kite Realty Group Kite Realty Group50.5K shares0.00%2026-03-312026-05-04

EFX Equifax7.5K shares5.02%2026-03-312026-05-04

GE Vernova GE Vernova1.2K shares7.15%2026-03-312026-05-04

Qnity Qnity9.1K shares0.00%2026-03-312026-05-04

Alphabet Class A Alphabet Class A3.3K shares0.00%2026-03-312026-05-04

Zoetis Zoetis11.0K shares-1.35%2026-03-312026-05-04

LEA Lear Corp.9.9K shares0.00%2026-03-312026-05-04

Sponsored

DOV Dover Corp.5.5K shares6.79%2026-03-312026-05-04

J Jacobs Solutions8.6K shares0.00%2026-03-312026-05-04

RTX RTX6.3K shares0.00%2026-03-312026-05-04

ORI Old Republic27.0K shares0.00%2026-03-312026-05-04

AMGN Amgen3.0K shares0.00%2026-03-312026-05-04

Merck Merck9.5K shares6.67%2026-03-312026-05-04

LLY Eli Lilly1.1K shares0.00%2026-03-312026-05-04

NFG National Fuel Gas11.4K sharesnew addition2026-03-312026-05-04

Sponsored

DDOG Datadog7.1K shares0.00%2026-03-312026-05-04

Hoya Capital High Dividend Yie Hoya Capital High Dividend Yie97.3K shares0.00%2026-03-312026-05-04

Du Pont (E.I) de Nemours Du Pont (E.I) de Nemours18.4K shares0.00%2026-03-312026-05-04

NEE Nextera Energy8.5K shares0.00%2026-03-312026-05-04

HUM Humana3.5K shares0.00%2026-03-312026-05-04

SCI Service Corp. Int'l.10.0K shares56.25%2026-03-312026-05-04

UNP Union Pacific3.0K shares-21.29%2026-03-312026-05-04

UNH United Health Group2.2K shares-3.86%2026-03-312026-05-04

Sponsored

WLK Westlake Chemical Corp.6.7K shares0.00%2026-03-312026-05-04

PWR Quanta Services1.1K shares0.00%2026-03-312026-05-04

BMY Bristol-Myers Squibb12.0K shares6.50%2026-03-312026-05-04

DLB Dolby Class A11.1K shares0.00%2026-03-312026-05-04

CAT Caterpillar783 shares0.00%2026-03-312026-05-04

CVS CVS/Caremark7.9K shares0.00%2026-03-312026-05-04

Corteva Corteva7.8K shares0.00%2026-03-312026-05-04

Wyndham Hotels & Resorts Wyndham Hotels & Resorts7.4K shares0.00%2026-03-312026-05-04

Sponsored

KR Kroger8.8K shares0.00%2026-03-312026-05-04

MKC McCormick11.4K shares0.00%2026-03-312026-05-04

AMP Ameriprise Financial1.2K shares0.00%2026-03-312026-05-04

3M 3M3.8K shares0.00%2026-03-312026-05-04

CEG Constellation Energy1.8K shares-8.22%2026-03-312026-05-04

CLX Clorox5.7K shares0.00%2026-03-312026-05-04

FedEx FedEx1.4K shares-9.94%2026-03-312026-05-04

LPLA LPL Financial Holdings1.5K shares0.00%2026-03-312026-05-04

Sponsored

WIX.com WIX.com6.3K shares0.00%2026-03-312026-05-04

NEM Newmont Mining Corp.4.2K shares-10.74%2026-03-312026-05-04

CRDO Credo Technology2.5K sharesnew addition2026-03-312026-05-04

MCO Moody's Corp.924 shares0.00%2026-03-312026-05-04

APO Apollo Global Mgmt. LLC3.3K shares0.00%2026-03-312026-05-04

YUM Yum! Brands2.5K shares0.00%2026-03-312026-05-04

COF Capital One Financial2.1K shares0.00%2026-03-312026-05-04

INTU Intuit1.0K shares0.00%2026-03-312026-05-04

Sponsored

DLR Digital Realty Trust1.9K shares0.00%2026-03-312026-05-04

NDAQ Nasdaq4.0K shares0.00%2026-03-312026-05-04

Oracle Oracle2.3K shares0.00%2026-03-312026-05-04

Aecon Group Aecon Group10.0K shares0.00%2026-03-312026-05-04

PKG Packaging Corp.1.6K shares0.00%2026-03-312026-05-04

BA Boeing1.5K shares0.00%2026-03-312026-05-04

Verizon Communications Verizon Communications6.9K shares0.00%2026-03-312026-05-04

IWR Ishares Russell Midcap Index2.9K shares0.00%2026-03-312026-05-04

Sponsored

First American Financial First American Financial4.3K shares0.00%2026-03-312026-05-04

HBAN Huntington Bancshares17.1K shares0.00%2026-03-312026-05-04

CI Cigna971 shares0.00%2026-03-312026-05-04

BDX Becton Dickinson1.8K shares-2.70%2026-03-312026-05-04

CALM Cal-Maine Foods3.4K shares0.00%2026-03-312026-05-04

IShares Russell 2000 Index IShares Russell 2000 Index933 shares0.00%2026-03-312026-05-04

Blackstone Group Blackstone Group2.0K shares0.00%2026-03-312026-05-04

SLB SLB Ltd.4.4K sharesnew addition2026-03-312026-05-04

Sponsored

BAC Bank America4.7K shares-30.79%2026-03-312026-05-04

Match Group Match Group6.5K shares0.00%2026-03-312026-05-04

KO Coca-Cola3.1K shares0.00%2026-03-312026-05-04

Entergy Entergy2.0K sharesnew addition2026-03-312026-05-04

Apple Hospitality Apple Hospitality17.0K shares0.00%2026-03-312026-05-04

Salesforce Salesforce1.3K shares-9.33%2026-03-312026-05-04

PAYX Paychex2.3K shares-4.21%2026-03-312026-05-04

Evergy Evergy2.5K sharesnew addition2026-03-312026-05-04

Sponsored

TRV Travelers680 sharesnew addition2026-03-312026-05-04

Verisign Verisign765 sharesnew addition2026-03-312026-05-04

WAT Waters Corp.649 sharesnew addition2026-03-312026-05-04

JPMorgan Chase

3.98%

Shares45.1K

Event2026-03-31

Filed2026-05-04

JNJ

Johnson & Johnson

2.64%

Shares41.8K

Event2026-03-31

Filed2026-05-04

Alphabet Class C

1.81%

Shares21.3K

Event2026-03-31

Filed2026-05-04

AAPL

Apple

1.86%

Shares29.8K

Event2026-03-31

Filed2026-05-04

MSFT

Microsoft

1.31%

Shares19.0K

Event2026-03-31

Filed2026-05-04

Hoya Capital Housing

0.00%

Shares153.8K

Event2026-03-31

Filed2026-05-04

URI

United Rentals

0.40%

Shares7.0K

Event2026-03-31

Filed2026-05-04

AMZN

Amazon

0.28%

Shares19.8K

Event2026-03-31

Filed2026-05-04

Seagate

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-04

INTC

Intel

0.26%

Shares48.4K

Event2026-03-31

Filed2026-05-04

IBM

International Business Machine

0.00%

Shares16.5K

Event2026-03-31

Filed2026-05-04

WMT

Wal-Mart Stores

0.00%

Shares28.1K

Event2026-03-31

Filed2026-05-04

NVDA

Nvidia Corp.

0.00%

Shares17.3K

Event2026-03-31

Filed2026-05-04

Goldman Sachs

0.32%

Shares3.7K

Event2026-03-31

Filed2026-05-04

XOM

Exxon Mobil

5.24%

Shares22.2K

Event2026-03-31

Filed2026-05-04

DHI

D R Horton

0.00%

Shares21.5K

Event2026-03-31

Filed2026-05-04

AXP

American Express

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-04

CVX

Chevron

5.29%

Shares14.8K

Event2026-03-31

Filed2026-05-04

Hubbell

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-04

ABBV

Abbvie

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-04

Waste Management

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-04

SPGI

S&P Global

17.20%

Shares5.4K

Event2026-03-31

Filed2026-05-04

Procter & Gamble

4.39%

Shares15.7K

Event2026-03-31

Filed2026-05-04

Home Depot

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-04

Teledyne Technologies

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-04

Labcorp Holdings

0.51%

Shares8.7K

Event2026-03-31

Filed2026-05-04

Cisco Systems

0.75%

Shares23.4K

Event2026-03-31

Filed2026-05-04

GE Aerospace

4.59%

Shares7.4K

Event2026-03-31

Filed2026-05-04

DIS

Disney

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-04

Nestle ADR

0.00%

Shares20.8K

Event2026-03-31

Filed2026-05-04

SCHW

Schwab, Charles

0.00%

Shares21.8K

Event2026-03-31

Filed2026-05-04

EMR

Emerson Electric

15.92%

Shares13.2K

Event2026-03-31

Filed2026-05-04

LOW

Lowes

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-04

HII

Huntington Ingalls Ind.

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-04

Broadcom, Inc.

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-04

MCD

McDonald's Corp.

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-04

PFE

Pfizer

-1.03%

Shares58.0K

Event2026-03-31

Filed2026-05-04

AMAT

Applied Materials

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-04

PEP

PepsiCo

12.48%

Shares9.3K

Event2026-03-31

Filed2026-05-04

ABT

Abbott Laboratories

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-04

Bank of New York Mellon

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-04

Kite Realty Group

0.00%

Shares50.5K

Event2026-03-31

Filed2026-05-04

EFX

Equifax

5.02%

Shares7.5K

Event2026-03-31

Filed2026-05-04

GE Vernova

7.15%

Shares1.2K

Event2026-03-31

Filed2026-05-04

Qnity

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-04

Alphabet Class A

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-04

Zoetis

-1.35%

Shares11.0K

Event2026-03-31

Filed2026-05-04

LEA

Lear Corp.

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-04

DOV

Dover Corp.

6.79%

Shares5.5K

Event2026-03-31

Filed2026-05-04

Jacobs Solutions

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-04

RTX

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-04

ORI

Old Republic

0.00%

Shares27.0K

Event2026-03-31

Filed2026-05-04

AMGN

Amgen

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-04

Merck

6.67%

Shares9.5K

Event2026-03-31

Filed2026-05-04

LLY

Eli Lilly

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-04

NFG

National Fuel Gas

New

Shares11.4K

Event2026-03-31

Filed2026-05-04

DDOG

Datadog

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-04

Hoya Capital High Dividend Yie

0.00%

Shares97.3K

Event2026-03-31

Filed2026-05-04

Du Pont (E.I) de Nemours

0.00%

Shares18.4K

Event2026-03-31

Filed2026-05-04

NEE

Nextera Energy

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-04

HUM

Humana

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-04

SCI

Service Corp. Int'l.

56.25%

Shares10.0K

Event2026-03-31

Filed2026-05-04

UNP

Union Pacific

-21.29%

Shares3.0K

Event2026-03-31

Filed2026-05-04

UNH

United Health Group

-3.86%

Shares2.2K

Event2026-03-31

Filed2026-05-04

WLK

Westlake Chemical Corp.

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-04

PWR

Quanta Services

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-04

BMY

Bristol-Myers Squibb

6.50%

Shares12.0K

Event2026-03-31

Filed2026-05-04

DLB

Dolby Class A

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-04

CAT

Caterpillar

0.00%

Shares783

Event2026-03-31

Filed2026-05-04

CVS

CVS/Caremark

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-04

Corteva

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-04

Wyndham Hotels & Resorts

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-04

Kroger

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-04

MKC

McCormick

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-04

AMP

Ameriprise Financial

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-04

CEG

Constellation Energy

-8.22%

Shares1.8K

Event2026-03-31

Filed2026-05-04

CLX

Clorox

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-04

FedEx

-9.94%

Shares1.4K

Event2026-03-31

Filed2026-05-04

LPLA

LPL Financial Holdings

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

WIX.com

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-04

NEM

Newmont Mining Corp.

-10.74%

Shares4.2K

Event2026-03-31

Filed2026-05-04

CRDO

Credo Technology

New

Shares2.5K

Event2026-03-31

Filed2026-05-04

MCO

Moody's Corp.

0.00%

Shares924

Event2026-03-31

Filed2026-05-04

APO

Apollo Global Mgmt. LLC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-04

YUM

Yum! Brands

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-04

COF

Capital One Financial

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-04

INTU

Intuit

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-04

DLR

Digital Realty Trust

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-04

NDAQ

Nasdaq

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-04

Oracle

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-04

Aecon Group

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-04

PKG

Packaging Corp.

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

Boeing

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

Verizon Communications

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-04

IWR

Ishares Russell Midcap Index

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-04

First American Financial

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-04

HBAN

Huntington Bancshares

0.00%

Shares17.1K

Event2026-03-31

Filed2026-05-04

Cigna

0.00%

Shares971

Event2026-03-31

Filed2026-05-04

BDX

Becton Dickinson

-2.70%

Shares1.8K

Event2026-03-31

Filed2026-05-04

CALM

Cal-Maine Foods

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-04

IShares Russell 2000 Index

0.00%

Shares933

Event2026-03-31

Filed2026-05-04

Blackstone Group

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-04

SLB

SLB Ltd.

New

Shares4.4K

Event2026-03-31

Filed2026-05-04

BAC

Bank America

-30.79%

Shares4.7K

Event2026-03-31

Filed2026-05-04

Match Group

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-04

Coca-Cola

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-04

Entergy

New

Shares2.0K

Event2026-03-31

Filed2026-05-04

Apple Hospitality

0.00%

Shares17.0K

Event2026-03-31

Filed2026-05-04

Salesforce

-9.33%

Shares1.3K

Event2026-03-31

Filed2026-05-04

PAYX

Paychex

-4.21%

Shares2.3K

Event2026-03-31

Filed2026-05-04

Evergy

New

Shares2.5K

Event2026-03-31

Filed2026-05-04

TRV

Travelers

New

Shares680

Event2026-03-31

Filed2026-05-04

Verisign

New

Shares765

Event2026-03-31

Filed2026-05-04

WAT

Waters Corp.

New

Shares649

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available