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 $203.2M. In the most recent quarter, they have increased their positions in AMZN (+2.0K shares, valued at $473.6K), POWL (+950 shares, valued at $272.0K), AVGO (+633 shares, valued at $239.1K); decreased their positions in DD (-12.3K shares, valued at $1.7M), INTC (-8.6K shares, valued at $1.2M), WMT (-4.5K shares, valued at $508.1K); initiated new positions in POWL (+950 shares, valued at $272.0K), CACI (+475 shares, valued at $220.0K), ICLR (+1.2K shares, valued at $208.5K).

1M P&L

-654.0K-0.46%

3M P&L

+1.2M+0.86%

HY P&L

+6.2M+4.63%

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

1Banks - Diversified16.5M

11.5%

2Drug Manufacturers - General15.0M

10.4%

3Semiconductors11.4M

8.0%

Top Industries by Stock Count

1Drug Manufacturers - General5 stocks

6.3%

2Semiconductors4 stocks

5.0%

3Banks - Diversified3 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPM JPMorgan Chase45.2K shares0.18%2026-06-302026-08-06

JNJ Johnson & Johnson41.6K shares-0.49%2026-06-302026-08-06

AAPL Apple29.7K shares-0.36%2026-06-302026-08-06

URI United Rentals7.0K shares0.00%2026-06-302026-08-06

Alphabet Class C Alphabet Class C21.3K shares0.00%2026-06-302026-08-06

Seagate Seagate7.7K shares-0.39%2026-06-302026-08-06

Hoya Capital Housing Hoya Capital Housing153.8K shares0.00%2026-06-302026-08-06

MSFT Microsoft19.0K shares-0.26%2026-06-302026-08-06

Sponsored

INTC Intel39.8K shares-17.72%2026-06-302026-08-06

AMZN Amazon21.8K shares10.05%2026-06-302026-08-06

IBM International Business Machine16.5K shares0.11%2026-06-302026-08-06

GS Goldman Sachs3.7K shares0.00%2026-06-302026-08-06

DHI D R Horton21.3K shares-0.58%2026-06-302026-08-06

NVDA Nvidia Corp.17.3K shares0.00%2026-06-302026-08-06

AXP American Express9.4K shares2.85%2026-06-302026-08-06

Abbvie Abbvie12.4K shares0.00%2026-06-302026-08-06

Sponsored

Exxon Mobil Exxon Mobil22.2K shares0.00%2026-06-302026-08-06

GE GE Aerospace7.4K shares0.00%2026-06-302026-08-06

Cisco Systems Cisco Systems23.4K shares0.00%2026-06-302026-08-06

HUBB Hubbell5.2K shares0.00%2026-06-302026-08-06

Applied Materials Applied Materials3.7K shares-1.13%2026-06-302026-08-06

WMT Wal-Mart Stores23.6K shares-15.97%2026-06-302026-08-06

Labcorp Holdings Labcorp Holdings9.5K shares8.88%2026-06-302026-08-06

Waste Management Waste Management11.6K shares6.41%2026-06-302026-08-06

Sponsored

CVX Chevron14.8K shares0.00%2026-06-302026-08-06

HD Home Depot6.9K shares0.00%2026-06-302026-08-06

Teledyne Technologies Teledyne Technologies3.5K shares0.00%2026-06-302026-08-06

PG Procter & Gamble15.7K shares0.00%2026-06-302026-08-06

S&P Global S&P Global5.4K shares0.00%2026-06-302026-08-06

EMR Emerson Electric14.3K shares8.12%2026-06-302026-08-06

NSRGY Nestle ADR19.3K shares-6.98%2026-06-302026-08-06

SCHW Schwab, Charles21.5K shares-1.26%2026-06-302026-08-06

Sponsored

DIS Disney20.3K shares-0.49%2026-06-302026-08-06

Datadog Datadog7.1K shares0.00%2026-06-302026-08-06

AVGO Broadcom, Inc.4.5K shares16.33%2026-06-302026-08-06

LOW Lowes7.5K shares-0.74%2026-06-302026-08-06

Q Qnity9.1K shares0.00%2026-06-302026-08-06

MCD McDonald's Corp.5.5K shares0.00%2026-06-302026-08-06

Kite Realty Group Kite Realty Group50.5K shares0.00%2026-06-302026-08-06

BK Bank of New York Mellon9.9K shares0.00%2026-06-302026-08-06

Sponsored

ABT Abbott Laboratories15.6K shares-0.85%2026-06-302026-08-06

GE Vernova GE Vernova1.2K shares0.00%2026-06-302026-08-06

HUM Humana3.5K shares0.00%2026-06-302026-08-06

HII Huntington Ingalls Ind.4.9K shares0.00%2026-06-302026-08-06

PFE Pfizer55.7K shares-3.92%2026-06-302026-08-06

LEA Lear Corp.9.9K shares0.00%2026-06-302026-08-06

LLY Eli Lilly1.1K shares0.00%2026-06-302026-08-06

PEP PepsiCo9.3K shares0.00%2026-06-302026-08-06

Sponsored

DOV Dover Corp.5.5K shares0.00%2026-06-302026-08-06

Merck Merck9.5K shares0.00%2026-06-302026-08-06

Alphabet Class A Alphabet Class A3.3K shares0.67%2026-06-302026-08-06

RTX RTX6.3K shares0.00%2026-06-302026-08-06

EFX Equifax7.4K shares-2.02%2026-06-302026-08-06

ORI Old Republic27.0K shares0.00%2026-06-302026-08-06

AMGN Amgen3.0K shares0.00%2026-06-302026-08-06

J Jacobs Solutions8.6K shares0.00%2026-06-302026-08-06

Sponsored

Hoya Capital High Dividend Yie Hoya Capital High Dividend Yie97.3K shares0.00%2026-06-302026-08-06

United Health Group United Health Group2.2K shares0.00%2026-06-302026-08-06

NFG National Fuel Gas11.4K shares0.00%2026-06-302026-08-06

CAT Caterpillar783 shares0.00%2026-06-302026-08-06

DD Du Pont (E.I) de Nemours6.1K shares-66.68%2026-06-302026-08-06

UNP Union Pacific3.0K shares0.00%2026-06-302026-08-06

CVS CVS/Caremark7.9K shares0.00%2026-06-302026-08-06

ZTS Zoetis10.7K shares-2.74%2026-06-302026-08-06

Sponsored

Quanta Services Quanta Services1.1K shares0.00%2026-06-302026-08-06

SCI Service Corp. Int'l.10.0K shares0.00%2026-06-302026-08-06

Nextera Energy Nextera Energy8.5K shares0.00%2026-06-302026-08-06

CRDO Credo Technology2.5K shares0.00%2026-06-302026-08-06

BMY Bristol-Myers Squibb12.0K shares0.00%2026-06-302026-08-06

CTVA Corteva7.8K shares0.00%2026-06-302026-08-06

Wyndham Hotels & Resorts Wyndham Hotels & Resorts7.4K shares0.00%2026-06-302026-08-06

MMM 3M3.8K shares-1.72%2026-06-302026-08-06

Sponsored

DLB Dolby Class A11.1K shares0.00%2026-06-302026-08-06

MKC McCormick11.4K shares0.00%2026-06-302026-08-06

Ameriprise Financial Ameriprise Financial1.2K shares0.00%2026-06-302026-08-06

CLX Clorox5.7K shares0.00%2026-06-302026-08-06

NDAQ Nasdaq6.7K shares66.05%2026-06-302026-08-06

KR Kroger8.8K shares0.00%2026-06-302026-08-06

WLK Westlake Chemical Corp.6.7K shares0.00%2026-06-302026-08-06

CEG Constellation Energy1.8K shares0.00%2026-06-302026-08-06

Sponsored

LPLA LPL Financial Holdings1.5K shares0.00%2026-06-302026-08-06

MCO Moody's Corp.924 shares0.00%2026-06-302026-08-06

COF Capital One Financial2.1K shares0.00%2026-06-302026-08-06

FedEx FedEx1.3K shares-3.68%2026-06-302026-08-06

YUM Yum! Brands2.5K shares0.00%2026-06-302026-08-06

PKG Packaging Corp.1.6K shares0.00%2026-06-302026-08-06

NEM Newmont Mining Corp.4.2K shares0.00%2026-06-302026-08-06

Apollo Global Mgmt. LLC Apollo Global Mgmt. LLC3.3K shares0.00%2026-06-302026-08-06

Sponsored

ORCL Oracle2.3K shares0.00%2026-06-302026-08-06

DLR Digital Realty Trust1.9K shares-2.63%2026-06-302026-08-06

BA Boeing1.5K shares0.00%2026-06-302026-08-06

Aecon Group Aecon Group10.0K shares0.00%2026-06-302026-08-06

IWR Ishares Russell Midcap Index2.9K shares0.00%2026-06-302026-08-06

First American Financial First American Financial4.3K shares0.00%2026-06-302026-08-06

Verizon Communications Verizon Communications6.9K shares0.00%2026-06-302026-08-06

APLE Apple Hospitality17.0K shares0.00%2026-06-302026-08-06

Sponsored

IShares Russell 2000 Index IShares Russell 2000 Index933 shares0.00%2026-06-302026-08-06

CALM Cal-Maine Foods3.4K shares0.00%2026-06-302026-08-06

BDX Becton Dickinson1.8K shares0.00%2026-06-302026-08-06

POWL Powell Industries950 sharesnew addition2026-06-302026-08-06

BAC Bank America4.7K shares0.00%2026-06-302026-08-06

Cigna Cigna971 shares0.00%2026-06-302026-08-06

HBAN Huntington Bancshares14.7K shares-14.07%2026-06-302026-08-06

KO Coca-Cola3.1K shares0.00%2026-06-302026-08-06

Sponsored

Match Group Match Group6.5K shares0.00%2026-06-302026-08-06

WAT Waters Corp.649 shares0.00%2026-06-302026-08-06

Blackstone Group Blackstone Group2.0K shares0.00%2026-06-302026-08-06

Entergy Entergy2.0K shares0.00%2026-06-302026-08-06

INTU Intuit886 shares-11.49%2026-06-302026-08-06

Travelers Travelers680 shares0.00%2026-06-302026-08-06

CACI CACI International475 sharesnew addition2026-06-302026-08-06

Evergy Evergy2.5K shares0.00%2026-06-302026-08-06

Sponsored

ICLR Icon PLC1.2K sharesnew addition2026-06-302026-08-06

SLB SLB Ltd.4.3K shares-2.25%2026-06-302026-08-06

MAA Mid America Apartment Communit1.4K sharesnew addition2026-06-302026-08-06

JPM

JPMorgan Chase

0.18%

Shares45.2K

Event2026-06-30

Filed2026-08-06

JNJ

Johnson & Johnson

-0.49%

Shares41.6K

Event2026-06-30

Filed2026-08-06

AAPL

Apple

-0.36%

Shares29.7K

Event2026-06-30

Filed2026-08-06

URI

United Rentals

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-06

Alphabet Class C

0.00%

Shares21.3K

Event2026-06-30

Filed2026-08-06

Seagate

-0.39%

Shares7.7K

Event2026-06-30

Filed2026-08-06

Hoya Capital Housing

0.00%

Shares153.8K

Event2026-06-30

Filed2026-08-06

MSFT

Microsoft

-0.26%

Shares19.0K

Event2026-06-30

Filed2026-08-06

INTC

Intel

-17.72%

Shares39.8K

Event2026-06-30

Filed2026-08-06

AMZN

Amazon

10.05%

Shares21.8K

Event2026-06-30

Filed2026-08-06

IBM

International Business Machine

0.11%

Shares16.5K

Event2026-06-30

Filed2026-08-06

Goldman Sachs

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-06

DHI

D R Horton

-0.58%

Shares21.3K

Event2026-06-30

Filed2026-08-06

NVDA

Nvidia Corp.

0.00%

Shares17.3K

Event2026-06-30

Filed2026-08-06

AXP

American Express

2.85%

Shares9.4K

Event2026-06-30

Filed2026-08-06

Abbvie

0.00%

Shares12.4K

Event2026-06-30

Filed2026-08-06

Exxon Mobil

0.00%

Shares22.2K

Event2026-06-30

Filed2026-08-06

GE Aerospace

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-06

Cisco Systems

0.00%

Shares23.4K

Event2026-06-30

Filed2026-08-06

HUBB

Hubbell

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-06

Applied Materials

-1.13%

Shares3.7K

Event2026-06-30

Filed2026-08-06

WMT

Wal-Mart Stores

-15.97%

Shares23.6K

Event2026-06-30

Filed2026-08-06

Labcorp Holdings

8.88%

Shares9.5K

Event2026-06-30

Filed2026-08-06

Waste Management

6.41%

Shares11.6K

Event2026-06-30

Filed2026-08-06

CVX

Chevron

0.00%

Shares14.8K

Event2026-06-30

Filed2026-08-06

Home Depot

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-06

Teledyne Technologies

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

Procter & Gamble

0.00%

Shares15.7K

Event2026-06-30

Filed2026-08-06

S&P Global

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-06

EMR

Emerson Electric

8.12%

Shares14.3K

Event2026-06-30

Filed2026-08-06

NSRGY

Nestle ADR

-6.98%

Shares19.3K

Event2026-06-30

Filed2026-08-06

SCHW

Schwab, Charles

-1.26%

Shares21.5K

Event2026-06-30

Filed2026-08-06

DIS

Disney

-0.49%

Shares20.3K

Event2026-06-30

Filed2026-08-06

Datadog

0.00%

Shares7.1K

Event2026-06-30

Filed2026-08-06

AVGO

Broadcom, Inc.

16.33%

Shares4.5K

Event2026-06-30

Filed2026-08-06

LOW

Lowes

-0.74%

Shares7.5K

Event2026-06-30

Filed2026-08-06

Qnity

0.00%

Shares9.1K

Event2026-06-30

Filed2026-08-06

MCD

McDonald's Corp.

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-06

Kite Realty Group

0.00%

Shares50.5K

Event2026-06-30

Filed2026-08-06

Bank of New York Mellon

0.00%

Shares9.9K

Event2026-06-30

Filed2026-08-06

ABT

Abbott Laboratories

-0.85%

Shares15.6K

Event2026-06-30

Filed2026-08-06

GE Vernova

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

HUM

Humana

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

HII

Huntington Ingalls Ind.

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-06

PFE

Pfizer

-3.92%

Shares55.7K

Event2026-06-30

Filed2026-08-06

LEA

Lear Corp.

0.00%

Shares9.9K

Event2026-06-30

Filed2026-08-06

LLY

Eli Lilly

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

PEP

PepsiCo

0.00%

Shares9.3K

Event2026-06-30

Filed2026-08-06

DOV

Dover Corp.

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-06

Merck

0.00%

Shares9.5K

Event2026-06-30

Filed2026-08-06

Alphabet Class A

0.67%

Shares3.3K

Event2026-06-30

Filed2026-08-06

RTX

0.00%

Shares6.3K

Event2026-06-30

Filed2026-08-06

EFX

Equifax

-2.02%

Shares7.4K

Event2026-06-30

Filed2026-08-06

ORI

Old Republic

0.00%

Shares27.0K

Event2026-06-30

Filed2026-08-06

AMGN

Amgen

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

Jacobs Solutions

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-06

Hoya Capital High Dividend Yie

0.00%

Shares97.3K

Event2026-06-30

Filed2026-08-06

United Health Group

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

NFG

National Fuel Gas

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-06

CAT

Caterpillar

0.00%

Shares783

Event2026-06-30

Filed2026-08-06

Du Pont (E.I) de Nemours

-66.68%

Shares6.1K

Event2026-06-30

Filed2026-08-06

UNP

Union Pacific

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

CVS

CVS/Caremark

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-06

ZTS

Zoetis

-2.74%

Shares10.7K

Event2026-06-30

Filed2026-08-06

Quanta Services

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

SCI

Service Corp. Int'l.

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-06

Nextera Energy

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-06

CRDO

Credo Technology

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

BMY

Bristol-Myers Squibb

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-06

CTVA

Corteva

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-06

Wyndham Hotels & Resorts

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-06

MMM

-1.72%

Shares3.8K

Event2026-06-30

Filed2026-08-06

DLB

Dolby Class A

0.00%

Shares11.1K

Event2026-06-30

Filed2026-08-06

MKC

McCormick

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-06

Ameriprise Financial

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

CLX

Clorox

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-06

NDAQ

Nasdaq

66.05%

Shares6.7K

Event2026-06-30

Filed2026-08-06

Kroger

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-06

WLK

Westlake Chemical Corp.

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-06

CEG

Constellation Energy

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

LPLA

LPL Financial Holdings

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

MCO

Moody's Corp.

0.00%

Shares924

Event2026-06-30

Filed2026-08-06

COF

Capital One Financial

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

FedEx

-3.68%

Shares1.3K

Event2026-06-30

Filed2026-08-06

YUM

Yum! Brands

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

PKG

Packaging Corp.

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

NEM

Newmont Mining Corp.

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-06

Apollo Global Mgmt. LLC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-06

ORCL

Oracle

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

DLR

Digital Realty Trust

-2.63%

Shares1.9K

Event2026-06-30

Filed2026-08-06

Boeing

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

Aecon Group

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-06

IWR

Ishares Russell Midcap Index

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

First American Financial

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-06

Verizon Communications

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-06

APLE

Apple Hospitality

0.00%

Shares17.0K

Event2026-06-30

Filed2026-08-06

IShares Russell 2000 Index

0.00%

Shares933

Event2026-06-30

Filed2026-08-06

CALM

Cal-Maine Foods

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-06

BDX

Becton Dickinson

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

POWL

Powell Industries

New

Shares950

Event2026-06-30

Filed2026-08-06

BAC

Bank America

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-06

Cigna

0.00%

Shares971

Event2026-06-30

Filed2026-08-06

HBAN

Huntington Bancshares

-14.07%

Shares14.7K

Event2026-06-30

Filed2026-08-06

Coca-Cola

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-06

Match Group

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-06

WAT

Waters Corp.

0.00%

Shares649

Event2026-06-30

Filed2026-08-06

Blackstone Group

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

Entergy

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

INTU

Intuit

-11.49%

Shares886

Event2026-06-30

Filed2026-08-06

Travelers

0.00%

Shares680

Event2026-06-30

Filed2026-08-06

CACI

CACI International

New

Shares475

Event2026-06-30

Filed2026-08-06

Evergy

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

ICLR

Icon PLC

New

Shares1.2K

Event2026-06-30

Filed2026-08-06

SLB

SLB Ltd.

-2.25%

Shares4.3K

Event2026-06-30

Filed2026-08-06

MAA

Mid America Apartment Communit

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available