The Analysis of Pettee Investors, Inc.'s Holdings


Currently, Pettee Investors, Inc. holds 108 types of securities in its portfolio with a total value $181.7M. In the most recent quarter, they have increased their positions in NVDA (+6.1K shares, valued at $1.1M), GS (+990 shares, valued at $788.4K), GE (+2.4K shares, valued at $712.9K); decreased their positions in ABBV (-7.6K shares, valued at $1.8M), JNJ (-9.3K shares, valued at $1.7M), ICLR (-6.5K shares, valued at $1.1M); initiated new positions in INTU (+1.0K shares, valued at $683.6K), NEE (+8.5K shares, valued at $641.9K), CEG (+1.9K shares, valued at $640.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
JPMorgan Chase JPMorgan Chase43.4K shares-4.86%2025-09-302025-11-04history
MSFT Microsoft18.0K shares5.04%2025-09-302025-11-04history
JNJ Johnson & Johnson40.8K shares-18.55%2025-09-302025-11-04history
AAPL Apple29.4K shares0.00%2025-09-302025-11-04history
Hoya Capital Housing Hoya Capital Housing153.8K shares0.00%2025-09-302025-11-04history
URI United Rentals6.2K shares0.42%2025-09-302025-11-04history
Alphabet Class C Alphabet Class C21.1K shares3.99%2025-09-302025-11-04history
IBM International Business Machine16.9K shares14.27%2025-09-302025-11-04history
Sponsored
AMZN Amazon19.6K shares16.91%2025-09-302025-11-04history
DHI D R Horton21.5K shares0.00%2025-09-302025-11-04history
NVDA Nvidia Corp.17.6K shares53.39%2025-09-302025-11-04history
ABBV Abbvie14.0K shares-35.13%2025-09-302025-11-04history
WMT Wal-Mart Stores29.5K shares-10.15%2025-09-302025-11-04history
AXP American Express9.1K shares-1.03%2025-09-302025-11-04history
GS Goldman Sachs3.7K shares36.22%2025-09-302025-11-04history
HD Home Depot6.9K shares0.00%2025-09-302025-11-04history
Sponsored
KR Kroger40.9K shares0.00%2025-09-302025-11-04history
Labcorp Holdings Labcorp Holdings8.7K shares-1.13%2025-09-302025-11-04history
PG Procter & Gamble16.0K shares-21.28%2025-09-302025-11-04history
WM Waste Management10.9K shares-14.01%2025-09-302025-11-04history
DIS Disney20.8K shares-0.19%2025-09-302025-11-04history
NEM Newmont Mining Corp.27.9K shares0.00%2025-09-302025-11-04history
XOM Exxon Mobil20.6K shares-0.40%2025-09-302025-11-04history
EFX Equifax9.0K shares5.48%2025-09-302025-11-04history
Sponsored
ABT Abbott Laboratories16.9K shares-12.65%2025-09-302025-11-04history
HUBB Hubbell5.3K shares8.81%2025-09-302025-11-04history
SPGI S&P Global4.6K shares0.00%2025-09-302025-11-04history
CVX Chevron14.0K shares-0.26%2025-09-302025-11-04history
SCHW Schwab, Charles22.2K shares0.00%2025-09-302025-11-04history
GE GE Aerospace6.8K shares53.16%2025-09-302025-11-04history
Teledyne Technologies Teledyne Technologies3.5K shares17.22%2025-09-302025-11-04history
Nestle ADR Nestle ADR20.9K shares-1.60%2025-09-302025-11-04history
Sponsored
STX Seagate7.7K shares0.00%2025-09-302025-11-04history
LOW Lowes7.2K shares24.79%2025-09-302025-11-04history
MCD McDonald's Corp.5.8K shares-19.22%2025-09-302025-11-04history
Zoetis Zoetis11.1K shares-0.98%2025-09-302025-11-04history
INTC Intel48.2K shares-0.71%2025-09-302025-11-04history
Cisco Systems Cisco Systems22.5K shares75.56%2025-09-302025-11-04history
PFE Pfizer58.6K shares-22.33%2025-09-302025-11-04history
DD Du Pont (E.I) de Nemours18.4K shares2.40%2025-09-302025-11-04history
Sponsored
HII Huntington Ingalls Ind.4.9K shares0.00%2025-09-302025-11-04history
Broadcom, Inc. Broadcom, Inc.4.2K shares39.40%2025-09-302025-11-04history
J Jacobs Solutions8.8K shares0.00%2025-09-302025-11-04history
Global Payment Global Payment15.5K shares-1.28%2025-09-302025-11-04history
EMR Emerson Electric8.9K shares0.00%2025-09-302025-11-04history
ORI Old Republic27.0K shares0.00%2025-09-302025-11-04history
PEP PepsiCo8.2K shares-29.62%2025-09-302025-11-04history
BDX Becton Dickinson6.1K shares-2.16%2025-09-302025-11-04history
Sponsored
WIX.com WIX.com6.3K shares0.00%2025-09-302025-11-04history
Kite Realty Group Kite Realty Group50.5K shares0.00%2025-09-302025-11-04history
BK Bank of New York Mellon9.9K shares0.00%2025-09-302025-11-04history
DDOG Datadog7.1K shares59.49%2025-09-302025-11-04history
CLX Clorox8.2K shares-24.83%2025-09-302025-11-04history
UNH United Health Group2.9K shares-8.95%2025-09-302025-11-04history
LEA Lear Corp.9.9K shares-5.17%2025-09-302025-11-04history
RTX RTX5.9K shares237.39%2025-09-302025-11-04history
Sponsored
Oracle Oracle3.4K shares244.50%2025-09-302025-11-04history
UNP Union Pacific3.9K shares-12.53%2025-09-302025-11-04history
HUM Humana3.5K shares0.00%2025-09-302025-11-04history
DOV Dover Corp.5.3K shares-4.91%2025-09-302025-11-04history
Hoya Capital High Dividend Yie Hoya Capital High Dividend Yie89.3K shares18.89%2025-09-302025-11-04history
AMGN Amgen3.0K shares-27.00%2025-09-302025-11-04history
AMAT Applied Materials4.1K shares83.82%2025-09-302025-11-04history
LLY Eli Lilly1.1K shares0.00%2025-09-302025-11-04history
Sponsored
DLB Dolby Class A11.1K shares0.00%2025-09-302025-11-04history
MKC McCormick11.4K shares0.00%2025-09-302025-11-04history
Alphabet Class A Alphabet Class A3.1K shares128.95%2025-09-302025-11-04history
Merck Merck8.7K shares-0.62%2025-09-302025-11-04history
GE Vernova GE Vernova1.1K shares0.00%2025-09-302025-11-04history
INTU Intuit1.0K sharesnew addition2025-09-302025-11-04history
NEE Nextera Energy8.5K sharesnew addition2025-09-302025-11-04history
CEG Constellation Energy1.9K sharesnew addition2025-09-302025-11-04history
Sponsored
CVS CVS/Caremark8.2K shares-7.42%2025-09-302025-11-04history
3M 3M3.8K shares0.00%2025-09-302025-11-04history
Wyndham Hotels & Resorts Wyndham Hotels & Resorts7.4K shares0.00%2025-09-302025-11-04history
AMP Ameriprise Financial1.2K shares0.00%2025-09-302025-11-04history
Corteva Corteva7.8K shares0.00%2025-09-302025-11-04history
WLK Westlake Chemical Corp.6.7K shares0.00%2025-09-302025-11-04history
BMY Bristol-Myers Squibb11.2K shares-63.10%2025-09-302025-11-04history
LPLA LPL Financial Holdings1.5K shares0.00%2025-09-302025-11-04history
Sponsored
MCO Moody's Corp.924 shares0.00%2025-09-302025-11-04history
COF Capital One Financial2.1K shares0.00%2025-09-302025-11-04history
APO Apollo Global Mgmt. LLC3.3K shares0.00%2025-09-302025-11-04history
AKAM Akamai Technologies5.7K shares0.00%2025-09-302025-11-04history
PWR Quanta Services985 sharesnew addition2025-09-302025-11-04history
YUM Yum! Brands2.5K shares0.00%2025-09-302025-11-04history
FedEx FedEx1.6K shares-9.56%2025-09-302025-11-04history
SNPS Synopsys768 sharesnew addition2025-09-302025-11-04history
Sponsored
CAT Caterpillar783 shares0.00%2025-09-302025-11-04history
Salesforce Salesforce1.5K shares-11.19%2025-09-302025-11-04history
NDAQ Nasdaq4.0K shares0.00%2025-09-302025-11-04history
PKG Packaging Corp.1.6K shares0.00%2025-09-302025-11-04history
BAC Bank America6.8K shares-6.83%2025-09-302025-11-04history
Blackstone Group Blackstone Group2.0K shares0.00%2025-09-302025-11-04history
HBAN Huntington Bancshares19.1K shares-15.05%2025-09-302025-11-04history
DLR Digital Realty Trust1.9K shares0.00%2025-09-302025-11-04history
Sponsored
BA Boeing1.5K shares0.00%2025-09-302025-11-04history
Verizon Communications Verizon Communications6.9K shares0.00%2025-09-302025-11-04history
PAYX Paychex2.4K shares0.00%2025-09-302025-11-04history
CI Cigna971 shares0.00%2025-09-302025-11-04history
First American Financial First American Financial4.3K shares0.00%2025-09-302025-11-04history
Match Group Match Group6.5K shares0.00%2025-09-302025-11-04history
Verisign Verisign765 shares0.00%2025-09-302025-11-04history
IWR Ishares Russell Midcap Index2.2K shares0.00%2025-09-302025-11-04history
Sponsored
ICLR Icon PLC1.2K shares-84.42%2025-09-302025-11-04history
MAA Mid America Apartment Communit1.5K shares0.00%2025-09-302025-11-04history
Apple Hospitality Apple Hospitality17.0K shares0.00%2025-09-302025-11-04history
Aecon Group Aecon Group10.0K shares0.00%2025-09-302025-11-04history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available