Pettee Investors, Inc.
116 holdingsFiling period: 2026-03-31Current AUM: $218.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | JPMorgan Chase | 45.1K | $14.1M | $14.1M | 6.48% | +1.7K | 2026-03-31 |
| 2 | JNJ | Johnson & Johnson | 41.8K | $9.6M | $10.1M | 4.62% | +1.1K | 2026-03-31 |
| 3 | — | Alphabet Class C | 21.3K | $8.1M | $8.1M | 3.74% | +380 | 2026-03-31 |
| 4 | AAPL | Apple | 29.8K | $8.1M | $9.9M | 4.52% | +546 | 2026-03-31 |
| 5 | MSFT | Microsoft | 19.0K | $7.8M | $9.7M | 4.46% | +246 | 2026-03-31 |
| 6 | — | Hoya Capital Housing | 153.8K | $6.9M | $6.9M | 3.17% | -- | 2026-03-31 |
| 7 | URI | United Rentals | 7.0K | $6.7M | $9.9M | 4.56% | +28 | 2026-03-31 |
| 8 | AMZN | Amazon | 19.8K | $5.2M | $6.8M | 3.14% | +56 | 2026-03-31 |
| 9 | — | Seagate | 7.7K | $5.2M | $5.2M | 2.39% | -- | 2026-03-31 |
| 10 | INTC | Intel | 48.4K | $4.6M | $9.3M | 4.28% | +125 | 2026-03-31 |
| 11 | IBM | International Business Machine | 16.5K | $3.8M | $3.5M | 1.62% | -- | 2026-03-31 |
| 12 | WMT | Wal-Mart Stores | 28.1K | $3.7M | $3.3M | 1.52% | -- | 2026-03-31 |
| 13 | NVDA | Nvidia Corp. | 17.3K | $3.5M | $4.0M | 1.82% | -- | 2026-03-31 |
| 14 | GS | Goldman Sachs | 3.7K | $3.5M | $4.2M | 1.91% | +12 | 2026-03-31 |
| 15 | XOM | Exxon Mobil | 22.2K | $3.4M | $3.1M | 1.44% | +1.1K | 2026-03-31 |
| 16 | XOM | Exxon Mobil | 22.2K | $3.4M | $3.1M | 1.44% | +1.1K | 2026-03-31 |
| 17 | DHI | D R Horton | 21.5K | $3.3M | $3.4M | 1.58% | -- | 2026-03-31 |
| 18 | AXP | American Express | 9.1K | $3.0M | $3.3M | 1.51% | -- | 2026-03-31 |
| 19 | CVX | Chevron | 14.8K | $2.9M | $2.7M | 1.25% | +744 | 2026-03-31 |
| 20 | HUBB | Hubbell | 5.2K | $2.7M | $2.6M | 1.18% | -- | 2026-03-31 |
| 21 | ABBV | Abbvie | 12.4K | $2.6M | $3.0M | 1.38% | -- | 2026-03-31 |
| 22 | WM | Waste Management | 10.9K | $2.5M | $2.5M | 1.15% | -- | 2026-03-31 |
| 23 | SPGI | S&P Global | 5.4K | $2.3M | $2.3M | 1.04% | +796 | 2026-03-31 |
| 24 | PG | Procter & Gamble | 15.7K | $2.3M | $2.3M | 1.06% | +659 | 2026-03-31 |
| 25 | HD | Home Depot | 6.9K | $2.3M | $2.3M | 1.06% | -- | 2026-03-31 |
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