# Pettee Investors, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1596901. Source: https://holderbook.com/funds/1596901-pettee-investors-inc/

- Reported value: $203.2M
- Positions: 115
- Weight of the ten largest: 40.4%
- Filed: 2026-08-06

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $14.8M | 45,187 | 7.3% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $10.6M | 41,619 | 5.2% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $8.6M | 29,742 | 4.2% | 31 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $7.9M | 6,986 | 3.9% | 27 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $7.5M | 21,335 | 3.7% | 31 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $7.4M | 7,695 | 3.7% | 8 |
| ETF SER SOLUTIONS | [HOMZ](https://holderbook.com/stocks/HOMZ/) | $7.3M | 153,817 | 3.6% | 30 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $7.1M | 18,962 | 3.5% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $5.6M | 39,794 | 2.7% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.2M | 21,766 | 2.6% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $4.7M | 16,545 | 2.3% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $3.8M | 3,735 | 1.9% | 23 |
| D R HORTON INC | [DHI](https://holderbook.com/stocks/DHI/) | $3.5M | 21,330 | 1.7% | 25 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.5M | 17,310 | 1.7% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $3.2M | 9,404 | 1.6% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $3.1M | 12,370 | 1.5% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $3.0M | 22,168 | 1.5% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $2.8M | 7,361 | 1.4% | 18 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.7M | 23,379 | 1.4% | 31 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $2.7M | 5,241 | 1.3% | 25 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.7M | 3,748 | 1.3% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.7M | 23,601 | 1.3% | 31 |
| LABORATORY CORP AMER HLDGS | [LH](https://holderbook.com/stocks/LH/) | $2.7M | 9,500 | 1.3% | 24 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $2.6M | 11,623 | 1.3% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.5M | 14,806 | 1.2% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.4M | 6,942 | 1.2% | 31 |
| Teledyne Technologies | - | $2.3M | 3,471 | 1.1% | 21 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.3M | 15,673 | 1.1% | 31 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $2.2M | 5,425 | 1.1% | 31 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $2.0M | 14,250 | 1.0% | 31 |
| NESTLE SA ADR | [NSRGY](https://holderbook.com/stocks/NSRGY/) | $2.0M | 19,309 | 1.0% | 31 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $2.0M | 21,532 | 1.0% | 31 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $2.0M | 20,286 | 1.0% | 31 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $1.9M | 7,129 | 0.9% | 5 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.7M | 4,510 | 0.8% | 11 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $1.6M | 7,476 | 0.8% | 24 |
| QNITY ELECTRONICS INC | [Q](https://holderbook.com/stocks/Q/) | $1.5M | 9,086 | 0.7% | 3 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.5M | 5,486 | 0.7% | 31 |
| KITE REALTY GROUP TRUST | [KRG](https://holderbook.com/stocks/KRG/) | $1.4M | 50,510 | 0.7% | 14 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $1.4M | 9,852 | 0.7% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $1.4M | 15,593 | 0.7% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.4M | 1,199 | 0.7% | 9 |
| HUMANA INC | [HUM](https://holderbook.com/stocks/HUM/) | $1.4M | 3,460 | 0.7% | 31 |
| HUNTINGTON INGALLS INDS INC | [HII](https://holderbook.com/stocks/HII/) | $1.4M | 4,852 | 0.7% | 31 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $1.3M | 55,686 | 0.7% | 31 |
| LEAR CORP | [LEA](https://holderbook.com/stocks/LEA/) | $1.3M | 9,902 | 0.7% | 25 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.3M | 1,066 | 0.6% | 22 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.3M | 9,275 | 0.6% | 31 |
| DOVER CORP | [DOV](https://holderbook.com/stocks/DOV/) | $1.2M | 5,508 | 0.6% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.2M | 9,465 | 0.6% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.2M | 3,323 | 0.6% | 25 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.2M | 6,250 | 0.6% | 6 |
| EQUIFAX INC | [EFX](https://holderbook.com/stocks/EFX/) | $1.2M | 7,359 | 0.6% | 5 |
| OLD REP INTL CORP | [ORI](https://holderbook.com/stocks/ORI/) | $1.1M | 27,000 | 0.5% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.1M | 3,011 | 0.5% | 31 |
| JACOBS SOLUTIONS INC | [J](https://holderbook.com/stocks/J/) | $1.1M | 8,620 | 0.5% | 16 |
| ETF SER SOLUTIONS | [RIET](https://holderbook.com/stocks/RIET/) | $948.8K | 97,314 | 0.5% | 20 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $901.1K | 2,168 | 0.4% | 31 |
| NATIONAL FUEL GAS CO | [NFG](https://holderbook.com/stocks/NFG/) | $877.9K | 11,370 | 0.4% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $833.8K | 783 | 0.4% | 15 |
| DUPONT DE NEMOURS INC | [DD](https://holderbook.com/stocks/DD/) | $833.3K | 6,143 | 0.4% | 29 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $817.4K | 3,005 | 0.4% | 31 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $815.2K | 7,880 | 0.4% | 29 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $766.0K | 10,660 | 0.4% | 31 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $759.6K | 1,055 | 0.4% | 4 |
| SERVICE CORP INTL | [SCI](https://holderbook.com/stocks/SCI/) | $759.6K | 10,000 | 0.4% | 3 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $746.3K | 8,503 | 0.4% | 4 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $692.1K | 2,545 | 0.3% | 2 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $688.8K | 11,954 | 0.3% | 31 |
| CORTEVA INC | [CTVA](https://holderbook.com/stocks/CTVA/) | $658.0K | 7,769 | 0.3% | 29 |
| WYNDHAM HOTELS & RESORTS INC | [WH](https://holderbook.com/stocks/WH/) | $623.8K | 7,408 | 0.3% | 31 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $612.0K | 3,780 | 0.3% | 31 |
| DOLBY LABORATORIES INC | [DLB](https://holderbook.com/stocks/DLB/) | $583.1K | 11,090 | 0.3% | 31 |
| MCCORMICK & CO INC | [MKC](https://holderbook.com/stocks/MKC/) | $574.1K | 11,386 | 0.3% | 31 |
| AMERIPRISE FINL INC | [AMP](https://holderbook.com/stocks/AMP/) | $550.5K | 1,200 | 0.3% | 31 |
| CLOROX CO DEL | [CLX](https://holderbook.com/stocks/CLX/) | $544.0K | 5,700 | 0.3% | 31 |
| NASDAQ INC | [NDAQ](https://holderbook.com/stocks/NDAQ/) | $530.1K | 6,725 | 0.3% | 31 |
| KROGER CO | [KR](https://holderbook.com/stocks/KR/) | $491.0K | 8,842 | 0.2% | 31 |
| WESTLAKE CORPORATION | [WLK](https://holderbook.com/stocks/WLK/) | $489.9K | 6,711 | 0.2% | 31 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $443.6K | 1,786 | 0.2% | 4 |
| LPL FINL HLDGS INC | [LPLA](https://holderbook.com/stocks/LPLA/) | $419.7K | 1,490 | 0.2% | 5 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $418.5K | 924 | 0.2% | 30 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $412.3K | 2,055 | 0.2% | 5 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $409.9K | 1,309 | 0.2% | 24 |
| YUM BRANDS INC | [YUM](https://holderbook.com/stocks/YUM/) | $403.2K | 2,522 | 0.2% | 31 |
| PACKAGING CORP AMER | [PKG](https://holderbook.com/stocks/PKG/) | $389.6K | 1,635 | 0.2% | 24 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $388.1K | 4,155 | 0.2% | 31 |
| APOLLO GLOBAL MGMT LLC | [APO](https://holderbook.com/stocks/APO/) | $384.5K | 3,250 | 0.2% | 15 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $333.5K | 2,276 | 0.2% | 5 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $332.2K | 1,850 | 0.2% | 13 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $324.7K | 1,500 | 0.2% | 14 |
| Aecon Group | [AEGXF](https://holderbook.com/stocks/AEGXF/) | $321.0K | 10,000 | 0.2% | 13 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $319.9K | 2,900 | 0.2% | 5 |
| FIRST AMERN FINL CORP | [FAF](https://holderbook.com/stocks/FAF/) | $293.2K | 4,275 | 0.1% | 31 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $292.4K | 6,906 | 0.1% | 31 |
| APPLE HOSPITALITY REIT INC | [APLE](https://holderbook.com/stocks/APLE/) | $285.8K | 17,000 | 0.1% | 11 |
| IShares Russell 2000 Index | - | $280.3K | 933 | 0.1% | 3 |
| CAL MAINE FOODS INC | [CALM](https://holderbook.com/stocks/CALM/) | $276.3K | 3,430 | 0.1% | 3 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $273.2K | 1,805 | 0.1% | 31 |
| POWELL INDS INC | [POWL](https://holderbook.com/stocks/POWL/) | $272.0K | 950 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.0% | +14.8% | +0.2% | 89% |
| Q1 2026 | -2.4% | -4.6% | +2.2% | 97% |
| Q4 2025 | +1.2% | +2.4% | -1.1% | 98% |
| Q3 2025 | +8.8% | +7.8% | +1.0% | 98% |
| Q2 2025 | +4.1% | +10.5% | -6.4% | 99% |
| Q1 2025 | -0.6% | -4.6% | +4.0% | 99% |
| Q4 2024 | -2.7% | +2.1% | -4.9% | 99% |
| Q3 2024 | +6.3% | +5.4% | +0.8% | 97% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $203.2M | 115 |
| Q1 2026 | $194.2M | 115 |
| Q4 2025 | $178.3M | 111 |
| Q3 2025 | $181.7M | 108 |
| Q2 2025 | $167.2M | 109 |
| Q1 2025 | $167.9M | 110 |
| Q4 2024 | $196.9M | 115 |
| Q3 2024 | $205.4M | 118 |
| Q2 2024 | $207.4M | 116 |
| Q1 2024 | $236.3M | 117 |
| Q4 2023 | $226.4M | 122 |
| Q3 2023 | $210.4M | 121 |