HolderBook

Pettee Investors, Inc.

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1596901
Reported value
$203.2M
Positions
115
Top 10 weight
40.4%
Filed
2026-08-06
Days after quarter end
37

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
JPMORGAN CHASE & COJPM$14.8M45,1877.28%flat31qHELD
JOHNSON & JOHNSONJNJ$10.6M41,6195.20%+0.25pp31qHELD
APPLE INCAAPL$8.6M29,7424.23%+0.06pp31qHELD
UNITED RENTALS INCURI$7.9M6,9863.89%+0.44pp27qHELD
ALPHABET INCGOOG$7.5M21,3353.71%-0.49pp31qHELD
SEAGATE TECHNOLOGY HLDNGS PLSTX$7.4M7,6953.65%+0.97pp8qHELD
ETF SER SOLUTIONSHOMZ$7.3M153,8173.62%+0.05pp30qHELD
MICROSOFT CORPMSFT$7.1M18,9623.48%-0.51pp31qHELD
INTEL CORPINTC$5.6M39,7942.73%+0.38pp31q-17.7%-$1.2M
AMAZON COM INCAMZN$5.2M21,7662.55%-0.15pp31q+10.0%+$473.6K
INTERNATIONAL BUSINESS MACHSIBM$4.7M16,5452.29%+0.32pp31qHELD
GOLDMAN SACHS GROUP INCGS$3.8M3,7351.86%+0.08pp23qHELD
D R HORTON INCDHI$3.5M21,3301.71%+0.01pp25q-0.6%-$20.4K
NVIDIA CORPORATIONNVDA$3.5M17,3101.70%-0.07pp31qHELD
AMERICAN EXPRESS COAXP$3.2M9,4041.57%+0.04pp31q+2.9%+$88.3K
ABBVIE INCABBV$3.1M12,3701.53%+0.19pp31qHELD
EXXON MOBIL CORPXOMXXXX$3.0M22,1681.49%-0.27pp31qHELD
GE AEROSPACEGE$2.8M7,3611.35%+0.25pp18qHELD
CISCO SYS INC OPTCSCO$2.7M23,3791.35%+0.25pp31qHELD
HUBBELL INCHUBB$2.7M5,2411.35%-0.02pp25qHELD
APPLIED MATLS INCAMAT$2.7M3,7481.33%+0.56pp31q-1.1%-$31.1K
WALMART INCWMT$2.7M23,6011.32%-0.59pp31q-16.0%-$508.1K
LABORATORY CORP AMER HLDGSLH$2.7M9,5001.31%+0.16pp24q+8.9%+$217.0K
WASTE MGMT INC DELWM$2.6M11,6231.27%-0.03pp31q+6.4%+$156.0K
CHEVRON CORPORATIONCVX$2.5M14,8061.21%-0.27pp31qHELD
HOME DEPOT INCHD$2.4M6,9421.20%+0.03pp31qHELD
Teledyne Technologies UNVERIFIED ID$2.3M3,4711.14%-0.02pp21qHELD
PROCTER & GAMBLE COPG$2.3M15,6731.13%-0.06pp31qHELD
S&P GLOBAL INCSPGI$2.2M5,4251.09%-0.12pp31qHELD
EMERSON ELEC COEMR$2.0M14,2501.00%+0.05pp31q+8.1%+$153.2K
NESTLE SA ADRNSRGY$2.0M19,3090.98%-0.10pp31q-7.0%-$149.3K
SCHWAB CHARLES CORPSCHW$2.0M21,5320.98%-0.05pp31q-1.3%-$25.4K
DISNEY WALT CODIS$2.0M20,2860.96%-0.13pp31qHELD
DATADOG INCDDOG$1.9M7,1290.91%+0.43pp5qHELD
BROADCOM INCAVGO$1.7M4,5100.84%flat11q+16.3%+$239.1K
LOWES COS INCLOW$1.6M7,4760.81%-0.12pp24q-0.7%-$12.3K
QNITY ELECTRONICS INCQ$1.5M9,0860.73%+0.07pp3qHELD
MCDONALDS CORPMCD$1.5M5,4860.73%-0.10pp31qHELD
KITE REALTY GROUP TRUSTKRG$1.4M50,5100.71%+0.02pp14qHELD
BANK OF NY MELLON CORPBNY$1.4M9,8520.70%+0.02pp31qHELD
ABBOTT LABORATORIESABT$1.4M15,5930.70%-0.04pp31q-0.9%-$12.2K
GE VERNOVA INCGEV$1.4M1,1990.69%+0.02pp9qHELD
HUMANA INCHUM$1.4M3,4600.68%+0.26pp31qHELD
HUNTINGTON INGALLS INDS INCHII$1.4M4,8520.67%-0.24pp31qHELD
PFIZER INCPFE$1.3M55,6860.66%-0.14pp31q-3.9%-$54.7K
LEAR CORPLEA$1.3M9,9020.65%+0.01pp25qHELD
ELI LILLY & COLLY$1.3M1,0660.63%+0.12pp22qHELD
PEPSICO INCPEP$1.3M9,2750.62%-0.14pp31qHELD
DOVER CORPDOV$1.2M5,5080.61%-0.03pp31qHELD
MERCK & CO INCMRK$1.2M9,4650.60%+0.07pp31qHELD
ALPHABET INCGOOGL$1.2M3,3230.58%-0.07pp25q+0.7%+$7.9K
RTX CORPORATIONRTX$1.2M6,2500.58%+0.02pp6qHELD
EQUIFAX INCEFX$1.2M7,3590.57%-0.10pp5q-2.0%-$24.1K
OLD REP INTL CORPORI$1.1M27,0000.54%-0.01pp31qHELD
AMGEN INCAMGN$1.1M3,0110.54%flat31qHELD
JACOBS SOLUTIONS INCJ$1.1M8,6200.53%-0.04pp16qHELD
ETF SER SOLUTIONSRIET$948.8K97,3140.47%-0.01pp20qHELD
UNITEDHEALTH GROUP INCUNH$901.1K2,1680.44%+0.03pp31qHELD
NATIONAL FUEL GAS CONFG$877.9K11,3700.43%-0.06pp2qHELD
CATERPILLAR INCCAT$833.8K7830.41%+0.05pp15qHELD
DUPONT DE NEMOURS INCDD$833.3K6,1430.41%-0.02pp29q-66.7%-$1.7M
UNION PAC CORPUNP$817.4K3,0050.40%-0.01pp31qHELD
CVS HEALTH CORPCVS$815.2K7,8800.40%+0.06pp29qHELD
ZOETIS INCZTS$766.0K10,6600.38%-0.27pp31q-2.7%-$21.6K
QUANTA SVCS INCPWR$759.6K1,0550.37%-0.02pp4qHELD
SERVICE CORP INTLSCI$759.6K10,0000.37%-0.04pp3qHELD
NEXTERA ENERGY INCNEE$746.3K8,5030.37%-0.06pp4qHELD
CREDO TECHNOLOGY GROUP HOLDICRDO$692.1K2,5450.34%+0.11pp2qHELD
BRISTOL-MYERS SQUIBB COBMY$688.8K11,9540.34%-0.03pp31qHELD
CORTEVA INCCTVA$658.0K7,7690.32%flat29qHELD
WYNDHAM HOTELS & RESORTS INCWH$623.8K7,4080.31%flat31qHELD
3M COMMM$612.0K3,7800.30%+0.01pp31q-1.7%-$10.7K
DOLBY LABORATORIES INCDLB$583.1K11,0900.29%-0.08pp31qHELD
MCCORMICK & CO INCMKC$574.1K11,3860.28%-0.02pp31qHELD
AMERIPRISE FINL INCAMP$550.5K1,2000.27%-0.02pp31qHELD
CLOROX CO DELCLX$544.0K5,7000.27%-0.02pp31qHELD
NASDAQ INCNDAQ$530.1K6,7250.26%+0.07pp31q+66.0%+$210.8K
KROGER COKR$491.0K8,8420.24%-0.07pp31qHELD
WESTLAKE CORPORATIONWLK$489.9K6,7110.24%-0.16pp31qHELD
CONSTELLATION ENERGY CORPCEG$443.6K1,7860.22%-0.07pp4qHELD
LPL FINL HLDGS INCLPLA$419.7K1,4900.21%-0.05pp5qHELD
MOODYS CORPMCO$418.5K9240.21%-0.01pp30qHELD
CAPITAL ONE FINL CORPCOF$412.3K2,0550.20%flat5qHELD
FEDEX CORPFDX$409.9K1,3090.20%-0.08pp24q-3.7%-$15.7K
YUM BRANDS INCYUM$403.2K2,5220.20%-0.01pp31qHELD
PACKAGING CORP AMERPKG$389.6K1,6350.19%+0.01pp24qHELD
NEWMONT CORPNEM$388.1K4,1550.19%-0.05pp31qHELD
APOLLO GLOBAL MGMT LLCAPO$384.5K3,2500.19%-0.03pp15qHELD
ORACLE CORPORCL$333.5K2,2760.16%-0.03pp5qHELD
DIGITAL RLTY TR INCDLR$332.2K1,8500.16%-0.03pp13q-2.6%-$9.0K
BOEING COBA$324.7K1,5000.16%-0.02pp14qHELD
Aecon GroupAEGXF$321.0K10,0000.16%-0.03pp13qHELD
ISHARES TRIWR$319.9K2,9000.16%flat5qHELD
FIRST AMERN FINL CORPFAF$293.2K4,2750.14%-0.01pp31qHELD
VERIZON COMMUNICATIONS INCVZ$292.4K6,9060.14%-0.03pp31qHELD
APPLE HOSPITALITY REIT INCAPLE$285.8K17,0000.14%+0.02pp11qHELD
IShares Russell 2000 Index UNVERIFIED ID$280.3K9330.14%flat3qHELD
CAL MAINE FOODS INCCALM$276.3K3,4300.14%flat3qHELD
BECTON DICKINSON & COBDX$273.2K1,8050.13%flat31qHELD
POWELL INDS INCPOWL$272.0K9500.13%-newNEW
BANK OF AMER CORPBAC$269.0K4,7210.13%flat23qHELD
CIGNA CORPORATION$267.7K9710.13%-0.01pp31qHELD
HUNTINGTON BANCSHARES INCHBAN$259.8K14,6520.13%-0.02pp19q-14.1%-$42.6K
COCA COLA COKO$250.5K3,0820.12%flat3qHELD
MATCH GROUP INCMTCH$247.2K6,4960.12%flat8qHELD
WATERS CORPWAT$243.4K6490.12%+0.02pp2qHELD
BLACKSTONE GROUP L PBXXXXX$239.3K2,0340.12%-0.01pp12qHELD
Entergy UNVERIFIED ID$232.7K2,0260.11%-0.01pp2qHELD
INTUITINTU$231.3K8860.11%-0.09pp4q-11.5%-$30.0K
TRAVELERS COMPANIES INCTRV$224.5K6800.11%flat2qHELD
CACI INTL INCCACI$220.0K4750.11%-newNEW
EVERGY INCEVRG$218.1K2,5230.11%flat2qHELD
ICON PUB LTD COICLR$208.5K1,2000.10%-newNEW
SLB LIMITEDSLB$201.8K4,3410.10%-0.03pp2q-2.3%-$4.6K
MID-AMER APT CMNTYS INCMAA$200.1K1,4400.10%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Semiconductors & Electronics 12.2%Computer Hardware 11.5%Biotech & Pharma 10.8%Banks & Lending 10.0%Software & IT Services 9.2%Retail & Consumer 7.1%Business Services 6.4%Capital Markets 3.8%Construction & Building 2.6%Autos & Aerospace 2.1%Chemicals 2.0%Utilities 2.0%Other sectors 11.9%Not classified 8.4%
 
SectorValueShare
Semiconductors & Electronics$24.8M12.2%
Computer Hardware$23.4M11.5%
Biotech & Pharma$21.9M10.8%
Banks & Lending$20.3M10.0%
Software & IT Services$18.7M9.2%
Retail & Consumer$14.3M7.1%
Business Services$13.1M6.4%
Capital Markets$7.6M3.8%
Construction & Building$5.3M2.6%
Autos & Aerospace$4.2M2.1%
Chemicals$4.2M2.0%
Utilities$4.0M2.0%
Other sectors$24.3M11.9%
Not classified$17.0M8.4%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$203.2M1154818440.4%37
Q1 2026$194.2M11582011439.3%34
Q4 2025$178.3M11161528340.1%33
Q3 2025$181.7M10852031638.0%35
Q2 2025$167.2M1097835837.3%32
Q1 2025$167.9M11031056835.1%32
Q4 2024$196.9M11521416534.9%38
Q3 2024$205.4M1185410333.2%36
Q2 2024$207.4M1162751331.2%33
Q1 2024$236.3M1170532531.5%39
Q4 2023$226.4M1225936433.0%38
Q3 2023$210.4M12121231333.8%20
Q2 2023$221.0M12222110033.9%39
Q1 2023$208.7M12052111134.1%35
Q4 2022$203.8K11642414335.5%25
Q3 2022$186.0M1151720234.7%40
Q2 2022$201.0M11601920635.4%25
Q1 2022$227.5M1222128334.0%46
Q4 2021$238.8M12331815333.6%42
Q3 2021$214.8M12332311433.8%33
Q2 2021$212.8M12431438433.2%33
Q1 2021$207.1M12562617234.7%33
Q4 2020$188.7M1218207336.2%39
Q3 2020$172.9M11681012238.0%43
Q2 2020$161.6M110101344538.0%35
Q1 2020$138.9M10511881139.6%42
Q4 2019$175.0M11562411638.3%45
Q3 2019$159.3M11541218437.7%30
Q2 2019$157.5M11561135538.5%38
Q1 2019$158.5M11491416138.5%26
Q4 2018$141.0M106000040.1%37

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.