Pettee Investors, Inc.

CIK 0001596901 · ROWAYTON, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Pettee Investors, Inc. reported 115 positions worth $203.2M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: JPM (7.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$203.2M
2026 Q2
Positions
115
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.4%
Est. Net Flow (Q)
2026 Q2
10 / 115 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1JPMJPMorgan ChaseSH$14.8M7.28%45,187
2JNJJohnson & JohnsonSH$10.6M5.20%41,619
3AAPLAppleSH$8.6M4.23%29,742
4URIUnited RentalsSH$7.9M3.89%6,986
5GOOGAlphabet Class CSH$7.5M3.71%21,335
6STXSeagateSH$7.4M3.65%7,695
7HOMZHoya Capital HousingSH$7.3M3.62%153,817
8MSFTMicrosoftSH$7.1M3.48%18,962
9INTCIntelSH$5.6M2.73%39,794
10AMZNAmazonSH$5.2M2.55%21,766

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Pettee Investors, Inc. hold as of Q2 2026?

Pettee Investors, Inc. reported 115 positions worth $203.2M in its Q2 2026 13F filing. Largest positions: JPM (7.3%), JNJ (5.2%), AAPL (4.2%), URI (3.9%) and GOOG (3.7%).

What did Pettee Investors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Pettee Investors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.