Pettee Investors, Inc. Portfolio Holdings

Pettee Investors, Inc.

  • $175 Million
  • Q3 2025

Pettee Investors, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $175 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $13.7M, Microsoft Corp with a value of $9.33M, Johnson & Johnson with a value of $7.56M, Apple Inc. with a value of $7.48M, and ETF Ser Solutions Hoya Cap Hsg with a value of $7.24M.

Examining the 13F form we can see an increase of $13.1M in the current position value, from $162M to 175M.

Below you can find more details about Pettee Investors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $175 Million
Technology: $35.8 Million
Financial Services: $29.5 Million
Healthcare: $25.5 Million
Industrials: $24.8 Million
Consumer Cyclical: $16.7 Million
Consumer Defensive: $13.1 Million
Communication Services: $8.59 Million
ETFs: $8.31 Million
Other: $12.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$881B
$13.7 Million 7.83% of portfolio
43,381
Q3 2025 Reduced 4.86%
$3.78T
$9.33 Million 5.34% of portfolio
18,012
Q3 2025 Added 5.04%
$522B
$7.56 Million 4.32% of portfolio
40,750
Q3 2025 Reduced 18.55%
$4.3T
$7.48 Million 4.28% of portfolio
29,367
Q2 2025 Reduced 2.49%
$55.9B
$5.88 Million 3.36% of portfolio
6,158
Q3 2025 Added 0.42%
$1.74T
$5.14 Million 2.94% of portfolio
21,100
Q3 2025 Added 3.99%
$266B
$4.78 Million 2.73% of portfolio
16,933
Q3 2025 Added 14.27%
$2.39T
$4.31 Million 2.46% of portfolio
19,623
Q3 2025 Added 16.91%
$49.5B
$3.64 Million 2.08% of portfolio
21,455
Q2 2024 Reduced 0.16%
$465B
$3.29 Million 1.88% of portfolio
17,618
Q3 2025 Added 53.39%
$414B
$3.24 Million 1.85% of portfolio
13,995
Q3 2025 Reduced 35.13%
$279B
$3.05 Million 1.74% of portfolio
29,547
Q3 2025 Reduced 10.15%
$255B
$3.03 Million 1.73% of portfolio
9,118
Q3 2025 Reduced 1.03%
$265B
$2.96 Million 1.7% of portfolio
3,723
Q3 2025 Added 36.22%
$367B
$2.81 Million 1.61% of portfolio
6,942
Q2 2025 Reduced 4.63%
$47.8B
$2.76 Million 1.58% of portfolio
40,947
Q2 2024 Added 13.39%
$346B
$2.45 Million 1.4% of portfolio
15,951
Q3 2025 Reduced 21.28%
$85.9B
$2.41 Million 1.38% of portfolio
10,923
Q3 2025 Reduced 14.01%
$193B
$2.39 Million 1.36% of portfolio
20,836
Q3 2025 Reduced 0.19%
$69.1B
$2.36 Million 1.35% of portfolio
27,947
Q4 2024 Reduced 12.18%
$25.4B
$2.32 Million 1.33% of portfolio
9,042
Q3 2025 Added 5.48%
$490B
$2.33 Million 1.33% of portfolio
20,640
Q3 2025 Reduced 0.4%
$23.2B
$2.26 Million 1.29% of portfolio
5,261
Q3 2025 Added 8.81%
$228B
$2.26 Million 1.29% of portfolio
16,909
Q3 2025 Reduced 12.65%
$159B
$2.25 Million 1.29% of portfolio
4,629
Q2 2025 Reduced 3.7%
$303B
$2.18 Million 1.25% of portfolio
14,045
Q3 2025 Reduced 0.26%
$167B
$2.12 Million 1.21% of portfolio
22,157
Q2 2025 Reduced 48.81%
$328B
$2.05 Million 1.17% of portfolio
6,828
Q3 2025 Added 53.16%
$278B
$1.92 Million 1.1% of portfolio
20,925
Q3 2025 Reduced 1.6%
$53.3B
$1.82 Million 1.04% of portfolio
7,725
Q4 2024 Added 60.1%
$140B
$1.8 Million 1.03% of portfolio
7,152
Q3 2025 Added 24.79%
$224B
$1.78 Million 1.02% of portfolio
5,841
Q3 2025 Reduced 19.22%
$143B
$1.62 Million 0.93% of portfolio
48,239
Q3 2025 Reduced 0.71%
$55.6B
$1.63 Million 0.93% of portfolio
11,110
Q3 2025 Reduced 0.98%
$141B
$1.49 Million 0.85% of portfolio
58,565
Q3 2025 Reduced 22.33%
$19.9B
$1.44 Million 0.82% of portfolio
18,438
Q3 2025 Added 2.4%
$12.5B
$1.4 Million 0.8% of portfolio
4,852
Q2 2025 Reduced 38.98%
$139B
$1.38 Million 0.79% of portfolio
4,196
Q3 2025 Added 39.4%
$20.5B
$1.29 Million 0.73% of portfolio
15,472
Q3 2025 Reduced 1.28%
$75.4B
$1.17 Million 0.67% of portfolio
8,923
Q2 2025 Reduced 5.66%
$13.7B
$1.15 Million 0.66% of portfolio
27,000
Q2 2020 Reduced 7.38%
$204B
$1.15 Million 0.65% of portfolio
8,155
Q3 2025 Reduced 29.62%
$54.5B
$1.14 Million 0.65% of portfolio
6,102
Q3 2025 Reduced 2.16%
$4.93B
$1.13 Million 0.64% of portfolio
50,510
Q4 2023 Added 92.42%
$7.2B
$1.13 Million 0.64% of portfolio
6,345
Q2 2025 Added 42.42%
$89.3B
$1.07 Million 0.61% of portfolio
9,852
Q1 2025 Reduced 24.33%
$12.8B
$1.01 Million 0.58% of portfolio
8,206
Q3 2025 Reduced 24.83%
$53.8B
$1.02 Million 0.58% of portfolio
7,129
Q3 2025 Added 59.49%
$6.3B
$996,000 0.57% of portfolio
9,902
Q3 2025 Reduced 5.17%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $175 Million
  • Prior Value $162 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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