Pettee Investors, Inc.

13F filer · CIK 0001596901

Reported Aug 6, 2026

Net seller this quarter

13F portfolio value$203MU.S. long equity reported on 13F

Positions1064 new · 5 closed

Net flow last quarter-$902KBuys minus sells

Top 10 positions weight39.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026106 positions
JPMJPMorgan Chase & Co	$14.8M	7.28%	0.00%	+0.2%	Q4 2013
JNJJohnson & Johnson	$10.6M	5.20%	0.00%	-0.5%	Q4 2013
AAPLApple Inc.	$8.61M	4.23%	0.00%	-0.4%	Q4 2013
URIUnited Rentals, Inc.	$7.91M	3.89%	0.01%	Not reported	Q3 2017
GOOGAlphabet Inc.	$7.54M	3.71%	Not reported	Not reported	Q4 2015
STXSeagate Technology Holdings plc	$7.43M	3.65%	0.00%	-0.4%	Q3 2024
MSFTMicrosoft Corp	$7.07M	3.48%	0.00%	-0.3%	Q4 2013
INTCIntel Corp	$5.56M	2.73%	0.00%	-17.7%	Q4 2013
AMZNAmazon Com Inc	$5.19M	2.55%	0.00%	+10.1%	Q1 2018
IBMInternational Business Machines Corp	$4.65M	2.29%	0.00%	+0.1%	Q4 2013
GSGoldman Sachs Group Inc	$3.78M	1.86%	0.00%	Not reported	Q4 2020
DHIHorton D R Inc	$3.47M	1.71%	0.01%	-0.6%	Q3 2017
NVDANvidia Corp	$3.46M	1.70%	0.00%	Not reported	Q3 2017
AXPAmerican Express Co	$3.18M	1.57%	0.00%	+2.9%	Q4 2013
ABBVAbbVie Inc.	$3.11M	1.53%	0.00%	Not reported	Q4 2013
XOMExxonMobil Holdings Corp	$3.03M	1.49%	0.00%	Not reported	Q4 2013
GEGeneral Electric Co	$2.75M	1.35%	0.00%	Not reported	Q1 2022
HUBBHubbell Inc	$2.74M	1.35%	0.01%	Not reported	Q2 2020
AMATApplied Materials Inc	$2.71M	1.33%	0.00%	-1.1%	Q3 2017
WMTWalmart Inc.	$2.67M	1.32%	0.00%	-16.0%	Q4 2013
WMWaste Management Inc	$2.59M	1.27%	0.00%	+6.4%	Q4 2013
CVXChevron Corp	$2.45M	1.21%	0.00%	Not reported	Q4 2013
HDHome Depot, Inc.	$2.45M	1.20%	0.00%	Not reported	Q4 2013
PGPROCTER & GAMBLE Co	$2.3M	1.13%	0.00%	Not reported	Q4 2013
SPGIS&P Global Inc.	$2.21M	1.09%	0.00%	Not reported	Q2 2016
EMREmerson Electric Co	$2.04M	1.00%	0.00%	+8.1%	Q4 2013
SCHWSchwab Charles Corp	$1.99M	0.98%	0.00%	-1.3%	Q3 2014
DISWalt Disney Co	$1.95M	0.96%	0.00%	-0.5%	Q4 2013
DDOGDatadog, Inc.	$1.86M	0.91%	0.01%	Not reported	Q2 2025
AVGOBroadcom Inc.	$1.7M	0.84%	0.00%	+16.3%	Q4 2023
LOWLowes Companies Inc	$1.65M	0.81%	0.00%	-0.7%	Q3 2020
QQnity Electronics, Inc.	$1.48M	0.73%	0.00%	Not reported	Q4 2025
MCDMcdonalds Corp	$1.48M	0.73%	0.00%	Not reported	Q4 2013
KRGKite Realty Group Trust	$1.43M	0.71%	0.03%	Not reported	Q1 2023
BNYBank of New York Mellon Corp	$1.42M	0.70%	0.00%	Not reported	Q4 2013
ABTAbbott Laboratories	$1.41M	0.70%	0.00%	-0.9%	Q4 2013
GEVGE Vernova Inc.	$1.41M	0.69%	0.00%	Not reported	Q2 2024
HUMHumana Inc	$1.37M	0.68%	0.00%	Not reported	Q3 2017
HIIHuntington Ingalls Industries, Inc.	$1.36M	0.67%	0.01%	Not reported	Q3 2017
PFEPfizer Inc	$1.34M	0.66%	0.00%	-3.9%	Q4 2013
LEALear Corp	$1.33M	0.65%	0.02%	Not reported	Q3 2017
LLYELI LILLY & Co	$1.28M	0.63%	0.00%	Not reported	Q1 2021
PEPPepsico Inc	$1.26M	0.62%	0.00%	Not reported	Q4 2013
DOVDOVER Corp	$1.24M	0.61%	0.00%	Not reported	Q3 2017
MRKMerck & Co., Inc.	$1.22M	0.60%	0.00%	Not reported	Q4 2013
GOOGLAlphabet Inc.	$1.19M	0.58%	0.00%	+0.7%	Q2 2020
RTXRTX Corp	$1.19M	0.58%	0.00%	Not reported	Q4 2022
EFXEquifax Inc	$1.17M	0.57%	0.01%	-2.0%	Q4 2013
ORIOld Republic International Corp	$1.1M	0.54%	0.01%	Not reported	Q3 2018
AMGNAmgen Inc	$1.09M	0.54%	0.00%	Not reported	Q4 2013

Q1 2026Reported May 4, 2026106 positions
JPMJPMorgan Chase & Co	$14.1M	7.28%	0.00%	+4.0%	Q4 2013
JNJJohnson & Johnson	$9.61M	4.95%	0.00%	+2.6%	Q4 2013
GOOGAlphabet Inc.	$8.15M	4.20%	Not reported	+1.8%	Q4 2015
AAPLApple Inc.	$8.1M	4.17%	0.00%	+1.9%	Q4 2013
MSFTMicrosoft Corp	$7.75M	3.99%	0.00%	+1.3%	Q4 2013
URIUnited Rentals, Inc.	$6.71M	3.45%	0.01%	+0.4%	Q3 2017
AMZNAmazon Com Inc	$5.24M	2.70%	0.00%	+0.3%	Q1 2018
STXSeagate Technology Holdings plc	$5.2M	2.68%	0.00%	Not reported	Q3 2024
INTCIntel Corp	$4.57M	2.35%	0.00%	+0.3%	Q4 2013
IBMInternational Business Machines Corp	$3.82M	1.97%	0.00%	Not reported	Q4 2013
WMTWalmart Inc.	$3.71M	1.91%	0.00%	Not reported	Q4 2013
NVDANvidia Corp	$3.45M	1.78%	0.00%	Not reported	Q3 2017
GSGoldman Sachs Group Inc	$3.45M	1.78%	0.00%	+0.3%	Q4 2020
XOMExxonMobil Holdings Corp	$3.42M	1.76%	0.00%	+5.2%	Q4 2013
DHIHorton D R Inc	$3.3M	1.70%	0.01%	Not reported	Q3 2017
AXPAmerican Express Co	$2.95M	1.52%	0.00%	Not reported	Q4 2013
CVXChevron Corp	$2.86M	1.47%	0.00%	+5.3%	Q4 2013
HUBBHubbell Inc	$2.66M	1.37%	0.01%	Not reported	Q2 2020
ABBVAbbVie Inc.	$2.61M	1.35%	0.00%	Not reported	Q4 2013
WMWaste Management Inc	$2.54M	1.31%	0.00%	Not reported	Q4 2013
SPGIS&P Global Inc.	$2.34M	1.20%	0.00%	+17.2%	Q2 2016
PGPROCTER & GAMBLE Co	$2.31M	1.19%	0.00%	+4.4%	Q4 2013
HDHome Depot, Inc.	$2.28M	1.18%	0.00%	Not reported	Q4 2013
GEGeneral Electric Co	$2.13M	1.10%	0.00%	+4.6%	Q1 2022
DISWalt Disney Co	$2.12M	1.09%	0.00%	Not reported	Q4 2013
SCHWSchwab Charles Corp	$2M	1.03%	0.00%	Not reported	Q3 2014
EMREmerson Electric Co	$1.85M	0.95%	0.00%	+15.9%	Q4 2013
LOWLowes Companies Inc	$1.8M	0.93%	0.00%	Not reported	Q3 2020
HIIHuntington Ingalls Industries, Inc.	$1.77M	0.91%	0.01%	Not reported	Q3 2017
AVGOBroadcom Inc.	$1.62M	0.83%	0.00%	Not reported	Q4 2023
MCDMcdonalds Corp	$1.61M	0.83%	0.00%	Not reported	Q4 2013
PFEPfizer Inc	$1.55M	0.80%	0.00%	-1.0%	Q4 2013
AMATApplied Materials Inc	$1.5M	0.77%	0.00%	Not reported	Q3 2017
PEPPepsico Inc	$1.47M	0.76%	0.00%	+12.5%	Q4 2013
ABTAbbott Laboratories	$1.43M	0.74%	0.00%	Not reported	Q4 2013
BNYBank of New York Mellon Corp	$1.32M	0.68%	0.00%	Not reported	Q4 2013
KRGKite Realty Group Trust	$1.32M	0.68%	0.02%	Not reported	Q1 2023
EFXEquifax Inc	$1.31M	0.67%	0.01%	+5.0%	Q4 2013
GEVGE Vernova Inc.	$1.3M	0.67%	0.00%	+7.2%	Q2 2024
QQnity Electronics, Inc.	$1.28M	0.66%	0.00%	Not reported	Q4 2025
GOOGLAlphabet Inc.	$1.27M	0.65%	0.00%	Not reported	Q2 2020
ZTSZoetis Inc.	$1.26M	0.65%	0.00%	-1.4%	Q1 2015
LEALear Corp	$1.26M	0.65%	0.02%	Not reported	Q3 2017
DOVDOVER Corp	$1.25M	0.64%	0.00%	+6.8%	Q3 2017
JJacobs Solutions Inc.	$1.12M	0.57%	0.01%	Not reported	Q3 2022
RTXRTX Corp	$1.1M	0.57%	0.00%	Not reported	Q4 2022
ORIOld Republic International Corp	$1.08M	0.56%	0.01%	Not reported	Q3 2018
AMGNAmgen Inc	$1.04M	0.54%	0.00%	Not reported	Q4 2013
MRKMerck & Co., Inc.	$1.03M	0.53%	0.00%	+6.7%	Q4 2013
LLYELI LILLY & Co	$996K	0.51%	0.00%	Not reported	Q1 2021

Q4 2025Reported Feb 2, 2026103 positions
JPMJPMorgan Chase & Co	$14M	7.84%	0.00%	0.0%	Q4 2013
MSFTMicrosoft Corp	$9.08M	5.09%	0.00%	+4.2%	Q4 2013
JNJJohnson & Johnson	$8.43M	4.73%	0.00%	Not reported	Q4 2013
AAPLApple Inc.	$7.97M	4.47%	0.00%	-0.2%	Q4 2013
GOOGAlphabet Inc.	$6.58M	3.69%	Not reported	-0.7%	Q4 2015
URIUnited Rentals, Inc.	$5.63M	3.16%	0.01%	+13.0%	Q3 2017
IBMInternational Business Machines Corp	$4.9M	2.75%	0.00%	-2.4%	Q4 2013
AMZNAmazon Com Inc	$4.55M	2.55%	0.00%	+0.5%	Q1 2018
AXPAmerican Express Co	$3.38M	1.90%	0.00%	+0.3%	Q4 2013
GSGoldman Sachs Group Inc	$3.27M	1.84%	0.00%	Not reported	Q4 2020
NVDANvidia Corp	$3.23M	1.81%	0.00%	-1.8%	Q3 2017
WMTWalmart Inc.	$3.13M	1.75%	0.00%	-4.9%	Q4 2013
DHIHorton D R Inc	$3.09M	1.73%	0.01%	Not reported	Q3 2017
ABBVAbbVie Inc.	$2.83M	1.59%	0.00%	-11.6%	Q4 2013
XOMExxonMobil Holdings Corp	$2.53M	1.42%	0.00%	+2.1%	Q4 2013
SPGIS&P Global Inc.	$2.42M	1.36%	0.00%	Not reported	Q2 2016
WMWaste Management Inc	$2.4M	1.35%	0.00%	Not reported	Q4 2013
HDHome Depot, Inc.	$2.39M	1.34%	0.00%	Not reported	Q4 2013
HUBBHubbell Inc	$2.33M	1.31%	0.01%	-0.4%	Q2 2020
DISWalt Disney Co	$2.32M	1.30%	0.00%	-2.2%	Q4 2013
SCHWSchwab Charles Corp	$2.18M	1.22%	0.00%	-1.6%	Q3 2014
GEGeneral Electric Co	$2.17M	1.22%	0.00%	+3.1%	Q1 2022
PGPROCTER & GAMBLE Co	$2.15M	1.21%	0.00%	-5.9%	Q4 2013
CVXChevron Corp	$2.14M	1.20%	0.00%	+0.1%	Q4 2013
STXSeagate Technology Holdings plc	$2.13M	1.19%	0.00%	Not reported	Q3 2024
ABTAbbott Laboratories	$1.97M	1.11%	0.00%	-7.0%	Q4 2013
LOWLowes Companies Inc	$1.82M	1.02%	0.00%	+5.3%	Q3 2020
INTCIntel Corp	$1.78M	1.00%	0.00%	Not reported	Q4 2013
MCDMcdonalds Corp	$1.68M	0.94%	0.00%	-6.1%	Q4 2013
HIIHuntington Ingalls Industries, Inc.	$1.65M	0.93%	0.01%	Not reported	Q3 2017
EFXEquifax Inc	$1.55M	0.87%	0.01%	-20.9%	Q4 2013
EMREmerson Electric Co	$1.51M	0.85%	0.00%	+27.4%	Q4 2013
PFEPfizer Inc	$1.46M	0.82%	0.00%	Not reported	Q4 2013
ZTSZoetis Inc.	$1.4M	0.78%	0.00%	Not reported	Q1 2015
AVGOBroadcom Inc.	$1.34M	0.75%	0.00%	-7.6%	Q4 2023
ORIOld Republic International Corp	$1.23M	0.69%	0.01%	Not reported	Q3 2018
KRGKite Realty Group Trust	$1.21M	0.68%	0.02%	Not reported	Q1 2023
PEPPepsico Inc	$1.18M	0.66%	0.00%	+1.1%	Q4 2013
RTXRTX Corp	$1.15M	0.64%	0.00%	+5.3%	Q4 2022
LLYELI LILLY & Co	$1.15M	0.64%	0.00%	Not reported	Q1 2021
BNYBank of New York Mellon Corp	$1.14M	0.64%	0.00%	Not reported	Q4 2013
JJacobs Solutions Inc.	$1.14M	0.64%	0.01%	-2.4%	Q3 2022
LEALear Corp	$1.13M	0.64%	0.02%	Not reported	Q3 2017
GOOGLAlphabet Inc.	$1.03M	0.58%	0.00%	+5.4%	Q2 2020
DOVDOVER Corp	$1.01M	0.56%	0.00%	-3.1%	Q3 2017
AMGNAmgen Inc	$986K	0.55%	0.00%	-1.0%	Q4 2013
AMATApplied Materials Inc	$974K	0.55%	0.00%	-8.3%	Q3 2017
DDOGDatadog, Inc.	$969K	0.54%	0.01%	Not reported	Q2 2025
MRKMerck & Co., Inc.	$934K	0.52%	0.00%	+1.8%	Q4 2013
HUMHumana Inc	$886K	0.50%	0.00%	Not reported	Q3 2017

Q3 2025Reported Nov 4, 2025101 positions
JPMJPMorgan Chase & Co	$13.7M	7.53%	0.00%	-4.9%	Q4 2013
MSFTMicrosoft Corp	$9.33M	5.13%	0.00%	+5.0%	Q4 2013
JNJJohnson & Johnson	$7.56M	4.16%	0.00%	-18.6%	Q4 2013
AAPLApple Inc.	$7.48M	4.12%	0.00%	Not reported	Q4 2013
URIUnited Rentals, Inc.	$5.88M	3.24%	0.01%	+0.4%	Q3 2017
GOOGAlphabet Inc.	$5.14M	2.83%	Not reported	+4.0%	Q4 2015
IBMInternational Business Machines Corp	$4.78M	2.63%	0.00%	+14.3%	Q4 2013
AMZNAmazon Com Inc	$4.31M	2.37%	0.00%	+16.9%	Q1 2018
DHIHorton D R Inc	$3.64M	2.00%	0.01%	Not reported	Q3 2017
NVDANvidia Corp	$3.29M	1.81%	0.00%	+53.4%	Q3 2017
ABBVAbbVie Inc.	$3.24M	1.78%	0.00%	-35.1%	Q4 2013
WMTWalmart Inc.	$3.05M	1.68%	0.00%	-10.2%	Q4 2013
AXPAmerican Express Co	$3.03M	1.67%	0.00%	-1.0%	Q4 2013
GSGoldman Sachs Group Inc	$2.96M	1.63%	0.00%	+36.2%	Q4 2020
HDHome Depot, Inc.	$2.81M	1.55%	0.00%	Not reported	Q4 2013
KRKroger Co	$2.76M	1.52%	0.01%	Not reported	Q3 2018
PGPROCTER & GAMBLE Co	$2.45M	1.35%	0.00%	-21.3%	Q4 2013
WMWaste Management Inc	$2.41M	1.33%	0.00%	-14.0%	Q4 2013
DISWalt Disney Co	$2.39M	1.31%	0.00%	-0.2%	Q4 2013
NEMNEWMONT Corp	$2.36M	1.30%	0.00%	Not reported	Q3 2017
XOMExxonMobil Holdings Corp	$2.33M	1.28%	0.00%	-0.4%	Q4 2013
EFXEquifax Inc	$2.32M	1.28%	0.01%	+5.5%	Q4 2013
ABTAbbott Laboratories	$2.26M	1.25%	0.00%	-12.7%	Q4 2013
HUBBHubbell Inc	$2.26M	1.25%	0.01%	+8.8%	Q2 2020
SPGIS&P Global Inc.	$2.25M	1.24%	0.00%	Not reported	Q2 2016
CVXChevron Corp	$2.18M	1.20%	0.00%	-0.3%	Q4 2013
SCHWSchwab Charles Corp	$2.12M	1.16%	0.00%	Not reported	Q3 2014
GEGeneral Electric Co	$2.05M	1.13%	0.00%	+53.2%	Q1 2022
STXSeagate Technology Holdings plc	$1.82M	1.00%	0.00%	Not reported	Q3 2024
LOWLowes Companies Inc	$1.8M	0.99%	0.00%	+24.8%	Q3 2020
MCDMcdonalds Corp	$1.78M	0.98%	0.00%	-19.2%	Q4 2013
ZTSZoetis Inc.	$1.63M	0.89%	0.00%	-1.0%	Q1 2015
INTCIntel Corp	$1.62M	0.89%	0.00%	-0.7%	Q4 2013
PFEPfizer Inc	$1.49M	0.82%	0.00%	-22.3%	Q4 2013
DDDuPont de Nemours, Inc.	$1.44M	0.79%	0.00%	+2.4%	Q2 2019
HIIHuntington Ingalls Industries, Inc.	$1.4M	0.77%	0.01%	Not reported	Q3 2017
AVGOBroadcom Inc.	$1.38M	0.76%	0.00%	+39.4%	Q4 2023
JJacobs Solutions Inc.	$1.32M	0.73%	0.01%	Not reported	Q3 2022
GPNGlobal Payments Inc	$1.29M	0.71%	0.01%	-1.3%	Q4 2024
EMREmerson Electric Co	$1.17M	0.64%	0.00%	Not reported	Q4 2013
ORIOld Republic International Corp	$1.15M	0.63%	0.01%	Not reported	Q3 2018
PEPPepsico Inc	$1.15M	0.63%	0.00%	-29.6%	Q4 2013
BDXBecton Dickinson & Co	$1.14M	0.63%	0.00%	-2.2%	Q1 2018
WIXWix.com Ltd.	$1.13M	0.62%	0.01%	Not reported	Q3 2024
KRGKite Realty Group Trust	$1.13M	0.62%	0.02%	Not reported	Q1 2023
BNYBank of New York Mellon Corp	$1.07M	0.59%	0.00%	Not reported	Q4 2013
DDOGDatadog, Inc.	$1.02M	0.56%	0.01%	+59.5%	Q2 2025
CLXClorox Co	$1.01M	0.56%	0.01%	-24.8%	Q4 2013
UNHUnitedhealth Group Inc	$1M	0.55%	0.00%	-9.0%	Q3 2015
LEALear Corp	$996K	0.55%	0.02%	-5.2%	Q3 2017

Premium opens every quarter this fund has filed