Pettee Investors, Inc. 13F Holdings · Q2 2026
Pettee Investors, Inc. reported 113 securities worth $203.22M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: JPM (7.28%), JNJ (5.20%), AAPL (4.23%). Among its top 25 positions this quarter: 6 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase | $14.8M | 7.28% | 45,187 | Added |
| 2 | JNJ | Johnson & Johnson | $10.6M | 5.20% | 41,619 | Trimmed |
| 3 | AAPL | Apple | $8.6M | 4.23% | 29,742 | Trimmed |
| 4 | URI | United Rentals | $7.9M | 3.89% | 6,986 | Hold |
| 5 | GOOG | Alphabet Class C | $7.5M | 3.71% | 21,335 | Hold |
| 6 | STX | Seagate | $7.4M | 3.65% | 7,695 | Trimmed |
| 7 | HOMZ | Hoya Capital Housing | $7.3M | 3.62% | 153,817 | Hold |
| 8 | MSFT | Microsoft | $7.1M | 3.48% | 18,962 | Trimmed |
| 9 | INTC | Intel | $5.6M | 2.73% | 39,794 | Trimmed |
| 10 | AMZN | Amazon | $5.2M | 2.55% | 21,766 | Added |
| 11 | IBM | International Business Machine | $4.7M | 2.29% | 16,545 | Added |
| 12 | GS | Goldman Sachs | $3.8M | 1.86% | 3,735 | Hold |
| 13 | DHI | D R Horton | $3.5M | 1.71% | 21,330 | Trimmed |
| 14 | NVDA | Nvidia Corp. | $3.5M | 1.70% | 17,310 | Hold |
| 15 | AXP | American Express | $3.2M | 1.57% | 9,404 | Added |
| 16 | ABBV | Abbvie | $3.1M | 1.53% | 12,370 | Hold |
| 17 | XOM | Exxon Mobil | $3.0M | 1.49% | 22,168 | Hold |
| 18 | CSCO | Cisco Systems | $2.7M | 1.35% | 23,379 | Hold |
| 19 | GE | GE Aerospace | $2.8M | 1.35% | 7,361 | Hold |
| 20 | HUBB | Hubbell | $2.7M | 1.35% | 5,241 | Hold |
| 21 | AMAT | Applied Materials | $2.7M | 1.33% | 3,748 | Trimmed |
| 22 | WMT | Wal-Mart Stores | $2.7M | 1.32% | 23,601 | Trimmed |
| 23 | LH | Labcorp Holdings | $2.7M | 1.31% | 9,500 | Added |
| 24 | WM | Waste Management | $2.6M | 1.27% | 11,623 | Added |
| 25 | CVX | Chevron | $2.5M | 1.21% | 14,806 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR