Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pettee Investors, Inc. (CIK 1596901) reported $194.2M across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPM ($14.1M, 7.28%), JNJ ($9.6M, 4.95%), GOOG ($8.1M, 4.20%), AAPL ($8.1M, 4.17%), MSFT ($7.8M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase | $14.1M | 7.28% | 45,108 | Added |
| 2 | JNJ | Johnson & Johnson | $9.6M | 4.95% | 41,824 | Added |
| 3 | GOOG | Alphabet Class C | $8.1M | 4.20% | 21,335 | Added |
| 4 | AAPL | Apple | $8.1M | 4.17% | 29,848 | Added |
| 5 | MSFT | Microsoft | $7.8M | 3.99% | 19,012 | Added |
| 6 | HOMZ | Hoya Capital Housing | $6.9M | 3.56% | 153,817 | Hold |
| 7 | URI | United Rentals | $6.7M | 3.45% | 6,986 | Added |
| 8 | AMZN | Amazon | $5.2M | 2.70% | 19,779 | Added |
| 9 | STX | Seagate | $5.2M | 2.68% | 7,725 | Hold |
| 10 | INTC | Intel | $4.6M | 2.35% | 48,364 | Added |
| 11 | IBM | International Business Machine | $3.8M | 1.97% | 16,526 | Hold |
| 12 | WMT | Wal-Mart Stores | $3.7M | 1.91% | 28,087 | Hold |
| 13 | NVDA | Nvidia Corp. | $3.5M | 1.78% | 17,310 | Hold |
| 14 | GS | Goldman Sachs | $3.5M | 1.78% | 3,735 | Added |
| 15 | XOM | Exxon Mobil | $3.4M | 1.76% | 22,168 | Added |
| 16 | DHI | D R Horton | $3.3M | 1.70% | 21,455 | Hold |
| 17 | AXP | American Express | $3.0M | 1.52% | 9,143 | Hold |
| 18 | CVX | Chevron | $2.9M | 1.47% | 14,806 | Added |
| 19 | HUBB | Hubbell | $2.7M | 1.37% | 5,241 | Hold |
| 20 | ABBV | Abbvie | $2.6M | 1.35% | 12,370 | Hold |
| 21 | WM | Waste Management | $2.5M | 1.31% | 10,923 | Hold |
| 22 | SPGI | S&P Global | $2.3M | 1.20% | 5,425 | Added |
| 23 | PG | Procter & Gamble | $2.3M | 1.19% | 15,673 | Added |
| 24 | HD | Home Depot | $2.3M | 1.18% | 6,942 | Hold |
| 25 | LH | Labcorp Holdings | $2.2M | 1.15% | 8,725 | Added |
Source: SEC Form 13F filings · as of 2026-03-31