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Latest Pettee Investors, Inc. Stock Portfolio

Pettee Investors, Inc. Performance:
2025 Q4: 1.14%YTD: 13.1%2024: 11.78%
Performance for 2025 Q4 is 1.14%, and YTD is 13.1%, and 2024 is 11.78%.

About Pettee Investors, Inc. and 13F Hedge Fund Stock Holdings

On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pettee Investors, Inc. reported an equity portfolio of $178.3 Millions as of 31 Dec, 2025.

The top stock holdings of Pettee Investors, Inc. are JPM, MSFT, JNJ. The fund has invested 7.8% of it's portfolio in JPMORGAN CHASE and 5.1% of portfolio in MICROSOFT.

The fund managers got completely rid off GLOBAL PAYMENT (GPN), SYNOPSYS (SNPS) and VERISIGN (VRSN) stocks. They significantly reduced their stock positions in NEWMONT MINING CORP. (NEM), KROGER (KR) and BECTON DICKINSON (BDX). Pettee Investors, Inc. opened new stock positions in QNITY, SERVICE CORP. INT'L. (SCI) and CAL-MAINE FOODS (CALM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES RUSSELL MIDCAP INDEX (IJR), EMERSON ELECTRIC (EMR) and UNITED RENTALS (URI).

Pettee Investors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Pettee Investors, Inc. made a return of 1.14% in the last quarter. In trailing 12 months, it's portfolio return was 13.1%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
qnity741,872
service corp. int'l.499,008
cal-maine foods272,925
ishares russell 2000 index229,667
coca-cola215,463
cognizant technology solutions207,500
New stocks bought by Pettee Investors, Inc.

Additions

Ticker% Inc.
ishares russell midcap index32.78
emerson electric27.42
united rentals12.99
hoya capital high dividend yie8.94
quanta services7.11
alphabet class a5.4
lowes5.31
rtx5.25
Additions to existing portfolio by Pettee Investors, Inc.

Reductions

Ticker% Reduced
newmont mining corp.-83.34
kroger-78.41
becton dickinson-69.6
oracle-33.93
clorox-30.54
united health group-22.46
equifax-20.9
abbvie-11.61
Pettee Investors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
global payment-1,285,410
synopsys-378,924
verisign-213,871
Pettee Investors, Inc. got rid off the above stocks

Sector Distribution

Pettee Investors, Inc. has about 20.6% of it's holdings in Technology sector.

Sector%
Technology20.6
Financial Services17.8
Healthcare14.1
Industrials14
Consumer Cyclical9.3
Others7.7
Communication Services5.9
Consumer Defensive5
Energy2.7
Basic Materials1.3
Real Estate1.1

Market Cap. Distribution

Pettee Investors, Inc. has about 89.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP45.4
MEGA-CAP43.7
UNALLOCATED7.7
MID-CAP3.3

Stocks belong to which Index?

About 87.8% of the stocks held by Pettee Investors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50087.8
Others11.3
Top 5 Winners (%)%
LLY
eli lilly
40.9 %
aecon group
34.5 %
GOOG
alphabet class c
28.8 %
GOOG
alphabet class a
27.8 %
MRK
merck
25.1 %
Top 5 Winners ($)$
GOOG
alphabet class c
1.5 M
JNJ
johnson & johnson
0.9 M
AAPL
apple
0.5 M
AXP
american express
0.3 M
LLY
eli lilly
0.3 M
Top 5 Losers (%)%
DD
du pont (e.i) de nemours
-48.4 %
wix.com
-41.5 %
ORCL
oracle
-25.5 %
CLX
clorox
-15.4 %
HD
home depot
-15.1 %
Top 5 Losers ($)$
URI
united rentals
-1.0 M
DD
du pont (e.i) de nemours
-0.7 M
MSFT
microsoft
-0.6 M
DHI
d r horton
-0.5 M
wix.com
-0.5 M

Pettee Investors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Pettee Investors, Inc.

Pettee Investors, Inc. has 110 stocks in it's portfolio. About 40.1% of the portfolio is in top 10 stocks. URI proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Pettee Investors, Inc. last quarter.

Last Reported on: 02 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions