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Pettee Investors, Inc.
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $201,210,669
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- JPMorgan Chase · COM · 46625h100 · shares: $14,963,772
- Johnson & Johnson · COM · 478160104 · shares: $11,321,341
- Apple · COM · 037833100 · shares: $9,939,648
- Microsoft · COM · 594918104 · shares: $9,819,471
- Alphabet Class C · COM · 02079k107 · shares: $7,319,436
- Seagate · COM · G7997R103 · shares: $7,097,406
- United Rentals · COM · 911363109 · shares: $7,002,458
- Hoya Capital Housing · COM · 26922a230 · shares: $6,095,112
- Amazon · COM · 023135106 · shares: $5,524,403
- Intel · COM · 458140100 · shares: $4,784,433
Reported holdings
115 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Cigna | COM | 125509109 | — | 971 shares | $263,947 |
| Match Group | COM | 57665r106 | — | 6,496 shares | $260,814 |
| IShares Russell 2000 Index | COM | 46425H100 | — | 933 shares | $259,271 |
| Bank America | COM | 060505104 | — | 4,721 shares | $256,964 |
| Intuit | COM | 461202103 | — | 886 shares | $244,289 |
| Travelers | COM | 89417E109 | — | 680 shares | $242,427 |
| First American Financial | COM | 31847r102 | — | 3,900 shares | $236,886 |
| Cal-Maine Foods | COM | 128030202 | — | 3,430 shares | $233,446 |
| Blackstone Group | COM | 09253u108 | — | 2,034 shares | $227,991 |
| Berkshire Hathaway B | COM | 084670702 | — | 454 shares | $226,069 |
| Huntington Bancshares | COM | 446150104 | — | 14,652 shares | $223,590 |
| Verisign | COM | 92343e102 | — | 765 shares | $215,738 |
| SLB Ltd. | COM | 806857108 | — | 4,341 shares | $211,494 |
| Icon PLC | COM | G4705A100 | — | 1,200 shares | $203,988 |
| Entergy | COM | 28364G103 | — | 2,026 shares | $201,101 |