Pettee Investors, Inc.

CIK 0001596901 • 6 13F filings • May 2, 2025 – Aug 6, 2026

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Filer information

Filed by: Pettee Investors, Inc., President & Chief Compliance Officer
Address: 137 ROWAYTON AVENUE, SUITE 430, ROWAYTON, CT, 06853
Phone: 203 957 8880
AUM: $178.3M

AUM over time

$203.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $178.3M111 positionsView on SEC.gov

			% of Portfolio
3M	COM	$616K	0.3%Prev: 0.3%	3,846 SH	Increased
Abbott Laboratories	COM	$2.0M	1.1%Prev: 1.2%	15,727 SH	Decreased-1,182 SH
Abbvie	COM	$2.8M	1.6%Prev: 1.8%	12,370 SH	Decreased-1,625 SH
Aecon Group	COM	$230K	0.1%Prev: 0.1%	10,000 SH	Increased
Akamai Technologies	COM	$495K	0.3%Prev: 0.2%	5,675 SH	Increased
Alphabet Class A	COM	$1.0M	0.6%Prev: 0.4%	3,301 SH	Increased+169 SH
Alphabet Class C	COM	$6.6M	3.7%Prev: 2.8%	20,955 SH	Increased-145 SH
Amazon	COM	$4.6M	2.6%Prev: 2.4%	19,723 SH	Increased+100 SH
American Express	COM	$3.4M	1.9%Prev: 1.7%	9,143 SH	Increased+25 SH
Ameriprise Financial	COM	$588K	0.3%Prev: 0.3%	1,200 SH	Decreased
Amgen	COM	$986K	0.6%Prev: 0.5%	3,011 SH	Increased-30 SH
Apollo Global Mgmt. LLC	COM	$470K	0.3%Prev: 0.2%	3,250 SH	Increased
Apple	COM	$8.0M	4.5%Prev: 4.1%	29,302 SH	Increased-65 SH
Apple Hospitality	COM	$201K	0.1%Prev: 0.1%	17,000 SH	Decreased
Applied Materials	COM	$974K	0.5%Prev: 0.5%	3,791 SH	Increased-345 SH
Bank America	COM	$375K	0.2%Prev: 0.2%	6,821 SH	Increased
Bank of New York Mellon	COM	$1.1M	0.6%Prev: 0.6%	9,852 SH	Increased
Becton Dickinson	COM	$360K	0.2%Prev: 0.6%	1,855 SH	Decreased-4,247 SH
Blackstone Group	COM	$314K	0.2%Prev: 0.2%	2,034 SH	Decreased
Boeing	COM	$326K	0.2%Prev: 0.2%	1,500 SH	Increased
Bristol-Myers Squibb	COM	$605K	0.3%Prev: 0.3%	11,224 SH	Increased
Broadcom, Inc.	COM	$1.3M	0.8%Prev: 0.8%	3,877 SH	Decreased-319 SH
Cal-Maine Foods	COM	$273K	0.2%	3,430 SH	New
Capital One Financial	COM	$498K	0.3%Prev: 0.2%	2,055 SH	Increased
Caterpillar	COM	$449K	0.3%Prev: 0.2%	783 SH	Increased
Chevron	COM	$2.1M	1.2%Prev: 1.2%	14,062 SH	Decreased+17 SH
Cigna	COM	$267K	0.1%Prev: 0.2%	971 SH	Decreased
Cisco Systems	COM	$1.8M	1.0%Prev: 0.8%	23,204 SH	Increased+745 SH
Clorox	COM	$575K	0.3%Prev: 0.6%	5,700 SH	Decreased-2,506 SH
Coca-Cola	COM	$215K	0.1%	3,082 SH	New
Cognizant Technology Solutions	COM	$208K	0.1%	2,500 SH	New
Constellation Energy	COM	$687K	0.4%Prev: 0.4%	1,946 SH	Increased
Corteva	COM	$521K	0.3%Prev: 0.3%	7,769 SH	Decreased
CVS/Caremark	COM	$625K	0.4%Prev: 0.3%	7,880 SH	Increased-350 SH
D R Horton	COM	$3.1M	1.7%Prev: 2.0%	21,455 SH	Decreased
Datadog	COM	$969K	0.5%Prev: 0.6%	7,129 SH	Decreased
Digital Realty Trust	COM	$294K	0.2%Prev: 0.2%	1,900 SH	Decreased
Disney	COM	$2.3M	1.3%Prev: 1.3%	20,386 SH	Decreased-450 SH
Dolby Class A	COM	$712K	0.4%Prev: 0.4%	11,090 SH	Decreased
Dover Corp.	COM	$1.0M	0.6%Prev: 0.5%	5,158 SH	Increased-165 SH
Du Pont (E.I) de Nemours	COM	$741K	0.4%Prev: 0.8%	18,438 SH	Decreased
Eli Lilly	COM	$1.1M	0.6%Prev: 0.4%	1,066 SH	Increased
Emerson Electric	COM	$1.5M	0.8%Prev: 0.6%	11,370 SH	Increased+2,447 SH
Equifax	COM	$1.6M	0.9%Prev: 1.3%	7,152 SH	Decreased-1,890 SH
Exxon Mobil	COM	$2.5M	1.4%Prev: 1.3%	21,064 SH	Increased+424 SH
FedEx	COM	$436K	0.2%Prev: 0.2%	1,509 SH	Increased-100 SH
First American Financial	COM	$263K	0.1%Prev: 0.2%	4,275 SH	Decreased
GE Aerospace	COM	$2.2M	1.2%Prev: 1.1%	7,038 SH	Increased+210 SH
GE Vernova	COM	$731K	0.4%Prev: 0.4%	1,119 SH	Increased
Goldman Sachs	COM	$3.3M	1.8%Prev: 1.6%	3,723 SH	Increased
Home Depot	COM	$2.4M	1.3%Prev: 1.5%	6,942 SH	Decreased
Hoya Capital High Dividend Yie	COM	$904K	0.5%Prev: 0.5%	97,314 SH	Increased+7,985 SH
Hoya Capital Housing	COM	$7.0M	3.9%Prev: 4.0%	153,817 SH	Decreased
Hubbell	COM	$2.3M	1.3%Prev: 1.2%	5,241 SH	Increased-20 SH
Humana	COM	$886K	0.5%Prev: 0.5%	3,460 SH	Decreased
Huntington Bancshares	COM	$296K	0.2%Prev: 0.2%	17,052 SH	Decreased-2,000 SH
Huntington Ingalls Ind.	COM	$1.7M	0.9%Prev: 0.8%	4,852 SH	Increased
Icon PLC	COM	$219K	0.1%Prev: 0.1%	1,200 SH	Increased
Intel	COM	$1.8M	1.0%Prev: 0.9%	48,239 SH	Increased
International Business Machine	COM	$4.9M	2.7%Prev: 2.6%	16,526 SH	Increased-407 SH
Intuit	COM	$663K	0.4%Prev: 0.4%	1,001 SH	Decreased
IShares Russell 2000 Index	COM	$230K	0.1%	933 SH	New
Ishares Russell Midcap Index	COM	$279K	0.2%Prev: 0.1%	2,900 SH	Increased+716 SH
Jacobs Solutions	COM	$1.1M	0.6%Prev: 0.7%	8,620 SH	Decreased-215 SH
Johnson & Johnson	COM	$8.4M	4.7%Prev: 4.2%	40,750 SH	Increased
JPMorgan Chase	COM	$14.0M	7.8%Prev: 7.5%	43,380 SH	Increased-1 SH
Kite Realty Group	COM	$1.2M	0.7%Prev: 0.6%	50,510 SH	Increased
Kroger	COM	$552K	0.3%Prev: 1.5%	8,842 SH	Decreased-32,105 SH
Labcorp Holdings	COM	$2.2M	1.2%Prev: 1.4%	8,681 SH	Decreased
Lear Corp.	COM	$1.1M	0.6%Prev: 0.5%	9,902 SH	Increased
Lowes	COM	$1.8M	1.0%Prev: 1.0%	7,532 SH	Increased+380 SH
LPL Financial Holdings	COM	$532K	0.3%Prev: 0.3%	1,490 SH	Increased
Match Group	COM	$210K	0.1%Prev: 0.1%	6,496 SH	Decreased
McCormick	COM	$776K	0.4%Prev: 0.4%	11,386 SH	Increased
McDonald's Corp.	COM	$1.7M	0.9%Prev: 1.0%	5,486 SH	Decreased-355 SH
Merck	COM	$934K	0.5%Prev: 0.4%	8,873 SH	Increased+157 SH
Microsoft	COM	$9.1M	5.1%Prev: 5.1%	18,766 SH	Decreased+754 SH
Mid America Apartment Communit	COM	$207K	0.1%Prev: 0.1%	1,490 SH	Decreased
Moody's Corp.	COM	$472K	0.3%Prev: 0.2%	924 SH	Increased
Nasdaq	COM	$393K	0.2%Prev: 0.2%	4,050 SH	Increased
Nestle ADR	COM	$2.1M	1.2%Prev: 1.1%	20,759 SH	Increased-166 SH
Newmont Mining Corp.	COM	$465K	0.3%Prev: 1.3%	4,655 SH	Decreased-23,292 SH
Nextera Energy	COM	$683K	0.4%Prev: 0.4%	8,503 SH	Increased
Nvidia Corp.	COM	$3.2M	1.8%Prev: 1.8%	17,310 SH	Decreased-308 SH
Old Republic	COM	$1.2M	0.7%Prev: 0.6%	27,000 SH	Increased
Oracle	COM	$444K	0.2%Prev: 0.5%	2,276 SH	Decreased-1,169 SH
Packaging Corp.	COM	$337K	0.2%Prev: 0.2%	1,635 SH	Decreased
Paychex	COM	$266K	0.1%Prev: 0.2%	2,375 SH	Decreased
PepsiCo	COM	$1.2M	0.7%Prev: 0.6%	8,246 SH	Increased+91 SH
Pfizer	COM	$1.5M	0.8%Prev: 0.8%	58,565 SH	Decreased
Procter & Gamble	COM	$2.2M	1.2%Prev: 1.3%	15,014 SH	Decreased-937 SH
Qnity	COM	$742K	0.4%	9,086 SH	New
Quanta Services	COM	$445K	0.2%Prev: 0.2%	1,055 SH	Increased+70 SH
RTX	COM	$1.1M	0.6%Prev: 0.5%	6,250 SH	Increased+312 SH
S&P Global	COM	$2.4M	1.4%Prev: 1.2%	4,629 SH	Increased
Salesforce	COM	$366K	0.2%Prev: 0.2%	1,382 SH	Increased-158 SH
Schwab, Charles	COM	$2.2M	1.2%Prev: 1.2%	21,807 SH	Increased-350 SH
Seagate	COM	$2.1M	1.2%Prev: 1.0%	7,725 SH	Increased
Service Corp. Int'l.	COM	$499K	0.3%	6,400 SH	New
Teledyne Technologies	COM	$1.8M	1.0%Prev: 1.1%	3,471 SH	Decreased
Union Pacific	COM	$883K	0.5%Prev: 0.5%	3,818 SH	Decreased-113 SH
United Health Group	COM	$744K	0.4%Prev: 0.6%	2,255 SH	Decreased-653 SH
United Rentals	COM	$5.6M	3.2%Prev: 3.2%	6,958 SH	Decreased+800 SH
Verizon Communications	COM	$281K	0.2%Prev: 0.2%	6,906 SH	Decreased
Wal-Mart Stores	COM	$3.1M	1.8%Prev: 1.7%	28,087 SH	Increased-1,460 SH
Waste Management	COM	$2.4M	1.3%Prev: 1.3%	10,923 SH	Decreased
Westlake Chemical Corp.	COM	$496K	0.3%Prev: 0.3%	6,711 SH	Decreased
WIX.com	COM	$659K	0.4%Prev: 0.6%	6,345 SH	Decreased
Wyndham Hotels & Resorts	COM	$560K	0.3%Prev: 0.3%	7,408 SH	Decreased
Yum! Brands	COM	$382K	0.2%Prev: 0.2%	2,522 SH	Decreased
Zoetis	COM	$1.4M	0.8%Prev: 0.9%	11,110 SH	Decreased

Sold (vs prior filing)

Global Payment — $1.3M
Synopsys — $379K
Verisign — $214K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001596901-26-000001	$178.3M	View
Nov 4, 2025	Q3 2025	13F-HR	0001596901-25-000005	$181.7M	View
Aug 6, 2026	Q2 2026