Pettee Investors, Inc.
RIA/Wealth
Pettee Investors, Inc. is a RIA/Wealth based in Rowayton, CT led by Sheila Peck Pettee, reporting $211.9M in AUM as of Q3 2025 with JPM as the largest holding (8% allocation).
PresidentSheila Peck Pettee
- Portfolio Value
- $177.7M
- Positions
- 104
- Top Holding
- JPM at 7.7%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pettee Investors, Inc.'s portfolio (38.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Banks - Diversified Financial Services | $13.7M | 7.70% | -$698.7K Sold | 0.00% 43.4K shares | |
Software - Infrastructure Technology | $9.3M | 5.25% | +$447.5K Bought | 0.00% 18.0K shares | |
Drug Manufacturers - General Healthcare | $7.6M | 4.25% | -$1.7M Sold | 0.00% 40.8K shares | |
Consumer Electronics Technology | $7.5M | 4.21% | — | 0.00% 29.4K shares | |
ETF ETF | $7.2M | 4.07% | — | — 153.8K shares | |
Rental & Leasing Services Industrials | $5.9M | 3.31% | +$24.8K Bought | 0.01% 6.2K shares | |
Internet Content & Information Communication Services | $5.1M | 2.89% | +$197.3K Bought | 0.00% 21.1K shares | |
Information Technology Services Technology | $4.8M | 2.69% | +$596.5K Bought | 0.00% 16.9K shares | |
Specialty Retail Consumer Cyclical | $4.3M | 2.42% | +$623.1K Bought | 0.00% 19.6K shares | |
Residential Construction Consumer Cyclical | $3.6M | 2.05% | — | 0.01% 21.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pettee Investors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+244.5% | |
+237.39% | |
+128.95% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Pettee Investors, Inc.
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