Pettee Investors, Inc. Portfolio Holdings
Q3 2025•104 long positions•$177.7M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding110 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Banks - Diversified Financial Services | $13.7M 7.7% | -$698.7K Sold | 0.002% 43.4K shares | 45.6K → 43.4K −$698.7K | -4.86% | $867.35B Mega Cap | Q4 2013 Held for 12 years | |
Software - Infrastructure Technology | $9.3M 5.25% | +$447.5K Bought | 0.0% 18.0K shares | 17.1K → 18.0K +$447.5K | +5.04% | $3.85T Mega Cap | Q4 2013 Held for 12 years | |
Drug Manufacturers - General Healthcare | $7.6M 4.25% | -$1.7M Sold | 0.002% 40.8K shares | 50.0K → 40.8K −$1.7M | -18.55% | $446.55B Mega Cap | Q4 2013 Held for 12 years | |
Consumer Electronics Technology | $7.5M 4.21% | — | 0.0% 29.4K shares | — | — | $3.78T Mega Cap | Q4 2013 Held for 12 years | |
ETF ETF | $7.2M 4.07% | — | — 153.8K shares | — | — | — — | Q1 2019 Held for 6y 9m | |
Rental & Leasing Services Industrials | $5.9M 3.31% | +$24.8K Bought | 0.01% 6.2K shares | 6.1K → 6.2K +$24.8K | +0.42% | $61.4B Large Cap | Q4 2019 Held for 6 years | |
Internet Content & Information Communication Services | $5.1M 2.89% | +$197.3K Bought | 0.0% 21.1K shares | 20.3K → 21.1K +$197.3K | +3.99% | $2.95T Mega Cap | Q4 2015 Held for 10 years | |
Information Technology Services Technology | $4.8M 2.69% | +$596.5K Bought | 0.002% 16.9K shares | 14.8K → 16.9K +$596.5K | +14.27% | $262.84B Mega Cap | Q4 2013 Held for 12 years | |
Specialty Retail Consumer Cyclical | $4.3M 2.42% | +$623.1K Bought | 0.0% 19.6K shares | 16.8K → 19.6K +$623.1K | +16.91% | $2.34T Mega Cap | Q1 2018 Held for 7y 9m | |
Residential Construction Consumer Cyclical | $3.6M 2.05% | — | 0.007% 21.5K shares | — | — | $50.5B Large Cap | Q2 2020 Held for 5y 6m | |
Semiconductors Technology | $3.3M 1.85% | +$1.1M Bought | 0.0% 17.6K shares | 11.5K → 17.6K +$1.1M | +53.39% | $4.54T Mega Cap | Q3 2017 Held for 8y 3m | |
Drug Manufacturers - General Healthcare | $3.2M 1.82% | -$1.8M Sold | 0.001% 14.0K shares | 21.6K → 14.0K −$1.8M | -35.13% | $409.03B Mega Cap | Q4 2013 Held for 12 years | |
Discount Stores Consumer Defensive | $3.0M 1.71% | -$344.0K Sold | 0.0% 29.5K shares | 32.9K → 29.5K −$344.0K | -10.15% | $821.68B Mega Cap | Q4 2013 Held for 12 years | |
Financial - Credit Services Financial Services | $3.0M 1.7% | -$31.6K Sold | 0.001% 9.1K shares | 9.2K → 9.1K −$31.6K | -1.03% | $231.14B Mega Cap | Q4 2013 Held for 12 years | |
Financial - Capital Markets Financial Services | $3.0M 1.67% | +$788.4K Bought | 0.001% 3.7K shares | 2.7K → 3.7K +$788.4K | +36.22% | $241.07B Mega Cap | Q4 2020 Held for 5 years | |
Home Improvement Consumer Cyclical | $2.8M 1.58% | — | 0.001% 6.9K shares | — | — | $403.32B Mega Cap | Q4 2013 Held for 12 years | |
Grocery Stores Consumer Defensive | $2.8M 1.55% | — | 0.006% 40.9K shares | — | — | $44.7B Large Cap | Q3 2018 Held for 7y 3m | |
Medical - Diagnostics & Research Healthcare | $2.5M 1.4% | -$28.4K Sold | 0.01% 8.7K shares | 8.8K → 8.7K −$28.4K | -1.13% | $23.9B Large Cap | Q3 2020 Held for 5y 3m | |
Household & Personal Products Consumer Defensive | $2.5M 1.38% | -$662.7K Sold | 0.001% 16.0K shares | 20.3K → 16.0K −$662.7K | -21.28% | $359.62B Mega Cap | Q4 2013 Held for 12 years | |
Waste Management Industrials | $2.4M 1.36% | -$393.1K Sold | 0.003% 10.9K shares | 12.7K → 10.9K −$393.1K | -14.01% | $89.0B Large Cap | Q4 2013 Held for 12 years | |
Entertainment Communication Services | $2.4M 1.34% | -$4.6K Sold | 0.001% 20.8K shares | 20.9K → 20.8K −$4.6K | -0.19% | $205.86B Mega Cap | Q4 2013 Held for 12 years | |
Gold Basic Materials | $2.4M 1.33% | — | 0.003% 27.9K shares | — | — | $92.6B Large Cap | Q3 2017 Held for 8y 3m | |
Oil & Gas Integrated Energy | $2.3M 1.31% | -$9.4K Sold | 0.0% 20.6K shares | 20.7K → 20.6K −$9.4K | -0.4% | $480.68B Mega Cap | Q4 2013 Held for 12 years | |
Consulting Services Industrials | $2.3M 1.31% | +$120.6K Bought | 0.007% 9.0K shares | 8.6K → 9.0K +$120.6K | +5.48% | $31.6B Large Cap | Q2 2025 Held for 6 months | |
Medical - Devices Healthcare | $2.3M 1.27% | -$328.0K Sold | 0.001% 16.9K shares | 19.4K → 16.9K −$328.0K | -12.65% | $233.12B Mega Cap | Q4 2013 Held for 12 years | |
Electrical Equipment & Parts Industrials | $2.3M 1.27% | +$183.3K Bought | 0.01% 5.3K shares | 4.8K → 5.3K +$183.3K | +8.81% | $22.9B Large Cap | Q2 2020 Held for 5y 6m | |
Financial - Data & Stock Exchanges Financial Services | $2.3M 1.27% | — | 0.002% 4.6K shares | — | — | $148.59B Large Cap | Q4 2013 Held for 12 years | |
Oil & Gas Integrated Energy | $2.2M 1.23% | -$5.7K Sold | 0.001% 14.0K shares | 14.1K → 14.0K −$5.7K | -0.26% | $312.88B Mega Cap | Q4 2013 Held for 12 years | |
Financial - Capital Markets Financial Services | $2.1M 1.19% | — | 0.001% 22.2K shares | — | — | $173.30B Large Cap | Q3 2014 Held for 11y 3m | |
Aerospace & Defense Industrials | $2.1M 1.16% | +$712.9K Bought | 0.001% 6.8K shares | 4.5K → 6.8K +$712.9K | +53.16% | $319.00B Mega Cap | Q4 2013 Held for 12 years | |
Unknown Unknown | $1.9M 1.08% | -$31.3K Sold | — 20.9K shares | 21.3K → 20.9K −$31.3K | -1.6% | — — | Q1 2023 Held for 2y 9m | |
Computer Hardware Technology | $1.8M 1.03% | — | 0.004% 7.7K shares | — | — | $50.3B Large Cap | Q3 2024 Held for 1y 3m | |
Home Improvement Consumer Cyclical | $1.8M 1.01% | +$357.1K Bought | 0.001% 7.2K shares | 5.7K → 7.2K +$357.1K | +24.79% | $140.94B Large Cap | Q3 2020 Held for 5y 3m | |
Restaurants Consumer Cyclical | $1.8M 0.999% | -$422.4K Sold | 0.001% 5.8K shares | 7.2K → 5.8K −$422.4K | -19.22% | $216.86B Mega Cap | Q4 2013 Held for 12 years | |
Drug Manufacturers - Specialty & Generic Healthcare | $1.6M 0.915% | -$16.1K Sold | 0.003% 11.1K shares | 11.2K → 11.1K −$16.1K | -0.98% | $64.8B Large Cap | Q1 2015 Held for 10y 9m | |
Semiconductors Technology | $1.6M 0.911% | -$11.5K Sold | 0.001% 48.2K shares | 48.6K → 48.2K −$11.5K | -0.71% | $159.60B Large Cap | Q4 2013 Held for 12 years | |
Drug Manufacturers - General Healthcare | $1.5M 0.84% | -$428.9K Sold | 0.001% 58.6K shares | 75.4K → 58.6K −$428.9K | -22.33% | $144.87B Large Cap | Q4 2013 Held for 12 years | |
Chemicals - Specialty Basic Materials | $1.4M 0.808% | +$33.7K Bought | 0.004% 18.4K shares | 18.0K → 18.4K +$33.7K | +2.4% | $32.6B Large Cap | Q4 2013 Held for 12 years | |
Aerospace & Defense Industrials | $1.4M 0.786% | — | 0.012% 4.9K shares | — | — | $11.3B Large Cap | Q3 2017 Held for 8y 3m | |
Semiconductors Technology | $1.4M 0.779% | +$391.3K Bought | 0.0% 4.2K shares | 3.0K → 4.2K +$391.3K | +39.4% | $1.56T Mega Cap | Q4 2023 Held for 2 years | |
Engineering & Construction Industrials | $1.3M 0.745% | — | 0.007% 8.8K shares | — | — | $17.9B Large Cap | Q1 2021 Held for 4y 9m | |
Specialty Business Services Industrials | $1.3M 0.723% | -$16.6K Sold | 0.006% 15.5K shares | 15.7K → 15.5K −$16.6K | -1.28% | $20.2B Large Cap | Q4 2024 Held for 1 year | |
Industrial - Machinery Industrials | $1.2M 0.659% | — | 0.002% 8.9K shares | — | — | $73.8B Large Cap | Q4 2013 Held for 12 years | |
Insurance - Diversified Financial Services | $1.1M 0.645% | — | 0.011% 27.0K shares | — | — | $10.6B Large Cap | Q3 2018 Held for 7y 3m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.1M 0.644% | -$482.0K Sold | 0.001% 8.2K shares | 11.6K → 8.2K −$482.0K | -29.62% | $192.27B Large Cap | Q4 2013 Held for 12 years | |
Medical - Instruments & Supplies Healthcare | $1.1M 0.643% | -$25.3K Sold | 0.002% 6.1K shares | 6.2K → 6.1K −$25.3K | -2.16% | $53.6B Large Cap | Q1 2018 Held for 7y 9m | |
Software - Infrastructure Technology | $1.1M 0.634% | — | 0.011% 6.3K shares | — | — | $9.9B Mid Cap | Q3 2024 Held for 1y 3m | |
REIT - Retail Real Estate | $1.1M 0.634% | — | 0.023% 50.5K shares | — | — | $4.9B Mid Cap | Q1 2023 Held for 2y 9m | |
Asset Management Financial Services | $1.1M 0.604% | — | 0.001% 9.9K shares | — | — | $76.8B Large Cap | Q4 2013 Held for 12 years | |
Software - Application Technology | $1.0M 0.571% | +$378.6K Bought | 0.002% 7.1K shares | 4.5K → 7.1K +$378.6K | +59.49% | $49.7B Large Cap | Q2 2025 Held for 6 months |
