Pettee Investors, Inc. Portfolio Holdings
Pettee Investors, Inc.
- $162 Million
- Q2 2025
Pettee Investors, Inc. has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $162 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $13.2M, Microsoft Corp with a value of $8.53M, Johnson & Johnson with a value of $7.64M, ETF Ser Solutions Hoya Cap Hsg with a value of $6.68M, and Apple Inc. with a value of $6.03M.
Examining the 13F form we can see an decrease of $1.78M in the current position value, from $164M to 162M.
Below you can find more details about Pettee Investors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$162 Million
Healthcare: $29.3 Million
Financial Services: $27.9 Million
Technology: $27.2 Million
Industrials: $22.2 Million
Consumer Defensive: $15.9 Million
Consumer Cyclical: $14.6 Million
ETFs: $7.6 Million
Communication Services: $6.73 Million
Other: $10.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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