Pettee Investors, Inc. Portfolio Holdings
Pettee Investors, Inc.
- $200 Million
- Q3 2024
Pettee Investors, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $200 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $13M, Johnson & Johnson with a value of $9.36M, Apple Inc. with a value of $8.56M, ETF Ser Solutions Hoya Cap Hsg with a value of $8.16M, and Microsoft Corp with a value of $8.14M.
Examining the 13F form we can see an increase of $523K in the current position value, from $200M to 200M.
Below you can find more details about Pettee Investors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$200 Million
Healthcare: $36.9 Million
Financial Services: $31.7 Million
Industrials: $29 Million
Technology: $27.8 Million
Consumer Defensive: $20 Million
Consumer Cyclical: $18.5 Million
Basic Materials: $9.12 Million
ETFs: $9.01 Million
Other: $18.1 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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