Pettee Investors, Inc. Portfolio Holdings
Pettee Investors, Inc.
- $200 Million
- Q2 2024
Pettee Investors, Inc. has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $200 Million distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $12.5M, Johnson & Johnson with a value of $8.44M, Apple Inc. with a value of $7.75M, Microsoft Corp with a value of $7.72M, and ETF Ser Solutions Hoya Cap Hsg with a value of $6.86M.
Examining the 13F form we can see an decrease of $29.3M in the current position value, from $229M to 200M.
Below you can find more details about Pettee Investors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$200 Million
Technology: $39.5 Million
Healthcare: $35.5 Million
Financial Services: $29.4 Million
Industrials: $26.1 Million
Consumer Defensive: $19.1 Million
Consumer Cyclical: $16.2 Million
Basic Materials: $8.4 Million
ETFs: $7.62 Million
Other: $17.8 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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