Pettee Investors, Inc. Portfolio Holdings by Sector
Pettee Investors, Inc.
- $162 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV PFE BMY AMGN LLY MRK 7 stocks |
$17,566
10.87% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$13,564
8.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT WIX AKAM VRSN ORCL 5 stocks |
$10,487
6.49% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
HOMZ RIET IWR 3 stocks |
$7,597
4.7% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,025
3.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$4,619
2.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX 2 stocks |
$4,538
2.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS LPLA 3 stocks |
$4,513
2.79% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$4,368
2.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$4,249
2.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$3,840
2.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$3,816
2.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA INTC AVGO 3 stocks |
$3,731
2.31% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3,682
2.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT TGT 2 stocks |
$3,455
2.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
LH ICLR 2 stocks |
$3,424
2.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP COF 2 stocks |
$3,375
2.09% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR GE DOV 3 stocks |
$3,361
2.08% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO NDAQ 3 stocks |
$3,265
2.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT ZBH 2 stocks |
$3,027
1.87% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
NSRGY MKC 2 stocks |
$2,975
1.84% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$2,937
1.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$2,906
1.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$2,765
1.71% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$2,588
1.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM 2 stocks |
$2,485
1.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH HUM CVS 3 stocks |
$2,454
1.52% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$2,223
1.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN DLB 2 stocks |
$2,077
1.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$1,974
1.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$1,749
1.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD WLK 2 stocks |
$1,743
1.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HII BA RTX 3 stocks |
$1,741
1.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$1,628
1.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK AMP 2 stocks |
$1,537
0.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1,529
0.95% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
KRG 1 stocks |
$1,144
0.71% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX 1 stocks |
$1,114
0.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$1,074
0.66% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
DDOG CRM 2 stocks |
$1,072
0.66% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
ORI 1 stocks |
$1,037
0.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1,033
0.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
LEA 1 stocks |
$991
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX 2 stocks |
$809
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
WH 1 stocks |
$601
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$585
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$579
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$527
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$411
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HBAN 1 stocks |
$375
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$345
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR 1 stocks |
$331
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG 1 stocks |
$308
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$298
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$287
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FAF 1 stocks |
$262
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA 1 stocks |
$220
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$215
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
APLE 1 stocks |
$198
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|