§ 13F · FUND PROFILE
Pettee Investors, Inc..
AUM · $203M (13F)Positions · 115Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$901K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase | 45K | $15M | 7.3% | ±0% |
| 2 | JNJ | Johnson & Johnson | 42K | $11M | 5.2% | ±0% |
| 3 | AAPL | Apple | 30K | $9M | 4.2% | ±0% |
| 4 | URI | United Rentals | 7K | $8M | 3.9% | ±0% |
| 5 | GOOGL | Alphabet Class C | 21K | $8M | 3.7% | ±0% |
| 6 | STX | Seagate | 8K | $7M | 3.7% | ±0% |
| 7 | — | Hoya Capital Housing | 154K | $7M | 3.6% | ±0% |
| 8 | MSFT | Microsoft | 19K | $7M | 3.5% | ±0% |
| 9 | INTC | Intel | 40K | $6M | 2.7% | −18% |
| 10 | AMZN | Amazon | 22K | $5M | 2.6% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETTEE SIGNAL
AC read
Pettee Investors, Inc. is a Other fund managing $203 million in assets. The fund runs a portfolio of 115 positions.
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