§ 13F · FUND PROFILE
Pettee Investors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $167.2T (13F)Positions · 109Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase | 43K | $14.0T | 7.8% | ±0% |
| 2 | MSFT | Microsoft | 19K | $9.1T | 5.1% | +4% |
| 3 | JNJ | Johnson & Johnson | 41K | $8.4T | 4.7% | ±0% |
| 4 | AAPL | Apple | 29K | $8.0T | 4.5% | ±0% |
| 5 | — | Hoya Capital Housing | 154K | $7.0T | 3.9% | ±0% |
| 6 | GOOGL | Alphabet Class C | 21K | $6.6T | 3.7% | −1% |
| 7 | URI | United Rentals | 7K | $5.6T | 3.2% | +13% |
| 8 | IBM | International Business Machine | 17K | $4.9T | 2.7% | −2% |
| 9 | AMZN | Amazon | 20K | $4.6T | 2.6% | +1% |
| 10 | AXP | American Express | 9K | $3.4T | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETTEE SIGNAL
AC read
Pettee Investors, Inc. is a Other fund managing $167211.7 trillion in assets. The fund runs a portfolio of 109 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed