§ 13F · FUND PROFILE
Pettee Investors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $182M (13F)Positions · 108Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase | 45K | $14M | 7.3% | +4% |
| 2 | JNJ | Johnson & Johnson | 42K | $10M | 5.0% | +3% |
| 3 | GOOGL | Alphabet Class C | 21K | $8M | 4.2% | +2% |
| 4 | AAPL | Apple | 30K | $8M | 4.2% | +2% |
| 5 | MSFT | Microsoft | 19K | $8M | 4.0% | +1% |
| 6 | — | Hoya Capital Housing | 154K | $7M | 3.6% | ±0% |
| 7 | URI | United Rentals | 7K | $7M | 3.5% | ±0% |
| 8 | AMZN | Amazon | 20K | $5M | 2.7% | ±0% |
| 9 | STX | Seagate | 8K | $5M | 2.7% | ±0% |
| 10 | INTC | Intel | 48K | $5M | 2.4% | ±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 $182 million in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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