Pettee Investors, Inc.
•CIK: 1596901•Filing: Q4 2025
**Pettee Investors, Inc.** manages $178M across a diverse portfolio of 111 positions. The fund maintains significant exposure to large-cap technology and financial sectors, with top holdings including JPM ($14.0M) and MSFT ($9.1M). Notable allocations also feature JNJ ($8.4M), AAPL ($8.0M), and GOOGL ($6.6M). This concentration suggests a focus on established market leaders across defensive and growth sectors.
Total AUM
$178.3M
QoQ Performance
-1.9%
Positions
111
Top 10 Concentration
40.1%
Latest Filing
Q4 2025
Top Holdings Allocation
JPMo
MSFT
JPMorgan7.8%
MSFT5.1%
JNJ4.7%
AAPL4.5%
Hoya3.9%
GOOGL3.7%
URI3.2%
IBM2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.1%
Technology20.9%
Healthcare11.6%
Consumer7.6%
Financial5.4%
Industrial2.1%
Energy1.4%
Communication1.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑17 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023