Pettee Investors, Inc.

CIK

1596901

Location

ROWAYTON, CT

Portfolio Value

Small $155,939,819

Diversification

Diversified

Filing Date

Global Rank

#4,763 / 8,605 ▲ 151 · as of Mar 2026

Top Industry

Drug Manufacturers - General 11.8%

3Y Alpha vs SPY

-4.8%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.9%

SPY

+75.5%

Annualised alpha

-4.9%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

100 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.5%

−0.5 pts

Top 5

27.7%

−1.3 pts

Top 10

39.6%

−1.9 pts

HHI

263

Diversified−13

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.4%	$33,395,152	17
Financial Services	18.4%	$28,729,214	16
Industrials	16.3%	$25,456,887	18
Healthcare	15.1%	$23,584,598	14
Consumer Cyclical	10.4%	$16,196,118	10
Consumer Defensive	6.1%	$9,505,451	8
Energy	5.2%	$8,120,930	4
Basic Materials	2.8%	$4,417,480	4
Communication Services	2.1%	$3,260,718	3
Real Estate	1.1%	$1,778,089	3
Utilities	1.0%	$1,495,182	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
SCI	Service Corp International	+3,600	10,000	$825,100
EMR	Emerson Electric Co	+1,810	13,180	$1,726,843
JPM	Jpmorgan Chase & Co	+1,728	45,108	$13,268,969
XOM	ExxonMobil Holdings Corp	+1,104	22,168	$3,761,022
JNJ	Johnson & Johnson	+1,074	41,824	$10,223,458
PEP	Pepsico Inc	+1,029	9,275	$1,440,314
SPGI	S&P Global Inc.	+796	5,425	$2,183,036
CVX	Chevron Corp	+744	14,806	$3,063,361
BMY	Bristol Myers Squibb Co	+730	11,954	$725,010
PG	PROCTER & GAMBLE Co	+659	15,673	$2,263,808
MRK	Merck & Co., Inc.	+592	9,465	$1,138,544
AAPL	Apple Inc.	+546	29,848	$7,575,123
EFX	Equifax Inc	+359	7,511	$1,352,505
DOV	DOVER Corp	+350	5,508	$1,148,142
GE	General Electric Co	+323	7,361	$2,088,830
MSFT	Microsoft Corp	+246	19,012	$7,037,672
INTC	Intel Corp	+125	48,364	$2,134,303
GEV	GE Vernova Inc.	+80	1,199	$1,046,607
AMZN	Amazon Com Inc	+56	19,779	$4,119,372
URI	United Rentals, Inc.	+28	6,986	$5,089,720
GS	Goldman Sachs Group Inc	+12	3,735	$3,159,772
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−2,100	4,721	$230,148
UNP	Union Pacific Corp	−813	3,005	$729,073
PFE	Pfizer Inc	−606	57,959	$1,627,488
NEM	NEWMONT Corp /DE/	−500	4,155	$449,778
CEG	Constellation Energy Corp	−160	1,786	$498,740
ZTS	Zoetis Inc.	−150	10,960	$1,295,581
FDX	Fedex Corp	−150	1,359	$390,047
CRM	Salesforce, Inc.	−129	1,253	$233,897
PAYX	Paychex Inc	−100	2,275	$209,573
UNH	Unitedhealth Group Inc	−87	2,168	$586,639
BDX	Becton Dickinson & Co	−50	1,805	$283,800
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
NFG	National Fuel Gas Co	11,370	$1,068,325
CRDO	Credo Technology Group Holding Ltd	2,545	$238,899
SLB	Slb Limited/Nv	4,441	$228,222
EVRG	Evergy, Inc.	2,523	$206,684
TRV	Travelers Companies, Inc.	680	$198,342
WAT	Waters Corp /De/	649	$193,272
VRSN	Verisign Inc/Ca	765	$189,995
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
AKAM	Akamai Technologies Inc	5,675	$495,143
ICLR	Icon PLC	1,200	$218,664
CTSH	Cognizant Technology Solutions Corp	2,500	$207,500
MAA	Mid America Apartment Communities Inc.	1,490	$206,975
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

100 positions · $155,939,819 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 100 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Added	45,108	+1,728	$13,268,969	−5.1%	8.51%
JNJ	Johnson & Johnson Healthcare	Added	41,824	+1,074	$10,223,458	+21.2%	6.56%
AAPL	Apple Inc. Technology	Added	29,848	+546	$7,575,123	−4.9%	4.86%
MSFT	Microsoft Corp Technology	Added	19,012	+246	$7,037,672	−22.5%	4.51%
URI	United Rentals, Inc. Industrials	Added	6,986	+28	$5,089,720	−9.6%	3.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,779	+56	$4,119,372	−9.5%	2.64%
IBM	International Business Machines Corp Technology	Held	16,526	0	$4,005,737	−18.2%	2.57%
XOM	ExxonMobil Holdings Corp Energy	Added	22,168	+1,104	$3,761,022	+48.4%	2.41%
WMT	Walmart Inc. Consumer Defensive	Held	28,087	0	$3,490,652	+11.6%	2.24%
GS	Goldman Sachs Group Inc Financial Services	Added	3,735	+12	$3,159,772	−3.4%	2.03%
CVX	Chevron Corp Energy	Added	14,806	+744	$3,063,361	+42.9%	1.96%
STX	Seagate Technology Holdings plc Technology	Held	7,725	0	$3,026,346	+42.3%	1.94%
NVDA	Nvidia Corp Technology	Held	17,310	0	$3,018,864	−6.5%	1.94%
DHI	Horton D R Inc /De/ Consumer Cyclical	Held	21,455	0	$2,944,055	−4.7%	1.89%
AXP	American Express Co Financial Services	Held	9,143	0	$2,765,574	−18.2%	1.77%
ABBV	AbbVie Inc. Healthcare	Held	12,370	0	$2,690,351	−4.8%	1.73%
HUBB	Hubbell Inc Industrials	Held	5,241	0	$2,571,968	+10.5%	1.65%
DD	DuPont de Nemours, Inc. Basic Materials	Held	18,438	0	$2,533,381	+13.9%	1.62%
WM	Waste Management Inc Industrials	Held	10,923	0	$2,509,996	+4.6%	1.61%
HD	Home Depot, Inc. Consumer Cyclical	Held	6,942	0	$2,283,154	−4.4%	1.46%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	15,673	+659	$2,263,808	+5.2%	1.45%
SPGI	S&P Global Inc. Financial Services	Added	5,425	+796	$2,183,036	−4.6%	1.40%
INTC	Intel Corp Technology	Added	48,364	+125	$2,134,303	+19.9%	1.37%
GE	General Electric Co Industrials	Added	7,361	+323	$2,088,830	−3.6%	1.34%
SCHW	Schwab Charles Corp Financial Services	Held	21,807	0	$2,049,421	−5.9%	1.31%
DIS	Walt Disney Co Communication Services	Held	20,386	0	$1,964,802	−15.3%	1.26%
HII	Huntington Ingalls Industries, Inc. Industrials	Held	4,852	0	$1,843,274	+11.7%	1.18%
LOW	Lowes Companies Inc Consumer Cyclical	Held	7,532	0	$1,779,660	−2.0%	1.14%
EMR	Emerson Electric Co Industrials	Added	13,180	+1,810	$1,726,843	+14.4%	1.11%
MCD	Mcdonalds Corp Consumer Cyclical	Held	5,486	0	$1,704,993	+1.7%	1.09%
PFE	Pfizer Inc Healthcare	Reduced	57,959	-606	$1,627,488	+11.6%	1.04%
ABT	Abbott Laboratories Healthcare	Held	15,727	0	$1,614,691	−18.1%	1.04%
PEP	Pepsico Inc Consumer Defensive	Added	9,275	+1,029	$1,440,314	+21.7%	0.92%
EFX	Equifax Inc Industrials	Added	7,511	+359	$1,352,505	−12.8%	0.87%
AMAT	Applied Materials Inc /De Technology	Held	3,791	0	$1,295,725	+33.0%	0.83%
ZTS	Zoetis Inc. Healthcare	Reduced	10,960	-150	$1,295,581	−7.3%	0.83%
KRG	Kite Realty Group Trust Real Estate	Held	50,510	0	$1,240,020	+2.4%	0.80%
RTX	RTX Corp Industrials	Held	6,250	0	$1,205,625	+5.2%	0.77%
AVGO	Broadcom Inc. Technology	Held	3,877	0	$1,199,970	−10.6%	0.77%
LEA	Lear Corp Consumer Cyclical	Held	9,902	0	$1,198,934	+5.7%	0.77%
BNY	Bank of New York Mellon Corp Financial Services	Held	9,852	0	$1,168,742	+2.2%	0.75%
DOV	DOVER Corp Industrials	Added	5,508	+350	$1,148,142	+14.0%	0.74%
MRK	Merck & Co., Inc. Healthcare	Added	9,465	+592	$1,138,544	+21.9%	0.73%
J	Jacobs Solutions Inc. Industrials	Held	8,620	0	$1,097,153	−3.9%	0.70%
ORI	Old Republic International Corp Financial Services	Held	27,000	0	$1,077,300	−12.6%	0.69%
NFG	National Fuel Gas Co Energy	NEW	11,370	NEW	$1,068,325	NEW	0.69%
AMGN	Amgen Inc Healthcare	Held	3,011	0	$1,059,420	+7.5%	0.68%
Q	Qnity Electronics, Inc. Technology	Held	9,086	0	$1,048,342	+41.3%	0.67%
GEV	GE Vernova Inc. Industrials	Added	1,199	+80	$1,046,607	+43.1%	0.67%
LLY	ELI LILLY & Co Healthcare	Held	1,066	0	$980,474	−14.4%	0.63%