Pettee Investors, Inc.
Filing Date
Global Rank
#4,441
/ 8,232
▲ 252
Top Industry
Drug Manufacturers - General
11.9%
3Y Alpha vs SPY
-5.5%
Period ended 2 months ago
Filed May 4, 2026 · 41d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+53.3%
SPY
+76.3%
Annualised alpha
-5.5%
Max drawdown
−16.5%
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, 2025Top Position
8.6%
−0.5 pts
Top 5
28.0%
−1.3 pts
Top 10
40.0%
−1.9 pts
HHI
266
Diversified−13
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 21.6% | $33,395,152 |
| Financial Services | 18.7% | $28,853,647 |
| Industrials | 16.5% | $25,550,888 |
| Healthcare | 15.3% | $23,584,598 |
| Consumer Cyclical | 10.5% | $16,196,118 |
| Consumer Defensive | 6.2% | $9,505,451 |
| Energy | 5.3% | $8,120,930 |
| Communication Services | 2.1% | $3,260,718 |
| Basic Materials | 1.8% | $2,728,559 |
| Real Estate | 1.2% | $1,778,089 |
| Utilities | 1.0% | $1,495,182 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Exxon Mobil 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 | $2,307,469 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | |
| FDX | Fedex Corp | −150 | 1,359 | $484,048 | |
| ZTS | Zoetis Inc. | −150 | 10,960 | $1,295,581 | |
| 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 | Open |
|---|---|---|---|---|
| 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
4 positions ·
$2,728,559 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
Held | 18,438 | $844,460 | 30.95% | |
| WLK |
Westlake Corp
Basic Materials
|
Held | 6,711 | $783,979 | 28.73% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Held | 7,769 | $650,342 | 23.83% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Reduced | 4,155 | $449,778 | 16.48% |