The Analysis of Pettee Investors, Inc.'s Holdings
Currently, Pettee Investors, Inc. holds 111 types of securities in its portfolio with a total value $178.3M. In the most recent quarter, they have increased their positions in N/A (+9.1K shares, valued at $741.9K), URI (+800 shares, valued at $647.5K), SCI (+6.4K shares, valued at $499.0K); decreased their positions in NEM (-23.3K shares, valued at $2.3M), KR (-32.1K shares, valued at $2.0M), BDX (-4.2K shares, valued at $824.2K); initiated new positions in N/A (+9.1K shares, valued at $741.9K), SCI (+6.4K shares, valued at $499.0K), CALM (+3.4K shares, valued at $272.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT Microsoft18.8K shares4.19%2025-12-312026-02-02
JNJ Johnson & Johnson40.8K shares0.00%2025-12-312026-02-02 AAPL Apple29.3K shares-0.22%2025-12-312026-02-02 URI United Rentals7.0K shares12.99%2025-12-312026-02-02 IBM International Business Machine16.5K shares-2.40%2025-12-312026-02-02 AMZN Amazon19.7K shares0.51%2025-12-312026-02-02 AXP American Express9.1K shares0.27%2025-12-312026-02-02 GS Goldman Sachs3.7K shares0.00%2025-12-312026-02-02 NVDA Nvidia Corp.17.3K shares-1.75%2025-12-312026-02-02 WMT Wal-Mart Stores28.1K shares-4.94%2025-12-312026-02-02 DHI D R Horton21.5K shares0.00%2025-12-312026-02-02 ABBV Abbvie12.4K shares-11.61%2025-12-312026-02-02 XOM Exxon Mobil21.1K shares2.05%2025-12-312026-02-02 SPGI S&P Global4.6K shares0.00%2025-12-312026-02-02 WM Waste Management10.9K shares0.00%2025-12-312026-02-02 HD Home Depot6.9K shares0.00%2025-12-312026-02-02 Hubbell Hubbell5.2K shares-0.38%2025-12-312026-02-02 DIS Disney20.4K shares-2.16%2025-12-312026-02-02 SCHW Schwab, Charles21.8K shares-1.58%2025-12-312026-02-02 GE Aerospace GE Aerospace7.0K shares3.08%2025-12-312026-02-02 PG Procter & Gamble15.0K shares-5.87%2025-12-312026-02-02 CVX Chevron14.1K shares0.12%2025-12-312026-02-02 Seagate Seagate7.7K shares0.00%2025-12-312026-02-02 Nestle ADR Nestle ADR20.8K shares-0.79%2025-12-312026-02-02 ABT Abbott Laboratories15.7K shares-6.99%2025-12-312026-02-02 LOW Lowes7.5K shares5.31%2025-12-312026-02-02 INTC Intel48.2K shares0.00%2025-12-312026-02-02 MCD McDonald's Corp.5.5K shares-6.08%2025-12-312026-02-02 HII Huntington Ingalls Ind.4.9K shares0.00%2025-12-312026-02-02 EFX Equifax7.2K shares-20.90%2025-12-312026-02-02 EMR Emerson Electric11.4K shares27.42%2025-12-312026-02-02 PFE Pfizer58.6K shares0.00%2025-12-312026-02-02 Zoetis Zoetis11.1K shares0.00%2025-12-312026-02-02 ORI Old Republic27.0K shares0.00%2025-12-312026-02-02 PEP PepsiCo8.2K shares1.12%2025-12-312026-02-02 RTX RTX6.3K shares5.25%2025-12-312026-02-02 LLY Eli Lilly1.1K shares0.00%2025-12-312026-02-02 BK Bank of New York Mellon9.9K shares0.00%2025-12-312026-02-02 J Jacobs Solutions8.6K shares-2.43%2025-12-312026-02-02 LEA Lear Corp.9.9K shares0.00%2025-12-312026-02-02 DOV Dover Corp.5.2K shares-3.10%2025-12-312026-02-02 AMGN Amgen3.0K shares-0.99%2025-12-312026-02-02 AMAT Applied Materials3.8K shares-8.34%2025-12-312026-02-02 DDOG Datadog7.1K shares0.00%2025-12-312026-02-02 Merck Merck8.9K shares1.80%2025-12-312026-02-02 HUM Humana3.5K shares0.00%2025-12-312026-02-02 UNP Union Pacific3.8K shares-2.87%2025-12-312026-02-02 MKC McCormick11.4K shares0.00%2025-12-312026-02-02 UNH United Health Group2.3K shares-22.46%2025-12-312026-02-02 Qnity Qnity9.1K sharesnew addition2025-12-312026-02-02 GE Vernova GE Vernova1.1K shares0.00%2025-12-312026-02-02 DLB Dolby Class A11.1K shares0.00%2025-12-312026-02-02 CEG Constellation Energy1.9K shares0.00%2025-12-312026-02-02 NEE Nextera Energy8.5K shares0.00%2025-12-312026-02-02 INTU Intuit1.0K shares0.00%2025-12-312026-02-02 WIX.com WIX.com6.3K shares0.00%2025-12-312026-02-02 CVS CVS/Caremark7.9K shares-4.25%2025-12-312026-02-02 3M 3M3.8K shares0.00%2025-12-312026-02-02 BMY Bristol-Myers Squibb11.2K shares0.00%2025-12-312026-02-02 AMP Ameriprise Financial1.2K shares0.00%2025-12-312026-02-02 CLX Clorox5.7K shares-30.54%2025-12-312026-02-02 KR Kroger8.8K shares-78.41%2025-12-312026-02-02 LPLA LPL Financial Holdings1.5K shares0.00%2025-12-312026-02-02 Corteva Corteva7.8K shares0.00%2025-12-312026-02-02 SCI Service Corp. Int'l.6.4K sharesnew addition2025-12-312026-02-02 COF Capital One Financial2.1K shares0.00%2025-12-312026-02-02 WLK Westlake Chemical Corp.6.7K shares0.00%2025-12-312026-02-02 AKAM Akamai Technologies5.7K shares0.00%2025-12-312026-02-02 MCO Moody's Corp.924 shares0.00%2025-12-312026-02-02 APO Apollo Global Mgmt. LLC3.3K shares0.00%2025-12-312026-02-02 NEM Newmont Mining Corp.4.7K shares-83.34%2025-12-312026-02-02 CAT Caterpillar783 shares0.00%2025-12-312026-02-02 PWR Quanta Services1.1K shares7.11%2025-12-312026-02-02 Oracle Oracle2.3K shares-33.93%2025-12-312026-02-02 FedEx FedEx1.5K shares-6.22%2025-12-312026-02-02 NDAQ Nasdaq4.0K shares0.00%2025-12-312026-02-02 YUM Yum! Brands2.5K shares0.00%2025-12-312026-02-02 BAC Bank America6.8K shares0.00%2025-12-312026-02-02 Salesforce Salesforce1.4K shares-10.26%2025-12-312026-02-02 BDX Becton Dickinson1.9K shares-69.60%2025-12-312026-02-02 PKG Packaging Corp.1.6K shares0.00%2025-12-312026-02-02 BA Boeing1.5K shares0.00%2025-12-312026-02-02 HBAN Huntington Bancshares17.1K shares-10.50%2025-12-312026-02-02 DLR Digital Realty Trust1.9K shares0.00%2025-12-312026-02-02 IWR Ishares Russell Midcap Index2.9K shares32.78%2025-12-312026-02-02 CALM Cal-Maine Foods3.4K sharesnew addition2025-12-312026-02-02 CI Cigna971 shares0.00%2025-12-312026-02-02 PAYX Paychex2.4K shares0.00%2025-12-312026-02-02 Aecon Group Aecon Group10.0K shares0.00%2025-12-312026-02-02 ICLR Icon PLC1.2K shares0.00%2025-12-312026-02-02 KO Coca-Cola3.1K sharesnew addition2025-12-312026-02-02 Match Group Match Group6.5K shares0.00%2025-12-312026-02-02 CTSH Cognizant Technology Solutions2.5K sharesnew addition2025-12-312026-02-02 MAA Mid America Apartment Communit1.5K shares0.00%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available