Top 50 Pettee Investors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JNJ | Johnson & Johnson | 4.95% | 41.8K | $9.6M | +2.64%(+1.07K) | $64.55(+256.99%) | 2026-03-31 | |
| AAPL | Apple | 4.17% | 29.8K | $8.1M | +1.86%(+546) | $48.96(+510.45%) | 2026-03-31 | |
| MSFT | Microsoft | 3.99% | 19.0K | $7.8M | +1.31%(+246) | $159.07(+154.74%) | 2026-03-31 | |
| URI | United Rentals | 3.45% | 7.0K | $6.7M | +0.40%(+28) | $424.00(+120.58%) | 2026-03-31 | |
| AMZN | Amazon | 2.7% | 19.8K | $5.2M | +0.28%(+56) | $122.92(+119.77%) | 2026-03-31 | |
| STX | Seagate | 2.68% | 7.7K | $5.2M | +0.00%(+0) | $103.22(+691.88%) | 2026-03-31 | |
| INTC | Intel | 2.35% | 48.4K | $4.6M | +0.26%(+125) | $26.48(+354.34%) | 2026-03-31 | |
| IBM | International Business Machine | 1.97% | 16.5K | $3.8M | +0.00%(+0) | $142.92(+50.18%) | 2026-03-31 | |
| WMT | Wal-Mart Stores | 1.91% | 28.1K | $3.7M | +0.00%(+0) | $28.64(+359.10%) | 2026-03-31 | |
| NVDA | Nvidia Corp. | 1.78% | 17.3K | $3.5M | +0.00%(+0) | $74.17(+204.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.56% | +31.51% |
| Top 20 Holdings Unweighted | +9.45% | +31.12% |
Sign up free to track Pettee Investors, Inc., compare funds side by side, and get alerts the moment positions change.