StockDriftsStockDriftsTop 50 Pettee Investors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JNJ | Johnson & Johnson | 5.2% | 41.6K | $10.6M | -0.49%(-205) | $64.55(+306.93%) | 2026-06-30 | |
| AAPL | Apple | 4.23% | 29.7K | $8.6M | -0.36%(-106) | $48.96(+526.38%) | 2026-06-30 | |
| URI | United Rentals | 3.89% | 7.0K | $7.9M | +0.00%(+0) | $424.00(+173.52%) | 2026-06-30 | |
| STX | Seagate | 3.65% | 7.7K | $7.4M | -0.39%(-30) | $103.22(+689.20%) | 2026-06-30 | |
| MSFT | Microsoft | 3.48% | 19.0K | $7.1M | -0.26%(-50) | $159.07(+216.07%) | 2026-06-30 | |
| INTC | Intel | 2.73% | 39.8K | $5.6M | -17.72%(-8.57K) | $26.48(+267.24%) | 2026-06-30 | |
| AMZN | Amazon | 2.55% | 21.8K | $5.2M | +10.05%(+1.99K) | $131.75(+108.70%) | 2026-06-30 | |
| IBM | International Business Machine | 2.29% | 16.5K | $4.7M | +0.11%(+19) | $143.06(+65.17%) | 2026-06-30 | |
| GS | Goldman Sachs | 1.86% | 3.7K | $3.8M | +0.00%(+0) | $483.40(+114.61%) | 2026-06-30 | |
| DHI | D R Horton | 1.71% | 21.3K | $3.5M | -0.58%(-125) | $80.71(+84.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.72% | +63.12% | +10.43% | +64.26% |
| Top 20 Holdings Unweighted | +17.74% | +63.24% | +10.94% | +68.07% |
Pettee Investors, Inc. reports $203.22M in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are JNJ (5.2%), AAPL (4.2%) and URI (3.9%). The top 20 holdings account for 45.71% of reported assets. Its disclosed equity book has returned +63.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pettee Investors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1596901). View Pettee Investors, Inc.’s 13F filings on SEC