13F HOLDINGS REPORT

Pettee Investors, Inc.

Quarter ended Q2 2025 · Filed August 1, 2025 · Accession 0001596901-25-000003

Total Value

$167.2M

Positions

109

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (109)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	JPMorgan Chase	VYLD	45,596	$13.2M	7.91%
2	Microsoft	MSFT	17,148	$8.5M	5.10%
3	Johnson & Johnson	JNJ	50,029	$7.6M	4.57%
4	Hoya Capital Housing	26922a230	153,817	$6.7M	4.00%
5	Apple	AAPL	29,367	$6.0M	3.60%
6	United Rentals	URI	6,132	$4.6M	2.76%
7	International Business Machine	INTR	14,819	$4.4M	2.61%
8	Abbvie	ABBV	21,575	$4.0M	2.40%
9	Amazon	AMZN	16,785	$3.7M	2.20%
10	Alphabet Class C	GOOG	20,290	$3.6M	2.15%
11	Procter & Gamble	742718109	20,264	$3.2M	1.93%
12	Wal-Mart Stores	WMT	32,885	$3.2M	1.92%
13	American Express	AXP	9,213	$2.9M	1.76%
14	Kroger	KR	40,947	$2.9M	1.76%
15	Waste Management	94106L109	12,703	$2.9M	1.74%
16	D R Horton	23331A109	21,455	$2.8M	1.65%
17	Abbott Laboratories	ABLZF	19,358	$2.6M	1.57%
18	Disney	254687106	20,876	$2.6M	1.55%
19	Home Depot	HD	6,942	$2.5M	1.52%
20	S&P Global	SPGI	4,629	$2.4M	1.46%
21	Labcorp Holdings	LH	8,780	$2.3M	1.38%
22	Exxon Mobil	XOM	20,723	$2.2M	1.34%
23	Equifax	EFX	8,572	$2.2M	1.33%
24	McDonald's Corp.	MCD	7,231	$2.1M	1.26%
25	Nestle ADR	641069406	21,266	$2.1M	1.26%
26	Schwab, Charles	SCHW-PJ	22,157	$2.0M	1.21%
27	Chevron	CVX	14,082	$2.0M	1.21%
28	Hubbell	HUBB	4,835	$2.0M	1.18%
29	Goldman Sachs	GSCE	2,733	$1.9M	1.16%
30	Pfizer	PFE	75,398	$1.8M	1.09%
31	Nvidia Corp.	NVDA	11,486	$1.8M	1.09%
32	Zoetis	ZTS	11,220	$1.7M	1.05%
33	Newmont Mining Corp.	NEMCL	27,947	$1.6M	0.97%
34	PepsiCo	PEP	11,587	$1.5M	0.91%
35	Teledyne Technologies	TDY	2,961	$1.5M	0.91%
36	Bristol-Myers Squibb	CELG-RI	30,414	$1.4M	0.84%
37	Clorox	CLX	10,917	$1.3M	0.78%
38	Lowes	548661107	5,731	$1.3M	0.76%
39	Global Payment	GPN	15,672	$1.3M	0.75%
40	Du Pont (E.I) de Nemours	DD	18,005	$1.2M	0.74%
41	Emerson Electric	EMR	8,923	$1.2M	0.71%
42	Huntington Ingalls Ind.	446413106	4,852	$1.2M	0.70%
43	Amgen	AMGN	4,166	$1.2M	0.70%
44	Jacobs Solutions	J	8,835	$1.2M	0.69%
45	GE Aerospace	369604301	4,458	$1.1M	0.69%
46	Kite Realty Group	KRG	50,510	$1.1M	0.68%
47	Icon PLC	ICLR	7,701	$1.1M	0.67%
48	Seagate	SE	7,725	$1.1M	0.67%
49	Intel	INTC	48,582	$1.1M	0.65%
50	Becton Dickinson	BDX	6,237	$1.1M	0.64%
51	Old Republic	680223104	27,000	$1.0M	0.62%
52	Union Pacific	UNP	4,494	$1.0M	0.62%
53	Dover Corp.	DOV	5,598	$1.0M	0.61%
54	WIX.com	WIX	6,345	$1.0M	0.60%
55	United Health Group	UNH	3,194	$996,432	0.60%
56	Lear Corp.	LEA	10,442	$991,781	0.59%
57	Bank of New York Mellon	064058100	9,852	$897,616	0.54%
58	Cisco Systems	CSCO	12,793	$887,578	0.53%
59	McCormick	MKC-V	11,386	$863,287	0.52%
60	Humana	HUM	3,460	$845,901	0.51%
61	Eli Lilly	LLY	1,066	$830,979	0.50%
62	Broadcom, Inc.	AVGO	3,010	$829,707	0.50%
63	Dolby Class A	DLB	11,090	$823,543	0.49%
64	Hoya Capital High Dividend Yie	26922b840	75,133	$713,012	0.43%
65	Merck	MRK	8,770	$694,233	0.42%
66	Ameriprise Financial	03076C106	1,200	$640,476	0.38%
67	CVS/Caremark	CVS	8,890	$613,232	0.37%
68	Wyndham Hotels & Resorts	WH	7,408	$601,604	0.36%
69	Datadog	DDOG	4,470	$600,455	0.36%
70	GE Vernova	GEV	1,119	$592,119	0.35%
71	3M	MMM	3,846	$585,515	0.35%
72	Corteva	CTVA	7,769	$579,024	0.35%
73	LPL Financial Holdings	50212V100	1,490	$558,705	0.33%
74	Westlake Chemical Corp.	WLK	6,711	$509,566	0.30%
75	Salesforce	CRM	1,734	$472,844	0.28%
76	Moody's Corp.	MCO	924	$463,469	0.28%
77	Apollo Global Mgmt. LLC	037612306	3,250	$461,078	0.28%
78	Akamai Technologies	AKAM	5,675	$452,638	0.27%
79	Capital One Financial	14040H105	2,055	$437,222	0.26%
80	Applied Materials	038222105	2,250	$411,908	0.25%
81	United Parcel Service 'B'	UPS	4,020	$405,779	0.24%
82	FedEx	FDX	1,779	$404,384	0.24%
83	Zimmer Biomet	ZBH	4,337	$395,578	0.24%
84	Huntington Bancshares	HBANP	22,427	$375,877	0.22%
85	Yum! Brands	YUM	2,522	$373,710	0.22%
86	Nasdaq	NDAQ	4,050	$362,151	0.22%
87	Bank America	060505104	7,321	$346,430	0.21%
88	Paychex	PAYX	2,375	$345,468	0.21%
89	Digital Realty Trust	253868103	1,900	$331,227	0.20%
90	Cigna	CI	971	$320,993	0.19%
91	Boeing	BA-PA	1,500	$314,295	0.19%
92	Packaging Corp.	695156109	1,635	$308,116	0.18%
93	Blackstone Group	BX	2,034	$304,246	0.18%
94	Caterpillar	CAT	783	$303,968	0.18%
95	Verizon Communications	VZ	6,906	$298,823	0.18%
96	Anheuser-Busch	BUDFF	4,188	$287,799	0.17%
97	First American Financial	FAF	4,275	$262,442	0.16%
98	RTX	RTX	1,760	$256,995	0.15%
99	Alphabet Class A	GOOG	1,368	$241,083	0.14%
100	Target	TGT	2,437	$240,410	0.14%
101	Deere	DE	442	$224,753	0.13%
102	Verisign	VRSN	765	$220,932	0.13%
103	Mid America Apartment Communit	59522J103	1,490	$220,535	0.13%
104	Oracle	ORCL-PD	1,000	$218,630	0.13%
105	Mondelez	609207105	3,198	$215,673	0.13%
106	Ishares Russell Midcap Index	464287499	2,184	$200,862	0.12%
107	Match Group	MTCH	6,496	$200,661	0.12%
108	Apple Hospitality	APLE	17,000	$198,390	0.12%
109	Aecon Group	AEGXF	10,000	$149,820	0.09%