13F HOLDINGS REPORT

Pettee Investors, Inc.

Quarter ended Q3 2025 · Filed November 4, 2025 · Accession 0001596901-25-000005

Total Value

$181.7M

Positions

108

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (108)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	JPMorgan Chase	VYLD	43,381	$13.7M	7.53%
2	Microsoft	MSFT	18,012	$9.3M	5.13%
3	Johnson & Johnson	JNJ	40,750	$7.6M	4.16%
4	Apple	AAPL	29,367	$7.5M	4.12%
5	Hoya Capital Housing	26922a230	153,817	$7.2M	3.98%
6	United Rentals	URI	6,158	$5.9M	3.24%
7	Alphabet Class C	GOOG	21,100	$5.1M	2.83%
8	International Business Machine	INTR	16,933	$4.8M	2.63%
9	Amazon	AMZN	19,623	$4.3M	2.37%
10	D R Horton	23331A109	21,455	$3.6M	2.00%
11	Nvidia Corp.	NVDA	17,618	$3.3M	1.81%
12	Abbvie	ABBV	13,995	$3.2M	1.78%
13	Wal-Mart Stores	WMT	29,547	$3.0M	1.68%
14	American Express	AXP	9,118	$3.0M	1.67%
15	Goldman Sachs	GSCE	3,723	$3.0M	1.63%
16	Home Depot	HD	6,942	$2.8M	1.55%
17	Kroger	KR	40,947	$2.8M	1.52%
18	Labcorp Holdings	LH	8,681	$2.5M	1.37%
19	Procter & Gamble	742718109	15,951	$2.5M	1.35%
20	Waste Management	94106L109	10,923	$2.4M	1.33%
21	Disney	254687106	20,836	$2.4M	1.31%
22	Newmont Mining Corp.	NEMCL	27,947	$2.4M	1.30%
23	Exxon Mobil	XOM	20,640	$2.3M	1.28%
24	Equifax	EFX	9,042	$2.3M	1.28%
25	Abbott Laboratories	ABLZF	16,909	$2.3M	1.25%
26	Hubbell	HUBB	5,261	$2.3M	1.25%
27	S&P Global	SPGI	4,629	$2.3M	1.24%
28	Chevron	CVX	14,045	$2.2M	1.20%
29	Schwab, Charles	SCHW-PJ	22,157	$2.1M	1.16%
30	GE Aerospace	369604301	6,828	$2.1M	1.13%
31	Teledyne Technologies	TDY	3,471	$2.0M	1.12%
32	Nestle ADR	641069406	20,925	$1.9M	1.06%
33	Seagate	SE	7,725	$1.8M	1.00%
34	Lowes	548661107	7,152	$1.8M	0.99%
35	McDonald's Corp.	MCD	5,841	$1.8M	0.98%
36	Zoetis	ZTS	11,110	$1.6M	0.89%
37	Intel	INTC	48,239	$1.6M	0.89%
38	Cisco Systems	CSCO	22,459	$1.5M	0.85%
39	Pfizer	PFE	58,565	$1.5M	0.82%
40	Du Pont (E.I) de Nemours	DD	18,438	$1.4M	0.79%
41	Huntington Ingalls Ind.	446413106	4,852	$1.4M	0.77%
42	Broadcom, Inc.	AVGO	4,196	$1.4M	0.76%
43	Jacobs Solutions	J	8,835	$1.3M	0.73%
44	Global Payment	GPN	15,472	$1.3M	0.71%
45	Emerson Electric	EMR	8,923	$1.2M	0.64%
46	Old Republic	680223104	27,000	$1.1M	0.63%
47	PepsiCo	PEP	8,155	$1.1M	0.63%
48	Becton Dickinson	BDX	6,102	$1.1M	0.63%
49	WIX.com	WIX	6,345	$1.1M	0.62%
50	Kite Realty Group	KRG	50,510	$1.1M	0.62%
51	Bank of New York Mellon	064058100	9,852	$1.1M	0.59%
52	Datadog	DDOG	7,129	$1.0M	0.56%
53	Clorox	CLX	8,206	$1.0M	0.56%
54	United Health Group	UNH	2,908	$1.0M	0.55%
55	Lear Corp.	LEA	9,902	$996,240	0.55%
56	RTX	RTX	5,938	$993,605	0.55%
57	Oracle	ORCL-PD	3,445	$968,872	0.53%
58	Union Pacific	UNP	3,931	$929,170	0.51%
59	Humana	HUM	3,460	$900,188	0.50%
60	Dover Corp.	DOV	5,323	$888,036	0.49%
61	Hoya Capital High Dividend Yie	26922b840	89,329	$860,488	0.47%
62	Amgen	AMGN	3,041	$858,170	0.47%
63	Applied Materials	038222105	4,136	$846,805	0.47%
64	Eli Lilly	LLY	1,066	$813,358	0.45%
65	Dolby Class A	DLB	11,090	$802,583	0.44%
66	McCormick	MKC-V	11,386	$761,837	0.42%
67	Alphabet Class A	GOOG	3,132	$761,389	0.42%
68	Merck	MRK	8,716	$731,534	0.40%
69	GE Vernova	GEV	1,119	$688,073	0.38%
70	Intuit	INTU	1,001	$683,610	0.38%
71	Nextera Energy	NEE-PW	8,503	$641,891	0.35%
72	Constellation Energy	CEG	1,946	$640,370	0.35%
73	CVS/Caremark	CVS	8,230	$620,460	0.34%
74	3M	MMM	3,846	$596,822	0.33%
75	Wyndham Hotels & Resorts	WH	7,408	$591,899	0.33%
76	Ameriprise Financial	03076C106	1,200	$589,500	0.32%
77	Corteva	CTVA	7,769	$525,418	0.29%
78	Westlake Chemical Corp.	WLK	6,711	$517,150	0.28%
79	Bristol-Myers Squibb	CELG-RI	11,224	$506,202	0.28%
80	LPL Financial Holdings	50212V100	1,490	$495,708	0.27%
81	Moody's Corp.	MCO	924	$440,268	0.24%
82	Capital One Financial	14040H105	2,055	$436,852	0.24%
83	Apollo Global Mgmt. LLC	037612306	3,250	$433,128	0.24%
84	Akamai Technologies	AKAM	5,675	$429,938	0.24%
85	Quanta Services	74762E102	985	$408,204	0.22%
86	Yum! Brands	YUM	2,522	$383,344	0.21%
87	FedEx	FDX	1,609	$379,418	0.21%
88	Synopsys	SNPS	768	$378,924	0.21%
89	Caterpillar	CAT	783	$373,608	0.21%
90	Salesforce	CRM	1,540	$364,980	0.20%
91	Nasdaq	NDAQ	4,050	$358,223	0.20%
92	Packaging Corp.	695156109	1,635	$356,316	0.20%
93	Bank America	060505104	6,821	$351,895	0.19%
94	Blackstone Group	BX	2,034	$347,509	0.19%
95	Huntington Bancshares	HBANP	19,052	$329,028	0.18%
96	Digital Realty Trust	253868103	1,900	$328,472	0.18%
97	Boeing	BA-PA	1,500	$323,745	0.18%
98	Verizon Communications	VZ	6,906	$303,519	0.17%
99	Paychex	PAYX	2,375	$301,055	0.17%
100	Cigna	CI	971	$279,891	0.15%
101	First American Financial	FAF	4,275	$274,626	0.15%
102	Match Group	MTCH	6,496	$229,439	0.13%
103	Verisign	VRSN	765	$213,871	0.12%
104	Ishares Russell Midcap Index	464287499	2,184	$210,865	0.12%
105	Icon PLC	ICLR	1,200	$210,000	0.12%
106	Mid America Apartment Communit	59522J103	1,490	$208,198	0.11%
107	Apple Hospitality	APLE	17,000	$204,170	0.11%
108	Aecon Group	AEGXF	10,000	$171,200	0.09%