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Disclosery

13F-HR filed by Pettee Investors, Inc.

Pettee Investors, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-01, with 109 holding rows worth $167,211,677.

Accession
0001596901-25-000003
Filer
CIK 1596901
Filed
2025-08-01
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 109 entries on the cover page, a total value of $167,211,677 stated on the cover page (in dollars after the unit check, H1), rows summing to $167,211,677 with VALUE read as dollars as filed, 13F file number 028-15774. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
JPMorgan Chase & Co46625H100COM45,596$13,218,736dollars as filed
Microsoft Corp594918104COM17,148$8,529,587dollars as filed
Johnson & Johnson478160104COM50,029$7,641,930dollars as filed
ETF SER SOLUTIONS26922A230HOYA CAP HOUSI153,817$6,684,887dollars as filed
Apple Inc037833100COM29,367$6,025,227dollars as filed
UNITED RENTALS INC COM911363109Stock6,132$4,619,849dollars as filed
International Business Machines Corporation459200101COM14,819$4,368,345dollars as filed
AbbVie,Inc.00287Y109COM21,575$4,004,752dollars as filed
Amazon.com, Inc023135106COM16,785$3,682,461dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM20,290$3,599,243dollars as filed
Procter & Gamble Co742718109COM20,264$3,228,460dollars as filed
Walmart Inc.931142103COM32,885$3,215,495dollars as filed
American Express Company025816109COM9,213$2,938,763dollars as filed
KROGER CO COM501044101Stock40,947$2,937,128dollars as filed
Waste Management, Inc.94106L109COM12,703$2,906,700dollars as filed
D R HORTON INC COM23331A109Stock21,455$2,765,979dollars as filed
Abbott Laboratories002824100COM19,358$2,632,882dollars as filed
Walt Disney Co254687106COM20,876$2,588,833dollars as filed
Home Depot, Inc437076102COM6,942$2,545,215dollars as filed
S&P Global,Inc.78409V104COM4,629$2,440,825dollars as filed
LABORATORY CORP OF AMERICA50540R409COM NEW8,780$2,304,838dollars as filed
EXXON MOBIL CORP30231G102COM20,723$2,233,939dollars as filed
EQUIFAX INC COM294429105Stock8,572$2,223,320dollars as filed
McDonalds Corporation580135101COM7,231$2,112,681dollars as filed
NESTLE SA ADR641069406COM21,266$2,106,029dollars as filed
Charles Schwab Corp808513105COM22,157$2,021,605dollars as filed
Chevron Corporation166764100COM14,082$2,016,402dollars as filed
HUBBELL INC COM443510607Stock4,835$1,974,662dollars as filed
Goldman Sachs Group,Inc.38141G104COM2,733$1,934,281dollars as filed
Pfizer Inc.717081103COM75,398$1,827,648dollars as filed
NVIDIA Corp67066G104COM11,486$1,814,673dollars as filed
ZOETIS INC CL A98978V103Stock11,220$1,749,759dollars as filed
NEWMONT CORP651639106COM27,947$1,628,192dollars as filed
PepsiCo,Inc.713448108COM11,587$1,529,947dollars as filed
Teledyne Technologies879360106COM2,961$1,516,950dollars as filed
Bristol-Myers Squibb Company110122108COM30,414$1,407,864dollars as filed
CLOROX CO DEL189054109COM10,917$1,310,804dollars as filed
Lowes Companies,Inc.548661107COM5,731$1,271,537dollars as filed
GLOBAL PMTS INC37940X102COM15,672$1,254,387dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock18,005$1,234,963dollars as filed
EMERSON ELEC CO COM291011104Stock8,923$1,189,704dollars as filed
HUNTINGTON INGALLS INDS INC COM446413106Stock4,852$1,171,564dollars as filed
Amgen Inc.031162100COM4,166$1,163,189dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock8,835$1,161,361dollars as filed
General Electric Company369604301COM4,458$1,147,445dollars as filed
KITE REALTY GROUP TRUST COM NEW49803T300REIT50,510$1,144,052dollars as filed
ICON PUB LTD CO SHSG4705A100Stock7,701$1,120,110dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS7,725$1,114,949dollars as filed
Intel Corp458140100COM48,582$1,088,237dollars as filed
BECTON DICKINSON & CO075887109COM6,237$1,074,323dollars as filed
OLD REP INTL CORP COM680223104Stock27,000$1,037,880dollars as filed
Union Pacific Corporation907818108COM4,494$1,033,980dollars as filed
DOVER CORP COM260003108Stock5,598$1,025,722dollars as filed
WIX COM LTD SHSM98068105Stock6,345$1,005,429dollars as filed
UnitedHealth Group Inc91324P102COM3,194$996,432dollars as filed
LEAR CORP COM NEW521865204Stock10,442$991,781dollars as filed
BANK OF NY MELLON CORP COM064058100Stock9,852$897,616dollars as filed
CISCO SYS INC17275R952PUT12,793$887,578dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock11,386$863,287dollars as filed
HUMANA INC COM444859102Stock3,460$845,901dollars as filed
Eli Lilly and Company532457108COM1,066$830,979dollars as filed
Broadcom Inc.11135F101COM3,010$829,707dollars as filed
DOLBY LABORATORIES INC COM CL A25659T107Stock11,090$823,543dollars as filed
ETF SER SOLUTIONS26922B840HOYA CAPT HI DIV75,133$713,012dollars as filed
Merck & Co.,Inc.58933Y105COM8,770$694,233dollars as filed
AMERIPRISE FINL INC COM03076C106Stock1,200$640,476dollars as filed
CVS Health Corporation126650100COM8,890$613,232dollars as filed
WYNDHAM HOTELS & RESORTS INC98311A105COM7,408$601,604dollars as filed
DATADOGINCCLASSA23804L103STOK4,470$600,455dollars as filed
GE Vernova Inc.36828A101COM1,119$592,119dollars as filed
3M CO COM88579Y101Stock3,846$585,515dollars as filed
CORTEVA INC COM22052L104Stock7,769$579,024dollars as filed
LPL FINL HLDGS INC COM50212V100Stock1,490$558,705dollars as filed
WESTLAKE CORPORATION960413102COM6,711$509,566dollars as filed
Salesforce.com, Inc79466L302COM1,734$472,844dollars as filed
MOODYS CORP COM615369105Stock924$463,469dollars as filed
Apollo Global Management037612306COM3,250$461,078dollars as filed
AKAMAI TECHNOLOGIES INC COM00971T101Stock5,675$452,638dollars as filed
CAPITAL ONE FINL CORP14040H105COM2,055$437,222dollars as filed
Applied Materials,Inc.038222105COM2,250$411,908dollars as filed
United Parcel Service,Inc. Class B911312106COM4,020$405,779dollars as filed
FEDEX CORP COM31428X106Stock1,779$404,384dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock4,337$395,578dollars as filed
HUNTINGTON BANCSHARES INC COM446150104Stock22,427$375,877dollars as filed
YUM BRANDS INC COM988498101Stock2,522$373,710dollars as filed
NASDAQ INC COM631103108Stock4,050$362,151dollars as filed
Bank of America Corp060505104COM7,321$346,430dollars as filed
PAYCHEX INC704326107COM2,375$345,468dollars as filed
DIGITAL RLTY TR INC COM253868103REIT1,900$331,227dollars as filed
CIGNA CORPORATION125509109COM971$320,993dollars as filed
Boeing Company097023105COM1,500$314,295dollars as filed
PACKAGING CORP AMER COM695156109Stock1,635$308,116dollars as filed
BLACKSTONE GROUP LP09253U108COM UNIT LTD2,034$304,246dollars as filed
Caterpillar Inc.149123101COM783$303,968dollars as filed
Verizon Communications Inc92343V104COM6,906$298,823dollars as filed
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR4,188$287,799dollars as filed
FIRST AMERN FINL CORP31847R102COM4,275$262,442dollars as filed
Raytheon Technologies Corporation75513E101COM1,760$256,995dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,368$241,083dollars as filed
TARGET CORP COM87612E106Stock2,437$240,410dollars as filed
Deere & Company244199105COM442$224,753dollars as filed
VERISIGN INC COM92343E102Stock765$220,932dollars as filed
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share1,490$220,535dollars as filed
Oracle Corporation68389X105COM1,000$218,630dollars as filed
Mondelez International,Inc. Class A609207105COM3,198$215,673dollars as filed
iShares Russell Midcap ETF464287499SHS2,184$200,862dollars as filed
MATCH GROUP INC57665R106COM6,496$200,661dollars as filed
APPLE HOSPITALITY REIT INC COM NEW03784Y200REIT17,000$198,390dollars as filed
Aecon Group00762v109COM10,000$149,820dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001596901-25-000003this filing2025-08-01acceptance time not in the bulk data set