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Disclosery

13F-HR filed by Pettee Investors, Inc.

Pettee Investors, Inc. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-04, with 108 holding rows worth $181,692,106.

Accession
0001596901-25-000005
Filer
CIK 1596901
Filed
2025-11-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 108 entries on the cover page, a total value of $181,692,106 stated on the cover page (in dollars after the unit check, H1), rows summing to $181,692,106 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 & Co46625H100COM43,381$13,683,669dollars as filed
Microsoft Corp594918104COM18,012$9,329,315dollars as filed
Johnson & Johnson478160104COM40,750$7,555,865dollars as filed
Apple Inc037833100COM29,367$7,477,719dollars as filed
ETF SER SOLUTIONS26922A230HOYA CAP HOUSI153,817$7,236,244dollars as filed
UNITED RENTALS INC COM911363109Stock6,158$5,878,796dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM21,100$5,138,905dollars as filed
International Business Machines Corporation459200101COM16,933$4,777,815dollars as filed
Amazon.com, Inc023135106COM19,623$4,308,622dollars as filed
D R HORTON INC COM23331A109Stock21,455$3,635,979dollars as filed
NVIDIA Corp67066G104COM17,618$3,287,166dollars as filed
AbbVie,Inc.00287Y109COM13,995$3,240,402dollars as filed
Walmart Inc.931142103COM29,547$3,045,114dollars as filed
American Express Company025816109COM9,118$3,028,635dollars as filed
Goldman Sachs Group,Inc.38141G104COM3,723$2,964,811dollars as filed
Home Depot, Inc437076102COM6,942$2,812,829dollars as filed
KROGER CO COM501044101Stock40,947$2,760,237dollars as filed
LABORATORY CORP OF AMERICA50540R409COM NEW8,681$2,491,968dollars as filed
Procter & Gamble Co742718109COM15,951$2,450,871dollars as filed
Waste Management, Inc.94106L109COM10,923$2,412,126dollars as filed
Walt Disney Co254687106COM20,836$2,385,722dollars as filed
NEWMONT CORP651639106COM27,947$2,356,212dollars as filed
EXXON MOBIL CORP30231G102COM20,640$2,327,160dollars as filed
EQUIFAX INC COM294429105Stock9,042$2,319,544dollars as filed
Abbott Laboratories002824100COM16,909$2,264,791dollars as filed
HUBBELL INC COM443510607Stock5,261$2,263,861dollars as filed
S&P Global,Inc.78409V104COM4,629$2,252,981dollars as filed
Chevron Corporation166764100COM14,045$2,181,048dollars as filed
Charles Schwab Corp808513105COM22,157$2,115,329dollars as filed
General Electric Company369604301COM6,828$2,053,999dollars as filed
Teledyne Technologies879360106COM3,471$2,034,145dollars as filed
NESTLE SA ADR641069406COM20,925$1,921,687dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS7,725$1,823,564dollars as filed
Lowes Companies,Inc.548661107COM7,152$1,797,369dollars as filed
McDonalds Corporation580135101COM5,841$1,775,021dollars as filed
ZOETIS INC CL A98978V103Stock11,110$1,625,615dollars as filed
Intel Corp458140100COM48,239$1,618,418dollars as filed
CISCO SYS INC17275R952PUT22,459$1,536,645dollars as filed
Pfizer Inc.717081103COM58,565$1,492,236dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock18,438$1,436,320dollars as filed
HUNTINGTON INGALLS INDS INC COM446413106Stock4,852$1,396,939dollars as filed
Broadcom Inc.11135F101COM4,196$1,384,302dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock8,835$1,324,013dollars as filed
GLOBAL PMTS INC37940X102COM15,472$1,285,414dollars as filed
EMERSON ELEC CO COM291011104Stock8,923$1,170,519dollars as filed
OLD REP INTL CORP COM680223104Stock27,000$1,146,690dollars as filed
PepsiCo,Inc.713448108COM8,155$1,145,288dollars as filed
BECTON DICKINSON & CO075887109COM6,102$1,142,111dollars as filed
WIX COM LTD SHSM98068105Stock6,345$1,127,062dollars as filed
KITE REALTY GROUP TRUST COM NEW49803T300REIT50,510$1,126,373dollars as filed
BANK OF NY MELLON CORP COM064058100Stock9,852$1,073,474dollars as filed
DATADOGINCCLASSA23804L103STOK7,129$1,015,170dollars as filed
CLOROX CO DEL189054109COM8,206$1,011,800dollars as filed
UnitedHealth Group Inc91324P102COM2,908$1,004,132dollars as filed
LEAR CORP COM NEW521865204Stock9,902$996,240dollars as filed
Raytheon Technologies Corporation75513E101COM5,938$993,605dollars as filed
Oracle Corporation68389X105COM3,445$968,872dollars as filed
Union Pacific Corporation907818108COM3,931$929,170dollars as filed
HUMANA INC COM444859102Stock3,460$900,188dollars as filed
DOVER CORP COM260003108Stock5,323$888,036dollars as filed
ETF SER SOLUTIONS26922B840HOYA CAPT HI DIV89,329$860,488dollars as filed
Amgen Inc.031162100COM3,041$858,170dollars as filed
Applied Materials,Inc.038222105COM4,136$846,805dollars as filed
Eli Lilly and Company532457108COM1,066$813,358dollars as filed
DOLBY LABORATORIES INC COM CL A25659T107Stock11,090$802,583dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock11,386$761,837dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,132$761,389dollars as filed
Merck & Co.,Inc.58933Y105COM8,716$731,534dollars as filed
GE Vernova Inc.36828A101COM1,119$688,073dollars as filed
Intuit Inc.461202103COM1,001$683,610dollars as filed
NextEra Energy,Inc.65339F101COM8,503$641,891dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock1,946$640,370dollars as filed
CVS Health Corporation126650100COM8,230$620,460dollars as filed
3M CO COM88579Y101Stock3,846$596,822dollars as filed
WYNDHAM HOTELS & RESORTS INC98311A105COM7,408$591,899dollars as filed
AMERIPRISE FINL INC COM03076C106Stock1,200$589,500dollars as filed
CORTEVA INC COM22052L104Stock7,769$525,418dollars as filed
WESTLAKE CORPORATION960413102COM6,711$517,150dollars as filed
Bristol-Myers Squibb Company110122108COM11,224$506,202dollars as filed
LPL FINL HLDGS INC COM50212V100Stock1,490$495,708dollars as filed
MOODYS CORP COM615369105Stock924$440,268dollars as filed
CAPITAL ONE FINL CORP14040H105COM2,055$436,852dollars as filed
Apollo Global Management037612306COM3,250$433,128dollars as filed
AKAMAI TECHNOLOGIES INC COM00971T101Stock5,675$429,938dollars as filed
QUANTA SVCS INC74762E102COM985$408,204dollars as filed
YUM BRANDS INC COM988498101Stock2,522$383,344dollars as filed
FEDEX CORP COM31428X106Stock1,609$379,418dollars as filed
SYNOPSYS INC COM871607107Stock768$378,924dollars as filed
Caterpillar Inc.149123101COM783$373,608dollars as filed
Salesforce.com, Inc79466L302COM1,540$364,980dollars as filed
NASDAQ INC COM631103108Stock4,050$358,223dollars as filed
PACKAGING CORP AMER COM695156109Stock1,635$356,316dollars as filed
Bank of America Corp060505104COM6,821$351,895dollars as filed
BLACKSTONE GROUP LP09253U108COM UNIT LTD2,034$347,509dollars as filed
HUNTINGTON BANCSHARES INC COM446150104Stock19,052$329,028dollars as filed
DIGITAL RLTY TR INC COM253868103REIT1,900$328,472dollars as filed
Boeing Company097023105COM1,500$323,745dollars as filed
Verizon Communications Inc92343V104COM6,906$303,519dollars as filed
PAYCHEX INC704326107COM2,375$301,055dollars as filed
CIGNA CORPORATION125509109COM971$279,891dollars as filed
FIRST AMERN FINL CORP31847R102COM4,275$274,626dollars as filed
MATCH GROUP INC57665R106COM6,496$229,439dollars as filed
VERISIGN INC COM92343E102Stock765$213,871dollars as filed
iShares Russell Midcap ETF464287499SHS2,184$210,865dollars as filed
ICON PUB LTD CO SHSG4705A100Stock1,200$210,000dollars as filed
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share1,490$208,198dollars as filed
APPLE HOSPITALITY REIT INC COM NEW03784Y200REIT17,000$204,170dollars as filed
Aecon Group00762v109COM10,000$171,200dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001596901-25-000005this filing2025-11-04acceptance time not in the bulk data set