DOSSIER · 13F-HR · Q3 2026

Pettee Investors, Inc.

$201M in tracked AUM across 115 positions as of Q3 2026.

PI
CIK 0001596901 · last filed Sep 30, 2026
Total AUM
$201M
as of Q3 2026
Holdings
115
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Pettee Investors, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
JPM
JPMorgan Chase
$15M45K7.4%
02
JNJ
Johnson & Johnson
$11M43K5.6%
03
AAPL
Apple
$10M30K4.9%
04
MSFT
Microsoft
$10M19K4.9%
05
GOOG
Alphabet Class C
$7M21K3.6%
06
G7997R103
Seagate
$7M8K3.5%
07
URI
United Rentals
$7M7K3.5%
08
26922A230
Hoya Capital Housing
$6M150K3.0%
09
AMZN
Amazon
$6M22K2.7%
10
INTC
Intel
$5M40K2.4%

Filing history

2026Q3Sep 30
$201M▼ 1.0%
115 positionsView →
2026Q2Jun 30
$203M▲ 4.6%
115 positionsView →
2026Q1Mar 31
$194M▲ 8.9%
115 positionsView →
2025Q4Dec 31
$178M▼ 1.9%
111 positionsView →
2025Q3Sep 30
$182M▲ 8.7%
108 positionsLocked
2025Q2Jun 30
$167M▼ 0.4%
109 positionsLocked
2025Q1Mar 31
$168M▼ 14.8%
110 positionsLocked
2024Q4Dec 31
$197M▼ 4.1%
115 positionsLocked
2024Q3Sep 30
$205M▼ 1.0%
118 positionsLocked
2024Q2Jun 30
$207M▼ 12.2%
116 positionsLocked
2024Q1Mar 31
$236M▲ 4.4%
117 positionsLocked
2023Q4Dec 31
$226M▲ 7.6%
145 positionsLocked
Showing 12 of 50