13F Insight
DOSSIER · 13F-HR · Q1 2026

Pettee Investors, Inc.

$194M in tracked AUM across 115 positions as of Q1 2026.

PI
CIK 0001596901 · last filed Mar 31, 2026
Total AUM
$194M
as of Q1 2026
Holdings
115
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Pettee Investors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JPM
JPMorgan Chase
$14M45K7.3%02
JNJ
Johnson & Johnson
$10M42K5.0%03
GOOG
Alphabet Class C
$8M21K4.2%04
AAPL
Apple
$8M30K4.2%05
MSFT
Microsoft
$8M19K4.0%06
26922A230
Hoya Capital Housing
$7M154K3.6%07
URI
United Rentals
$7M7K3.5%08
AMZN
Amazon
$5M20K2.7%09
G7997R103
Seagate
$5M8K2.7%10
INTC
Intel
$5M48K2.4%

Filing history

2026Q1Mar 31
$194M▲ 8.9%
115 positionsView →2025Q4Dec 31
$178M▼ 1.9%
111 positionsView →2025Q3Sep 30
$182M▲ 8.7%
108 positionsView →2025Q2Jun 30
$167M▼ 0.4%
109 positionsLocked2025Q1Mar 31
$168M▼ 14.8%
110 positionsLocked2024Q4Dec 31
$197M▼ 4.1%
115 positionsLocked2024Q3Sep 30
$205M▼ 1.0%
118 positionsLocked2024Q2Jun 30
$207M▼ 12.2%
116 positionsLocked2024Q1Mar 31
$236M▲ 4.4%
117 positionsLocked2023Q4Dec 31
$226M▲ 7.6%
145 positionsLocked2023Q3Sep 30
$210M▼ 4.8%
143 positionsLocked2023Q2Jun 30
$221M▲ 5.9%
145 positionsLocked
Showing 12 of 48