Sheila Pettee

Pettee Investors, Inc.

Assets Managed

$194.202M

Holdings

115

Last Quarter

2026 - Q1

Filed Date

22d ago

Growth Rate

8.91%(2Q avg: 3.53%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pettee Investors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of Pettee Investors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 194.202M in assets, with a quarterly growth rate of 8.91% and a 2-quarter average growth rate of 3.53%. The portfolio is managed by Sheila Pettee, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
JPM Jpmorgan Chase & Co Recent Activity Increased 3.99%	7.28%	$14.129M 45,108 shares@ $313.24 avg price	Increased 3.99%
JNJ Johnson & Johnson Recent Activity Increased 2.64%	4.96%	$9.613M 41,824 shares@ $229.85 avg price	Increased 2.64%
GOOG Alphabet Inc-cl C Recent Activity Increased 1.82%	4.2%	$8.149M 21,335 shares@ $381.95 avg price	Increased 1.82%
AAPL Apple Inc Recent Activity Increased 1.87%	4.18%	$8.099M 29,848 shares@ $271.36 avg price	Increased 1.87%
MSFT Microsoft Corp Recent Activity Increased 1.32%	4%	$7.753M 19,012 shares@ $407.78 avg price	Increased 1.32%
HOMZ Hoya Capital Housing Etf Recent Activity	3.57%	$6.919M 153,817 shares@ $44.99 avg price
URI United Rentals Inc Recent Activity Increased 0.41%	3.46%	$6.705M 6,986 shares@ $959.84 avg price	Increased 0.41%
AMZN Amazon.com Inc Recent Activity Increased 0.29%	2.7%	$5.243M 19,779 shares@ $265.07 avg price	Increased 0.29%
STX Seagate Technology Holdings Recent Activity	2.68%	$5.204M 7,725 shares@ $673.64 avg price
INTC Intel Corp Recent Activity Increased 0.26%	2.36%	$4.569M 48,364 shares@ $94.49 avg price	Increased 0.26%

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