Institutional Fund
Pettee Investors, Inc.
Rowayton, CTCIK 15969015 filings on record
Portfolio Value
$194.20M
Q1 2026
Holdings
115
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+8.9%
from $178.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Jpmorgan Chase & Co.7.3%
- Johnson & Johnson5.0%
- Alphabet Inc4.2%
- Apple Inc4.2%
- Microsoft Corp4.0%
- ETF Ser Solutions3.6%
- Other71.9%
Portfolio Holdings
115 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 45.1K | $14.13M | 7.3% | +1.7K | Added |
| 2 | Johnson & Johnson | 41.8K | $9.61M | 5.0% | +1.1K | Added |
| 3 | Alphabet Inc | 21.3K | $8.15M | 4.2% | +380 | Added |
| 4 | Apple Inc | 29.8K | $8.10M | 4.2% | +546 | Added |
| 5 | Microsoft Corp | 19.0K | $7.75M | 4.0% | +246 | Added |
| 6 | ETF Ser Solutions | 153.8K | $6.92M | 3.6% | 0 | Held |
| 7 | United Rentals Inc | 7.0K | $6.71M | 3.5% | +28 | Added |
| 8 | Amazon Com Inc | 19.8K | $5.24M | 2.7% | +56 | Added |
| 9 | Seagate Technology Hldngs Pl | 7.7K | $5.20M | 2.7% | 0 | Held |
| 10 | Intel Corp | 48.4K | $4.57M | 2.4% | +125 | Added |
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