Investor Details
| Filer Name: | PETTEE INVESTORS, INC. |
|---|---|
| CIK: | 1596901 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-07 |
| Number of Holdings: | 115 |
| Portfolio Value: | $0.20B |
Pettee Investors, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| 46625h100 | - | JP MORGAN CHASE & CO | 61,537 | $15M | 7.49% | -0.1% | - |
| AAPL | US | APPLE INC | 36,767 | $9M | 4.68% | - | - |
| JNJ | US | JOHNSON & JOHNSON | 57,726 | $8M | 4.24% | - | - |
| MSFT | US | MICROSOFT CORP | 18,914 | $8M | 4.05% | - | - |
| 26922a230 | - | HOYA CAPITAL HOUSING | 160,417 | $7M | 3.69% | - | - |
| 02079k107 | - | ALPHABET INC CAP STK CL C | 23,630 | $5M | 2.29% | 6.6% | - |
| AMZN | US | AMAZON.COM INC | 20,315 | $4M | 2.26% | 0.8% | - |
| AXP | US | AMERICAN EXPRESS CO | 14,706 | $4M | 2.22% | - | - |
| URI | US | UNITED RENTALS INC | 5,662 | $4M | 2.03% | 0.7% | - |
| IBM | US | INTL BUSINESS MACHINES CORP | 17,987 | $4M | 2.01% | 0.8% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 23,562 | $4M | 2.01% | - | - |
| HD | US | HOME DEPOT INC | 9,298 | $4M | 1.84% | - | - |
| SPGI | US | S&P GLOBAL INC | 6,875 | $3M | 1.74% | -0.5% | - |
| SCHW | US | SCHWAB (CHARLES) CORP | 44,687 | $3M | 1.68% | - | - |
| DOV | US | DOVER CORP | 16,556 | $3M | 1.58% | - | - |
| WMT | US | WALMART INC | 34,017 | $3M | 1.56% | - | - |
| DHI | US | DR HORTON INC | 21,455 | $3M | 1.52% | - | - |
| WM | US | WASTE MANAGEMENT INC | 14,553 | $3M | 1.49% | - | - |
| NSRGY | US | NESTLE SA-SPONS ADR | 35,196 | $3M | 1.48% | -0.6% | - |
| DIS | US | WALT DISNEY CO/THE | 24,443 | $3M | 1.38% | - | - |