1y return+19.9%S&P 500 +20.9%
3y return+42.2%S&P 500 +68.5%
5y return+31.9%S&P 500 +74.5%
10y return+31.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $131 against $357 in the S&P 500.2
Pettee Investors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JPMJPMorgan Chase | $14.8M | 7.3% | |
| JNJJohnson & Johnson | $10.6M | 5.2% | |
| AAPLApple | $8.6M | 4.2% | |
| URIUnited Rentals | $7.9M | 3.9% | |
| GOOGAlphabet Class C | $7.5M | 3.7% | |
| SeagateCUSIP G7997R103 | $7.4M | 3.7% | |
| HOMZHoya Capital Housing | $7.3M | 3.6% | |
| MSFTMicrosoft | $7.1M | 3.5% | |
| INTCIntel | $5.6M | 2.7% | −17.7% |
| AMZNAmazon | $5.2M | 2.6% | +10.0% |
| IBMInternational Business Machine | $4.7M | 2.3% | |
| GSGoldman Sachs | $3.8M | 1.9% | |
| DHID R Horton | $3.5M | 1.7% | |
| NVDANvidia Corp. | $3.5M | 1.7% | |
| AXPAmerican Express | $3.2M | 1.6% | +2.9% |
| ABBVAbbvie | $3.1M | 1.5% | |
| Exxon MobilCUSIP 30231G102 | $3.0M | 1.5% | |
| GEGE Aerospace | $2.8M | 1.4% | |
| Cisco SystemsCUSIP 17275R952 | $2.7M | 1.4% | |
| HUBBHubbell | $2.7M | 1.3% | |
| AMATApplied Materials | $2.7M | 1.3% | −1.1% |
| WMTWal-Mart Stores | $2.7M | 1.3% | −16.0% |
| Labcorp HoldingsCUSIP 50540R409 | $2.7M | 1.3% | +8.9% |
| WMWaste Management | $2.6M | 1.3% | +6.4% |
| CVXChevron | $2.5M | 1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp. | June 30, 2020 | +2006.7% | $3.5M |
| AMATApplied Materials | June 30, 2020 | +1096.1% | $2.7M |
| SeagateCUSIP G7997R103 | September 30, 2024 | +781.0% | $7.4M |
| URIUnited Rentals | June 30, 2020 | +660.3% | $7.9M |
| GOOGAlphabet Class C | June 30, 2020 | +399.9% | $7.5M |
| HUBBHubbell | June 30, 2020 | +317.4% | $2.7M |
| GEGE Aerospace | March 31, 2022 | +308.5% | $2.8M |
| GSGoldman Sachs | December 31, 2020 | +283.5% | $3.8M |
| BNYBank of New York Mellon | June 30, 2020 | +274.1% | $1.4M |
| AXPAmerican Express | June 30, 2020 | +255.3% | $3.2M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.5% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +8.8% | +7.8% |
| June 30, 2025 | +4.1% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
| December 31, 2024 | −2.7% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | −1.7% | +4.0% |
| March 31, 2024 | +8.8% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +4.9% | +8.3% |
| March 31, 2023 | +1.3% | +7.0% |
| December 31, 2022 | +10.8% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −11.4% | −16.5% |
| March 31, 2022 | −4.7% | −4.9% |
| December 31, 2021 | +2.7% | +10.7% |
| September 30, 2021 | −3.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pettee Investors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1596901&type=13F-HR&dateb=&owner=include&count=40CIK 1596901
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1596901/000159690126000003/Filed August 6, 2026 · accession 0001596901-26-000003