Pettee Investors, Inc. holds a diversified book of 115 stocks worth $203.2M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Powell Industries Inc and trimmed Johnson & Johnson. Their largest long position is JPMorgan Chase & Co at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Pettee Investors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 76 / 80 | $500.9B |
| UBS Group AG | 76 / 80 | $128.5B |
| Farther Finance Advisors, LLC | 76 / 80 | $1.5B |
| GOLDMAN SACHS GROUP INC | 75 / 80 | $221.1B |
| PNC FINANCIAL SERVICES GROUP, INC. | 75 / 80 | $82.5B |
| RHUMBLINE ADVISERS | 75 / 80 | $48.6B |
| Russell Investments Group, Ltd. | 75 / 80 | $31.1B |
| US BANCORP \DE\ | 75 / 80 | $20.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Pettee Investors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase COM | $14.8M | 45.2K | 7.3% | ▲+0.2% Added · +79 sh | |
| 2 | Johnson & Johnson COM | $10.6M | 41.6K | 5.2% | ▼−0.5% Reduced · −205 sh | |
| 3 | Apple COM | $8.6M | 29.7K | 4.2% | ▼−0.3% Reduced · −106 sh | |
| 4 | United Rentals COM | $7.9M | 7.0K | 3.9% | —Held | |
| 5 | Alphabet Class C COM | $7.5M | 21.3K | 3.7% | —Held | |
| 6 | Seagate COM | $7.4M | 7.7K | 3.7% | ▼−0.4% Reduced · −30 sh | |
| 7 | Hoya Capital Housing COM | $7.3M | 153.8K | 3.6% | —Held | |
| 8 | Microsoft COM | $7.1M | 19.0K | 3.5% | ▼−0.3% Reduced · −50 sh | |
| 9 | Intel COM | $5.6M | 39.8K | 2.7% | ▼−18% Reduced · −9K sh | |
| 10 | Amazon COM | $5.2M | 21.8K | 2.6% | ▲+10% Added · +2K sh | |
| 11 | International Business Machine COM | $4.7M | 16.5K | 2.3% | ▲+0.1% Added · +19 sh | |
| 12 | Goldman Sachs COM | $3.8M | 3.7K | 1.9% | —Held | |
| 13 | D R Horton COM | $3.5M | 21.3K | 1.7% | ▼−0.6% Reduced · −125 sh | |
| 14 | Nvidia Corp. COM | $3.5M | 17.3K | 1.7% | —Held | |
| 15 | American Express COM | $3.2M | 9.4K | 1.6% | ▲+2.9% Added · +261 sh | |
| 16 | Abbvie COM | $3.1M | 12.4K | 1.5% | —Held | |
| 17 | Exxon Mobil COM | $3.0M | 22.2K | 1.5% | —Held | |
| 18 | GE Aerospace COM | $2.8M | 7.4K | 1.4% | —Held | |
| 19 | Cisco Systems COM | $2.7M | 23.4K | 1.4% | —Held | |
| 20 | Hubbell COM | $2.7M | 5.2K | 1.3% | —Held | |
| 21 | Applied Materials COM | $2.7M | 3.7K | 1.3% | ▼−1.1% Reduced · −43 sh | |
| 22 | Wal-Mart Stores COM | $2.7M | 23.6K | 1.3% | ▼−16% Reduced · −4K sh | |
| 23 | Labcorp Holdings COM | $2.7M | 9.5K | 1.3% | ▲+8.9% Added · +775 sh | |
| 24 | Waste Management COM | $2.6M | 11.6K | 1.3% | ▲+6.4% Added · +700 sh | |
| 25 | Chevron COM | $2.5M | 14.8K | 1.2% | —Held | |
| 26 | Home Depot COM | $2.4M | 6.9K | 1.2% | —Held | |
| 27 | Teledyne Technologies COM | $2.3M | 3.5K | 1.1% | —Held | |
| 28 | Procter & Gamble COM | $2.3M | 15.7K | 1.1% | —Held | |
| 29 | S&P Global COM | $2.2M | 5.4K | 1.1% | —Held | |
| 30 | Emerson Electric COM | $2.0M | 14.3K | 1.0% | ▲+8.1% Added · +1K sh | |
| 31 | Nestle ADR COM | $2.0M | 19.3K | 1.0% | ▼−7.0% Reduced · −1K sh | |
| 32 | Schwab, Charles COM | $2.0M | 21.5K | 1.0% | ▼−1.3% Reduced · −275 sh | |
| 33 | Disney COM | $2.0M | 20.3K | 1.0% | ▼−0.5% Reduced · −100 sh | |
| 34 | Datadog COM | $1.9M | 7.1K | 0.9% | —Held | |
| 35 | Broadcom, Inc. COM | $1.7M | 4.5K | 0.8% | ▲+16% Added · +633 sh | |
| 36 | Lowes COM | $1.6M | 7.5K | 0.8% | ▼−0.7% Reduced · −56 sh | |
| 37 | Qnity COM | $1.5M | 9.1K | 0.7% | —Held | |
| 38 | McDonald's Corp. COM | $1.5M | 5.5K | 0.7% | —Held | |
| 39 | Kite Realty Group COM | $1.4M | 50.5K | 0.7% | —Held | |
| 40 | Bank of New York Mellon COM | $1.4M | 9.9K | 0.7% | —Held | |
| 41 | Abbott Laboratories COM | $1.4M | 15.6K | 0.7% | ▼−0.8% Reduced · −134 sh | |
| 42 | GE Vernova COM | $1.4M | 1.2K | 0.7% | —Held | |
| 43 | Humana COM | $1.4M | 3.5K | 0.7% | —Held | |
| 44 | Huntington Ingalls Ind. COM | $1.4M | 4.9K | 0.7% | —Held | |
| 45 | Pfizer COM | $1.3M | 55.7K | 0.7% | ▼−3.9% Reduced · −2K sh | |
| 46 | Lear Corp. COM | $1.3M | 9.9K | 0.7% | —Held | |
| 47 | Eli Lilly COM | $1.3M | 1.1K | 0.6% | —Held | |
| 48 | PepsiCo COM | $1.3M | 9.3K | 0.6% | —Held | |
| 49 | Dover Corp. COM | $1.2M | 5.5K | 0.6% | —Held | |
| 50 | Merck COM | $1.2M | 9.5K | 0.6% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1596901/holdings"
Use Arkolith to show Pettee Investors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.