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Home > Institutional Investor > Pettee Investors, Inc. > Profile

Instuitional Investor - Pettee Investors, Inc.

Fund Profile
Filing Period:
Fund Name: Pettee Investors, Inc.
Portfolio Value $167,211,677
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 45,596 $13,218,736 7.91%
2.
Microsoft Corp
 MSFT 17,148 $8,529,587 5.1%
3.
Johnson & Johnson
 JNJ 50,029 $7,641,930 4.57%
4.
Hoya Capital Housing
 153,817 $6,684,887 4%
5.
Apple Inc.
 AAPL 29,367 $6,025,227 3.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)