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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 $226,370,242
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Johnson & Johnson
 JNJ 95,920 $15,034,501 6.64%
2.
Jpmorgan Chase & Co
 JPM 70,042 $11,914,144 5.26%
3.
Hoya Capital Housing
 184,992 $7,820,740 3.45%
4.
Apple Inc.
 AAPL 40,005 $7,702,163 3.4%
5.
Microsoft Corp
 MSFT 18,843 $7,085,722 3.13%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)