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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 $194,201,751
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 45,108 $14,129,179 7.28%
2.
Johnson & Johnson
 JNJ 41,824 $9,613,246 4.95%
3.
Alphabet Inc.
 GOOGL 21,335 $8,148,690 4.2%
4.
Apple Inc.
 AAPL 29,848 $8,099,255 4.17%
5.
Microsoft Corp
 MSFT 19,012 $7,752,713 3.99%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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