Pettee-Investors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "AKAM",
  "HUM",
  "KRG",
  "MMM",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  null,
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "HD",
  null,
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "HUBB",
  "AMAT",
  "EMR",
  null,
  null,
  "MSFT",
  "MAA",
  "MDLZ",
  "NDAQ",
  "GE",
  "ICLR",
  "AMP",
  "KR",
  "PAYX",
  "PEP",
  "DOW",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "INTC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "MAS",
  "PKG",
  "SPGI",
  "APO",
  null,
  "SLB",
  "RTX",
  "STX",
  null,
  null,
  "IBM",
  "TGT",
  "UPS",
  "NEM",
  "SCHW",
  "APLE",
  null,
  "GPN",
  "DD",
  "BX",
  "DOV",
  "WM",
  "DHI",
  "AMZN",
  "HII",
  "FAF",
  "HBAN",
  "WMT",
  "WLK",
  "WIX",
  "WH",
  "YUM",
  "LEA",
  "VAC",
  "CRM",
  "ORI",
  "GEV",
  "ZBH",
  "FDX",
  "BAC",
  "BK",
  "BDX",
  "BA",
  "BMY",
  "CVX",
  "CLX",
  "CTVA",
  "CVS",
  "DE",
  "DFS",
  "DLB",
  "DLR",
  "J",
  "MCO",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "AWK",
  "URI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 110
Total Value: 167850124
Accession Number: 0001596901-25-000002
Form Type: 13F-HR
CIK: pettee-investors
Manager Name: Pettee-Investors

Data Enrichment

92% identified

101 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

110 positions • $167.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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EXXON MOBIL CORP

XOM|30231G102

Shares:20.7K

Value:$2.5M

% of Portfolio:1.5% ($2.5M/$167.9M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:40.3K

Value:$2.5M

% of Portfolio:1.5% ($2.5M/$167.9M)

S&P Global Inc.

SPGI|78409V104

Shares:4.8K

Value:$2.4M

% of Portfolio:1.5% ($2.4M/$167.9M)

CHEVRON CORP

CVX|166764100

Shares:14.1K

Value:$2.4M

% of Portfolio:1.4% ($2.4M/$167.9M)

MCDONALDS CORP

MCD|580135101

Shares:7.2K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$167.9M)

641069406

Shares:21.6K

Value:$2.2M

% of Portfolio:1.3% ($2.2M/$167.9M)

Walt Disney Co

DIS|254687106

Shares:21.1K

Value:$2.1M

% of Portfolio:1.2% ($2.1M/$167.9M)

50540R409

Shares:8.8K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$167.9M)

PFIZER INC

PFE|717081103

Shares:76.5K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$167.9M)

Zoetis Inc.

ZTS|98978V103

Shares:11.2K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$167.9M)

PEPSICO INC

PEP|713448108

Shares:11.6K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$167.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.2K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$167.9M)

HUNTINGTON INGALLS INDUSTRIES, INC.

HII|446413106

Shares:8.0K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$167.9M)

CLOROX CO /DE/

CLX|189054109

Shares:10.9K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$167.9M)

HUBBELL INC

HUBB|443510607

Shares:4.8K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$167.9M)

ICON PLC

ICLR|G4705A100

Shares:9.1K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$167.9M)

BECTON DICKINSON & CO

BDX|075887109

Shares:6.2K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$167.9M)

AMGEN INC

AMGN|031162100

Shares:4.5K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$167.9M)

NEWMONT Corp /DE/

NEM|651639106

Shares:27.9K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$167.9M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:18.0K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$167.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	20.7K	QoQ -11.36% (-2.7K) YoY -57.83% (-28.4K)	All Managers (Combined)	$2.5M	1.5% ($2.5M/$167.9M)	QoQ -1.99% (-$50.3K) YoY -56.85% (-$3.2M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	40.3K	QoQ -3.19% (-1.3K) YoY -41.13% (-28.2K)	All Managers (Combined)	$2.5M	1.5% ($2.5M/$167.9M)	QoQ +4.38% (-$103.2K) YoY -33.79% (-$1.3M)
S&P Global Inc.(SPGIcusip78409V104)	4.8K	QoQ -30.08% (-2.1K) YoY -37.03% (-2.8K)	All Managers (Combined)	$2.4M	1.5% ($2.4M/$167.9M)	QoQ -28.66% (-$981.5K) YoY -24.79% (-$805.4K)
CHEVRON CORP(CVXcusip166764100)	14.1K	QoQ -16.30% (-2.7K) YoY -18.26% (-3.1K)	All Managers (Combined)	$2.4M	1.4% ($2.4M/$167.9M)	QoQ -3.33% (-$81.3K) YoY -13.31% (-$361.9K)
MCDONALDS CORP(MCDcusip580135101)	7.2K	QoQ +33.88% (+1.8K) YoY -6.16% (-475)	All Managers (Combined)	$2.3M	1.3% ($2.3M/$167.9M)	QoQ +44.26% (+$693.1K) YoY +3.96% (-$86.0K)
(cusip641069406)✕	21.6K	QoQ -38.72% (-13.6K) YoY -48.35% (-20.2K)	All Managers (Combined)	$2.2M	1.3% ($2.2M/$167.9M)	QoQ -25.11% (-$730.4K) YoY -50.94% (-$2.3M)
Walt Disney Co(DIScusip254687106)	21.1K	QoQ -13.77% (-3.4K) YoY -17.32% (-4.4K)	All Managers (Combined)	$2.1M	1.2% ($2.1M/$167.9M)	QoQ -23.57% (-$641.5K) YoY -33.31% (-$1.0M)
(cusip50540R409)✕	8.8K	QoQ 0.00% (+0) YoY +4.88% (+409)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$167.9M)	QoQ +1.49% (+$30.0K) YoY +11.74% (+$214.7K)
PFIZER INC(PFEcusip717081103)	76.5K	QoQ -20.43% (-19.6K) YoY -37.10% (-45.1K)	All Managers (Combined)	$1.9M	1.2% ($1.9M/$167.9M)	QoQ -24.00% (-$612.3K) YoY -42.56% (-$1.4M)
Zoetis Inc.(ZTScusip98978V103)	11.2K	QoQ 0.00% (+0) YoY +6.35% (+670)	All Managers (Combined)	$1.8M	1.1% ($1.8M/$167.9M)	QoQ +1.05% (+$19.3K) YoY +3.48% (+$62.2K)
PEPSICO INC(PEPcusip713448108)	11.6K	QoQ +3.20% (+360) YoY -47.71% (-10.6K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$167.9M)	QoQ +1.76% (+$30.2K) YoY -55.20% (-$2.1M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.2K	QoQ -9.86% (-350) YoY -18.06% (-705)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$167.9M)	QoQ -6.67% (-$119.9K) YoY -13.25% (-$255.9K)
HUNTINGTON INGALLS INDUSTRIES, INC.(HIIcusip446413106)	8.0K	QoQ +17.42% (+1.2K) YoY +17.42% (-1.2K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$167.9M)	QoQ +26.78% (+$342.8K) YoY -17.79% (-$351.3K)
CLOROX CO /DE/(CLXcusip189054109)	10.9K	QoQ -14.38% (-1.8K) YoY -39.67% (-7.2K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$167.9M)	QoQ -22.37% (-$463.4K) YoY -41.98% (-$1.2M)
HUBBELL INC(HUBBcusip443510607)	4.8K	QoQ 0.00% (-0) YoY -1.12% (-55)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$167.9M)	QoQ -21.00% (-$425.4K) YoY -21.16% (-$429.6K)
ICON PLC(ICLRcusipG4705A100)	9.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$167.9M)	QoQ -16.55% (-$316.0K) YoY -47.91% (-$1.5M)
BECTON DICKINSON & CO(BDXcusip075887109)	6.2K	QoQ -0.03% (-2) YoY -0.03% (-2)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$167.9M)	QoQ +0.93% (-$13.2K) YoY -7.46% (-$115.2K)
AMGEN INC(AMGNcusip031162100)	4.5K	QoQ -9.95% (-495) YoY -16.26% (-870)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$167.9M)	QoQ +7.63% (-$99.0K) YoY -8.24% (-$125.4K)
NEWMONT Corp /DE/(NEMcusip651639106)	27.9K	QoQ 0.00% (+0) YoY -13.80% (-4.5K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$167.9M)	QoQ +29.71% (+$309.1K) YoY +16.11% (-$187.3K)
DuPont de Nemours, Inc.(DDcusip26614N102)	18.0K	QoQ -20.40% (-4.6K) YoY -22.27% (-5.2K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$167.9M)	QoQ -22.04% (-$380.3K) YoY -24.29% (-$431.5K)