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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 $196,931,161
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 61,537 $14,751,034 7.49%
2.
Apple Inc.
 AAPL 36,767 $9,207,192 4.67%
3.
Johnson & Johnson
 JNJ 57,726 $8,348,334 4.23%
4.
Microsoft Corp
 MSFT 18,914 $7,972,251 4.04%
5.
Hoya Capital Housing
 160,417 $7,267,901 3.69%
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)