Pettee Investors, Inc.

Q3 2025 13F-HR Holdings

Location
Rowayton, CT
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
108
Total value ($000)
$181,692
Net value change ($000)
+14,480 (8.7%)
New positions
5
Sold out positions
6
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/1/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 1,540 42.8%
NVDA 1,472 81.1%
AAPL 1,453 24.1%
URI 1,259 27.3%
GS 1,031 53.3%
GE 907 79.1%
DHI 870 31.5%
MSFT 799 9.4%
ORCL 750 342.5%
RTX 737 286.8%
Top Reduces (Value $000, Stocks/ETFs)
ICLR -910 -81.3%
BMY -902 -64.1%
PG -777 -24.1%
ABBV -765 -19.1%
WM -495 -17.0%
UPS -406 -100.0%
ZBH -396 -100.0%
PEP -385 -25.2%
ABT -368 -14.0%
MCD -338 -16.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type