Pettee Investors, Inc.

Q4 2025 13F-HR Holdings

Location
Rowayton, CT
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
111
Total value ($000)
$178,316
Net value change ($000)
-3,376 (-1.9%)
New positions
6
Sold out positions
3
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 1,437 28.0%
JNJ 877 11.6%
Q 742 NEW
SCI 499 NEW
AAPL 488 6.5%
AXP 353 11.7%
EMR 338 28.9%
LLY 333 41.0%
GS 308 10.4%
STX 303 16.6%
Top Reduces (Value $000, Stocks/ETFs)
KR -2,208 -80.0%
NEM -1,891 -80.3%
GPN -1,285 -100.0%
BDX -782 -68.5%
EFX -768 -33.1%
DD -695 -48.4%
DHI -546 -15.0%
ORCL -525 -54.2%
WIX -468 -41.5%
CLX -437 -43.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type