Pettee Investors, Inc.
All 13F Filings
- Location
- Rowayton, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 203,220
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 115 | 203,220 | 13F-HR | Pettee Investors, Inc. |
| Q1 2026 | 5/4/2026 | 115 | 194,202 | 13F-HR | Pettee Investors, Inc. |
| Q4 2025 | 2/2/2026 | 111 | 178,316 | 13F-HR | Pettee Investors, Inc. |
| Q3 2025 | 11/4/2025 | 108 | 181,692 | 13F-HR | Pettee Investors, Inc. |
| Q2 2025 | 8/1/2025 | 109 | 167,212 | 13F-HR | Pettee Investors, Inc. |
| Q2 2014 | 8/11/2014 | 56 | 110,001 | 13F-HR | Pettee Investors, Inc. |
| Q1 2014 | 5/1/2014 | 56 | 106,408 | 13F-HR | Pettee Investors, Inc. |
| Q4 2013 | 2/10/2014 | 56 | 106,415 | 13F-HR | Pettee Investors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 200.6 K | 98.7% | 8.989 K | 0 | 8.989 K |
| ETFs | 2.587 K | 1.3% | 27 | 0 | 27 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
203,220
Holdings
115
QoQ value change ($000)
9,018
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.