PETTEE INVESTORS, INC.

Filed: 5/2/2025ACC: 0001596901-25-000002

📋 What this filing means

PETTEE INVESTORS, INC. filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $167.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

110

Positions

$167.85M

Total AUM (reported)

1.52M

Total Shares

Allocation by class

COM$167.85M100.0%

Portfolio Concentration

Top 3$26.42M15.7%

4–10$32.43M19.3%

11–25$40.77M24.3%

Rest$68.23M40.7%

Top 3 weight

15.7%

Top 10 weight

35.1%

Voting Authority Distribution

Total shares with voting rights: 1.52M

Sole

Full voting authority

200.28K

% of voting shares13.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.32M

% of voting shares86.8%

Investment Discretion (by position count)

Sole110

Shared0

Other0

Dominant voting typeNone · 86.8% of voting shares

Institutional Holdings110

Rows:

JPMorgan Chase

SOLE

COM

Shares45.60K

TypeSH

Market value$11.18M

6.66%

Sole

1.22K

Shared

0.00

None

44.37K

Johnson & Johnson

SOLE

COM

Shares50.41K

TypeSH

Market value$8.36M

4.98%

Sole

6.47K

Shared

0.00

None

43.94K

Hoya Capital Housing

SOLE

COM

Shares153.82K

TypeSH

Market value$6.88M

4.10%

Sole

69.03K

Shared

0.00

None

84.79K

Apple

SOLE

COM

Shares30.12K

TypeSH

Market value$6.69M

3.99%

Sole

2.20K

Shared

0.00

None

27.92K

Microsoft

SOLE

COM

Shares17.53K

TypeSH

Market value$6.58M

3.92%

Sole

800.00

Shared

0.00

None

16.73K

Abbvie

SOLE

COM

Shares22.06K

TypeSH

Market value$4.62M

2.75%

Sole

0.00

Shared

0.00

None

22.06K

United Rentals

SOLE

COM

Shares6.14K

TypeSH

Market value$3.85M

2.29%

Sole

197.00

Shared

0.00

None

5.94K

International Business Machine

SOLE

COM

Shares15.19K

TypeSH

Market value$3.78M

2.25%

Sole

1.61K

Shared

0.00

None

13.58K

Procter & Gamble

SOLE

COM

Shares20.67K

TypeSH

Market value$3.52M

2.10%

Sole

2.44K

Shared

0.00

None

18.23K

Schwab, Charles

SOLE

COM

Shares43.29K

TypeSH

Market value$3.39M

2.02%

Sole

0.00

Shared

0.00

None

43.29K

Amazon

SOLE

COM

Shares17.52K

TypeSH

Market value$3.33M

1.99%

Sole

0.00

Shared

0.00

None

17.52K

Alphabet Class C

SOLE

COM

Shares21.09K

TypeSH

Market value$3.29M

1.96%

Sole

205.00

Shared

0.00

None

20.88K

Wal-Mart Stores

SOLE

COM

Shares34.38K

TypeSH

Market value$3.02M

1.80%

Sole

0.00

Shared

0.00

None

34.38K

Waste Management

SOLE

COM

Shares12.70K

TypeSH

Market value$2.94M

1.75%

Sole

0.00

Shared

0.00

None

12.70K

Dover Corp.

SOLE

COM

Shares16.41K

TypeSH

Market value$2.88M

1.72%

Sole

0.00

Shared

0.00

None

16.41K

Kroger

SOLE

COM

Shares40.95K

TypeSH

Market value$2.77M

1.65%

Sole

0.00

Shared

0.00

None

40.95K

D R Horton

SOLE

COM

Shares21.45K

TypeSH

Market value$2.73M

1.63%

Sole

0.00

Shared

0.00

None

21.45K

Home Depot

SOLE

COM

Shares7.28K

TypeSH

Market value$2.67M

1.59%

Sole

700.00

Shared

0.00

None

6.58K

Abbott Laboratories

SOLE

COM

Shares20.03K

TypeSH

Market value$2.66M

1.58%

Sole

182.00

Shared

0.00

None

19.84K

American Express

SOLE

COM

Shares9.27K

TypeSH

Market value$2.49M

1.49%

Sole

0.00

Shared

0.00

None

9.27K

Exxon Mobil

SOLE

COM

Shares20.72K

TypeSH

Market value$2.46M

1.47%

Sole

6.67K

Shared

0.00

None

14.05K

Bristol-Myers Squibb

SOLE

COM

Shares40.31K

TypeSH

Market value$2.46M

1.46%

Sole

7.47K

Shared

0.00

None

32.84K

S&P Global

SOLE

COM

Shares4.81K

TypeSH

Market value$2.44M

1.46%

Sole

500.00

Shared

0.00

None

4.31K

Chevron

SOLE

COM

Shares14.08K

TypeSH

Market value$2.36M

1.40%

Sole

716.00

Shared

0.00

None

13.37K

McDonald's Corp.

SOLE

COM

Shares7.23K

TypeSH

Market value$2.26M

1.35%

Sole

1.71K

Shared

0.00

None

5.52K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
JPMorgan ChaseSOLE	COM	45.60K	SH	$11.18M 6.66%	1.22K	44.37K
Johnson & JohnsonSOLE	COM	50.41K	SH	$8.36M 4.98%	6.47K	43.94K
Hoya Capital HousingSOLE	COM	153.82K	SH	$6.88M 4.10%	69.03K	84.79K
AppleSOLE	COM	30.12K	SH	$6.69M 3.99%	2.20K	27.92K
MicrosoftSOLE	COM	17.53K	SH	$6.58M 3.92%	800.00	16.73K
AbbvieSOLE	COM	22.06K	SH	$4.62M 2.75%	0.00	22.06K
United RentalsSOLE	COM	6.14K	SH	$3.85M 2.29%	197.00	5.94K
International Business MachineSOLE	COM	15.19K	SH	$3.78M 2.25%	1.61K	13.58K
Procter & GambleSOLE	COM	20.67K	SH	$3.52M 2.10%	2.44K	18.23K
Schwab, CharlesSOLE	COM	43.29K	SH	$3.39M 2.02%	0.00	43.29K
AmazonSOLE	COM	17.52K	SH	$3.33M 1.99%	0.00	17.52K
Alphabet Class CSOLE	COM	21.09K	SH	$3.29M 1.96%	205.00	20.88K
Wal-Mart StoresSOLE	COM	34.38K	SH	$3.02M 1.80%	0.00	34.38K
Waste ManagementSOLE	COM	12.70K	SH	$2.94M 1.75%	0.00	12.70K
Dover Corp.SOLE	COM	16.41K	SH	$2.88M 1.72%	0.00	16.41K
KrogerSOLE	COM	40.95K	SH	$2.77M 1.65%	0.00	40.95K
D R HortonSOLE	COM	21.45K	SH	$2.73M 1.63%	0.00	21.45K
Home DepotSOLE	COM	7.28K	SH	$2.67M 1.59%	700.00	6.58K
Abbott LaboratoriesSOLE	COM	20.03K	SH	$2.66M 1.58%	182.00	19.84K
American ExpressSOLE	COM	9.27K	SH	$2.49M 1.49%	0.00	9.27K
Exxon MobilSOLE	COM	20.72K	SH	$2.46M 1.47%	6.67K	14.05K
Bristol-Myers SquibbSOLE	COM	40.31K	SH	$2.46M 1.46%	7.47K	32.84K
S&P GlobalSOLE	COM	4.81K	SH	$2.44M 1.46%	500.00	4.31K
ChevronSOLE	COM	14.08K	SH	$2.36M 1.40%	716.00	13.37K
McDonald's Corp.SOLE	COM	7.23K	SH	$2.26M 1.35%	1.71K	5.52K

Page 1 of 5

…