PETTEE INVESTORS, INC.

Filed: 8/1/2025ACC: 0001596901-25-000003

📋 What this filing means

PETTEE INVESTORS, INC. filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $167.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

109

Positions

$167.21M

Total AUM (reported)

1.42M

Total Shares

Allocation by class

COM$167.21M100.0%

Portfolio Concentration

Top 3$29.39M17.6%

4–10$32.98M19.7%

11–25$39.18M23.4%

Rest$65.66M39.3%

Top 3 weight

17.6%

Top 10 weight

37.3%

Voting Authority Distribution

Total shares with voting rights: 1.42M

Sole

Full voting authority

195.10K

% of voting shares13.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.23M

% of voting shares86.3%

Investment Discretion (by position count)

Sole109

Shared0

Other0

Dominant voting typeNone · 86.3% of voting shares

Institutional Holdings109

Rows:

JPMorgan Chase

SOLE

COM

Shares45.60K

TypeSH

Market value$13.22M

7.91%

Sole

1.22K

Shared

0.00

None

44.37K

Microsoft

SOLE

COM

Shares17.15K

TypeSH

Market value$8.53M

5.10%

Sole

800.00

Shared

0.00

None

16.35K

Johnson & Johnson

SOLE

COM

Shares50.03K

TypeSH

Market value$7.64M

4.57%

Sole

6.47K

Shared

0.00

None

43.56K

Hoya Capital Housing

SOLE

COM

Shares153.82K

TypeSH

Market value$6.68M

4.00%

Sole

69.03K

Shared

0.00

None

84.79K

Apple

SOLE

COM

Shares29.37K

TypeSH

Market value$6.03M

3.60%

Sole

2.20K

Shared

0.00

None

27.17K

United Rentals

SOLE

COM

Shares6.13K

TypeSH

Market value$4.62M

2.76%

Sole

197.00

Shared

0.00

None

5.93K

International Business Machine

SOLE

COM

Shares14.82K

TypeSH

Market value$4.37M

2.61%

Sole

1.61K

Shared

0.00

None

13.21K

Abbvie

SOLE

COM

Shares21.57K

TypeSH

Market value$4.00M

2.40%

Sole

0.00

Shared

0.00

None

21.57K

Amazon

SOLE

COM

Shares16.79K

TypeSH

Market value$3.68M

2.20%

Sole

0.00

Shared

0.00

None

16.79K

Alphabet Class C

SOLE

COM

Shares20.29K

TypeSH

Market value$3.60M

2.15%

Sole

205.00

Shared

0.00

None

20.09K

Procter & Gamble

SOLE

COM

Shares20.26K

TypeSH

Market value$3.23M

1.93%

Sole

2.44K

Shared

0.00

None

17.83K

Wal-Mart Stores

SOLE

COM

Shares32.88K

TypeSH

Market value$3.22M

1.92%

Sole

0.00

Shared

0.00

None

32.88K

American Express

SOLE

COM

Shares9.21K

TypeSH

Market value$2.94M

1.76%

Sole

0.00

Shared

0.00

None

9.21K

Kroger

SOLE

COM

Shares40.95K

TypeSH

Market value$2.94M

1.76%

Sole

0.00

Shared

0.00

None

40.95K

Waste Management

SOLE

COM

Shares12.70K

TypeSH

Market value$2.91M

1.74%

Sole

0.00

Shared

0.00

None

12.70K

D R Horton

SOLE

COM

Shares21.45K

TypeSH

Market value$2.77M

1.65%

Sole

0.00

Shared

0.00

None

21.45K

Abbott Laboratories

SOLE

COM

Shares19.36K

TypeSH

Market value$2.63M

1.57%

Sole

182.00

Shared

0.00

None

19.18K

Disney

SOLE

COM

Shares20.88K

TypeSH

Market value$2.59M

1.55%

Sole

1.50K

Shared

0.00

None

19.38K

Home Depot

SOLE

COM

Shares6.94K

TypeSH

Market value$2.55M

1.52%

Sole

700.00

Shared

0.00

None

6.24K

S&P Global

SOLE

COM

Shares4.63K

TypeSH

Market value$2.44M

1.46%

Sole

500.00

Shared

0.00

None

4.13K

Labcorp Holdings

SOLE

COM

Shares8.78K

TypeSH

Market value$2.30M

1.38%

Sole

0.00

Shared

0.00

None

8.78K

Exxon Mobil

SOLE

COM

Shares20.72K

TypeSH

Market value$2.23M

1.34%

Sole

6.67K

Shared

0.00

None

14.05K

Equifax

SOLE

COM

Shares8.57K

TypeSH

Market value$2.22M

1.33%

Sole

680.00

Shared

0.00

None

7.89K

McDonald's Corp.

SOLE

COM

Shares7.23K

TypeSH

Market value$2.11M

1.26%

Sole

1.71K

Shared

0.00

None

5.52K

Nestle ADR

SOLE

COM

Shares21.27K

TypeSH

Market value$2.11M

1.26%

Sole

Shared

0.00

None

16.27K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
JPMorgan ChaseSOLE	COM	45.60K	SH	$13.22M 7.91%	1.22K	44.37K
MicrosoftSOLE	COM	17.15K	SH	$8.53M 5.10%	800.00	16.35K
Johnson & JohnsonSOLE	COM	50.03K	SH	$7.64M 4.57%	6.47K	43.56K
Hoya Capital HousingSOLE	COM	153.82K	SH	$6.68M 4.00%	69.03K	84.79K
AppleSOLE	COM	29.37K	SH	$6.03M 3.60%	2.20K	27.17K
United RentalsSOLE	COM	6.13K	SH	$4.62M 2.76%	197.00	5.93K
International Business MachineSOLE	COM	14.82K	SH	$4.37M 2.61%	1.61K	13.21K
AbbvieSOLE	COM	21.57K	SH	$4.00M 2.40%	0.00	21.57K
AmazonSOLE	COM	16.79K	SH	$3.68M 2.20%	0.00	16.79K
Alphabet Class CSOLE	COM	20.29K	SH	$3.60M 2.15%	205.00	20.09K
Procter & GambleSOLE	COM	20.26K	SH	$3.23M 1.93%	2.44K	17.83K
Wal-Mart StoresSOLE	COM	32.88K	SH	$3.22M 1.92%	0.00	32.88K
American ExpressSOLE	COM	9.21K	SH	$2.94M 1.76%	0.00	9.21K
KrogerSOLE	COM	40.95K	SH	$2.94M 1.76%	0.00	40.95K
Waste ManagementSOLE	COM	12.70K	SH	$2.91M 1.74%	0.00	12.70K
D R HortonSOLE	COM	21.45K	SH	$2.77M 1.65%	0.00	21.45K
Abbott LaboratoriesSOLE	COM	19.36K	SH	$2.63M 1.57%	182.00	19.18K
DisneySOLE	COM	20.88K	SH	$2.59M 1.55%	1.50K	19.38K
Home DepotSOLE	COM	6.94K	SH	$2.55M 1.52%	700.00	6.24K
S&P GlobalSOLE	COM	4.63K	SH	$2.44M 1.46%	500.00	4.13K
Labcorp HoldingsSOLE	COM	8.78K	SH	$2.30M 1.38%	0.00	8.78K
Exxon MobilSOLE	COM	20.72K	SH	$2.23M 1.34%	6.67K	14.05K
EquifaxSOLE	COM	8.57K	SH	$2.22M 1.33%	680.00	7.89K
McDonald's Corp.SOLE	COM	7.23K	SH	$2.11M 1.26%	1.71K	5.52K
Nestle ADRSOLE	COM	21.27K	SH	$2.11M 1.26%	5K	16.27K

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