PETTEE INVESTORS, INC.

Filed: 11/4/2025ACC: 0001596901-25-000005

📋 What this filing means

PETTEE INVESTORS, INC. filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $181.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

108

Positions

$181.69M

Total AUM (reported)

1.38M

Total Shares

Allocation by class

COM$181.69M100.0%

Portfolio Concentration

Top 3$30.57M16.8%

4–10$38.45M21.2%

11–25$40.15M22.1%

Rest$72.52M39.9%

Top 3 weight

16.8%

Top 10 weight

38.0%

Voting Authority Distribution

Total shares with voting rights: 1.38M

Sole

Full voting authority

194.81K

% of voting shares14.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.19M

% of voting shares85.9%

Investment Discretion (by position count)

Sole108

Shared0

Other0

Dominant voting typeNone · 85.9% of voting shares

Institutional Holdings108

Rows:

JPMorgan Chase

SOLE

COM

Shares43.38K

TypeSH

Market value$13.68M

7.53%

Sole

724.00

Shared

0.00

None

42.66K

Microsoft

SOLE

COM

Shares18.01K

TypeSH

Market value$9.33M

5.13%

Sole

950.00

Shared

0.00

None

17.06K

Johnson & Johnson

SOLE

COM

Shares40.75K

TypeSH

Market value$7.56M

4.16%

Sole

6.47K

Shared

0.00

None

34.28K

Apple

SOLE

COM

Shares29.37K

TypeSH

Market value$7.48M

4.12%

Sole

2.20K

Shared

0.00

None

27.17K

Hoya Capital Housing

SOLE

COM

Shares153.82K

TypeSH

Market value$7.24M

3.98%

Sole

69.03K

Shared

0.00

None

84.79K

United Rentals

SOLE

COM

Shares6.16K

TypeSH

Market value$5.88M

3.24%

Sole

197.00

Shared

0.00

None

5.96K

Alphabet Class C

SOLE

COM

Shares21.10K

TypeSH

Market value$5.14M

2.83%

Sole

205.00

Shared

0.00

None

20.89K

International Business Machine

SOLE

COM

Shares16.93K

TypeSH

Market value$4.78M

2.63%

Sole

1.61K

Shared

0.00

None

15.32K

Amazon

SOLE

COM

Shares19.62K

TypeSH

Market value$4.31M

2.37%

Sole

1.09K

Shared

0.00

None

18.53K

D R Horton

SOLE

COM

Shares21.45K

TypeSH

Market value$3.64M

2.00%

Sole

0.00

Shared

0.00

None

21.45K

Nvidia Corp.

SOLE

COM

Shares17.62K

TypeSH

Market value$3.29M

1.81%

Sole

2.63K

Shared

0.00

None

14.99K

Abbvie

SOLE

COM

Shares13.99K

TypeSH

Market value$3.24M

1.78%

Sole

0.00

Shared

0.00

None

13.99K

Wal-Mart Stores

SOLE

COM

Shares29.55K

TypeSH

Market value$3.05M

1.68%

Sole

0.00

Shared

0.00

None

29.55K

American Express

SOLE

COM

Shares9.12K

TypeSH

Market value$3.03M

1.67%

Sole

0.00

Shared

0.00

None

9.12K

Goldman Sachs

SOLE

COM

Shares3.72K

TypeSH

Market value$2.96M

1.63%

Sole

210.00

Shared

0.00

None

3.51K

Home Depot

SOLE

COM

Shares6.94K

TypeSH

Market value$2.81M

1.55%

Sole

700.00

Shared

0.00

None

6.24K

Kroger

SOLE

COM

Shares40.95K

TypeSH

Market value$2.76M

1.52%

Sole

0.00

Shared

0.00

None

40.95K

Labcorp Holdings

SOLE

COM

Shares8.68K

TypeSH

Market value$2.49M

1.37%

Sole

0.00

Shared

0.00

None

8.68K

Procter & Gamble

SOLE

COM

Shares15.95K

TypeSH

Market value$2.45M

1.35%

Sole

2.44K

Shared

0.00

None

13.51K

Waste Management

SOLE

COM

Shares10.92K

TypeSH

Market value$2.41M

1.33%

Sole

0.00

Shared

0.00

None

10.92K

Disney

SOLE

COM

Shares20.84K

TypeSH

Market value$2.39M

1.31%

Sole

1.50K

Shared

0.00

None

19.34K

Newmont Mining Corp.

SOLE

COM

Shares27.95K

TypeSH

Market value$2.36M

1.30%

Sole

0.00

Shared

0.00

None

27.95K

Exxon Mobil

SOLE

COM

Shares20.64K

TypeSH

Market value$2.33M

1.28%

Sole

6.67K

Shared

0.00

None

13.96K

Equifax

SOLE

COM

Shares9.04K

TypeSH

Market value$2.32M

1.28%

Sole

730.00

Shared

0.00

None

8.31K

Abbott Laboratories

SOLE

COM

Shares16.91K

TypeSH

Market value$2.26M

1.25%

Sole

182.00

Shared

0.00

None

16.73K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
JPMorgan ChaseSOLE	COM	43.38K	SH	$13.68M 7.53%	724.00	42.66K
MicrosoftSOLE	COM	18.01K	SH	$9.33M 5.13%	950.00	17.06K
Johnson & JohnsonSOLE	COM	40.75K	SH	$7.56M 4.16%	6.47K	34.28K
AppleSOLE	COM	29.37K	SH	$7.48M 4.12%	2.20K	27.17K
Hoya Capital HousingSOLE	COM	153.82K	SH	$7.24M 3.98%	69.03K	84.79K
United RentalsSOLE	COM	6.16K	SH	$5.88M 3.24%	197.00	5.96K
Alphabet Class CSOLE	COM	21.10K	SH	$5.14M 2.83%	205.00	20.89K
International Business MachineSOLE	COM	16.93K	SH	$4.78M 2.63%	1.61K	15.32K
AmazonSOLE	COM	19.62K	SH	$4.31M 2.37%	1.09K	18.53K
D R HortonSOLE	COM	21.45K	SH	$3.64M 2.00%	0.00	21.45K
Nvidia Corp.SOLE	COM	17.62K	SH	$3.29M 1.81%	2.63K	14.99K
AbbvieSOLE	COM	13.99K	SH	$3.24M 1.78%	0.00	13.99K
Wal-Mart StoresSOLE	COM	29.55K	SH	$3.05M 1.68%	0.00	29.55K
American ExpressSOLE	COM	9.12K	SH	$3.03M 1.67%	0.00	9.12K
Goldman SachsSOLE	COM	3.72K	SH	$2.96M 1.63%	210.00	3.51K
Home DepotSOLE	COM	6.94K	SH	$2.81M 1.55%	700.00	6.24K
KrogerSOLE	COM	40.95K	SH	$2.76M 1.52%	0.00	40.95K
Labcorp HoldingsSOLE	COM	8.68K	SH	$2.49M 1.37%	0.00	8.68K
Procter & GambleSOLE	COM	15.95K	SH	$2.45M 1.35%	2.44K	13.51K
Waste ManagementSOLE	COM	10.92K	SH	$2.41M 1.33%	0.00	10.92K
DisneySOLE	COM	20.84K	SH	$2.39M 1.31%	1.50K	19.34K
Newmont Mining Corp.SOLE	COM	27.95K	SH	$2.36M 1.30%	0.00	27.95K
Exxon MobilSOLE	COM	20.64K	SH	$2.33M 1.28%	6.67K	13.96K
EquifaxSOLE	COM	9.04K	SH	$2.32M 1.28%	730.00	8.31K
Abbott LaboratoriesSOLE	COM	16.91K	SH	$2.26M 1.25%	182.00	16.73K

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