PETTEE INVESTORS, INC.

Filed: 2/2/2026ACC: 0001596901-26-000001

📋 What this filing means

PETTEE INVESTORS, INC. filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $178.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

111

Positions

$178.32M

Total AUM (reported)

1.33M

Total Shares

Allocation by class

COM$178.32M100.0%

Portfolio Concentration

Top 3$31.49M17.7%

4–10$39.98M22.4%

11–25$38.61M21.7%

Rest$68.24M38.3%

Top 3 weight

17.7%

Top 10 weight

40.1%

Voting Authority Distribution

Total shares with voting rights: 1.33M

Sole

Full voting authority

196.05K

% of voting shares14.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.13M

% of voting shares85.3%

Investment Discretion (by position count)

Sole111

Shared0

Other0

Dominant voting typeNone · 85.3% of voting shares

Institutional Holdings111

Rows:

JPMorgan Chase

SOLE

COM

Shares43.38K

TypeSH

Market value$13.98M

7.84%

Sole

692.00

Shared

0.00

None

42.69K

Microsoft

SOLE

COM

Shares18.77K

TypeSH

Market value$9.08M

5.09%

Sole

950.00

Shared

0.00

None

17.82K

Johnson & Johnson

SOLE

COM

Shares40.75K

TypeSH

Market value$8.43M

4.73%

Sole

6.47K

Shared

0.00

None

34.28K

Apple

SOLE

COM

Shares29.30K

TypeSH

Market value$7.97M

4.47%

Sole

2.20K

Shared

0.00

None

27.10K

Hoya Capital Housing

SOLE

COM

Shares153.82K

TypeSH

Market value$6.98M

3.91%

Sole

69.03K

Shared

0.00

None

84.79K

Alphabet Class C

SOLE

COM

Shares20.95K

TypeSH

Market value$6.58M

3.69%

Sole

205.00

Shared

0.00

None

20.75K

United Rentals

SOLE

COM

Shares6.96K

TypeSH

Market value$5.63M

3.16%

Sole

197.00

Shared

0.00

None

6.76K

International Business Machine

SOLE

COM

Shares16.53K

TypeSH

Market value$4.90M

2.75%

Sole

1.61K

Shared

0.00

None

14.92K

Amazon

SOLE

COM

Shares19.72K

TypeSH

Market value$4.55M

2.55%

Sole

1.26K

Shared

0.00

None

18.46K

American Express

SOLE

COM

Shares9.14K

TypeSH

Market value$3.38M

1.90%

Sole

0.00

Shared

0.00

None

9.14K

Goldman Sachs

SOLE

COM

Shares3.72K

TypeSH

Market value$3.27M

1.84%

Sole

210.00

Shared

0.00

None

3.51K

Nvidia Corp.

SOLE

COM

Shares17.31K

TypeSH

Market value$3.23M

1.81%

Sole

2.63K

Shared

0.00

None

14.68K

Wal-Mart Stores

SOLE

COM

Shares28.09K

TypeSH

Market value$3.13M

1.75%

Sole

0.00

Shared

0.00

None

28.09K

D R Horton

SOLE

COM

Shares21.45K

TypeSH

Market value$3.09M

1.73%

Sole

0.00

Shared

0.00

None

21.45K

Abbvie

SOLE

COM

Shares12.37K

TypeSH

Market value$2.83M

1.59%

Sole

0.00

Shared

0.00

None

12.37K

Exxon Mobil

SOLE

COM

Shares21.06K

TypeSH

Market value$2.53M

1.42%

Sole

6.67K

Shared

0.00

None

14.39K

S&P Global

SOLE

COM

Shares4.63K

TypeSH

Market value$2.42M

1.36%

Sole

500.00

Shared

0.00

None

4.13K

Waste Management

SOLE

COM

Shares10.92K

TypeSH

Market value$2.40M

1.35%

Sole

0.00

Shared

0.00

None

10.92K

Home Depot

SOLE

COM

Shares6.94K

TypeSH

Market value$2.39M

1.34%

Sole

700.00

Shared

0.00

None

6.24K

Hubbell

SOLE

COM

Shares5.24K

TypeSH

Market value$2.33M

1.31%

Sole

0.00

Shared

0.00

None

5.24K

Disney

SOLE

COM

Shares20.39K

TypeSH

Market value$2.32M

1.30%

Sole

1.50K

Shared

0.00

None

18.89K

Schwab, Charles

SOLE

COM

Shares21.81K

TypeSH

Market value$2.18M

1.22%

Sole

0.00

Shared

0.00

None

21.81K

Labcorp Holdings

SOLE

COM

Shares8.68K

TypeSH

Market value$2.18M

1.22%

Sole

0.00

Shared

0.00

None

8.68K

GE Aerospace

SOLE

COM

Shares7.04K

TypeSH

Market value$2.17M

1.22%

Sole

700.00

Shared

0.00

None

6.34K

Procter & Gamble

SOLE

COM

Shares15.01K

TypeSH

Market value$2.15M

1.21%

Sole

2.44K

Shared

0.00

None

12.58K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
JPMorgan ChaseSOLE	COM	43.38K	SH	$13.98M 7.84%	692.00	42.69K
MicrosoftSOLE	COM	18.77K	SH	$9.08M 5.09%	950.00	17.82K
Johnson & JohnsonSOLE	COM	40.75K	SH	$8.43M 4.73%	6.47K	34.28K
AppleSOLE	COM	29.30K	SH	$7.97M 4.47%	2.20K	27.10K
Hoya Capital HousingSOLE	COM	153.82K	SH	$6.98M 3.91%	69.03K	84.79K
Alphabet Class CSOLE	COM	20.95K	SH	$6.58M 3.69%	205.00	20.75K
United RentalsSOLE	COM	6.96K	SH	$5.63M 3.16%	197.00	6.76K
International Business MachineSOLE	COM	16.53K	SH	$4.90M 2.75%	1.61K	14.92K
AmazonSOLE	COM	19.72K	SH	$4.55M 2.55%	1.26K	18.46K
American ExpressSOLE	COM	9.14K	SH	$3.38M 1.90%	0.00	9.14K
Goldman SachsSOLE	COM	3.72K	SH	$3.27M 1.84%	210.00	3.51K
Nvidia Corp.SOLE	COM	17.31K	SH	$3.23M 1.81%	2.63K	14.68K
Wal-Mart StoresSOLE	COM	28.09K	SH	$3.13M 1.75%	0.00	28.09K
D R HortonSOLE	COM	21.45K	SH	$3.09M 1.73%	0.00	21.45K
AbbvieSOLE	COM	12.37K	SH	$2.83M 1.59%	0.00	12.37K
Exxon MobilSOLE	COM	21.06K	SH	$2.53M 1.42%	6.67K	14.39K
S&P GlobalSOLE	COM	4.63K	SH	$2.42M 1.36%	500.00	4.13K
Waste ManagementSOLE	COM	10.92K	SH	$2.40M 1.35%	0.00	10.92K
Home DepotSOLE	COM	6.94K	SH	$2.39M 1.34%	700.00	6.24K
HubbellSOLE	COM	5.24K	SH	$2.33M 1.31%	0.00	5.24K
DisneySOLE	COM	20.39K	SH	$2.32M 1.30%	1.50K	18.89K
Schwab, CharlesSOLE	COM	21.81K	SH	$2.18M 1.22%	0.00	21.81K
Labcorp HoldingsSOLE	COM	8.68K	SH	$2.18M 1.22%	0.00	8.68K
GE AerospaceSOLE	COM	7.04K	SH	$2.17M 1.22%	700.00	6.34K
Procter & GambleSOLE	COM	15.01K	SH	$2.15M 1.21%	2.44K	12.58K

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