PETTEE INVESTORS, INC.

Filed: 5/4/2026ACC: 0001596901-26-000002

📋 What this filing means

PETTEE INVESTORS, INC. filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $194.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

115

Positions

$194.20M

Total AUM (reported)

1.36M

Total Shares

Allocation by class

COM$194.20M100.0%

Portfolio Concentration

Top 3$31.89M16.4%

4–10$44.49M22.9%

11–25$43.95M22.6%

Rest$73.87M38.0%

Top 3 weight

16.4%

Top 10 weight

39.3%

Voting Authority Distribution

Total shares with voting rights: 1.36M

Sole

Full voting authority

196.14K

% of voting shares14.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.16M

% of voting shares85.5%

Investment Discretion (by position count)

Sole115

Shared0

Other0

Dominant voting typeNone · 85.5% of voting shares

Institutional Holdings115

Rows:

JPMorgan Chase

SOLE

COM

Shares45.11K

TypeSH

Market value$14.13M

7.28%

Sole

692.00

Shared

0.00

None

44.42K

Johnson & Johnson

SOLE

COM

Shares41.82K

TypeSH

Market value$9.61M

4.95%

Sole

6.47K

Shared

0.00

None

35.35K

Alphabet Class C

SOLE

COM

Shares21.34K

TypeSH

Market value$8.15M

4.20%

Sole

205.00

Shared

0.00

None

21.13K

Apple

SOLE

COM

Shares29.85K

TypeSH

Market value$8.10M

4.17%

Sole

2.20K

Shared

0.00

None

27.65K

Microsoft

SOLE

COM

Shares19.01K

TypeSH

Market value$7.75M

3.99%

Sole

950.00

Shared

0.00

None

18.06K

Hoya Capital Housing

SOLE

COM

Shares153.82K

TypeSH

Market value$6.92M

3.56%

Sole

69.03K

Shared

0.00

None

84.79K

United Rentals

SOLE

COM

Shares6.99K

TypeSH

Market value$6.71M

3.45%

Sole

197.00

Shared

0.00

None

6.79K

Amazon

SOLE

COM

Shares19.78K

TypeSH

Market value$5.24M

2.70%

Sole

1.26K

Shared

0.00

None

18.52K

Seagate

SOLE

COM

Shares7.72K

TypeSH

Market value$5.20M

2.68%

Sole

0.00

Shared

0.00

None

7.72K

Intel

SOLE

COM

Shares48.36K

TypeSH

Market value$4.57M

2.35%

Sole

2.80K

Shared

0.00

None

45.56K

International Business Machine

SOLE

COM

Shares16.53K

TypeSH

Market value$3.82M

1.97%

Sole

1.61K

Shared

0.00

None

14.92K

Wal-Mart Stores

SOLE

COM

Shares28.09K

TypeSH

Market value$3.71M

1.91%

Sole

0.00

Shared

0.00

None

28.09K

Nvidia Corp.

SOLE

COM

Shares17.31K

TypeSH

Market value$3.45M

1.78%

Sole

2.63K

Shared

0.00

None

14.68K

Goldman Sachs

SOLE

COM

Shares3.73K

TypeSH

Market value$3.45M

1.78%

Sole

210.00

Shared

0.00

None

3.52K

Exxon Mobil

SOLE

COM

Shares22.17K

TypeSH

Market value$3.42M

1.76%

Sole

6.67K

Shared

0.00

None

15.49K

D R Horton

SOLE

COM

Shares21.45K

TypeSH

Market value$3.30M

1.70%

Sole

0.00

Shared

0.00

None

21.45K

American Express

SOLE

COM

Shares9.14K

TypeSH

Market value$2.95M

1.52%

Sole

0.00

Shared

0.00

None

9.14K

Chevron

SOLE

COM

Shares14.81K

TypeSH

Market value$2.86M

1.47%

Sole

716.00

Shared

0.00

None

14.09K

Hubbell

SOLE

COM

Shares5.24K

TypeSH

Market value$2.66M

1.37%

Sole

0.00

Shared

0.00

None

5.24K

Abbvie

SOLE

COM

Shares12.37K

TypeSH

Market value$2.61M

1.35%

Sole

0.00

Shared

0.00

None

12.37K

Waste Management

SOLE

COM

Shares10.92K

TypeSH

Market value$2.54M

1.31%

Sole

0.00

Shared

0.00

None

10.92K

S&P Global

SOLE

COM

Shares5.42K

TypeSH

Market value$2.34M

1.20%

Sole

590.00

Shared

0.00

None

4.83K

Procter & Gamble

SOLE

COM

Shares15.67K

TypeSH

Market value$2.31M

1.19%

Sole

2.44K

Shared

0.00

None

13.24K

Home Depot

SOLE

COM

Shares6.94K

TypeSH

Market value$2.28M

1.18%

Sole

700.00

Shared

0.00

None

6.24K

Teledyne Technologies

SOLE

COM

Shares3.47K

TypeSH

Market value$2.24M

1.15%

Sole

0.00

Shared

0.00

None

3.47K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
JPMorgan ChaseSOLE	COM	45.11K	SH	$14.13M 7.28%	692.00	44.42K
Johnson & JohnsonSOLE	COM	41.82K	SH	$9.61M 4.95%	6.47K	35.35K
Alphabet Class CSOLE	COM	21.34K	SH	$8.15M 4.20%	205.00	21.13K
AppleSOLE	COM	29.85K	SH	$8.10M 4.17%	2.20K	27.65K
MicrosoftSOLE	COM	19.01K	SH	$7.75M 3.99%	950.00	18.06K
Hoya Capital HousingSOLE	COM	153.82K	SH	$6.92M 3.56%	69.03K	84.79K
United RentalsSOLE	COM	6.99K	SH	$6.71M 3.45%	197.00	6.79K
AmazonSOLE	COM	19.78K	SH	$5.24M 2.70%	1.26K	18.52K
SeagateSOLE	COM	7.72K	SH	$5.20M 2.68%	0.00	7.72K
IntelSOLE	COM	48.36K	SH	$4.57M 2.35%	2.80K	45.56K
International Business MachineSOLE	COM	16.53K	SH	$3.82M 1.97%	1.61K	14.92K
Wal-Mart StoresSOLE	COM	28.09K	SH	$3.71M 1.91%	0.00	28.09K
Nvidia Corp.SOLE	COM	17.31K	SH	$3.45M 1.78%	2.63K	14.68K
Goldman SachsSOLE	COM	3.73K	SH	$3.45M 1.78%	210.00	3.52K
Exxon MobilSOLE	COM	22.17K	SH	$3.42M 1.76%	6.67K	15.49K
D R HortonSOLE	COM	21.45K	SH	$3.30M 1.70%	0.00	21.45K
American ExpressSOLE	COM	9.14K	SH	$2.95M 1.52%	0.00	9.14K
ChevronSOLE	COM	14.81K	SH	$2.86M 1.47%	716.00	14.09K
HubbellSOLE	COM	5.24K	SH	$2.66M 1.37%	0.00	5.24K
AbbvieSOLE	COM	12.37K	SH	$2.61M 1.35%	0.00	12.37K
Waste ManagementSOLE	COM	10.92K	SH	$2.54M 1.31%	0.00	10.92K
S&P GlobalSOLE	COM	5.42K	SH	$2.34M 1.20%	590.00	4.83K
Procter & GambleSOLE	COM	15.67K	SH	$2.31M 1.19%	2.44K	13.24K
Home DepotSOLE	COM	6.94K	SH	$2.28M 1.18%	700.00	6.24K
Teledyne TechnologiesSOLE	COM	3.47K	SH	$2.24M 1.15%	0.00	3.47K

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