Pettee Investors, Inc.
SEC Form 13F institutional filer · CIK 0001596901
13F-HR · 94 reported holdings · 2026-03-31
Reported long-US-equity value
$0.17B
Top-10 concentration
42.3%
Pettee Investors, Inc. — $173M AUM allocation strategy
Pettee Investors, Inc. files SEC Form 13F and reports $173M of long US equity value across 94 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.0%, followed by Financials 11.8% and Health Care 7.0%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Pettee Investors, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$173M
total across 94 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$EMR +1.81K sh · +$342K+$JPM +1.73K sh · +$151K+$XOM +1.1K sh · +$886K
Biggest trims (shares)
−$BAC −2.1K sh · −$123K−$UNP −813 sh · −$73.4K−$PFE −606 sh · +$89.2K
Exited to nil (held last quarter, gone now)
$AKAM ($495K last qtr)$CTSH ($208K last qtr)$MAA ($207K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks8.2%—
- Technology Hardware, Storage & Peripherals7.7%—
- Pharmaceuticals5.5%—
- Interactive Media & Services4.7%—
- Semiconductors4.6%—
- Systems Software4.4%—
- Trading Companies & Distributors3.8%—
- Integrated Oil & Gas3.6%—
- Other holdings57.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $JPM | JP Morgan Chase & Co | 45.1K | $14.1M | +1.73K | 8.1% |
| $JNJ | Johnson & Johnson | 41.8K | $9.61M | +1.07K | 5.5% |
| $GOOGL | Alphabet Inc | 21.3K | $8.15M | +380 | 4.7% |
| $AAPL | Apple Inc | 29.8K | $8.1M | +546 | 4.7% |
| $MSFT | Microsoft Corporation | 19K | $7.75M | +246 | 4.5% |
| $URI | United Rentals Inc | 6.99K | $6.71M | +28 | 3.9% |
| $AMZN | Amazon.com Inc | 19.8K | $5.24M | +56 | 3.0% |
| $STX | Seagate Technology Holdings PLC | 7.72K | $5.2M | +0 | 3.0% |
| $INTC | Intel Corporation | 48.4K | $4.57M | +125 | 2.6% |
| $IBM | International Business Machines Corporation | 16.5K | $3.82M | +0 | 2.2% |
…and 84 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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