PI
| |
Pettee Investors, Inc.13F | |
| Pettee Investors, Inc. | |
| Last update 2024-08-02 | 116 Stocks (1 new) |
| Value $207.00 Mil | Turnover 1 % |
| Portfolio Report | |
Pettee Investors, Inc. Top Holdings of 2024-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM | JPMorgan Chase & Co | 61,581 | 12455.370 | -1.46% | 6.010 | -0.08% | 0.000 | +6.87% | +34.48% | 628966.173 | Banks | |
JNJ | Johnson & Johnson | 57,726 | 8437.230 | -37.18% | 4.070 | -2.29% | 0.000 | +9.69% | +8.30% | 399265.435 | Drug Manufacturers | |
AAPL | Apple Inc | 36,773 | 7745.130 | -0.15% | 3.730 | 0% | 0.000 | +2.67% | +20.31% | 3508506.654 | Hardware | |
MSFT | Microsoft Corp | 17,269 | 7718.380 | -3.22% | 3.720 | -0.10% | 0.000 | -4.38% | +13.53% | 3156068.097 | Software | |
HOMZ | Hoya Capital Housing ETF | 160,417 | 6859.000 | -1.37% | 3.310 | -0.04% | - | +4.79% | +15.45% | 46.373 | ||
NVDA | NVIDIA Corp | 45,650 | 5639.600 | -9.24% | 2.720 | -0.18% | 0.000 | +13.85% | +181.87% | 3423406.800 | Semiconductors | |
PG | Procter & Gamble Co | 25,912 | 4273.410 | -21.15% | 2.060 | -0.48% | 0.000 | +2.37% | +18.60% | 399367.976 | Consumer Packaged Goods | |
AMAT | Applied Materials Inc | 17,492 | 4127.940 | -6.79% | 1.990 | -0.11% | 0.000 | -16.66% | +13.34% | 150618.627 | Semiconductors | |
GOOG | Alphabet Inc | 20,498 | 3759.740 | -6.70% | 1.810 | -0.10% | 0.000 | -10.30% | +17.00% | 2013316.300 | Interactive Media | |
PWR | Quanta Services Inc | 14,592 | 3707.680 | 0% | 1.790 | 0% | 0.010 | +15.98% | +42.23% | 45175.730 | Construction |
Pettee Investors, Inc.'s Historical Top Holdings Breakdowns
Pettee Investors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JNJ | Johnson & Johnson | 2024-06-30 | Reduce | -2.29% | 144.38 ($148.72) 157.78 | $165.86 | 11.53% | Reduce -37.18% | 57,726 | -34,159 | |
ABBV | AbbVie Inc | 2024-06-30 | Reduce | -1.82% | 154.79 ($165.65) 180.76 | $187.88 | 13.42% | Reduce -69.64% | 10,265 | -23,550 | |
XOM | Exxon Mobil Corp | 2024-06-30 | Reduce | -1.27% | 108.36 ($116.47) 122.2 | $120.27 | 3.26% | Reduce -52.43% | 23,379 | -25,766 | |
MRK | Merck & Co Inc | 2024-06-30 | Reduce | -0.78% | 123.8 ($128.81) 132.96 | $106.38 | -17.41% | Reduce -45.88% | 16,514 | -14,000 | |
PEP | PepsiCo Inc | 2024-06-30 | Reduce | -0.67% | 163.33 ($172.59) 183.11 | $172.95 | 0.21% | Reduce -40.66% | 13,150 | -9,010 | |
BMY | Bristol-Myers Squibb Co | 2024-06-30 | Reduce | -0.60% | 40.25 ($44.75) 52.99 | $53.06 | 18.57% | Reduce -38.48% | 42,123 | -26,352 | |
PG | Procter & Gamble Co | 2024-06-30 | Reduce | -0.48% | 155.33 ($163.48) 168.56 | $169.58 | 3.73% | Reduce -21.15% | 25,912 | -6,950 | |
CLX | Clorox Co | 2024-06-30 | Reduce | -0.32% | 128.21 ($138.87) 151.65 | $159.02 | 14.51% | Reduce -27.77% | 13,071 | -5,025 | |
ABT | Abbott Laboratories | 2024-06-30 | Reduce | -0.29% | 100.73 ($106.03) 112.44 | $117.01 | 10.36% | Reduce -20.11% | 23,981 | -6,036 | |
NSRGY | Nestle SA | 2024-06-30 | Reduce | -0.29% | 99.65 ($104.03) 110.31 | $98.34 | -5.47% | Reduce -15.2% | 35,411 | -6,346 |
Pettee Investors, Inc. Total Holding History ($B)
Pettee Investors, Inc.'s Asset Allocation
Pettee Investors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Pettee Investors, Inc.'s Hypothetical Growth since 2024-06-30
Pettee Investors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pettee Investors, Inc.'s Holdings Heat Map
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Pettee Investors, Inc.'s Holdings Bubble Chart
Pettee Investors, Inc. News
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