Pettee Investors, Inc.
ROWAYTON CT · SEC CIK 0001596901
$1.94亿2026Q1 申报市值
115持仓数
39.3%前十大占比 · 第一大 7.3%
7 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NFG 新建仓+$95.94万
JPM 加仓+$54.13万
CRDO 新建仓+$44.29万
SPGI 加仓+$34.33万
SCI 加仓+$29.17万
2026Q1 卖出最多 按季末市值估算
AKAM 清仓-$49.51万
UNP 减仓-$21.91万
CTSH 清仓-$20.75万
BAC 减仓-$11.23万
FDX 减仓-$6.05万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AKAM | Akamai Technologies | $0 | 0.00% | 0 | -5,675 | -100.0% | -$49.51万 | 清仓 |
| ICLR | Icon PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTSH | Cognizant Technology Solutions | $0 | 0.00% | 0 | -2,500 | -100.0% | -$20.75万 | 清仓 |
| MAA | Mid America Apartment Communit | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WAT | Waters Corp. | $20.07万 | 0.10% | 649 | 649 | — | $20.07万 | 新建仓 |
| VRSN | Verisign | $20.55万 | 0.11% | 765 | 0 | 0.0% | — | 重新持有 |
| TRV | Travelers | $20.75万 | 0.11% | 680 | 680 | — | $20.75万 | 新建仓 |
| EVRG | Evergy | $20.90万 | 0.11% | 2,523 | 2,523 | — | $20.90万 | 新建仓 |
| PAYX | Paychex | $21.07万 | 0.11% | 2,275 | -100 | -4.2% | -$9,263 | 减仓 |
| CRM | Salesforce | $22.12万 | 0.11% | 1,253 | -129 | -9.3% | -$2.28万 | 减仓 |
| APLE | Apple Hospitality | $22.90万 | 0.12% | 17,000 | 0 | 0.0% | — | 不变 |
| — | Entergy | $23.89万 | 0.12% | 2,026 | 2,026 | — | $23.89万 | 新建仓 |
| KO | Coca-Cola | $24.27万 | 0.12% | 3,082 | 0 | 0.0% | — | 不变 |
| — | Match Group | $24.31万 | 0.13% | 6,496 | 0 | 0.0% | — | 不变 |
| BAC | Bank America | $25.24万 | 0.13% | 4,721 | -2,100 | -30.8% | -$11.23万 | 减仓 |
| SLB | SLB Ltd. | $25.26万 | 0.13% | 4,441 | 4,441 | — | $25.26万 | 新建仓 |
| — | Blackstone Group | $25.54万 | 0.13% | 2,034 | 0 | 0.0% | — | 不变 |
| — | IShares Russell 2000 Index | $25.93万 | 0.13% | 933 | 0 | 0.0% | — | 不变 |
| CALM | Cal-Maine Foods | $26.50万 | 0.14% | 3,430 | 0 | 0.0% | — | 不变 |
| BDX | Becton Dickinson | $26.90万 | 0.14% | 1,805 | -50 | -2.7% | -$7,452 | 减仓 |
| — | Cigna | $28.22万 | 0.15% | 971 | 0 | 0.0% | — | 不变 |
| HBAN | Huntington Bancshares | $28.58万 | 0.15% | 17,052 | 0 | 0.0% | — | 不变 |
| FAF | First American Financial | $29.98万 | 0.15% | 4,275 | 0 | 0.0% | — | 不变 |
| IWR | Ishares Russell Midcap Index | $30.26万 | 0.16% | 2,900 | 0 | 0.0% | — | 不变 |
| VZ | Verizon Communications | $33.17万 | 0.17% | 6,906 | 0 | 0.0% | — | 不变 |
| BA | Boeing | $34.35万 | 0.18% | 1,500 | 0 | 0.0% | — | 不变 |
| PKG | Packaging Corp. | $34.90万 | 0.18% | 1,635 | 0 | 0.0% | — | 不变 |
| — | Aecon Group | $35.90万 | 0.18% | 10,000 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle | $36.73万 | 0.19% | 2,276 | 0 | 0.0% | — | 不变 |
| NDAQ | Nasdaq | $37.22万 | 0.19% | 4,050 | 0 | 0.0% | — | 不变 |
| DLR | Digital Realty Trust | $38.18万 | 0.20% | 1,900 | 0 | 0.0% | — | 不变 |
| INTU | Intuit | $38.89万 | 0.20% | 1,001 | 0 | 0.0% | — | 不变 |
| COF | Capital One Financial | $39.31万 | 0.20% | 2,055 | 0 | 0.0% | — | 不变 |
| YUM | Yum! Brands | $40.26万 | 0.21% | 2,522 | 0 | 0.0% | — | 不变 |
| — | Apollo Global Mgmt. LLC | $41.83万 | 0.22% | 3,250 | 0 | 0.0% | — | 不变 |
| MCO | Moody's Corp. | $42.67万 | 0.22% | 924 | 0 | 0.0% | — | 不变 |
| CRDO | Credo Technology | $44.29万 | 0.23% | 2,545 | 2,545 | — | $44.29万 | 新建仓 |
| NEM | Newmont Mining Corp. | $46.16万 | 0.24% | 4,155 | -500 | -10.7% | -$5.55万 | 减仓 |
| WIX | WIX.com | $47.39万 | 0.24% | 6,345 | 0 | 0.0% | — | 不变 |
| LPLA | LPL Financial Holdings | $49.79万 | 0.26% | 1,490 | 0 | 0.0% | — | 不变 |
| FDX | FedEx | $54.81万 | 0.28% | 1,359 | -150 | -9.9% | -$6.05万 | 减仓 |
| CLX | Clorox | $54.97万 | 0.28% | 5,700 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy | $55.90万 | 0.29% | 1,786 | -160 | -8.2% | -$5.01万 | 减仓 |
| MMM | 3M | $56.35万 | 0.29% | 3,846 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Financial | $56.97万 | 0.29% | 1,200 | 0 | 0.0% | — | 不变 |
| MKC | McCormick | $57.89万 | 0.30% | 11,386 | 0 | 0.0% | — | 不变 |
| KR | Kroger | $60.19万 | 0.31% | 8,842 | 0 | 0.0% | — | 不变 |
| WH | Wyndham Hotels & Resorts | $60.29万 | 0.31% | 7,408 | 0 | 0.0% | — | 不变 |
| CTVA | Corteva | $62.94万 | 0.32% | 7,769 | 0 | 0.0% | — | 不变 |
| CVS | CVS/Caremark | $65.63万 | 0.34% | 7,880 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar | $69.70万 | 0.36% | 783 | 0 | 0.0% | — | 不变 |
| DLB | Dolby Class A | $71.13万 | 0.37% | 11,090 | 0 | 0.0% | — | 不变 |
| BMY | Bristol-Myers Squibb | $72.43万 | 0.37% | 11,954 | 730 | 6.5% | $4.42万 | 加仓 |
| PWR | Quanta Services | $76.78万 | 0.40% | 1,055 | 0 | 0.0% | — | 不变 |
| WLK | Westlake Chemical Corp. | $77.36万 | 0.40% | 6,711 | 0 | 0.0% | — | 不变 |
| UNH | United Health Group | $80.32万 | 0.41% | 2,168 | -87 | -3.9% | -$3.22万 | 减仓 |
| UNP | Union Pacific | $80.98万 | 0.42% | 3,005 | -813 | -21.3% | -$21.91万 | 减仓 |
| SCI | Service Corp. Int'l. | $81.03万 | 0.42% | 10,000 | 3,600 | 56.2% | $29.17万 | 加仓 |
| HUM | Humana | $81.81万 | 0.42% | 3,460 | 0 | 0.0% | — | 不变 |
| NEE | Nextera Energy | $83.23万 | 0.43% | 8,503 | 0 | 0.0% | — | 不变 |
| — | Du Pont (E.I) de Nemours | $84.19万 | 0.43% | 18,438 | 0 | 0.0% | — | 不变 |
| — | Hoya Capital High Dividend Yie | $92.84万 | 0.48% | 97,314 | 0 | 0.0% | — | 不变 |
| DDOG | Datadog | $94.24万 | 0.49% | 7,129 | 0 | 0.0% | — | 不变 |
| NFG | National Fuel Gas | $95.94万 | 0.49% | 11,370 | 11,370 | — | $95.94万 | 新建仓 |
| LLY | Eli Lilly | $99.63万 | 0.51% | 1,066 | 0 | 0.0% | — | 不变 |
| MRK | Merck | $103.34万 | 0.53% | 9,465 | 592 | 6.7% | $6.46万 | 加仓 |
| AMGN | Amgen | $104.26万 | 0.54% | 3,011 | 0 | 0.0% | — | 不变 |
| ORI | Old Republic | $107.86万 | 0.56% | 27,000 | 0 | 0.0% | — | 不变 |
| RTX | RTX | $110.04万 | 0.57% | 6,250 | 0 | 0.0% | — | 不变 |
| J | Jacobs Solutions | $111.55万 | 0.57% | 8,620 | 0 | 0.0% | — | 不变 |
| DOV | Dover Corp. | $124.71万 | 0.64% | 5,508 | 350 | 6.8% | $7.92万 | 加仓 |
| LEA | Lear Corp. | $125.88万 | 0.65% | 9,902 | 0 | 0.0% | — | 不变 |
| ZTS | Zoetis | $126.01万 | 0.65% | 10,960 | -150 | -1.4% | -$1.72万 | 减仓 |
| GOOGL | Alphabet Class A | $127.02万 | 0.65% | 3,301 | 0 | 0.0% | — | 不变 |
| Q | Qnity | $127.80万 | 0.66% | 9,086 | 0 | 0.0% | — | 不变 |
| GEV | GE Vernova | $129.91万 | 0.67% | 1,199 | 80 | 7.1% | $8.67万 | 加仓 |
| EFX | Equifax | $130.65万 | 0.67% | 7,511 | 359 | 5.0% | $6.24万 | 加仓 |
| KRG | Kite Realty Group | $132.13万 | 0.68% | 50,510 | 0 | 0.0% | — | 不变 |
| BNY | Bank of New York Mellon | $132.38万 | 0.68% | 9,852 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $142.79万 | 0.74% | 15,727 | 0 | 0.0% | — | 不变 |
| PEP | PepsiCo | $147.00万 | 0.76% | 9,275 | 1,029 | 12.5% | $16.31万 | 加仓 |
| AMAT | Applied Materials | $149.55万 | 0.77% | 3,791 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer | $154.75万 | 0.80% | 57,959 | -606 | -1.0% | -$1.62万 | 减仓 |
| MCD | McDonald's Corp. | $161.06万 | 0.83% | 5,486 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom, Inc. | $161.84万 | 0.83% | 3,877 | 0 | 0.0% | — | 不变 |
| HII | Huntington Ingalls Ind. | $176.75万 | 0.91% | 4,852 | 0 | 0.0% | — | 不变 |
| LOW | Lowes | $179.86万 | 0.93% | 7,532 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric | $185.10万 | 0.95% | 13,180 | 1,810 | 15.9% | $25.42万 | 加仓 |
| SCHW | Schwab, Charles | $199.84万 | 1.03% | 21,807 | 0 | 0.0% | — | 不变 |
| NSRGY | Nestle ADR | $209.83万 | 1.08% | 20,759 | 0 | 0.0% | — | 不变 |
| DIS | Disney | $211.50万 | 1.09% | 20,386 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $213.42万 | 1.10% | 7,361 | 323 | 4.6% | $9.36万 | 加仓 |
| — | Cisco Systems | $213.92万 | 1.10% | 23,379 | 175 | 0.8% | $1.60万 | 加仓 |
| — | Labcorp Holdings | $224.06万 | 1.15% | 8,725 | 44 | 0.5% | $1.13万 | 加仓 |
| — | Teledyne Technologies | $224.17万 | 1.15% | 3,471 | 0 | 0.0% | — | 不变 |
| HD | Home Depot | $228.25万 | 1.18% | 6,942 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble | $230.53万 | 1.19% | 15,673 | 659 | 4.4% | $9.69万 | 加仓 |
| SPGI | S&P Global | $233.94万 | 1.20% | 5,425 | 796 | 17.2% | $34.33万 | 加仓 |
| WM | Waste Management | $254.01万 | 1.31% | 10,923 | 0 | 0.0% | — | 不变 |
| ABBV | Abbvie | $261.40万 | 1.35% | 12,370 | 0 | 0.0% | — | 不变 |