13F 机构持仓

Pettee Investors, Inc.

ROWAYTON CT · SEC CIK 0001596901

2026Q22026Q1 更早 9 个季度 🔒
$2.03亿2026Q2 申报市值
115持仓数
40.4%前十大占比 · 第一大 7.3%
2 / 5新建仓 / 清仓
申报市值走势$2.03亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JPM 7.3%
JNJ 5.2%
AAPL 4.2%
URI 3.9%
GOOG 3.7%
STX 3.7%
Hoya Capital H 3.6%
MSFT 3.5%
INTC 2.7%
AMZN 2.6%

2026Q2 买入最多 按季末市值估算

AMZN 加仓+$47.36万
POWL 新建仓+$27.20万
AVGO 加仓+$23.91万
CACI 新建仓+$22.00万
Labcorp Holdings 加仓+$21.70万

2026Q2 卖出最多 按季末市值估算

Du Pont (E.I) de 重新持有-$166.78万
INTC 减仓-$119.66万
Du Pont (E.I) de 清仓-$84.19万
WMT 减仓-$50.81万
WIX 清仓-$47.39万

2026Q2 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
— Du Pont (E.I) de Nemours $00.00%0 -6,146-100.0% -$84.19万 清仓
WIX WIX.com $00.00%0 -6,345-100.0% -$47.39万 清仓
CRM Salesforce $00.00%0 -1,253-100.0% -$22.12万 清仓
PAYX Paychex $00.00%0 -2,275-100.0% -$21.07万 清仓
VRSN Verisign $00.00%0 -765-100.0% -$20.55万 清仓
MAA Mid America Apartment Communit $20.01万0.10%1,440 -50-3.4% -$6,947 重新持有
SLB SLB Ltd. $20.18万0.10%4,341 -100-2.3% -$4,649 减仓
ICLR Icon PLC $20.85万0.10%1,200 00.0% — 重新持有
EVRG Evergy $21.81万0.11%2,523 00.0% — 不变
CACI CACI International $22.00万0.11%475 475— $22.00万 新建仓
TRV Travelers $22.45万0.11%680 00.0% — 不变
INTU Intuit $23.13万0.11%886 -115-11.5% -$3.00万 减仓
— Entergy $23.27万0.11%2,026 00.0% — 不变
— Blackstone Group $23.93万0.12%2,034 00.0% — 不变
WAT Waters Corp. $24.34万0.12%649 00.0% — 不变
— Match Group $24.72万0.12%6,496 00.0% — 不变
KO Coca-Cola $25.05万0.12%3,082 00.0% — 不变
HBAN Huntington Bancshares $25.98万0.13%14,652 -2,400-14.1% -$4.26万 减仓
— Cigna $26.77万0.13%971 00.0% — 不变
BAC Bank America $26.90万0.13%4,721 00.0% — 不变
POWL Powell Industries $27.20万0.13%950 950— $27.20万 新建仓
BDX Becton Dickinson $27.32万0.13%1,805 00.0% — 不变
CALM Cal-Maine Foods $27.63万0.14%3,430 00.0% — 不变
— IShares Russell 2000 Index $28.03万0.14%933 00.0% — 不变
APLE Apple Hospitality $28.58万0.14%17,000 00.0% — 不变
VZ Verizon Communications $29.24万0.14%6,906 00.0% — 不变
FAF First American Financial $29.32万0.14%4,275 00.0% — 不变
IWR Ishares Russell Midcap Index $31.99万0.16%2,900 00.0% — 不变
— Aecon Group $32.10万0.16%10,000 00.0% — 不变
BA Boeing $32.47万0.16%1,500 00.0% — 不变
DLR Digital Realty Trust $33.22万0.16%1,850 -50-2.6% -$8,979 减仓
ORCL Oracle $33.35万0.16%2,276 00.0% — 不变
— Apollo Global Mgmt. LLC $38.45万0.19%3,250 00.0% — 不变
NEM Newmont Mining Corp. $38.81万0.19%4,155 00.0% — 不变
PKG Packaging Corp. $38.96万0.19%1,635 00.0% — 不变
YUM Yum! Brands $40.32万0.20%2,522 00.0% — 不变
FDX FedEx $40.99万0.20%1,309 -50-3.7% -$1.57万 减仓
COF Capital One Financial $41.23万0.20%2,055 00.0% — 不变
MCO Moody's Corp. $41.85万0.21%924 00.0% — 不变
LPLA LPL Financial Holdings $41.97万0.21%1,490 00.0% — 不变
CEG Constellation Energy $44.36万0.22%1,786 00.0% — 不变
WLK Westlake Chemical Corp. $48.99万0.24%6,711 00.0% — 不变
KR Kroger $49.10万0.24%8,842 00.0% — 不变
NDAQ Nasdaq $53.01万0.26%6,725 2,67566.0% $21.08万 加仓
CLX Clorox $54.40万0.27%5,700 00.0% — 不变
AMP Ameriprise Financial $55.05万0.27%1,200 00.0% — 不变
MKC McCormick $57.41万0.28%11,386 00.0% — 不变
DLB Dolby Class A $58.31万0.29%11,090 00.0% — 不变
MMM 3M $61.20万0.30%3,780 -66-1.7% -$1.07万 减仓
WH Wyndham Hotels & Resorts $62.38万0.31%7,408 00.0% — 不变
CTVA Corteva $65.80万0.32%7,769 00.0% — 不变
BMY Bristol-Myers Squibb $68.88万0.34%11,954 00.0% — 不变
CRDO Credo Technology $69.21万0.34%2,545 00.0% — 不变
NEE Nextera Energy $74.63万0.37%8,503 00.0% — 不变
SCI Service Corp. Int'l. $75.96万0.37%10,000 00.0% — 不变
PWR Quanta Services $75.96万0.37%1,055 00.0% — 不变
ZTS Zoetis $76.60万0.38%10,660 -300-2.7% -$2.16万 减仓
CVS CVS/Caremark $81.52万0.40%7,880 00.0% — 不变
UNP Union Pacific $81.74万0.40%3,005 00.0% — 不变
— Du Pont (E.I) de Nemours $83.33万0.41%6,143 -12,295-66.7% -$166.78万 重新持有
CAT Caterpillar $83.38万0.41%783 00.0% — 不变
NFG National Fuel Gas $87.79万0.43%11,370 00.0% — 不变
UNH United Health Group $90.11万0.44%2,168 00.0% — 不变
— Hoya Capital High Dividend Yie $94.88万0.47%97,314 00.0% — 不变
J Jacobs Solutions $108.61万0.53%8,620 00.0% — 不变
AMGN Amgen $109.03万0.54%3,011 00.0% — 不变
ORI Old Republic $110.48万0.54%27,000 00.0% — 不变
EFX Equifax $116.80万0.57%7,359 -152-2.0% -$2.41万 减仓
RTX RTX $118.58万0.58%6,250 00.0% — 不变
GOOGL Alphabet Class A $118.75万0.58%3,323 220.7% $7,862 加仓
MRK Merck $121.63万0.60%9,465 00.0% — 不变
DOV Dover Corp. $123.53万0.61%5,508 00.0% — 不变
PEP PepsiCo $125.58万0.62%9,275 00.0% — 不变
LLY Eli Lilly $127.86万0.63%1,066 00.0% — 不变
LEA Lear Corp. $132.75万0.65%9,902 00.0% — 不变
PFE Pfizer $134.09万0.66%55,686 -2,273-3.9% -$5.47万 减仓
HII Huntington Ingalls Ind. $135.80万0.67%4,852 00.0% — 不变
HUM Humana $137.44万0.68%3,460 00.0% — 不变
GEV GE Vernova $140.87万0.69%1,199 00.0% — 不变
ABT Abbott Laboratories $141.49万0.70%15,593 -134-0.9% -$1.22万 减仓
BNY Bank of New York Mellon $142.47万0.70%9,852 00.0% — 不变
KRG Kite Realty Group $143.35万0.71%50,510 00.0% — 不变
MCD McDonald's Corp. $148.29万0.73%5,486 00.0% — 不变
Q Qnity $148.38万0.73%9,086 00.0% — 不变
LOW Lowes $164.84万0.81%7,476 -56-0.7% -$1.23万 减仓
AVGO Broadcom, Inc. $170.37万0.84%4,510 63316.3% $23.91万 加仓
DDOG Datadog $185.61万0.91%7,129 00.0% — 不变
DIS Disney $195.25万0.96%20,286 -100-0.5% -$9,625 减仓
SCHW Schwab, Charles $198.68万0.98%21,532 -275-1.3% -$2.54万 减仓
NSRGY Nestle ADR $198.87万0.98%19,309 -1,450-7.0% -$14.93万 减仓
EMR Emerson Electric $203.99万1.00%14,250 1,0708.1% $15.32万 加仓
SPGI S&P Global $220.94万1.09%5,425 00.0% — 不变
PG Procter & Gamble $229.83万1.13%15,673 00.0% — 不变
— Teledyne Technologies $231.48万1.14%3,471 00.0% — 不变
HD Home Depot $244.83万1.20%6,942 00.0% — 不变
CVX Chevron $245.42万1.21%14,806 00.0% — 不变
WM Waste Management $259.05万1.27%11,623 7006.4% $15.60万 加仓
— Labcorp Holdings $266.00万1.31%9,500 7758.9% $21.70万 加仓
WMT Wal-Mart Stores $267.30万1.32%23,601 -4,486-16.0% -$50.81万 减仓
AMAT Applied Materials $270.98万1.33%3,748 -43-1.1% -$3.11万 减仓