Long-term investor

Pettee Investors, Inc. @petteeinvestorsinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001596901).

Record

  • Tracked since 2025-06-30 (431 days), 67 trades recorded
  • Returns: week n/a · month n/a · 90 days +3.8% · 6 months +8.0% · 1 year +17.3% · all +17.3%
  • Max drawdown 0.0% · Sharpe 1.59 · win rate 19% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • JPM · 7.3% · long · since 2025-06-30
  • JNJ · 5.2% · long · since 2025-06-30
  • AAPL · 4.2% · long · since 2025-06-30
  • URI · 3.9% · long · since 2025-06-30
  • 02079K107 · 3.7% · long · since 2025-06-30
  • G7997R103 · 3.7% · long · since 2025-06-30
  • 26922A230 · 3.6% · long · since 2025-06-30
  • MSFT · 3.5% · long · since 2025-06-30
  • INTC · 2.7% · long · since 2025-06-30
  • AMZN · 2.6% · long · since 2025-06-30
  • IBM · 2.3% · long · since 2025-06-30
  • GS · 1.9% · long · since 2025-06-30

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