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 (464 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days -7.3% · 6 months +21.2% · 1 year +16.0% · all +16.0%
- Max drawdown n/a · data quality Good
- 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