Pettee Investors, Inc. has filed its Form 13F-HR, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing, signed by Sheila Pettee, President and Chief Compliance Officer, lists a total of 131 equity securities.
The largest position disclosed in the portfolio is Old Republic International, for which the firm holds 2,700,000 shares. Other significant individual stock holdings include Pfizer, with 5,568,600 shares; Johnson & Johnson, with 11,321,341 shares; and Wal-Mart Stores, with 2,452,616 shares.
The filing also details the firm's exposure to exchange-traded funds and other investment vehicles. The largest ETF holding is the Hoya Capital High Dividend Yield ETF, with 97,314 shares. Additionally, Pettee Investors holds shares in the iShares Russell 2000 Index and the iShares Russell Midcap Index, as well as specific real estate investment trusts such as Kite Realty Group and Digital Realty Trust.
