Pettee Investors
Pettee Investors reported 115 stocks worth $203M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are JPM (7.3%), JNJ (5.2%) and AAPL (4.2%). Compared with Q1 2026, the fund opened new positions in POWL, added to JPM, AMZN and IBM, trimmed JNJ, AAPL and STX and sold out of WIX, CRM and PAYX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JPM Jpmorgan Chase & Co. | $14.8M | 7.3% | 45K | +79 (+0%) | 8 of 8 | |
| 2 |  JNJ Johnson & Johnson | $10.6M | 5.2% | 42K | −205 (−0%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $8.6M | 4.2% | 30K | −106 (−0%) | 8 of 8 | |
| 4 |  URI United Rentals Inc | $7.9M | 3.9% | 6,986 | No change | 8 of 8 | |
| 5 |  GOOG Alphabet Inc | $7.5M | 3.7% | 21K | No change | 8 of 8 | |
| 6 |  STX Seagate Technology Hldngs PL | $7.4M | 3.6% | 7,695 | −30 (−0%) | 8 of 8 | |
| 7 |  HOMZ ETF Ser Solutions | $7.3M | 3.6% | 154K | No change | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $7.1M | 3.5% | 19K | −50 (−0%) | 8 of 8 | |
| 9 |  INTC Intel Corp | $5.6M | 2.7% | 40K | −8,570 (−18%) | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $5.2M | 2.5% | 22K | +1,987 (+10%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pettee Investors 13F FAQ
What does Pettee Investors own?
Pettee Investors reported 115 stocks worth $203M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are JPM (7.3%), JNJ (5.2%) and AAPL (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Pettee Investors buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 10 added to, 23 trimmed and 4 sold out. New positions include POWL. It sold all of WIX, CRM and PAYX.
When will Pettee Investors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pettee Investors's portfolio worth?
The Q2 2026 filing reports $203M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.