$110 Million is the total value of Pettee Investors, Inc.'s 84 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMR | Buy | Emerson Electric | $1,809,000 | +1.3% | 27,261 | +2.1% | 1.64% | -2.0% |
| WMT | Buy | Wal-Mart Stores | $1,557,000 | +1.3% | 20,731 | +3.1% | 1.42% | -2.0% |
| CELG | Buy | Celgene | $1,254,000 | +23.1% | 14,596 | +100.0% | 1.14% | +19.0% |
| AAPL | Buy | Apple | $948,000 | +21.1% | 10,206 | +600.0% | 0.86% | +17.1% |
| DD | Buy | Du Pont (E.I) de Nemours | $904,000 | +3.9% | 13,810 | +6.6% | 0.82% | +0.5% |
| HD | Buy | Home Depot | $669,000 | +17.6% | 8,263 | +15.0% | 0.61% | +13.6% |
| UNP | Buy | Union Pacific | $519,000 | +6.4% | 5,200 | +100.0% | 0.47% | +2.8% |
| QCOM | Buy | Qualcomm | $517,000 | +11.2% | 6,521 | +10.6% | 0.47% | +7.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-11
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Johnson & Johnson | 40 | Q3 2023 | 17.3% |
| JPMorgan Chase | 40 | Q3 2023 | 8.0% |
| Exxon Mobil | 40 | Q3 2023 | 9.3% |
| Pfizer | 40 | Q3 2023 | 6.0% |
| Procter & Gamble | 40 | Q3 2023 | 4.8% |
| Bristol-Myers Squibb | 40 | Q3 2023 | 4.1% |
| Nestle ADR | 40 | Q3 2023 | 3.4% |
| PepsiCo | 40 | Q3 2023 | 3.4% |
| Intel | 40 | Q3 2023 | 3.3% |
| Disney | 40 | Q3 2023 | 3.1% |
View Pettee Investors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
View Pettee Investors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.