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PI
Pettee Investors Portfolio holdings
AUM
$194M
1-Year Est. Return
21.67%
This Fund
S&P 500
1 Year Est. Return
+21.67%
AUM
$194M
AUM Growth
+$15.9M
(+8.9%)
Holding
119
Top Buys
| 1 | +$993K | |
| 2 | +$524K | |
| 3 | +$370K | |
| 4 |
Credo Technology Group
CRDO
|
+$310K |
| 5 |
Service Corp International
SCI
|
+$291K |
Top Sells
| 1 | +$495K | |
| 2 | +$219K | |
| 3 | +$208K | |
| 4 |
Mid-America Apartment Communities
MAA
|
+$207K |
| 5 |
Union Pacific
UNP
|
+$199K |
Sector Composition
| 1 | Technology | 21.98% |
| 2 | Financials | 16.09% |
| 3 | Industrials | 14.51% |
| 4 | Healthcare | 13.15% |
| 5 | Consumer Discretionary | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JPMorgan Chase
JPM
$901B
| $14.1M | 7.28% |
45,108
+1,728
|
|
||
2
Johnson & Johnson
JNJ
$558B
| $9.61M | 4.95% |
41,824
+1,074
|
|
||
3
Alphabet (Google) Class C
GOOG
$4.37T
| $8.15M | 4.2% |
21,335
+380
|
|
||
4
Apple
AAPL
$4.37T
| $8.1M | 4.17% |
29,848
+546
|
|
||
5
Microsoft
MSFT
$2.79T
| $7.75M | 3.99% |
19,012
+246
|
|
||
6
Hoya Capital Housing ETF
HOMZ
$34.4M
| $6.92M | 3.56% |
153,817
|
|
||
7
United Rentals
URI
$68.1B
| $6.71M | 3.45% |
6,986
+28
|
|
||
8
Amazon
AMZN
$2.55T
| $5.24M | 2.7% |
19,779
+56
|
|
||
9
Seagate
STX
$257B
| $5.2M | 2.68% |
7,725
|
|
||
10
Intel
INTC
$655B
| $4.57M | 2.35% |
48,364
+125
|
|
||
11
IBM
IBM
$229B
| $3.82M | 1.97% |
16,526
|
|
||
12
Walmart Inc
WMT
$936B
| $3.71M | 1.91% |
28,087
|
|
||
13
NVIDIA
NVDA
$5.04T
| $3.45M | 1.78% |
17,310
|
|
||
14
Goldman Sachs
GS
$330B
| $3.45M | 1.78% |
3,735
+12
|
|
||
15
Exxon Mobil
XOM
$565B
| $3.42M | 1.76% |
22,168
+1,104
|
|
||
16
D.R. Horton
DHI
$44.7B
| $3.3M | 1.7% |
21,455
|
|
||
17
American Express
AXP
$235B
| $2.95M | 1.52% |
9,143
|
|
||
18
Chevron
CVX
$345B
| $2.86M | 1.47% |
14,806
+744
|
|
||
19
Hubbell
HUBB
$27.7B
| $2.66M | 1.37% |
5,241
|
|
||
20
AbbVie
ABBV
$389B
| $2.61M | 1.35% |
12,370
|
|
||
21
Waste Management
WM
$86.5B
| $2.54M | 1.31% |
10,923
|
|
||
22
S&P Global
SPGI
$122B
| $2.34M | 1.2% |
5,425
+796
|
|
||
23
Procter & Gamble
PG
$352B
| $2.31M | 1.19% |
15,673
+659
|
|
||
24
Home Depot
HD
$333B
| $2.28M | 1.18% |
6,942
|
|
||
25
Labcorp
LH
$21.3B
| $2.24M | 1.15% |
8,725
+44
|
|