Portfolio (Quarterly) Guide ↗

Pettee Investors, Inc.

· CIK 0001596901

13F Portfolio $194M AUM 115 positions Filed May 4, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 20 Added 11 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AKAM	Akamai Technologies	Technology	5,675	$495K	0.28%	SOLD
2	ICLR	Icon PLC	Healthcare	1,200	$219K	0.12%	SOLD
3	CTSH	Cognizant Technology Solutions	Technology	2,500	$208K	0.12%	SOLD
4	MAA	Mid America Apartment Communit	Real Estate	1,490	$207K	0.12%	SOLD

Sector Allocation

Technology 24.6%

Financial Services 18.3%

Industrials 15.8%

Healthcare 13.8%

Consumer Cyclical 10.6%

Consumer Defensive 5.8%

Energy 4.5%

Communication Services 2.2%

Utilities 1.7%

Basic Materials 1.6%