Pettee Investors, Inc. Diversified Active

CIK: 0001596901 · Show all filings

Period: Q4 2013 (Next →)

Filing Date: Feb 10, 2014

Total Value ($000): $106,415 (100.0% shares, 0.0% debt)

Holdings (56)

JNJ Johnson & Johnson 15.1%
Value ($000) $16,019 Shares 174,897 Est. Cost $65.75 Unrealized 0.0%
XOM Exxon Mobil 9.3%
Value ($000) $9,905 Shares 97,876 Est. Cost $55.94 Unrealized 0.0%
JPMorgan Chase 6.0%
Value ($000) $6,366 Shares 108,852 Est. Cost $58.48 Unrealized
PFE Pfizer 5.7%
Value ($000) $6,114 Shares 199,592 Est. Cost $17.62 Unrealized 0.0%
PG Procter & Gamble 4.8%
Value ($000) $5,082 Shares 62,432 Est. Cost $58.01 Unrealized 0.0%
General Electric 3.8%
Value ($000) $4,033 Shares 143,888 Est. Cost $28.03 Unrealized
BMY Bristol-Myers Squibb 3.4%
Value ($000) $3,597 Shares 67,661 Est. Cost $34.16 Unrealized 0.0%
NSRGY Nestle ADR 3.3%
Value ($000) $3,534 Shares 48,126 Est. Cost $73.43 Unrealized
IBM International Business Machine 3.0%
Value ($000) $3,169 Shares 16,896 Est. Cost $106.40 Unrealized 0.0%
PEP PepsiCo 2.8%
Value ($000) $2,940 Shares 35,452 Est. Cost $57.75 Unrealized 0.0%
Dow Chemical 2.6%
Value ($000) $2,746 Shares 61,844 Est. Cost $44.40 Unrealized
CVX Chevron 2.5%
Value ($000) $2,702 Shares 21,634 Est. Cost $72.49 Unrealized 0.0%
CLX Clorox 2.4%
Value ($000) $2,597 Shares 28,000 Est. Cost $63.81 Unrealized 0.0%
DIS Disney 2.4%
Value ($000) $2,561 Shares 33,520 Est. Cost $61.69 Unrealized 0.0%
INTC Intel 2.2%
Value ($000) $2,371 Shares 91,361 Est. Cost $17.92 Unrealized 0.0%
Merck 2.2%
Value ($000) $2,351 Shares 46,963 Est. Cost $50.06 Unrealized
SLB Schlumberger 1.9%
Value ($000) $2,028 Shares 22,503 Est. Cost $65.05 Unrealized 0.0%
EMR Emerson Electric 1.8%
Value ($000) $1,875 Shares 26,711 Est. Cost $48.18 Unrealized 0.0%
ABBV Abbvie 1.6%
Value ($000) $1,689 Shares 31,992 Est. Cost $30.39 Unrealized 0.0%
WMT Wal-Mart Stores 1.5%
Value ($000) $1,583 Shares 20,106 Est. Cost $20.35 Unrealized 0.0%
MKC McCormick 1.4%
Value ($000) $1,530 Shares 22,198 Est. Cost $27.02 Unrealized 0.0%
ABT Abbott Laboratories 1.3%
Value ($000) $1,367 Shares 35,667 Est. Cost $29.23 Unrealized 0.0%
AXP American Express 1.3%
Value ($000) $1,361 Shares 15,000 Est. Cost $69.27 Unrealized 0.0%
Express Scripts 1.2%
Value ($000) $1,241 Shares 17,675 Est. Cost $70.21 Unrealized
Celgene 1.2%
Value ($000) $1,234 Shares 7,298 Est. Cost $169.09 Unrealized
MCD McDonald's Corp. 1.1%
Value ($000) $1,177 Shares 12,125 Est. Cost $70.01 Unrealized 0.0%
3M 1.0%
Value ($000) $1,105 Shares 7,880 Est. Cost $140.23 Unrealized
Verizon Communications 1.0%
Value ($000) $1,082 Shares 22,022 Est. Cost $49.13 Unrealized
McGraw Hill Financial 1.0%
Value ($000) $1,041 Shares 13,310 Est. Cost $78.21 Unrealized
Monsanto 0.9%
Value ($000) $996 Shares 8,545 Est. Cost $116.56 Unrealized
Du Pont (E.I) de Nemours 0.8%
Value ($000) $842 Shares 12,960 Est. Cost $64.97 Unrealized
AAPL Apple 0.8%
Value ($000) $818 Shares 1,458 Est. Cost $16.37 Unrealized 0.0%
Zimmer Holdings 0.7%
Value ($000) $765 Shares 8,208 Est. Cost $93.20 Unrealized
AT&T 0.6%
Value ($000) $691 Shares 19,665 Est. Cost $35.14 Unrealized
HD Home Depot 0.6%
Value ($000) $592 Shares 7,188 Est. Cost $58.72 Unrealized 0.0%
AMGN Amgen 0.5%
Value ($000) $585 Shares 5,126 Est. Cost $81.11 Unrealized 0.0%
MSFT Microsoft 0.5%
Value ($000) $576 Shares 15,387 Est. Cost $30.02 Unrealized 0.0%
BK Bank of New York Mellon 0.5%
Value ($000) $553 Shares 15,840 Est. Cost $24.30 Unrealized 0.0%
KMB Kimberly Clark 0.5%
Value ($000) $539 Shares 5,163 Est. Cost $66.36 Unrealized 0.0%
KO Coca-Cola 0.5%
Value ($000) $502 Shares 12,150 Est. Cost $26.95 Unrealized 0.0%
WM Waste Management 0.4%
Value ($000) $475 Shares 10,596 Est. Cost $33.88 Unrealized 0.0%
QCOM Qualcomm 0.4%
Value ($000) $438 Shares 5,896 Est. Cost $50.36 Unrealized 0.0%
UNP Union Pacific 0.4%
Value ($000) $437 Shares 2,600 Est. Cost $60.55 Unrealized 0.0%
EFX Equifax 0.3%
Value ($000) $327 Shares 4,738 Est. Cost $57.60 Unrealized 0.0%
NSC Norfolk Southern 0.3%
Value ($000) $323 Shares 3,476 Est. Cost $65.71 Unrealized 0.0%
YUM Yum! Brands 0.3%
Value ($000) $315 Shares 4,160 Est. Cost $40.89 Unrealized 0.0%
AMP Ameriprise Financial 0.3%
Value ($000) $288 Shares 2,500 Est. Cost $80.05 Unrealized 0.0%
UPS United Parcel Service 'B' 0.3%
Value ($000) $276 Shares 2,625 Est. Cost $64.45 Unrealized 0.0%
FIS Fidelity National Info. 0.3%
Value ($000) $269 Shares 5,020 Est. Cost $40.05 Unrealized 0.0%
Alcoa 0.2%
Value ($000) $264 Shares 24,800 Est. Cost $10.65 Unrealized
F Ford Motor 0.2%
Value ($000) $244 Shares 15,800 Est. Cost $9.00 Unrealized 0.0%
PM Philip Morris 0.2%
Value ($000) $224 Shares 2,566 Est. Cost $47.83 Unrealized 0.0%
MDLZ Mondelez 0.2%
Value ($000) $224 Shares 6,353 Est. Cost $25.52 Unrealized 0.0%
CAT Caterpillar 0.2%
Value ($000) $218 Shares 2,398 Est. Cost $62.67 Unrealized 0.0%
Cisco Systems 0.2%
Value ($000) $214 Shares 9,538 Est. Cost $22.44 Unrealized
Clinuvel Pharmaceuticals 0.0%
Value ($000) $20 Shares 23,100 Est. Cost $0.87 Unrealized