Pettee Investors, Inc. Diversified Active

CIK: 0001596901 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 26, 2015

Total Value ($000): $103,106 (100.0% shares, 0.0% debt)

Holdings (59)

JNJ Johnson & Johnson 15.6%
Value ($000) $16,055 Shares 159,596 Est. Cost $65.75 Unrealized +14.2%
XOM Exxon Mobil 7.7%
Value ($000) $7,936 Shares 93,368 Est. Cost $55.94 Unrealized -0.7%
JPMorgan Chase 6.1%
Value ($000) $6,273 Shares 103,540 Est. Cost $58.48 Unrealized
PFE Pfizer 5.9%
Value ($000) $6,112 Shares 175,687 Est. Cost $17.62 Unrealized +14.1%
PG Procter & Gamble 4.2%
Value ($000) $4,331 Shares 52,866 Est. Cost $58.01 Unrealized +9.6%
BMY Bristol-Myers Squibb 3.9%
Value ($000) $3,995 Shares 61,941 Est. Cost $34.16 Unrealized +27.2%
General Electric 3.0%
Value ($000) $3,122 Shares 125,811 Est. Cost $28.03 Unrealized
PEP PepsiCo 3.0%
Value ($000) $3,078 Shares 32,190 Est. Cost $57.75 Unrealized +20.7%
NSRGY Nestle ADR 2.9%
Value ($000) $2,972 Shares 39,325 Est. Cost $73.43 Unrealized
DIS Disney 2.8%
Value ($000) $2,893 Shares 27,580 Est. Cost $61.69 Unrealized +48.9%
Dow Chemical 2.6%
Value ($000) $2,718 Shares 56,642 Est. Cost $44.40 Unrealized
CLX Clorox 2.5%
Value ($000) $2,561 Shares 23,200 Est. Cost $63.81 Unrealized +25.3%
INTC Intel 2.4%
Value ($000) $2,475 Shares 79,149 Est. Cost $17.92 Unrealized +45.1%
IBM International Business Machine 2.3%
Value ($000) $2,388 Shares 14,880 Est. Cost $106.40 Unrealized -9.3%
CVX Chevron 2.2%
Value ($000) $2,244 Shares 21,369 Est. Cost $72.49 Unrealized -7.7%
Merck 2.2%
Value ($000) $2,229 Shares 38,779 Est. Cost $50.06 Unrealized
ABBV Abbvie 1.8%
Value ($000) $1,816 Shares 31,018 Est. Cost $30.39 Unrealized +27.8%
SLB Schlumberger 1.7%
Value ($000) $1,744 Shares 20,903 Est. Cost $65.05 Unrealized -5.7%
ABT Abbott Laboratories 1.6%
Value ($000) $1,607 Shares 34,693 Est. Cost $29.23 Unrealized +28.0%
WMT Wal-Mart Stores 1.5%
Value ($000) $1,516 Shares 18,431 Est. Cost $20.35 Unrealized +13.2%
MKC McCormick 1.4%
Value ($000) $1,465 Shares 18,998 Est. Cost $27.02 Unrealized +11.7%
Celgene 1.4%
Value ($000) $1,406 Shares 12,196 Est. Cost $127.50 Unrealized
Express Scripts 1.3%
Value ($000) $1,372 Shares 15,809 Est. Cost $70.21 Unrealized
EMR Emerson Electric 1.3%
Value ($000) $1,317 Shares 23,261 Est. Cost $48.20 Unrealized -10.0%
MCD McDonald's Corp. 1.1%
Value ($000) $1,182 Shares 12,125 Est. Cost $70.01 Unrealized +3.1%
AXP American Express 1.1%
Value ($000) $1,172 Shares 15,000 Est. Cost $69.27 Unrealized +2.5%
AAPL Apple 1.1%
Value ($000) $1,139 Shares 9,156 Est. Cost $18.98 Unrealized +41.4%
McGraw Hill Financial 1.1%
Value ($000) $1,128 Shares 10,910 Est. Cost $78.21 Unrealized
3M 1.0%
Value ($000) $1,082 Shares 6,560 Est. Cost $140.23 Unrealized
Zimmer Holdings 0.9%
Value ($000) $964 Shares 8,208 Est. Cost $93.20 Unrealized
Du Pont (E.I) de Nemours 0.9%
Value ($000) $933 Shares 13,060 Est. Cost $65.00 Unrealized
Verizon Communications 0.9%
Value ($000) $916 Shares 18,834 Est. Cost $49.13 Unrealized
WM Waste Management 0.9%
Value ($000) $905 Shares 16,696 Est. Cost $35.83 Unrealized +20.0%
Monsanto 0.8%
Value ($000) $865 Shares 7,686 Est. Cost $116.56 Unrealized
HD Home Depot 0.8%
Value ($000) $825 Shares 7,263 Est. Cost $58.90 Unrealized +44.9%
AMGN Amgen 0.7%
Value ($000) $726 Shares 4,542 Est. Cost $81.11 Unrealized +41.8%
AT&T 0.6%
Value ($000) $577 Shares 17,664 Est. Cost $35.14 Unrealized
UNP Union Pacific 0.5%
Value ($000) $563 Shares 5,200 Est. Cost $67.66 Unrealized +35.7%
KMB Kimberly Clark 0.5%
Value ($000) $553 Shares 5,163 Est. Cost $66.36 Unrealized +15.0%
MSFT Microsoft 0.5%
Value ($000) $547 Shares 13,467 Est. Cost $30.02 Unrealized +24.1%
EFX Equifax 0.4%
Value ($000) $441 Shares 4,738 Est. Cost $57.60 Unrealized +38.8%
BK Bank of New York Mellon 0.4%
Value ($000) $425 Shares 10,560 Est. Cost $24.30 Unrealized +22.4%
NSC Norfolk Southern 0.3%
Value ($000) $358 Shares 3,476 Est. Cost $65.71 Unrealized +28.1%
FIS Fidelity National Info. 0.3%
Value ($000) $342 Shares 5,020 Est. Cost $40.05 Unrealized +35.4%
QCOM Qualcomm 0.3%
Value ($000) $334 Shares 4,821 Est. Cost $51.02 Unrealized +1.2%
YUM Yum! Brands 0.3%
Value ($000) $327 Shares 4,160 Est. Cost $40.89 Unrealized +8.9%
AMP Ameriprise Financial 0.3%
Value ($000) $327 Shares 2,500 Est. Cost $80.05 Unrealized +30.7%
Alcoa 0.3%
Value ($000) $320 Shares 24,800 Est. Cost $10.65 Unrealized
KO Coca-Cola 0.3%
Value ($000) $314 Shares 7,750 Est. Cost $26.95 Unrealized +9.9%
Hospira 0.3%
Value ($000) $281 Shares 3,199 Est. Cost $87.84 Unrealized
Cisco Systems 0.3%
Value ($000) $263 Shares 9,538 Est. Cost $22.44 Unrealized
UPS United Parcel Service 'B' 0.2%
Value ($000) $254 Shares 2,625 Est. Cost $64.45 Unrealized +7.7%
Dr. Pepper Snapple 0.2%
Value ($000) $249 Shares 3,168 Est. Cost $64.39 Unrealized
MDLZ Mondelez 0.2%
Value ($000) $230 Shares 6,353 Est. Cost $25.52 Unrealized +11.0%
F Ford Motor 0.2%
Value ($000) $218 Shares 13,500 Est. Cost $9.00 Unrealized -1.9%
SCHW Charles Schwab 0.2%
Value ($000) $216 Shares 7,108 Est. Cost $24.70 Unrealized +2.8%
TRV Travelers 0.2%
Value ($000) $216 Shares 2,000 Est. Cost $78.95 Unrealized +6.4%
Zoetis 0.2%
Value ($000) $204 Shares 4,400 Est. Cost $46.36 Unrealized
CLVLY Clinuvel Pharmaceuticals 0.1%
Value ($000) $85 Shares 37,000 Est. Cost $3.43 Unrealized