Pettee Investors, Inc. Diversified Active

CIK: 0001596901 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 5, 2015

Total Value ($000): $102,788 (100.0% shares, 0.0% debt)

Holdings (60)

JNJ Johnson & Johnson 15.1%
Value ($000) $15,554 Shares 159,596 Est. Cost $65.75 Unrealized +13.3%
XOM Exxon Mobil 7.5%
Value ($000) $7,760 Shares 93,268 Est. Cost $55.94 Unrealized -2.9%
JPMorgan Chase 6.9%
Value ($000) $7,043 Shares 103,940 Est. Cost $58.48 Unrealized
PFE Pfizer 5.7%
Value ($000) $5,891 Shares 175,685 Est. Cost $17.62 Unrealized +17.9%
PG Procter & Gamble 4.0%
Value ($000) $4,136 Shares 52,866 Est. Cost $58.01 Unrealized +3.4%
BMY Bristol-Myers Squibb 4.0%
Value ($000) $4,122 Shares 61,941 Est. Cost $34.16 Unrealized +34.7%
General Electric 3.3%
Value ($000) $3,364 Shares 126,611 Est. Cost $28.03 Unrealized
DIS Disney 3.1%
Value ($000) $3,142 Shares 27,530 Est. Cost $61.69 Unrealized +62.1%
PEP PepsiCo 2.9%
Value ($000) $3,004 Shares 32,190 Est. Cost $57.75 Unrealized +20.0%
Dow Chemical 2.8%
Value ($000) $2,929 Shares 57,242 Est. Cost $44.47 Unrealized
NSRGY Nestle ADR 2.8%
Value ($000) $2,840 Shares 39,325 Est. Cost $73.43 Unrealized
INTC Intel 2.4%
Value ($000) $2,478 Shares 81,474 Est. Cost $18.13 Unrealized +38.4%
IBM International Business Machine 2.4%
Value ($000) $2,420 Shares 14,880 Est. Cost $106.40 Unrealized -3.2%
Merck 2.1%
Value ($000) $2,208 Shares 38,779 Est. Cost $50.06 Unrealized
CLX Clorox 2.1%
Value ($000) $2,173 Shares 20,895 Est. Cost $63.81 Unrealized +25.4%
ABBV Abbvie 2.0%
Value ($000) $2,084 Shares 31,018 Est. Cost $30.39 Unrealized +39.3%
CVX Chevron 2.0%
Value ($000) $2,062 Shares 21,369 Est. Cost $72.49 Unrealized -8.3%
SLB Schlumberger 1.7%
Value ($000) $1,797 Shares 20,853 Est. Cost $65.05 Unrealized +2.7%
ABT Abbott Laboratories 1.7%
Value ($000) $1,703 Shares 34,693 Est. Cost $29.23 Unrealized +34.6%
MKC McCormick 1.5%
Value ($000) $1,538 Shares 18,998 Est. Cost $27.02 Unrealized +17.7%
Celgene 1.4%
Value ($000) $1,441 Shares 12,446 Est. Cost $127.27 Unrealized
Express Scripts 1.4%
Value ($000) $1,423 Shares 16,009 Est. Cost $70.45 Unrealized
WMT Wal-Mart Stores 1.3%
Value ($000) $1,307 Shares 18,431 Est. Cost $20.35 Unrealized +2.6%
EMR Emerson Electric 1.3%
Value ($000) $1,290 Shares 23,261 Est. Cost $48.20 Unrealized -8.2%
AXP American Express 1.1%
Value ($000) $1,166 Shares 15,000 Est. Cost $69.27 Unrealized -1.8%
MCD McDonald's Corp. 1.1%
Value ($000) $1,153 Shares 12,125 Est. Cost $70.01 Unrealized +5.9%
AAPL Apple 1.1%
Value ($000) $1,149 Shares 9,156 Est. Cost $18.98 Unrealized +50.4%
McGraw Hill Financial 1.1%
Value ($000) $1,096 Shares 10,910 Est. Cost $78.21 Unrealized
3M 1.0%
Value ($000) $1,012 Shares 6,560 Est. Cost $140.23 Unrealized
Zimmer Holdings 0.9%
Value ($000) $897 Shares 8,208 Est. Cost $93.20 Unrealized
Verizon Communications 0.9%
Value ($000) $878 Shares 18,834 Est. Cost $49.13 Unrealized
Du Pont (E.I) de Nemours 0.8%
Value ($000) $835 Shares 13,060 Est. Cost $65.00 Unrealized
Monsanto 0.8%
Value ($000) $819 Shares 7,686 Est. Cost $116.56 Unrealized
HD Home Depot 0.8%
Value ($000) $807 Shares 7,263 Est. Cost $58.90 Unrealized +47.9%
WM Waste Management 0.8%
Value ($000) $774 Shares 16,696 Est. Cost $35.83 Unrealized +14.2%
AMGN Amgen 0.7%
Value ($000) $697 Shares 4,542 Est. Cost $81.11 Unrealized +45.0%
AT&T 0.6%
Value ($000) $627 Shares 17,664 Est. Cost $35.14 Unrealized
MSFT Microsoft 0.6%
Value ($000) $594 Shares 13,467 Est. Cost $30.02 Unrealized +30.9%
KMB Kimberly Clark 0.5%
Value ($000) $547 Shares 5,163 Est. Cost $66.36 Unrealized +14.3%
UNP Union Pacific 0.5%
Value ($000) $515 Shares 5,400 Est. Cost $68.19 Unrealized +20.2%
EFX Equifax 0.4%
Value ($000) $460 Shares 4,738 Est. Cost $57.60 Unrealized +53.0%
BK Bank of New York Mellon 0.4%
Value ($000) $443 Shares 10,560 Est. Cost $24.30 Unrealized +34.5%
YUM Yum! Brands 0.4%
Value ($000) $375 Shares 4,160 Est. Cost $40.89 Unrealized +27.1%
AMP Ameriprise Financial 0.3%
Value ($000) $312 Shares 2,500 Est. Cost $80.05 Unrealized +27.1%
FIS Fidelity National Info. 0.3%
Value ($000) $310 Shares 5,020 Est. Cost $40.05 Unrealized +33.1%
KO Coca-Cola 0.3%
Value ($000) $304 Shares 7,750 Est. Cost $26.95 Unrealized +7.8%
NSC Norfolk Southern 0.3%
Value ($000) $304 Shares 3,476 Est. Cost $65.71 Unrealized +17.9%
QCOM Qualcomm 0.3%
Value ($000) $302 Shares 4,821 Est. Cost $51.02 Unrealized -1.4%
Hospira 0.3%
Value ($000) $284 Shares 3,199 Est. Cost $87.84 Unrealized
Alcoa 0.3%
Value ($000) $277 Shares 24,800 Est. Cost $10.65 Unrealized
Cisco Systems 0.3%
Value ($000) $261 Shares 9,538 Est. Cost $22.44 Unrealized
MDLZ Mondelez 0.3%
Value ($000) $261 Shares 6,353 Est. Cost $25.52 Unrealized +20.9%
UPS United Parcel Service 'B' 0.2%
Value ($000) $254 Shares 2,625 Est. Cost $64.45 Unrealized +5.1%
SCHW Charles Schwab 0.2%
Value ($000) $232 Shares 7,108 Est. Cost $24.70 Unrealized +12.3%
Dr. Pepper Snapple 0.2%
Value ($000) $231 Shares 3,168 Est. Cost $64.39 Unrealized
Zoetis 0.2%
Value ($000) $212 Shares 4,400 Est. Cost $46.36 Unrealized
PM Philip Morris 0.2%
Value ($000) $206 Shares 2,566 Est. Cost $48.32 Unrealized 0.0%
F Ford Motor 0.2%
Value ($000) $203 Shares 13,500 Est. Cost $9.00 Unrealized -2.8%
CAT Caterpillar 0.2%
Value ($000) $201 Shares 2,365 Est. Cost $65.86 Unrealized 0.0%
CLVLY Clinuvel Pharmaceuticals 0.1%
Value ($000) $81 Shares 37,000 Est. Cost $3.43 Unrealized