Pettee Investors, Inc. Diversified Active

CIK: 0001596901 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 2, 2015

Total Value ($000): $95,577 (100.0% shares, 0.0% debt)

Holdings (60)

JNJ Johnson & Johnson 15.6%
Value ($000) $14,898 Shares 159,596 Est. Cost $65.75 Unrealized +10.2%
XOM Exxon Mobil 7.4%
Value ($000) $7,031 Shares 94,568 Est. Cost $55.85 Unrealized -12.1%
JPMorgan Chase 6.6%
Value ($000) $6,331 Shares 103,840 Est. Cost $58.48 Unrealized
PFE Pfizer 5.8%
Value ($000) $5,575 Shares 177,485 Est. Cost $17.65 Unrealized +16.7%
PG Procter & Gamble 4.0%
Value ($000) $3,803 Shares 52,866 Est. Cost $58.01 Unrealized -2.9%
BMY Bristol-Myers Squibb 3.8%
Value ($000) $3,666 Shares 61,941 Est. Cost $34.16 Unrealized +30.4%
General Electric 3.4%
Value ($000) $3,211 Shares 127,316 Est. Cost $28.03 Unrealized
PEP PepsiCo 3.2%
Value ($000) $3,031 Shares 32,140 Est. Cost $57.75 Unrealized +20.4%
NSRGY Nestle ADR 3.1%
Value ($000) $2,948 Shares 39,325 Est. Cost $73.43 Unrealized
DIS Disney 2.9%
Value ($000) $2,808 Shares 27,480 Est. Cost $61.69 Unrealized +61.7%
INTC Intel 2.6%
Value ($000) $2,456 Shares 81,474 Est. Cost $18.13 Unrealized +24.8%
Dow Chemical 2.5%
Value ($000) $2,427 Shares 57,242 Est. Cost $44.47 Unrealized
CLX Clorox 2.5%
Value ($000) $2,414 Shares 20,895 Est. Cost $63.81 Unrealized +31.4%
IBM International Business Machine 2.3%
Value ($000) $2,157 Shares 14,880 Est. Cost $106.40 Unrealized -10.4%
Merck 2.1%
Value ($000) $1,969 Shares 39,879 Est. Cost $50.04 Unrealized
CVX Chevron 1.9%
Value ($000) $1,843 Shares 23,369 Est. Cost $70.89 Unrealized -24.0%
ABBV Abbvie 1.8%
Value ($000) $1,688 Shares 31,018 Est. Cost $30.39 Unrealized +39.9%
MKC McCormick 1.6%
Value ($000) $1,561 Shares 18,998 Est. Cost $27.02 Unrealized +23.5%
SLB Schlumberger 1.5%
Value ($000) $1,438 Shares 20,853 Est. Cost $65.05 Unrealized -9.4%
ABT Abbott Laboratories 1.5%
Value ($000) $1,395 Shares 34,693 Est. Cost $29.23 Unrealized +32.7%
Celgene 1.4%
Value ($000) $1,347 Shares 12,446 Est. Cost $127.27 Unrealized
Express Scripts 1.4%
Value ($000) $1,296 Shares 16,009 Est. Cost $70.45 Unrealized
WMT Wal-Mart Stores 1.3%
Value ($000) $1,215 Shares 18,731 Est. Cost $20.33 Unrealized -7.0%
MCD McDonald's Corp. 1.3%
Value ($000) $1,195 Shares 12,125 Est. Cost $70.01 Unrealized +7.6%
AXP American Express 1.2%
Value ($000) $1,112 Shares 15,000 Est. Cost $69.27 Unrealized -4.4%
AAPL Apple 1.1%
Value ($000) $1,085 Shares 9,836 Est. Cost $19.49 Unrealized +34.9%
EMR Emerson Electric 1.1%
Value ($000) $1,027 Shares 23,261 Est. Cost $48.20 Unrealized -22.5%
McGraw Hill Financial 1.0%
Value ($000) $944 Shares 10,910 Est. Cost $78.21 Unrealized
3M 1.0%
Value ($000) $930 Shares 6,560 Est. Cost $140.23 Unrealized
HD Home Depot 0.9%
Value ($000) $839 Shares 7,263 Est. Cost $58.90 Unrealized +53.6%
WM Waste Management 0.9%
Value ($000) $832 Shares 16,696 Est. Cost $35.83 Unrealized +14.0%
Verizon Communications 0.9%
Value ($000) $819 Shares 18,834 Est. Cost $49.13 Unrealized
Zimmer Biomet 0.8%
Value ($000) $771 Shares 8,208 Est. Cost $93.20 Unrealized
Du Pont (E.I) de Nemours 0.7%
Value ($000) $629 Shares 13,060 Est. Cost $65.00 Unrealized
AMGN Amgen 0.7%
Value ($000) $628 Shares 4,542 Est. Cost $81.11 Unrealized +43.3%
Monsanto 0.6%
Value ($000) $609 Shares 7,136 Est. Cost $116.56 Unrealized
MSFT Microsoft 0.6%
Value ($000) $596 Shares 13,467 Est. Cost $30.02 Unrealized +29.7%
AT&T 0.6%
Value ($000) $575 Shares 17,664 Est. Cost $35.14 Unrealized
KMB Kimberly Clark 0.6%
Value ($000) $563 Shares 5,163 Est. Cost $66.36 Unrealized +16.6%
UNP Union Pacific 0.5%
Value ($000) $500 Shares 5,650 Est. Cost $68.37 Unrealized +5.6%
EFX Equifax 0.5%
Value ($000) $460 Shares 4,738 Est. Cost $57.60 Unrealized +56.3%
BK Bank of New York Mellon 0.4%
Value ($000) $413 Shares 10,560 Est. Cost $24.30 Unrealized +31.7%
UPS United Parcel Service 'B' 0.4%
Value ($000) $382 Shares 3,875 Est. Cost $65.53 Unrealized +3.5%
FIS Fidelity National Info. 0.4%
Value ($000) $337 Shares 5,020 Est. Cost $40.05 Unrealized +39.0%
YUM Yum! Brands 0.3%
Value ($000) $333 Shares 4,160 Est. Cost $40.89 Unrealized +21.9%
KO Coca-Cola 0.3%
Value ($000) $311 Shares 7,750 Est. Cost $26.95 Unrealized +7.0%
AMP Ameriprise Financial 0.3%
Value ($000) $273 Shares 2,500 Est. Cost $80.05 Unrealized +18.3%
MDLZ Mondelez 0.3%
Value ($000) $266 Shares 6,353 Est. Cost $25.52 Unrealized +33.3%
NSC Norfolk Southern 0.3%
Value ($000) $266 Shares 3,476 Est. Cost $65.71 Unrealized -0.9%
CVS CVS/Caremark 0.3%
Value ($000) $265 Shares 2,750 Est. Cost $77.80 Unrealized 0.0%
QCOM Qualcomm 0.3%
Value ($000) $259 Shares 4,821 Est. Cost $51.02 Unrealized -13.5%
Cisco Systems 0.3%
Value ($000) $250 Shares 9,538 Est. Cost $22.44 Unrealized
Dr. Pepper Snapple 0.3%
Value ($000) $250 Shares 3,168 Est. Cost $64.39 Unrealized
UNH United Healthcare 0.3%
Value ($000) $241 Shares 2,075 Est. Cost $101.20 Unrealized 0.0%
Alcoa 0.3%
Value ($000) $240 Shares 24,800 Est. Cost $10.65 Unrealized
CBRE CBRE Group 0.2%
Value ($000) $207 Shares 6,475 Est. Cost $35.48 Unrealized 0.0%
PM Philip Morris 0.2%
Value ($000) $204 Shares 2,566 Est. Cost $48.32 Unrealized +1.2%
SCHW Charles Schwab 0.2%
Value ($000) $203 Shares 7,108 Est. Cost $24.70 Unrealized +14.3%
F Ford Motor 0.2%
Value ($000) $183 Shares 13,500 Est. Cost $9.00 Unrealized -9.5%
CLVLY Clinuvel Pharmaceuticals 0.1%
Value ($000) $72 Shares 37,000 Est. Cost $3.43 Unrealized