PETTEE INVESTORS, INC. Information

46 CLEARVIEW LANE, NEW CANAAN, Connecticut, 06840, (203) 966-3199

Report Date: 06/30/2014

Position Statistics

Total Positions 56
New Positions 0
Increased Positions 5
Decreased Positions 1
Positions with Activity 6
Sold Out Positions 0
Total Mkt Value (in $ millions) 111

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.05%
Capital Goods 1.22%
Conglomerates
Consumer Cyclical 0.21%
Consumer/Non-Cyclical 16.02%
Energy 12.71%
Financial 11.52%
Healthcare 32.05%
Services 10.59%
Technology 9.54%
Transportation 1.09%
Utilities

56 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JOHNSON & JOHNSON COM 17,043 New 159,896
EXXON MOBIL CORP COM 9,205 New 97,876
JPMORGAN CHASE & CO COM 6,557 New 108,851
PFIZER INC COM 5,902 New 199,592
PROCTER & GAMBLE CO COM 5,228 New 62,432
GENERAL ELECTRIC CO COM 3,686 New 143,888
NESTLE S A SPONSORED ADR 3,538 New 48,126
BRISTOL MYERS SQUIBB CO COM 3,442 New 67,261
PEPSICO INC COM 3,300 New 35,452
DOW CHEM CO COM 3,243 New 61,842
INTERNATIONAL BUSINESS MACHS COM 3,207 New 16,896
INTEL CORP COM 3,181 New 91,361
DISNEY WALT CO COM DISNEY 2,984 New 33,520
MERCK & CO INC NEW COM 2,784 New 46,963
CLOROX CO DEL COM 2,689 New 28,000
CHEVRON CORP NEW COM 2,581 New 21,634
SCHLUMBERGER LTD COM 2,288 New 22,503
ABBVIE INC COM 1,848 New 31,992
EMERSON ELEC CO COM 1,706 34 2.06 27,261
WAL-MART STORES INC COM 1,585 48 3.11 20,731


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