Managed by Pettee Investors, Inc. • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | J JNJ — | $14.5M | 93.5K | 0.00% | — |
| 6 | J JNJ — | $14.4M | 91.9K | 0.00% | — |
| 7 | V VYLD — | $14M | 43.4K | 0.00% | — |
| 8 | V VYLD — | $13.7M | 43.4K | 0.00% | — |
| 9 | V VYLD — | $13.2M | 45.6K | 0.00% | — |
| 10 | V VYLD — | $13M | 61.6K | 0.00% | — |
| 11 | V VYLD — | $12.5M | 62.5K | 0.00% | — |
| 12 | V VYLD — | $12.5M | 61.6K | 0.00% | — |
| 13 | V VYLD — | $11.2M | 45.6K | 0.00% | — |
| 14 | V VYLD — | $10.6M | 62.5K | 0.00% | — |
| 15 | J JNJ — | $9.4M | 57.7K | 0.00% | — |
| 16 | M MSFT — | $9.3M | 18.0K | 0.00% | — |
| 17 | A AAPL — | $9.2M | 36.8K | 0.00% | — |
| 18 | V VYLD — | $9.2M | 63.1K | 0.00% | — |
| 19 | V VYLD — | $9.2M | 63.2K | 0.00% | — |
| 20 | M MSFT — | $9.1M | 18.8K | 0.00% | — |