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Independent Investors

Latest statistics and disclosures from Independent Investors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, JPM, WAT, JNJ, and represent 69.83% of Independent Investors's stock portfolio.
Added to shares of these 2 stocks: BLK, SEG.
Started 2 new stock positions in BLK, SEG.
Reduced shares in these 10 stocks: AAPL, MDLZ, ESI, BAX, , SLB, KMI, PEP, PG, MSFT.
Sold out of its positions in BAX, BlackRock, ESI, MDLZ, SLB.
Independent Investors was a net seller of stock by $-5.3M.
Independent Investors has $505M in assets under management (AUM), dropping by 2.38%.
Central Index Key (CIK): 0001121908

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Portfolio Holdings for Independent Investors

Independent Investors holds 66 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	58.2	$294M		1.2M	250.42	View chart
Microsoft Corporation Common Stock (MSFT)	4.5	$23M		55k	421.50	View chart
JPMorgan Chase & Co. Common Stock (JPM)	2.7	$14M		57k	239.71	View chart
Waters Corporation Common Stock (WAT)	2.3	$12M		32k	370.98	View chart
Johnson & Johnson Common Stock (JNJ)	2.1	$10M		72k	144.62	View chart
Honeywell International Common Stock (HON)	1.9	$9.6M		42k	225.89	View chart
Procter & Gamble Company Common Stock (PG)	1.8	$9.1M		54k	167.65	View chart
AbbVie Common Stock (ABBV)	1.6	$8.1M		45k	177.70	View chart
Amgen Common Stock (AMGN)	1.6	$7.9M		30k	260.64	View chart
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)	1.4	$6.9M		15k	453.28	View chart
Exxon Mobil Corporation Common Stock (XOM)	1.3	$6.7M		62k	107.57	View chart
Emerson Electric Common Stock (EMR)	1.2	$6.1M		49k	123.93	View chart
Boeing Company Common Stock (BA)	1.1	$5.4M		31k	177.00	View chart
Qualcomm Common Stock (QCOM)	1.0	$5.3M		35k	153.62	View chart
McDonald's Corporation Common Stock (MCD)	1.0	$5.2M		18k	289.89	View chart
Walt Disney Company Common Stock (DIS)	1.0	$5.0M		45k	111.35	View chart
Oracle Corporation Common Stock (ORCL)	1.0	$5.0M		30k	166.64	View chart
Nike Common Stock (NKE)	0.9	$4.5M		60k	75.67	View chart
Norfolk Southern Corporation Common Stock (NSC)	0.8	$4.1M		18k	234.70	View chart
Abbott Laboratories Common Stock (ABT)	0.8	$4.1M		36k	113.11	View chart
Dover Corporation Common Stock (DOV)	0.8	$3.9M		21k	187.60	View chart
American Express Company Common Stock (AXP)	0.7	$3.6M		12k	296.79	View chart
United Parcel Service Common Stock (UPS)	0.6	$3.1M		25k	126.10	View chart
PepsiCo Common Stock (PEP)	0.6	$3.0M	-2%	20k	152.06	View chart
Union Pacific Corporation Common Stock (UNP)	0.5	$2.7M		12k	228.04	View chart
Costco Wholesale Corporation Common Stock (COST)	0.5	$2.6M		2.9k	916.27	View chart
Colgate-Palmolive Company Common Stock (CL)	0.5	$2.6M		28k	90.91	View chart
Home Depot Common Stock (HD)	0.5	$2.3M		6.0k	388.99	View chart
Coca-Cola Company Common Stock (KO)	0.4	$2.3M		36k	62.26	View chart
Howard Hughes Holdings Common Stock (HHH)	0.4	$2.2M		29k	76.92	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.4	$2.1M		11k	190.44	View chart
Goldman Sachs Group Common Stock (GS)	0.4	$2.1M		3.6k	572.62	View chart
L3Harris Technologies Common Stock (LHX)	0.4	$2.1M		9.7k	210.28	View chart
Novartis Common Stock (NVS)	0.3	$1.7M		18k	97.31	View chart
NVIDIA Corporation Common Stock (NVDA)	0.3	$1.6M		12k	134.29	View chart
UnitedHealth Group Incorporated Common Stock (UNH)	0.3	$1.5M		3.0k	505.86	View chart
Bristol-Myers Squibb Company Common Stock (BMY)	0.3	$1.5M		27k	56.56	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.3	$1.5M		7.8k	189.30	View chart
iShares Core S&P 500 ETF Common Stock (IVV)	0.2	$1.2M		2.1k	588.68	View chart
Spdr S&p 500 Etf Common Stock (SPY)	0.2	$1.2M		2.1k	586.08	View chart
Bank of America Corporation Common Stock (BAC)	0.2	$1.1M		25k	43.95	View chart
Stryker Corporation Common Stock (SYK)	0.2	$1.1M		3.0k	360.05	View chart
Morgan Stanley Common Stock (MS)	0.2	$941k		7.5k	125.72	View chart
Lowe's Companies Common Stock (LOW)	0.2	$938k		3.8k	246.80	View chart
United Rentals Common Stock (URI)	0.2	$937k		1.3k	704.44	View chart
Chevron Corporation Common Stock (CVX)	0.2	$897k		6.2k	144.84	View chart
Alibaba Group Holding Ltd ADS Common Stock (BABA)	0.2	$856k		10k	84.79	View chart
PureCycle Technologies Common Stock (PCT)	0.2	$847k		83k	10.25	View chart
Kenvue Common Stock (KVUE)	0.2	$837k		39k	21.35	View chart
JPMorgan Equity Premium Income ETF Common Stock (JEPI)	0.2	$830k		14k	57.53	View chart
GE Aerospace Common Stock (GE)	0.1	$707k		4.2k	166.79	View chart
Kinder Morgan Common Stock (KMI)	0.1	$540k	-13%	20k	27.40	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$517k		2.4k	219.83	View chart
Visa Common Stock (V)	0.1	$436k		1.4k	316.04	View chart
Eaton Corporation Common Stock (ETN)	0.1	$403k		1.2k	331.87	View chart
Pfizer Common Stock (PFE)	0.1	$353k		13k	26.53	View chart
GE Vernova Common Stock (GEV)	0.1	$338k		1.0k	328.93	View chart
Cisco Systems Common Stock (CSCO)	0.1	$326k		5.5k	59.20	View chart
CrowdStrike Holdings Common Stock (CRWD)	0.1	$325k		950.00	342.16	View chart
Air Products and Chemicals Common Stock (APD)	0.1	$289k		996.00	290.04	View chart
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK)	0.1	$255k		2.8k	90.93	View chart
Merck & Co Common Stock (MRK)	0.0	$249k		2.5k	99.48	View chart
iShares MSCI India ETF Common Stock (INDA)	0.0	$237k		4.5k	52.64	View chart
BlackRock Common Stock (BLK)	0.0	$231k	NEW	225.00	1025.11	View chart
Seaport Entertainment Group Common Stock (SEG)	0.0	$215k	NEW	7.7k	27.95	View chart
Metaverse Roundhill Ball ETF Common Stock (METV)	0.0	$144k		10k	14.38	View chart

Past Filings by Independent Investors

SEC 13F filings are viewable for Independent Investors going back to 2010

Independent Investors 2024 Q4 filed Jan. 27, 2025
Independent Investors 2024 Q3 filed Oct. 24, 2024
Independent Investors 2024 Q2 filed July 16, 2024
Independent Investors 2024 Q1 filed April 26, 2024
Independent Investors 2023 Q4 filed Jan. 12, 2024
Independent Investors 2023 Q3 filed Oct. 23, 2023
Independent Investors 2023 Q2 filed July 19, 2023
Independent Investors 2023 Q1 filed April 13, 2023
Independent Investors 2022 Q4 filed Feb. 2, 2023
Independent Investors 2022 Q3 filed Oct. 24, 2022
Independent Investors 2022 Q2 filed July 13, 2022
Independent Investors 2022 Q1 filed April 25, 2022
Independent Investors 2021 Q4 filed Jan. 31, 2022
Independent Investors 2021 Q3 filed Oct. 28, 2021
Independent Investors 2021 Q2 filed July 28, 2021
Independent Investors 2021 Q1 filed April 26, 2021

View all past filings

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