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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, JNJ, ABBV, and represent 68.17% of Independent Investors's stock portfolio.
Added to shares of these 8 stocks: Solstice Advanced Matls, AMZN, IVV, NVDA, UBER, HD, JEPQ, JPM.
Started 1 new stock position in Solstice Advanced Matls.
Reduced shares in these 9 stocks: AAPL, TLN, APD, PG, ABT, PCT, CL, ETN, GOOG.
Sold out of its positions in APD, TLN.
Independent Investors was a net seller of stock by $-1.8M.
Independent Investors has $538M in assets under management (AUM), dropping by 3.56%.
Central Index Key (CIK): 0001121908

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Portfolio Holdings for Independent Investors

Independent Investors holds 69 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	55.2	$297M		1.1M	271.86	View chart
Microsoft Corporation Common Stock (MSFT)	4.9	$26M		54k	483.62	View chart
JPMorgan Chase & Co. Common Stock (JPM)	3.4	$18M		57k	322.22	View chart
Johnson & Johnson Common Stock (JNJ)	2.8	$15M		72k	206.95	View chart
AbbVie Common Stock (ABBV)	1.9	$10M		45k	228.49	View chart
Waters Corporation Common Stock (WAT)	1.8	$9.9M		26k	379.83	View chart
Amgen Common Stock (AMGN)	1.8	$9.7M		30k	327.31	View chart
Honeywell International Common Stock (HON)	1.5	$8.3M		42k	195.09	View chart
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)	1.4	$7.6M		15k	502.65	View chart
Exxon Mobil Corporation Common Stock (XOM)	1.4	$7.4M		62k	120.34	View chart
NVIDIA Corporation Common Stock (NVDA)	1.3	$7.2M		39k	186.50	View chart
Boeing Company Common Stock (BA)	1.2	$6.6M		30k	217.12	View chart
Emerson Electric Common Stock (EMR)	1.2	$6.5M		49k	132.72	View chart
Procter & Gamble Company Common Stock (PG)	1.1	$6.0M		42k	143.31	View chart
Qualcomm Common Stock (QCOM)	1.1	$5.9M		34k	171.05	View chart
Oracle Corporation Common Stock (ORCL)	1.1	$5.8M		30k	194.91	View chart
McDonald's Corporation Common Stock (MCD)	1.0	$5.4M		18k	305.63	View chart
Walt Disney Company Common Stock (DIS)	1.0	$5.2M		45k	113.77	View chart
Norfolk Southern Corporation Common Stock (NSC)	0.9	$5.1M		18k	288.72	View chart
American Express Company Common Stock (AXP)	0.8	$4.4M		12k	369.95	View chart
Abbott Laboratories Common Stock (ABT)	0.8	$4.4M		35k	125.29	View chart
Dover Corporation Common Stock (DOV)	0.7	$4.0M		21k	195.24	View chart
Nike Common Stock (NKE)	0.7	$3.8M		60k	63.71	View chart
Goldman Sachs Group Common Stock (GS)	0.6	$3.2M		3.6k	879.00	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.5	$2.9M		9.3k	313.80	View chart
L3Harris Technologies Common Stock (LHX)	0.5	$2.9M		9.7k	293.57	View chart
PepsiCo Common Stock (PEP)	0.5	$2.8M		20k	143.52	View chart
Union Pacific Corporation Common Stock (UNP)	0.5	$2.7M		12k	231.32	View chart
Costco Wholesale Corporation Common Stock (COST)	0.5	$2.5M		2.9k	862.34	View chart
Coca-Cola Company Common Stock (KO)	0.5	$2.5M		36k	69.91	View chart
Novartis Common Stock (NVS)	0.5	$2.5M		18k	137.87	View chart
United Parcel Service Common Stock (UPS)	0.4	$2.4M		24k	99.19	View chart
Howard Hughes Holdings Common Stock (HHH)	0.4	$2.3M		29k	79.77	View chart
Colgate-Palmolive Company Common Stock (CL)	0.4	$2.2M		28k	79.02	View chart
Home Depot Common Stock (HD)	0.4	$2.1M		6.2k	344.10	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.4	$2.0M		6.5k	313.00	View chart
Alibaba Group Holding Ltd ADS Common Stock (BABA)	0.3	$1.5M		10k	146.58	View chart
Bristol-Myers Squibb Company Common Stock (BMY)	0.3	$1.5M		27k	53.94	View chart
iShares Core S&P 500 ETF Common Stock (IVV)	0.3	$1.4M		2.1k	684.94	View chart
Bank of America Corporation Common Stock (BAC)	0.3	$1.4M		25k	55.00	View chart
Spdr S&p 500 Etf Common Stock (SPY)	0.2	$1.3M		2.0k	681.92	View chart
GE Aerospace Common Stock (GE)	0.2	$1.3M		4.2k	308.03	View chart
Morgan Stanley Common Stock (MS)	0.2	$1.2M		7.0k	177.53	View chart
United Rentals Common Stock (URI)	0.2	$1.1M		1.3k	809.32	View chart
Stryker Corporation Common Stock (SYK)	0.2	$1.1M		3.0k	351.47	View chart
Chevron Corporation Common Stock (CVX)	0.2	$1.0M		6.8k	152.41	View chart
UnitedHealth Group Incorporated Common Stock (UNH)	0.2	$939k		2.8k	330.11	View chart
Lowe's Companies Common Stock (LOW)	0.2	$916k		3.8k	241.16	View chart
JPMorgan Equity Premium Income ETF Common Stock (JEPI)	0.2	$871k		15k	57.24	View chart
Uber Technologies Common Stock (UBER)	0.1	$745k		9.1k	81.71	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$696k		2.4k	296.21	View chart
PureCycle Technologies Common Stock (PCT)	0.1	$695k		81k	8.59	View chart
Kenvue Common Stock (KVUE)	0.1	$677k		39k	17.25	View chart
GE Vernova Common Stock (GEV)	0.1	$671k		1.0k	653.57	View chart
Amazon.com Common Stock (AMZN)	0.1	$639k	+23%	2.8k	230.82	View chart
Cisco Systems Common Stock (CSCO)	0.1	$637k		8.3k	77.03	View chart
CrowdStrike Holdings Common Stock (CRWD)	0.1	$619k		1.3k	468.76	View chart
JPMorgan NASDAQ Equity Premium Income ETF Common Stock (JEPQ)	0.1	$530k		9.1k	58.12	View chart
Kinder Morgan Common Stock (KMI)	0.1	$526k		19k	27.49	View chart
Solstice Advanced Materials Common Stock	0.1	$514k	NEW	11k	48.58	View chart
Visa Common Stock (V)	0.1	$484k		1.4k	350.71	View chart
Eaton Corporation Common Stock (ETN)	0.1	$382k		1.2k	318.51	View chart
Pfizer Common Stock (PFE)	0.1	$305k		12k	24.90	View chart
iShares MSCI India ETF Common Stock (INDA)	0.1	$304k		5.6k	54.05	View chart
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK)	0.1	$271k		2.8k	96.88	View chart
Merck & Co Common Stock (MRK)	0.0	$263k		2.5k	105.26	View chart
BlackRock Common Stock (BLK)	0.0	$241k		225.00	1070.34	View chart
Invesco QQQ Trust Common Stock (QQQ)	0.0	$235k		383.00	614.31	View chart
Metaverse Roundhill Ball ETF Common Stock (METV)	0.0	$188k		10k	18.78	View chart

Past Filings by Independent Investors

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

Independent Investors 2025 Q4 filed Jan. 15, 2026
Independent Investors 2025 Q3 filed Oct. 30, 2025
Independent Investors 2025 Q2 filed July 18, 2025
Independent Investors 2025 Q1 filed May 1, 2025
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

View all past filings

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