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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, JNJ, JPM, AMGN, and represent 69.33% of Independent Investors's stock portfolio.
Added to shares of these 4 stocks: HONA, Pershing Square USA, VWO, SEG.
Started 4 new stock positions in HONA, Pershing Square USA, VWO, SEG.
Reduced shares in these 10 stocks: AAPL (-$15M), Honeywell International, WAT, PEP, BRK.B, ABBV, MSFT, PG, KVUE, ABT.
Sold out of its position in KVUE.
Independent Investors was a net seller of stock by $-32M.
Independent Investors has $524M in assets under management (AUM), dropping by 3.98%.
Central Index Key (CIK): 0001121908

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Portfolio Holdings for Independent Investors

Independent Investors holds 73 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	56.8	$298M	-4%	1.0M	289.36	View chart
Microsoft Corporation Common Stock (MSFT)	3.7	$19M	-4%	52k	373.02	View chart
Johnson & Johnson Common Stock (JNJ)	3.4	$18M		70k	253.97	View chart
JPMorgan Chase & Co. Common Stock (JPM)	3.4	$18M	-2%	54k	327.33	View chart
Amgen Common Stock (AMGN)	2.0	$11M		29k	362.12	View chart
AbbVie Common Stock (ABBV)	1.9	$10M	-9%	40k	251.64	View chart
Exxon Mobil Corporation Common Stock (XOM)	1.5	$8.0M	-3%	59k	136.72	View chart
Waters Corporation Common Stock (WAT)	1.5	$7.7M	-21%	21k	375.04	View chart
NVIDIA Corporation Common Stock (NVDA)	1.5	$7.7M		38k	200.09	View chart
Emerson Electric Common Stock (EMR)	1.3	$7.0M		49k	143.15	View chart
Boeing Company Common Stock (BA)	1.2	$6.4M	-2%	30k	216.47	View chart
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)	1.2	$6.3M	-15%	13k	500.39	View chart
Qualcomm Common Stock (QCOM)	1.2	$6.2M	-2%	34k	184.79	View chart
Norfolk Southern Corporation Common Stock (NSC)	1.0	$5.4M	-2%	17k	314.59	View chart
Procter & Gamble Company Common Stock (PG)	1.0	$5.2M	-11%	35k	146.64	View chart
Dover Corporation Common Stock (DOV)	0.9	$4.6M		20k	224.28	View chart
Honeywell International Common Stock	0.9	$4.6M	-50%	20k	223.90	View chart
McDonald's Corporation Common Stock (MCD)	0.9	$4.5M	-2%	17k	270.31	View chart
Oracle Corporation Common Stock (ORCL)	0.8	$4.4M		30k	146.55	View chart
Walt Disney Company Common Stock (DIS)	0.8	$4.2M		44k	96.25	View chart
American Express Company Common Stock (AXP)	0.7	$3.7M	-8%	11k	338.25	View chart
Goldman Sachs Group Common Stock (GS)	0.7	$3.5M	-4%	3.5k	1011.37	View chart
Union Pacific Corporation Common Stock (UNP)	0.6	$3.0M	-4%	11k	272.00	View chart
Coca-Cola Company Common Stock (KO)	0.6	$2.9M		36k	81.27	View chart
L3Harris Technologies Common Stock (LHX)	0.5	$2.8M		9.7k	290.59	View chart
Novartis Common Stock (NVS)	0.5	$2.8M		18k	156.72	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.5	$2.8M	-16%	7.8k	353.33	View chart
United Parcel Service Common Stock (UPS)	0.5	$2.6M		24k	107.50	View chart
Abbott Laboratories Common Stock (ABT)	0.5	$2.5M	-19%	28k	90.74	View chart
Nike Common Stock (NKE)	0.5	$2.5M		60k	41.05	View chart
Colgate-Palmolive Company Common Stock (CL)	0.5	$2.5M	-4%	27k	91.68	View chart
Costco Wholesale Corporation Common Stock (COST)	0.4	$2.3M	-15%	2.4k	935.47	View chart
Howard Hughes Holdings Common Stock (HHH)	0.4	$2.0M		29k	71.49	View chart
Home Depot Common Stock (HD)	0.3	$1.8M	-16%	5.0k	352.68	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.3	$1.6M	-25%	4.4k	357.37	View chart
iShares Core S&P 500 ETF Common Stock (IVV)	0.3	$1.6M		2.1k	748.89	View chart
United Rentals Common Stock (URI)	0.3	$1.5M		1.3k	1132.89	View chart
Bristol-Myers Squibb Company Common Stock (BMY)	0.3	$1.5M	-3%	25k	57.62	View chart
Spdr S&p 500 Etf Common Stock (SPY)	0.3	$1.4M	-2%	1.9k	746.77	View chart
Bank of America Corporation Common Stock (BAC)	0.3	$1.4M		25k	56.98	View chart
Morgan Stanley Common Stock (MS)	0.3	$1.4M	-3%	6.5k	209.04	View chart
GE Aerospace Common Stock (GE)	0.2	$1.2M	-18%	3.3k	373.73	View chart
Honeywell Aerospace Common Stock (HONA)	0.2	$1.2M	NEW	5.4k	221.08	View chart
PepsiCo Common Stock (PEP)	0.2	$1.1M	-54%	8.3k	135.40	View chart
GE Vernova Common Stock (GEV)	0.2	$1.1M	-8%	907.00	1174.86	View chart
Alibaba Group Holding Ltd ADS Common Stock (BABA)	0.2	$969k		10k	95.98	View chart
CrowdStrike Holdings Common Stock (CRWD)	0.2	$950k		1.2k	763.14	View chart
Stryker Corporation Common Stock (SYK)	0.2	$945k		3.0k	314.84	View chart
UnitedHealth Group Incorporated Common Stock (UNH)	0.2	$927k	-13%	2.2k	415.63	View chart
Chevron Corporation Common Stock (CVX)	0.2	$902k	-17%	5.4k	165.76	View chart
Solstice Advanced Materials Common Stock (SOLS)	0.2	$897k		10k	88.60	View chart
Lowe's Companies Common Stock (LOW)	0.2	$838k		3.8k	220.49	View chart
JPMorgan Equity Premium Income ETF Common Stock (JEPI)	0.2	$805k	-6%	14k	56.48	View chart
Pershing Square USA Common Stock	0.1	$748k	NEW	20k	37.38	View chart
Cisco Systems Common Stock (CSCO)	0.1	$724k	-21%	6.2k	117.46	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$661k		2.4k	281.21	View chart
PureCycle Technologies Common Stock (PCT)	0.1	$653k		81k	8.11	View chart
Uber Technologies Common Stock (UBER)	0.1	$641k		8.9k	72.16	View chart
Kinder Morgan Common Stock (KMI)	0.1	$595k		19k	31.97	View chart
Amazon.com Common Stock (AMZN)	0.1	$574k	-2%	2.4k	238.34	View chart
JPMorgan NASDAQ Equity Premium Income ETF Common Stock (JEPQ)	0.1	$517k	-7%	8.4k	61.46	View chart
Eaton Corporation Common Stock (ETN)	0.1	$511k		1.2k	426.12	View chart
Visa Common Stock (V)	0.1	$474k		1.4k	343.09	View chart
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK)	0.1	$329k		2.8k	117.50	View chart
Merck & Co Common Stock (MRK)	0.1	$321k		2.5k	128.50	View chart
Invesco QQQ Trust Common Stock (QQQ)	0.1	$282k		383.00	736.40	View chart
Pfizer Common Stock (PFE)	0.1	$281k	-4%	12k	24.08	View chart
Air Products and Chemicals Common Stock (APD)	0.0	$219k		746.00	293.18	View chart
Vanguard Emerging Markets ETF Common Stock (VWO)	0.0	$218k	NEW	3.7k	59.69	View chart
iShares MSCI India ETF Common Stock (INDA)	0.0	$208k	-8%	4.2k	49.39	View chart
SLB Common Stock (SLB)	0.0	$206k		4.4k	46.49	View chart
Seaport Entertainment Group Common Stock (SEG)	0.0	$202k	NEW	7.6k	26.60	View chart
Metaverse Roundhill Ball ETF Common Stock (METV)	0.0	$185k		10k	18.45	View chart

Past Filings by Independent Investors

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

Independent Investors 2026 Q2 filed July 16, 2026
Independent Investors 2026 Q1 filed April 17, 2026
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

View all past filings

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