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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 67.25% of Independent Investors's stock portfolio.
Added to shares of these 2 stocks: SLB, APD.
Started 2 new stock positions in APD, SLB.
Reduced shares in these 10 stocks: AAPL, JPM, BLK, PG, PEP, MCD, HON, GOOGL, XOM, DIS.
Sold out of its position in BLK.
Independent Investors was a net seller of stock by $-5.4M.
Independent Investors has $504M in assets under management (AUM), dropping by -6.42%.
Central Index Key (CIK): 0001121908

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Portfolio Holdings for Independent Investors

Independent Investors holds 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	54.5	$274M		1.1M	253.79	View chart
Microsoft Corporation Common Stock (MSFT)	4.0	$20M		54k	370.17	View chart
Johnson & Johnson Common Stock (JNJ)	3.5	$17M		71k	244.44	View chart
JPMorgan Chase & Co. Common Stock (JPM)	3.3	$16M		56k	294.16	View chart
Amgen Common Stock (AMGN)	2.1	$10M		30k	351.85	View chart
Exxon Mobil Corporation Common Stock (XOM)	2.1	$10M		61k	169.66	View chart
AbbVie Common Stock (ABBV)	1.9	$9.7M		45k	217.49	View chart
Honeywell International Common Stock (HON)	1.9	$9.4M		42k	226.03	View chart
Waters Corporation Common Stock (WAT)	1.5	$7.8M		26k	297.80	View chart
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)	1.4	$7.1M		15k	479.20	View chart
NVIDIA Corporation Common Stock (NVDA)	1.3	$6.7M		39k	174.40	View chart
Emerson Electric Common Stock (EMR)	1.3	$6.4M		49k	131.02	View chart
Boeing Company Common Stock (BA)	1.2	$6.0M		30k	199.03	View chart
Procter & Gamble Company Common Stock (PG)	1.2	$5.8M	-3%	40k	144.44	View chart
McDonald's Corporation Common Stock (MCD)	1.1	$5.3M	-3%	17k	310.79	View chart
Norfolk Southern Corporation Common Stock (NSC)	1.0	$5.0M		18k	287.00	View chart
Qualcomm Common Stock (QCOM)	0.9	$4.4M		34k	128.78	View chart
Oracle Corporation Common Stock (ORCL)	0.9	$4.4M		30k	147.11	View chart
Dover Corporation Common Stock (DOV)	0.8	$4.3M		20k	208.45	View chart
Walt Disney Company Common Stock (DIS)	0.8	$4.2M	-3%	44k	96.38	View chart
American Express Company Common Stock (AXP)	0.7	$3.6M		12k	302.48	View chart
Abbott Laboratories Common Stock (ABT)	0.7	$3.5M		34k	102.67	View chart
L3Harris Technologies Common Stock (LHX)	0.7	$3.4M		9.7k	345.15	View chart
Nike Common Stock (NKE)	0.6	$3.2M		60k	52.82	View chart
Goldman Sachs Group Common Stock (GS)	0.6	$3.1M		3.6k	845.99	View chart
Costco Wholesale Corporation Common Stock (COST)	0.6	$2.9M		2.9k	996.43	View chart
PepsiCo Common Stock (PEP)	0.6	$2.8M	-6%	18k	155.29	View chart
Union Pacific Corporation Common Stock (UNP)	0.6	$2.8M		12k	242.62	View chart
Novartis Common Stock (NVS)	0.5	$2.7M		18k	152.75	View chart
Coca-Cola Company Common Stock (KO)	0.5	$2.7M		36k	76.05	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.5	$2.7M		9.3k	286.86	View chart
Colgate-Palmolive Company Common Stock (CL)	0.5	$2.4M		28k	85.23	View chart
United Parcel Service Common Stock (UPS)	0.5	$2.4M		24k	98.38	View chart
Home Depot Common Stock (HD)	0.4	$2.0M	-3%	6.0k	328.89	View chart
Howard Hughes Holdings Common Stock (HHH)	0.4	$1.8M		29k	63.26	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.3	$1.7M	-9%	5.9k	287.56	View chart
Bristol-Myers Squibb Company Common Stock (BMY)	0.3	$1.6M		26k	60.65	View chart
iShares Core S&P 500 ETF Common Stock (IVV)	0.3	$1.4M		2.1k	653.21	View chart
Chevron Corporation Common Stock (CVX)	0.3	$1.4M	-3%	6.6k	206.90	View chart
Spdr S&p 500 Etf Common Stock (SPY)	0.3	$1.3M		2.0k	650.34	View chart
Alibaba Group Holding Ltd ADS Common Stock (BABA)	0.3	$1.3M		10k	125.46	View chart
Bank of America Corporation Common Stock (BAC)	0.2	$1.2M		25k	48.75	View chart
GE Aerospace Common Stock (GE)	0.2	$1.2M	-2%	4.1k	283.77	View chart
Morgan Stanley Common Stock (MS)	0.2	$1.1M	-2%	6.8k	164.57	View chart
Stryker Corporation Common Stock (SYK)	0.2	$986k		3.0k	328.59	View chart
United Rentals Common Stock (URI)	0.2	$965k		1.3k	728.56	View chart
Lowe's Companies Common Stock (LOW)	0.2	$898k		3.8k	236.28	View chart
GE Vernova Common Stock (GEV)	0.2	$869k	-3%	996.00	872.90	View chart
JPMorgan Equity Premium Income ETF Common Stock (JEPI)	0.2	$862k		15k	56.68	View chart
Solstice Advanced Materials Common Stock (SOLS)	0.2	$787k	-2%	10k	76.16	View chart
UnitedHealth Group Incorporated Common Stock (UNH)	0.1	$698k	-9%	2.6k	270.59	View chart
Kenvue Common Stock (KVUE)	0.1	$659k	-2%	38k	17.24	View chart
Uber Technologies Common Stock (UBER)	0.1	$650k		9.0k	71.93	View chart
Kinder Morgan Common Stock (KMI)	0.1	$624k	-2%	19k	33.53	View chart
Cisco Systems Common Stock (CSCO)	0.1	$611k	-4%	7.9k	77.59	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$570k		2.4k	242.39	View chart
Amazon.com Common Stock (AMZN)	0.1	$513k	-11%	2.5k	208.27	View chart
JPMorgan NASDAQ Equity Premium Income ETF Common Stock (JEPQ)	0.1	$506k		9.1k	55.52	View chart
CrowdStrike Holdings Common Stock (CRWD)	0.1	$496k	-3%	1.3k	390.41	View chart
Eaton Corporation Common Stock (ETN)	0.1	$429k		1.2k	357.67	View chart
PureCycle Technologies Common Stock (PCT)	0.1	$418k		81k	5.19	View chart
Visa Common Stock (V)	0.1	$417k		1.4k	302.24	View chart
Pfizer Common Stock (PFE)	0.1	$344k		12k	28.08	View chart
Merck & Co Common Stock (MRK)	0.1	$301k		2.5k	120.29	View chart
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK)	0.1	$282k		2.8k	100.62	View chart
SLB Common Stock (SLB)	0.0	$227k	NEW	4.4k	51.39	View chart
Invesco QQQ Trust Common Stock (QQQ)	0.0	$221k		383.00	577.18	View chart
Air Products and Chemicals Common Stock (APD)	0.0	$217k	NEW	746.00	290.49	View chart
iShares MSCI India ETF Common Stock (INDA)	0.0	$216k	-17%	4.6k	46.84	View chart
Metaverse Roundhill Ball ETF Common Stock (METV)	0.0	$159k		10k	15.93	View chart

Past Filings by Independent Investors

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

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
Independent Investors 2022 Q2 filed July 13, 2022

View all past filings

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