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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, WAT, and represent 63.99% of Independent Investors's stock portfolio.
Added to shares of these 3 stocks: ESI, IVV, CVX.
Started 1 new stock position in ESI.
Reduced shares in these 10 stocks: AAPL, , AMGN, KMI, CVS, JNJ, CRWD, APD, URI, HON.
Sold out of its position in MMM.
Independent Investors was a net seller of stock by $-3.1M.
Independent Investors has $418M in assets under management (AUM), dropping by -3.75%.
Central Index Key (CIK): 0001121908

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Portfolio Holdings for Independent Investors

Independent Investors holds 67 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	50.4	$211M		1.2M	171.48	View chart
Microsoft Corporation Common Stock (MSFT)	5.5	$23M		55k	420.72	View chart
JPMorgan Chase & Co. Common Stock (JPM)	2.7	$11M		57k	200.30	View chart
Johnson & Johnson Common Stock (JNJ)	2.7	$11M		72k	158.19	View chart
Waters Corporation Common Stock (WAT)	2.6	$11M		32k	344.23	View chart
Procter & Gamble Company Common Stock (PG)	2.1	$9.0M		55k	162.25	View chart
Honeywell International Common Stock (HON)	2.1	$8.7M		42k	205.25	View chart
Amgen Common Stock (AMGN)	2.1	$8.6M		30k	284.32	View chart
AbbVie Common Stock (ABBV)	2.0	$8.3M		45k	182.10	View chart
Exxon Mobil Corporation Common Stock (XOM)	1.7	$7.1M		61k	116.24	View chart
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)	1.5	$6.4M		15k	420.52	View chart
Boeing Company Common Stock (BA)	1.4	$5.9M		31k	192.99	View chart
Qualcomm Common Stock (QCOM)	1.4	$5.8M		35k	169.30	View chart
Nike Common Stock (NKE)	1.3	$5.6M		60k	93.98	View chart
Walt Disney Company Common Stock (DIS)	1.3	$5.6M		46k	122.36	View chart
Emerson Electric Common Stock (EMR)	1.3	$5.6M		49k	113.42	View chart
McDonald's Corporation Common Stock (MCD)	1.2	$5.2M		18k	281.95	View chart
Norfolk Southern Corporation Common Stock (NSC)	1.1	$4.5M		18k	254.87	View chart
Abbott Laboratories Common Stock (ABT)	1.0	$4.1M		36k	113.66	View chart
Oracle Corporation Common Stock (ORCL)	0.9	$3.8M		30k	125.61	View chart
United Parcel Service Common Stock (UPS)	0.9	$3.7M		25k	148.63	View chart
Dover Corporation Common Stock (DOV)	0.9	$3.7M		21k	177.19	View chart
PepsiCo Common Stock (PEP)	0.8	$3.5M		20k	175.01	View chart
Union Pacific Corporation Common Stock (UNP)	0.7	$2.9M		12k	245.93	View chart
American Express Company Common Stock (AXP)	0.7	$2.7M		12k	227.69	View chart
Colgate-Palmolive Company Common Stock (CL)	0.6	$2.5M		28k	90.05	View chart
Home Depot Common Stock (HD)	0.6	$2.3M		6.0k	383.60	View chart
Coca-Cola Company Common Stock (KO)	0.5	$2.2M		36k	61.18	View chart
Costco Wholesale Corporation Common Stock (COST)	0.5	$2.1M		2.9k	732.63	View chart
Howard Hughes Holdings Common Stock (HHH)	0.5	$2.1M		29k	72.62	View chart
L3Harris Technologies Common Stock (LHX)	0.5	$2.1M		9.7k	213.10	View chart
UnitedHealth Group Incorporated Common Stock (UNH)	0.4	$1.8M		3.5k	494.70	View chart
Novartis Common Stock (NVS)	0.4	$1.7M		18k	96.73	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.4	$1.7M		11k	152.26	View chart
Goldman Sachs Group Common Stock (GS)	0.4	$1.5M		3.6k	417.69	View chart
Bristol-Myers Squibb Company Common Stock (BMY)	0.3	$1.5M		27k	54.23	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.3	$1.2M		7.8k	150.93	View chart
iShares Core S&P 500 ETF Common Stock (IVV)	0.3	$1.1M	+15%	2.2k	525.73	View chart
NVIDIA Corporation Common Stock (NVDA)	0.3	$1.1M		1.2k	903.56	View chart
Stryker Corporation Common Stock (SYK)	0.3	$1.1M		3.0k	357.87	View chart
Lowe's Companies Common Stock (LOW)	0.2	$968k		3.8k	254.73	View chart
United Rentals Common Stock (URI)	0.2	$959k	-3%	1.3k	721.11	View chart
Bank of America Corporation Common Stock (BAC)	0.2	$943k		25k	37.92	View chart
Chevron Corporation Common Stock (CVX)	0.2	$939k	+3%	6.0k	157.74	View chart
Spdr S&p 500 Etf Common Stock (SPY)	0.2	$918k		1.8k	523.07	View chart
Kenvue Common Stock (KVUE)	0.2	$842k		39k	21.46	View chart
JPMorgan Equity Premium Income ETF Common Stock (JEPI)	0.2	$834k		14k	57.86	View chart
General Electric Company Common Stock (GE)	0.2	$745k		4.2k	175.53	View chart
Alibaba Group Holding Ltd ADS Common Stock (BABA)	0.2	$731k		10k	72.36	View chart
Morgan Stanley Common Stock (MS)	0.2	$705k		7.5k	94.16	View chart
CVS Health Corporation Common Stock (CVS)	0.1	$515k	-11%	6.5k	79.76	View chart
PureCycle Technologies Common Stock (PCT)	0.1	$514k		83k	6.22	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$449k		2.4k	190.96	View chart
Kinder Morgan Common Stock (KMI)	0.1	$417k	-20%	23k	18.34	View chart
Visa Common Stock (V)	0.1	$385k		1.4k	279.08	View chart
Eaton Corporation Common Stock (ETN)	0.1	$380k		1.2k	312.68	View chart
Pfizer Common Stock (PFE)	0.1	$369k	-4%	13k	27.75	View chart
Merck & Co Common Stock (MRK)	0.1	$330k		2.5k	131.95	View chart
Baxter International Common Stock (BAX)	0.1	$326k		7.6k	42.74	View chart
CrowdStrike Holdings Common Stock (CRWD)	0.1	$305k	-17%	950.00	320.59	View chart
Schlumberger Common Stock (SLB)	0.1	$286k		5.2k	54.81	View chart
Cisco Systems Common Stock (CSCO)	0.1	$275k		5.5k	49.91	View chart
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK)	0.1	$256k		2.8k	91.25	View chart
Air Products and Chemicals Common Stock (APD)	0.1	$241k	-16%	996.00	242.27	View chart
Mondelez International, Inc. Class A Common Stock (MDLZ)	0.1	$231k	-5%	3.3k	70.00	View chart
Element Solutions Common Stock (ESI)	0.1	$214k	NEW	8.6k	24.98	View chart
Metaverse Roundhill Ball ETF Common Stock (METV)	0.0	$124k		10k	12.43	View chart

Past Filings by Independent Investors

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

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
Independent Investors 2020 Q4 filed Jan. 27, 2021
Independent Investors 2020 Q3 filed Oct. 26, 2020
Independent Investors 2020 Q2 filed July 9, 2020

View all past filings

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