Independent Investors

Independent Investors as of March 31, 2023

Portfolio Holdings for Independent Investors

Independent Investors holds 69 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 53.3 $215M 1.3M 164.90
Microsoft Corporation Common Stock (MSFT) 3.9 $16M 55k 288.30
Johnson & Johnson Common Stock (JNJ) 3.0 $12M 77k 155.00
Waters Corporation Common Stock (WAT) 2.4 $9.9M 32k 309.63
Procter & Gamble Company Common Stock (PG) 2.1 $8.6M 58k 148.69
Honeywell International Common Stock (HON) 2.0 $8.1M 43k 191.12
JPMorgan Chase & Co. Common Stock (JPM) 1.8 $7.4M 57k 130.31
Amgen Common Stock (AMGN) 1.8 $7.4M 31k 241.75
Nike Common Stock (NKE) 1.8 $7.4M 60k 122.64
AbbVie Common Stock (ABBV) 1.8 $7.2M 45k 159.37
Exxon Mobil Corporation Common Stock (XOM) 1.7 $6.7M 61k 109.66
Boeing Company Common Stock (BA) 1.6 $6.6M 31k 212.43
McDonald's Corporation Common Stock (MCD) 1.3 $5.2M 19k 279.61
United Parcel Service Common Stock (UPS) 1.2 $4.8M 25k 193.99
Walt Disney Company Common Stock (DIS) 1.2 $4.8M 48k 100.13
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 1.2 $4.7M 15k 308.77
Abbott Laboratories Common Stock (ABT) 1.1 $4.5M 44k 101.26
Qualcomm Common Stock (QCOM) 1.1 $4.4M 35k 127.58
Emerson Electric Common Stock (EMR) 1.1 $4.3M 49k 87.14
Norfolk Southern Corporation Common Stock (NSC) 0.9 $3.7M 18k 212.00
PepsiCo Common Stock (PEP) 0.9 $3.6M 20k 182.30
Dover Corporation Common Stock (DOV) 0.8 $3.1M 21k 151.94
Oracle Corporation Common Stock (ORCL) 0.7 $2.8M 30k 92.92
Lowe's Companies Common Stock (LOW) 0.7 $2.8M 14k 199.97
Howard Hughes Corporation Common Stock 0.6 $2.5M 31k 80.00
Union Pacific Corporation Common Stock (UNP) 0.6 $2.4M 12k 201.26
Coca-Cola Company Common Stock (KO) 0.6 $2.2M 36k 62.03
Colgate-Palmolive Company Common Stock (CL) 0.5 $2.1M 28k 75.15
American Express Company Common Stock (AXP) 0.5 $2.0M 12k 164.95
L3Harris Technologies Common Stock (LHX) 0.5 $1.9M 9.7k 196.24
Bristol-Myers Squibb Company Common Stock (BMY) 0.5 $1.9M 27k 69.31
Home Depot Common Stock (HD) 0.5 $1.8M 6.2k 295.12
UnitedHealth Group Incorporated Common Stock (UNH) 0.4 $1.7M 3.6k 472.59
Novartis Common Stock (NVS) 0.4 $1.6M 18k 92.00
Kinder Morgan Common Stock (KMI) 0.4 $1.5M 86k 17.51
Costco Wholesale Corporation Common Stock (COST) 0.4 $1.4M 2.9k 496.87
Goldman Sachs Group Common Stock (GS) 0.3 $1.2M 3.6k 327.11
Alphabet Inc. Class C Common Stock (GOOG) 0.3 $1.2M 11k 104.00
Alibaba Group Holding Common Stock (BABA) 0.3 $1.1M 11k 102.18
Cisco Systems Common Stock (CSCO) 0.3 $1.1M 21k 52.27
CVS Health Corporation Common Stock (CVS) 0.3 $1.0M 14k 74.31
Activision Blizzard Common Stock 0.2 $989k 12k 85.59
Baxter International Common Stock (BAX) 0.2 $988k 24k 40.56
Chevron Corporation Common Stock (CVX) 0.2 $941k 5.8k 163.16
Stryker Corporation Common Stock (SYK) 0.2 $856k 3.0k 285.47
Alphabet Inc. Class A Common Stock (GOOGL) 0.2 $811k 7.8k 103.73
Element Solutions Common Stock (ESI) 0.2 $799k 41k 19.31
Morgan Stanley Common Stock (MS) 0.2 $721k 8.2k 87.80
Bank of America Corporation Common Stock (BAC) 0.2 $719k 25k 28.60
Spdr S&p 500 Etf Common Stock (SPY) 0.2 $680k 1.7k 409.39
Pfizer Common Stock (PFE) 0.1 $604k 15k 40.80
JPMorgan Equity Premium Income ETF Common Stock (JEPI) 0.1 $588k 11k 54.60
United Rentals Common Stock (URI) 0.1 $546k 1.4k 395.76
PureCycle Technologies Common Stock (PCT) 0.1 $440k 63k 7.00
General Electric Company Common Stock (GE) 0.1 $437k 4.6k 95.60
International Business Machines Corporation Common Stock (IBM) 0.1 $400k 3.1k 131.09
Schlumberger Common Stock (SLB) 0.1 $355k 7.2k 49.10
Air Products and Chemicals Common Stock (APD) 0.1 $341k 1.2k 287.21
Visa Common Stock (V) 0.1 $313k 1.4k 225.46
NVIDIA Corporation Common Stock (NVDA) 0.1 $286k 1.0k 277.77
Vanguard Emerging Markets ETF Common Stock (VWO) 0.1 $277k 6.9k 40.40
Merck & Co Common Stock (MRK) 0.1 $269k 2.5k 106.39
Verizon Communications Common Stock (VZ) 0.1 $250k 6.4k 38.89
Mondelez International, Inc. Class A Common Stock (MDLZ) 0.1 $244k 3.5k 69.72
BlackRock Common Stock (BLK) 0.1 $218k 325.00 669.12
3M Company Common Stock (MMM) 0.1 $210k 2.0k 105.11
Eaton Corporation Common Stock (ETN) 0.1 $208k 1.2k 171.34
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK) 0.0 $200k 2.8k 71.51
Metaverse Roundhill Ball ETF Common Stock (METV) 0.0 $94k 10k 9.38