Independent Investors

Independent Investors as of June 30, 2023

Portfolio Holdings for Independent Investors

Independent Investors holds 66 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 57.2 $247M 1.3M 193.97
Microsoft Corporation Common Stock (MSFT) 4.3 $19M 55k 340.54
Johnson & Johnson Common Stock (JNJ) 3.0 $13M 77k 165.52
Honeywell International Common Stock (HON) 2.0 $8.8M 43k 207.50
Procter & Gamble Company Common Stock (PG) 2.0 $8.5M 56k 151.74
Waters Corporation Common Stock (WAT) 2.0 $8.5M 32k 266.54
JPMorgan Chase & Co. Common Stock (JPM) 1.9 $8.3M 57k 145.44
Amgen Common Stock (AMGN) 1.6 $6.8M 31k 222.02
Nike Common Stock (NKE) 1.5 $6.6M 60k 110.37
Exxon Mobil Corporation Common Stock (XOM) 1.5 $6.5M 61k 107.25
Boeing Company Common Stock (BA) 1.5 $6.5M 31k 211.16
AbbVie Common Stock (ABBV) 1.4 $6.1M 45k 134.73
McDonald's Corporation Common Stock (MCD) 1.3 $5.5M 19k 298.41
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 1.2 $5.2M 15k 341.00
United Parcel Service Common Stock (UPS) 1.0 $4.4M 25k 179.25
Emerson Electric Common Stock (EMR) 1.0 $4.4M 49k 90.39
Walt Disney Company Common Stock (DIS) 1.0 $4.3M 48k 89.28
Qualcomm Common Stock (QCOM) 1.0 $4.1M 35k 119.04
Norfolk Southern Corporation Common Stock (NSC) 0.9 $4.0M 18k 226.76
Abbott Laboratories Common Stock (ABT) 0.9 $3.9M 36k 109.02
PepsiCo Common Stock (PEP) 0.9 $3.7M 20k 185.22
Oracle Corporation Common Stock (ORCL) 0.8 $3.6M 30k 119.09
Dover Corporation Common Stock (DOV) 0.7 $3.0M 21k 147.65
Union Pacific Corporation Common Stock (UNP) 0.6 $2.4M 12k 204.62
Howard Hughes Corporation Common Stock 0.5 $2.3M 30k 78.92
Colgate-Palmolive Company Common Stock (CL) 0.5 $2.2M 28k 77.04
Coca-Cola Company Common Stock (KO) 0.5 $2.2M 36k 60.22
American Express Company Common Stock (AXP) 0.5 $2.1M 12k 174.20
L3Harris Technologies Common Stock (LHX) 0.4 $1.9M 9.7k 195.77
Home Depot Common Stock (HD) 0.4 $1.9M 6.0k 310.64
Novartis Common Stock (NVS) 0.4 $1.8M 18k 100.91
Bristol-Myers Squibb Company Common Stock (BMY) 0.4 $1.7M 27k 63.95
UnitedHealth Group Incorporated Common Stock (UNH) 0.4 $1.7M 3.5k 480.64
Costco Wholesale Corporation Common Stock (COST) 0.4 $1.6M 2.9k 538.38
Alphabet Inc. Class C Common Stock (GOOG) 0.3 $1.3M 11k 120.97
Goldman Sachs Group Common Stock (GS) 0.3 $1.2M 3.6k 322.54
Activision Blizzard Common Stock 0.2 $974k 12k 84.30
Alphabet Inc. Class A Common Stock (GOOGL) 0.2 $936k 7.8k 119.70
Stryker Corporation Common Stock (SYK) 0.2 $915k 3.0k 305.09
Chevron Corporation Common Stock (CVX) 0.2 $908k 5.8k 157.35
Alibaba Group Holding Common Stock (BABA) 0.2 $884k 11k 83.35
Lowe's Companies Common Stock (LOW) 0.2 $861k 3.8k 225.70
CVS Health Corporation Common Stock (CVS) 0.2 $857k 12k 69.13
Spdr S&p 500 Etf Common Stock (SPY) 0.2 $736k 1.7k 443.28
Bank of America Corporation Common Stock (BAC) 0.2 $721k 25k 28.69
PureCycle Technologies Common Stock (PCT) 0.2 $671k 63k 10.69
JPMorgan Equity Premium Income ETF Common Stock (JEPI) 0.2 $651k 12k 55.33
Morgan Stanley Common Stock (MS) 0.2 $650k 7.6k 85.40
United Rentals Common Stock (URI) 0.1 $615k 1.4k 445.37
Kinder Morgan Common Stock (KMI) 0.1 $582k 34k 17.22
Pfizer Common Stock (PFE) 0.1 $543k 15k 36.68
General Electric Company Common Stock (GE) 0.1 $482k 4.4k 109.85
NVIDIA Corporation Common Stock (NVDA) 0.1 $436k 1.0k 423.02
International Business Machines Corporation Common Stock (IBM) 0.1 $408k 3.1k 133.81
Air Products and Chemicals Common Stock (APD) 0.1 $355k 1.2k 299.53
Schlumberger Common Stock (SLB) 0.1 $355k 7.2k 49.12
Baxter International Common Stock (BAX) 0.1 $348k 7.6k 45.56
Visa Common Stock (V) 0.1 $330k 1.4k 237.48
Merck & Co Common Stock (MRK) 0.1 $291k 2.5k 115.39
Cisco Systems Common Stock (CSCO) 0.1 $285k 5.5k 51.74
Mondelez International, Inc. Class A Common Stock (MDLZ) 0.1 $255k 3.5k 72.94
Eaton Corporation Common Stock (ETN) 0.1 $244k 1.2k 201.10
Vanguard Emerging Markets ETF Common Stock (VWO) 0.1 $226k 5.6k 40.68
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK) 0.0 $210k 2.8k 75.00
3M Company Common Stock (MMM) 0.0 $200k 2.0k 100.09
Metaverse Roundhill Ball ETF Common Stock (METV) 0.0 $104k 10k 10.38