Independent Investors

Independent Investors as of Sept. 30, 2023

Portfolio Holdings for Independent Investors

Independent Investors holds 67 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 54.7 $216M 1.3M 171.21
Microsoft Corporation Common Stock (MSFT) 4.4 $17M 55k 315.75
Johnson & Johnson Common Stock (JNJ) 2.9 $11M 72k 155.75
Waters Corporation Common Stock (WAT) 2.2 $8.7M 32k 274.21
JPMorgan Chase & Co. Common Stock (JPM) 2.1 $8.3M 57k 145.02
Amgen Common Stock (AMGN) 2.1 $8.2M 31k 268.76
Procter & Gamble Company Common Stock (PG) 2.1 $8.1M 56k 145.86
Honeywell International Common Stock (HON) 2.0 $7.8M 43k 184.74
Exxon Mobil Corporation Common Stock (XOM) 1.8 $7.2M 61k 117.58
AbbVie Common Stock (ABBV) 1.7 $6.8M 45k 149.06
Boeing Company Common Stock (BA) 1.5 $5.9M 31k 191.68
Nike Common Stock (NKE) 1.5 $5.7M 60k 95.62
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 1.3 $5.3M 15k 350.30
McDonald's Corporation Common Stock (MCD) 1.2 $4.9M 19k 263.44
Emerson Electric Common Stock (EMR) 1.2 $4.7M 49k 96.57
United Parcel Service Common Stock (UPS) 1.0 $3.9M 25k 155.87
Qualcomm Common Stock (QCOM) 1.0 $3.8M 35k 111.06
Walt Disney Company Common Stock (DIS) 1.0 $3.8M 46k 81.05
Abbott Laboratories Common Stock (ABT) 0.9 $3.5M 36k 96.85
Norfolk Southern Corporation Common Stock (NSC) 0.9 $3.5M 18k 196.93
PepsiCo Common Stock (PEP) 0.9 $3.4M 20k 169.44
Oracle Corporation Common Stock (ORCL) 0.8 $3.2M 30k 105.92
Dover Corporation Common Stock (DOV) 0.7 $2.9M 21k 139.51
Union Pacific Corporation Common Stock (UNP) 0.6 $2.4M 12k 203.63
Howard Hughes Holdings Common Stock (HHH) 0.6 $2.2M 30k 74.13
Coca-Cola Company Common Stock (KO) 0.5 $2.0M 36k 55.98
Colgate-Palmolive Company Common Stock (CL) 0.5 $2.0M 28k 71.11
Novartis Common Stock (NVS) 0.5 $1.8M 18k 101.86
Home Depot Common Stock (HD) 0.5 $1.8M 6.0k 302.16
American Express Company Common Stock (AXP) 0.5 $1.8M 12k 149.19
UnitedHealth Group Incorporated Common Stock (UNH) 0.5 $1.8M 3.5k 504.19
L3Harris Technologies Common Stock (LHX) 0.4 $1.7M 9.7k 174.12
Costco Wholesale Corporation Common Stock (COST) 0.4 $1.6M 2.9k 564.96
Bristol-Myers Squibb Company Common Stock (BMY) 0.4 $1.6M 27k 58.04
Alphabet Inc. Class C Common Stock (GOOG) 0.4 $1.5M 11k 131.85
Goldman Sachs Group Common Stock (GS) 0.3 $1.2M 3.6k 323.57
Activision Blizzard Common Stock 0.3 $1.1M 12k 93.63
Alphabet Inc. Class A Common Stock (GOOGL) 0.3 $1.0M 7.8k 130.86
Chevron Corporation Common Stock (CVX) 0.2 $973k 5.8k 168.62
Alibaba Group Holding Ltd ADS Common Stock (BABA) 0.2 $919k 11k 86.74
Stryker Corporation Common Stock (SYK) 0.2 $820k 3.0k 273.27
iShares Core S&P 500 ETF Common Stock (IVV) 0.2 $812k 1.9k 429.43
Lowe's Companies Common Stock (LOW) 0.2 $793k 3.8k 207.84
CVS Health Corporation Common Stock (CVS) 0.2 $789k 11k 69.82
Kenvue Common Stock (KVUE) 0.2 $788k 39k 20.08
JPMorgan Equity Premium Income ETF Common Stock (JEPI) 0.2 $780k 15k 53.56
Spdr S&p 500 Etf Common Stock (SPY) 0.2 $750k 1.8k 427.48
Bank of America Corporation Common Stock (BAC) 0.2 $688k 25k 27.38
Morgan Stanley Common Stock (MS) 0.2 $622k 7.6k 81.67
United Rentals Common Stock (URI) 0.2 $614k 1.4k 444.57
Kinder Morgan Common Stock (KMI) 0.1 $561k 34k 16.58
NVIDIA Corporation Common Stock (NVDA) 0.1 $518k 1.2k 434.99
General Electric Company Common Stock (GE) 0.1 $475k 4.3k 110.55
Pfizer Common Stock (PFE) 0.1 $464k 14k 33.17
International Business Machines Corporation Common Stock (IBM) 0.1 $428k 3.1k 140.30
Schlumberger Common Stock (SLB) 0.1 $421k 7.2k 58.30
PureCycle Technologies Common Stock (PCT) 0.1 $352k 63k 5.61
Air Products and Chemicals Common Stock (APD) 0.1 $336k 1.2k 283.40
Visa Common Stock (V) 0.1 $317k 1.4k 230.01
Cisco Systems Common Stock (CSCO) 0.1 $296k 5.5k 53.76
Baxter International Common Stock (BAX) 0.1 $288k 7.6k 37.74
Merck & Co Common Stock (MRK) 0.1 $260k 2.5k 102.95
Eaton Corporation Common Stock (ETN) 0.1 $259k 1.2k 213.28
Mondelez International, Inc. Class A Common Stock (MDLZ) 0.1 $243k 3.5k 69.40
Vanguard Emerging Markets ETF Common Stock (VWO) 0.1 $214k 5.5k 39.21
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK) 0.1 $202k 2.8k 72.24
Metaverse Roundhill Ball ETF Common Stock (METV) 0.0 $95k 10k 9.48