Independent Investors

Independent Investors as of Dec. 31, 2023

Portfolio Holdings for Independent Investors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 55.2 $240M 1.2M 192.53
Microsoft Corporation Common Stock (MSFT) 4.7 $21M 55k 376.04
Johnson & Johnson Common Stock (JNJ) 2.6 $11M 72k 156.74
Waters Corporation Common Stock (WAT) 2.4 $11M 32k 329.23
JPMorgan Chase & Co. Common Stock (JPM) 2.2 $9.7M 57k 170.10
Honeywell International Common Stock (HON) 2.1 $8.9M 43k 209.71
Amgen Common Stock (AMGN) 2.0 $8.8M 31k 288.02
Procter & Gamble Company Common Stock (PG) 1.9 $8.1M 55k 146.54
Boeing Company Common Stock (BA) 1.9 $8.0M 31k 260.66
AbbVie Common Stock (ABBV) 1.6 $7.0M 45k 154.97
Nike Common Stock (NKE) 1.5 $6.5M 60k 108.57
Exxon Mobil Corporation Common Stock (XOM) 1.4 $6.1M 61k 99.98
McDonald's Corporation Common Stock (MCD) 1.3 $5.5M 19k 296.51
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 1.2 $5.4M 15k 356.66
Qualcomm Common Stock (QCOM) 1.1 $5.0M 35k 144.63
Emerson Electric Common Stock (EMR) 1.1 $4.8M 49k 97.33
Norfolk Southern Corporation Common Stock (NSC) 1.0 $4.2M 18k 236.38
Walt Disney Company Common Stock (DIS) 0.9 $4.1M 46k 90.29
Abbott Laboratories Common Stock (ABT) 0.9 $4.0M 36k 110.07
United Parcel Service Common Stock (UPS) 0.9 $3.9M 25k 157.23
PepsiCo Common Stock (PEP) 0.8 $3.4M 20k 169.84
Dover Corporation Common Stock (DOV) 0.7 $3.2M 21k 153.81
Oracle Corporation Common Stock (ORCL) 0.7 $3.2M 30k 105.43
Union Pacific Corporation Common Stock (UNP) 0.7 $2.9M 12k 245.62
Howard Hughes Holdings Common Stock (HHH) 0.6 $2.5M 29k 85.55
American Express Company Common Stock (AXP) 0.5 $2.2M 12k 187.34
Colgate-Palmolive Company Common Stock (CL) 0.5 $2.2M 28k 79.71
Coca-Cola Company Common Stock (KO) 0.5 $2.1M 36k 58.93
Home Depot Common Stock (HD) 0.5 $2.1M 6.1k 346.55
L3Harris Technologies Common Stock (LHX) 0.5 $2.1M 9.7k 210.62
Costco Wholesale Corporation Common Stock (COST) 0.4 $1.9M 2.9k 660.08
UnitedHealth Group Incorporated Common Stock (UNH) 0.4 $1.9M 3.5k 526.47
Novartis Common Stock (NVS) 0.4 $1.8M 18k 100.97
Alphabet Inc. Class C Common Stock (GOOG) 0.4 $1.6M 11k 140.93
Goldman Sachs Group Common Stock (GS) 0.3 $1.4M 3.6k 385.77
Bristol-Myers Squibb Company Common Stock (BMY) 0.3 $1.4M 27k 51.31
Alphabet Inc. Class A Common Stock (GOOGL) 0.3 $1.1M 7.8k 139.69
Stryker Corporation Common Stock (SYK) 0.2 $898k 3.0k 299.46
iShares Core S&P 500 ETF Common Stock (IVV) 0.2 $893k 1.9k 477.63
Chevron Corporation Common Stock (CVX) 0.2 $861k 5.8k 149.16
Lowe's Companies Common Stock (LOW) 0.2 $849k 3.8k 222.55
Bank of America Corporation Common Stock (BAC) 0.2 $846k 25k 33.67
Kenvue Common Stock (KVUE) 0.2 $844k 39k 21.53
Spdr S&p 500 Etf Common Stock (SPY) 0.2 $834k 1.8k 475.31
JPMorgan Equity Premium Income ETF Common Stock (JEPI) 0.2 $801k 15k 54.98
United Rentals Common Stock (URI) 0.2 $791k 1.4k 573.42
Alibaba Group Holding Ltd ADS Common Stock (BABA) 0.2 $783k 10k 77.51
Morgan Stanley Common Stock (MS) 0.2 $698k 7.5k 93.25
NVIDIA Corporation Common Stock (NVDA) 0.1 $589k 1.2k 495.22
CVS Health Corporation Common Stock (CVS) 0.1 $576k 7.3k 78.96
General Electric Company Common Stock (GE) 0.1 $548k 4.3k 127.63
Kinder Morgan Common Stock (KMI) 0.1 $505k 29k 17.64
Pfizer Common Stock (PFE) 0.1 $400k 14k 28.79
International Business Machines Corporation Common Stock (IBM) 0.1 $384k 2.4k 163.55
Visa Common Stock (V) 0.1 $359k 1.4k 260.35
PureCycle Technologies Common Stock (PCT) 0.1 $336k 83k 4.05
Air Products and Chemicals Common Stock (APD) 0.1 $325k 1.2k 273.80
Baxter International Common Stock (BAX) 0.1 $295k 7.6k 38.66
CrowdStrike Holdings Common Stock (CRWD) 0.1 $294k 1.2k 255.32
Eaton Corporation Common Stock (ETN) 0.1 $293k 1.2k 240.82
Cisco Systems Common Stock (CSCO) 0.1 $278k 5.5k 50.52
Merck & Co Common Stock (MRK) 0.1 $275k 2.5k 109.02
Schlumberger Common Stock (SLB) 0.1 $272k 5.2k 52.04
Mondelez International, Inc. Class A Common Stock (MDLZ) 0.1 $254k 3.5k 72.43
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK) 0.1 $222k 2.8k 79.22
3M Company Common Stock (MMM) 0.1 $219k 2.0k 109.32
Metaverse Roundhill Ball ETF Common Stock (METV) 0.0 $115k 10k 11.51