Independent Investors

Independent Investors as of March 31, 2024

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