Independent Investors

Independent Investors as of Sept. 30, 2024

Portfolio Holdings for Independent Investors

Independent Investors holds 69 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 56.2 $278M 1.2M 233.00
Microsoft Corporation Common Stock (MSFT) 4.8 $24M 55k 430.30
JPMorgan Chase & Co. Common Stock (JPM) 2.4 $12M 57k 210.86
Johnson & Johnson Common Stock (JNJ) 2.4 $12M 72k 162.06
Waters Corporation Common Stock (WAT) 2.3 $12M 32k 359.89
Amgen Common Stock (AMGN) 2.0 $9.7M 30k 322.21
Procter & Gamble Company Common Stock (PG) 1.9 $9.5M 55k 173.20
AbbVie Common Stock (ABBV) 1.8 $9.0M 45k 197.48
Honeywell International Common Stock (HON) 1.8 $8.7M 42k 206.71
Exxon Mobil Corporation Common Stock (XOM) 1.5 $7.3M 62k 117.22
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 1.4 $7.0M 15k 460.26
Qualcomm Common Stock (QCOM) 1.2 $5.9M 35k 170.05
McDonald's Corporation Common Stock (MCD) 1.1 $5.5M 18k 304.51
Emerson Electric Common Stock (EMR) 1.1 $5.4M 49k 109.37
Nike Common Stock (NKE) 1.1 $5.3M 60k 88.40
Oracle Corporation Common Stock (ORCL) 1.0 $5.1M 30k 170.40
Boeing Company Common Stock (BA) 0.9 $4.7M 31k 152.04
Norfolk Southern Corporation Common Stock (NSC) 0.9 $4.4M 18k 248.50
Walt Disney Company Common Stock (DIS) 0.9 $4.4M 45k 96.19
Abbott Laboratories Common Stock (ABT) 0.8 $4.1M 36k 114.01
Dover Corporation Common Stock (DOV) 0.8 $3.9M 21k 191.74
PepsiCo Common Stock (PEP) 0.7 $3.4M 20k 170.05
United Parcel Service Common Stock (UPS) 0.7 $3.4M 25k 136.34
American Express Company Common Stock (AXP) 0.7 $3.3M 12k 271.20
Colgate-Palmolive Company Common Stock (CL) 0.6 $2.9M 28k 103.81
Union Pacific Corporation Common Stock (UNP) 0.6 $2.9M 12k 246.48
Coca-Cola Company Common Stock (KO) 0.5 $2.6M 36k 71.86
Costco Wholesale Corporation Common Stock (COST) 0.5 $2.6M 2.9k 886.52
Home Depot Common Stock (HD) 0.5 $2.4M 6.0k 405.20
L3Harris Technologies Common Stock (LHX) 0.5 $2.3M 9.7k 237.87
Howard Hughes Holdings Common Stock (HHH) 0.5 $2.2M 29k 77.43
Novartis Common Stock (NVS) 0.4 $2.1M 18k 115.02
Alphabet Inc. Class C Common Stock (GOOG) 0.4 $1.8M 11k 167.19
Goldman Sachs Group Common Stock (GS) 0.4 $1.8M 3.6k 495.11
UnitedHealth Group Incorporated Common Stock (UNH) 0.4 $1.8M 3.0k 584.68
NVIDIA Corporation Common Stock (NVDA) 0.3 $1.4M 12k 121.44
Bristol-Myers Squibb Company Common Stock (BMY) 0.3 $1.4M 27k 51.74
Alphabet Inc. Class A Common Stock (GOOGL) 0.3 $1.3M 7.8k 165.85
iShares Core S&P 500 ETF Common Stock (IVV) 0.2 $1.2M 2.1k 576.82
Spdr S&p 500 Etf Common Stock (SPY) 0.2 $1.2M 2.1k 573.76
Stryker Corporation Common Stock (SYK) 0.2 $1.1M 3.0k 361.26
United Rentals Common Stock (URI) 0.2 $1.1M 1.3k 809.73
Alibaba Group Holding Ltd ADS Common Stock (BABA) 0.2 $1.1M 10k 106.12
Lowe's Companies Common Stock (LOW) 0.2 $1.0M 3.8k 270.85
Bank of America Corporation Common Stock (BAC) 0.2 $987k 25k 39.68
Chevron Corporation Common Stock (CVX) 0.2 $912k 6.2k 147.27
Kenvue Common Stock (KVUE) 0.2 $907k 39k 23.13
JPMorgan Equity Premium Income ETF Common Stock (JEPI) 0.2 $858k 14k 59.51
GE Aerospace Common Stock (GE) 0.2 $799k 4.2k 188.58
PureCycle Technologies Common Stock (PCT) 0.2 $785k 83k 9.50
Morgan Stanley Common Stock (MS) 0.2 $780k 7.5k 104.24
International Business Machines Corporation Common Stock (IBM) 0.1 $520k 2.4k 221.08
Kinder Morgan Common Stock (KMI) 0.1 $502k 23k 22.09
Eaton Corporation Common Stock (ETN) 0.1 $403k 1.2k 331.44
Pfizer Common Stock (PFE) 0.1 $385k 13k 28.94
Visa Common Stock (V) 0.1 $379k 1.4k 274.95
Air Products and Chemicals Common Stock (APD) 0.1 $297k 996.00 297.74
Cisco Systems Common Stock (CSCO) 0.1 $293k 5.5k 53.22
Merck & Co Common Stock (MRK) 0.1 $284k 2.5k 113.56
CrowdStrike Holdings Common Stock (CRWD) 0.1 $266k 950.00 280.47
iShares MSCI India ETF Common Stock (INDA) 0.1 $263k 4.5k 58.53
GE Vernova Common Stock (GEV) 0.1 $262k 1.0k 254.98
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK) 0.1 $257k 2.8k 91.93
Mondelez International, Inc. Class A Common Stock (MDLZ) 0.0 $243k 3.3k 73.67
Element Solutions Common Stock (ESI) 0.0 $233k 8.6k 27.16
Baxter International Common Stock (BAX) 0.0 $214k 5.6k 37.97
BlackRock Common Stock 0.0 $214k 225.00 949.51
Schlumberger Common Stock (SLB) 0.0 $202k 4.8k 41.95
Metaverse Roundhill Ball ETF Common Stock (METV) 0.0 $135k 10k 13.49