Independent Investors

Independent Investors as of March 31, 2025

Portfolio Holdings for Independent Investors

Independent Investors holds 70 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 54.5 $257M 1.2M 222.13
Microsoft Corporation Common Stock (MSFT) 4.3 $21M 55k 375.39
JPMorgan Chase & Co. Common Stock (JPM) 3.0 $14M 57k 245.30
Johnson & Johnson Common Stock (JNJ) 2.5 $12M 72k 165.84
Waters Corporation Common Stock (WAT) 2.5 $12M 32k 368.57
AbbVie Common Stock (ABBV) 2.0 $9.5M 45k 209.52
Amgen Common Stock (AMGN) 2.0 $9.3M 30k 311.55
Procter & Gamble Company Common Stock (PG) 1.9 $9.1M 54k 170.42
Honeywell International Common Stock (HON) 1.9 $9.0M 42k 211.75
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 1.7 $8.1M 15k 532.58
Exxon Mobil Corporation Common Stock (XOM) 1.6 $7.4M 62k 118.93
McDonald's Corporation Common Stock (MCD) 1.2 $5.6M 18k 312.37
Emerson Electric Common Stock (EMR) 1.1 $5.4M 49k 109.64
Qualcomm Common Stock (QCOM) 1.1 $5.3M 35k 153.61
Boeing Company Common Stock (BA) 1.1 $5.2M 31k 170.55
Abbott Laboratories Common Stock (ABT) 1.0 $4.8M 36k 132.65
Walt Disney Company Common Stock (DIS) 1.0 $4.5M 45k 98.70
Oracle Corporation Common Stock (ORCL) 0.9 $4.2M 30k 139.81
Norfolk Southern Corporation Common Stock (NSC) 0.9 $4.2M 18k 236.85
Nike Common Stock (NKE) 0.8 $3.8M 60k 63.48
Dover Corporation Common Stock (DOV) 0.8 $3.6M 21k 175.68
American Express Company Common Stock (AXP) 0.7 $3.2M 12k 269.05
PepsiCo Common Stock (PEP) 0.6 $2.9M 20k 149.94
Union Pacific Corporation Common Stock (UNP) 0.6 $2.7M 12k 236.24
Costco Wholesale Corporation Common Stock (COST) 0.6 $2.7M 2.9k 945.78
United Parcel Service Common Stock (UPS) 0.6 $2.7M 25k 109.99
Colgate-Palmolive Company Common Stock (CL) 0.6 $2.6M 28k 93.70
Coca-Cola Company Common Stock (KO) 0.5 $2.5M 36k 71.62
Home Depot Common Stock (HD) 0.5 $2.4M 6.6k 366.49
Howard Hughes Holdings Common Stock (HHH) 0.5 $2.1M 29k 74.08
L3Harris Technologies Common Stock (LHX) 0.4 $2.0M 9.7k 209.31
Novartis Common Stock (NVS) 0.4 $2.0M 18k 111.48
Goldman Sachs Group Common Stock (GS) 0.4 $2.0M 3.6k 546.29
NVIDIA Corporation Common Stock (NVDA) 0.4 $1.9M 18k 108.38
Bristol-Myers Squibb Company Common Stock (BMY) 0.3 $1.6M 27k 60.99
Alphabet Inc. Class C Common Stock (GOOG) 0.3 $1.6M 10k 156.23
UnitedHealth Group Incorporated Common Stock (UNH) 0.3 $1.6M 3.0k 523.75
Alibaba Group Holding Ltd ADS Common Stock (BABA) 0.3 $1.3M 10k 132.23
Alphabet Inc. Class A Common Stock (GOOGL) 0.3 $1.2M 7.8k 154.64
iShares Core S&P 500 ETF Common Stock (IVV) 0.2 $1.2M 2.1k 561.90
Chevron Corporation Common Stock (CVX) 0.2 $1.2M 7.0k 167.29
Stryker Corporation Common Stock (SYK) 0.2 $1.1M 3.0k 372.25
Spdr S&p 500 Etf Common Stock (SPY) 0.2 $1.1M 2.0k 559.39
Bank of America Corporation Common Stock (BAC) 0.2 $1.0M 25k 41.73
JPMorgan Equity Premium Income ETF Common Stock (JEPI) 0.2 $952k 17k 57.14
Kenvue Common Stock (KVUE) 0.2 $941k 39k 23.98
Lowe's Companies Common Stock (LOW) 0.2 $886k 3.8k 233.23
GE Aerospace Common Stock (GE) 0.2 $848k 4.2k 200.15
United Rentals Common Stock (URI) 0.2 $834k 1.3k 626.70
Morgan Stanley Common Stock (MS) 0.2 $815k 7.0k 116.67
Uber Technologies Common Stock (UBER) 0.1 $657k 9.0k 72.86
International Business Machines Corporation Common Stock (IBM) 0.1 $584k 2.4k 248.66
PureCycle Technologies Common Stock (PCT) 0.1 $572k 83k 6.92
Kinder Morgan Common Stock (KMI) 0.1 $563k 20k 28.53
Cisco Systems Common Stock (CSCO) 0.1 $510k 8.3k 61.71
Visa Common Stock (V) 0.1 $484k 1.4k 350.46
CrowdStrike Holdings Common Stock (CRWD) 0.1 $465k 1.3k 352.58
Amazon.com Common Stock (AMZN) 0.1 $425k 2.2k 190.26
Pfizer Common Stock (PFE) 0.1 $337k 13k 25.34
Eaton Corporation Common Stock (ETN) 0.1 $330k 1.2k 271.83
GE Vernova Common Stock (GEV) 0.1 $314k 1.0k 305.28
Air Products and Chemicals Common Stock (APD) 0.1 $294k 996.00 294.92
iShares MSCI India ETF Common Stock (INDA) 0.1 $289k 5.6k 51.48
JPMorgan NASDAQ Equity Premium Income ETF Common Stock (JEPQ) 0.1 $261k 5.0k 51.78
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK) 0.0 $233k 2.8k 83.28
Merck & Co Common Stock (MRK) 0.0 $224k 2.5k 89.76
Mondelez International, Inc. Class A Common Stock (MDLZ) 0.0 $224k 3.3k 67.85
BlackRock Common Stock (BLK) 0.0 $213k 225.00 946.48
Schlumberger Common Stock (SLB) 0.0 $201k 4.8k 41.80
Metaverse Roundhill Ball ETF Common Stock (METV) 0.0 $135k 10k 13.49