Independent Investors

Independent Investors as of June 30, 2025

Portfolio Holdings for Independent Investors

Independent Investors holds 67 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 50.2 $230M 1.1M 205.17
Microsoft Corporation Common Stock (MSFT) 5.9 $27M 55k 497.41
JPMorgan Chase & Co. Common Stock (JPM) 3.6 $17M 57k 289.91
Johnson & Johnson Common Stock (JNJ) 2.4 $11M 72k 152.75
Honeywell International Common Stock (HON) 2.1 $9.9M 42k 232.88
Waters Corporation Common Stock (WAT) 2.0 $9.2M 26k 349.04
AbbVie Common Stock (ABBV) 1.8 $8.4M 45k 185.62
Procter & Gamble Company Common Stock (PG) 1.8 $8.3M 52k 159.32
Amgen Common Stock (AMGN) 1.8 $8.3M 30k 279.21
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 1.6 $7.4M 15k 485.77
Exxon Mobil Corporation Common Stock (XOM) 1.5 $6.7M 62k 107.80
Oracle Corporation Common Stock (ORCL) 1.4 $6.5M 30k 218.63
Emerson Electric Common Stock (EMR) 1.4 $6.5M 49k 133.33
Boeing Company Common Stock (BA) 1.4 $6.4M 31k 209.53
NVIDIA Corporation Common Stock (NVDA) 1.3 $6.1M 39k 157.99
Walt Disney Company Common Stock (DIS) 1.2 $5.6M 45k 124.01
Qualcomm Common Stock (QCOM) 1.2 $5.5M 35k 159.26
McDonald's Corporation Common Stock (MCD) 1.1 $5.2M 18k 292.17
Abbott Laboratories Common Stock (ABT) 1.1 $4.9M 36k 136.01
Norfolk Southern Corporation Common Stock (NSC) 1.0 $4.5M 18k 255.97
Nike Common Stock (NKE) 0.9 $4.3M 60k 71.04
American Express Company Common Stock (AXP) 0.8 $3.8M 12k 318.98
Dover Corporation Common Stock (DOV) 0.8 $3.8M 21k 183.23
Costco Wholesale Corporation Common Stock (COST) 0.6 $2.9M 2.9k 989.94
Union Pacific Corporation Common Stock (UNP) 0.6 $2.7M 12k 230.08
Goldman Sachs Group Common Stock (GS) 0.6 $2.6M 3.6k 707.75
PepsiCo Common Stock (PEP) 0.6 $2.6M 20k 132.04
Colgate-Palmolive Company Common Stock (CL) 0.6 $2.6M 28k 90.90
Coca-Cola Company Common Stock (KO) 0.5 $2.5M 36k 70.75
United Parcel Service Common Stock (UPS) 0.5 $2.5M 25k 100.94
L3Harris Technologies Common Stock (LHX) 0.5 $2.4M 9.7k 250.84
Home Depot Common Stock (HD) 0.5 $2.3M 6.3k 366.64
Novartis Common Stock (NVS) 0.5 $2.2M 18k 121.01
Howard Hughes Holdings Common Stock (HHH) 0.4 $2.0M 29k 67.50
Alphabet Inc. Class C Common Stock (GOOG) 0.4 $1.6M 9.3k 177.39
iShares Core S&P 500 ETF Common Stock (IVV) 0.3 $1.3M 2.1k 620.90
Bristol-Myers Squibb Company Common Stock (BMY) 0.3 $1.2M 27k 46.29
Spdr S&p 500 Etf Common Stock (SPY) 0.3 $1.2M 2.0k 617.85
Stryker Corporation Common Stock (SYK) 0.3 $1.2M 3.0k 395.63
Bank of America Corporation Common Stock (BAC) 0.3 $1.2M 25k 47.32
Alphabet Inc. Class A Common Stock (GOOGL) 0.3 $1.1M 6.5k 176.23
Alibaba Group Holding Ltd ADS Common Stock (BABA) 0.2 $1.1M 10k 113.41
PureCycle Technologies Common Stock (PCT) 0.2 $1.1M 83k 13.70
GE Aerospace Common Stock (GE) 0.2 $1.1M 4.2k 257.39
United Rentals Common Stock (URI) 0.2 $1.0M 1.3k 753.40
Morgan Stanley Common Stock (MS) 0.2 $984k 7.0k 140.86
Chevron Corporation Common Stock (CVX) 0.2 $979k 6.8k 143.19
UnitedHealth Group Incorporated Common Stock (UNH) 0.2 $919k 2.9k 311.97
JPMorgan Equity Premium Income ETF Common Stock (JEPI) 0.2 $871k 15k 56.85
Lowe's Companies Common Stock (LOW) 0.2 $843k 3.8k 221.87
Uber Technologies Common Stock (UBER) 0.2 $841k 9.0k 93.30
Kenvue Common Stock (KVUE) 0.2 $821k 39k 20.93
International Business Machines Corporation Common Stock (IBM) 0.2 $693k 2.4k 294.78
CrowdStrike Holdings Common Stock (CRWD) 0.1 $672k 1.3k 509.31
Cisco Systems Common Stock (CSCO) 0.1 $574k 8.3k 69.38
Kinder Morgan Common Stock (KMI) 0.1 $565k 19k 29.40
GE Vernova Common Stock (GEV) 0.1 $543k 1.0k 529.15
Amazon.com Common Stock (AMZN) 0.1 $490k 2.2k 219.39
Visa Common Stock (V) 0.1 $490k 1.4k 355.05
Eaton Corporation Common Stock (ETN) 0.1 $434k 1.2k 356.99
iShares MSCI India ETF Common Stock (INDA) 0.1 $313k 5.6k 55.68
Pfizer Common Stock (PFE) 0.1 $297k 12k 24.24
JPMorgan NASDAQ Equity Premium Income ETF Common Stock (JEPQ) 0.1 $274k 5.0k 54.40
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK) 0.1 $255k 2.8k 90.98
BlackRock Common Stock (BLK) 0.1 $236k 225.00 1049.25
Air Products and Chemicals Common Stock (APD) 0.0 $210k 746.00 282.06
Metaverse Roundhill Ball ETF Common Stock (METV) 0.0 $170k 10k 17.03