Independent Investors

Independent Investors as of Sept. 30, 2025

Portfolio Holdings for Independent Investors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 53.9 $280M 1.1M 254.63
Microsoft Corporation Common Stock (MSFT) 5.4 $28M 54k 517.95
JPMorgan Chase & Co. Common Stock (JPM) 3.4 $18M 57k 315.43
Johnson & Johnson Common Stock (JNJ) 2.6 $13M 72k 185.42
AbbVie Common Stock (ABBV) 2.0 $11M 45k 231.54
Honeywell International Common Stock (HON) 1.7 $8.9M 42k 210.50
Oracle Corporation Common Stock (ORCL) 1.6 $8.4M 30k 281.24
Amgen Common Stock (AMGN) 1.6 $8.4M 30k 282.20
Waters Corporation Common Stock (WAT) 1.5 $7.8M 26k 299.81
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 1.5 $7.6M 15k 502.74
NVIDIA Corporation Common Stock (NVDA) 1.4 $7.2M 39k 186.58
Exxon Mobil Corporation Common Stock (XOM) 1.3 $7.0M 62k 112.75
Boeing Company Common Stock (BA) 1.3 $6.6M 30k 215.83
Procter & Gamble Company Common Stock (PG) 1.2 $6.4M 42k 153.65
Emerson Electric Common Stock (EMR) 1.2 $6.4M 49k 131.18
Qualcomm Common Stock (QCOM) 1.1 $5.7M 34k 166.36
McDonald's Corporation Common Stock (MCD) 1.0 $5.4M 18k 303.89
Norfolk Southern Corporation Common Stock (NSC) 1.0 $5.3M 18k 300.41
Walt Disney Company Common Stock (DIS) 1.0 $5.2M 45k 114.50
Abbott Laboratories Common Stock (ABT) 0.9 $4.7M 35k 133.94
Nike Common Stock (NKE) 0.8 $4.2M 60k 69.73
American Express Company Common Stock (AXP) 0.8 $4.0M 12k 332.16
Dover Corporation Common Stock (DOV) 0.7 $3.4M 21k 166.83
L3Harris Technologies Common Stock (LHX) 0.6 $3.0M 9.7k 305.41
Goldman Sachs Group Common Stock (GS) 0.6 $2.9M 3.6k 796.35
Union Pacific Corporation Common Stock (UNP) 0.5 $2.8M 12k 236.37
PepsiCo Common Stock (PEP) 0.5 $2.7M 20k 140.44
Costco Wholesale Corporation Common Stock (COST) 0.5 $2.7M 2.9k 925.63
Home Depot Common Stock (HD) 0.5 $2.5M 6.2k 405.19
Howard Hughes Holdings Common Stock (HHH) 0.5 $2.4M 29k 82.17
Coca-Cola Company Common Stock (KO) 0.5 $2.4M 36k 66.32
Novartis Common Stock (NVS) 0.4 $2.3M 18k 128.24
Alphabet Inc. Class C Common Stock (GOOG) 0.4 $2.3M 9.3k 243.55
Colgate-Palmolive Company Common Stock (CL) 0.4 $2.2M 28k 79.94
United Parcel Service Common Stock (UPS) 0.4 $2.0M 24k 83.53
Alibaba Group Holding Ltd ADS Common Stock (BABA) 0.3 $1.8M 10k 178.73
Alphabet Inc. Class A Common Stock (GOOGL) 0.3 $1.6M 6.5k 243.10
iShares Core S&P 500 ETF Common Stock (IVV) 0.3 $1.4M 2.1k 669.30
Spdr S&p 500 Etf Common Stock (SPY) 0.3 $1.3M 2.0k 666.18
Bank of America Corporation Common Stock (BAC) 0.2 $1.3M 25k 51.59
GE Aerospace Common Stock (GE) 0.2 $1.3M 4.2k 300.82
United Rentals Common Stock (URI) 0.2 $1.3M 1.3k 954.66
Bristol-Myers Squibb Company Common Stock (BMY) 0.2 $1.2M 27k 45.10
Morgan Stanley Common Stock (MS) 0.2 $1.1M 7.0k 158.96
Stryker Corporation Common Stock (SYK) 0.2 $1.1M 3.0k 369.67
PureCycle Technologies Common Stock (PCT) 0.2 $1.1M 82k 13.15
Chevron Corporation Common Stock (CVX) 0.2 $1.1M 6.8k 155.29
UnitedHealth Group Incorporated Common Stock (UNH) 0.2 $982k 2.8k 345.30
Lowe's Companies Common Stock (LOW) 0.2 $955k 3.8k 251.31
Uber Technologies Common Stock (UBER) 0.2 $883k 9.0k 97.97
JPMorgan Equity Premium Income ETF Common Stock (JEPI) 0.2 $869k 15k 57.10
International Business Machines Corporation Common Stock (IBM) 0.1 $663k 2.4k 282.16
CrowdStrike Holdings Common Stock (CRWD) 0.1 $647k 1.3k 490.38
Kenvue Common Stock (KVUE) 0.1 $637k 39k 16.23
GE Vernova Common Stock (GEV) 0.1 $632k 1.0k 614.90
Cisco Systems Common Stock (CSCO) 0.1 $566k 8.3k 68.42
Kinder Morgan Common Stock (KMI) 0.1 $541k 19k 28.31
JPMorgan NASDAQ Equity Premium Income ETF Common Stock (JEPQ) 0.1 $520k 9.0k 57.52
Amazon.com Common Stock (AMZN) 0.1 $491k 2.2k 219.57
Visa Common Stock (V) 0.1 $471k 1.4k 341.38
Eaton Corporation Common Stock (ETN) 0.1 $455k 1.2k 374.25
Pfizer Common Stock (PFE) 0.1 $312k 12k 25.48
iShares MSCI India ETF Common Stock (INDA) 0.1 $293k 5.6k 52.06
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK) 0.1 $269k 2.8k 95.89
BlackRock Common Stock (BLK) 0.1 $262k 225.00 1165.87
Invesco QQQ Trust Common Stock (QQQ) 0.0 $230k 383.00 600.37
Talen Energy Corp Common Stock (TLN) 0.0 $213k 500.00 425.38
Merck & Co Common Stock (MRK) 0.0 $210k 2.5k 83.93
Metaverse Roundhill Ball ETF Common Stock (METV) 0.0 $206k 10k 20.60
Air Products and Chemicals Common Stock (APD) 0.0 $203k 746.00 272.72