Independent Investors

Independent Investors as of Dec. 31, 2025

Portfolio Holdings for Independent Investors

Independent Investors holds 69 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 55.2 $297M 1.1M 271.86
Microsoft Corporation Common Stock (MSFT) 4.9 $26M 54k 483.62
JPMorgan Chase & Co. Common Stock (JPM) 3.4 $18M 57k 322.22
Johnson & Johnson Common Stock (JNJ) 2.8 $15M 72k 206.95
AbbVie Common Stock (ABBV) 1.9 $10M 45k 228.49
Waters Corporation Common Stock (WAT) 1.8 $9.9M 26k 379.83
Amgen Common Stock (AMGN) 1.8 $9.7M 30k 327.31
Honeywell International Common Stock (HON) 1.5 $8.3M 42k 195.09
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 1.4 $7.6M 15k 502.65
Exxon Mobil Corporation Common Stock (XOM) 1.4 $7.4M 62k 120.34
NVIDIA Corporation Common Stock (NVDA) 1.3 $7.2M 39k 186.50
Boeing Company Common Stock (BA) 1.2 $6.6M 30k 217.12
Emerson Electric Common Stock (EMR) 1.2 $6.5M 49k 132.72
Procter & Gamble Company Common Stock (PG) 1.1 $6.0M 42k 143.31
Qualcomm Common Stock (QCOM) 1.1 $5.9M 34k 171.05
Oracle Corporation Common Stock (ORCL) 1.1 $5.8M 30k 194.91
McDonald's Corporation Common Stock (MCD) 1.0 $5.4M 18k 305.63
Walt Disney Company Common Stock (DIS) 1.0 $5.2M 45k 113.77
Norfolk Southern Corporation Common Stock (NSC) 0.9 $5.1M 18k 288.72
American Express Company Common Stock (AXP) 0.8 $4.4M 12k 369.95
Abbott Laboratories Common Stock (ABT) 0.8 $4.4M 35k 125.29
Dover Corporation Common Stock (DOV) 0.7 $4.0M 21k 195.24
Nike Common Stock (NKE) 0.7 $3.8M 60k 63.71
Goldman Sachs Group Common Stock (GS) 0.6 $3.2M 3.6k 879.00
Alphabet Inc. Class C Common Stock (GOOG) 0.5 $2.9M 9.3k 313.80
L3Harris Technologies Common Stock (LHX) 0.5 $2.9M 9.7k 293.57
PepsiCo Common Stock (PEP) 0.5 $2.8M 20k 143.52
Union Pacific Corporation Common Stock (UNP) 0.5 $2.7M 12k 231.32
Costco Wholesale Corporation Common Stock (COST) 0.5 $2.5M 2.9k 862.34
Coca-Cola Company Common Stock (KO) 0.5 $2.5M 36k 69.91
Novartis Common Stock (NVS) 0.5 $2.5M 18k 137.87
United Parcel Service Common Stock (UPS) 0.4 $2.4M 24k 99.19
Howard Hughes Holdings Common Stock (HHH) 0.4 $2.3M 29k 79.77
Colgate-Palmolive Company Common Stock (CL) 0.4 $2.2M 28k 79.02
Home Depot Common Stock (HD) 0.4 $2.1M 6.2k 344.10
Alphabet Inc. Class A Common Stock (GOOGL) 0.4 $2.0M 6.5k 313.00
Alibaba Group Holding Ltd ADS Common Stock (BABA) 0.3 $1.5M 10k 146.58
Bristol-Myers Squibb Company Common Stock (BMY) 0.3 $1.5M 27k 53.94
iShares Core S&P 500 ETF Common Stock (IVV) 0.3 $1.4M 2.1k 684.94
Bank of America Corporation Common Stock (BAC) 0.3 $1.4M 25k 55.00
Spdr S&p 500 Etf Common Stock (SPY) 0.2 $1.3M 2.0k 681.92
GE Aerospace Common Stock (GE) 0.2 $1.3M 4.2k 308.03
Morgan Stanley Common Stock (MS) 0.2 $1.2M 7.0k 177.53
United Rentals Common Stock (URI) 0.2 $1.1M 1.3k 809.32
Stryker Corporation Common Stock (SYK) 0.2 $1.1M 3.0k 351.47
Chevron Corporation Common Stock (CVX) 0.2 $1.0M 6.8k 152.41
UnitedHealth Group Incorporated Common Stock (UNH) 0.2 $939k 2.8k 330.11
Lowe's Companies Common Stock (LOW) 0.2 $916k 3.8k 241.16
JPMorgan Equity Premium Income ETF Common Stock (JEPI) 0.2 $871k 15k 57.24
Uber Technologies Common Stock (UBER) 0.1 $745k 9.1k 81.71
International Business Machines Corporation Common Stock (IBM) 0.1 $696k 2.4k 296.21
PureCycle Technologies Common Stock (PCT) 0.1 $695k 81k 8.59
Kenvue Common Stock (KVUE) 0.1 $677k 39k 17.25
GE Vernova Common Stock (GEV) 0.1 $671k 1.0k 653.57
Amazon.com Common Stock (AMZN) 0.1 $639k 2.8k 230.82
Cisco Systems Common Stock (CSCO) 0.1 $637k 8.3k 77.03
CrowdStrike Holdings Common Stock (CRWD) 0.1 $619k 1.3k 468.76
JPMorgan NASDAQ Equity Premium Income ETF Common Stock (JEPQ) 0.1 $530k 9.1k 58.12
Kinder Morgan Common Stock (KMI) 0.1 $526k 19k 27.49
Solstice Advanced Materials Common Stock 0.1 $514k 11k 48.58
Visa Common Stock (V) 0.1 $484k 1.4k 350.71
Eaton Corporation Common Stock (ETN) 0.1 $382k 1.2k 318.51
Pfizer Common Stock (PFE) 0.1 $305k 12k 24.90
iShares MSCI India ETF Common Stock (INDA) 0.1 $304k 5.6k 54.05
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK) 0.1 $271k 2.8k 96.88
Merck & Co Common Stock (MRK) 0.0 $263k 2.5k 105.26
BlackRock Common Stock (BLK) 0.0 $241k 225.00 1070.34
Invesco QQQ Trust Common Stock (QQQ) 0.0 $235k 383.00 614.31
Metaverse Roundhill Ball ETF Common Stock (METV) 0.0 $188k 10k 18.78