Independent Investors

Independent Investors as of June 30, 2026

Portfolio Holdings for Independent Investors

Independent Investors holds 73 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 56.8 $298M 1.0M 289.36
Microsoft Corporation Common Stock (MSFT) 3.7 $19M 52k 373.02
Johnson & Johnson Common Stock (JNJ) 3.4 $18M 70k 253.97
JPMorgan Chase & Co. Common Stock (JPM) 3.4 $18M 54k 327.33
Amgen Common Stock (AMGN) 2.0 $11M 29k 362.12
AbbVie Common Stock (ABBV) 1.9 $10M 40k 251.64
Exxon Mobil Corporation Common Stock (XOM) 1.5 $8.0M 59k 136.72
Waters Corporation Common Stock (WAT) 1.5 $7.7M 21k 375.04
NVIDIA Corporation Common Stock (NVDA) 1.5 $7.7M 38k 200.09
Emerson Electric Common Stock (EMR) 1.3 $7.0M 49k 143.15
Boeing Company Common Stock (BA) 1.2 $6.4M 30k 216.47
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 1.2 $6.3M 13k 500.39
Qualcomm Common Stock (QCOM) 1.2 $6.2M 34k 184.79
Norfolk Southern Corporation Common Stock (NSC) 1.0 $5.4M 17k 314.59
Procter & Gamble Company Common Stock (PG) 1.0 $5.2M 35k 146.64
Dover Corporation Common Stock (DOV) 0.9 $4.6M 20k 224.28
Honeywell International Common Stock 0.9 $4.6M 20k 223.90
McDonald's Corporation Common Stock (MCD) 0.9 $4.5M 17k 270.31
Oracle Corporation Common Stock (ORCL) 0.8 $4.4M 30k 146.55
Walt Disney Company Common Stock (DIS) 0.8 $4.2M 44k 96.25
American Express Company Common Stock (AXP) 0.7 $3.7M 11k 338.25
Goldman Sachs Group Common Stock (GS) 0.7 $3.5M 3.5k 1011.37
Union Pacific Corporation Common Stock (UNP) 0.6 $3.0M 11k 272.00
Coca-Cola Company Common Stock (KO) 0.6 $2.9M 36k 81.27
L3Harris Technologies Common Stock (LHX) 0.5 $2.8M 9.7k 290.59
Novartis Common Stock (NVS) 0.5 $2.8M 18k 156.72
Alphabet Inc. Class C Common Stock (GOOG) 0.5 $2.8M 7.8k 353.33
United Parcel Service Common Stock (UPS) 0.5 $2.6M 24k 107.50
Abbott Laboratories Common Stock (ABT) 0.5 $2.5M 28k 90.74
Nike Common Stock (NKE) 0.5 $2.5M 60k 41.05
Colgate-Palmolive Company Common Stock (CL) 0.5 $2.5M 27k 91.68
Costco Wholesale Corporation Common Stock (COST) 0.4 $2.3M 2.4k 935.47
Howard Hughes Holdings Common Stock (HHH) 0.4 $2.0M 29k 71.49
Home Depot Common Stock (HD) 0.3 $1.8M 5.0k 352.68
Alphabet Inc. Class A Common Stock (GOOGL) 0.3 $1.6M 4.4k 357.37
iShares Core S&P 500 ETF Common Stock (IVV) 0.3 $1.6M 2.1k 748.89
United Rentals Common Stock (URI) 0.3 $1.5M 1.3k 1132.89
Bristol-Myers Squibb Company Common Stock (BMY) 0.3 $1.5M 25k 57.62
Spdr S&p 500 Etf Common Stock (SPY) 0.3 $1.4M 1.9k 746.77
Bank of America Corporation Common Stock (BAC) 0.3 $1.4M 25k 56.98
Morgan Stanley Common Stock (MS) 0.3 $1.4M 6.5k 209.04
GE Aerospace Common Stock (GE) 0.2 $1.2M 3.3k 373.73
Honeywell Aerospace Common Stock (HONA) 0.2 $1.2M 5.4k 221.08
PepsiCo Common Stock (PEP) 0.2 $1.1M 8.3k 135.40
GE Vernova Common Stock (GEV) 0.2 $1.1M 907.00 1174.86
Alibaba Group Holding Ltd ADS Common Stock (BABA) 0.2 $969k 10k 95.98
CrowdStrike Holdings Common Stock (CRWD) 0.2 $950k 1.2k 763.14
Stryker Corporation Common Stock (SYK) 0.2 $945k 3.0k 314.84
UnitedHealth Group Incorporated Common Stock (UNH) 0.2 $927k 2.2k 415.63
Chevron Corporation Common Stock (CVX) 0.2 $902k 5.4k 165.76
Solstice Advanced Materials Common Stock (SOLS) 0.2 $897k 10k 88.60
Lowe's Companies Common Stock (LOW) 0.2 $838k 3.8k 220.49
JPMorgan Equity Premium Income ETF Common Stock (JEPI) 0.2 $805k 14k 56.48
Pershing Square USA Common Stock 0.1 $748k 20k 37.38
Cisco Systems Common Stock (CSCO) 0.1 $724k 6.2k 117.46
International Business Machines Corporation Common Stock (IBM) 0.1 $661k 2.4k 281.21
PureCycle Technologies Common Stock (PCT) 0.1 $653k 81k 8.11
Uber Technologies Common Stock (UBER) 0.1 $641k 8.9k 72.16
Kinder Morgan Common Stock (KMI) 0.1 $595k 19k 31.97
Amazon.com Common Stock (AMZN) 0.1 $574k 2.4k 238.34
JPMorgan NASDAQ Equity Premium Income ETF Common Stock (JEPQ) 0.1 $517k 8.4k 61.46
Eaton Corporation Common Stock (ETN) 0.1 $511k 1.2k 426.12
Visa Common Stock (V) 0.1 $474k 1.4k 343.09
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK) 0.1 $329k 2.8k 117.50
Merck & Co Common Stock (MRK) 0.1 $321k 2.5k 128.50
Invesco QQQ Trust Common Stock (QQQ) 0.1 $282k 383.00 736.40
Pfizer Common Stock (PFE) 0.1 $281k 12k 24.08
Air Products and Chemicals Common Stock (APD) 0.0 $219k 746.00 293.18
Vanguard Emerging Markets ETF Common Stock (VWO) 0.0 $218k 3.7k 59.69
iShares MSCI India ETF Common Stock (INDA) 0.0 $208k 4.2k 49.39
SLB Common Stock (SLB) 0.0 $206k 4.4k 46.49
Seaport Entertainment Group Common Stock (SEG) 0.0 $202k 7.6k 26.60
Metaverse Roundhill Ball ETF Common Stock (METV) 0.0 $185k 10k 18.45