INDEPENDENT INVESTORS INC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1121908
Institutional-grade research for retail investors

13F Reported Value

$523.6M

Holdings

73

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

INDEPENDENT INVESTORS INC disclosed 73 positions worth $523.6M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 56.8% of the equity portfolio, followed by $MSFT and $JNJ. During the quarter the fund opened 4 new positions and exited 1 — including a new stake in $HONA and a full exit from $KVUE. The portfolio is most concentrated in Technology (69.1% of disclosed assets). All figures are sourced directly from INDEPENDENT INVESTORS INC’s Form 13F-HR filing with the SEC under CIK 1121908.

Sector Allocation

TechnologyHealthcareFinancialsIndustrialsConsumer DiscretionaryConsumer Staples

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of INDEPENDENT INVESTORS INC's 73 positions.

Showing top 10 of 73 holdings.

Sector Allocation

Technology

$361.7M

Healthcare

$48.7M

Financials

$34.5M

Industrials

$31.3M

Consumer Discretionary

$12.4M

Consumer Staples

$11.7M

Energy

$9.7M

Other

$6.3M

Full Holdings — INDEPENDENT INVESTORS INC (Q2 2026)

All 73 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1AAPL$AAPLApple Inc.$297.5M56.8%-5%76.1
2MSFT$MSFTMICROSOFT CORP$19.4M3.7%-4%83.7
3JNJ$JNJJOHNSON & JOHNSON$17.9M3.4%-1%72.8
4JPM$JPMJPMORGAN CHASE & CO$17.7M3.4%-3%35.6
5AMGN$AMGNAMGEN INC$10.6M2.0%-1%79.5
6ABBV$ABBVAbbVie Inc.$10.1M1.9%-10%59.3
7XOM$XOMEXXON MOBIL CORP$8.0M1.5%-4%61.8
8WAT$WATWATERS CORP /DE/$7.7M1.5%-21%69.9
9NVDA$NVDANVIDIA CORP$7.7M1.5%-1%90.2
10EMR$EMREMERSON ELECTRIC CO$7.0M1.3%+0%65.9
11BA$BABOEING CO$6.4M1.2%-3%51.8
12BRK.B$BRK.BBERKSHIRE HATHAWAY INC$6.3M1.2%-16%64.5
13QCOM$QCOMQUALCOMM INC/DE$6.2M1.2%-2%81.9
14NSC$NSCNORFOLK SOUTHERN CORP$5.4M1.0%-3%70.8
15PG$PGPROCTER & GAMBLE Co$5.2M1.0%-12%72.9
16DOV$DOVDOVER Corp$4.6M0.9%+0%63.1
17HON$HONHONEYWELL INTERNATIONAL INC$4.6M0.9%-51%65.7
18MCD$MCDMCDONALDS CORP$4.5M0.9%-3%73.9
19ORCL$ORCLORACLE CORP$4.4M0.8%+0%67.2
20DIS$DISWalt Disney Co$4.2M0.8%-1%68.9
21AXP$AXPAMERICAN EXPRESS CO$3.7M0.7%-8%73.2
22GS$GSGOLDMAN SACHS GROUP INC$3.5M0.7%-4%
23UNP$UNPUNION PACIFIC CORP$3.0M0.6%-4%74
24KO$KOCOCA COLA CO$2.9M0.6%+0%74
25LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$2.8M0.5%+0%66.5
26NVS$NVSNOVARTIS AG$2.8M0.5%+0%
27GOOGL$GOOGLAlphabet Inc.$2.8M0.5%-16%80.2
28UPS$UPSUNITED PARCEL SERVICE INC$2.6M0.5%+0%58.2
29ABT$ABTABBOTT LABORATORIES$2.5M0.5%-19%67
30NKE$NKENIKE, Inc.$2.5M0.5%+0%53.4
31CL$CLCOLGATE PALMOLIVE CO$2.5M0.5%-4%72.4
32COST$COSTCOSTCO WHOLESALE CORP /NEW$2.3M0.4%-16%67
33HHH$HHHHoward Hughes Holdings Inc.$2.0M0.4%+0%38.4
34HD$HDHOME DEPOT, INC.$1.8M0.3%-16%69.2
35GOOG$GOOGAlphabet Inc.$1.6M0.3%-25%80.2
36iShares Core S&P 500 ETF - Common Stock$1.6M0.3%+0%
37URI$URIUNITED RENTALS, INC.$1.5M0.3%+0%70.7
38BMY$BMYBRISTOL MYERS SQUIBB CO$1.5M0.3%-4%70.1
39SPY$SPYSPDR S&P 500 ETF TRUST$1.4M0.3%-3%
40BAC$BACBANK OF AMERICA CORP /DE/$1.4M0.3%+0%68.4
41MS$MSMORGAN STANLEY$1.4M0.3%-4%
42GE$GEGENERAL ELECTRIC CO$1.2M0.2%-19%74.8
43HONA$HONAHoneywell Aerospace Inc.$1.2M0.2%NEW
44PEP$PEPPEPSICO INC$1.1M0.2%-55%62.7
45GEV$GEVGE Vernova Inc.$1.1M0.2%-9%70.1
46BABA$BABAAlibaba Group Holding Ltd$969,3980.2%+0%
47CRWD$CRWDCrowdStrike Holdings, Inc.$950,1090.2%-2%55
48SYK$SYKSTRYKER CORP$944,5200.2%+0%69.8
49UNH$UNHUNITEDHEALTH GROUP INC$926,8550.2%-14%66.8
50CVX$CVXCHEVRON CORP$901,7340.2%-17%54.7
51SOLS$SOLSSolstice Advanced Materials Inc.$897,4290.2%-2%
52LOW$LOWLOWES COMPANIES INC$837,8620.2%+0%63.5
53JPMorgan Equity Premium Income ETF - Common Stock$804,8960.1%-6%
54PSUS$PSUSPershing Square USA, Ltd.$747,6000.1%NEW
55CSCO$CSCOCISCO SYSTEMS, INC.$723,5540.1%-22%72.3
56IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$660,8440.1%+0%66.7
57PCT$PCTPureCycle Technologies, Inc.$653,3980.1%+0%26.6
58UBER$UBERUber Technologies, Inc$640,7810.1%-2%79.3
59KMI$KMIKINDER MORGAN, INC.$595,1540.1%+0%74.6
60AMZN$AMZNAMAZON COM INC$574,3990.1%-2%74.6
61JPMorgan NASDAQ Equity Premium Income ETF - Common Stock$516,8790.1%-8%
62ETN$ETNEaton Corp plc$511,3440.1%+0%
63V$VVISA INC.$473,4640.1%+0%83.5
64iShares S&P Mid-Cap 400 Growth ETF - Common Stock$329,0000.1%+0%
65MRK$MRKMerck & Co., Inc.$321,2500.1%+0%70.9
66QQQ$QQQINVESCO QQQ TRUST, SERIES 1$282,0410.1%+0%
67PFE$PFEPFIZER INC$280,5320.1%-5%69
68APD$APDAir Products & Chemicals, Inc.$218,7120.0%+0%41.2
69Vanguard Emerging Markets ETF - Common Stock$217,8690.0%NEW
70iShares MSCI India ETF - Common Stock$207,9320.0%-9%
71SLB$SLBSLB LIMITED/NV$205,7180.0%+0%63.2
72SEG$SEGSeaport Entertainment Group Inc.$201,7340.0%NEW13.3
73Metaverse Roundhill Ball ETF - Common Stock$184,5000.0%+0%

New Positions (4)

HONA$HONA Honeywell Aerospace Inc.$1.2M
PSUS$PSUS Pershing Square USA, Ltd.$747,600
Vanguard Emerging Markets ETF - Common Stock$217,869
SEG$SEG Seaport Entertainment Group Inc.$201,734

Exited Positions (1)

KVUE$KVUE Kenvue Inc.

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