INDEPENDENT INVESTORS INC
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.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$297.5M1,027,983 sh - 83.7#15
Quality
$19.4M52,050 sh - 72.8#214
Quality
$17.9M70,356 sh - 35.6
Quality
$17.7M54,204 sh - 79.5
Quality
$10.6M29,176 sh - 59.3
Quality
$10.1M40,274 sh - 61.8
Quality
$8.0M58,649 sh - 69.9
Quality
$7.7M20,663 sh - 90.2
Quality
$7.7M38,260 sh - 65.9
Quality
$7.0M48,896 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 76.1#112 | $297.5M | 1,027,983 | |
| 83.7#15 | $19.4M | 52,050 | |
| 72.8#214 | $17.9M | 70,356 | |
| 35.6 | $17.7M | 54,204 | |
| 79.5 | $10.6M | 29,176 | |
| 59.3 | $10.1M | 40,274 | |
| 61.8 | $8.0M | 58,649 | |
| 69.9 | $7.7M | 20,663 | |
| 90.2 | $7.7M | 38,260 | |
| 65.9 | $7.0M | 48,896 |
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.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | Apple Inc. | $297.5M | 56.8% | -5% | 76.1 | |
| 2 | MICROSOFT CORP | $19.4M | 3.7% | -4% | 83.7 | |
| 3 | JOHNSON & JOHNSON | $17.9M | 3.4% | -1% | 72.8 | |
| 4 | JPMORGAN CHASE & CO | $17.7M | 3.4% | -3% | 35.6 | |
| 5 | AMGEN INC | $10.6M | 2.0% | -1% | 79.5 | |
| 6 | AbbVie Inc. | $10.1M | 1.9% | -10% | 59.3 | |
| 7 | EXXON MOBIL CORP | $8.0M | 1.5% | -4% | 61.8 | |
| 8 | WATERS CORP /DE/ | $7.7M | 1.5% | -21% | 69.9 | |
| 9 | NVIDIA CORP | $7.7M | 1.5% | -1% | 90.2 | |
| 10 | EMERSON ELECTRIC CO | $7.0M | 1.3% | +0% | 65.9 | |
| 11 | BOEING CO | $6.4M | 1.2% | -3% | 51.8 | |
| 12 | BERKSHIRE HATHAWAY INC | $6.3M | 1.2% | -16% | 64.5 | |
| 13 | QUALCOMM INC/DE | $6.2M | 1.2% | -2% | 81.9 | |
| 14 | NORFOLK SOUTHERN CORP | $5.4M | 1.0% | -3% | 70.8 | |
| 15 | PROCTER & GAMBLE Co | $5.2M | 1.0% | -12% | 72.9 | |
| 16 | DOVER Corp | $4.6M | 0.9% | +0% | 63.1 | |
| 17 | HONEYWELL INTERNATIONAL INC | $4.6M | 0.9% | -51% | 65.7 | |
| 18 | MCDONALDS CORP | $4.5M | 0.9% | -3% | 73.9 | |
| 19 | ORACLE CORP | $4.4M | 0.8% | +0% | 67.2 | |
| 20 | Walt Disney Co | $4.2M | 0.8% | -1% | 68.9 | |
| 21 | AMERICAN EXPRESS CO | $3.7M | 0.7% | -8% | 73.2 | |
| 22 | GOLDMAN SACHS GROUP INC | $3.5M | 0.7% | -4% | — | |
| 23 | UNION PACIFIC CORP | $3.0M | 0.6% | -4% | 74 | |
| 24 | COCA COLA CO | $2.9M | 0.6% | +0% | 74 | |
| 25 | L3HARRIS TECHNOLOGIES, INC. /DE/ | $2.8M | 0.5% | +0% | 66.5 | |
| 26 | NOVARTIS AG | $2.8M | 0.5% | +0% | — | |
| 27 | Alphabet Inc. | $2.8M | 0.5% | -16% | 80.2 | |
| 28 | UNITED PARCEL SERVICE INC | $2.6M | 0.5% | +0% | 58.2 | |
| 29 | ABBOTT LABORATORIES | $2.5M | 0.5% | -19% | 67 | |
| 30 | NIKE, Inc. | $2.5M | 0.5% | +0% | 53.4 | |
| 31 | COLGATE PALMOLIVE CO | $2.5M | 0.5% | -4% | 72.4 | |
| 32 | COSTCO WHOLESALE CORP /NEW | $2.3M | 0.4% | -16% | 67 | |
| 33 | Howard Hughes Holdings Inc. | $2.0M | 0.4% | +0% | 38.4 | |
| 34 | HOME DEPOT, INC. | $1.8M | 0.3% | -16% | 69.2 | |
| 35 | Alphabet Inc. | $1.6M | 0.3% | -25% | 80.2 | |
| 36 | — | iShares Core S&P 500 ETF - Common Stock | $1.6M | 0.3% | +0% | — |
| 37 | UNITED RENTALS, INC. | $1.5M | 0.3% | +0% | 70.7 | |
| 38 | BRISTOL MYERS SQUIBB CO | $1.5M | 0.3% | -4% | 70.1 | |
| 39 | SPDR S&P 500 ETF TRUST | $1.4M | 0.3% | -3% | — | |
| 40 | BANK OF AMERICA CORP /DE/ | $1.4M | 0.3% | +0% | 68.4 | |
| 41 | MORGAN STANLEY | $1.4M | 0.3% | -4% | — | |
| 42 | GENERAL ELECTRIC CO | $1.2M | 0.2% | -19% | 74.8 | |
| 43 | Honeywell Aerospace Inc. | $1.2M | 0.2% | NEW | — | |
| 44 | PEPSICO INC | $1.1M | 0.2% | -55% | 62.7 | |
| 45 | GE Vernova Inc. | $1.1M | 0.2% | -9% | 70.1 | |
| 46 | Alibaba Group Holding Ltd | $969,398 | 0.2% | +0% | — | |
| 47 | CrowdStrike Holdings, Inc. | $950,109 | 0.2% | -2% | 55 | |
| 48 | STRYKER CORP | $944,520 | 0.2% | +0% | 69.8 | |
| 49 | UNITEDHEALTH GROUP INC | $926,855 | 0.2% | -14% | 66.8 | |
| 50 | CHEVRON CORP | $901,734 | 0.2% | -17% | 54.7 | |
| 51 | Solstice Advanced Materials Inc. | $897,429 | 0.2% | -2% | — | |
| 52 | LOWES COMPANIES INC | $837,862 | 0.2% | +0% | 63.5 | |
| 53 | — | JPMorgan Equity Premium Income ETF - Common Stock | $804,896 | 0.1% | -6% | — |
| 54 | Pershing Square USA, Ltd. | $747,600 | 0.1% | NEW | — | |
| 55 | CISCO SYSTEMS, INC. | $723,554 | 0.1% | -22% | 72.3 | |
| 56 | INTERNATIONAL BUSINESS MACHINES CORP | $660,844 | 0.1% | +0% | 66.7 | |
| 57 | PureCycle Technologies, Inc. | $653,398 | 0.1% | +0% | 26.6 | |
| 58 | Uber Technologies, Inc | $640,781 | 0.1% | -2% | 79.3 | |
| 59 | KINDER MORGAN, INC. | $595,154 | 0.1% | +0% | 74.6 | |
| 60 | AMAZON COM INC | $574,399 | 0.1% | -2% | 74.6 | |
| 61 | — | JPMorgan NASDAQ Equity Premium Income ETF - Common Stock | $516,879 | 0.1% | -8% | — |
| 62 | Eaton Corp plc | $511,344 | 0.1% | +0% | — | |
| 63 | VISA INC. | $473,464 | 0.1% | +0% | 83.5 | |
| 64 | — | iShares S&P Mid-Cap 400 Growth ETF - Common Stock | $329,000 | 0.1% | +0% | — |
| 65 | Merck & Co., Inc. | $321,250 | 0.1% | +0% | 70.9 | |
| 66 | INVESCO QQQ TRUST, SERIES 1 | $282,041 | 0.1% | +0% | — | |
| 67 | PFIZER INC | $280,532 | 0.1% | -5% | 69 | |
| 68 | Air Products & Chemicals, Inc. | $218,712 | 0.0% | +0% | 41.2 | |
| 69 | — | Vanguard Emerging Markets ETF - Common Stock | $217,869 | 0.0% | NEW | — |
| 70 | — | iShares MSCI India ETF - Common Stock | $207,932 | 0.0% | -9% | — |
| 71 | SLB LIMITED/NV | $205,718 | 0.0% | +0% | 63.2 | |
| 72 | Seaport Entertainment Group Inc. | $201,734 | 0.0% | NEW | 13.3 | |
| 73 | — | Metaverse Roundhill Ball ETF - Common Stock | $184,500 | 0.0% | +0% | — |
New Positions (4)
Exited Positions (1)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for INDEPENDENT INVESTORS INC including:
Track INDEPENDENT INVESTORS INC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for INDEPENDENT INVESTORS INC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: INDEPENDENT INVESTORS INC
13F Pro is an AI hedge fund tracker and stock research platform. For INDEPENDENT INVESTORS INC (SEC CIK: 1121908), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in INDEPENDENT INVESTORS INC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.