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Independent Investors Inc Top Holdings and 13F Report (2025)

About Independent Investors Inc

Investment Activity

  • Independent Investors Inc has $471.25 million in total holdings as of March 31, 2025.
  • Independent Investors Inc owns shares of 70 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 0.69% of the portfolio was purchased this quarter.
  • About 1.02% of the portfolio was sold this quarter.
  • This quarter, Independent Investors Inc has purchased 66 new stocks and bought additional shares in 9 stocks.
  • Independent Investors Inc sold shares of 12 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Apple
$256,686,986
Microsoft
$20,467,389
Johnson & Johnson
$11,902,503
Waters
$11,708,363

Largest New Holdings this Quarter

90353T100 - Uber Technologies
$656,833 Holding
023135106 - Amazon.com
$425,231 Holding
46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF
$261,230 Holding
609207105 - Mondelez International
$223,905 Holding
806857108 - Schlumberger
$200,640 Holding

Largest Purchases this Quarter

Uber Technologies
9,015 shares (about $656.83K)
NVIDIA
5,965 shares (about $646.49K)
Amazon.com
2,235 shares (about $425.23K)
JPMorgan Nasdaq Equity Premium Income ETF
5,045 shares (about $261.23K)
Mondelez International
3,300 shares (about $223.91K)

Largest Sales this Quarter

Apple
18,226 shares (about $4.05M)
Amgen
400 shares (about $124.62K)
Procter & Gamble
700 shares (about $119.29K)
Alphabet
530 shares (about $82.80K)
SPDR S&P 500 ETF Trust
117 shares (about $65.45K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndependent Investors Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$256,686,986$4,048,541 -1.6%1,155,57154.5%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$20,467,389$1,877 0.0%54,5234.3%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,965,9100.0%56,9343.0%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,902,503$8,292 -0.1%71,7712.5%Medical
Waters Co. stock logo
WAT
Waters
$11,708,363$36,857 -0.3%31,7672.5%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$9,509,6940.0%45,3882.0%Medical
Amgen Inc. stock logo
AMGN
Amgen
$9,270,170$124,620 -1.3%29,7552.0%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$9,141,670$119,294 -1.3%53,6421.9%Consumer Staples
Honeywell International Inc. stock logo
HON
Honeywell International
$8,962,3190.0%42,3251.9%Multi-Sector Conglomerates
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$8,061,6630.0%15,1371.7%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$7,368,0700.0%61,9531.6%Energy
McDonald's Co. stock logo
MCD
McDonald's
$5,636,7170.0%18,0451.2%Retail/Wholesale
Emerson Electric Co. stock logo
EMR
Emerson Electric
$5,372,3600.0%49,0001.1%Industrials
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$5,299,5450.0%34,5001.1%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$5,212,1790.0%30,5611.1%Aerospace
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,782,0330.0%36,0501.0%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$4,481,079$13,522 0.3%45,4011.0%Consumer Discretionary
Oracle Co. stock logo
ORCL
Oracle
$4,180,3190.0%29,9000.9%Computer and Technology
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$4,168,5600.0%17,6000.9%Transportation
NIKE, Inc. stock logo
NKE
NIKE
$3,808,8000.0%60,0000.8%Consumer Discretionary
Dover Co. stock logo
DOV
Dover
$3,619,0080.0%20,6000.8%Industrials
American Express stock logo
AXP
American Express
$3,228,6000.0%12,0000.7%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,918,2820.0%19,4630.6%Consumer Staples
Union Pacific Co. stock logo
UNP
Union Pacific
$2,749,8340.0%11,6400.6%Transportation
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,733,3040.0%2,8900.6%Retail/Wholesale
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,711,254$1,210 0.0%24,6500.6%Transportation
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$2,636,0620.0%28,1330.6%Consumer Staples
The Coca-Cola Company stock logo
KO
Coca-Cola
$2,549,672$44,763 -1.7%35,6000.5%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$2,422,499$222,826 10.1%6,6100.5%Retail/Wholesale
Howard Hughes Holdings
$2,149,2090.0%29,0120.5%Common Stock
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$2,040,5630.0%9,7490.4%Aerospace
Novartis AG stock logo
NVS
Novartis
$1,995,4920.0%17,9000.4%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,988,4960.0%3,6400.4%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,936,209$646,487 50.1%17,8650.4%Computer and Technology
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,642,9490.0%26,9380.3%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,629,479$82,802 -4.8%10,4300.3%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,576,488$2,619 -0.2%3,0100.3%Medical
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$1,335,5230.0%10,1000.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,209,2850.0%7,8200.3%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,177,742$1,686 0.1%2,0960.2%ETF
Chevron Co. stock logo
CVX
Chevron
$1,169,357$133,832 12.9%6,9900.2%Energy
Stryker Co. stock logo
SYK
Stryker
$1,116,7500.0%3,0000.2%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,103,117$65,449 -5.6%1,9720.2%Finance
Bank of America Co. stock logo
BAC
Bank of America
$1,038,2420.0%24,8800.2%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$952,238$128,279 15.6%16,6650.2%ETF
Kenvue Inc. stock logo
KVUE
Kenvue
$940,4720.0%39,2190.2%Consumer Staples
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$886,2740.0%3,8000.2%Retail/Wholesale
GE Aerospace stock logo
GE
GE Aerospace
$848,4360.0%4,2390.2%Industrials
United Rentals, Inc. stock logo
URI
United Rentals
$833,5110.0%1,3300.2%Construction
Morgan Stanley stock logo
MS
Morgan Stanley
$814,707$58,335 -6.7%6,9830.2%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$656,833$656,833 New Holding9,0150.1%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$584,3510.0%2,3500.1%Computer and Technology
PureCycle Technologies, Inc.
$571,7650.0%82,6250.1%Common Stock
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$562,4970.0%19,7160.1%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$510,342$170,937 50.4%8,2700.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$483,6350.0%1,3800.1%Business Services
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$465,406$130,455 38.9%1,3200.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$425,231$425,231 New Holding2,2350.1%Retail/Wholesale
Pfizer Inc. stock logo
PFE
Pfizer
$336,7690.0%13,2900.1%Medical
Eaton Co. plc stock logo
ETN
Eaton
$330,2730.0%1,2150.1%Industrials
GE Vernova Inc.
$313,5230.0%1,0270.1%Common Stock
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$293,7400.0%9960.1%Basic Materials
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$289,318$57,658 24.9%5,6200.1%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$261,230$261,230 New Holding5,0450.1%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$233,1840.0%2,8000.0%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$224,4000.0%2,5000.0%Medical
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$223,905$223,905 New Holding3,3000.0%Consumer Staples
BlackRock, Inc.
$212,9580.0%2250.0%Common Stock
Schlumberger Limited stock logo
SLB
Schlumberger
$200,640$200,640 New Holding4,8000.0%Energy
Roundhill Ball Metaverse ETF stock logo
METV
Roundhill Ball Metaverse ETF
$134,9000.0%10,0000.0%ETF
Seaport Entertainment Group Inc.
$0$214,656 -100.0%00.0%Common Stock

Showing largest 100 holdings. View all holdings.
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