S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Dell Technologies breaks out ahead of earnings release
Public Service Announcement: New National Emergency Incoming (Ad)
Dropbox’s stock is a falling knife worth catching
Novavax’s dispute resolution and upcoming earnings call
Better Than Oil Stocks (Ad)
Stock ideas from the 2024 Microcap Conference
Warner Bros. Discover: Debt down, profits up, yet questions remain
Better Than Oil Stocks (Ad)
Gloom settles over Germany's economy, with businesses downbeat about the coming months
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Dell Technologies breaks out ahead of earnings release
Public Service Announcement: New National Emergency Incoming (Ad)
Dropbox’s stock is a falling knife worth catching
Novavax’s dispute resolution and upcoming earnings call
Better Than Oil Stocks (Ad)
Stock ideas from the 2024 Microcap Conference
Warner Bros. Discover: Debt down, profits up, yet questions remain
Better Than Oil Stocks (Ad)
Gloom settles over Germany's economy, with businesses downbeat about the coming months
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Dell Technologies breaks out ahead of earnings release
Public Service Announcement: New National Emergency Incoming (Ad)
Dropbox’s stock is a falling knife worth catching
Novavax’s dispute resolution and upcoming earnings call
Better Than Oil Stocks (Ad)
Stock ideas from the 2024 Microcap Conference
Warner Bros. Discover: Debt down, profits up, yet questions remain
Better Than Oil Stocks (Ad)
Gloom settles over Germany's economy, with businesses downbeat about the coming months
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Dell Technologies breaks out ahead of earnings release
Public Service Announcement: New National Emergency Incoming (Ad)
Dropbox’s stock is a falling knife worth catching
Novavax’s dispute resolution and upcoming earnings call
Better Than Oil Stocks (Ad)
Stock ideas from the 2024 Microcap Conference
Warner Bros. Discover: Debt down, profits up, yet questions remain
Better Than Oil Stocks (Ad)
Gloom settles over Germany's economy, with businesses downbeat about the coming months
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024

Independent Investors Inc Top Holdings and 13F Report (2024)

About Independent Investors Inc

Investment Activity

  • Independent Investors Inc has $434.47 million in total holdings as of December 31, 2023.
  • Independent Investors Inc owns shares of 67 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 0.15% of the portfolio was purchased this quarter.
  • About 1.17% of the portfolio was sold this quarter.
  • This quarter, Independent Investors Inc has purchased 67 new stocks and bought additional shares in 4 stocks.
  • Independent Investors Inc sold shares of 19 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple
$239,620,720
Microsoft
$20,542,313
Johnson & Johnson
$11,321,644
Waters
$10,491,572

Largest New Holdings this Quarter

CrowdStrike
$293,618 Holding
3M
$218,640 Holding

Largest Purchases this Quarter

CrowdStrike
1,150 shares (about $293.62K)
3M
2,000 shares (about $218.64K)
PureCycle Technologies
20,075 shares (about $81.30K)
JPMorgan Chase & Co.
100 shares (about $17.01K)
United Parcel Service
100 shares (about $15.72K)

Largest Sales this Quarter

Apple
14,610 shares (about $2.81M)
CVS Health
4,000 shares (about $315.84K)
International Business Machines
700 shares (about $114.49K)
Schlumberger
2,000 shares (about $104.08K)
Procter & Gamble
633 shares (about $92.76K)

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
$239,620,720$2,812,863 -1.2%1,244,58955.2%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$20,542,313$12,409 -0.1%54,6284.7%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,321,6440.0%72,2322.6%Medical
Waters Co. stock logo
WAT
Waters
$10,491,5720.0%31,8672.4%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,704,035$17,010 0.2%57,0492.2%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$8,910,5780.0%42,4902.1%Multi-Sector Conglomerates
Amgen Inc. stock logo
AMGN
Amgen
$8,796,4190.0%30,5412.0%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$8,091,499$92,760 -1.1%55,2171.9%Consumer Staples
The Boeing Company stock logo
BA
Boeing
$8,037,712$17,204 -0.2%30,8361.9%Aerospace
AbbVie Inc. stock logo
ABBV
AbbVie
$7,033,7780.0%45,3881.6%Medical
NIKE, Inc. stock logo
NKE
NIKE
$6,514,2000.0%60,0001.5%Consumer Discretionary
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$6,098,180$3,299 -0.1%60,9941.4%Oils/Energy
McDonald's Co. stock logo
MCD
McDonald's
$5,480,987$19,570 -0.4%18,4851.3%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,398,7620.0%15,1371.2%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$4,989,7350.0%34,5001.1%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,769,1700.0%49,0001.1%Industrial Products
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$4,160,2880.0%17,6001.0%Transportation
The Walt Disney Company stock logo
DIS
Walt Disney
$4,115,328$75,212 -1.8%45,5790.9%Consumer Discretionary
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$3,968,0240.0%36,0500.9%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$3,916,757$15,723 0.4%24,9110.9%Transportation
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,390,516$5,605 -0.2%19,9630.8%Consumer Staples
Dover Co. stock logo
DOV
Dover
$3,168,4860.0%20,6000.7%Industrial Products
Oracle Co. stock logo
ORCL
Oracle
$3,152,3570.0%29,9000.7%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$2,883,5790.0%11,7400.7%Transportation
Howard Hughes Holdings
$2,481,977$42,775 -1.7%29,0120.6%Common Stock
American Express stock logo
AXP
American Express
$2,248,0800.0%12,0000.5%Finance
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$2,242,481$2,630 -0.1%28,1330.5%Consumer Staples
The Coca-Cola Company stock logo
KO
Coca-Cola
$2,134,7390.0%36,2250.5%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$2,097,321$10,397 0.5%6,0520.5%Retail/Wholesale
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$2,053,3340.0%9,7490.5%Aerospace
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,907,6310.0%2,8900.4%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,863,7040.0%3,5400.4%Medical
Novartis AG stock logo
NVS
Novartis
$1,807,3630.0%17,9000.4%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,558,6860.0%11,0600.4%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,404,2030.0%3,6400.3%Finance
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,382,1890.0%26,9380.3%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,092,3760.0%7,8200.3%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$898,3800.0%3,0000.2%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$893,168$9,553 -1.1%1,8700.2%ETF
Chevron Co. stock logo
CVX
Chevron
$860,6530.0%5,7700.2%Oils/Energy
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$849,0280.0%3,8150.2%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$846,1270.0%25,1300.2%Finance
Kenvue Inc. stock logo
KVUE
Kenvue
$844,3850.0%39,2190.2%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$834,1690.0%1,7550.2%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$801,0590.0%14,5700.2%ETF
United Rentals, Inc. stock logo
URI
United Rentals
$791,3200.0%1,3800.2%Construction
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$782,851$38,755 -4.7%10,1000.2%Retail/Wholesale
Morgan Stanley stock logo
MS
Morgan Stanley
$697,790$12,402 -1.7%7,4830.2%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$589,3120.0%1,1900.1%Computer and Technology
CVS Health Co. stock logo
CVS
CVS Health
$576,408$315,840 -35.4%7,3000.1%Retail/Wholesale
General Electric stock logo
GE
General Electric
$547,788$1,021 -0.2%4,2920.1%Multi-Sector Conglomerates
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$504,786$91,728 -15.4%28,6160.1%Oils/Energy
Pfizer Inc. stock logo
PFE
Pfizer
$399,490$2,879 -0.7%13,8760.1%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$384,343$114,485 -23.0%2,3500.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$359,2830.0%1,3800.1%Business Services
PureCycle Technologies, Inc. stock logo
PCT
PureCycle Technologies
$335,644$81,304 32.0%82,8750.1%Business Services
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$324,7270.0%1,1860.1%Basic Materials
Baxter International Inc. stock logo
BAX
Baxter International
$295,1690.0%7,6350.1%Medical
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$293,618$293,618 New Holding1,1500.1%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$292,5960.0%1,2150.1%Industrial Products
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$277,8600.0%5,5000.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$275,2760.0%2,5250.1%Medical
Schlumberger Limited stock logo
SLB
Schlumberger
$271,805$104,080 -27.7%5,2230.1%Oils/Energy
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$253,5050.0%3,5000.1%Consumer Staples
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$221,8160.0%2,8000.1%ETF
3M stock logo
MMM
3M
$218,640$218,640 New Holding2,0000.1%Multi-Sector Conglomerates
Roundhill Ball Metaverse ETF stock logo
METV
Roundhill Ball Metaverse ETF
$115,1000.0%10,0000.0%ETF
Activision Blizzard, Inc. stock logo
ATVI
Activision Blizzard
$0$1,081,427 -100.0%00.0%Consumer Discretionary
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$0$213,695 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.