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

About Independent Investors Inc

Investment Activity

Independent Investors Inc has $455.67 million in total holdings as of June 30, 2024.
Independent Investors Inc owns shares of 67 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 0.38% of the portfolio was purchased this quarter.
About 1.77% of the portfolio was sold this quarter.
This quarter, Independent Investors Inc has purchased 67 new stocks and bought additional shares in 3 stocks.
Independent Investors Inc sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Apple: $251,741,238
Microsoft: $24,415,985
JPMorgan Chase & Co.: $11,515,471
Johnson & Johnson: $10,497,357
Amgen: $9,421,930

Largest New Holdings this Quarter

iShares MSCI India ETF: $251,010 Holding

Largest Purchases this Quarter

NVIDIA: 10,710 shares (about $1.32M)
iShares MSCI India ETF: 4,500 shares (about $251.01K)
Exxon Mobil: 1,217 shares (about $140.10K)
Chevron: 240 shares (about $37.54K)

Largest Sales this Quarter

Apple: 34,550 shares (about $7.28M)
UnitedHealth Group: 325 shares (about $165.51K)
Procter & Gamble: 475 shares (about $78.34K)
Boeing: 130 shares (about $23.66K)
iShares Core S&P 500 ETF: 25 shares (about $13.68K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$251,741,238	$7,276,921 ▼	-2.8%	1,195,239	55.2%	Computer and Technology
MSFT Microsoft	$24,415,985		0.0%	54,628	5.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$11,515,471		0.0%	56,934	2.5%	Finance
JNJ Johnson & Johnson	$10,497,357		0.0%	71,821	2.3%	Medical
AMGN Amgen	$9,421,930		0.0%	30,155	2.1%	Medical
WAT Waters	$9,245,254		0.0%	31,867	2.0%	Medical
HON Honeywell International	$9,038,081		0.0%	42,325	2.0%	Multi-Sector Conglomerates
PG Procter & Gamble	$9,028,051	$78,337 ▼	-0.9%	54,742	2.0%	Consumer Staples
ABBV AbbVie	$7,784,950		0.0%	45,388	1.7%	Medical
XOM Exxon Mobil	$7,132,029	$140,101 ▲	2.0%	61,953	1.6%	Oils/Energy
QCOM QUALCOMM	$6,871,710		0.0%	34,500	1.5%	Computer and Technology
BRK.B Berkshire Hathaway	$6,157,732		0.0%	15,137	1.4%	Finance
BA Boeing	$5,573,328	$23,661 ▼	-0.4%	30,621	1.2%	Aerospace
EMR Emerson Electric	$5,397,840		0.0%	49,000	1.2%	Industrial Products
MCD McDonald's	$4,700,524		0.0%	18,445	1.0%	Retail/Wholesale
DIS Walt Disney	$4,524,050		0.0%	45,564	1.0%	Consumer Discretionary
NKE NIKE	$4,522,200		0.0%	60,000	1.0%	Consumer Discretionary
ORCL Oracle	$4,221,880		0.0%	29,900	0.9%	Computer and Technology
NSC Norfolk Southern	$3,778,544		0.0%	17,600	0.8%	Transportation
ABT Abbott Laboratories	$3,745,956		0.0%	36,050	0.8%	Medical
DOV Dover	$3,717,270		0.0%	20,600	0.8%	Industrial Products
UPS United Parcel Service	$3,395,385		0.0%	24,811	0.7%	Transportation
PEP PepsiCo	$3,292,498		0.0%	19,963	0.7%	Consumer Staples
AXP American Express	$2,778,600		0.0%	12,000	0.6%	Finance
CL Colgate-Palmolive	$2,730,026		0.0%	28,133	0.6%	Consumer Staples
UNP Union Pacific	$2,633,666		0.0%	11,640	0.6%	Transportation
COST Costco Wholesale	$2,456,471		0.0%	2,890	0.5%	Retail/Wholesale
KO Coca-Cola	$2,305,721		0.0%	36,225	0.5%	Consumer Staples
LHX L3Harris Technologies	$2,189,430		0.0%	9,749	0.5%	Aerospace
HD Home Depot	$2,066,128		0.0%	6,002	0.5%	Retail/Wholesale
GOOG Alphabet	$2,010,283		0.0%	10,960	0.4%	Computer and Technology
NVS Novartis	$1,905,634		0.0%	17,900	0.4%	Medical
Howard Hughes Holdings	$1,880,558		0.0%	29,012	0.4%	Common Stock
GS The Goldman Sachs Group	$1,646,445		0.0%	3,640	0.4%	Finance
UNH UnitedHealth Group	$1,637,271	$165,510 ▼	-9.2%	3,215	0.4%	Medical
NVDA NVIDIA	$1,470,126	$1,323,113 ▲	900.0%	11,900	0.3%	Computer and Technology
GOOGL Alphabet	$1,424,413		0.0%	7,820	0.3%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,172,714	$13,681 ▼	-1.2%	2,143	0.3%	ETF
BMY Bristol-Myers Squibb	$1,118,735		0.0%	26,938	0.2%	Medical
SYK Stryker	$1,020,750		0.0%	3,000	0.2%	Medical
BAC Bank of America	$989,478		0.0%	24,880	0.2%	Finance
CVX Chevron	$968,240	$37,541 ▲	4.0%	6,190	0.2%	Oils/Energy
SPY SPDR S&P 500 ETF Trust	$955,106		0.0%	1,755	0.2%	Finance
URI United Rentals	$860,151		0.0%	1,330	0.2%	Construction
LOW Lowe's Companies	$837,748		0.0%	3,800	0.2%	Retail/Wholesale
JEPI JPMorgan Equity Premium Income ETF	$817,326		0.0%	14,420	0.2%	ETF
MS Morgan Stanley	$727,273		0.0%	7,483	0.2%	Finance
BABA Alibaba Group	$727,200		0.0%	10,100	0.2%	Retail/Wholesale
KVUE Kenvue	$713,001		0.0%	39,219	0.2%	Consumer Staples
GE General Electric	$673,874	$795 ▼	-0.1%	4,239	0.1%	Transportation
PCT PureCycle Technologies	$489,140		0.0%	82,625	0.1%	Business Services
KMI Kinder Morgan	$451,367		0.0%	22,716	0.1%	Oils/Energy
IBM International Business Machines	$406,433		0.0%	2,350	0.1%	Computer and Technology
ETN Eaton	$380,963		0.0%	1,215	0.1%	Industrial Products
PFE Pfizer	$371,854		0.0%	13,290	0.1%	Medical
CRWD CrowdStrike	$364,031		0.0%	950	0.1%	Computer and Technology
V Visa	$362,209		0.0%	1,380	0.1%	Business Services
MRK Merck & Co., Inc.	$309,500		0.0%	2,500	0.1%	Medical
CSCO Cisco Systems	$261,305		0.0%	5,500	0.1%	Computer and Technology
APD Air Products and Chemicals	$257,018		0.0%	996	0.1%	Basic Materials
BAX Baxter International	$255,391		0.0%	7,635	0.1%	Medical
INDA iShares MSCI India ETF	$251,010	$251,010 ▲	New Holding	4,500	0.1%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$246,708		0.0%	2,800	0.1%	ETF
SLB Schlumberger	$246,421		0.0%	5,223	0.1%	Oils/Energy
ESI Element Solutions	$232,554		0.0%	8,575	0.1%	Basic Materials
MDLZ Mondelez International	$215,952		0.0%	3,300	0.0%	Consumer Staples
METV Roundhill Ball Metaverse ETF	$130,500		0.0%	10,000	0.0%	ETF
CVS CVS Health	$0	$514,452 ▼	-100.0%	0	0.0%	Retail/Wholesale