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Independent Investors Inc Top Holdings and 13F Report (2026)

About Independent Investors Inc

Investment Activity

  • Independent Investors Inc has $566.35 million in total holdings as of September 30, 2026.
  • Independent Investors Inc owns shares of 72 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 3.13% of the portfolio was purchased this quarter.
  • About 4.57% of the portfolio was sold this quarter.
  • This quarter, Independent Investors Inc has purchased 73 new stocks and bought additional shares in 6 stocks.
  • Independent Investors Inc sold shares of 9 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple
$330,069,110
Microsoft
$26,388,705
Johnson & Johnson
$18,626,047
Amgen
$12,297,976

Largest New Holdings this Quarter

30233Q108 - ExxonMobil Holdings Corp.
$9,512,575 Holding
438516205 - Honeywell International Inc.
$4,297,481 Holding
71531U102 - Pershing Square Inc.
$223,760 Holding

Largest Purchases this Quarter

ExxonMobil Holdings Corp.
58,449 shares (about $9.51M)
Honeywell International Inc.
20,373 shares (about $4.30M)
Honeywell Aerospace Inc.
15,000 shares (about $2.32M)
CrowdStrike
3,735 shares (about $988.84K)
Pershing Square Inc.
4,000 shares (about $223.76K)

Largest Sales this Quarter

Apple
36,844 shares (about $12.27M)
Microsoft
600 shares (about $307.74K)
JPMorgan Chase & Co.
450 shares (about $148.87K)
McDonald's
300 shares (about $69.28K)
Bank of America
500 shares (about $27.21K)

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
$330,069,110$12,269,789 ▼-3.6%991,13958.3%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$26,388,705$307,740 ▼-1.2%51,4504.7%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$18,626,0470.0%70,3563.3%Healthcare
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$17,783,436$148,874 ▼-0.8%53,7543.1%Finance
Amgen Inc. stock logo
AMGN
Amgen
$12,297,9760.0%29,1762.2%Healthcare
AbbVie Inc. stock logo
ABBV
AbbVie
$10,535,2760.0%40,2741.9%Healthcare
ExxonMobil Holdings Corp.
$9,512,575$9,512,575 ▲New Holding58,4491.7%Common Stock
Waters Corporation stock logo
WAT
Waters
$9,079,1160.0%20,6631.6%Healthcare
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,793,772$55,953 ▲0.6%38,5051.6%Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$7,583,7700.0%48,8961.3%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,262,7170.0%12,5771.1%Finance
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$6,182,2720.0%33,5921.1%Technology
The Boeing Company stock logo
BA
Boeing
$5,480,4750.0%29,4571.0%Industrials
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$5,258,2530.0%17,0170.9%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$5,145,0910.0%35,4150.9%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$4,571,1220.0%43,5760.8%Communication Services
Honeywell International Inc.
$4,297,481$4,297,481 ▲New Holding20,3730.8%Common Stock
Oracle Corporation stock logo
ORCL
Oracle
$4,105,2700.0%29,9000.7%Technology
Dover Corporation stock logo
DOV
Dover
$3,815,8200.0%20,4000.7%Industrials
McDonald's Corporation stock logo
MCD
McDonald's
$3,768,017$69,282 ▼-1.8%16,3160.7%Consumer Discretionary
American Express Company stock logo
AXP
American Express
$3,345,1000.0%11,0000.6%Finance
Honeywell Aerospace Inc.
$3,157,204$2,324,550 ▲279.2%20,3730.6%Common Stock
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$3,142,2560.0%3,4900.6%Finance
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$3,055,4960.0%35,4960.5%Consumer Staples
Union Pacific Corporation stock logo
UNP
Union Pacific
$3,031,5280.0%11,1400.5%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,751,4270.0%27,8400.5%Healthcare
Alphabet Inc. stock logo
GOOG
Alphabet
$2,654,3650.0%7,7900.5%Communication Services
Novartis AG stock logo
NVS
Novartis
$2,552,0030.0%17,9000.5%Healthcare
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$2,308,3680.0%9,7490.4%Industrials
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$2,289,3920.0%26,8330.4%Consumer Staples
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,245,1760.0%24,0280.4%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,175,713$22,759 ▼-1.0%2,3900.4%Consumer Staples
NIKE, Inc. stock logo
NKE
NIKE
$2,124,0000.0%60,0000.4%Consumer Discretionary
Howard Hughes Holdings
$2,108,2560.0%28,6370.4%Common Stock
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,643,514$30,634 ▲1.9%2,1460.3%ETF
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,587,3310.0%25,4380.3%Healthcare
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,558,816$93,041 ▲6.3%2,0440.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,520,8340.0%4,4200.3%Communication Services
The Home Depot, Inc. stock logo
HD
Home Depot
$1,427,0020.0%5,0160.3%Consumer Discretionary
United Rentals, Inc. stock logo
URI
United Rentals
$1,326,0340.0%1,3250.2%Industrials
CrowdStrike stock logo
CRWD
CrowdStrike
$1,318,455$988,841 ▲300.0%4,9800.2%Technology
Bank of America Corporation stock logo
BAC
Bank of America
$1,310,674$27,215 ▼-2.0%24,0800.2%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$1,228,7270.0%6,5330.2%Finance
Chevron Corporation stock logo
CVX
Chevron
$1,110,9020.0%5,4400.2%Energy
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$1,086,1540.0%10,1000.2%Consumer Discretionary
GE Aerospace stock logo
GE
GE Aerospace
$1,043,6730.0%3,3420.2%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,034,415$12,672 ▼-1.2%8,1630.2%Consumer Staples
GE Vernova Inc.
$862,0940.0%9070.2%Common Stock
Stryker Corporation stock logo
SYK
Stryker
$826,1700.0%3,0000.1%Healthcare
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$818,5880.0%2,2300.1%Healthcare
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$789,947$11,244 ▼-1.4%14,0510.1%ETF
Pershing Square USA, Ltd.
$742,0000.0%20,0000.1%Common Stock
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$700,3020.0%3,8000.1%Consumer Discretionary
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$663,0010.0%6,1600.1%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$600,4520.0%2,4100.1%Consumer Discretionary
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$591,241$17,127 ▼-2.8%8,6300.1%Industrials
Solstice Advanced Materials Inc.
$570,4650.0%10,1290.1%Common Stock
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$561,2720.0%18,6160.1%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$516,8360.0%2,3500.1%Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$515,6520.0%1,2000.1%Industrials
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$515,1970.0%8,4100.1%ETF
Visa Inc. stock logo
V
Visa
$495,8750.0%1,3800.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$460,877$177,545 ▲62.7%6230.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$363,2750.0%2,5000.1%Healthcare
PureCycle Technologies, Inc.
$355,3000.0%80,5670.1%Common Stock
Pfizer Inc. stock logo
PFE
Pfizer
$332,2580.0%11,6500.1%Healthcare
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$306,9080.0%2,8000.1%ETF
Pershing Square Inc.
$223,760$223,760 ▲New Holding4,0000.0%Common Stock
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$216,4820.0%3,6500.0%ETF
SLB Limited stock logo
SLB
SLB
$215,5860.0%4,4250.0%Energy
Roundhill Ball Metaverse ETF stock logo
METV
Roundhill Ball Metaverse ETF
$209,1000.0%10,0000.0%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$207,5600.0%7460.0%Materials
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$8,018,491 ▼-100.0%00.0%Energy
Honeywell International Inc. stock logo
HON
Honeywell International
$0$4,561,515 ▼-100.0%00.0%Industrials
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$0$207,932 ▼-100.0%00.0%ETF
Seaport Entertainment Group Inc.
$0$201,734 ▼-100.0%00.0%Common Stock

Showing largest 100 holdings. View all holdings.
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