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

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About Independent Investors Inc

Investment Activity

Independent Investors Inc has $418.18 million in total holdings as of March 31, 2024.
Independent Investors Inc owns shares of 67 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 0.10% of the portfolio was purchased this quarter.
About 0.84% of the portfolio was sold this quarter.
This quarter, Independent Investors Inc has purchased 67 new stocks and bought additional shares in 2 stocks.
Independent Investors Inc sold shares of 26 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Apple: $210,884,218
Microsoft: $22,983,092
JPMorgan Chase & Co.: $11,403,880
Johnson & Johnson: $11,361,364
Waters: $10,969,577

Largest New Holdings this Quarter

Element Solutions: $214,204 Holding

Largest Purchases this Quarter

Element Solutions: 8,575 shares (about $214.20K)
iShares Core S&P 500 ETF: 298 shares (about $156.67K)
Chevron: 180 shares (about $28.39K)

Largest Sales this Quarter

Apple: 14,800 shares (about $2.54M)
Amgen: 386 shares (about $109.75K)
Kinder Morgan: 5,900 shares (about $108.21K)
CVS Health: 850 shares (about $67.80K)
Johnson & Johnson: 411 shares (about $65.02K)

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	$210,884,218	$2,537,904 ▼	-1.2%	1,229,789	50.4%	Computer and Technology
MSFT Microsoft	$22,983,092		0.0%	54,628	5.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$11,403,880	$23,034 ▼	-0.2%	56,934	2.7%	Finance
JNJ Johnson & Johnson	$11,361,364	$65,016 ▼	-0.6%	71,821	2.7%	Medical
WAT Waters	$10,969,577		0.0%	31,867	2.6%	Medical
PG Procter & Gamble	$8,958,958		0.0%	55,217	2.1%	Consumer Staples
HON Honeywell International	$8,687,206	$33,866 ▼	-0.4%	42,325	2.1%	Multi-Sector Conglomerates
AMGN Amgen	$8,573,670	$109,748 ▼	-1.3%	30,155	2.1%	Medical
ABBV AbbVie	$8,265,155		0.0%	45,388	2.0%	Medical
XOM Exxon Mobil	$7,059,953	$29,990 ▼	-0.4%	60,736	1.7%	Oils/Energy
BRK.B Berkshire Hathaway	$6,365,411		0.0%	15,137	1.5%	Finance
BA Boeing	$5,934,635	$16,404 ▼	-0.3%	30,751	1.4%	Aerospace
QCOM QUALCOMM	$5,840,850		0.0%	34,500	1.4%	Computer and Technology
NKE NIKE	$5,638,800		0.0%	60,000	1.3%	Consumer Discretionary
DIS Walt Disney	$5,575,211	$1,835 ▼	0.0%	45,564	1.3%	Consumer Discretionary
EMR Emerson Electric	$5,557,580		0.0%	49,000	1.3%	Industrial Products
MCD McDonald's	$5,200,568	$11,278 ▼	-0.2%	18,445	1.2%	Retail/Wholesale
NSC Norfolk Southern	$4,485,712		0.0%	17,600	1.1%	Transportation
ABT Abbott Laboratories	$4,097,443		0.0%	36,050	1.0%	Medical
ORCL Oracle	$3,755,739		0.0%	29,900	0.9%	Computer and Technology
UPS United Parcel Service	$3,687,659	$14,863 ▼	-0.4%	24,811	0.9%	Transportation
DOV Dover	$3,650,114		0.0%	20,600	0.9%	Industrial Products
PEP PepsiCo	$3,493,725		0.0%	19,963	0.8%	Consumer Staples
UNP Union Pacific	$2,862,625	$24,593 ▼	-0.9%	11,640	0.7%	Transportation
AXP American Express	$2,732,280		0.0%	12,000	0.7%	Finance
CL Colgate-Palmolive	$2,533,377		0.0%	28,133	0.6%	Consumer Staples
HD Home Depot	$2,302,367	$19,180 ▼	-0.8%	6,002	0.6%	Retail/Wholesale
KO Coca-Cola	$2,216,246		0.0%	36,225	0.5%	Consumer Staples
COST Costco Wholesale	$2,117,301		0.0%	2,890	0.5%	Retail/Wholesale
Howard Hughes Holdings	$2,106,851		0.0%	29,012	0.5%	Common Stock
LHX L3Harris Technologies	$2,077,512		0.0%	9,749	0.5%	Aerospace
UNH UnitedHealth Group	$1,751,238		0.0%	3,540	0.4%	Medical
NVS Novartis	$1,731,467		0.0%	17,900	0.4%	Medical
GOOG Alphabet	$1,668,770	$15,226 ▼	-0.9%	10,960	0.4%	Computer and Technology
GS The Goldman Sachs Group	$1,520,392		0.0%	3,640	0.4%	Finance
BMY Bristol-Myers Squibb	$1,460,848		0.0%	26,938	0.3%	Medical
GOOGL Alphabet	$1,180,273		0.0%	7,820	0.3%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,139,783	$156,668 ▲	15.9%	2,168	0.3%	ETF
NVDA NVIDIA	$1,075,236		0.0%	1,190	0.3%	Computer and Technology
SYK Stryker	$1,073,610		0.0%	3,000	0.3%	Medical
LOW Lowe's Companies	$967,974	$3,821 ▼	-0.4%	3,800	0.2%	Retail/Wholesale
URI United Rentals	$959,076	$36,055 ▼	-3.6%	1,330	0.2%	Construction
BAC Bank of America	$943,450	$9,480 ▼	-1.0%	24,880	0.2%	Finance
CVX Chevron	$938,553	$28,393 ▲	3.1%	5,950	0.2%	Oils/Energy
SPY SPDR S&P 500 ETF Trust	$917,988		0.0%	1,755	0.2%	Finance
KVUE Kenvue	$841,640		0.0%	39,219	0.2%	Consumer Staples
JEPI JPMorgan Equity Premium Income ETF	$834,341	$8,679 ▼	-1.0%	14,420	0.2%	ETF
GE General Electric	$744,949	$8,425 ▼	-1.1%	4,244	0.2%	Transportation
BABA Alibaba Group	$730,836		0.0%	10,100	0.2%	Retail/Wholesale
MS Morgan Stanley	$704,599		0.0%	7,483	0.2%	Finance
CVS CVS Health	$514,452	$67,796 ▼	-11.6%	6,450	0.1%	Retail/Wholesale
PCT PureCycle Technologies	$513,928	$1,555 ▼	-0.3%	82,625	0.1%	Business Services
IBM International Business Machines	$448,756		0.0%	2,350	0.1%	Computer and Technology
KMI Kinder Morgan	$416,611	$108,206 ▼	-20.6%	22,716	0.1%	Oils/Energy
V Visa	$385,130		0.0%	1,380	0.1%	Business Services
ETN Eaton	$379,906		0.0%	1,215	0.1%	Industrial Products
PFE Pfizer	$368,798	$16,262 ▼	-4.2%	13,290	0.1%	Medical
MRK Merck & Co., Inc.	$329,875	$3,299 ▼	-1.0%	2,500	0.1%	Medical
BAX Baxter International	$326,320		0.0%	7,635	0.1%	Medical
CRWD CrowdStrike	$304,561	$64,118 ▼	-17.4%	950	0.1%	Computer and Technology
SLB Schlumberger	$286,273		0.0%	5,223	0.1%	Oils/Energy
CSCO Cisco Systems	$274,505		0.0%	5,500	0.1%	Computer and Technology
IJK iShares S&P Mid-Cap 400 Growth ETF	$255,500		0.0%	2,800	0.1%	ETF
APD Air Products and Chemicals	$241,301	$46,031 ▼	-16.0%	996	0.1%	Basic Materials
MDLZ Mondelez International	$231,000	$14,000 ▼	-5.7%	3,300	0.1%	Consumer Staples
ESI Element Solutions	$214,204	$214,204 ▲	New Holding	8,575	0.1%	Basic Materials
METV Roundhill Ball Metaverse ETF	$124,300		0.0%	10,000	0.0%	ETF
MMM 3M	$0	$218,640 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

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

About Independent Investors Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Independent Investors Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndependent Investors Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information