INDEPENDENT INVESTORS INC
CIK 0001121908
Annualised vol
20.970162%
Beta
0.93386
HHI
3295.167833
Top-10 weight
77.07938%
VaR 95%
1.970784%
VaR 99%
3.585168%
Max drawdown
29.80138%
Matched value
92.685331%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| AAPL | REDUCED | 1,027,983 | 1,081,073 | -4.91% | 297,457,161 |
| MSFT | REDUCED | 52,050 | 54,300 | -4.14% | 19,415,691 |
| JNJ | REDUCED | 70,356 | 71,156 | -1.12% | 17,868,313 |
| JPM | REDUCED | 54,204 | 55,804 | -2.87% | 17,742,595 |
| AMGN | REDUCED | 29,176 | 29,476 | -1.02% | 10,565,213 |
| ABBV | REDUCED | 40,274 | 44,674 | -9.85% | 10,134,549 |
| NVDA | REDUCED | 38,260 | 38,565 | -0.79% | 7,655,443 |
| EMR | UNCHANGED | 48,896 | 48,896 | 0.0% | 6,999,462 |
| BA | REDUCED | 29,457 | 30,357 | -2.96% | 6,376,557 |
| BRK-B | REDUCED | 12,577 | 14,887 | -15.52% | 6,293,405 |
| NSC | REDUCED | 17,017 | 17,517 | -2.85% | 5,353,378 |
| PG | REDUCED | 35,415 | 40,095 | -11.67% | 5,193,256 |
| DOV | UNCHANGED | 20,400 | 20,400 | 0.0% | 4,575,312 |
| HON | REDUCED | 20,373 | 41,550 | -50.97% | 4,561,515 |
| ORCL | UNCHANGED | 29,900 | 29,900 | 0.0% | 4,381,845 |
| GOOGL | REDUCED | 12,210 | 15,210 | -19.72% | 4,332,016 |
| DIS | REDUCED | 43,576 | 44,026 | -1.02% | 4,194,190 |
| AXP | REDUCED | 11,000 | 12,000 | -8.33% | 3,720,750 |
| GS | REDUCED | 3,490 | 3,640 | -4.12% | 3,529,681 |
| UNP | REDUCED | 11,140 | 11,640 | -4.3% | 3,030,080 |
| KO | UNCHANGED | 35,496 | 35,496 | 0.0% | 2,884,760 |
| NVS | UNCHANGED | 17,900 | 17,900 | 0.0% | 2,805,288 |
| UPS | UNCHANGED | 24,028 | 24,028 | 0.0% | 2,583,010 |
| ABT | REDUCED | 27,840 | 34,390 | -19.05% | 2,526,202 |
| NKE | UNCHANGED | 60,000 | 60,000 | 0.0% | 2,463,000 |
| CL | REDUCED | 26,833 | 28,033 | -4.28% | 2,460,049 |
| COST | REDUCED | 2,415 | 2,865 | -15.71% | 2,259,160 |
| HHH | UNCHANGED | 28,637 | 28,637 | 0.0% | 2,047,259 |
| HD | REDUCED | 5,016 | 6,001 | -16.41% | 1,769,043 |
| URI | UNCHANGED | 1,325 | 1,325 | 0.0% | 1,501,079 |
| BMY | REDUCED | 25,438 | 26,438 | -3.78% | 1,465,738 |
| SPY | REDUCED | 1,922 | 1,972 | -2.54% | 1,435,292 |
| MS | REDUCED | 6,533 | 6,783 | -3.69% | 1,365,658 |
| HONA | NEW | 5,373 | - | - | 1,187,863 |
| PEP | REDUCED | 8,263 | 18,213 | -54.63% | 1,118,810 |
| GEV | REDUCED | 907 | 996 | -8.94% | 1,065,598 |
| CRWD | REDUCED | 1,245 | 1,270 | -1.97% | 950,109 |
| SYK | UNCHANGED | 3,000 | 3,000 | 0.0% | 944,520 |
| UNH | REDUCED | 2,230 | 2,580 | -13.57% | 926,855 |
| CVX | REDUCED | 5,440 | 6,590 | -17.45% | 901,734 |
| SOLS | REDUCED | 10,129 | 10,329 | -1.94% | 897,429 |
| PSUS | NEW | 20,000 | - | - | 747,600 |
| CSCO | REDUCED | 6,160 | 7,870 | -21.73% | 723,554 |
| IBM | UNCHANGED | 2,350 | 2,350 | 0.0% | 660,844 |
| PCT | UNCHANGED | 80,567 | 80,567 | 0.0% | 653,398 |
| UBER | REDUCED | 8,880 | 9,040 | -1.77% | 640,781 |
| KMI | UNCHANGED | 18,616 | 18,616 | 0.0% | 595,154 |
| AMZN | REDUCED | 2,410 | 2,465 | -2.23% | 574,399 |
| ETN | UNCHANGED | 1,200 | 1,200 | 0.0% | 511,344 |
| V | UNCHANGED | 1,380 | 1,380 | 0.0% | 473,464 |
| MRK | UNCHANGED | 2,500 | 2,500 | 0.0% | 321,250 |
| PFE | REDUCED | 11,650 | 12,250 | -4.9% | 280,532 |
| SEG | NEW | 7,584 | - | - | 201,734 |
| KVUE | CLOSED OUT | 0 | 38,249 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| AAPL | REDUCED | Apple Inc. | Common Stock | 037833100 | 297,457,161 | 56.81 | 1027983.0 |
| MSFT | REDUCED | Microsoft Corporation | Common Stock | 594918104 | 19,415,691 | 3.71 | 52050.0 |
| JNJ | REDUCED | Johnson & Johnson | Common Stock | 478160104 | 17,868,313 | 3.41 | 70356.0 |
| JPM | REDUCED | JPMorgan Chase & Co. | Common Stock | 46625H100 | 17,742,595 | 3.39 | 54204.0 |
| AMGN | REDUCED | Amgen Inc. | Common Stock | 031162100 | 10,565,213 | 2.02 | 29176.0 |
| ABBV | REDUCED | AbbVie Inc. | Common Stock | 00287Y109 | 10,134,549 | 1.94 | 40274.0 |
| - | Exxon Mobil Corporation | Common Stock | 30231G102 | 8,018,491 | 1.53 | 58649.0 | |
| - | Waters Corporation | Common Stock | 941848103 | 7,749,452 | 1.48 | 20663.0 | |
| NVDA | REDUCED | NVIDIA Corporation | Common Stock | 67066G104 | 7,655,443 | 1.46 | 38260.0 |
| EMR | UNCHANGED | Emerson Electric Co. | Common Stock | 291011104 | 6,999,462 | 1.34 | 48896.0 |
| BA | REDUCED | Boeing Company | Common Stock | 097023105 | 6,376,557 | 1.22 | 29457.0 |
| BRK-B | REDUCED | Berkshire Hathaway Inc. Class B | Common Stock | 084670702 | 6,293,405 | 1.2 | 12577.0 |
| - | Qualcomm Inc. | Common Stock | 747525103 | 6,207,466 | 1.19 | 33592.0 | |
| NSC | REDUCED | Norfolk Southern Corporation | Common Stock | 655844108 | 5,353,378 | 1.02 | 17017.0 |
| PG | REDUCED | Procter & Gamble Company | Common Stock | 742718109 | 5,193,256 | 0.99 | 35415.0 |
| DOV | UNCHANGED | Dover Corporation | Common Stock | 260003108 | 4,575,312 | 0.87 | 20400.0 |
| HON | REDUCED | Honeywell International Inc. | Common Stock | 438516106 | 4,561,515 | 0.87 | 20373.0 |
| - | McDonald's Corporation | Common Stock | 580135101 | 4,491,471 | 0.86 | 16616.0 | |
| ORCL | UNCHANGED | Oracle Corporation | Common Stock | 68389X105 | 4,381,845 | 0.84 | 29900.0 |
| DIS | REDUCED | Walt Disney Company | Common Stock | 254687106 | 4,194,190 | 0.8 | 43576.0 |
| AXP | REDUCED | American Express Company | Common Stock | 025816109 | 3,720,750 | 0.71 | 11000.0 |
| GS | REDUCED | Goldman Sachs Group, Inc. | Common Stock | 38141G104 | 3,529,681 | 0.67 | 3490.0 |
| UNP | REDUCED | Union Pacific Corporation | Common Stock | 907818108 | 3,030,080 | 0.58 | 11140.0 |
| KO | UNCHANGED | Coca-Cola Company | Common Stock | 191216100 | 2,884,760 | 0.55 | 35496.0 |
| - | L3Harris Technologies, Inc. | Common Stock | 502431109 | 2,832,962 | 0.54 | 9749.0 | |
| NVS | UNCHANGED | Novartis AG | Common Stock | 66987V109 | 2,805,288 | 0.54 | 17900.0 |
| GOOGL | REDUCED | Alphabet Inc. Class C | Common Stock | 02079K107 | 2,752,441 | 0.53 | 7790.0 |
| UPS | UNCHANGED | United Parcel Service, Inc. | Common Stock | 911312106 | 2,583,010 | 0.49 | 24028.0 |
| ABT | REDUCED | Abbott Laboratories | Common Stock | 002824100 | 2,526,202 | 0.48 | 27840.0 |
| NKE | UNCHANGED | Nike, Inc. | Common Stock | 654106103 | 2,463,000 | 0.47 | 60000.0 |
| CL | REDUCED | Colgate-Palmolive Company | Common Stock | 194162103 | 2,460,049 | 0.47 | 26833.0 |
| COST | REDUCED | Costco Wholesale Corporation | Common Stock | 22160K105 | 2,259,160 | 0.43 | 2415.0 |
| HHH | UNCHANGED | Howard Hughes Holdings | Common Stock | 44267T102 | 2,047,259 | 0.39 | 28637.0 |
| HD | REDUCED | Home Depot, Inc. | Common Stock | 437076102 | 1,769,043 | 0.34 | 5016.0 |
| GOOGL | REDUCED | Alphabet Inc. Class A | Common Stock | 02079K305 | 1,579,575 | 0.3 | 4420.0 |
| - | iShares Core S&P 500 ETF | Common Stock | 464287200 | 1,577,162 | 0.3 | 2106.0 | |
| URI | UNCHANGED | United Rentals, Inc. | Common Stock | 911363109 | 1,501,079 | 0.29 | 1325.0 |
| BMY | REDUCED | Bristol-Myers Squibb Company | Common Stock | 110122108 | 1,465,738 | 0.28 | 25438.0 |
| SPY | REDUCED | SPDR S&P 500 ETF | Common Stock | 78462F103 | 1,435,292 | 0.27 | 1922.0 |
| - | Bank of America Corporation | Common Stock | 060505104 | 1,400,568 | 0.27 | 24580.0 | |
| MS | REDUCED | Morgan Stanley | Common Stock | 617446448 | 1,365,658 | 0.26 | 6533.0 |
| - | GE Aerospace | Common Stock | 369604301 | 1,249,006 | 0.24 | 3342.0 | |
| HONA | NEW | Honeywell Aerospace Inc. | Common Stock | 43849R105 | 1,187,863 | 0.23 | 5373.0 |
| PEP | REDUCED | PepsiCo, Inc. | Common Stock | 713448108 | 1,118,810 | 0.21 | 8263.0 |
| GEV | REDUCED | GE Vernova Inc. | Common Stock | 36828A101 | 1,065,598 | 0.2 | 907.0 |
| - | Alibaba Group Holding Ltd ADS | Common Stock | 01609W102 | 969,398 | 0.19 | 10100.0 | |
| CRWD | REDUCED | CrowdStrike Holdings, Inc. | Common Stock | 22788C105 | 950,109 | 0.18 | 1245.0 |
| SYK | UNCHANGED | Stryker Corporation | Common Stock | 863667101 | 944,520 | 0.18 | 3000.0 |
| UNH | REDUCED | UnitedHealth Group Incorporated | Common Stock | 91324P102 | 926,855 | 0.18 | 2230.0 |
| CVX | REDUCED | Chevron Corporation | Common Stock | 166764100 | 901,734 | 0.17 | 5440.0 |
| SOLS | REDUCED | Solstice Advanced Materials Inc. | Common Stock | 83443Q103 | 897,429 | 0.17 | 10129.0 |
| - | Lowe's Companies, Inc. | Common Stock | 548661107 | 837,862 | 0.16 | 3800.0 | |
| - | JPMorgan Equity Premium Income ETF | Common Stock | 46641Q332 | 804,896 | 0.15 | 14251.0 | |
| PSUS | NEW | Pershing Square USA, Ltd. | Common Stock | 71531T105 | 747,600 | 0.14 | 20000.0 |
| CSCO | REDUCED | Cisco Systems, Inc. | Common Stock | 17275R102 | 723,554 | 0.14 | 6160.0 |
| IBM | UNCHANGED | International Business Machines Corporation | Common Stock | 459200101 | 660,844 | 0.13 | 2350.0 |
| PCT | UNCHANGED | PureCycle Technologies, Inc. | Common Stock | 74623V103 | 653,398 | 0.12 | 80567.0 |
| UBER | REDUCED | Uber Technologies Inc | Common Stock | 90353T100 | 640,781 | 0.12 | 8880.0 |
| KMI | UNCHANGED | Kinder Morgan, Inc. | Common Stock | 49456B101 | 595,154 | 0.11 | 18616.0 |
| AMZN | REDUCED | Amazon.com, Inc. | Common Stock | 023135106 | 574,399 | 0.11 | 2410.0 |
| - | JPMorgan NASDAQ Equity Premium Income ETF | Common Stock | 46654Q203 | 516,879 | 0.1 | 8410.0 | |
| ETN | UNCHANGED | Eaton Corporation PLC | Common Stock | G29183103 | 511,344 | 0.1 | 1200.0 |
| V | UNCHANGED | Visa Inc. | Common Stock | 92826C839 | 473,464 | 0.09 | 1380.0 |
| - | iShares S&P Mid-Cap 400 Growth ETF | Common Stock | 464287606 | 329,000 | 0.06 | 2800.0 | |
| MRK | UNCHANGED | Merck & Co., Inc. | Common Stock | 58933Y105 | 321,250 | 0.06 | 2500.0 |
| - | Invesco QQQ Trust | Common Stock | 46090E103 | 282,041 | 0.05 | 383.0 | |
| PFE | REDUCED | Pfizer Inc. | Common Stock | 717081103 | 280,532 | 0.05 | 11650.0 |
| - | Air Products and Chemicals, Inc. | Common Stock | 009158106 | 218,712 | 0.04 | 746.0 | |
| - | Vanguard Emerging Markets ETF | Common Stock | 922042858 | 217,869 | 0.04 | 3650.0 | |
| - | iShares MSCI India ETF | Common Stock | 46429B598 | 207,932 | 0.04 | 4210.0 | |
| - | SLB N.V. | Common Stock | 806857108 | 205,718 | 0.04 | 4425.0 | |
| SEG | NEW | Seaport Entertainment Group Inc. | Common Stock | 812215200 | 201,734 | 0.04 | 7584.0 |
| - | Metaverse Roundhill Ball ETF | Common Stock | 53656F417 | 184,500 | 0.04 | 10000.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-16 | 523,624,307 | 73 | 20.970162 | 0.93386 | 29.80138 |
| 2026-03-31 | 2026-04-17 | 503,580,051 | 70 | 20.519641 | 0.917943 | 29.660063 |
| 2025-12-31 | 2026-01-15 | 538,141,997 | 69 | 20.84 | 0.933383 | 29.861427 |
| 2025-09-30 | 2025-10-30 | 519,620,203 | 70 | 20.722603 | 0.932603 | 29.908596 |
| 2025-03-31 | 2025-05-01 | 471,254,283 | 70 | 20.276519 | 0.902476 | 29.440613 |
| 2024-12-31 | 2025-01-27 | 505,230,440 | 66 | 21.085927 | 0.931457 | 29.857411 |