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Independent Investors Inc Top Holdings and 13F Report (2025)

About Independent Investors Inc

Investment Activity

  • Independent Investors Inc has $505.23 million in total holdings as of December 31, 2024.
  • Independent Investors Inc owns shares of 66 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 0.09% of the portfolio was purchased this quarter.
  • About 1.13% of the portfolio was sold this quarter.
  • This quarter, Independent Investors Inc has purchased 69 new stocks and bought additional shares in 0 stocks.
  • Independent Investors Inc sold shares of 8 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple
$293,942,245
Microsoft
$22,983,552
Waters
$11,822,020
Johnson & Johnson
$10,386,753

Largest New Holdings this Quarter

BlackRock, Inc.
$230,650 Holding
Seaport Entertainment Group Inc.
$214,656 Holding

Largest Purchases this Quarter

BlackRock, Inc.
225 shares (about $230.65K)
Seaport Entertainment Group Inc.
7,680 shares (about $214.66K)

Largest Sales this Quarter

Apple
17,242 shares (about $4.32M)
Kinder Morgan
3,000 shares (about $82.20K)
PepsiCo
500 shares (about $76.03K)
Procter & Gamble
400 shares (about $67.06K)
Microsoft
100 shares (about $42.15K)

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
$293,942,245$4,317,742 -1.4%1,173,79758.2%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$22,983,552$42,150 -0.2%54,5284.5%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,647,6490.0%56,9342.7%Finance
Waters Co. stock logo
WAT
Waters
$11,822,0200.0%31,8672.3%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,386,7530.0%71,8212.1%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$9,560,7940.0%42,3251.9%Multi-Sector Conglomerates
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$9,110,436$67,060 -0.7%54,3421.8%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$8,065,4480.0%45,3881.6%Medical
Amgen Inc. stock logo
AMGN
Amgen
$7,859,5990.0%30,1551.6%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,861,2990.0%15,1371.4%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$6,664,2840.0%61,9531.3%Oils/Energy
Emerson Electric Co. stock logo
EMR
Emerson Electric
$6,072,5700.0%49,0001.2%Industrial Products
The Boeing Company stock logo
BA
Boeing
$5,409,297$10,620 -0.2%30,5611.1%Aerospace
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$5,299,8900.0%34,5001.0%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$5,231,0650.0%18,0451.0%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$5,040,1460.0%45,2641.0%Consumer Discretionary
Oracle Co. stock logo
ORCL
Oracle
$4,982,5360.0%29,9001.0%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$4,540,2000.0%60,0000.9%Consumer Discretionary
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$4,130,7200.0%17,6000.8%Transportation
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,077,6160.0%36,0500.8%Medical
Dover Co. stock logo
DOV
Dover
$3,864,5600.0%20,6000.8%Industrial Products
American Express stock logo
AXP
American Express
$3,561,4800.0%12,0000.7%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$3,109,752$18,915 -0.6%24,6610.6%Transportation
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,959,544$76,030 -2.5%19,4630.6%Consumer Staples
Union Pacific Co. stock logo
UNP
Union Pacific
$2,654,3860.0%11,6400.5%Transportation
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,648,0200.0%2,8900.5%Retail/Wholesale
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$2,557,5710.0%28,1330.5%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$2,334,7180.0%6,0020.5%Retail/Wholesale
The Coca-Cola Company stock logo
KO
Coca-Cola
$2,255,3690.0%36,2250.4%Consumer Staples
Howard Hughes Holdings
$2,231,6030.0%29,0120.4%Common Stock
Alphabet Inc. stock logo
GOOG
Alphabet
$2,087,2220.0%10,9600.4%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,084,3370.0%3,6400.4%Finance
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$2,050,0200.0%9,7490.4%Aerospace
Novartis AG stock logo
NVS
Novartis
$1,741,8490.0%17,9000.3%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,598,0510.0%11,9000.3%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,525,1680.0%3,0150.3%Medical
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,523,6130.0%26,9380.3%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,480,3260.0%7,8200.3%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,232,107$5,887 -0.5%2,0930.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,224,3210.0%2,0890.2%Finance
Bank of America Co. stock logo
BAC
Bank of America
$1,093,4760.0%24,8800.2%Finance
Stryker Co. stock logo
SYK
Stryker
$1,080,1500.0%3,0000.2%Medical
Morgan Stanley stock logo
MS
Morgan Stanley
$940,7630.0%7,4830.2%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$937,8400.0%3,8000.2%Retail/Wholesale
United Rentals, Inc. stock logo
URI
United Rentals
$936,9050.0%1,3300.2%Construction
Chevron Co. stock logo
CVX
Chevron
$896,5600.0%6,1900.2%Oils/Energy
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$856,3790.0%10,1000.2%Retail/Wholesale
PureCycle Technologies, Inc.
$846,9060.0%82,6250.2%Common Stock
Kenvue Inc. stock logo
KVUE
Kenvue
$837,3260.0%39,2190.2%Consumer Staples
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$829,5830.0%14,4200.2%ETF
General Electric stock logo
GE
General Electric
$707,0230.0%4,2390.1%Transportation
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$540,218$82,200 -13.2%19,7160.1%Oils/Energy
International Business Machines Co. stock logo
IBM
International Business Machines
$516,6010.0%2,3500.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$436,1350.0%1,3800.1%Business Services
Eaton Co. plc stock logo
ETN
Eaton
$403,2220.0%1,2150.1%Industrial Products
Pfizer Inc. stock logo
PFE
Pfizer
$352,5840.0%13,2900.1%Medical
GE Vernova Inc.
$337,8110.0%1,0270.1%Common Stock
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$325,6000.0%5,5000.1%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$325,0520.0%9500.1%Computer and Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$288,8800.0%9960.1%Basic Materials
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$254,6040.0%2,8000.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$248,7000.0%2,5000.0%Medical
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$236,8800.0%4,5000.0%ETF
BlackRock, Inc.
$230,650$230,650 New Holding2250.0%Common Stock
Seaport Entertainment Group Inc.
$214,656$214,656 New Holding7,6800.0%Common Stock
Roundhill Ball Metaverse ETF stock logo
METV
Roundhill Ball Metaverse ETF
$143,8000.0%10,0000.0%ETF
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$0$243,111 -100.0%00.0%Consumer Staples
Element Solutions Inc stock logo
ESI
Element Solutions
$0$232,897 -100.0%00.0%Basic Materials
Baxter International Inc. stock logo
BAX
Baxter International
$0$213,961 -100.0%00.0%Medical
BlackRock, Inc. stock logo
BLK
BlackRock
$0$213,640 -100.0%00.0%Finance
Schlumberger Limited stock logo
SLB
Schlumberger
$0$202,325 -100.0%00.0%Oils/Energy

Showing largest 100 holdings. View all holdings.
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