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

About Independent Investors Inc

Investment Activity

Independent Investors Inc has $493.46 million in total holdings as of September 30, 2024.
Independent Investors Inc owns shares of 69 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 0.14% of the portfolio was purchased this quarter.
About 0.28% of the portfolio was sold this quarter.
This quarter, Independent Investors Inc has purchased 67 new stocks and bought additional shares in 1 stock.
Independent Investors Inc sold shares of 7 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Apple: $277,512,087
Microsoft: $23,506,428
JPMorgan Chase & Co.: $12,005,103
Johnson & Johnson: $11,639,311
Waters: $11,468,615

Largest New Holdings this Quarter

GE Vernova Inc.: $261,864 Holding
BlackRock: $213,640 Holding

Largest Purchases this Quarter

GE Vernova Inc.: 1,027 shares (about $261.86K)
BlackRock: 225 shares (about $213.64K)
SPDR S&P 500 ETF Trust: 334 shares (about $191.64K)

Largest Sales this Quarter

Apple: 4,200 shares (about $978.60K)
McDonald's: 400 shares (about $121.80K)
UnitedHealth Group: 200 shares (about $116.94K)
Baxter International: 2,000 shares (about $75.94K)
Walt Disney: 300 shares (about $28.86K)

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	$277,512,087	$978,600 ▼	-0.4%	1,191,039	56.2%	Computer and Technology
MSFT Microsoft	$23,506,428		0.0%	54,628	4.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$12,005,103		0.0%	56,934	2.4%	Finance
JNJ Johnson & Johnson	$11,639,311		0.0%	71,821	2.4%	Medical
WAT Waters	$11,468,615		0.0%	31,867	2.3%	Medical
AMGN Amgen	$9,716,243		0.0%	30,155	2.0%	Medical
PG Procter & Gamble	$9,481,314		0.0%	54,742	1.9%	Consumer Staples
ABBV AbbVie	$8,963,222		0.0%	45,388	1.8%	Medical
HON Honeywell International	$8,749,001		0.0%	42,325	1.8%	Multi-Sector Conglomerates
XOM Exxon Mobil	$7,262,131		0.0%	61,953	1.5%	Oils/Energy
BRK.B Berkshire Hathaway	$6,966,956		0.0%	15,137	1.4%	Finance
QCOM QUALCOMM	$5,866,725		0.0%	34,500	1.2%	Computer and Technology
MCD McDonald's	$5,494,883	$121,804 ▼	-2.2%	18,045	1.1%	Retail/Wholesale
EMR Emerson Electric	$5,359,130		0.0%	49,000	1.1%	Industrial Products
NKE NIKE	$5,304,000		0.0%	60,000	1.1%	Consumer Discretionary
ORCL Oracle	$5,094,960		0.0%	29,900	1.0%	Computer and Technology
BA Boeing	$4,655,617		0.0%	30,621	0.9%	Aerospace
NSC Norfolk Southern	$4,373,600		0.0%	17,600	0.9%	Transportation
DIS Walt Disney	$4,353,944	$28,857 ▼	-0.7%	45,264	0.9%	Consumer Discretionary
ABT Abbott Laboratories	$4,110,061		0.0%	36,050	0.8%	Medical
DOV Dover	$3,949,844		0.0%	20,600	0.8%	Industrial Products
PEP PepsiCo	$3,394,708		0.0%	19,963	0.7%	Consumer Staples
UPS United Parcel Service	$3,382,732		0.0%	24,811	0.7%	Transportation
AXP American Express	$3,254,400		0.0%	12,000	0.7%	Finance
CL Colgate-Palmolive	$2,920,487		0.0%	28,133	0.6%	Consumer Staples
UNP Union Pacific	$2,869,027		0.0%	11,640	0.6%	Transportation
KO Coca-Cola	$2,603,129		0.0%	36,225	0.5%	Consumer Staples
COST Costco Wholesale	$2,562,043		0.0%	2,890	0.5%	Retail/Wholesale
HD Home Depot	$2,432,010		0.0%	6,002	0.5%	Retail/Wholesale
LHX L3Harris Technologies	$2,318,995		0.0%	9,749	0.5%	Aerospace
Howard Hughes Holdings	$2,246,399		0.0%	29,012	0.5%	Common Stock
NVS Novartis	$2,058,858		0.0%	17,900	0.4%	Medical
GOOG Alphabet	$1,832,402		0.0%	10,960	0.4%	Computer and Technology
GS The Goldman Sachs Group	$1,802,200		0.0%	3,640	0.4%	Finance
UNH UnitedHealth Group	$1,762,810	$116,936 ▼	-6.2%	3,015	0.4%	Medical
NVDA NVIDIA	$1,445,136		0.0%	11,900	0.3%	Computer and Technology
BMY Bristol-Myers Squibb	$1,393,772		0.0%	26,938	0.3%	Medical
GOOGL Alphabet	$1,296,947		0.0%	7,820	0.3%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,213,052	$23,073 ▼	-1.9%	2,103	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$1,198,585	$191,636 ▲	19.0%	2,089	0.2%	Finance
SYK Stryker	$1,083,780		0.0%	3,000	0.2%	Medical
URI United Rentals	$1,076,941		0.0%	1,330	0.2%	Construction
BABA Alibaba Group	$1,071,812		0.0%	10,100	0.2%	Retail/Wholesale
LOW Lowe's Companies	$1,029,230		0.0%	3,800	0.2%	Retail/Wholesale
BAC Bank of America	$987,238		0.0%	24,880	0.2%	Finance
CVX Chevron	$911,601		0.0%	6,190	0.2%	Oils/Energy
KVUE Kenvue	$907,135		0.0%	39,219	0.2%	Consumer Staples
JEPI JPMorgan Equity Premium Income ETF	$858,134		0.0%	14,420	0.2%	ETF
GE General Electric	$799,391		0.0%	4,239	0.2%	Transportation
PureCycle Technologies, Inc.	$784,938		0.0%	82,625	0.2%	Common Stock
MS Morgan Stanley	$780,028		0.0%	7,483	0.2%	Finance
IBM International Business Machines	$519,538		0.0%	2,350	0.1%	Computer and Technology
KMI Kinder Morgan	$501,796		0.0%	22,716	0.1%	Oils/Energy
ETN Eaton	$402,700		0.0%	1,215	0.1%	Industrial Products
PFE Pfizer	$384,613		0.0%	13,290	0.1%	Medical
V Visa	$379,431		0.0%	1,380	0.1%	Business Services
APD Air Products and Chemicals	$296,549		0.0%	996	0.1%	Basic Materials
CSCO Cisco Systems	$292,710		0.0%	5,500	0.1%	Computer and Technology
MRK Merck & Co., Inc.	$283,900		0.0%	2,500	0.1%	Medical
CRWD CrowdStrike	$266,447		0.0%	950	0.1%	Computer and Technology
INDA iShares MSCI India ETF	$263,385		0.0%	4,500	0.1%	ETF
GE Vernova Inc.	$261,864	$261,864 ▲	New Holding	1,027	0.1%	Common Stock
IJK iShares S&P Mid-Cap 400 Growth ETF	$257,404		0.0%	2,800	0.1%	ETF
MDLZ Mondelez International	$243,111		0.0%	3,300	0.0%	Consumer Staples
ESI Element Solutions	$232,897		0.0%	8,575	0.0%	Basic Materials
BAX Baxter International	$213,961	$75,940 ▼	-26.2%	5,635	0.0%	Medical
BLK BlackRock	$213,640	$213,640 ▲	New Holding	225	0.0%	Finance
SLB Schlumberger	$202,325	$16,780 ▼	-7.7%	4,823	0.0%	Oils/Energy
METV Roundhill Ball Metaverse ETF	$134,900		0.0%	10,000	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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