Independent Investors Inc Portfolio Stock Holdings
Independent Investors Inc disclosed 70 stock positions valued at approximately $503.6 million in its latest SEC 13F filing. The largest holdings include Apple Inc., Microsoft Corporation, and Johnson & Johnson. The filing reflects positions held as of March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 70
- Portfolio Value
- $503.6M
Holdings by Sector
Independent Investors Inc Portfolio Holdings in Q1 2026
69 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | Technology | 54.48% | 1,081,073 | -11,910 | -1.09% | $274,365,517 |
| Microsoft Corporation | MSFT | Technology | 3.99% | 54,300 | - | - | $20,100,231 |
| Johnson & Johnson | JNJ | Healthcare | 3.45% | 71,156 | -396 | -0.55% | $17,393,373 |
| JPMorgan Chase & Co. | JPM | Financial Services | 3.26% | 55,804 | -1,000 | -1.76% | $16,415,305 |
| Amgen Inc. | AMGN | Healthcare | 2.06% | 29,476 | -175 | -0.59% | $10,371,131 |
| Exxon Mobil Corporation | XOM | Energy | 2.06% | 61,049 | -800 | -1.29% | $10,357,573 |
| AbbVie Inc. | ABBV | Healthcare | 1.93% | 44,674 | -500 | -1.11% | $9,716,148 |
| Honeywell International Inc. | HON | Industrials | 1.86% | 41,550 | -775 | -1.83% | $9,391,547 |
| Waters Corporation | WAT | Healthcare | 1.55% | 26,163 | - | - | $7,791,341 |
| Berkshire Hathaway Inc. Class B | BRK-B | Financial Services | 1.42% | 14,887 | -250 | -1.65% | $7,133,850 |
| NVIDIA Corporation | NVDA | Technology | 1.34% | 38,565 | - | - | $6,725,736 |
| Emerson Electric Co. | EMR | Industrials | 1.27% | 48,896 | - | - | $6,406,354 |
| Boeing Company | BA | Industrials | 1.20% | 30,357 | - | - | $6,041,954 |
| Procter & Gamble Company | PG | Consumer Defensive | 1.15% | 40,095 | -1,508 | -3.62% | $5,791,322 |
| McDonald's Corporation | MCD | Consumer Cyclical | 1.06% | 17,116 | -575 | -3.25% | $5,319,482 |
| Norfolk Southern Corporation | NSC | Industrials | 1.00% | 17,517 | - | - | $5,027,379 |
| Qualcomm Inc. | QCOM | Technology | 0.88% | 34,292 | - | - | $4,416,124 |
| Oracle Corporation | ORCL | Technology | 0.87% | 29,900 | - | - | $4,398,589 |
| Dover Corporation | DOV | Industrials | 0.84% | 20,400 | -200 | -0.97% | $4,252,380 |
| Walt Disney Company | DIS | Communication Services | 0.84% | 44,026 | -1,375 | -3.03% | $4,243,226 |
| American Express Company | AXP | Financial Services | 0.72% | 12,000 | - | - | $3,629,760 |
| Abbott Laboratories | ABT | Healthcare | 0.70% | 34,390 | -500 | -1.43% | $3,530,821 |
| L3Harris Technologies, Inc. | LHX | Industrials | 0.67% | 9,749 | - | - | $3,364,867 |
| Nike, Inc. | NKE | Consumer Cyclical | 0.63% | 60,000 | - | - | $3,169,200 |
| Goldman Sachs Group, Inc. | GS | Financial Services | 0.61% | 3,640 | - | - | $3,079,404 |
| Costco Wholesale Corporation | COST | Consumer Defensive | 0.57% | 2,865 | -25 | -0.87% | $2,854,772 |
| PepsiCo, Inc. | PEP | Consumer Defensive | 0.56% | 18,213 | -1,250 | -6.42% | $2,828,297 |
| Union Pacific Corporation | UNP | Industrials | 0.56% | 11,640 | - | - | $2,824,097 |
| Novartis AG | NVS | Healthcare | 0.54% | 17,900 | - | - | $2,734,225 |
| Coca-Cola Company | KO | Consumer Defensive | 0.54% | 35,496 | - | - | $2,699,471 |
| Alphabet Inc. Class C | GOOG | Communication Services | 0.53% | 9,290 | - | - | $2,664,929 |
| Colgate-Palmolive Company | CL | Consumer Defensive | 0.47% | 28,033 | - | - | $2,389,253 |
| United Parcel Service, Inc. | UPS | Industrials | 0.47% | 24,028 | - | - | $2,363,875 |
| Home Depot, Inc. | HD | Consumer Cyclical | 0.39% | 6,001 | -225 | -3.61% | $1,973,669 |
| Howard Hughes Holdings | HHH | Real Estate | 0.36% | 28,637 | -300 | -1.04% | $1,811,577 |
| Alphabet Inc. Class A | GOOGL | Communication Services | 0.34% | 5,920 | -600 | -9.20% | $1,702,355 |
| Bristol-Myers Squibb Company | BMY | Healthcare | 0.32% | 26,438 | -500 | -1.86% | $1,603,465 |
| iShares Core S&P 500 ETF | IVV | Other | 0.27% | 2,106 | - | - | $1,375,660 |
| Chevron Corporation | CVX | Energy | 0.27% | 6,590 | -250 | -3.65% | $1,363,471 |
| SPDR S&P 500 ETF | SPY | Other | 0.25% | 1,972 | - | - | $1,282,470 |
| Alibaba Group Holding Ltd ADS | BABA | Consumer Cyclical | 0.25% | 10,100 | - | - | $1,267,146 |
| Bank of America Corporation | BAC | Financial Services | 0.24% | 24,580 | -300 | -1.21% | $1,198,275 |
| GE Aerospace | GE | Industrials | 0.23% | 4,114 | -125 | -2.95% | $1,167,430 |
| Morgan Stanley | MS | Financial Services | 0.22% | 6,783 | -200 | -2.86% | $1,116,278 |
| Stryker Corporation | SYK | Healthcare | 0.20% | 3,000 | - | - | $985,770 |
| United Rentals, Inc. | URI | Industrials | 0.19% | 1,325 | - | - | $965,342 |
| Lowe's Companies, Inc. | LOW | Consumer Cyclical | 0.18% | 3,800 | - | - | $897,864 |
| GE Vernova Inc. | GEV | Utilities | 0.17% | 996 | -31 | -3.02% | $869,408 |
| JPMorgan Equity Premium Income ETF | JEPI | Other | 0.17% | 15,211 | - | - | $862,159 |
| UnitedHealth Group Incorporated | UNH | Healthcare | 0.14% | 2,580 | -265 | -9.31% | $698,122 |
| Kenvue Inc. | KVUE | Consumer Defensive | 0.13% | 38,249 | -970 | -2.47% | $659,413 |
| Uber Technologies Inc | UBER | Technology | 0.13% | 9,040 | -75 | -0.82% | $650,247 |
| Kinder Morgan, Inc. | KMI | Energy | 0.12% | 18,616 | -500 | -2.62% | $624,194 |
| Cisco Systems, Inc. | CSCO | Technology | 0.12% | 7,870 | -400 | -4.84% | $610,633 |
| International Business Machines Corporation | IBM | Technology | 0.11% | 2,350 | - | - | $569,617 |
| Amazon.com, Inc. | AMZN | Consumer Cyclical | 0.10% | 2,465 | -305 | -11.01% | $513,386 |
| JPMorgan NASDAQ Equity Premium Income ETF | JEPQ | Other | 0.10% | 9,120 | - | - | $506,342 |
| CrowdStrike Holdings, Inc. | CRWD | Technology | 0.10% | 1,270 | -50 | -3.79% | $495,821 |
| Eaton Corporation PLC | ETN | Other | 0.09% | 1,200 | - | - | $429,204 |
| PureCycle Technologies, Inc. | PCT | Industrials | 0.08% | 80,567 | -300 | -0.37% | $418,143 |
| Visa Inc. | V | Financial Services | 0.08% | 1,380 | - | - | $417,091 |
| Pfizer Inc. | PFE | Healthcare | 0.07% | 12,250 | - | - | $343,980 |
| Merck & Co., Inc. | MRK | Healthcare | 0.06% | 2,500 | - | - | $300,725 |
| iShares S&P Mid-Cap 400 Growth ETF | IJK | Other | 0.06% | 2,800 | - | - | $281,736 |
| SLB N.V. | SLB | Energy | 0.05% | 4,425 | +4,425 | +100.00% | $227,401 |
| Invesco QQQ Trust | QQQ | Other | 0.04% | 383 | - | - | $221,060 |
| Air Products and Chemicals, Inc. | APD | Basic Materials | 0.04% | 746 | +746 | +100.00% | $216,706 |
| iShares MSCI India ETF | INDA | Other | 0.04% | 4,620 | -1,000 | -17.79% | $216,401 |
| Metaverse Roundhill Ball ETF | METV | Other | 0.03% | 10,000 | - | - | $159,300 |