Independent Investors Inc Portfolio Stock Holdings
Independent Investors Inc disclosed 73 stock positions valued at approximately $523.6 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 June 30, 2026 and was filed on July 16, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 73
- Portfolio Value
- $523.6M
Holdings by Sector
Independent Investors Inc Portfolio Holdings in Q2 2026
70 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | Technology | 56.81% | 1,027,983 | -53,090 | -4.91% | $297,457,161 |
| Microsoft Corporation | MSFT | Technology | 3.71% | 52,050 | -2,250 | -4.14% | $19,415,691 |
| Johnson & Johnson | JNJ | Healthcare | 3.41% | 70,356 | -800 | -1.12% | $17,868,313 |
| JPMorgan Chase & Co. | JPM | Financial Services | 3.39% | 54,204 | -1,600 | -2.87% | $17,742,595 |
| Amgen Inc. | AMGN | Healthcare | 2.02% | 29,176 | -300 | -1.02% | $10,565,213 |
| AbbVie Inc. | ABBV | Healthcare | 1.94% | 40,274 | -4,400 | -9.85% | $10,134,549 |
| Exxon Mobil Corporation | XOM | Energy | 1.53% | 58,649 | -2,400 | -3.93% | $8,018,491 |
| Waters Corporation | WAT | Healthcare | 1.48% | 20,663 | -5,500 | -21.02% | $7,749,452 |
| NVIDIA Corporation | NVDA | Technology | 1.46% | 38,260 | -305 | -0.79% | $7,655,443 |
| Emerson Electric Co. | EMR | Industrials | 1.34% | 48,896 | - | - | $6,999,462 |
| Boeing Company | BA | Industrials | 1.22% | 29,457 | -900 | -2.96% | $6,376,557 |
| Berkshire Hathaway Inc. Class B | BRK-B | Financial Services | 1.20% | 12,577 | -2,310 | -15.52% | $6,293,405 |
| Qualcomm Inc. | QCOM | Technology | 1.19% | 33,592 | -700 | -2.04% | $6,207,466 |
| Norfolk Southern Corporation | NSC | Industrials | 1.02% | 17,017 | -500 | -2.85% | $5,353,378 |
| Procter & Gamble Company | PG | Consumer Defensive | 0.99% | 35,415 | -4,680 | -11.67% | $5,193,256 |
| Dover Corporation | DOV | Industrials | 0.87% | 20,400 | - | - | $4,575,312 |
| Honeywell International Inc. | HON | Industrials | 0.87% | 20,373 | -21,177 | -50.97% | $4,561,515 |
| McDonald's Corporation | MCD | Consumer Cyclical | 0.86% | 16,616 | -500 | -2.92% | $4,491,471 |
| Oracle Corporation | ORCL | Technology | 0.84% | 29,900 | - | - | $4,381,845 |
| Walt Disney Company | DIS | Communication Services | 0.80% | 43,576 | -450 | -1.02% | $4,194,190 |
| American Express Company | AXP | Financial Services | 0.71% | 11,000 | -1,000 | -8.33% | $3,720,750 |
| Goldman Sachs Group, Inc. | GS | Financial Services | 0.67% | 3,490 | -150 | -4.12% | $3,529,681 |
| Union Pacific Corporation | UNP | Industrials | 0.58% | 11,140 | -500 | -4.30% | $3,030,080 |
| Coca-Cola Company | KO | Consumer Defensive | 0.55% | 35,496 | - | - | $2,884,760 |
| L3Harris Technologies, Inc. | LHX | Industrials | 0.54% | 9,749 | - | - | $2,832,962 |
| Novartis AG | NVS | Healthcare | 0.54% | 17,900 | - | - | $2,805,288 |
| Alphabet Inc. Class C | GOOG | Communication Services | 0.53% | 7,790 | -1,500 | -16.15% | $2,752,441 |
| United Parcel Service, Inc. | UPS | Industrials | 0.49% | 24,028 | - | - | $2,583,010 |
| Abbott Laboratories | ABT | Healthcare | 0.48% | 27,840 | -6,550 | -19.05% | $2,526,202 |
| Nike, Inc. | NKE | Consumer Cyclical | 0.47% | 60,000 | - | - | $2,463,000 |
| Colgate-Palmolive Company | CL | Consumer Defensive | 0.47% | 26,833 | -1,200 | -4.28% | $2,460,049 |
| Costco Wholesale Corporation | COST | Consumer Defensive | 0.43% | 2,415 | -450 | -15.71% | $2,259,160 |
| Howard Hughes Holdings | HHH | Real Estate | 0.39% | 28,637 | - | - | $2,047,259 |
| Home Depot, Inc. | HD | Consumer Cyclical | 0.34% | 5,016 | -985 | -16.41% | $1,769,043 |
| Alphabet Inc. Class A | GOOGL | Communication Services | 0.30% | 4,420 | -1,500 | -25.34% | $1,579,575 |
| iShares Core S&P 500 ETF | IVV | Other | 0.30% | 2,106 | - | - | $1,577,162 |
| United Rentals, Inc. | URI | Industrials | 0.29% | 1,325 | - | - | $1,501,079 |
| Bristol-Myers Squibb Company | BMY | Healthcare | 0.28% | 25,438 | -1,000 | -3.78% | $1,465,738 |
| SPDR S&P 500 ETF | SPY | Other | 0.27% | 1,922 | -50 | -2.54% | $1,435,292 |
| Bank of America Corporation | BAC | Financial Services | 0.27% | 24,580 | - | - | $1,400,568 |
| Morgan Stanley | MS | Financial Services | 0.26% | 6,533 | -250 | -3.69% | $1,365,658 |
| GE Aerospace | GE | Industrials | 0.24% | 3,342 | -772 | -18.77% | $1,249,006 |
| PepsiCo, Inc. | PEP | Consumer Defensive | 0.21% | 8,263 | -9,950 | -54.63% | $1,118,810 |
| GE Vernova Inc. | GEV | Utilities | 0.20% | 907 | -89 | -8.94% | $1,065,598 |
| Alibaba Group Holding Ltd ADS | BABA | Consumer Cyclical | 0.19% | 10,100 | - | - | $969,398 |
| CrowdStrike Holdings, Inc. | CRWD | Technology | 0.18% | 1,245 | -25 | -1.97% | $950,109 |
| Stryker Corporation | SYK | Healthcare | 0.18% | 3,000 | - | - | $944,520 |
| UnitedHealth Group Incorporated | UNH | Healthcare | 0.18% | 2,230 | -350 | -13.57% | $926,855 |
| Chevron Corporation | CVX | Energy | 0.17% | 5,440 | -1,150 | -17.45% | $901,734 |
| Lowe's Companies, Inc. | LOW | Consumer Cyclical | 0.16% | 3,800 | - | - | $837,862 |
| JPMorgan Equity Premium Income ETF | JEPI | Other | 0.15% | 14,251 | -960 | -6.31% | $804,896 |
| Cisco Systems, Inc. | CSCO | Technology | 0.14% | 6,160 | -1,710 | -21.73% | $723,554 |
| International Business Machines Corporation | IBM | Technology | 0.13% | 2,350 | - | - | $660,844 |
| PureCycle Technologies, Inc. | PCT | Industrials | 0.12% | 80,567 | - | - | $653,398 |
| Uber Technologies Inc | UBER | Technology | 0.12% | 8,880 | -160 | -1.77% | $640,781 |
| Kinder Morgan, Inc. | KMI | Energy | 0.11% | 18,616 | - | - | $595,154 |
| Amazon.com, Inc. | AMZN | Consumer Cyclical | 0.11% | 2,410 | -55 | -2.23% | $574,399 |
| JPMorgan NASDAQ Equity Premium Income ETF | JEPQ | Other | 0.10% | 8,410 | -710 | -7.79% | $516,879 |
| Eaton Corporation PLC | ETN | Other | 0.10% | 1,200 | - | - | $511,344 |
| Visa Inc. | V | Financial Services | 0.09% | 1,380 | - | - | $473,464 |
| iShares S&P Mid-Cap 400 Growth ETF | IJK | Other | 0.06% | 2,800 | - | - | $329,000 |
| Merck & Co., Inc. | MRK | Healthcare | 0.06% | 2,500 | - | - | $321,250 |
| Invesco QQQ Trust | QQQ | Other | 0.05% | 383 | - | - | $282,041 |
| Pfizer Inc. | PFE | Healthcare | 0.05% | 11,650 | -600 | -4.90% | $280,532 |
| Air Products and Chemicals, Inc. | APD | Basic Materials | 0.04% | 746 | - | - | $218,712 |
| Vanguard Emerging Markets ETF | VWO | Other | 0.04% | 3,650 | +3,650 | +100.00% | $217,869 |
| iShares MSCI India ETF | INDA | Other | 0.04% | 4,210 | -410 | -8.87% | $207,932 |
| SLB N.V. | SLB | Energy | 0.04% | 4,425 | - | - | $205,718 |
| Seaport Entertainment Group Inc. | SEG | Other | 0.04% | 7,584 | +7,584 | +100.00% | $201,734 |
| Metaverse Roundhill Ball ETF | METV | Other | 0.04% | 10,000 | - | - | $184,500 |