CIK: 0001121908
Total reported value
$503.6M
Reporting period: 2026-03-31 · Number of holdings: 70
INDEPENDENT INVESTORS INC disclosed 70 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $503.6M and a quarterly turnover rate of 10.8%.
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Independent Investors INC's disclosed holdings carry a Herfindahl concentration index of 0.304 — mathematically equivalent to about 3 equally-sized positions, well below its 70 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.54), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
0.0% -$6.2M
Trim AAPL
-1.1% -$22.8M
Add JNJ
-0.6% $2.6M
Add XOM
-1.3% $2.9M
Add HON
-1.8% $1.1M
Trim WAT
0.0% -$2.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 54.48% | -0.74% | -1.09% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.99% | -0.89% | — | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.45% | +0.70% | -0.55% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.26% | -0.14% | -1.76% | |
| 5 | AMGN | Amgen INC | Stock-Healthcare | 2.06% | +0.26% | -0.59% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.06% | +0.68% | -1.29% | |
| 7 | ABBV | Abbvie INC | Stock-Healthcare | 1.93% | +0.01% | -1.11% | |
| 8 | HON | Honeywell International INC | Stock-Industrials | 1.86% | +0.33% | -1.83% | |
| 9 | WAT | Waters CORP | Stock-Healthcare | 1.55% | -0.30% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | +0.01% | -1.65% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | — | — | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 1.27% | — | — | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 1.20% | -0.02% | — | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | +0.04% | -3.62% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.06% | — | -3.25% | |
| 16 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.00% | — | — | |
| 17 | QCOM | Qualcomm INC | Stock-Tech | 0.88% | -0.21% | — | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.87% | -0.21% | — | |
| 19 | DOV | Dover CORP | Stock-Industrials | 0.84% | +0.09% | -0.97% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.84% | -0.12% | -3.03% | |
| 21 | AXP | American Express Co | Stock-Financials | 0.72% | -0.10% | — | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | -0.11% | -1.43% | |
| 23 | LHX | L3harris Technologies INC | Stock-Industrials | 0.67% | +0.14% | — | |
| 24 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.63% | -0.08% | — | |
| 25 | GS | Goldman Sachs Group INC | Stock-Financials | 0.61% | +0.02% | — | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | +0.11% | -0.87% | |
| 27 | PEP | Pepsico INC | Stock-Consumer Staples | 0.56% | — | -6.42% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | +0.06% | — | |
| 29 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.54% | +0.08% | — | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | +0.08% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | -0.01% | — | |
| 32 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.47% | +0.06% | — | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.47% | — | — | |
| 34 | HD | Home Depot INC | Stock-Consumer Disc | 0.39% | -0.01% | -3.61% | |
| 35 | HHH | Howard Hughes Holdings INC | Stock-Real Estate | 0.36% | -0.07% | -1.04% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | -0.04% | -9.20% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.32% | +0.05% | -1.86% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.27% | +0.08% | -3.65% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | — | — | |
| 41 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.25% | -0.03% | — | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.24% | -0.01% | -1.21% | |
| 43 | GE | General Electric | Stock-Industrials | 0.23% | -0.01% | -2.95% | |
| 44 | MS | Morgan Stanley | Stock-Financials | 0.22% | -0.01% | -2.86% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.20% | — | — | |
| 46 | URI | United Rentals INC | Stock-Industrials | 0.19% | -0.01% | — | |
| 47 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.18% | — | — | |
| 48 | GEV | GE Vernova INC | Stock-Industrials | 0.17% | +0.05% | -3.02% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.17% | — | — | |
| 50 | SOLS | Solstice Adv Materials INC | Stock-Materials | 0.16% | +0.06% | -2.35% |
Performance for Q3 2026
+15.5%
Performance Last 4 Quarters
+42.3%
Based on 85% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 70 | $503.6M | 11 | |
| 2025-12-31 | 69 | $538.1M | 7 | |
| 2025-09-30 | 70 | $519.6M | 15 | |
| 2025-06-30 | 67 | $459.1M | 0 | |
| 2025-03-31 | 70 | $471.3M | 100 | |
| 2024-12-31 | 66 | $505.2M | 0 | |
| 2024-09-30 | 69 | $493.5M | 0 | |
| 2024-06-30 | 67 | $455.7M | 0 | |
| 2024-03-31 | 67 | $418.2M | 0 | |
| 2023-12-31 | 67 | $434.5M | 0 | |
| 2023-09-30 | 67 | $394.2M | 0 | |
| 2023-06-30 | 66 | $431.2M | 0 | |
| 2023-03-31 | 69 | $402.8M | 0 | |
| 2022-12-31 | 66 | $359.3M | 0 | |
| 2022-09-30 | 65 | $351.5M | 0 | |
| 2022-06-30 | 69 | $369.4M | 0 | |
| 2022-03-31 | 76 | $449.2M | 0 | |
| 2021-12-31 | 77 | $468.0M | 0 | |
| 2021-09-30 | 73 | $402.2M | 0 | |
| 2021-06-30 | 74 | $406.7M | 96 | |
| 2021-03-31 | 72 | $377.4M | 10 | |
| 2020-12-31 | 71 | $378.6M | 13 | |
| 2020-09-30 | 70 | $343.5M | 20 | |
| 2020-06-30 | 68 | $296.7M | 24 | |
| 2020-03-31 | 72 | $241.0M | 23 | |
| 2019-12-31 | 75 | $302.1M | 16 | |
| 2019-09-30 | 73 | $266.4M | 10 | |
| 2019-06-30 | 75 | $259.2M | 10 | |
| 2019-03-31 | 73 | $256.3M | 13 | |
| 2018-12-31 | 70 | $230.7M | 21 | |
| 2018-09-30 | 76 | $283.7M | 14 | |
| 2018-06-30 | 78 | $254.7M | 9 | |
| 2018-03-31 | 80 | $250.8M | 6 | |
| 2017-12-31 | 80 | $257.1M | 9 | |
| 2017-09-30 | 79 | $240.4M | 11 | |
| 2017-06-30 | 78 | $231.4M | 9 | |
| 2017-03-31 | 79 | $235.1M | 11 | |
| 2016-12-31 | 79 | $216.1M | 9 | |
| 2016-09-30 | 80 | $216.2M | 11 | |
| 2016-06-30 | 79 | $206.4M | 9 | |
| 2016-03-31 | 78 | $207.4M | 15 | |
| 2015-12-31 | 78 | $206.9M | 13 | |
| 2015-09-30 | 81 | $201.3M | 12 | |
| 2015-06-30 | 80 | $221.1M | 7 | |
| 2015-03-31 | 79 | $220.6M | 12 | |
| 2014-12-31 | 89 | $226.9M | 9 | |
| 2014-09-30 | 91 | $222.3M | 7 | |
| 2014-06-30 | 91 | $220.8M | 10 | |
| 2014-03-31 | 90 | $208.0M | 7 | |
| 2013-12-31 | 86 | $207.6M | 13 | |
| 2013-09-30 | 88 | $189.7M | 58 | |
| 2013-06-30 | 93 | $181.3M | 0 |
Independent Investors INC's most significant position changes for 2026-03-31: Sold out: Blackrock INC (BLK); New buy: Slb LTD (SLB); New buy: Air Products & Chemicals INC (APD); Trim: Apple INC (AAPL) — shares -1.09%; Trim: Johnson & Johnson (JNJ) — shares -0.55%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.7% | -0.55% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.7% | -1.29% | Trim |
| 3 | HON | Honeywell International INC | +0.3% | -1.83% | Trim |
| 4 | AMGN | Amgen INC | +0.3% | -0.59% | Trim |
| 5 | LHX | L3harris Technologies INC | +0.1% | — | Unchanged |
| 6 | COST | Costco Wholesale CORP | +0.1% | -0.87% | Trim |
| 7 | DOV | Dover CORP | +0.1% | -0.97% | Trim |
| 8 | CVX | Chevron CORP | +0.1% | -3.65% | Trim |
| 9 | NVS | Novartis Ag-sponsored Adr | +0.1% | — | Unchanged |
| 10 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 11 | SOLS | Solstice Adv Materials INC | +0.1% | -2.35% | Trim |
| 12 | CL | Colgate-palmolive Co | +0.1% | — | Unchanged |
| 13 | UNP | Union Pacific CORP | +0.1% | — | Unchanged |
| 14 | GEV | GE Vernova INC | +0.1% | -3.02% | Trim |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | -1.86% | Trim |
| 16 | PG | Procter & Gamble Co/the | 0% | -3.62% | Trim |
| 17 | GS | Goldman Sachs Group INC | 0% | — | Unchanged |
| 18 | KMI | Kinder Morgan INC | 0% | -2.62% | Trim |
| 19 | ABBV | Abbvie INC | 0% | -1.11% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.65% | Trim |
| 21 | NVDA | Nvidia CORP | — | — | Unchanged |
| 22 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 23 | BAC | Bank Of America CORP | 0% | -1.21% | Trim |
| 24 | HD | Home Depot INC | 0% | -3.61% | Trim |
| 25 | GE | General Electric | 0% | -2.95% | Trim |
| 26 | MS | Morgan Stanley | 0% | -2.86% | Trim |
| 27 | URI | United Rentals INC | 0% | — | Unchanged |
| 28 | UBER | Uber Technologies INC | 0% | -0.82% | Trim |
| 29 | BA | Boeing Co/the | 0% | — | Unchanged |
| 30 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 31 | AMZN | Amazon.com INC | 0% | -11.01% | Trim |
| 32 | CRWD | Crowdstrike Holdings INC - A | 0% | -3.79% | Trim |
| 33 | UNH | Unitedhealth Group INC | 0% | -9.31% | Trim |
| 34 | BABA | Alibaba Group Holding-sp Adr | 0% | — | Unchanged |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | -9.20% | Trim |
| 36 | PCT | Purecycle Technologies INC | -0.1% | -0.37% | Trim |
| 37 | HHH | Howard Hughes Holdings INC | -0.1% | -1.04% | Trim |
| 38 | NKE | Nike INC -cl B | -0.1% | — | Unchanged |
| 39 | AXP | American Express Co | -0.1% | — | Unchanged |
| 40 | ABT | Abbott Laboratories | -0.1% | -1.43% | Trim |
| 41 | DIS | Walt Disney Co/the | -0.1% | -3.03% | Trim |
| 42 | JPM | Jpmorgan Chase & Co | -0.1% | -1.76% | Trim |
| 43 | QCOM | Qualcomm INC | -0.2% | — | Unchanged |
| 44 | ORCL | Oracle CORP | -0.2% | — | Unchanged |
| 45 | WAT | Waters CORP | -0.3% | — | Unchanged |
| 46 | AAPL | Apple INC | -0.7% | -1.09% | Trim |
| 47 | MSFT | Microsoft CORP | -0.9% | — | Unchanged |
| 48 | BLK | Blackrock INC | — | EXIT | Sold out |
| 49 | SLB | Slb LTD | — | NEW | New buy |
| 50 | APD | Air Products & Chemicals INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-17 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-15 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-30 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-18 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-01 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-27 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-24 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-16 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-26 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-23 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-19 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-13 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-02 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-24 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-13 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-25 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-31 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-28 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-28 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-26 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-27 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-26 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-09 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-06 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-15 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-31 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-18 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-07-18 | Amendment | View on EDGAR |
| 2019-03-31 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-06 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-09 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-04 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-30 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-24 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-28 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-09 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-29 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-22 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-09 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-12 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-11 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-06 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-12 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-12 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-08 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-07 | 13F-HR | View on EDGAR |
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