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CIK: 0001121908
Total reported value
$523.6M
$523.6M
67 檔
51.1%
In Q1 2024, Independent Investors Inc's U.S. equity holdings reached a combined market value of $523.6M, distributed across 67 disclosed stock positions.
During Q1 2024, Independent Investors Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 50.43% | +2.33% | -1.19% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.50% | -0.28% | — | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.73% | +0.13% | -0.20% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.72% | -0.04% | -0.57% | |
| 5 | WAT | Waters CORP | Stock-Healthcare | 2.62% | -0.07% | — | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.14% | -0.16% | — | |
| 7 | HON | Honeywell International Inc | Stock-Industrials | 2.08% | -0.99% | -0.39% | |
| 8 | AMGN | Amgen Inc | Stock-Healthcare | 2.05% | -0.04% | -1.26% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 1.98% | +0.01% | — | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.69% | -0.53% | -0.42% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.52% | -0.22% | — | |
| 12 | BA | Boeing Co/the | Stock-Industrials | 1.42% | +0.02% | -0.28% | |
| 13 | QCOM | Qualcomm Inc | Stock-Tech | 1.40% | +0.31% | — | |
| 14 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.35% | -0.16% | — | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.33% | -0.04% | -0.03% | |
| 16 | EMR | Emerson Electric Co | Stock-Industrials | 1.33% | +0.07% | — | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.24% | -0.20% | -0.22% | |
| 18 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.07% | +0.02% | — | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 0.98% | -0.22% | — | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.90% | -0.03% | — | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.88% | +0.02% | -0.40% | |
| 22 | DOV | Dover CORP | Stock-Industrials | 0.87% | +0.03% | — | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.84% | -0.35% | — | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 0.68% | +0.02% | -0.85% | |
| 25 | AXP | American Express Co | Stock-Financials | 0.65% | -0.01% | — | |
| 26 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.61% | — | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.05% | -0.83% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | +0.01% | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.14% | — | |
| 30 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.50% | +0.03% | — | |
| 31 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.50% | -0.13% | — | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.04% | — | |
| 33 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.41% | — | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | — | -0.90% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.36% | +0.06% | — | |
| 36 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.35% | -0.04% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | -0.04% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.03% | +15.94% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.12% | — | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.26% | -0.02% | — | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.23% | -0.02% | -0.39% | |
| 42 | URI | United Rentals Inc | Stock-Industrials | 0.23% | +0.10% | -3.62% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.23% | +0.03% | -0.99% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.22% | -0.10% | +3.12% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.02% | — | |
| 46 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.20% | -0.13% | EXIT | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.20% | -0.02% | -1.03% | |
| 48 | GE | General Electric | Stock-Industrials | 0.18% | +0.01% | -1.12% | |
| 49 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.17% | -0.06% | — | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.17% | +0.04% | — |
According to official SEC Form 13F filings, Independent Investors Inc reported a total U.S. public equity portfolio value of $523.6M across 67 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPM) accounted for 51.1% of total reported equity market value during Q1 2024.
During Q1 2024, Independent Investors Inc's top holdings by market value included AAPL (50.4%)、MSFT (5.5%)、JPM (2.7%). The largest single position, AAPL, represented 50.4% of total portfolio value.
In Q1 2024, Independent Investors Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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