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CIK: 0001121908
Total reported value
$523.6M
$523.6M
67 檔
58.7%
During the Q2 2024 filing period, Independent Investors Inc (CIK: 0001121908) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $523.6M across 67 reported positions.
During Q2 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 | 55.25% | +2.33% | -2.81% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.36% | -0.28% | — | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.53% | +0.13% | — | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.30% | -0.04% | — | |
| 5 | AMGN | Amgen Inc | Stock-Healthcare | 2.07% | -0.04% | — | |
| 6 | WAT | Waters CORP | Stock-Healthcare | 2.03% | -0.07% | — | |
| 7 | HON | Honeywell International Inc | Stock-Industrials | 1.98% | -0.99% | — | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.98% | -0.16% | -0.86% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 1.71% | +0.01% | — | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.57% | -0.53% | +2.00% | |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 1.51% | +0.31% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.35% | -0.22% | — | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 1.22% | +0.02% | -0.42% | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 1.18% | +0.07% | — | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.03% | -0.20% | — | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.99% | -0.04% | — | |
| 17 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.99% | -0.16% | — | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.93% | -0.03% | — | |
| 19 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.83% | +0.02% | — | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 0.82% | -0.22% | — | |
| 21 | DOV | Dover CORP | Stock-Industrials | 0.82% | +0.03% | — | |
| 22 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.75% | +0.02% | — | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.35% | — | |
| 24 | AXP | American Express Co | Stock-Financials | 0.61% | -0.01% | — | |
| 25 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.60% | — | — | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | +0.02% | — | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.14% | — | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | +0.01% | — | |
| 29 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.48% | -0.13% | — | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.05% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | — | — | |
| 32 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.42% | — | — | |
| 33 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.41% | +0.03% | — | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.36% | +0.06% | — | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.04% | -9.18% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.12% | +900.00% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | -0.04% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.03% | -1.15% | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.25% | -0.04% | — | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.22% | -0.02% | — | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.22% | +0.03% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.21% | -0.10% | +4.03% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.02% | — | |
| 44 | URI | United Rentals Inc | Stock-Industrials | 0.19% | +0.10% | — | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.18% | -0.02% | — | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.18% | -0.02% | — | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.16% | +0.04% | — | |
| 48 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.16% | -0.06% | — | |
| 49 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.16% | -0.13% | EXIT | |
| 50 | GE | General Electric | Stock-Industrials | 0.15% | +0.01% | -0.12% |
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 Q2 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 58.7% of total reported equity market value during Q2 2024.
During Q2 2024, Independent Investors Inc's top holdings by market value included AAPL (55.3%)、MSFT (5.4%)、JPM (2.5%). The largest single position, AAPL, represented 55.3% of total portfolio value.
In Q2 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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