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CIK: 0001121908
Total reported value
$523.6M
$523.6M
69 檔
64.2%
At the close of Q3 2024, Independent Investors Inc disclosed equity holdings valued at approximately $523.6M, spread across 69 reported holdings.
During Q3 2024, Independent Investors Inc performed routine portfolio adjustments (2 new buys, 1 additions, 4 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 56.24% | +2.33% | -0.35% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.76% | -0.28% | — | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.43% | +0.13% | — | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.36% | -0.04% | — | |
| 5 | WAT | Waters CORP | Stock-Healthcare | 2.32% | -0.07% | — | |
| 6 | AMGN | Amgen Inc | Stock-Healthcare | 1.97% | -0.04% | — | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.92% | -0.16% | — | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 1.82% | +0.01% | — | |
| 9 | HON | Honeywell International Inc | Stock-Industrials | 1.77% | -0.99% | — | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.47% | -0.53% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.41% | -0.22% | — | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 1.19% | +0.31% | — | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.11% | -0.20% | -2.17% | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 1.09% | +0.07% | — | |
| 15 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.07% | -0.16% | — | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.03% | -0.03% | — | |
| 17 | BA | Boeing Co/the | Stock-Industrials | 0.94% | +0.02% | — | |
| 18 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.89% | +0.02% | — | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.88% | -0.04% | -0.66% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 0.83% | -0.22% | — | |
| 21 | DOV | Dover CORP | Stock-Industrials | 0.80% | +0.03% | — | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.35% | — | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.69% | +0.02% | — | |
| 24 | AXP | American Express Co | Stock-Financials | 0.66% | -0.01% | — | |
| 25 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.59% | — | — | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | +0.02% | — | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | +0.01% | — | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.14% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.05% | — | |
| 30 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.47% | -0.13% | — | |
| 31 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.46% | +0.03% | — | |
| 32 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.42% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | — | — | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.37% | +0.06% | — | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.04% | -6.22% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.12% | — | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.28% | -0.04% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | -0.04% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.03% | -1.87% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.02% | +19.03% | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.22% | -0.02% | — | |
| 42 | URI | United Rentals Inc | Stock-Industrials | 0.22% | +0.10% | — | |
| 43 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.22% | -0.06% | — | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.21% | -0.02% | — | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.20% | +0.03% | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.18% | -0.10% | — | |
| 47 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.18% | -0.13% | EXIT | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.17% | -0.02% | — | |
| 49 | GE | General Electric | Stock-Industrials | 0.16% | +0.01% | — | |
| 50 | PCT | Purecycle Technologies Inc | Stock-Other | 0.16% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | -0.35% | Trim |
| 2 | WAT | Waters CORP | +0.3% | — | Unchanged |
| 3 | ABBV | Abbvie Inc | +0.1% | — | Unchanged |
| 4 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 5 | MCD | Mcdonald's CORP | +0.1% | -2.17% | Trim |
| 6 | NKE | Nike Inc -cl B | +0.1% | — | Unchanged |
| 7 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | Unchanged |
| 9 | NSC | Norfolk Southern CORP | +0.1% | — | Unchanged |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.1% | — | Unchanged |
| 11 | AXP | American Express Co | +0.1% | — | Unchanged |
| 12 | HHH | Howard Hughes Holdings Inc | +0.1% | — | Unchanged |
| 13 | PCT | Purecycle Technologies Inc | +0.1% | — | Unchanged |
| 14 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 15 | HD | Home Depot Inc | 0% | — | Unchanged |
| 16 | BLKCHF | Blackrock Inc | 0% | NEW | New buy |
| 17 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +19.03% | Add |
| 19 | URI | United Rentals Inc | 0% | — | Unchanged |
| 20 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 21 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 22 | KVUE | Kenvue Inc | 0% | — | Unchanged |
| 23 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 24 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 25 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 26 | GE | General Electric | 0% | — | Unchanged |
| 27 | UNP | Union Pacific CORP | — | — | Unchanged |
| 28 | NVS | Novartis Ag-sponsored Adr | — | — | Unchanged |
| 29 | UNH | Unitedhealth Group Inc | — | -6.22% | Trim |
| 30 | SYK | Stryker CORP | — | — | Unchanged |
| 31 | MS | Morgan Stanley | — | — | Unchanged |
| 32 | KMI | Kinder Morgan, Inc. | — | — | Unchanged |
| 33 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 34 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 35 | DOV | Dover CORP | 0% | — | Unchanged |
| 36 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 37 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 38 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 39 | CVX | Chevron CORP | 0% | — | Unchanged |
| 40 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 41 | PG | Procter & Gamble Co/the | -0.1% | — | Unchanged |
| 42 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 43 | JPM | Jpmorgan Chase & Co | -0.1% | — | Unchanged |
| 44 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 45 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 46 | DIS | Walt Disney Co/the | -0.1% | -0.66% | Trim |
| 47 | HON | Honeywell International Inc | -0.2% | — | Unchanged |
| 48 | BA | Boeing Co/the | -0.3% | — | Unchanged |
| 49 | QCOM | Qualcomm Inc | -0.3% | — | Unchanged |
| 50 | MSFT | Microsoft CORP | -0.6% | — | Unchanged |
According to official SEC Form 13F filings, Independent Investors Inc reported a total U.S. public equity portfolio value of $523.6M across 69 disclosed positions in Q3 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 64.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
GEV
市值: $261.9K
Top Position Liquidated / Trimmed
AAPL
前期市值: $251.7M
During Q3 2024, Independent Investors Inc's top holdings by market value included AAPL (56.2%)、MSFT (4.8%)、JPM (2.4%). The largest single position, AAPL, represented 56.2% of total portfolio value.
In Q3 2024, Independent Investors Inc made 7 total portfolio adjustments, initiating 2 new buys, adding to 1 positions, trimming 4 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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