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CIK: 0001121908
Total reported value
$523.6M
$523.6M
66 檔
67.4%
In Q4 2024, Independent Investors Inc's U.S. equity holdings reached a combined market value of $523.6M, distributed across 66 disclosed stock positions.
In Q4 2024, Independent Investors Inc adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 58.18% | +2.33% | -1.45% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.55% | -0.28% | -0.18% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.70% | +0.13% | — | |
| 4 | WAT | Waters CORP | Stock-Healthcare | 2.34% | -0.07% | — | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.06% | -0.04% | — | |
| 6 | HON | Honeywell International Inc | Stock-Industrials | 1.89% | -0.99% | — | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.80% | -0.16% | -0.73% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 1.60% | +0.01% | — | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 1.56% | -0.04% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | -0.22% | — | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.32% | -0.53% | — | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 1.20% | +0.07% | — | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 1.07% | +0.02% | -0.20% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.05% | +0.31% | — | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.04% | -0.20% | — | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.00% | -0.04% | — | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 0.99% | -0.03% | — | |
| 18 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.90% | -0.16% | — | |
| 19 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.82% | +0.02% | — | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 0.81% | -0.22% | — | |
| 21 | DOV | Dover CORP | Stock-Industrials | 0.76% | +0.03% | — | |
| 22 | AXP | American Express Co | Stock-Financials | 0.70% | -0.01% | — | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.62% | +0.02% | -0.60% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.35% | -2.50% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.53% | +0.02% | — | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.14% | — | |
| 27 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.51% | — | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.05% | — | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | +0.01% | — | |
| 30 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.44% | +0.03% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | — | — | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.41% | +0.06% | — | |
| 33 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.41% | -0.13% | — | |
| 34 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.34% | — | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.12% | — | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.30% | +0.04% | — | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.30% | -0.04% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | -0.04% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.03% | -0.48% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.02% | — | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.22% | +0.03% | — | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.21% | -0.02% | — | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.19% | +0.04% | — | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.19% | -0.02% | — | |
| 45 | URI | United Rentals Inc | Stock-Industrials | 0.19% | +0.10% | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.18% | -0.10% | — | |
| 47 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.17% | -0.06% | — | |
| 48 | PCT | Purecycle Technologies Inc | Stock-Other | 0.17% | +0.04% | — | |
| 49 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.17% | -0.13% | EXIT | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.16% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.9% | -1.45% | Trim |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | — | Unchanged |
| 3 | BA | Boeing Co/the | +0.1% | -0.20% | Trim |
| 4 | HON | Honeywell International Inc | +0.1% | — | Unchanged |
| 5 | DIS | Walt Disney Co/the | +0.1% | — | Unchanged |
| 6 | EMR | Emerson Electric Co | +0.1% | — | Unchanged |
| 7 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 8 | AXP | American Express Co | 0% | — | Unchanged |
| 9 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 10 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 11 | SEG | Seaport Entertainment Group | 0% | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 13 | MS | Morgan Stanley | 0% | — | Unchanged |
| 14 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 15 | WAT | Waters CORP | 0% | — | Unchanged |
| 16 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 17 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 18 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 19 | COST | Costco Wholesale CORP | — | — | Unchanged |
| 20 | GE | General Electric | 0% | — | Unchanged |
| 21 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 22 | URI | United Rentals Inc | 0% | — | Unchanged |
| 23 | HD | Home Depot Inc | 0% | — | Unchanged |
| 24 | BAX | Baxter International Inc | 0% | EXIT | Sold out |
| 25 | BLKCHF | Blackrock Inc | 0% | EXIT | Sold out |
| 26 | SLB | Slb LTD | 0% | EXIT | Sold out |
| 27 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 28 | DOV | Dover CORP | 0% | — | Unchanged |
| 29 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | Sold out |
| 30 | ESI | Element Solutions Inc | -0.1% | EXIT | Sold out |
| 31 | BABA | Alibaba Group Holding-sp Adr | -0.1% | — | Unchanged |
| 32 | UNP | Union Pacific CORP | -0.1% | — | Unchanged |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 34 | LHX | L3harris Technologies Inc | -0.1% | — | Unchanged |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 36 | UPS | United Parcel Service-cl B | -0.1% | -0.60% | Trim |
| 37 | MCD | Mcdonald's CORP | -0.1% | — | Unchanged |
| 38 | NSC | Norfolk Southern CORP | -0.1% | — | Unchanged |
| 39 | CL | Colgate-palmolive Co | -0.1% | — | Unchanged |
| 40 | KO | Coca-cola Co/the | -0.1% | — | Unchanged |
| 41 | NVS | Novartis Ag-sponsored Adr | -0.1% | — | Unchanged |
| 42 | PEP | Pepsico Inc | -0.1% | -2.50% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.1% | -0.73% | Trim |
| 44 | QCOM | Qualcomm Inc | -0.1% | — | Unchanged |
| 45 | XOM | Exxon Mobil CORP | -0.2% | — | Unchanged |
| 46 | NKE | Nike Inc -cl B | -0.2% | — | Unchanged |
| 47 | MSFT | Microsoft CORP | -0.2% | -0.18% | Trim |
| 48 | ABBV | Abbvie Inc | -0.2% | — | Unchanged |
| 49 | JNJ | Johnson & Johnson | -0.3% | — | Unchanged |
| 50 | AMGN | Amgen Inc | -0.4% | — | Unchanged |
According to official SEC Form 13F filings, Independent Investors Inc reported a total U.S. public equity portfolio value of $523.6M across 66 disclosed positions in Q4 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 67.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $230.7K
Top Position Liquidated / Trimmed
MDLZ
前期市值: $243.1K
During Q4 2024, Independent Investors Inc's top holdings by market value included AAPL (58.2%)、MSFT (4.5%)、JPM (2.7%). The largest single position, AAPL, represented 58.2% of total portfolio value.
In Q4 2024, Independent Investors Inc made 13 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 6 holdings, and fully liquidating 5 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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