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CIK: 0001121908
Total reported value
$523.6M
$523.6M
70 檔
60.1%
The Q1 2025 SEC filing reveals that Independent Investors Inc held a total portfolio value of $523.6M, covering 70 public equity positions.
In Q1 2025, Independent Investors Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 54.47% | +2.33% | -1.55% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.34% | -0.28% | -0.01% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.96% | +0.13% | — | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.53% | -0.04% | -0.07% | |
| 5 | WAT | Waters CORP | Stock-Healthcare | 2.48% | -0.07% | -0.31% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.02% | +0.01% | — | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 1.97% | -0.04% | -1.33% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.94% | -0.16% | -1.29% | |
| 9 | HON | Honeywell International Inc | Stock-Industrials | 1.90% | -0.99% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | -0.22% | — | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.56% | -0.53% | — | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.20% | -0.20% | — | |
| 13 | EMR | Emerson Electric Co | Stock-Industrials | 1.14% | +0.07% | — | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.12% | +0.31% | — | |
| 15 | BA | Boeing Co/the | Stock-Industrials | 1.11% | +0.02% | — | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.01% | -0.22% | — | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.95% | -0.04% | +0.30% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.89% | -0.03% | — | |
| 19 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.88% | +0.02% | — | |
| 20 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.81% | -0.16% | — | |
| 21 | DOV | Dover CORP | Stock-Industrials | 0.77% | +0.03% | — | |
| 22 | AXP | American Express Co | Stock-Financials | 0.69% | -0.01% | — | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.35% | — | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | +0.02% | — | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.14% | — | |
| 26 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.58% | +0.02% | -0.04% | |
| 27 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.56% | — | — | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | +0.01% | -1.73% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.05% | +10.13% | |
| 30 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.46% | +0.03% | — | |
| 31 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.43% | -0.13% | — | |
| 32 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.42% | — | — | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | +0.06% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.12% | +50.13% | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.35% | -0.04% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | — | -4.84% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.33% | +0.04% | -0.17% | |
| 38 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.28% | -0.06% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | -0.04% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.03% | +0.14% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.25% | -0.10% | +12.92% | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.24% | -0.02% | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | +0.02% | -5.60% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.22% | +0.03% | — | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.20% | -0.02% | +15.57% | |
| 46 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.20% | -0.13% | EXIT | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.19% | -0.02% | — | |
| 48 | GE | General Electric | Stock-Industrials | 0.18% | +0.01% | — | |
| 49 | URI | United Rentals Inc | Stock-Industrials | 0.18% | +0.10% | — | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.17% | +0.04% | -6.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 5 | WAT | Waters CORP | — | NEW | New buy |
| 6 | ABBV | Abbvie Inc | — | NEW | New buy |
| 7 | AMGN | Amgen Inc | — | NEW | New buy |
| 8 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 9 | HON | Honeywell International Inc | — | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 11 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 12 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 13 | EMR | Emerson Electric Co | — | NEW | New buy |
| 14 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 15 | BA | Boeing Co/the | — | NEW | New buy |
| 16 | ABT | Abbott Laboratories | — | NEW | New buy |
| 17 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 18 | ORCL | Oracle CORP | — | NEW | New buy |
| 19 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 20 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 21 | DOV | Dover CORP | — | NEW | New buy |
| 22 | AXP | American Express Co | — | NEW | New buy |
| 23 | PEP | Pepsico Inc | — | NEW | New buy |
| 24 | UNP | Union Pacific CORP | — | NEW | New buy |
| 25 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 26 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 27 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 28 | KO | Coca-cola Co/the | — | NEW | New buy |
| 29 | HD | Home Depot Inc | — | NEW | New buy |
| 30 | HHH | Howard Hughes Holdings Inc | — | NEW | New buy |
| 31 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 32 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 33 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 34 | NVDA | Nvidia CORP | — | NEW | New buy |
| 35 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 36 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 37 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 38 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 40 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 41 | CVX | Chevron CORP | — | NEW | New buy |
| 42 | SYK | Stryker CORP | — | NEW | New buy |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 44 | BAC | Bank Of America CORP | — | NEW | New buy |
| 45 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 46 | KVUE | Kenvue Inc | — | NEW | New buy |
| 47 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 48 | GE | General Electric | — | NEW | New buy |
| 49 | URI | United Rentals Inc | — | NEW | New buy |
| 50 | MS | Morgan Stanley | — | NEW | New buy |
According to official SEC Form 13F filings, Independent Investors Inc reported a total U.S. public equity portfolio value of $523.6M across 70 disclosed positions in Q1 2025.
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 60.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $256.7M
During Q1 2025, Independent Investors Inc's top holdings by market value included AAPL (54.5%)、MSFT (4.3%)、JPM (3.0%). The largest single position, AAPL, represented 54.5% of total portfolio value.
In Q1 2025, Independent Investors Inc made 50 total portfolio adjustments, initiating 50 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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