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CIK: 0001121908
Total reported value
$523.6M
$523.6M
67 檔
56.3%
At the close of Q2 2025, Independent Investors Inc disclosed equity holdings valued at approximately $523.6M, spread across 67 reported holdings.
In Q2 2025, Independent Investors Inc adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 50.18% | +2.33% | -2.84% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.91% | -0.28% | — | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.60% | +0.13% | — | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.39% | -0.04% | — | |
| 5 | HON | Honeywell International Inc | Stock-Industrials | 2.15% | -0.99% | — | |
| 6 | WAT | Waters CORP | Stock-Healthcare | 2.00% | -0.07% | -17.31% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 1.84% | +0.01% | — | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.82% | -0.16% | -2.42% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 1.81% | -0.04% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | -0.22% | — | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.45% | -0.53% | — | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.42% | -0.03% | — | |
| 13 | EMR | Emerson Electric Co | Stock-Industrials | 1.42% | +0.07% | — | |
| 14 | BA | Boeing Co/the | Stock-Industrials | 1.39% | +0.02% | -0.33% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +0.12% | +115.31% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.23% | -0.04% | — | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 1.20% | +0.31% | — | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.13% | -0.20% | -1.39% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.07% | -0.22% | — | |
| 20 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.98% | +0.02% | — | |
| 21 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.93% | -0.16% | — | |
| 22 | AXP | American Express Co | Stock-Financials | 0.83% | -0.01% | — | |
| 23 | DOV | Dover CORP | Stock-Industrials | 0.82% | +0.03% | — | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.14% | — | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | +0.02% | — | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.56% | +0.06% | — | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.35% | — | |
| 28 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.56% | — | — | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | +0.01% | — | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.54% | +0.02% | — | |
| 31 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.53% | -0.13% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.05% | -4.54% | |
| 33 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.47% | — | — | |
| 34 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.43% | +0.03% | -0.26% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | — | -10.83% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.03% | -0.95% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.27% | -0.04% | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | +0.02% | — | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.26% | -0.02% | — | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | +0.03% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | -0.04% | -16.62% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.25% | -0.06% | — | |
| 43 | PCT | Purecycle Technologies Inc | Stock-Other | 0.25% | +0.04% | — | |
| 44 | GE | General Electric | Stock-Industrials | 0.24% | +0.01% | — | |
| 45 | URI | United Rentals Inc | Stock-Industrials | 0.22% | +0.10% | — | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.21% | +0.04% | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.21% | -0.10% | -2.15% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | +0.04% | -2.16% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.19% | -0.02% | -8.10% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.18% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.6% | — | Unchanged |
| 2 | NVDA | Nvidia CORP | +0.9% | +115.31% | Add |
| 3 | JPM | Jpmorgan Chase & Co | +0.6% | — | Unchanged |
| 4 | ORCL | Oracle CORP | +0.5% | — | Unchanged |
| 5 | BA | Boeing Co/the | +0.3% | -0.33% | Trim |
| 6 | EMR | Emerson Electric Co | +0.3% | — | Unchanged |
| 7 | DIS | Walt Disney Co/the | +0.3% | — | Unchanged |
| 8 | HON | Honeywell International Inc | +0.3% | — | Unchanged |
| 9 | AXP | American Express Co | +0.1% | — | Unchanged |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 11 | PCT | Purecycle Technologies Inc | +0.1% | — | Unchanged |
| 12 | NKE | Nike Inc -cl B | +0.1% | — | Unchanged |
| 13 | LHX | L3harris Technologies Inc | +0.1% | — | Unchanged |
| 14 | NSC | Norfolk Southern CORP | +0.1% | — | Unchanged |
| 15 | QCOM | Qualcomm Inc | +0.1% | — | Unchanged |
| 16 | GE | General Electric | +0.1% | — | Unchanged |
| 17 | ABT | Abbott Laboratories | +0.1% | — | Unchanged |
| 18 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | Unchanged |
| 20 | NVS | Novartis Ag-sponsored Adr | +0.1% | — | Unchanged |
| 21 | DOV | Dover CORP | +0.1% | — | Unchanged |
| 22 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 23 | MS | Morgan Stanley | 0% | — | Unchanged |
| 24 | URI | United Rentals Inc | 0% | — | Unchanged |
| 25 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 26 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | -0.95% | Trim |
| 29 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 30 | HD | Home Depot Inc | 0% | -4.54% | Trim |
| 31 | KVUE | Kenvue Inc | 0% | — | Unchanged |
| 32 | HHH | Howard Hughes Holdings Inc | 0% | -0.26% | Trim |
| 33 | BABA | Alibaba Group Holding-sp Adr | 0% | — | Unchanged |
| 34 | UPS | United Parcel Service-cl B | 0% | — | Unchanged |
| 35 | SLB | Slb LTD | 0% | EXIT | Sold out |
| 36 | CVX | Chevron CORP | 0% | -2.15% | Trim |
| 37 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 38 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | Sold out |
| 39 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 40 | MCD | Mcdonald's CORP | -0.1% | -1.39% | Trim |
| 41 | BMY | Bristol-myers Squibb Co | -0.1% | — | Unchanged |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 43 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 44 | PG | Procter & Gamble Co/the | -0.1% | -2.42% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.1% | -2.16% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.1% | — | Unchanged |
| 47 | AMGN | Amgen Inc | -0.2% | — | Unchanged |
| 48 | ABBV | Abbvie Inc | -0.2% | — | Unchanged |
| 49 | WAT | Waters CORP | -0.5% | -17.31% | Trim |
| 50 | AAPL | Apple Inc | -4.3% | -2.84% | Trim |
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 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 56.3% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
MRK
前期市值: $224.4K
During Q2 2025, Independent Investors Inc's top holdings by market value included AAPL (50.2%)、MSFT (5.9%)、JPM (3.6%). The largest single position, AAPL, represented 50.2% of total portfolio value.
In Q2 2025, Independent Investors Inc made 14 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 10 holdings, and fully liquidating 3 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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