13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001121908
Total reported value
$523.6M
$523.6M
70 檔
66.8%
During the Q3 2025 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 70 reported positions.
In Q3 2025, Independent Investors Inc adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 53.92% | +2.33% | -1.99% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.41% | -0.28% | -0.41% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.45% | +0.13% | -0.24% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.55% | -0.04% | -0.31% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 2.01% | +0.01% | -0.47% | |
| 6 | HON | Honeywell International Inc | Stock-Industrials | 1.71% | -0.99% | — | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 1.62% | -0.03% | — | |
| 8 | AMGN | Amgen Inc | Stock-Healthcare | 1.61% | -0.04% | -0.35% | |
| 9 | WAT | Waters CORP | Stock-Healthcare | 1.51% | -0.07% | -0.40% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.46% | -0.22% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | +0.12% | — | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.34% | -0.53% | -0.17% | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 1.26% | +0.02% | -0.34% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.24% | -0.16% | -19.89% | |
| 15 | EMR | Emerson Electric Co | Stock-Industrials | 1.23% | +0.07% | -0.21% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.10% | +0.31% | -0.60% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.03% | -0.20% | -0.58% | |
| 18 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.01% | +0.02% | -0.47% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.00% | -0.04% | — | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 0.90% | -0.22% | -2.66% | |
| 21 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.81% | -0.16% | — | |
| 22 | AXP | American Express Co | Stock-Financials | 0.77% | -0.01% | — | |
| 23 | DOV | Dover CORP | Stock-Industrials | 0.66% | +0.03% | — | |
| 24 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.57% | -0.13% | — | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.56% | +0.06% | — | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 0.53% | +0.02% | — | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | -0.35% | — | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.14% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.05% | -1.65% | |
| 30 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.46% | +0.03% | — | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | +0.01% | -0.29% | |
| 32 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.44% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | — | — | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.43% | — | — | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.39% | +0.02% | -2.52% | |
| 36 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.35% | -0.06% | — | |
| 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 | 0.27% | +0.03% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | +0.02% | — | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.25% | +0.03% | — | |
| 41 | GE | General Electric | Stock-Industrials | 0.25% | +0.01% | — | |
| 42 | URI | United Rentals Inc | Stock-Industrials | 0.24% | +0.10% | -0.38% | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.23% | -0.04% | — | |
| 44 | MS | Morgan Stanley | Stock-Financials | 0.21% | +0.04% | — | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.21% | -0.02% | — | |
| 46 | PCT | Purecycle Technologies Inc | Stock-Other | 0.21% | +0.04% | -0.25% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.20% | -0.10% | — | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | +0.04% | -3.40% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.18% | -0.02% | — | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.17% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | -0.41% | Trim |
| 2 | NVDA | Nvidia CORP | +1% | — | Add |
| 3 | ORCL | Oracle CORP | +0.7% | — | Unchanged |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | -0.24% | Trim |
| 5 | BA | Boeing Co/the | +0.2% | -0.34% | Trim |
| 6 | LHX | L3harris Technologies Inc | +0.1% | — | Unchanged |
| 7 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 8 | NSC | Norfolk Southern CORP | +0.1% | -0.47% | Trim |
| 9 | EMR | Emerson Electric Co | +0.1% | -0.21% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | — | Trim |
| 11 | PCT | Purecycle Technologies Inc | +0.1% | -0.25% | Trim |
| 12 | AXP | American Express Co | +0.1% | — | Unchanged |
| 13 | BABA | Alibaba Group Holding-sp Adr | +0.1% | — | Unchanged |
| 14 | GE | General Electric | +0.1% | — | Unchanged |
| 15 | URI | United Rentals Inc | +0.1% | -0.38% | Trim |
| 16 | DIS | Walt Disney Co/the | +0.1% | — | Unchanged |
| 17 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | — | Trim |
| 19 | MS | Morgan Stanley | 0% | — | Unchanged |
| 20 | JEPQ | JPM Nasdaq Equity Premium | 0% | +79.29% | Add |
| 21 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 22 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 23 | JNJ | Johnson & Johnson | 0% | -0.31% | Trim |
| 24 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | — | Trim |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 27 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 28 | NKE | Nike Inc -cl B | — | — | Unchanged |
| 29 | HHH | Howard Hughes Holdings Inc | — | — | Trim |
| 30 | ABBV | Abbvie Inc | 0% | -0.47% | Trim |
| 31 | QCOM | Qualcomm Inc | 0% | -0.60% | Trim |
| 32 | KVUE | Kenvue Inc | -0.1% | — | Unchanged |
| 33 | KO | Coca-cola Co/the | -0.1% | -0.29% | Trim |
| 34 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 35 | DOV | Dover CORP | -0.1% | — | Unchanged |
| 36 | BMY | Bristol-myers Squibb Co | -0.1% | — | Unchanged |
| 37 | CL | Colgate-palmolive Co | -0.1% | — | Unchanged |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | -3.40% | Trim |
| 39 | MCD | Mcdonald's CORP | -0.2% | -0.58% | Trim |
| 40 | UPS | United Parcel Service-cl B | -0.2% | -2.52% | Trim |
| 41 | XOM | Exxon Mobil CORP | -0.2% | -0.17% | Trim |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | — | Unchanged |
| 43 | AMGN | Amgen Inc | -0.4% | -0.35% | Trim |
| 44 | AAPL | Apple Inc | -0.6% | -1.99% | Trim |
| 45 | PG | Procter & Gamble Co/the | -0.7% | -19.89% | Trim |
| 46 | WAT | Waters CORP | -1% | -0.40% | Trim |
| 47 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 48 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
| 49 | TLN | Talen Energy CORP | — | NEW | New buy |
| 50 | SLB | Slb LTD | — | EXIT | Sold out |
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 Q3 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 66.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
QQQ
市值: $229.9K
Top Position Liquidated / Trimmed
MDLZ
前期市值: $223.9K
During Q3 2025, Independent Investors Inc's top holdings by market value included AAPL (53.9%)、MSFT (5.4%)、JPM (3.5%). The largest single position, AAPL, represented 53.9% of total portfolio value.
In Q3 2025, Independent Investors Inc made 29 total portfolio adjustments, initiating 2 new buys, adding to 2 positions, trimming 23 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.