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CIK: 0001121908
Total reported value
$523.6M
$523.6M
69 檔
70.1%
The Q4 2025 SEC filing reveals that Independent Investors Inc held a total portfolio value of $523.6M, covering 69 public equity positions.
In Q4 2025, Independent Investors Inc adopted a defensive or profit-taking posture, trimming 6 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 | 55.22% | +2.33% | -0.68% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.88% | -0.28% | — | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.40% | +0.13% | +0.01% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.75% | -0.04% | — | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 1.92% | +0.01% | — | |
| 6 | WAT | Waters CORP | Stock-Healthcare | 1.85% | -0.07% | — | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 1.80% | -0.04% | — | |
| 8 | HON | Honeywell International Inc | Stock-Industrials | 1.53% | -0.99% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.41% | -0.22% | — | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.38% | -0.53% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.12% | +0.26% | |
| 12 | BA | Boeing Co/the | Stock-Industrials | 1.22% | +0.02% | — | |
| 13 | EMR | Emerson Electric Co | Stock-Industrials | 1.21% | +0.07% | — | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.11% | -0.16% | -0.79% | |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 1.09% | +0.31% | — | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.08% | -0.03% | — | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.00% | -0.20% | — | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.96% | -0.04% | — | |
| 19 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.94% | +0.02% | — | |
| 20 | AXP | American Express Co | Stock-Financials | 0.82% | -0.01% | — | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 0.81% | -0.22% | -0.57% | |
| 22 | DOV | Dover CORP | Stock-Industrials | 0.75% | +0.03% | — | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.71% | -0.16% | — | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.59% | +0.06% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | — | -0.11% | |
| 26 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.53% | -0.13% | — | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | -0.35% | — | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | +0.02% | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.14% | — | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | +0.01% | — | |
| 31 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.46% | — | — | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.44% | +0.02% | — | |
| 33 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.43% | +0.03% | — | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.41% | — | -0.36% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.05% | +0.32% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | -0.04% | — | |
| 37 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.28% | -0.06% | — | |
| 38 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.27% | -0.04% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.03% | +1.45% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.25% | +0.03% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | +0.02% | — | |
| 42 | GE | General Electric | Stock-Industrials | 0.24% | +0.01% | — | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.23% | +0.04% | — | |
| 44 | URI | United Rentals Inc | Stock-Industrials | 0.20% | +0.10% | — | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.20% | -0.02% | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.10% | — | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.17% | +0.04% | — | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.17% | -0.02% | — | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.16% | -0.02% | — | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.14% | -0.01% | +1.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.3% | -0.68% | Trim |
| 2 | WAT | Waters CORP | +0.3% | — | Unchanged |
| 3 | JNJ | Johnson & Johnson | +0.2% | — | Unchanged |
| 4 | AMGN | Amgen Inc | +0.2% | — | Unchanged |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | -0.11% | Trim |
| 6 | DOV | Dover CORP | +0.1% | — | Unchanged |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 8 | AXP | American Express Co | +0.1% | — | Unchanged |
| 9 | UPS | United Parcel Service-cl B | +0.1% | — | Unchanged |
| 10 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 11 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 12 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 13 | AMZN | Amazon.com Inc | 0% | +23.94% | Add |
| 14 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 15 | MS | Morgan Stanley | 0% | — | Unchanged |
| 16 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 17 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 18 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 19 | KVUE | Kenvue Inc | 0% | — | Unchanged |
| 20 | BAC | Bank Of America CORP | — | — | Unchanged |
| 21 | IVV | Ishares Core S&p 500 ETF | — | +1.45% | Add |
| 22 | GEV | GE Vernova Inc | — | — | Unchanged |
| 23 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 24 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 25 | SYK | Stryker CORP | 0% | — | Unchanged |
| 26 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 27 | ETN | Eaton Corporation plc | 0% | -1.23% | Trim |
| 28 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 29 | UBER | Uber Technologies Inc | 0% | +1.11% | Add |
| 30 | HHH | Howard Hughes Holdings Inc | 0% | — | Unchanged |
| 31 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 32 | URI | United Rentals Inc | 0% | — | Unchanged |
| 33 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 34 | BA | Boeing Co/the | 0% | — | Unchanged |
| 35 | JPM | Jpmorgan Chase & Co | -0.1% | +0.01% | Add |
| 36 | COST | Costco Wholesale CORP | -0.1% | — | Unchanged |
| 37 | BABA | Alibaba Group Holding-sp Adr | -0.1% | — | Unchanged |
| 38 | NSC | Norfolk Southern CORP | -0.1% | — | Unchanged |
| 39 | PCT | Purecycle Technologies Inc | -0.1% | -1.88% | Trim |
| 40 | HD | Home Depot Inc | -0.1% | +0.32% | Add |
| 41 | ABT | Abbott Laboratories | -0.1% | -0.57% | Trim |
| 42 | ABBV | Abbvie Inc | -0.1% | — | Unchanged |
| 43 | NKE | Nike Inc -cl B | -0.1% | — | Unchanged |
| 44 | PG | Procter & Gamble Co/the | -0.1% | -0.79% | Trim |
| 45 | HON | Honeywell International Inc | -0.2% | — | Unchanged |
| 46 | MSFT | Microsoft CORP | -0.5% | — | Unchanged |
| 47 | ORCL | Oracle CORP | -0.5% | — | Unchanged |
| 48 | SOLS | Solstice Adv Materials Inc | — | NEW | New buy |
| 49 | TLN | Talen Energy CORP | — | EXIT | Sold out |
| 50 | APD | Air Products & Chemicals Inc | — | 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 69 disclosed positions in Q4 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 70.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
SOLS
市值: $513.9K
Top Position Liquidated / Trimmed
TLN
前期市值: $212.7K
During Q4 2025, Independent Investors Inc's top holdings by market value included AAPL (55.2%)、MSFT (4.9%)、JPM (3.4%). The largest single position, AAPL, represented 55.2% of total portfolio value.
In Q4 2025, Independent Investors Inc made 14 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 6 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.
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