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CIK: 0001121908
Total reported value
$523.6M
$523.6M
70 檔
64.7%
In Q1 2026, Independent Investors Inc's U.S. equity holdings reached a combined market value of $523.6M, distributed across 70 disclosed stock positions.
In Q1 2026, Independent Investors Inc adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JNJ) accounted for 64.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
SLB
市值: $227.4K
Top Position Liquidated / Trimmed
BLK
前期市值: $240.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 54.48% | +2.33% | -1.09% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.99% | -0.28% | — | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.45% | -0.04% | -0.55% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.26% | +0.13% | -1.76% | |
| 5 | AMGN | Amgen Inc | Stock-Healthcare | 2.06% | -0.04% | -0.59% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.06% | -0.53% | -1.29% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 1.93% | +0.01% | -1.11% | |
| 8 | HON | Honeywell International Inc | Stock-Industrials | 1.86% | -0.99% | -1.83% | |
| 9 | WAT | Waters CORP | Stock-Healthcare | 1.55% | -0.07% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | -0.22% | -1.65% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.12% | — | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 1.27% | +0.07% | — | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 1.20% | +0.02% | — | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.16% | -3.62% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.06% | -0.20% | -3.25% | |
| 16 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.00% | +0.02% | — | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 0.88% | +0.31% | — | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.87% | -0.03% | — | |
| 19 | DOV | Dover CORP | Stock-Industrials | 0.84% | +0.03% | -0.97% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.84% | -0.04% | -3.03% | |
| 21 | AXP | American Express Co | Stock-Financials | 0.72% | -0.01% | — | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | -0.22% | -1.43% | |
| 23 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.67% | -0.13% | — | |
| 24 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.63% | -0.16% | — | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.61% | +0.06% | — | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.14% | -0.87% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.35% | -6.42% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | +0.02% | — | |
| 29 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.54% | — | — | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | +0.01% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | — | — | |
| 32 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.47% | — | — | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.47% | +0.02% | — | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.05% | -3.61% | |
| 35 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.36% | +0.03% | -1.04% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | -0.04% | -9.20% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.32% | -0.04% | -1.86% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.03% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.27% | -0.10% | -3.65% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | +0.02% | — | |
| 41 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.25% | -0.06% | — | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.24% | +0.03% | -1.21% | |
| 43 | GE | General Electric | Stock-Industrials | 0.23% | +0.01% | -2.95% | |
| 44 | MS | Morgan Stanley | Stock-Financials | 0.22% | +0.04% | -2.86% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.20% | -0.02% | — | |
| 46 | URI | United Rentals Inc | Stock-Industrials | 0.19% | +0.10% | — | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.18% | -0.02% | — | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.17% | +0.03% | -3.02% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.17% | -0.02% | — | |
| 50 | SOLS | Solstice Adv Materials Inc | Stock-Materials | 0.16% | +0.01% | -2.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.7% | -0.55% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.7% | -1.29% | Trim |
| 3 | HON | Honeywell International Inc | +0.3% | -1.83% | Trim |
| 4 | AMGN | Amgen Inc | +0.3% | -0.59% | Trim |
| 5 | LHX | L3harris Technologies Inc | +0.1% | — | Unchanged |
| 6 | COST | Costco Wholesale CORP | +0.1% | -0.87% | Trim |
| 7 | DOV | Dover CORP | +0.1% | -0.97% | Trim |
| 8 | CVX | Chevron CORP | +0.1% | -3.65% | Trim |
| 9 | NVS | Novartis Ag-sponsored Adr | +0.1% | — | Unchanged |
| 10 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 11 | SOLS | Solstice Adv Materials Inc | +0.1% | -2.35% | Trim |
| 12 | CL | Colgate-palmolive Co | +0.1% | — | Unchanged |
| 13 | UNP | Union Pacific CORP | +0.1% | — | Unchanged |
| 14 | MCD | Mcdonald's CORP | +0.1% | -3.25% | Trim |
| 15 | EMR | Emerson Electric Co | +0.1% | — | Unchanged |
| 16 | NSC | Norfolk Southern CORP | +0.1% | — | Unchanged |
| 17 | GEV | GE Vernova Inc | +0.1% | -3.02% | Trim |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | -1.86% | Trim |
| 19 | PG | Procter & Gamble Co/the | 0% | -3.62% | Trim |
| 20 | PEP | Pepsico Inc | 0% | -6.42% | Trim |
| 21 | UPS | United Parcel Service-cl B | 0% | — | Unchanged |
| 22 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 23 | KMI | Kinder Morgan, Inc. | 0% | -2.62% | Trim |
| 24 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 25 | ABBV | Abbvie Inc | 0% | -1.11% | Trim |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.65% | Trim |
| 27 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 28 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 29 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | — | Unchanged |
| 31 | JEPI | Jpmorgan Equity Premium Inco | 0% | — | Unchanged |
| 32 | NVDA | Nvidia CORP | — | — | Unchanged |
| 33 | SYK | Stryker CORP | — | — | Unchanged |
| 34 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 36 | METV | Roundhill Ball Metaverse ETF | — | — | Unchanged |
| 37 | CSCO | Cisco Systems Inc | — | -4.84% | Trim |
| 38 | JEPQ | JPM Nasdaq Equity Premium | — | — | Unchanged |
| 39 | KVUE | Kenvue Inc | — | -2.47% | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 41 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 42 | BAC | Bank Of America CORP | 0% | -1.21% | Trim |
| 43 | HD | Home Depot Inc | 0% | -3.61% | Trim |
| 44 | GE | General Electric | 0% | -2.95% | Trim |
| 45 | MS | Morgan Stanley | 0% | -2.86% | Trim |
| 46 | URI | United Rentals Inc | 0% | — | Unchanged |
| 47 | UBER | Uber Technologies Inc | 0% | -0.82% | Trim |
| 48 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 49 | BA | Boeing Co/the | 0% | — | Unchanged |
| 50 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
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 2026.
During Q1 2026, Independent Investors Inc's top holdings by market value included AAPL (54.5%)、MSFT (4.0%)、JNJ (3.5%). The largest single position, AAPL, represented 54.5% of total portfolio value.
In Q1 2026, Independent Investors Inc made 37 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 34 holdings, and fully liquidating 1 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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