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III

Independent Investors Inc Portfolio holdings

AUM $524M
1-Year Est. Return 29.67%
This Fund
S&P 500
This Quarter Est. Return
+11.35%
1 Year Est. Return
+29.67%
3 Year Est. Return
+61.61%
5 Year Est. Return
+107.04%
10 Year Est. Return
+528.03%
AUM
$524M
AUM Growth
+$20M
Cap. Flow
-$31.4M
Cap. Flow %
-6%
Top 10 Hldgs %
77.08%
Holding
74
New
4
Increased
–
Reduced
43
Closed
1
Avg Time Held
35.3 quarters
Top 10 Avg Time Held
25.8 quarters
Top 20 Avg Time Held
36.2 quarters

Top Buys

Rank Stock Value
1
HONA
Honeywell Aerospace
HONA
+$1.19M
2
PSUS
Pershing Square USA
PSUS
+$799K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$215K
4
SEG
Seaport Entertainment Group
SEG
+$178K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$15.2M
2
HON icon
Honeywell
HON
+$4.72M
3
WAT icon
Waters Corp
WAT
+$1.88M
4
PEP icon
PepsiCo
PEP
+$1.49M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.11M

Sector Composition

Rank Sector Weight
1 Technology 64.57%
2 Healthcare 10.62%
3 Industrials 8.11%
4 Financials 6.59%
5 Consumer Staples 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
NVS icon
26
Novartis
NVS
$268B
$2.81M 0.54%
17,900
– –
2013 Q2
52 quarters
GOOG icon
27
Alphabet (Google) Class C
GOOG
$4.21T
$2.75M 0.53%
7,790
-1,500
-16% -$536K
2013 Q2
52 quarters
UPS icon
28
United Parcel Service
UPS
$79.2B
$2.58M 0.49%
24,028
– –
2013 Q2
52 quarters
ABT icon
29
Abbott
ABT
$173B
$2.53M 0.48%
27,840
-6,550
-19% -$598K
2013 Q2
52 quarters
NKE icon
30
Nike
NKE
$50.4B
$2.46M 0.47%
60,000
– –
2013 Q2
52 quarters
CL icon
31
Colgate-Palmolive
CL
$68.7B
$2.46M 0.47%
26,833
-1,200
-4% -$105K
2013 Q2
52 quarters
COST icon
32
Costco
COST
$409B
$2.26M 0.43%
2,415
-450
-16% -$448K
2013 Q2
52 quarters
HHH icon
33
Howard Hughes
HHH
$4.28B
$2.05M 0.39%
28,637
– –
2013 Q2
52 quarters
HD icon
34
Home Depot
HD
$281B
$1.77M 0.34%
5,016
-985
-16% -$320K
2013 Q2
52 quarters
GOOGL icon
35
Alphabet (Google) Class A
GOOGL
$4.24T
$1.58M 0.3%
4,420
-1,500
-25% -$540K
2016 Q1
41 quarters
IVV icon
36
iShares Core S&P 500 ETF
IVV
$894B
$1.58M 0.3%
2,106
– –
2023 Q3
11 quarters
URI icon
37
United Rentals
URI
$66.9B
$1.5M 0.29%
1,325
– –
2018 Q3
31 quarters
BMY icon
38
Bristol-Myers Squibb
BMY
$120B
$1.47M 0.28%
25,438
-1,000
-4% -$57.4K
2013 Q2
52 quarters
SPY icon
39
State Street SPDR S&P 500 ETF Trust
SPY
$829B
$1.44M 0.27%
1,922
-50
-3% -$36.3K
2020 Q4
22 quarters
BAC icon
40
Bank of America
BAC
$378B
$1.4M 0.27%
24,580
– –
2013 Q2
52 quarters
MS icon
41
Morgan Stanley
MS
$299B
$1.37M 0.26%
6,533
-250
-4% -$49.5K
2019 Q3
27 quarters
GE icon
42
GE Aerospace
GE
$318B
$1.25M 0.24%
3,342
-772
-19% -$242K
2013 Q2
52 quarters
HONA
43
Honeywell Aerospace
HONA
$49.4B
$1.19M 0.23%
+5,373
New +$1.19M
2026 Q2
0 quarters
PEP icon
44
PepsiCo
PEP
$171B
$1.12M 0.21%
8,263
-9,950
-55% -$1.49M
2013 Q2
52 quarters
GEV icon
45
GE Vernova
GEV
$264B
$1.07M 0.2%
907
-89
-9% -$90.8K
2024 Q3
7 quarters
BABA icon
46
Alibaba
BABA
$276B
$969K 0.19%
10,100
– –
2020 Q4
22 quarters
CRWD icon
47
CrowdStrike
CRWD
$279B
$950K 0.18%
4,980
-100
-2% -$14.2K
2023 Q4
10 quarters
SYK icon
48
Stryker
SYK
$109B
$945K 0.18%
3,000
– –
2013 Q2
52 quarters
UNH icon
49
UnitedHealth
UNH
$340B
$927K 0.18%
2,230
-350
-14% -$130K
2020 Q3
23 quarters
CVX icon
50
Chevron
CVX
$405B
$902K 0.17%
5,440
-1,150
-17% -$214K
2013 Q2
52 quarters
1
2
3

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HW
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4WM
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Independent Investors Inc's Q2 2026 Portfolio in Review

As of Q2 2026, Independent Investors Inc held 74 positions worth $524M, up 4% from $504M the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Independent Investors Inc withdrew a net $31.4M in Q2 2026, closing 1 position and reducing 43 holdings. Its most notable exit was Kenvue, an estimated $659K position sold in full.

By sector, the portfolio is most concentrated in Technology at 65% of assets, up from 62% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Independent Investors Inc opened a new position in Honeywell Aerospace worth $1.19M.

  • Independent Investors Inc's largest Q2 2026 buy was Honeywell Aerospace: 5,373 shares worth $1.19M.
  • Independent Investors Inc's biggest Q2 2026 reduction was Apple, cutting an estimated $15.2M.
  • Independent Investors Inc fully exited Kenvue in Q2 2026, selling an estimated $659K.
  • Independent Investors Inc's ten largest holdings make up 77% of its $524M portfolio in Q2 2026.
  • Independent Investors Inc opened 4 new positions and closed 1 in Q2 2026.
  • Independent Investors Inc's portfolio value rose 4% quarter-over-quarter to $524M.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.