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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
-5.39%
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
$471M
AUM Growth
-$34M
Cap. Flow
-$1.55M
Cap. Flow %
-0.33%
Top 10 Hldgs %
76.32%
Holding
71
New
5
Increased
9
Reduced
12
Closed
1

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$756K
2
UBER icon
Uber
UBER
+$649K
3
AMZN icon
Amazon
AMZN
+$485K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$281K
5
HD icon
Home Depot
HD
+$237K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.22M
2
SEG
Seaport Entertainment Group
SEG
+$215K
3
AMGN icon
Amgen
AMGN
+$118K
4
PG icon
Procter & Gamble
PG
+$117K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$97.1K

Sector Composition

Rank Sector Weight
1 Technology 61.7%
2 Healthcare 11.47%
3 Industrials 8.01%
4 Financials 6.32%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPS icon
26
United Parcel Service
UPS
$88.9B
$2.71M 0.58%
24,650
-11
-0% -$1.31K
CL icon
27
Colgate-Palmolive
CL
$73.3B
$2.64M 0.56%
28,133
– –
KO icon
28
Coca-Cola
KO
$377B
$2.55M 0.54%
35,600
-625
-2% -$41.7K
HD icon
29
Home Depot
HD
$338B
$2.42M 0.51%
6,610
+608
+10% +$237K
HHH icon
30
Howard Hughes
HHH
$3.98B
$2.15M 0.46%
29,012
– –
LHX icon
31
L3Harris
LHX
$54.3B
$2.04M 0.43%
9,749
– –
NVS icon
32
Novartis
NVS
$287B
$2M 0.42%
17,900
– –
GS icon
33
Goldman Sachs
GS
$303B
$1.99M 0.42%
3,640
– –
NVDA icon
34
NVIDIA
NVDA
$5.45T
$1.94M 0.41%
17,865
+5,965
+50% +$756K
BMY icon
35
Bristol-Myers Squibb
BMY
$130B
$1.64M 0.35%
26,938
– –
GOOG icon
36
Alphabet (Google) Class C
GOOG
$4.2T
$1.63M 0.35%
10,430
-530
-5% -$97.1K
UNH icon
37
UnitedHealth
UNH
$361B
$1.58M 0.33%
3,010
-5
-0.2% -$2.56K
BABA icon
38
Alibaba
BABA
$297B
$1.34M 0.28%
10,100
– –
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.23T
$1.21M 0.26%
7,820
– –
IVV icon
40
iShares Core S&P 500 ETF
IVV
$908B
$1.18M 0.25%
2,096
+3
+0.1% +$1.77K
CVX icon
41
Chevron
CVX
$392B
$1.17M 0.25%
6,990
+800
+13% +$125K
SYK icon
42
Stryker
SYK
$130B
$1.12M 0.24%
3,000
– –
SPY icon
43
State Street SPDR S&P 500 ETF Trust
SPY
$813B
$1.1M 0.23%
1,972
-117
-6% -$68.8K
BAC icon
44
Bank of America
BAC
$451B
$1.04M 0.22%
24,880
– –
JEPI icon
45
JPMorgan Equity Premium Income ETF
JEPI
$46.3B
$952K 0.2%
16,665
+2,245
+16% +$131K
KVUE icon
46
Kenvue
KVUE
$36.9B
$940K 0.2%
39,219
– –
LOW icon
47
Lowe's Companies
LOW
$122B
$886K 0.19%
3,800
– –
GE icon
48
GE Aerospace
GE
$382B
$848K 0.18%
4,239
– –
URI icon
49
United Rentals
URI
$71.8B
$834K 0.18%
1,330
– –
MS icon
50
Morgan Stanley
MS
$342B
$815K 0.17%
6,983
-500
-7% -$64.4K
1
2
3

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SDWIA
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HW
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WP
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4WM
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DCM
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NDSI
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BB
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Independent Investors Inc's Q1 2025 Portfolio in Review

As of Q1 2025, Independent Investors Inc held 71 positions worth $471M, down 6.7% from $505M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Independent Investors Inc's Q1 2025 filing shows 5 new, 9 increased, 12 reduced and 1 closed positions. Its largest new stake was Uber: 9,015 shares worth $657K. The largest sale was Apple, an estimated $4.22M.

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

  • Independent Investors Inc's largest Q1 2025 buy was Uber: 9,015 shares worth $657K.
  • Independent Investors Inc added most to NVIDIA in Q1 2025, an estimated $756K increase.
  • Independent Investors Inc's biggest Q1 2025 reduction was Apple, cutting an estimated $4.22M.
  • Independent Investors Inc fully exited Seaport Entertainment Group in Q1 2025, selling an estimated $215K.
  • Independent Investors Inc's ten largest holdings make up 76% of its $471M portfolio in Q1 2025.
  • Independent Investors Inc opened 5 new positions and closed 1 in Q1 2025.
  • Independent Investors Inc's portfolio value fell 6.7% quarter-over-quarter to $471M.

Based on Independent Investors Inc's 13F filing for Q1 2025, filed 1 May 2025.