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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
+1.42%
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
$459M
AUM Growth
-$12.2M
Cap. Flow
-$7.64M
Cap. Flow %
-1.66%
Top 10 Hldgs %
73.27%
Holding
70
New
–
Increased
1
Reduced
16
Closed
3
Avg Time Held
35.4 quarters
Top 10 Avg Time Held
30.4 quarters
Top 20 Avg Time Held
33.7 quarters

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.59M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.63M
2
WAT icon
Waters Corp
WAT
+$1.89M
3
MRK icon
Merck
MRK
+$224K
4
MDLZ icon
Mondelez International
MDLZ
+$224K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$213K

Sector Composition

Rank Sector Weight
1 Technology 60.63%
2 Healthcare 10.36%
3 Industrials 9.34%
4 Financials 7.22%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
GS icon
26
Goldman Sachs
GS
$260B
$2.58M 0.56%
3,640
– –
2013 Q2
48 quarters
PEP icon
27
PepsiCo
PEP
$171B
$2.57M 0.56%
19,463
– –
2013 Q2
48 quarters
CL icon
28
Colgate-Palmolive
CL
$68.7B
$2.56M 0.56%
28,133
– –
2013 Q2
48 quarters
KO icon
29
Coca-Cola
KO
$372B
$2.52M 0.55%
35,600
– –
2013 Q2
48 quarters
UPS icon
30
United Parcel Service
UPS
$79.2B
$2.49M 0.54%
24,650
– –
2013 Q2
48 quarters
LHX icon
31
L3Harris
LHX
$44.1B
$2.45M 0.53%
9,749
– –
2020 Q3
19 quarters
HD icon
32
Home Depot
HD
$281B
$2.31M 0.5%
6,310
-300
-5% -$109K
2013 Q2
48 quarters
NVS icon
33
Novartis
NVS
$268B
$2.17M 0.47%
17,900
– –
2013 Q2
48 quarters
HHH icon
34
Howard Hughes
HHH
$4.28B
$1.95M 0.43%
28,937
-75
-0.3% -$5.12K
2013 Q2
48 quarters
GOOG icon
35
Alphabet (Google) Class C
GOOG
$4.21T
$1.65M 0.36%
9,300
-1,130
-11% -$187K
2013 Q2
48 quarters
IVV icon
36
iShares Core S&P 500 ETF
IVV
$894B
$1.29M 0.28%
2,076
-20
-1% -$11.5K
2023 Q3
7 quarters
BMY icon
37
Bristol-Myers Squibb
BMY
$120B
$1.25M 0.27%
26,938
– –
2013 Q2
48 quarters
SPY icon
38
State Street SPDR S&P 500 ETF Trust
SPY
$829B
$1.22M 0.27%
1,972
– –
2020 Q4
18 quarters
SYK icon
39
Stryker
SYK
$109B
$1.19M 0.26%
3,000
– –
2013 Q2
48 quarters
BAC icon
40
Bank of America
BAC
$378B
$1.18M 0.26%
24,880
– –
2013 Q2
48 quarters
GOOGL icon
41
Alphabet (Google) Class A
GOOGL
$4.24T
$1.15M 0.25%
6,520
-1,300
-17% -$213K
2016 Q1
37 quarters
BABA icon
42
Alibaba
BABA
$276B
$1.15M 0.25%
10,100
– –
2020 Q4
18 quarters
PCT icon
43
PureCycle Technologies
PCT
$822M
$1.13M 0.25%
82,625
– –
2021 Q1
17 quarters
GE icon
44
GE Aerospace
GE
$318B
$1.09M 0.24%
4,239
– –
2013 Q2
48 quarters
URI icon
45
United Rentals
URI
$66.9B
$1M 0.22%
1,330
– –
2018 Q3
27 quarters
MS icon
46
Morgan Stanley
MS
$299B
$984K 0.21%
6,983
– –
2019 Q3
23 quarters
CVX icon
47
Chevron
CVX
$405B
$979K 0.21%
6,840
-150
-2% -$21.1K
2013 Q2
48 quarters
UNH icon
48
UnitedHealth
UNH
$340B
$919K 0.2%
2,945
-65
-2% -$24.8K
2020 Q3
19 quarters
JEPI icon
49
JPMorgan Equity Premium Income ETF
JEPI
$45.4B
$871K 0.19%
15,315
-1,350
-8% -$74.8K
2022 Q4
10 quarters
LOW icon
50
Lowe's Companies
LOW
$101B
$843K 0.18%
3,800
– –
2013 Q2
48 quarters
1
2
3

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Independent Investors Inc's Q2 2025 Portfolio in Review

As of Q2 2025, Independent Investors Inc held 70 positions worth $459M, down 2.6% from $471M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 4.3%. Independent Investors Inc opened no new positions and exited 3, leaving the 70-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 61% of assets, down from 62% a quarter earlier, followed by Healthcare and Industrials.

  • Independent Investors Inc added most to NVIDIA in Q2 2025, an estimated $2.59M increase.
  • Independent Investors Inc's biggest Q2 2025 reduction was Apple, cutting an estimated $6.63M.
  • Independent Investors Inc fully exited Merck in Q2 2025, selling an estimated $224K.
  • Independent Investors Inc's ten largest holdings make up 73% of its $459M portfolio in Q2 2025.
  • Independent Investors Inc opened 0 new positions and closed 3 in Q2 2025.
  • Independent Investors Inc's portfolio value fell 2.6% quarter-over-quarter to $459M.

Based on Independent Investors Inc's 13F filing for Q2 2025, filed 18 Jul 2025.