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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

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
GS icon
26
Goldman Sachs
GS
$303B
$2.58M 0.56%
3,640
– –
PEP icon
27
PepsiCo
PEP
$192B
$2.57M 0.56%
19,463
– –
CL icon
28
Colgate-Palmolive
CL
$73.3B
$2.56M 0.56%
28,133
– –
KO icon
29
Coca-Cola
KO
$377B
$2.52M 0.55%
35,600
– –
UPS icon
30
United Parcel Service
UPS
$88.9B
$2.49M 0.54%
24,650
– –
LHX icon
31
L3Harris
LHX
$54.3B
$2.45M 0.53%
9,749
– –
HD icon
32
Home Depot
HD
$338B
$2.31M 0.5%
6,310
-300
-5% -$109K
NVS icon
33
Novartis
NVS
$287B
$2.17M 0.47%
17,900
– –
HHH icon
34
Howard Hughes
HHH
$3.98B
$1.95M 0.43%
28,937
-75
-0.3% -$5.12K
GOOG icon
35
Alphabet (Google) Class C
GOOG
$4.2T
$1.65M 0.36%
9,300
-1,130
-11% -$187K
IVV icon
36
iShares Core S&P 500 ETF
IVV
$908B
$1.29M 0.28%
2,076
-20
-1% -$11.5K
BMY icon
37
Bristol-Myers Squibb
BMY
$130B
$1.25M 0.27%
26,938
– –
SPY icon
38
State Street SPDR S&P 500 ETF Trust
SPY
$813B
$1.22M 0.27%
1,972
– –
SYK icon
39
Stryker
SYK
$130B
$1.19M 0.26%
3,000
– –
BAC icon
40
Bank of America
BAC
$451B
$1.18M 0.26%
24,880
– –
GOOGL icon
41
Alphabet (Google) Class A
GOOGL
$4.23T
$1.15M 0.25%
6,520
-1,300
-17% -$213K
BABA icon
42
Alibaba
BABA
$297B
$1.15M 0.25%
10,100
– –
PCT icon
43
PureCycle Technologies
PCT
$1.4B
$1.13M 0.25%
82,625
– –
GE icon
44
GE Aerospace
GE
$382B
$1.09M 0.24%
4,239
– –
URI icon
45
United Rentals
URI
$71.8B
$1M 0.22%
1,330
– –
MS icon
46
Morgan Stanley
MS
$342B
$984K 0.21%
6,983
– –
CVX icon
47
Chevron
CVX
$392B
$979K 0.21%
6,840
-150
-2% -$21.1K
UNH icon
48
UnitedHealth
UNH
$361B
$919K 0.2%
2,945
-65
-2% -$24.8K
JEPI icon
49
JPMorgan Equity Premium Income ETF
JEPI
$46.3B
$871K 0.19%
15,315
-1,350
-8% -$74.8K
LOW icon
50
Lowe's Companies
LOW
$122B
$843K 0.18%
3,800
– –
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 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.