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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
+16.12%
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
$520M
AUM Growth
+$60.5M
Cap. Flow
-$6.55M
Cap. Flow %
-1.26%
Top 10 Hldgs %
75.27%
Holding
70
New
3
Increased
1
Reduced
23
Closed
–

Top Buys

Rank Stock Value
1
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$222K
2
QQQ icon
Invesco QQQ Trust
QQQ
+$219K
3
MRK icon
Merck
MRK
+$206K
4
TLN
Talen Energy Corp
TLN
+$181K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.04M
2
PG icon
Procter & Gamble
PG
+$1.63M
3
ABT icon
Abbott
ABT
+$126K
4
MSFT icon
Microsoft
MSFT
+$114K
5
UPS icon
United Parcel Service
UPS
+$56.3K

Sector Composition

Rank Sector Weight
1 Technology 63.97%
2 Healthcare 9.77%
3 Industrials 8.28%
4 Financials 6.84%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
26
Union Pacific
UNP
$174B
$2.75M 0.53%
11,640
– –
PEP icon
27
PepsiCo
PEP
$189B
$2.73M 0.53%
19,463
– –
COST icon
28
Costco
COST
$419B
$2.68M 0.51%
2,890
– –
HD icon
29
Home Depot
HD
$353B
$2.51M 0.48%
6,206
-104
-2% -$40.9K
HHH icon
30
Howard Hughes
HHH
$4B
$2.38M 0.46%
28,937
– –
KO icon
31
Coca-Cola
KO
$372B
$2.35M 0.45%
35,496
-104
-0.3% -$7.16K
NVS icon
32
Novartis
NVS
$294B
$2.3M 0.44%
17,900
– –
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.19T
$2.27M 0.44%
9,300
– –
CL icon
34
Colgate-Palmolive
CL
$73.6B
$2.25M 0.43%
28,133
– –
UPS icon
35
United Parcel Service
UPS
$88.8B
$2.01M 0.39%
24,028
-622
-3% -$56.3K
BABA icon
36
Alibaba
BABA
$306B
$1.81M 0.35%
10,100
– –
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$4.2T
$1.59M 0.31%
6,520
– –
IVV icon
38
iShares Core S&P 500 ETF
IVV
$902B
$1.39M 0.27%
2,076
– –
SPY icon
39
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$1.31M 0.25%
1,972
– –
BAC icon
40
Bank of America
BAC
$448B
$1.28M 0.25%
24,880
– –
GE icon
41
GE Aerospace
GE
$382B
$1.28M 0.25%
4,239
– –
URI icon
42
United Rentals
URI
$71.2B
$1.26M 0.24%
1,325
-5
-0.4% -$4.46K
BMY icon
43
Bristol-Myers Squibb
BMY
$130B
$1.21M 0.23%
26,938
– –
MS icon
44
Morgan Stanley
MS
$338B
$1.11M 0.21%
6,983
– –
SYK icon
45
Stryker
SYK
$134B
$1.11M 0.21%
3,000
– –
PCT icon
46
PureCycle Technologies
PCT
$1.54B
$1.08M 0.21%
82,417
-208
-0.3% -$2.89K
CVX icon
47
Chevron
CVX
$386B
$1.06M 0.2%
6,840
– –
UNH icon
48
UnitedHealth
UNH
$361B
$982K 0.19%
2,845
-100
-3% -$30.2K
LOW icon
49
Lowe's Companies
LOW
$124B
$955K 0.18%
3,800
– –
UBER icon
50
Uber
UBER
$160B
$883K 0.17%
9,015
– –
1
2
3

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ETS
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CM
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SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
SC
Stempoint Capital New York $522M AUM 281.95% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
CFM
Crawford Fund Management Boston, Massachusetts $520M AUM 14.79% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
WPP
Whalerock Point Partners Providence, Rhode Island $518M AUM 25.26% 1-Year Est. Return

Independent Investors Inc's Q3 2025 Portfolio in Review

As of Q3 2025, Independent Investors Inc held 70 positions worth $520M, up 13% from $459M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.3%. Independent Investors Inc opened 3 new positions and made no exits, leaving the 70-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 64% of assets, up from 61% a quarter earlier, followed by Healthcare and Industrials.

  • Independent Investors Inc's largest Q3 2025 buy was Invesco QQQ Trust: 383 shares worth $230K.
  • Independent Investors Inc added most to JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025, an estimated $222K increase.
  • Independent Investors Inc's biggest Q3 2025 reduction was Apple, cutting an estimated $5.04M.
  • Independent Investors Inc's ten largest holdings make up 75% of its $520M portfolio in Q3 2025.
  • Independent Investors Inc opened 3 new positions and closed 0 in Q3 2025.
  • Independent Investors Inc's portfolio value rose 13% quarter-over-quarter to $520M.

Based on Independent Investors Inc's 13F filing for Q3 2025, filed 30 Oct 2025.