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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

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
SOLS
51
Solstice Advanced Materials
SOLS
$9.95B
$897K 0.17%
10,129
-200
-2% -$16.5K
LOW icon
52
Lowe's Companies
LOW
$122B
$838K 0.16%
3,800
– –
JEPI icon
53
JPMorgan Equity Premium Income ETF
JEPI
$46.3B
$805K 0.15%
14,251
-960
-6% -$54.2K
PSUS
54
Pershing Square USA
PSUS
$748K 0.14%
+20,000
New +$799K
CSCO icon
55
Cisco
CSCO
$440B
$724K 0.14%
6,160
-1,710
-22% -$179K
IBM icon
56
IBM
IBM
$221B
$661K 0.13%
2,350
– –
PCT icon
57
PureCycle Technologies
PCT
$1.4B
$653K 0.12%
80,567
– –
UBER icon
58
Uber
UBER
$155B
$641K 0.12%
8,880
-160
-2% -$11.7K
KMI icon
59
Kinder Morgan
KMI
$73.1B
$595K 0.11%
18,616
– –
AMZN icon
60
Amazon
AMZN
$2.83T
$574K 0.11%
2,410
-55
-2% -$13.8K
JEPQ icon
61
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$42B
$517K 0.1%
8,410
-710
-8% -$42.1K
ETN icon
62
Eaton
ETN
$175B
$511K 0.1%
1,200
– –
V icon
63
Visa
V
$680B
$473K 0.09%
1,380
– –
IJK icon
64
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
$329K 0.06%
2,800
– –
MRK icon
65
Merck
MRK
$335B
$321K 0.06%
2,500
– –
QQQ icon
66
Invesco QQQ Trust
QQQ
$486B
$282K 0.05%
383
– –
PFE icon
67
Pfizer
PFE
$153B
$281K 0.05%
11,650
-600
-5% -$15.7K
APD icon
68
Air Products & Chemicals
APD
$68.8B
$219K 0.04%
746
– –
VWO icon
69
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$218K 0.04%
+3,650
New +$215K
INDA icon
70
iShares MSCI India ETF
INDA
$6.56B
$208K 0.04%
4,210
-410
-9% -$20K
SLB icon
71
SLB Ltd
SLB
$79.8B
$206K 0.04%
4,425
– –
SEG
72
Seaport Entertainment Group
SEG
$355M
$202K 0.04%
+7,584
New +$178K
METV icon
73
Roundhill Ball Metaverse ETF
METV
$213M
$185K 0.04%
10,000
– –
KVUE icon
74
Kenvue
KVUE
$36.9B
– –
-38,249
Closed -$659K
1 2
3

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SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return

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.