We are live on
!
Find out more
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
(-6.7%)
Cap. Flow
-$1.55M
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
76.32%
Holding
71
New
5
Increased
9
Reduced
12
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$756K |
| 2 |
Uber
UBER
|
+$649K |
| 3 |
Amazon
AMZN
|
+$485K |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$281K |
| 5 |
Home Depot
HD
|
+$237K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$4.22M |
| 2 |
SEG
Seaport Entertainment Group
SEG
|
+$215K |
| 3 |
Amgen
AMGN
|
+$118K |
| 4 |
Procter & Gamble
PG
|
+$117K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
51
Uber
UBER
$155B
| $657K | 0.14% |
+9,015
| New | +$649K |
|
52
IBM
IBM
$221B
| $584K | 0.12% |
2,350
| – | – |
|
53
PureCycle Technologies
PCT
$1.4B
| $572K | 0.12% |
82,625
| – | – |
|
54
Kinder Morgan
KMI
$73.1B
| $562K | 0.12% |
19,716
| – | – |
|
55
Cisco
CSCO
$440B
| $510K | 0.11% |
8,270
+2,770
| +50% | +$171K |
|
56
Visa
V
$680B
| $484K | 0.1% |
1,380
| – | – |
|
57
CrowdStrike
CRWD
$221B
| $465K | 0.1% |
5,280
+1,480
| +39% | +$141K |
|
|
58
Amazon
AMZN
$2.83T
| $425K | 0.09% |
+2,235
| New | +$485K |
|
59
Pfizer
PFE
$153B
| $337K | 0.07% |
13,290
| – | – |
|
60
Eaton
ETN
$175B
| $330K | 0.07% |
1,215
| – | – |
|
61
GE Vernova
GEV
$283B
| $314K | 0.07% |
1,027
| – | – |
|
62
Air Products & Chemicals
APD
$68.8B
| $294K | 0.06% |
996
| – | – |
|
63
iShares MSCI India ETF
INDA
$6.56B
| $289K | 0.06% |
5,620
+1,120
| +25% | +$56.4K |
|
|
64
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$42B
| $261K | 0.06% |
+5,045
| New | +$281K |
|
65
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
| $233K | 0.05% |
2,800
| – | – |
|
66
Merck
MRK
$335B
| $224K | 0.05% |
2,500
| – | – |
|
67
Mondelez International
MDLZ
$81.2B
| $224K | 0.05% |
+3,300
| New | +$203K |
|
68
Blackrock
BLK
$182B
| $213K | 0.05% |
225
| – | – |
|
69
SLB Ltd
SLB
$79.8B
| $201K | 0.04% |
+4,800
| New | +$197K |
|
70
Roundhill Ball Metaverse ETF
METV
$213M
| $135K | 0.03% |
10,000
| – | – |
|
|
SEG
71
Seaport Entertainment Group
SEG
$355M
| – | – |
-7,680
| Closed | -$215K |
|
Similar funds
SCA
SDWIA
HW
WP
4WM
DCM
NDSI
BB
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.