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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
UBER icon
51
Uber
UBER
$142B
$841K 0.18%
9,015
– –
2025 Q1
1 quarter
KVUE icon
52
Kenvue
KVUE
$33.4B
$821K 0.18%
39,219
– –
2023 Q3
7 quarters
IBM icon
53
IBM
IBM
$209B
$693K 0.15%
2,350
– –
2013 Q2
48 quarters
CRWD icon
54
CrowdStrike
CRWD
$279B
$672K 0.15%
5,280
– –
2023 Q4
6 quarters
CSCO icon
55
Cisco
CSCO
$445B
$574K 0.13%
8,270
– –
2013 Q2
48 quarters
KMI icon
56
Kinder Morgan
KMI
$69.9B
$565K 0.12%
19,216
-500
-3% -$13.7K
2019 Q2
24 quarters
GEV icon
57
GE Vernova
GEV
$264B
$543K 0.12%
1,027
– –
2024 Q3
3 quarters
AMZN icon
58
Amazon
AMZN
$2.71T
$490K 0.11%
2,235
– –
2025 Q1
1 quarter
V icon
59
Visa
V
$694B
$490K 0.11%
1,380
– –
2019 Q4
22 quarters
ETN icon
60
Eaton
ETN
$168B
$434K 0.09%
1,215
– –
2023 Q1
9 quarters
INDA icon
61
iShares MSCI India ETF
INDA
$5.8B
$313K 0.07%
5,620
– –
2024 Q2
4 quarters
PFE icon
62
Pfizer
PFE
$156B
$297K 0.06%
12,250
-1,040
-8% -$24.3K
2013 Q2
48 quarters
JEPQ icon
63
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$44.5B
$274K 0.06%
5,045
– –
2025 Q1
1 quarter
IJK icon
64
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
$255K 0.06%
2,800
– –
2023 Q1
9 quarters
BLK icon
65
Blackrock
BLK
$165B
$236K 0.05%
225
– –
2024 Q3
3 quarters
APD icon
66
Air Products & Chemicals
APD
$62.2B
$210K 0.05%
746
-250
-25% -$68.4K
2013 Q2
48 quarters
METV icon
67
Roundhill Metaverse ETF
METV
$230M
$170K 0.04%
10,000
– –
2021 Q4
14 quarters
MDLZ icon
68
Mondelez International
MDLZ
$74.7B
– –
-3,300
Closed -$224K –
MRK icon
69
Merck
MRK
$344B
– –
-2,500
Closed -$224K –
SLB icon
70
SLB Ltd
SLB
$74.6B
– –
-4,800
Closed -$201K –
1 2
3

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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 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.