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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
UBER icon
51
Uber
UBER
$155B
$841K 0.18%
9,015
– –
KVUE icon
52
Kenvue
KVUE
$36.9B
$821K 0.18%
39,219
– –
IBM icon
53
IBM
IBM
$221B
$693K 0.15%
2,350
– –
CRWD icon
54
CrowdStrike
CRWD
$221B
$672K 0.15%
5,280
– –
CSCO icon
55
Cisco
CSCO
$440B
$574K 0.13%
8,270
– –
KMI icon
56
Kinder Morgan
KMI
$73.1B
$565K 0.12%
19,216
-500
-3% -$13.7K
GEV icon
57
GE Vernova
GEV
$283B
$543K 0.12%
1,027
– –
AMZN icon
58
Amazon
AMZN
$2.83T
$490K 0.11%
2,235
– –
V icon
59
Visa
V
$680B
$490K 0.11%
1,380
– –
ETN icon
60
Eaton
ETN
$175B
$434K 0.09%
1,215
– –
INDA icon
61
iShares MSCI India ETF
INDA
$6.56B
$313K 0.07%
5,620
– –
PFE icon
62
Pfizer
PFE
$153B
$297K 0.06%
12,250
-1,040
-8% -$24.3K
JEPQ icon
63
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$42B
$274K 0.06%
5,045
– –
IJK icon
64
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
$255K 0.06%
2,800
– –
BLK icon
65
Blackrock
BLK
$182B
$236K 0.05%
225
– –
APD icon
66
Air Products & Chemicals
APD
$68.8B
$210K 0.05%
746
-250
-25% -$68.4K
METV icon
67
Roundhill Ball Metaverse ETF
METV
$213M
$170K 0.04%
10,000
– –
MDLZ icon
68
Mondelez International
MDLZ
$81.2B
– –
-3,300
Closed -$224K
MRK icon
69
Merck
MRK
$335B
– –
-2,500
Closed -$224K
SLB icon
70
SLB Ltd
SLB
$79.8B
– –
-4,800
Closed -$201K
1 2
3

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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.