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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
–
Avg Time Held
34.8 quarters
Top 10 Avg Time Held
28.7 quarters
Top 20 Avg Time Held
34.7 quarters

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 Held Since
JEPI icon
51
JPMorgan Equity Premium Income ETF
JEPI
$45.4B
$869K 0.17%
15,211
-104
-0.7% -$5.91K
2022 Q4
11 quarters
IBM icon
52
IBM
IBM
$209B
$663K 0.13%
2,350
– –
2013 Q2
49 quarters
CRWD icon
53
CrowdStrike
CRWD
$279B
$647K 0.12%
5,280
– –
2023 Q4
7 quarters
KVUE icon
54
Kenvue
KVUE
$33.4B
$637K 0.12%
39,219
– –
2023 Q3
8 quarters
GEV icon
55
GE Vernova
GEV
$264B
$632K 0.12%
1,027
– –
2024 Q3
4 quarters
CSCO icon
56
Cisco
CSCO
$445B
$566K 0.11%
8,270
– –
2013 Q2
49 quarters
KMI icon
57
Kinder Morgan
KMI
$69.9B
$541K 0.1%
19,116
-100
-0.5% -$2.74K
2019 Q2
25 quarters
JEPQ icon
58
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$44.5B
$520K 0.1%
9,045
+4,000
+79% +$222K
2025 Q1
2 quarters
AMZN icon
59
Amazon
AMZN
$2.71T
$491K 0.09%
2,235
– –
2025 Q1
2 quarters
V icon
60
Visa
V
$694B
$471K 0.09%
1,380
– –
2019 Q4
23 quarters
ETN icon
61
Eaton
ETN
$168B
$455K 0.09%
1,215
– –
2023 Q1
10 quarters
PFE icon
62
Pfizer
PFE
$156B
$312K 0.06%
12,250
– –
2013 Q2
49 quarters
INDA icon
63
iShares MSCI India ETF
INDA
$5.8B
$293K 0.06%
5,620
– –
2024 Q2
5 quarters
IJK icon
64
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
$268K 0.05%
2,800
– –
2023 Q1
10 quarters
BLK icon
65
Blackrock
BLK
$165B
$262K 0.05%
225
– –
2024 Q3
4 quarters
QQQ icon
66
Invesco QQQ Trust
QQQ
$510B
$230K 0.04%
+383
New +$219K
2025 Q3
0 quarters
TLN
67
Talen Energy Corp
TLN
$15.7B
$213K 0.04%
+500
New +$181K
2025 Q3
0 quarters
MRK icon
68
Merck
MRK
$344B
$210K 0.04%
+2,500
New +$206K
2025 Q3
0 quarters
METV icon
69
Roundhill Metaverse ETF
METV
$230M
$206K 0.04%
10,000
– –
2021 Q4
15 quarters
APD icon
70
Air Products & Chemicals
APD
$62.2B
$203K 0.04%
746
– –
2013 Q2
49 quarters
1 2
3

Similar funds

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 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.