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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
(+13%)
Cap. Flow
-$6.55M
Cap. Flow
% of AUM
-1.26%
Top 10 Holdings %
Top 10 Hldgs %
75.27%
Holding
70
New
3
Increased
1
Reduced
23
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$222K |
| 2 |
Invesco QQQ Trust
QQQ
|
+$219K |
| 3 |
Merck
MRK
|
+$206K |
| 4 |
TLN
Talen Energy Corp
TLN
|
+$181K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.04M |
| 2 |
Procter & Gamble
PG
|
+$1.63M |
| 3 |
Abbott
ABT
|
+$126K |
| 4 |
Microsoft
MSFT
|
+$114K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
| $869K | 0.17% |
15,211
-104
| -0.7% | -$5.91K |
|
52
IBM
IBM
$221B
| $663K | 0.13% |
2,350
| – | – |
|
53
CrowdStrike
CRWD
$226B
| $647K | 0.12% |
5,280
| – | – |
|
54
Kenvue
KVUE
$36.6B
| $637K | 0.12% |
39,219
| – | – |
|
55
GE Vernova
GEV
$277B
| $632K | 0.12% |
1,027
| – | – |
|
56
Cisco
CSCO
$486B
| $566K | 0.11% |
8,270
| – | – |
|
57
Kinder Morgan
KMI
$70.7B
| $541K | 0.1% |
19,116
-100
| -0.5% | -$2.74K |
|
|
58
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.6B
| $520K | 0.1% |
9,045
+4,000
| +79% | +$222K |
|
59
Amazon
AMZN
$2.89T
| $491K | 0.09% |
2,235
| – | – |
|
60
Visa
V
$672B
| $471K | 0.09% |
1,380
| – | – |
|
61
Eaton
ETN
$180B
| $455K | 0.09% |
1,215
| – | – |
|
62
Pfizer
PFE
$150B
| $312K | 0.06% |
12,250
| – | – |
|
63
iShares MSCI India ETF
INDA
$6.58B
| $293K | 0.06% |
5,620
| – | – |
|
64
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
| $268K | 0.05% |
2,800
| – | – |
|
65
Blackrock
BLK
$179B
| $262K | 0.05% |
225
| – | – |
|
|
66
Invesco QQQ Trust
QQQ
$482B
| $230K | 0.04% |
+383
| New | +$219K |
|
|
TLN
67
Talen Energy Corp
TLN
$17.5B
| $213K | 0.04% |
+500
| New | +$181K |
|
|
68
Merck
MRK
$329B
| $210K | 0.04% |
+2,500
| New | +$206K |
|
69
Roundhill Ball Metaverse ETF
METV
$210M
| $206K | 0.04% |
10,000
| – | – |
|
70
Air Products & Chemicals
APD
$68B
| $203K | 0.04% |
746
| – | – |
|
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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.