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
+4.66%
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
$538M
AUM Growth
+$18.5M
Cap. Flow
-$2.34M
Cap. Flow %
-0.44%
Top 10 Hldgs %
76.15%
Holding
71
New
1
Increased
7
Reduced
8
Closed
2
Avg Time Held
35.6 quarters
Top 10 Avg Time Held
29.6 quarters
Top 20 Avg Time Held
34.2 quarters

Top Buys

Rank Stock Value
1
SOLS
Solstice Advanced Materials
SOLS
+$498K
2
AMZN icon
Amazon
AMZN
+$122K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.4K
4
NVDA icon
NVIDIA
NVDA
+$18.6K
5
UBER icon
Uber
UBER
+$9.01K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2M
2
HON icon
Honeywell
HON
+$505K
3
TLN
Talen Energy Corp
TLN
+$213K
4
APD icon
Air Products & Chemicals
APD
+$203K
5
PG icon
Procter & Gamble
PG
+$48.7K

Sector Composition

Rank Sector Weight
1 Technology 64.11%
2 Healthcare 10.34%
3 Industrials 7.89%
4 Financials 6.85%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
IBM icon
51
IBM
IBM
$209B
$696K 0.13%
2,350
– –
2013 Q2
50 quarters
PCT icon
52
PureCycle Technologies
PCT
$822M
$695K 0.13%
80,867
-1,550
-2% -$16.5K
2021 Q1
19 quarters
KVUE icon
53
Kenvue
KVUE
$33.4B
$677K 0.13%
39,219
– –
2023 Q3
9 quarters
GEV icon
54
GE Vernova
GEV
$264B
$671K 0.12%
1,027
– –
2024 Q3
5 quarters
AMZN icon
55
Amazon
AMZN
$2.71T
$639K 0.12%
2,770
+535
+24% +$122K
2025 Q1
3 quarters
CSCO icon
56
Cisco
CSCO
$445B
$637K 0.12%
8,270
– –
2013 Q2
50 quarters
CRWD icon
57
CrowdStrike
CRWD
$279B
$619K 0.12%
5,280
– –
2023 Q4
8 quarters
JEPQ icon
58
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$44.5B
$530K 0.1%
9,120
+75
+0.8% +$4.36K
2025 Q1
3 quarters
KMI icon
59
Kinder Morgan
KMI
$69.9B
$525K 0.1%
19,116
– –
2019 Q2
26 quarters
SOLS
60
Solstice Advanced Materials
SOLS
$9.22B
$514K 0.1%
+10,578
New +$498K
2025 Q4
0 quarters
V icon
61
Visa
V
$694B
$484K 0.09%
1,380
– –
2019 Q4
24 quarters
ETN icon
62
Eaton
ETN
$168B
$382K 0.07%
1,200
-15
-1% -$5.32K
2023 Q1
11 quarters
PFE icon
63
Pfizer
PFE
$156B
$305K 0.06%
12,250
– –
2013 Q2
50 quarters
INDA icon
64
iShares MSCI India ETF
INDA
$5.8B
$304K 0.06%
5,620
– –
2024 Q2
6 quarters
IJK icon
65
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
$271K 0.05%
2,800
– –
2023 Q1
11 quarters
MRK icon
66
Merck
MRK
$344B
$263K 0.05%
2,500
– –
2025 Q3
1 quarter
BLK icon
67
Blackrock
BLK
$165B
$241K 0.04%
225
– –
2024 Q3
5 quarters
QQQ icon
68
Invesco QQQ Trust
QQQ
$510B
$235K 0.04%
383
– –
2025 Q3
1 quarter
METV icon
69
Roundhill Metaverse ETF
METV
$230M
$188K 0.03%
10,000
– –
2021 Q4
16 quarters
APD icon
70
Air Products & Chemicals
APD
$62.2B
– –
-746
Closed -$203K –
TLN
71
Talen Energy Corp
TLN
$15.7B
– –
-500
Closed -$213K –
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 Q4 2025 Portfolio in Review

As of Q4 2025, Independent Investors Inc held 71 positions worth $538M, up 3.6% from $520M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 4.2%. Independent Investors Inc opened 1 new position and exited 2, leaving the 71-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 64% of assets, up from 64% a quarter earlier, followed by Healthcare and Industrials.

  • Independent Investors Inc's largest Q4 2025 buy was Solstice Advanced Materials: 10,578 shares worth $514K.
  • Independent Investors Inc added most to Amazon in Q4 2025, an estimated $122K increase.
  • Independent Investors Inc's biggest Q4 2025 reduction was Apple, cutting an estimated $2M.
  • Independent Investors Inc fully exited Talen Energy Corp in Q4 2025, selling an estimated $213K.
  • Independent Investors Inc's ten largest holdings make up 76% of its $538M portfolio in Q4 2025.
  • Independent Investors Inc opened 1 new position and closed 2 in Q4 2025.
  • Independent Investors Inc's portfolio value rose 3.6% quarter-over-quarter to $538M.

Based on Independent Investors Inc's 13F filing for Q4 2025, filed 15 Jan 2026.