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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
+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
(+3.6%)
Cap. Flow
-$2.34M
Cap. Flow
% of AUM
-0.44%
Top 10 Holdings %
Top 10 Hldgs %
76.15%
Holding
71
New
1
Increased
7
Reduced
8
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SOLS
Solstice Advanced Materials
SOLS
|
+$498K |
| 2 |
Amazon
AMZN
|
+$122K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$20.4K |
| 4 |
NVIDIA
NVDA
|
+$18.6K |
| 5 |
Uber
UBER
|
+$9.01K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$2M |
| 2 |
Honeywell
HON
|
+$505K |
| 3 |
TLN
Talen Energy Corp
TLN
|
+$213K |
| 4 |
Air Products & Chemicals
APD
|
+$203K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
IBM
IBM
$221B
| $696K | 0.13% |
2,350
| – | – |
|
52
PureCycle Technologies
PCT
$1.4B
| $695K | 0.13% |
80,867
-1,550
| -2% | -$16.5K |
|
53
Kenvue
KVUE
$36.9B
| $677K | 0.13% |
39,219
| – | – |
|
54
GE Vernova
GEV
$283B
| $671K | 0.12% |
1,027
| – | – |
|
|
55
Amazon
AMZN
$2.83T
| $639K | 0.12% |
2,770
+535
| +24% | +$122K |
|
56
Cisco
CSCO
$440B
| $637K | 0.12% |
8,270
| – | – |
|
57
CrowdStrike
CRWD
$221B
| $619K | 0.12% |
5,280
| – | – |
|
58
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$42B
| $530K | 0.1% |
9,120
+75
| +0.8% | +$4.36K |
|
59
Kinder Morgan
KMI
$73.1B
| $525K | 0.1% |
19,116
| – | – |
|
|
SOLS
60
Solstice Advanced Materials
SOLS
$9.95B
| $514K | 0.1% |
+10,578
| New | +$498K |
|
61
Visa
V
$680B
| $484K | 0.09% |
1,380
| – | – |
|
62
Eaton
ETN
$175B
| $382K | 0.07% |
1,200
-15
| -1% | -$5.32K |
|
63
Pfizer
PFE
$153B
| $305K | 0.06% |
12,250
| – | – |
|
64
iShares MSCI India ETF
INDA
$6.56B
| $304K | 0.06% |
5,620
| – | – |
|
65
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
| $271K | 0.05% |
2,800
| – | – |
|
66
Merck
MRK
$335B
| $263K | 0.05% |
2,500
| – | – |
|
67
Blackrock
BLK
$182B
| $241K | 0.04% |
225
| – | – |
|
68
Invesco QQQ Trust
QQQ
$486B
| $235K | 0.04% |
383
| – | – |
|
69
Roundhill Ball Metaverse ETF
METV
$213M
| $188K | 0.03% |
10,000
| – | – |
|
|
70
Air Products & Chemicals
APD
$68.8B
| – | – |
-746
| Closed | -$203K |
|
|
TLN
71
Talen Energy Corp
TLN
$17.4B
| – | – |
-500
| Closed | -$213K |
|
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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.