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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
-4.18%
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
$504M
AUM Growth
-$34.6M
Cap. Flow
-$5.57M
Cap. Flow %
-1.11%
Top 10 Hldgs %
76.06%
Holding
71
New
2
Increased
–
Reduced
34
Closed
1
Avg Time Held
36 quarters
Top 10 Avg Time Held
30.6 quarters
Top 20 Avg Time Held
35.2 quarters

Top Buys

Rank Stock Value
1
SLB icon
SLB Ltd
SLB
+$215K
2
APD icon
Air Products & Chemicals
APD
+$206K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.1M
2
JPM icon
JPMorgan Chase
JPM
+$303K
3
BLK icon
Blackrock
BLK
+$241K
4
PG icon
Procter & Gamble
PG
+$229K
5
PEP icon
PepsiCo
PEP
+$195K

Sector Composition

Rank Sector Weight
1 Technology 62.02%
2 Healthcare 11.01%
3 Industrials 8.64%
4 Financials 6.55%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
UNH icon
51
UnitedHealth
UNH
$340B
$698K 0.14%
2,580
-265
-9% -$78.9K
2020 Q3
22 quarters
KVUE icon
52
Kenvue
KVUE
$33.4B
$659K 0.13%
38,249
-970
-2% -$17.3K
2023 Q3
10 quarters
UBER icon
53
Uber
UBER
$142B
$650K 0.13%
9,040
-75
-0.8% -$5.77K
2025 Q1
4 quarters
KMI icon
54
Kinder Morgan
KMI
$69.9B
$624K 0.12%
18,616
-500
-3% -$15.6K
2019 Q2
27 quarters
CSCO icon
55
Cisco
CSCO
$445B
$611K 0.12%
7,870
-400
-5% -$31.3K
2013 Q2
51 quarters
IBM icon
56
IBM
IBM
$209B
$570K 0.11%
2,350
– –
2013 Q2
51 quarters
AMZN icon
57
Amazon
AMZN
$2.71T
$513K 0.1%
2,465
-305
-11% -$67.2K
2025 Q1
4 quarters
JEPQ icon
58
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$44.5B
$506K 0.1%
9,120
– –
2025 Q1
4 quarters
CRWD icon
59
CrowdStrike
CRWD
$279B
$496K 0.1%
5,080
-200
-4% -$21.2K
2023 Q4
9 quarters
ETN icon
60
Eaton
ETN
$168B
$429K 0.09%
1,200
– –
2023 Q1
12 quarters
PCT icon
61
PureCycle Technologies
PCT
$822M
$418K 0.08%
80,567
-300
-0.4% -$2.5K
2021 Q1
20 quarters
V icon
62
Visa
V
$694B
$417K 0.08%
1,380
– –
2019 Q4
25 quarters
PFE icon
63
Pfizer
PFE
$156B
$344K 0.07%
12,250
– –
2013 Q2
51 quarters
MRK icon
64
Merck
MRK
$344B
$301K 0.06%
2,500
– –
2025 Q3
2 quarters
IJK icon
65
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
$282K 0.06%
2,800
– –
2023 Q1
12 quarters
SLB icon
66
SLB Ltd
SLB
$74.6B
$227K 0.05%
+4,425
New +$215K
2026 Q1
0 quarters
QQQ icon
67
Invesco QQQ Trust
QQQ
$510B
$221K 0.04%
383
– –
2025 Q3
2 quarters
APD icon
68
Air Products & Chemicals
APD
$62.2B
$217K 0.04%
+746
New +$206K
2026 Q1
0 quarters
INDA icon
69
iShares MSCI India ETF
INDA
$5.8B
$216K 0.04%
4,620
-1,000
-18% -$51.2K
2024 Q2
7 quarters
METV icon
70
Roundhill Metaverse ETF
METV
$230M
$159K 0.03%
10,000
– –
2021 Q4
17 quarters
BLK icon
71
Blackrock
BLK
$165B
– –
-225
Closed -$241K –
1 2
3

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Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
SDWIA
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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 Q1 2026 Portfolio in Review

As of Q1 2026, Independent Investors Inc held 71 positions worth $504M, down 6.4% from $538M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 4.2%. Independent Investors Inc opened 2 new positions and exited 1, leaving the 71-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 62% of assets, down from 64% a quarter earlier, followed by Healthcare and Industrials.

  • Independent Investors Inc's largest Q1 2026 buy was SLB Ltd: 4,425 shares worth $227K.
  • Independent Investors Inc's biggest Q1 2026 reduction was Apple, cutting an estimated $3.1M.
  • Independent Investors Inc fully exited Blackrock in Q1 2026, selling an estimated $241K.
  • Independent Investors Inc's ten largest holdings make up 76% of its $504M portfolio in Q1 2026.
  • Independent Investors Inc opened 2 new positions and closed 1 in Q1 2026.
  • Independent Investors Inc's portfolio value fell 6.4% quarter-over-quarter to $504M.

Based on Independent Investors Inc's 13F filing for Q1 2026, filed 17 Apr 2026.