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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
(-6.4%)
Cap. Flow
-$5.57M
Cap. Flow
% of AUM
-1.11%
Top 10 Holdings %
Top 10 Hldgs %
76.06%
Holding
71
New
2
Increased
–
Reduced
34
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SLB Ltd
SLB
|
+$215K |
| 2 |
Air Products & Chemicals
APD
|
+$206K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$3.1M |
| 2 |
JPMorgan Chase
JPM
|
+$303K |
| 3 |
Blackrock
BLK
|
+$241K |
| 4 |
Procter & Gamble
PG
|
+$229K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
UnitedHealth
UNH
$359B
| $698K | 0.14% |
2,580
-265
| -9% | -$78.9K |
|
52
Kenvue
KVUE
$36.9B
| $659K | 0.13% |
38,249
-970
| -2% | -$17.3K |
|
53
Uber
UBER
$155B
| $650K | 0.13% |
9,040
-75
| -0.8% | -$5.77K |
|
54
Kinder Morgan
KMI
$71.5B
| $624K | 0.12% |
18,616
-500
| -3% | -$15.6K |
|
55
Cisco
CSCO
$446B
| $611K | 0.12% |
7,870
-400
| -5% | -$31.3K |
|
56
IBM
IBM
$223B
| $570K | 0.11% |
2,350
| – | – |
|
57
Amazon
AMZN
$2.86T
| $513K | 0.1% |
2,465
-305
| -11% | -$67.2K |
|
58
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.9B
| $506K | 0.1% |
9,120
| – | – |
|
59
CrowdStrike
CRWD
$230B
| $496K | 0.1% |
5,080
-200
| -4% | -$21.2K |
|
60
Eaton
ETN
$176B
| $429K | 0.09% |
1,200
| – | – |
|
61
PureCycle Technologies
PCT
$1.42B
| $418K | 0.08% |
80,567
-300
| -0.4% | -$2.5K |
|
62
Visa
V
$680B
| $417K | 0.08% |
1,380
| – | – |
|
63
Pfizer
PFE
$152B
| $344K | 0.07% |
12,250
| – | – |
|
64
Merck
MRK
$332B
| $301K | 0.06% |
2,500
| – | – |
|
65
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
| $282K | 0.06% |
2,800
| – | – |
|
|
66
SLB Ltd
SLB
$77.2B
| $227K | 0.05% |
+4,425
| New | +$215K |
|
67
Invesco QQQ Trust
QQQ
$487B
| $221K | 0.04% |
383
| – | – |
|
|
68
Air Products & Chemicals
APD
$68B
| $217K | 0.04% |
+746
| New | +$206K |
|
69
iShares MSCI India ETF
INDA
$6.59B
| $216K | 0.04% |
4,620
-1,000
| -18% | -$51.2K |
|
70
Roundhill Ball Metaverse ETF
METV
$212M
| $159K | 0.03% |
10,000
| – | – |
|
|
71
Blackrock
BLK
$183B
| – | – |
-225
| Closed | -$241K |
|
Similar funds
ETS
CM
SRFM
SC
SCM
CFM
LHC
TM
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.