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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
+11.35%
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
$524M
AUM Growth
+$20M
Cap. Flow
-$31.4M
Cap. Flow %
-6%
Top 10 Hldgs %
77.08%
Holding
74
New
4
Increased
–
Reduced
43
Closed
1

Top Buys

Rank Stock Value
1
HONA
Honeywell Aerospace
HONA
+$1.19M
2
PSUS
Pershing Square USA
PSUS
+$799K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$215K
4
SEG
Seaport Entertainment Group
SEG
+$178K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$15.2M
2
HON icon
Honeywell
HON
+$4.72M
3
WAT icon
Waters Corp
WAT
+$1.88M
4
PEP icon
PepsiCo
PEP
+$1.49M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.11M

Sector Composition

Rank Sector Weight
1 Technology 64.57%
2 Healthcare 10.62%
3 Industrials 8.11%
4 Financials 6.59%
5 Consumer Staples 2.66%

No holdings matched the selected filter criteria.

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Independent Investors Inc's Q2 2026 Portfolio in Review

As of Q2 2026, Independent Investors Inc held 74 positions worth $524M, up 4% from $504M the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Independent Investors Inc withdrew a net $31.4M in Q2 2026, closing 1 position and reducing 43 holdings. Its most notable exit was Kenvue, an estimated $659K position sold in full.

By sector, the portfolio is most concentrated in Technology at 65% of assets, up from 62% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Independent Investors Inc opened a new position in Honeywell Aerospace worth $1.19M.

  • Independent Investors Inc's largest Q2 2026 buy was Honeywell Aerospace: 5,373 shares worth $1.19M.
  • Independent Investors Inc's biggest Q2 2026 reduction was Apple, cutting an estimated $15.2M.
  • Independent Investors Inc fully exited Kenvue in Q2 2026, selling an estimated $659K.
  • Independent Investors Inc's ten largest holdings make up 77% of its $524M portfolio in Q2 2026.
  • Independent Investors Inc opened 4 new positions and closed 1 in Q2 2026.
  • Independent Investors Inc's portfolio value rose 4% quarter-over-quarter to $524M.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.