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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
-5.39%
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
$471M
AUM Growth
-$34M
Cap. Flow
-$1.55M
Cap. Flow %
-0.33%
Top 10 Hldgs %
76.32%
Holding
71
New
5
Increased
9
Reduced
12
Closed
1

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$756K
2
UBER icon
Uber
UBER
+$649K
3
AMZN icon
Amazon
AMZN
+$485K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$281K
5
HD icon
Home Depot
HD
+$237K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.22M
2
SEG
Seaport Entertainment Group
SEG
+$215K
3
AMGN icon
Amgen
AMGN
+$118K
4
PG icon
Procter & Gamble
PG
+$117K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$97.1K

Sector Composition

Rank Sector Weight
1 Technology 61.7%
2 Healthcare 11.47%
3 Industrials 8.01%
4 Financials 6.32%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.46T
$257M 54.47%
1,155,571
-18,226
-2% -$4.22M
MSFT icon
2
Microsoft
MSFT
$3.68T
$20.5M 4.34%
54,523
-5
-0% -$2.04K
JPM icon
3
JPMorgan Chase
JPM
$964B
$14M 2.96%
56,934
– –
JNJ icon
4
Johnson & Johnson
JNJ
$627B
$11.9M 2.53%
71,771
-50
-0.1% -$7.82K
WAT icon
5
Waters Corp
WAT
$40.5B
$11.7M 2.48%
31,767
-100
-0.3% -$38.7K
ABBV icon
6
AbbVie
ABBV
$441B
$9.51M 2.02%
45,388
– –
AMGN icon
7
Amgen
AMGN
$225B
$9.27M 1.97%
29,755
-400
-1% -$118K
PG icon
8
Procter & Gamble
PG
$336B
$9.14M 1.94%
53,642
-700
-1% -$117K
HON icon
9
Honeywell
HON
$74.2B
$8.96M 1.9%
44,907
– –
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.08T
$8.06M 1.71%
15,137
– –
XOM icon
11
ExxonMobil
XOM
$658B
$7.37M 1.56%
61,953
– –
MCD icon
12
McDonald's
MCD
$193B
$5.64M 1.2%
18,045
– –
EMR icon
13
Emerson Electric
EMR
$91B
$5.37M 1.14%
49,000
– –
QCOM icon
14
Qualcomm
QCOM
$174B
$5.3M 1.12%
34,500
– –
BA icon
15
Boeing
BA
$183B
$5.21M 1.11%
30,561
– –
ABT icon
16
Abbott
ABT
$193B
$4.78M 1.01%
36,050
– –
DIS icon
17
Walt Disney
DIS
$184B
$4.48M 0.95%
45,401
+137
+0.3% +$14.7K
ORCL icon
18
Oracle
ORCL
$434B
$4.18M 0.89%
29,900
– –
NSC icon
19
Norfolk Southern
NSC
$75.1B
$4.17M 0.88%
17,600
– –
NKE icon
20
Nike
NKE
$60.4B
$3.81M 0.81%
60,000
– –
DOV icon
21
Dover
DOV
$27.9B
$3.62M 0.77%
20,600
– –
AXP icon
22
American Express
AXP
$231B
$3.23M 0.69%
12,000
– –
PEP icon
23
PepsiCo
PEP
$192B
$2.92M 0.62%
19,463
– –
UNP icon
24
Union Pacific
UNP
$174B
$2.75M 0.58%
11,640
– –
COST icon
25
Costco
COST
$426B
$2.73M 0.58%
2,890
– –
1
2 3

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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
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DCM
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NDSI
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BB
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Independent Investors Inc's Q1 2025 Portfolio in Review

As of Q1 2025, Independent Investors Inc held 71 positions worth $471M, down 6.7% from $505M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Independent Investors Inc's Q1 2025 filing shows 5 new, 9 increased, 12 reduced and 1 closed positions. Its largest new stake was Uber: 9,015 shares worth $657K. The largest sale was Apple, an estimated $4.22M.

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

  • Independent Investors Inc's largest Q1 2025 buy was Uber: 9,015 shares worth $657K.
  • Independent Investors Inc added most to NVIDIA in Q1 2025, an estimated $756K increase.
  • Independent Investors Inc's biggest Q1 2025 reduction was Apple, cutting an estimated $4.22M.
  • Independent Investors Inc fully exited Seaport Entertainment Group in Q1 2025, selling an estimated $215K.
  • Independent Investors Inc's ten largest holdings make up 76% of its $471M portfolio in Q1 2025.
  • Independent Investors Inc opened 5 new positions and closed 1 in Q1 2025.
  • Independent Investors Inc's portfolio value fell 6.7% quarter-over-quarter to $471M.

Based on Independent Investors Inc's 13F filing for Q1 2025, filed 1 May 2025.