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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
+1.42%
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
$459M
AUM Growth
-$12.2M
(-2.6%)
Cap. Flow
-$7.64M
Cap. Flow
% of AUM
-1.66%
Top 10 Holdings %
Top 10 Hldgs %
73.27%
Holding
70
New
–
Increased
1
Reduced
16
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$2.59M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$6.63M |
| 2 |
Waters Corp
WAT
|
+$1.89M |
| 3 |
Merck
MRK
|
+$224K |
| 4 |
Mondelez International
MDLZ
|
+$224K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$213K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 60.63% |
| 2 | Healthcare | 10.36% |
| 3 | Industrials | 9.34% |
| 4 | Financials | 7.22% |
| 5 | Consumer Staples | 4.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.46T
| $230M | 50.18% |
1,122,721
-32,850
| -3% | -$6.63M |
|
2
Microsoft
MSFT
$3.68T
| $27.1M | 5.91% |
54,523
| – | – |
|
3
JPMorgan Chase
JPM
$964B
| $16.5M | 3.6% |
56,934
| – | – |
|
4
Johnson & Johnson
JNJ
$627B
| $11M | 2.39% |
71,771
| – | – |
|
5
Honeywell
HON
$74.2B
| $9.86M | 2.15% |
44,907
| – | – |
|
|
6
Waters Corp
WAT
$40.5B
| $9.17M | 2% |
26,267
-5,500
| -17% | -$1.89M |
|
7
AbbVie
ABBV
$441B
| $8.42M | 1.84% |
45,388
| – | – |
|
8
Procter & Gamble
PG
$336B
| $8.34M | 1.82% |
52,342
-1,300
| -2% | -$212K |
|
9
Amgen
AMGN
$225B
| $8.31M | 1.81% |
29,755
| – | – |
|
10
Berkshire Hathaway Class B
BRK.B
$1.08T
| $7.35M | 1.6% |
15,137
| – | – |
|
11
ExxonMobil
XOM
$658B
| $6.68M | 1.45% |
61,953
| – | – |
|
12
Oracle
ORCL
$434B
| $6.54M | 1.42% |
29,900
| – | – |
|
13
Emerson Electric
EMR
$91B
| $6.53M | 1.42% |
49,000
| – | – |
|
14
Boeing
BA
$183B
| $6.38M | 1.39% |
30,461
-100
| -0.3% | -$18.9K |
|
|
15
NVIDIA
NVDA
$5.45T
| $6.08M | 1.32% |
38,465
+20,600
| +115% | +$2.59M |
|
16
Walt Disney
DIS
$184B
| $5.63M | 1.23% |
45,401
| – | – |
|
17
Qualcomm
QCOM
$174B
| $5.49M | 1.2% |
34,500
| – | – |
|
18
McDonald's
MCD
$193B
| $5.2M | 1.13% |
17,795
-250
| -1% | -$77.1K |
|
19
Abbott
ABT
$193B
| $4.9M | 1.07% |
36,050
| – | – |
|
20
Norfolk Southern
NSC
$75.1B
| $4.51M | 0.98% |
17,600
| – | – |
|
21
Nike
NKE
$60.4B
| $4.26M | 0.93% |
60,000
| – | – |
|
22
American Express
AXP
$231B
| $3.83M | 0.83% |
12,000
| – | – |
|
23
Dover
DOV
$27.9B
| $3.77M | 0.82% |
20,600
| – | – |
|
24
Costco
COST
$426B
| $2.86M | 0.62% |
2,890
| – | – |
|
25
Union Pacific
UNP
$174B
| $2.68M | 0.58% |
11,640
| – | – |
|
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Independent Investors Inc's Q2 2025 Portfolio in Review
As of Q2 2025, Independent Investors Inc held 70 positions worth $459M, down 2.6% from $471M the previous quarter. Its ten largest holdings account for 73% of the portfolio.
Trading was light in Q2 2025: portfolio turnover was 4.3%. Independent Investors Inc opened no new positions and exited 3, leaving the 70-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 61% of assets, down from 62% a quarter earlier, followed by Healthcare and Industrials.
- Independent Investors Inc added most to NVIDIA in Q2 2025, an estimated $2.59M increase.
- Independent Investors Inc's biggest Q2 2025 reduction was Apple, cutting an estimated $6.63M.
- Independent Investors Inc fully exited Merck in Q2 2025, selling an estimated $224K.
- Independent Investors Inc's ten largest holdings make up 73% of its $459M portfolio in Q2 2025.
- Independent Investors Inc opened 0 new positions and closed 3 in Q2 2025.
- Independent Investors Inc's portfolio value fell 2.6% quarter-over-quarter to $459M.
Based on Independent Investors Inc's 13F filing for Q2 2025, filed 18 Jul 2025.