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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
Cap. Flow
-$7.64M
Cap. Flow %
-1.66%
Top 10 Hldgs %
73.27%
Holding
70
New
–
Increased
1
Reduced
16
Closed
3
Avg Time Held
35.4 quarters
Top 10 Avg Time Held
30.4 quarters
Top 20 Avg Time Held
33.7 quarters

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.59M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.63M
2
WAT icon
Waters Corp
WAT
+$1.89M
3
MRK icon
Merck
MRK
+$224K
4
MDLZ icon
Mondelez International
MDLZ
+$224K
5
GOOGL icon
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 Held Since
AAPL icon
1
Apple
AAPL
$4.86T
$230M 50.18%
1,122,721
-32,850
-3% -$6.63M
2013 Q2
48 quarters
MSFT icon
2
Microsoft
MSFT
$3.9T
$27.1M 5.91%
54,523
– –
2013 Q2
48 quarters
JPM icon
3
JPMorgan Chase
JPM
$884B
$16.5M 3.6%
56,934
– –
2013 Q2
48 quarters
JNJ icon
4
Johnson & Johnson
JNJ
$610B
$11M 2.39%
71,771
– –
2013 Q2
48 quarters
HON icon
5
Honeywell
HON
$67.9B
$9.86M 2.15%
44,907
– –
2013 Q2
48 quarters
WAT icon
6
Waters Corp
WAT
$43.2B
$9.17M 2%
26,267
-5,500
-17% -$1.89M
2013 Q2
48 quarters
ABBV icon
7
AbbVie
ABBV
$470B
$8.42M 1.84%
45,388
– –
2013 Q2
48 quarters
PG icon
8
Procter & Gamble
PG
$339B
$8.34M 1.82%
52,342
-1,300
-2% -$212K
2013 Q2
48 quarters
AMGN icon
9
Amgen
AMGN
$218B
$8.31M 1.81%
29,755
– –
2013 Q2
48 quarters
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.08T
$7.35M 1.6%
15,137
– –
2013 Q2
48 quarters
XOM icon
11
ExxonMobil
XOM
$674B
$6.68M 1.45%
61,953
– –
2013 Q2
48 quarters
ORCL icon
12
Oracle
ORCL
$432B
$6.54M 1.42%
29,900
– –
2013 Q2
48 quarters
EMR icon
13
Emerson Electric
EMR
$90.5B
$6.53M 1.42%
49,000
– –
2013 Q2
48 quarters
BA icon
14
Boeing
BA
$152B
$6.38M 1.39%
30,461
-100
-0.3% -$18.9K
2013 Q2
48 quarters
NVDA icon
15
NVIDIA
NVDA
$5.77T
$6.08M 1.32%
38,465
+20,600
+115% +$2.59M
2023 Q1
9 quarters
DIS icon
16
Walt Disney
DIS
$179B
$5.63M 1.23%
45,401
– –
2013 Q2
48 quarters
QCOM icon
17
Qualcomm
QCOM
$193B
$5.49M 1.2%
34,500
– –
2013 Q2
48 quarters
MCD icon
18
McDonald's
MCD
$165B
$5.2M 1.13%
17,795
-250
-1% -$77.1K
2013 Q2
48 quarters
ABT icon
19
Abbott
ABT
$173B
$4.9M 1.07%
36,050
– –
2013 Q2
48 quarters
NSC icon
20
Norfolk Southern
NSC
$71B
$4.51M 0.98%
17,600
– –
2013 Q2
48 quarters
NKE icon
21
Nike
NKE
$50.4B
$4.26M 0.93%
60,000
– –
2013 Q2
48 quarters
AXP icon
22
American Express
AXP
$205B
$3.83M 0.83%
12,000
– –
2013 Q2
48 quarters
DOV icon
23
Dover
DOV
$25.8B
$3.77M 0.82%
20,600
– –
2013 Q2
48 quarters
COST icon
24
Costco
COST
$409B
$2.86M 0.62%
2,890
– –
2013 Q2
48 quarters
UNP icon
25
Union Pacific
UNP
$165B
$2.68M 0.58%
11,640
– –
2013 Q2
48 quarters
1
2 3

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4WM
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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.