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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
+16.12%
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
$520M
AUM Growth
+$60.5M
Cap. Flow
-$6.55M
Cap. Flow %
-1.26%
Top 10 Hldgs %
75.27%
Holding
70
New
3
Increased
1
Reduced
23
Closed
–

Top Buys

Rank Stock Value
1
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$222K
2
QQQ icon
Invesco QQQ Trust
QQQ
+$219K
3
MRK icon
Merck
MRK
+$206K
4
TLN
Talen Energy Corp
TLN
+$181K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.04M
2
PG icon
Procter & Gamble
PG
+$1.63M
3
ABT icon
Abbott
ABT
+$126K
4
MSFT icon
Microsoft
MSFT
+$114K
5
UPS icon
United Parcel Service
UPS
+$56.3K

Sector Composition

Rank Sector Weight
1 Technology 63.97%
2 Healthcare 9.77%
3 Industrials 8.28%
4 Financials 6.84%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.56T
$280M 53.92%
1,100,423
-22,298
-2% -$5.04M
MSFT icon
2
Microsoft
MSFT
$3.71T
$28.1M 5.41%
54,300
-223
-0.4% -$114K
JPM icon
3
JPMorgan Chase
JPM
$947B
$17.9M 3.45%
56,799
-135
-0.2% -$40.2K
JNJ icon
4
Johnson & Johnson
JNJ
$619B
$13.3M 2.55%
71,552
-219
-0.3% -$37.5K
ABBV icon
5
AbbVie
ABBV
$431B
$10.5M 2.01%
45,174
-214
-0.5% -$43.6K
HON icon
6
Honeywell
HON
$76.3B
$8.91M 1.71%
44,907
– –
ORCL icon
7
Oracle
ORCL
$413B
$8.41M 1.62%
29,900
– –
AMGN icon
8
Amgen
AMGN
$219B
$8.37M 1.61%
29,651
-104
-0.3% -$30.2K
WAT icon
9
Waters Corp
WAT
$39.2B
$7.84M 1.51%
26,163
-104
-0.4% -$31.4K
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.13T
$7.61M 1.46%
15,137
– –
NVDA icon
11
NVIDIA
NVDA
$5.3T
$7.18M 1.38%
38,465
– –
XOM icon
12
ExxonMobil
XOM
$642B
$6.97M 1.34%
61,849
-104
-0.2% -$11.6K
BA icon
13
Boeing
BA
$184B
$6.55M 1.26%
30,357
-104
-0.3% -$23.4K
PG icon
14
Procter & Gamble
PG
$342B
$6.44M 1.24%
41,933
-10,409
-20% -$1.63M
EMR icon
15
Emerson Electric
EMR
$87.5B
$6.41M 1.23%
48,896
-104
-0.2% -$14.2K
QCOM icon
16
Qualcomm
QCOM
$168B
$5.7M 1.1%
34,292
-208
-0.6% -$33K
MCD icon
17
McDonald's
MCD
$196B
$5.38M 1.03%
17,691
-104
-0.6% -$31.7K
NSC icon
18
Norfolk Southern
NSC
$76.9B
$5.26M 1.01%
17,517
-83
-0.5% -$23.1K
DIS icon
19
Walt Disney
DIS
$181B
$5.2M 1%
45,401
– –
ABT icon
20
Abbott
ABT
$187B
$4.7M 0.9%
35,090
-960
-3% -$126K
NKE icon
21
Nike
NKE
$62.3B
$4.18M 0.81%
60,000
– –
AXP icon
22
American Express
AXP
$231B
$3.99M 0.77%
12,000
– –
DOV icon
23
Dover
DOV
$28.4B
$3.44M 0.66%
20,600
– –
LHX icon
24
L3Harris
LHX
$53.9B
$2.98M 0.57%
9,749
– –
GS icon
25
Goldman Sachs
GS
$301B
$2.9M 0.56%
3,640
– –
1
2 3

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ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
SC
Stempoint Capital New York $522M AUM 281.95% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
CFM
Crawford Fund Management Boston, Massachusetts $520M AUM 14.79% 1-Year Est. Return

Independent Investors Inc's Q3 2025 Portfolio in Review

As of Q3 2025, Independent Investors Inc held 70 positions worth $520M, up 13% from $459M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.3%. Independent Investors Inc opened 3 new positions and made no exits, leaving the 70-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 64% of assets, up from 61% a quarter earlier, followed by Healthcare and Industrials.

  • Independent Investors Inc's largest Q3 2025 buy was Invesco QQQ Trust: 383 shares worth $230K.
  • Independent Investors Inc added most to JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025, an estimated $222K increase.
  • Independent Investors Inc's biggest Q3 2025 reduction was Apple, cutting an estimated $5.04M.
  • Independent Investors Inc's ten largest holdings make up 75% of its $520M portfolio in Q3 2025.
  • Independent Investors Inc opened 3 new positions and closed 0 in Q3 2025.
  • Independent Investors Inc's portfolio value rose 13% quarter-over-quarter to $520M.

Based on Independent Investors Inc's 13F filing for Q3 2025, filed 30 Oct 2025.