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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
+4.66%
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
$538M
AUM Growth
+$18.5M
Cap. Flow
-$2.34M
Cap. Flow %
-0.44%
Top 10 Hldgs %
76.15%
Holding
71
New
1
Increased
7
Reduced
8
Closed
2

Top Buys

Rank Stock Value
1
SOLS
Solstice Advanced Materials
SOLS
+$498K
2
AMZN icon
Amazon
AMZN
+$122K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.4K
4
NVDA icon
NVIDIA
NVDA
+$18.6K
5
UBER icon
Uber
UBER
+$9.01K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2M
2
HON icon
Honeywell
HON
+$505K
3
TLN
Talen Energy Corp
TLN
+$213K
4
APD icon
Air Products & Chemicals
APD
+$203K
5
PG icon
Procter & Gamble
PG
+$48.7K

Sector Composition

Rank Sector Weight
1 Technology 64.11%
2 Healthcare 10.34%
3 Industrials 7.89%
4 Financials 6.85%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.46T
$297M 55.22%
1,092,983
-7,440
-0.7% -$2M
MSFT icon
2
Microsoft
MSFT
$3.68T
$26.3M 4.88%
54,300
– –
JPM icon
3
JPMorgan Chase
JPM
$964B
$18.3M 3.4%
56,804
+5
+0% +$1.55K
JNJ icon
4
Johnson & Johnson
JNJ
$627B
$14.8M 2.75%
71,552
– –
ABBV icon
5
AbbVie
ABBV
$441B
$10.3M 1.92%
45,174
– –
WAT icon
6
Waters Corp
WAT
$40.5B
$9.94M 1.85%
26,163
– –
AMGN icon
7
Amgen
AMGN
$225B
$9.71M 1.8%
29,651
– –
HON icon
8
Honeywell
HON
$74.2B
$8.26M 1.53%
42,325
-2,582
-6% -$505K
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.08T
$7.61M 1.41%
15,137
– –
XOM icon
10
ExxonMobil
XOM
$658B
$7.44M 1.38%
61,849
– –
NVDA icon
11
NVIDIA
NVDA
$5.45T
$7.19M 1.34%
38,565
+100
+0.3% +$18.6K
BA icon
12
Boeing
BA
$183B
$6.59M 1.22%
30,357
– –
EMR icon
13
Emerson Electric
EMR
$91B
$6.49M 1.21%
48,896
– –
PG icon
14
Procter & Gamble
PG
$336B
$5.96M 1.11%
41,603
-330
-0.8% -$48.7K
QCOM icon
15
Qualcomm
QCOM
$174B
$5.87M 1.09%
34,292
– –
ORCL icon
16
Oracle
ORCL
$434B
$5.83M 1.08%
29,900
– –
MCD icon
17
McDonald's
MCD
$193B
$5.41M 1%
17,691
– –
DIS icon
18
Walt Disney
DIS
$184B
$5.17M 0.96%
45,401
– –
NSC icon
19
Norfolk Southern
NSC
$75.1B
$5.06M 0.94%
17,517
– –
AXP icon
20
American Express
AXP
$231B
$4.44M 0.82%
12,000
– –
ABT icon
21
Abbott
ABT
$193B
$4.37M 0.81%
34,890
-200
-0.6% -$25.5K
DOV icon
22
Dover
DOV
$27.9B
$4.02M 0.75%
20,600
– –
NKE icon
23
Nike
NKE
$60.4B
$3.82M 0.71%
60,000
– –
GS icon
24
Goldman Sachs
GS
$303B
$3.2M 0.59%
3,640
– –
GOOG icon
25
Alphabet (Google) Class C
GOOG
$4.2T
$2.92M 0.54%
9,290
-10
-0.1% -$2.87K
1
2 3

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SCA
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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
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return

Independent Investors Inc's Q4 2025 Portfolio in Review

As of Q4 2025, Independent Investors Inc held 71 positions worth $538M, up 3.6% from $520M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 4.2%. Independent Investors Inc opened 1 new position and exited 2, leaving the 71-position portfolio largely intact.

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

  • Independent Investors Inc's largest Q4 2025 buy was Solstice Advanced Materials: 10,578 shares worth $514K.
  • Independent Investors Inc added most to Amazon in Q4 2025, an estimated $122K increase.
  • Independent Investors Inc's biggest Q4 2025 reduction was Apple, cutting an estimated $2M.
  • Independent Investors Inc fully exited Talen Energy Corp in Q4 2025, selling an estimated $213K.
  • Independent Investors Inc's ten largest holdings make up 76% of its $538M portfolio in Q4 2025.
  • Independent Investors Inc opened 1 new position and closed 2 in Q4 2025.
  • Independent Investors Inc's portfolio value rose 3.6% quarter-over-quarter to $538M.

Based on Independent Investors Inc's 13F filing for Q4 2025, filed 15 Jan 2026.