Institutions / Independent Investors Inc

Independent Investors Inc

CIK 1121908 · Institution · as of Mar 31, 2026
Portfolio value
$503.58M
Positions
70
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$503.58M-6.4%
$538.14M$520.86M$503.58MQ4 '25Q1 '26

Positions

70+1.4%
707069Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 70 →
CompanyClassValueShares% of portfolio
Apple Inc.$274.37M1,081,07354.5%
Microsoft Corp$20.10M54,3004.0%
Johnson & Johnson$17.39M71,1563.5%
JPMORGAN CHASE & CO$16.42M55,8043.3%
Amgen Inc$10.37M29,4762.1%
Exxon Mobil Corp$10.36M61,0492.1%
AbbVie Inc.$9.72M44,6741.9%
Honeywell International Inc$9.39M41,5501.9%
Waters Corp$7.79M26,1631.5%
Warren E. Buffett$7.13M14,8871.4%
NVIDIA Corp$6.73M38,5651.3%
Emerson Electric Co$6.41M48,8961.3%
The Boeing Company$6.04M30,3571.2%
PROCTER & GAMBLE Co$5.79M40,0951.2%
Mcdonald'S Corp$5.32M17,1161.1%
Norfolk Southern Corp$5.03M17,5171.0%
Qualcomm INC/DE$4.42M34,2920.9%
Oracle Corp$4.40M29,9000.9%
DOVER Corp$4.25M20,4000.8%
Walt Disney Co$4.24M44,0260.8%
American Express Co$3.63M12,0000.7%
Abbott Laboratories$3.53M34,3900.7%
L3HARRIS Technologies, Inc. /De$3.36M9,7490.7%
NIKE, Inc.$3.17M60,0000.6%
The Goldman Sachs Group, Inc.$3.08M3,6400.6%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
TrimApple Inc.$-3.02M-12K
-1.09%
1,081,073
54.48% of portfolio
low
Q1 2026
as of
TrimJPMORGAN CHASE & CO$-294.2K-1K
-1.76%
55,804
3.26% of portfolio
low
Q1 2026
as of
ExitBlackRock, Inc.$-240.8K-225
-100.00%
low
Q1 2026
as of
NewSlb LIMITED/NV$227.4K+4K
4,425
0.05% of portfolio
low
Q1 2026
as of
TrimPROCTER & GAMBLE Co$-217.8K-2K
-3.62%
40,095
1.15% of portfolio
low
Q1 2026
as of
NewAir Products & Chemicals, Inc.$216.7K+746
746
0.04% of portfolio
low
Q1 2026
as of
TrimPepsico Inc$-194.1K-1K
-6.42%
18,213
0.56% of portfolio
low
Q1 2026
as of
TrimMcdonald'S Corp$-178.7K-575
-3.25%
17,116
1.06% of portfolio
low
Q1 2026
as of
TrimHoneywell International Inc$-175.2K-775
-1.83%
41,550
1.86% of portfolio
low
Q1 2026
as of
TrimAlphabet Inc.$-172.5K-600
-9.20%
5,920
0.34% of portfolio
low