INDEPENDENT INVESTORS INC

CIK

1121908

Location

NESCONSET, NY

Portfolio Value

Small $516,319,522

Diversification

Highly concentrated

Filing Date

Global Rank

#683 / 3,203 ▲ 1938

Top Industry

Consumer Electronics 57.8%

3Y Alpha vs SPY

-3.6%

Period ended 30 days ago

Filed Jul 16, 2026 · 14d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.3%

SPY

+65.3%

Annualised alpha

-1.4%

Max drawdown

−24.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

65 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

57.6%

+2.5 pts

Top 5

70.3%

+2.2 pts

Top 10

78.2%

+1.2 pts

HHI

3,389

Highly concentrated+270

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	65.3%	$337,380,307	9
Healthcare	10.8%	$55,587,908	11
Industrials	8.2%	$42,479,055	14
Financial Services	6.8%	$35,273,721	8
Consumer Defensive	2.7%	$13,916,033	5
Consumer Cyclical	2.2%	$11,105,171	6
Energy	1.9%	$9,721,096	4
Communication Services	1.1%	$5,773,765	2
Real Estate	0.4%	$2,248,993	2
Unclassified	0.3%	$1,717,332	2
Basic Materials	0.2%	$1,116,141	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−53,090	1,027,983	$297,457,160
HON	Honeywell International Inc	−21,177	20,373	$4,561,514
PEP	Pepsico Inc	−9,950	8,263	$1,118,810
ABT	Abbott Laboratories	−6,550	27,840	$2,526,201
WAT	Waters Corp /De/	−5,500	20,663	$7,749,451
PG	PROCTER & GAMBLE Co	−4,680	35,415	$5,193,255
ABBV	AbbVie Inc.	−4,400	40,274	$10,134,549
XOM	ExxonMobil Holdings Corp	−2,400	58,649	$8,018,491
BRK-B	Berkshire Hathaway Inc	−2,310	12,577	$6,293,405
MSFT	Microsoft Corp	−2,250	52,050	$19,415,691
CSCO	Cisco Systems, Inc.	−1,710	6,160	$723,553
JPM	Jpmorgan Chase & Co	−1,600	54,204	$17,742,595
GOOGL	Alphabet Inc.	−1,500	4,420	$1,579,575
CL	Colgate Palmolive Co	−1,200	26,833	$2,460,049
CVX	Chevron Corp	−1,150	5,440	$901,734
BMY	Bristol Myers Squibb Co	−1,000	25,438	$1,465,737
AXP	American Express Co	−1,000	11,000	$3,720,750
HD	Home Depot, Inc.	−985	5,016	$1,769,042
BA	Boeing Co	−900	29,457	$6,376,556
JNJ	Johnson & Johnson	−800	70,356	$17,868,313
GE	General Electric Co	−772	3,342	$1,249,005
QCOM	Qualcomm Inc/De	−700	33,592	$6,207,465
PFE	Pfizer Inc	−600	11,650	$280,532
UNP	Union Pacific Corp	−500	11,140	$3,030,080
NSC	Norfolk Southern Corp	−500	17,017	$5,353,378
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	5,373	$1,186,358
PSUS	Pershing Square USA, Ltd.	20,000	$747,600
SEG	Seaport Entertainment Group Inc.	7,584	$201,734
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
KVUE	Kenvue Inc.	38,249	$659,412
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 tracked positions · $516,319,522 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	1,027,983	-53,090	$297,457,160	+8.4%	57.61%
MSFT	Microsoft Corp Technology	Reduced	52,050	-2,250	$19,415,691	−3.4%	3.76%
JNJ	Johnson & Johnson Healthcare	Reduced	70,356	-800	$17,868,313	+2.7%	3.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	54,204	-1,600	$17,742,595	+8.1%	3.44%
AMGN	Amgen Inc Healthcare	Reduced	29,176	-300	$10,565,213	+1.9%	2.05%
ABBV	AbbVie Inc. Healthcare	Reduced	40,274	-4,400	$10,134,549	+4.3%	1.96%
XOM	ExxonMobil Holdings Corp Energy	Reduced	58,649	-2,400	$8,018,491	−22.6%	1.55%
WAT	Waters Corp /De/ Healthcare	Reduced	20,663	-5,500	$7,749,451	−0.5%	1.50%
NVDA	Nvidia Corp Technology	Reduced	38,260	-305	$7,655,443	+13.8%	1.48%
EMR	Emerson Electric Co Industrials	Held	48,896	0	$6,999,462	+9.3%	1.36%
BA	Boeing Co Industrials	Reduced	29,457	-900	$6,376,556	+5.5%	1.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	12,577	-2,310	$6,293,405	−11.8%	1.22%
QCOM	Qualcomm Inc/De Technology	Reduced	33,592	-700	$6,207,465	+40.6%	1.20%
NSC	Norfolk Southern Corp Industrials	Reduced	17,017	-500	$5,353,378	+6.5%	1.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	35,415	-4,680	$5,193,255	−10.3%	1.01%
DOV	DOVER Corp Industrials	Held	20,400	0	$4,575,312	+7.6%	0.89%
HON	Honeywell International Inc Industrials	Reduced	20,373	-21,177	$4,561,514	−51.4%	0.88%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	16,616	-500	$4,491,470	−15.6%	0.87%
ORCL	Oracle Corp Technology	Held	29,900	0	$4,381,845	−0.4%	0.85%
DIS	Walt Disney Co Communication Services	Reduced	43,576	-450	$4,194,190	−1.2%	0.81%
AXP	American Express Co Financial Services	Reduced	11,000	-1,000	$3,720,750	+2.5%	0.72%
GS	Goldman Sachs Group Inc Financial Services	Reduced	3,490	-150	$3,529,681	+14.6%	0.68%
UNP	Union Pacific Corp Industrials	Reduced	11,140	-500	$3,030,080	+7.3%	0.59%
KO	Coca Cola Co Consumer Defensive	Held	35,496	0	$2,884,759	+6.9%	0.56%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	9,749	0	$2,832,961	−15.8%	0.55%
NVS	Novartis AG Healthcare	Held	17,900	0	$2,805,288	+2.6%	0.54%
UPS	United Parcel Service Inc Industrials	Held	24,028	0	$2,583,010	+9.3%	0.50%
ABT	Abbott Laboratories Healthcare	Reduced	27,840	-6,550	$2,526,201	−28.5%	0.49%
NKE	NIKE, Inc. Consumer Cyclical	Held	60,000	0	$2,463,000	−22.3%	0.48%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	26,833	-1,200	$2,460,049	+3.0%	0.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,415	-450	$2,259,160	−20.9%	0.44%
HHH	Howard Hughes Holdings Inc. Real Estate	Held	28,637	0	$2,047,259	+13.0%	0.40%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,016	-985	$1,769,042	−10.4%	0.34%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,420	-1,500	$1,579,575	−7.2%	0.31%
URI	United Rentals, Inc. Industrials	Held	1,325	0	$1,501,079	+55.5%	0.29%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	25,438	-1,000	$1,465,737	−8.6%	0.28%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,922	-50	$1,435,291	+11.9%	0.28%
BAC	Bank Of America Corp /De/ Financial Services	Held	24,580	0	$1,400,568	+16.9%	0.27%
MS	Morgan Stanley Financial Services	Reduced	6,533	-250	$1,365,658	+22.3%	0.26%
GE	General Electric Co Industrials	Reduced	3,342	-772	$1,249,005	+7.0%	0.24%
HONA	Honeywell Aerospace Inc. Industrials	NEW	5,373	NEW	$1,186,358	NEW	0.23%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,263	-9,950	$1,118,810	−60.4%	0.22%
GEV	GE Vernova Inc. Industrials	Reduced	907	-89	$1,065,598	+22.6%	0.21%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	10,100	0	$969,398	−23.5%	0.19%
SYK	Stryker Corp Healthcare	Held	3,000	0	$944,520	−4.2%	0.18%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,230	-350	$926,854	+32.8%	0.18%
CVX	Chevron Corp Energy	Reduced	5,440	-1,150	$901,734	−33.9%	0.17%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Reduced	10,129	-200	$897,429	+14.1%	0.17%
LOW	Lowes Companies Inc Consumer Cyclical	Held	3,800	0	$837,862	−6.7%	0.16%
PSUS	Pershing Square USA, Ltd. Financial Services	NEW	20,000	NEW	$747,600	NEW	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.