INDEPENDENT INVESTORS INC — 13F Holdings & Portfolio
CIK 1121908 · latest 13F-HR filed 2026-07-16
INDEPENDENT INVESTORS INC manages $523.6M in 13F-reported U.S. long-equity assets across 73 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (56.81%), MSFT (3.71%), JNJ (3.41%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 1, added to 33, and trimmed 19.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
NESCONSET, NY 11767
$523.6M
Long-equity book
73
Distinct positions
2026-06-30
Filed 2026-07-16
+4 / −1 / ↑33 / ↓19
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Apple Inc.$23.1M +8.4%
- Qualcomm Inc.$1.8M +40.6%
- JPMorgan Chase & Co.$1.3M +8.1%
- NVIDIA Corporation$929.7K +13.8%
- Emerson Electric Co.$593.1K +9.3%
Top Trims
- Honeywell International Inc.-$4.8M -51.4%
- Exxon Mobil Corporation-$2.3M -22.6%
- PepsiCo, Inc.-$1.7M -60.4%
- Abbott Laboratories-$1.0M -28.5%
- Berkshire Hathaway Inc. Class B-$840.4K -11.8%
New Positions
- Honeywell Aerospace Inc.$1.2M
- Pershing Square USA, Ltd.$747.6K
- Vanguard Emerging Markets ETF$217.9K
- Seaport Entertainment Group Inc.$201.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Apple Inc. | AAPL | 037833100 | $297.5M | 56.81% | 1,027,983 | SH |
| 2 | Microsoft Corporation | MSFT | 594918104 | $19.4M | 3.71% | 52,050 | SH |
| 3 | Johnson & Johnson | JNJ | 478160104 | $17.9M | 3.41% | 70,356 | SH |
| 4 | JPMorgan Chase & Co. | JPM | 46625H100 | $17.7M | 3.39% | 54,204 | SH |
| 5 | Amgen Inc. | AMGN | 031162100 | $10.6M | 2.02% | 29,176 | SH |
| 6 | AbbVie Inc. | ABBV | 00287Y109 | $10.1M | 1.94% | 40,274 | SH |
| 7 | Exxon Mobil Corporation | XOM | 30231G102 | $8.0M | 1.53% | 58,649 | SH |
| 8 | Waters Corporation | WAT | 941848103 | $7.7M | 1.48% | 20,663 | SH |
| 9 | NVIDIA Corporation | NVDA | 67066G104 | $7.7M | 1.46% | 38,260 | SH |
| 10 | Emerson Electric Co. | EMR | 291011104 | $7.0M | 1.34% | 48,896 | SH |
| 11 | Boeing Company | BA | 097023105 | $6.4M | 1.22% | 29,457 | SH |
| 12 | Berkshire Hathaway Inc. Class B | BRK.B | 084670702 | $6.3M | 1.20% | 12,577 | SH |
| 13 | Qualcomm Inc. | QCOM | 747525103 | $6.2M | 1.19% | 33,592 | SH |
| 14 | Norfolk Southern Corporation | NSC | 655844108 | $5.4M | 1.02% | 17,017 | SH |
| 15 | Procter & Gamble Company | PG | 742718109 | $5.2M | 0.99% | 35,415 | SH |
| 16 | Dover Corporation | DOV | 260003108 | $4.6M | 0.87% | 20,400 | SH |
| 17 | Honeywell International Inc. | HON | 438516106 | $4.6M | 0.87% | 20,373 | SH |
| 18 | McDonald's Corporation | MCD | 580135101 | $4.5M | 0.86% | 16,616 | SH |
| 19 | Oracle Corporation | ORCL | 68389X105 | $4.4M | 0.84% | 29,900 | SH |
| 20 | Walt Disney Company | DIS | 254687106 | $4.2M | 0.80% | 43,576 | SH |
| 21 | American Express Company | AXP | 025816109 | $3.7M | 0.71% | 11,000 | SH |
| 22 | Goldman Sachs Group, Inc. | GS | 38141G104 | $3.5M | 0.67% | 3,490 | SH |
| 23 | Union Pacific Corporation | UNP | 907818108 | $3.0M | 0.58% | 11,140 | SH |
| 24 | Coca-Cola Company | KO | 191216100 | $2.9M | 0.55% | 35,496 | SH |
| 25 | L3Harris Technologies, Inc. | LHX | 502431109 | $2.8M | 0.54% | 9,749 | SH |
| 26 | Novartis AG | NVS | 66987V109 | $2.8M | 0.54% | 17,900 | SH |
| 27 | Alphabet Inc. Class C | GOOG | 02079K107 | $2.8M | 0.53% | 7,790 | SH |
| 28 | United Parcel Service, Inc. | UPS | 911312106 | $2.6M | 0.49% | 24,028 | SH |
| 29 | Abbott Laboratories | ABT | 002824100 | $2.5M | 0.48% | 27,840 | SH |
| 30 | Nike, Inc. | NKE | 654106103 | $2.5M | 0.47% | 60,000 | SH |
| 31 | Colgate-Palmolive Company | CL | 194162103 | $2.5M | 0.47% | 26,833 | SH |
| 32 | Costco Wholesale Corporation | COST | 22160K105 | $2.3M | 0.43% | 2,415 | SH |
| 33 | Howard Hughes Holdings | HHH | 44267T102 | $2.0M | 0.39% | 28,637 | SH |
| 34 | Home Depot, Inc. | HD | 437076102 | $1.8M | 0.34% | 5,016 | SH |
| 35 | Alphabet Inc. Class A | GOOGL | 02079K305 | $1.6M | 0.30% | 4,420 | SH |
| 36 | iShares Core S&P 500 ETF | IVV | 464287200 | $1.6M | 0.30% | 2,106 | SH |
| 37 | United Rentals, Inc. | URI | 911363109 | $1.5M | 0.29% | 1,325 | SH |
| 38 | Bristol-Myers Squibb Company | BMY | 110122108 | $1.5M | 0.28% | 25,438 | SH |
| 39 | SPDR S&P 500 ETF | SPY | 78462F103 | $1.4M | 0.27% | 1,922 | SH |
| 40 | Bank of America Corporation | BAC | 060505104 | $1.4M | 0.27% | 24,580 | SH |
| 41 | Morgan Stanley | MS | 617446448 | $1.4M | 0.26% | 6,533 | SH |
| 42 | GE Aerospace | GE | 369604301 | $1.2M | 0.24% | 3,342 | SH |
| 43 | Honeywell Aerospace Inc. | HONA | 43849R105 | $1.2M | 0.23% | 5,373 | SH |
| 44 | PepsiCo, Inc. | PEP | 713448108 | $1.1M | 0.21% | 8,263 | SH |
| 45 | GE Vernova Inc. | GEV | 36828A101 | $1.1M | 0.20% | 907 | SH |
| 46 | Alibaba Group Holding Ltd ADS | BABA | 01609W102 | $969.4K | 0.19% | 10,100 | SH |
| 47 | CrowdStrike Holdings, Inc. | CRWD | 22788C105 | $950.1K | 0.18% | 1,245 | SH |
| 48 | Stryker Corporation | SYK | 863667101 | $944.5K | 0.18% | 3,000 | SH |
| 49 | UnitedHealth Group Incorporated | UNH | 91324P102 | $926.9K | 0.18% | 2,230 | SH |
| 50 | Chevron Corporation | CVX | 166764100 | $901.7K | 0.17% | 5,440 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-16 | $523.6M | 73 | 0001104659-26-084135 |
| 2026-03-31 | 2026-04-17 | $503.6M | 70 | 0001104659-26-044706 |
| 2025-12-31 | 2026-01-15 | $538.1M | 69 | 0001104659-26-004034 |