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.

Filer Information
Address
181 SMITHTOWN BLVD
NESCONSET, NY 11767
Phone
(631) 979-2142
Filing Manager
INDEPENDENT INVESTORS INC
NESCONSET, NY
Signatory
Margaret E. Moloney
President
Loading holdings…
AUM

$523.6M

Long-equity book

Holdings

73

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+4 / −1 / ↑33 / ↓19

vs 2026-03-31

Firm Profile & Key People
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%
Show all 33

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%
Show all 19

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
Show all 4

Exited Positions

  • Kenvue Inc.$659.4K
Show all 1
All Holdings

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
Filing History
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