INDEPENDENT INVESTORS INC — 13F Holdings & Portfolio

CIK 1121908 · latest 13F-HR filed 2026-04-17

INDEPENDENT INVESTORS INC manages $503.6M in 13F-reported U.S. long-equity assets across 70 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (54.48%), MSFT (3.99%), JNJ (3.45%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 18, and trimmed 34.

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.

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AUM

$503.6M

Long-equity book

Holdings

70

Distinct positions

Period

2026-03-31

Filed 2026-04-17

Q/Q Activity

+2 / −1 / ↑18 / ↓34

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Exxon Mobil Corporation$2.9M +39.2%
  • Johnson & Johnson$2.6M +17.5%
  • Honeywell International Inc.$1.1M +13.7%
  • Amgen Inc.$666.1K +6.9%
  • L3Harris Technologies, Inc.$502.9K +17.6%
Show all 18

Top Trims

  • Apple Inc.-$22.8M -7.7%
  • Microsoft Corporation-$6.2M -23.5%
  • Waters Corporation-$2.1M -21.6%
  • JPMorgan Chase & Co.-$1.9M -10.3%
  • Qualcomm Inc.-$1.4M -24.7%
Show all 34

New Positions

  • SLB N.V.$227.4K
  • Air Products and Chemicals, Inc.$216.7K
Show all 2

Exited Positions

  • BlackRock, Inc.$240.8K
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 $274.4M 54.48% 1,081,073 SH
2 Microsoft Corporation MSFT 594918104 $20.1M 3.99% 54,300 SH
3 Johnson & Johnson JNJ 478160104 $17.4M 3.45% 71,156 SH
4 JPMorgan Chase & Co. JPM 46625H100 $16.4M 3.26% 55,804 SH
5 Amgen Inc. AMGN 031162100 $10.4M 2.06% 29,476 SH
6 Exxon Mobil Corporation XOM 30231G102 $10.4M 2.06% 61,049 SH
7 AbbVie Inc. ABBV 00287Y109 $9.7M 1.93% 44,674 SH
8 Honeywell International Inc. HON 438516106 $9.4M 1.86% 41,550 SH
9 Waters Corporation WAT 941848103 $7.8M 1.55% 26,163 SH
10 Berkshire Hathaway Inc. Class B BRK.B 084670702 $7.1M 1.42% 14,887 SH
11 NVIDIA Corporation NVDA 67066G104 $6.7M 1.34% 38,565 SH
12 Emerson Electric Co. EMR 291011104 $6.4M 1.27% 48,896 SH
13 Boeing Company BA 097023105 $6.0M 1.20% 30,357 SH
14 Procter & Gamble Company PG 742718109 $5.8M 1.15% 40,095 SH
15 McDonald's Corporation MCD 580135101 $5.3M 1.06% 17,116 SH
16 Norfolk Southern Corporation NSC 655844108 $5.0M 1.00% 17,517 SH
17 Qualcomm Inc. QCOM 747525103 $4.4M 0.88% 34,292 SH
18 Oracle Corporation ORCL 68389X105 $4.4M 0.87% 29,900 SH
19 Dover Corporation DOV 260003108 $4.3M 0.84% 20,400 SH
20 Walt Disney Company DIS 254687106 $4.2M 0.84% 44,026 SH
21 American Express Company AXP 025816109 $3.6M 0.72% 12,000 SH
22 Abbott Laboratories ABT 002824100 $3.5M 0.70% 34,390 SH
23 L3Harris Technologies, Inc. LHX 502431109 $3.4M 0.67% 9,749 SH
24 Nike, Inc. NKE 654106103 $3.2M 0.63% 60,000 SH
25 Goldman Sachs Group, Inc. GS 38141G104 $3.1M 0.61% 3,640 SH
26 Costco Wholesale Corporation COST 22160K105 $2.9M 0.57% 2,865 SH
27 PepsiCo, Inc. PEP 713448108 $2.8M 0.56% 18,213 SH
28 Union Pacific Corporation UNP 907818108 $2.8M 0.56% 11,640 SH
29 Novartis AG NVS 66987V109 $2.7M 0.54% 17,900 SH
30 Coca-Cola Company KO 191216100 $2.7M 0.54% 35,496 SH
31 Alphabet Inc. Class C GOOG 02079K107 $2.7M 0.53% 9,290 SH
32 Colgate-Palmolive Company CL 194162103 $2.4M 0.47% 28,033 SH
33 United Parcel Service, Inc. UPS 911312106 $2.4M 0.47% 24,028 SH
34 Home Depot, Inc. HD 437076102 $2.0M 0.39% 6,001 SH
35 Howard Hughes Holdings HHH 44267T102 $1.8M 0.36% 28,637 SH
36 Alphabet Inc. Class A GOOGL 02079K305 $1.7M 0.34% 5,920 SH
37 Bristol-Myers Squibb Company BMY 110122108 $1.6M 0.32% 26,438 SH
38 iShares Core S&P 500 ETF IVV 464287200 $1.4M 0.27% 2,106 SH
39 Chevron Corporation CVX 166764100 $1.4M 0.27% 6,590 SH
40 SPDR S&P 500 ETF SPY 78462F103 $1.3M 0.25% 1,972 SH
41 Alibaba Group Holding Ltd ADS BABA 01609W102 $1.3M 0.25% 10,100 SH
42 Bank of America Corporation BAC 060505104 $1.2M 0.24% 24,580 SH
43 GE Aerospace GE 369604301 $1.2M 0.23% 4,114 SH
44 Morgan Stanley MS 617446448 $1.1M 0.22% 6,783 SH
45 Stryker Corporation SYK 863667101 $985.8K 0.20% 3,000 SH
46 United Rentals, Inc. URI 911363109 $965.3K 0.19% 1,325 SH
47 Lowe's Companies, Inc. LOW 548661107 $897.9K 0.18% 3,800 SH
48 GE Vernova Inc. GEV 36828A101 $869.4K 0.17% 996 SH
49 JPMorgan Equity Premium Income ETF JEPI 46641Q332 $862.2K 0.17% 15,211 SH
50 Solstice Advanced Materials Inc. SOLS 83443Q103 $786.7K 0.16% 10,329 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-17 $503.6M 70 0001104659-26-044706
2025-12-31 2026-01-15 $538.1M 69 0001104659-26-004034