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Portfolio (Quarterly) Guide ↗

INDEPENDENT INVESTORS INC

· CIK 0001121908
13F Portfolio $524M AUM 73 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 43 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Honeywell Aerospace Inc. 5,373.0 $1.2M 0.23% NEW $221.08
2 Pershing Square USA, Ltd. 20,000.0 $748K 0.14% NEW $37.38
3 VWO Vanguard Emerging Markets ETF 3,650.0 $218K 0.04% NEW $59.69 +0.5%
4 SEG Seaport Entertainment Group Inc. Real Estate 7,584.0 $202K 0.04% NEW $26.60 +2.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 66.4%
Healthcare 10.9%
Industrials 7.9%
Financial Services 5.9%
Consumer Defensive 2.7%
Consumer Cyclical 2.2%
Energy 1.9%
Communication Services 1.1%
Real Estate 0.4%
Basic Materials 0.2%