Portfolio (Quarterly)
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INDEPENDENT INVESTORS INC
· CIK 0001121908| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | SPY | SPDR S&P 500 ETF | Financial Services | 1,972.0 | $1.3M | 0.25% | NEW | — | $681.92 | +7.7% |
| 42 | GE | GE Aerospace | Industrials | 4,239.0 | $1.3M | 0.24% | NEW | — | $308.03 | -7.6% |
| 43 | MS | Morgan Stanley | Financial Services | 6,983.0 | $1.2M | 0.23% | NEW | — | $177.53 | +7.0% |
| 44 | URI | United Rentals, Inc. | Industrials | 1,325.0 | $1.1M | 0.20% | NEW | — | $809.32 | +14.5% |
| 45 | SYK | Stryker Corporation | Healthcare | 3,000.0 | $1.1M | 0.20% | NEW | — | $351.47 | -11.0% |
| 46 | CVX | Chevron Corporation | Energy | 6,840.0 | $1.0M | 0.19% | NEW | — | $152.41 | +27.3% |
| 47 | UNH | UnitedHealth Group Incorporated | Healthcare | 2,845.0 | $939K | 0.17% | NEW | — | $330.11 | +17.9% |
| 48 | LOW | Lowe's Companies, Inc. | Consumer Cyclical | 3,800.0 | $916K | 0.17% | NEW | — | $241.16 | -10.6% |
| 49 | JEPI | JPMorgan Equity Premium Income ETF | — | 15,211.0 | $871K | 0.16% | NEW | — | $57.24 | -2.2% |
| 50 | UBER | Uber Technologies Inc | Technology | 9,115.0 | $745K | 0.14% | NEW | — | $81.71 | -8.7% |
| 51 | IBM | International Business Machines Corporation | Technology | 2,350.0 | $696K | 0.13% | NEW | — | $296.21 | -24.5% |
| 52 | PCT | PureCycle Technologies, Inc. | Industrials | 80,867.0 | $695K | 0.13% | NEW | — | $8.59 | +43.8% |
| 53 | KVUE | Kenvue Inc. | Consumer Defensive | 39,219.0 | $677K | 0.13% | NEW | — | $17.25 | -1.0% |
| 54 | GEV | GE Vernova Inc. | Utilities | 1,027.0 | $671K | 0.12% | NEW | — | $653.57 | +52.2% |
| 55 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 2,770.0 | $639K | 0.12% | NEW | — | $230.82 | +12.9% |
| 56 | CSCO | Cisco Systems, Inc. | Technology | 8,270.0 | $637K | 0.12% | NEW | — | $77.03 | +53.1% |
| 57 | CRWD | CrowdStrike Holdings, Inc. | Technology | 1,320.0 | $619K | 0.12% | NEW | — | $468.76 | +32.5% |
| 58 | JEPQ | JPMorgan NASDAQ Equity Premium Income ETF | — | 9,120.0 | $530K | 0.10% | NEW | — | $58.12 | +2.7% |
| 59 | KMI | Kinder Morgan, Inc. | Energy | 19,116.0 | $525K | 0.10% | NEW | — | $27.49 | +22.5% |
| 60 | SOLS | Solstice Advanced Materials Inc. | Basic Materials | 10,578.0 | $514K | 0.10% | NEW | — | $48.58 | +67.0% |
① 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
65.5%
Healthcare
10.6%
Industrials
7.9%
Financial Services
5.9%
Consumer Defensive
3.2%
Consumer Cyclical
2.7%
Communication Services
1.9%
Energy
1.7%
Real Estate
0.4%
Utilities
0.1%