Portfolio (Quarterly)
Guide ↗
INDEPENDENT INVESTORS INC
· CIK 0001121908| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 1,092,983.0 | $297.1M | 55.22% | NEW | — | $271.86 | +10.1% |
| 2 | MSFT | Microsoft Corporation | Technology | 54,300.0 | $26.3M | 4.88% | NEW | — | $483.62 | -12.0% |
| 3 | JPM | JPMorgan Chase & Co. | Financial Services | 56,804.0 | $18.3M | 3.40% | NEW | — | $322.22 | -6.8% |
| 4 | JNJ | Johnson & Johnson | Healthcare | 71,552.0 | $14.8M | 2.75% | NEW | — | $206.95 | +10.6% |
| 5 | ABBV | AbbVie Inc. | Healthcare | 45,174.0 | $10.3M | 1.92% | NEW | — | $228.49 | -8.2% |
| 6 | WAT | Waters Corporation | Healthcare | 26,163.0 | $9.9M | 1.85% | NEW | — | $379.83 | -13.2% |
| 7 | AMGN | Amgen Inc. | Healthcare | 29,651.0 | $9.7M | 1.80% | NEW | — | $327.31 | -1.4% |
| 8 | HON | Honeywell International Inc. | Industrials | 42,325.0 | $8.3M | 1.53% | NEW | — | $195.09 | +10.7% |
| 9 | — | Berkshire Hathaway Inc. Class B | — | 15,137.0 | $7.6M | 1.41% | NEW | — | $502.65 | — |
| 10 | XOM | Exxon Mobil Corporation | Energy | 61,849.0 | $7.4M | 1.38% | NEW | — | $120.34 | +32.8% |
| 11 | NVDA | NVIDIA Corporation | Technology | 38,565.0 | $7.2M | 1.34% | NEW | — | $186.50 | +18.5% |
| 12 | BA | Boeing Company | Industrials | 30,357.0 | $6.6M | 1.23% | NEW | — | $217.12 | +0.4% |
| 13 | EMR | Emerson Electric Co. | Industrials | 48,896.0 | $6.5M | 1.21% | NEW | — | $132.72 | -2.7% |
| 14 | PG | Procter & Gamble Company | Consumer Defensive | 41,603.0 | $6.0M | 1.11% | NEW | — | $143.31 | -1.1% |
| 15 | QCOM | Qualcomm Inc. | Technology | 34,292.0 | $5.9M | 1.09% | NEW | — | $171.05 | +15.6% |
| 16 | ORCL | Oracle Corporation | Technology | 29,900.0 | $5.8M | 1.08% | NEW | — | $194.91 | -5.2% |
| 17 | MCD | McDonald's Corporation | Consumer Cyclical | 17,691.0 | $5.4M | 1.00% | NEW | — | $305.63 | -7.6% |
| 18 | DIS | Walt Disney Company | Communication Services | 45,401.0 | $5.2M | 0.96% | NEW | — | $113.77 | -9.5% |
| 19 | NSC | Norfolk Southern Corporation | Industrials | 17,517.0 | $5.1M | 0.94% | NEW | — | $288.72 | +9.6% |
| 20 | AXP | American Express Company | Financial Services | 12,000.0 | $4.4M | 0.82% | NEW | — | $369.95 | -16.6% |
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%