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Portfolio (Quarterly) Guide ↗

INDEPENDENT INVESTORS INC

· CIK 0001121908
13F Portfolio $538M AUM 69 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New
Page 1 of 4  ·  69 positions
# 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%
Page 1 of 4  ·  69 positions

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%