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 | 1,027,983.0 | $297.5M | 56.81% | -53K | -4.9% | $289.36 | +7.3% |
| 2 | MSFT | Microsoft Corporation | Technology | 52,050.0 | $19.4M | 3.71% | -2K | -4.1% | $373.02 | +30.6% |
| 3 | JNJ | Johnson & Johnson | Healthcare | 70,356.0 | $17.9M | 3.41% | -800.0 | -1.1% | $253.97 | +7.5% |
| 4 | JPM | JPMorgan Chase & Co. | Financial Services | 54,204.0 | $17.7M | 3.39% | -2K | -2.9% | $327.33 | +8.9% |
| 5 | AMGN | Amgen Inc. | Healthcare | 29,176.0 | $10.6M | 2.02% | -300.0 | -1.0% | $362.12 | +22.6% |
| 6 | ABBV | AbbVie Inc. | Healthcare | 40,274.0 | $10.1M | 1.94% | -4K | -9.8% | $251.64 | +5.1% |
| 7 | XOM | Exxon Mobil Corporation | Energy | 58,649.0 | $8.0M | 1.53% | -2K | -3.9% | $136.72 | +20.0% |
| 8 | WAT | Waters Corporation | Healthcare | 20,663.0 | $7.7M | 1.48% | -6K | -21.0% | $375.04 | +9.5% |
| 9 | NVDA | NVIDIA Corporation | Technology | 38,260.0 | $7.7M | 1.46% | -305.0 | -0.8% | $200.09 | +4.2% |
| 10 | EMR | Emerson Electric Co. | Industrials | 48,896.0 | $7.0M | 1.34% | — | — | $143.15 | +10.1% |
| 11 | BA | Boeing Company | Industrials | 29,457.0 | $6.4M | 1.22% | -900.0 | -3.0% | $216.47 | -2.8% |
| 12 | — | Berkshire Hathaway Inc. Class B | — | 12,577.0 | $6.3M | 1.20% | -2K | -15.5% | $500.39 | — |
| 13 | QCOM | Qualcomm Inc. | Technology | 33,592.0 | $6.2M | 1.19% | -700.0 | -2.0% | $184.79 | -14.2% |
| 14 | NSC | Norfolk Southern Corporation | Industrials | 17,017.0 | $5.4M | 1.02% | -500.0 | -2.9% | $314.59 | +12.2% |
| 15 | PG | Procter & Gamble Company | Consumer Defensive | 35,415.0 | $5.2M | 0.99% | -5K | -11.7% | $146.64 | -0.0% |
| 16 | DOV | Dover Corporation | Industrials | 20,400.0 | $4.6M | 0.87% | — | — | $224.28 | -9.2% |
| 17 | HON | Honeywell International Inc. | Industrials | 20,373.0 | $4.6M | 0.87% | -21K | -51.0% | $223.90 | -4.1% |
| 18 | MCD | McDonald's Corporation | Consumer Cyclical | 16,616.0 | $4.5M | 0.86% | -500.0 | -2.9% | $270.31 | +0.8% |
| 19 | ORCL | Oracle Corporation | Technology | 29,900.0 | $4.4M | 0.84% | — | — | $146.55 | -2.8% |
| 20 | DIS | Walt Disney Company | Communication Services | 43,576.0 | $4.2M | 0.80% | -450.0 | -1.0% | $96.25 | +14.9% |
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
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%