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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
Page 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AXP American Express Company Financial Services 11,000.0 $3.7M 0.71% -1K -8.3% $338.25 -0.3%
22 GS Goldman Sachs Group, Inc. Financial Services 3,490.0 $3.5M 0.67% -150.0 -4.1% $1011.37 +2.5%
23 UNP Union Pacific Corporation Industrials 11,140.0 $3.0M 0.58% -500.0 -4.3% $272.00 +13.9%
24 KO Coca-Cola Company Consumer Defensive 35,496.0 $2.9M 0.55% $81.27 +13.2%
25 LHX L3Harris Technologies, Inc. Industrials 9,749.0 $2.8M 0.54% $290.59 -9.6%
26 NVS Novartis AG Healthcare 17,900.0 $2.8M 0.54% $156.72 +0.8%
27 GOOG Alphabet Inc. Class C 7,790.0 $2.8M 0.53% -2K -16.1% $353.33
28 UPS United Parcel Service, Inc. Industrials 24,028.0 $2.6M 0.49% $107.50 -4.4%
29 ABT Abbott Laboratories Healthcare 27,840.0 $2.5M 0.48% -7K -19.1% $90.74 +28.6%
30 NKE Nike, Inc. Consumer Cyclical 60,000.0 $2.5M 0.47% $41.05 -0.7%
31 CL Colgate-Palmolive Company Consumer Defensive 26,833.0 $2.5M 0.47% -1K -4.3% $91.68 +0.9%
32 COST Costco Wholesale Corporation Consumer Defensive 2,415.0 $2.3M 0.43% -450.0 -15.7% $935.47 +3.8%
33 HHH Howard Hughes Holdings Real Estate 28,637.0 $2.0M 0.39% $71.49 -6.6%
34 HD Home Depot, Inc. Consumer Cyclical 5,016.0 $1.8M 0.34% -985.0 -16.4% $352.68 -4.3%
35 GOOGL Alphabet Inc. Class A Communication Services 4,420.0 $1.6M 0.30% -2K -25.3% $357.37 -2.6%
36 IVV iShares Core S&P 500 ETF 2,106.0 $1.6M 0.30% $748.89 +2.4%
37 URI United Rentals, Inc. Industrials 1,325.0 $1.5M 0.29% $1132.89 -4.4%
38 BMY Bristol-Myers Squibb Company Healthcare 25,438.0 $1.5M 0.28% -1K -3.8% $57.62 +16.8%
39 SPY SPDR S&P 500 ETF Financial Services 1,922.0 $1.4M 0.27% -50.0 -2.5% $746.77 +2.2%
40 BAC Bank of America Corporation Financial Services 24,580.0 $1.4M 0.27% $56.98 +9.4%
Page 2 of 4  ·  73 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 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%