Portfolio (Quarterly)
Guide ↗
INDEPENDENT INVESTORS INC
· CIK 0001121908| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | V | Visa Inc. | Financial Services | 1,380.0 | $484K | 0.09% | NEW | — | $350.71 | -7.1% |
| 62 | ETN | Eaton Corporation PLC | Industrials | 1,200.0 | $382K | 0.07% | NEW | — | $318.51 | +25.4% |
| 63 | PFE | Pfizer Inc. | Healthcare | 12,250.0 | $305K | 0.06% | NEW | — | $24.90 | +1.7% |
| 64 | INDA | iShares MSCI India ETF | — | 5,620.0 | $304K | 0.06% | NEW | — | $54.05 | -11.5% |
| 65 | IJK | iShares S&P Mid-Cap 400 Growth ETF | — | 2,800.0 | $271K | 0.05% | NEW | — | $96.88 | +13.2% |
| 66 | MRK | Merck & Co., Inc. | Healthcare | 2,500.0 | $263K | 0.05% | NEW | — | $105.26 | +5.8% |
| 67 | BLK | BlackRock, Inc. | Financial Services | 225.0 | $241K | 0.04% | NEW | — | $1070.34 | +1.1% |
| 68 | QQQ | Invesco QQQ Trust | Financial Services | 383.0 | $235K | 0.04% | NEW | — | $614.31 | +14.9% |
| 69 | METV | Metaverse Roundhill Ball ETF | — | 10,000.0 | $188K | 0.04% | NEW | — | $18.78 | -0.5% |
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%