Portfolio (Quarterly)
Guide ↗
INDEPENDENT INVESTORS INC
· CIK 0001121908| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | PCT | PureCycle Technologies, Inc. | Industrials | 80,567.0 | $418K | 0.08% | — | — | $5.19 | +138.7% |
| 62 | V | Visa Inc. | Financial Services | 1,380.0 | $417K | 0.08% | — | — | $302.24 | +6.7% |
| 63 | PFE | Pfizer Inc. | Healthcare | 12,250.0 | $344K | 0.07% | — | — | $28.08 | -8.3% |
| 64 | MRK | Merck & Co., Inc. | Healthcare | 2,500.0 | $301K | 0.06% | — | — | $120.29 | -5.7% |
| 65 | IJK | iShares S&P Mid-Cap 400 Growth ETF | — | 2,800.0 | $282K | 0.06% | — | — | $100.62 | +9.7% |
| 66 | SLB | SLB N.V. | Energy | 4,425.0 | $227K | 0.04% | NEW | — | $51.39 | +8.5% |
| 67 | QQQ | Invesco QQQ Trust | Financial Services | 383.0 | $221K | 0.04% | — | — | $577.18 | +22.8% |
| 68 | APD | Air Products and Chemicals, Inc. | Basic Materials | 746.0 | $217K | 0.04% | NEW | — | $290.49 | +1.7% |
| 69 | INDA | iShares MSCI India ETF | — | 4,620.0 | $216K | 0.04% | -1K | -17.8% | $46.84 | +2.5% |
| 70 | METV | Metaverse Roundhill Ball ETF | — | 10,000.0 | $159K | 0.03% | — | — | $15.93 | +16.7% |
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
63.3%
Healthcare
11.3%
Industrials
8.7%
Financial Services
5.5%
Consumer Defensive
3.5%
Consumer Cyclical
2.7%
Energy
2.6%
Communication Services
1.7%
Real Estate
0.4%
Basic Materials
0.2%