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Portfolio (Quarterly) Guide ↗

INDEPENDENT INVESTORS INC

· CIK 0001121908
13F Portfolio $503.6B AUM 70 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 33 Reduced 1 Exited
Page 1 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL Apple Inc. Technology 1,081,073.0 $274.4M 54.48% -12K -1.1% $253.79 +18.3%
2 MSFT Microsoft Corporation Technology 54,300.0 $20.1M 3.99% $370.17 +10.6%
3 JNJ Johnson & Johnson Healthcare 71,156.0 $17.4M 3.45% -396.0 -0.6% $244.44 -5.6%
4 JPM JPMorgan Chase & Co. Financial Services 55,804.0 $16.4M 3.26% -1K -1.8% $294.16 +2.0%
5 AMGN Amgen Inc. Healthcare 29,476.0 $10.4M 2.06% -175.0 -0.6% $351.85 -7.3%
6 XOM Exxon Mobil Corporation Energy 61,049.0 $10.4M 2.06% -800.0 -1.3% $169.66 -9.9%
7 ABBV AbbVie Inc. Healthcare 44,674.0 $9.7M 1.93% -500.0 -1.1% $217.49 -3.3%
8 HON Honeywell International Inc. Industrials 41,550.0 $9.4M 1.86% -775.0 -1.8% $226.03 -3.7%
9 WAT Waters Corporation Healthcare 26,163.0 $7.8M 1.55% $297.80 +11.9%
10 Berkshire Hathaway Inc. Class B 14,887.0 $7.1M 1.42% -250.0 -1.6% $479.20
11 NVDA NVIDIA Corporation Technology 38,565.0 $6.7M 1.34% $174.40 +35.2%
12 EMR Emerson Electric Co. Industrials 48,896.0 $6.4M 1.27% $131.02 +5.2%
13 BA Boeing Company Industrials 30,357.0 $6.0M 1.20% $199.03 +10.8%
14 PG Procter & Gamble Company Consumer Defensive 40,095.0 $5.8M 1.15% -2K -3.6% $144.44 -1.2%
15 MCD McDonald's Corporation Consumer Cyclical 17,116.0 $5.3M 1.06% -575.0 -3.2% $310.79 -11.5%
16 NSC Norfolk Southern Corporation Industrials 17,517.0 $5.0M 1.00% $287.00 +10.7%
17 QCOM Qualcomm Inc. Technology 34,292.0 $4.4M 0.88% $128.78 +55.4%
18 ORCL Oracle Corporation Technology 29,900.0 $4.4M 0.87% $147.11 +33.0%
19 DOV Dover Corporation Industrials 20,400.0 $4.3M 0.84% -200.0 -1.0% $208.45 +2.8%
20 DIS Walt Disney Company Communication Services 44,026.0 $4.2M 0.84% -1K -3.0% $96.38 +9.4%
Page 1 of 4  ·  70 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 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%