2026 Q2 Portfolio Activity
In 2026 Q2, INDEPENDENT INVESTORS INC maintained a portfolio of 74 distinct positions. The most significant new addition was Honeywell Aerospace Inc., now representing 0.23% of the total fund value. The fund also reduced its exposure to Honeywell International Inc. by 51.0%.
Position History
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Total Positions
74
Quarter
2026 Q2
Top Holding
AAPL (56.8%)
Top 10 Concentration
77.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 74
INDEPENDENT INVESTORS INC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
Apple Inc.
|
Technology | 56.81% | 54.48% |
#1
Prev: #1
|
6.5 |
—
|
-53,090 | -4.9% |
P
S
|
1,027,983 | $297,457,161 | 2004 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
MSFT
Microsoft Corpo...
|
Technology | 3.71% | 3.99% |
#2
Prev: #2
|
3.5 |
—
|
-2,250 | -4.1% |
P
S
|
52,050 | $19,415,691 | 2002 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 3.41% | 3.45% |
#3
Prev: #3
|
2.9 |
—
|
-800 | -1.1% |
P
S
|
70,356 | $17,868,313 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 3.39% | 3.26% |
#4
Prev: #4
|
2.4 |
—
|
-1,600 | -2.9% |
P
S
|
54,204 | $17,742,595 | 2002 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AMGN
Amgen Inc.
|
Healthcare | 2.02% | 2.06% |
#5
Prev: #5
|
1.8 |
—
|
-300 | -1.0% |
P
S
|
29,176 | $10,565,213 | 2001 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
ABBV
AbbVie Inc.
|
Healthcare | 1.94% | 1.93% |
#6
1
Prev: #7
|
1.3 |
—
|
-4,400 | -9.8% |
P
S
|
40,274 | $10,134,549 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
XOM
Exxon Mobil Cor...
|
Energy | 1.53% | 2.06% |
#7
1
Prev: #6
|
1.1 |
—
|
-2,400 | -3.9% |
P
S
|
58,649 | $8,018,491 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
WAT
Waters Corporat...
|
Healthcare | 1.48% | 1.55% |
#8
1
Prev: #9
|
0.6 |
—
|
-5,500 | -21.0% |
P
S
|
20,663 | $7,749,452 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
NVDA
NVIDIA Corporat...
|
Technology | 1.46% | 1.34% |
#9
2
Prev: #11
|
1.1 |
—
|
-305 | -0.8% |
P
S
|
38,260 | $7,655,443 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
EMR
Emerson Electri...
|
Industrials | 1.34% | 1.27% |
#10
2
Prev: #12
|
1.5 |
—
|
no change | no change |
P
S
|
48,896 | $6,999,462 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BA
Boeing Company
|
Industrials | 1.22% | 1.20% |
#11
2
Prev: #13
|
1.0 |
—
|
-900 | -3.0% |
P
S
|
29,457 | $6,376,557 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 1.20% | 1.42% |
#12
2
Prev: #10
|
1.0 |
—
|
-2,310 | -15.5% |
P
S
|
12,577 | $6,293,405 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
QCOM
Qualcomm Inc.
|
Technology | 1.19% | 0.88% |
#13
4
Prev: #17
|
1.0 |
—
|
-700 | -2.0% |
P
S
|
33,592 | $6,207,466 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
NSC
Norfolk Souther...
|
Industrials | 1.02% | 1.00% |
#14
2
Prev: #16
|
0.9 |
—
|
-500 | -2.9% |
P
S
|
17,017 | $5,353,378 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
PG
Procter & Gambl...
|
Consumer Defensive | 0.99% | 1.15% |
#15
1
Prev: #14
|
0.9 |
—
|
-4,680 | -11.7% |
P
S
|
35,415 | $5,193,256 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DOV
Dover Corporati...
|
Industrials | 0.87% | 0.84% |
#16
3
Prev: #19
|
1.3 |
—
|
no change | no change |
P
S
|
20,400 | $4,575,312 | 2003 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
HON
Honeywell Inter...
|
Industrials | 0.87% | 1.86% |
#17
9
Prev: #8
|
0.3 |
—
|
-21,177 | -51.0% |
P
S
|
20,373 | $4,561,515 | 2000 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
MCD
McDonald's Corp...
|
Consumer Cyclical | 0.86% | 1.06% |
#18
3
Prev: #15
|
0.8 |
—
|
-500 | -2.9% |
P
S
|
16,616 | $4,491,471 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
ORCL
Oracle Corporat...
|
Technology | 0.84% | 0.87% |
#19
1
Prev: #18
|
1.3 |
—
|
no change | no change |
P
S
|
29,900 | $4,381,845 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DIS
Walt Disney Com...
|
Communication Services | 0.80% | 0.84% |
#20
Prev: #20
|
0.8 |
—
|
-450 | -1.0% |
P
S
|
43,576 | $4,194,190 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AXP
American Expres...
|
Financial Services | 0.71% | 0.72% |
#21
Prev: #21
|
0.8 |
—
|
-1,000 | -8.3% |
P
S
|
11,000 | $3,720,750 | 2001 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
GS
Goldman Sachs G...
|
Financial Services | 0.67% | 0.61% |
#22
3
Prev: #25
|
0.8 |
—
|
-150 | -4.1% |
P
S
|
3,490 | $3,529,681 | 2004 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
UNP
Union Pacific C...
|
Industrials | 0.58% | 0.56% |
#23
5
Prev: #28
|
0.7 |
—
|
-500 | -4.3% |
P
S
|
11,140 | $3,030,080 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
KO
Coca-Cola Compa...
|
Consumer Defensive | 0.55% | 0.54% |
#24
6
Prev: #30
|
1.2 |
—
|
no change | no change |
P
S
|
35,496 | $2,884,760 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
LHX
L3Harris Techno...
|
Industrials | 0.54% | 0.67% |
#25
2
Prev: #23
|
1.2 |
—
|
no change | no change |
P
S
|
9,749 | $2,832,962 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
NVS
Novartis AG
|
Healthcare | 0.54% | 0.54% |
#26
3
Prev: #29
|
1.2 |
—
|
no change | no change |
P
S
|
17,900 | $2,805,288 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
GOOG
Alphabet Inc. C...
|
Communication Services | 0.53% | 0.53% |
#27
4
Prev: #31
|
0.7 |
—
|
-1,500 | -16.1% |
P
S
|
7,790 | $2,752,441 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
UPS
United Parcel S...
|
Industrials | 0.49% | 0.47% |
#28
5
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
24,028 | $2,583,010 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
ABT
Abbott Laborato...
|
Healthcare | 0.48% | 0.70% |
#29
7
Prev: #22
|
0.7 |
—
|
-6,550 | -19.0% |
P
S
|
27,840 | $2,526,202 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
NKE
Nike, Inc.
|
Consumer Cyclical | 0.47% | 0.63% |
#30
6
Prev: #24
|
1.2 |
—
|
no change | no change |
P
S
|
60,000 | $2,463,000 | 2005 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
CL
Colgate-Palmoli...
|
Consumer Defensive | 0.47% | 0.47% |
#31
1
Prev: #32
|
0.7 |
—
|
-1,200 | -4.3% |
P
S
|
26,833 | $2,460,049 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 0.43% | 0.57% |
#32
6
Prev: #26
|
0.7 |
—
|
-450 | -15.7% |
P
S
|
2,415 | $2,259,160 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
HHH
Howard Hughes H...
|
Real Estate | 0.39% | 0.36% |
#33
2
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
28,637 | $2,047,259 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
HD
Home Depot, Inc...
|
Consumer Cyclical | 0.34% | 0.39% |
#34
Prev: #34
|
0.6 |
—
|
-985 | -16.4% |
P
S
|
5,016 | $1,769,043 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
GOOGL
Alphabet Inc. C...
|
Communication Services | 0.30% | 0.34% |
#35
1
Prev: #36
|
0.1 |
—
|
-1,500 | -25.3% |
P
S
|
4,420 | $1,579,575 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IVV
iShares Core S&...
|
ETF | 0.30% | 0.27% |
#36
2
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
2,106 | $1,577,162 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
URI
United Rentals,...
|
Industrials | 0.29% | 0.19% |
#37
9
Prev: #46
|
1.1 |
—
|
no change | no change |
P
S
|
1,325 | $1,501,079 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BMY
Bristol-Myers S...
|
Healthcare | 0.28% | 0.32% |
#38
1
Prev: #37
|
0.6 |
—
|
-1,000 | -3.8% |
P
S
|
25,438 | $1,465,738 | 2002 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.27% | 0.25% |
#39
1
Prev: #40
|
0.6 |
—
|
-50 | -2.5% |
P
S
|
1,922 | $1,435,292 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BAC
Bank of America...
|
Financial Services | 0.27% | 0.24% |
#40
2
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
24,580 | $1,400,568 | 2006 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
MS
Morgan Stanley
|
Financial Services | 0.26% | 0.22% |
#41
3
Prev: #44
|
0.6 |
—
|
-250 | -3.7% |
P
S
|
6,533 | $1,365,658 | 2005 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
GE
GE Aerospace
|
Industrials | 0.24% | 0.23% |
#42
1
Prev: #43
|
0.6 |
—
|
-772 | -18.8% |
P
S
|
3,342 | $1,249,006 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
N/A
Honeywell Aeros...
|
|
Unknown | 0.23% | — |
#43
Prev: #—
|
3.6 |
—
|
5,373 | — |
NEW
|
5,373 | $1,187,863 | — | 13F Filing | 2026-06-30 | 2026-07-16 | ||
|
PEP
PepsiCo, Inc.
|
Consumer Defensive | 0.21% | 0.56% |
#44
17
Prev: #27
|
0.1 |
—
|
-9,950 | -54.6% |
P
S
|
8,263 | $1,118,810 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
GEV
GE Vernova Inc.
|
Industrials | 0.20% | 0.17% |
#45
3
Prev: #48
|
0.6 |
—
|
-89 | -8.9% |
P
S
|
907 | $1,065,598 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BABA
Alibaba Group H...
|
Consumer Cyclical | 0.19% | 0.25% |
#46
5
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
10,100 | $969,398 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
CRWD
CrowdStrike Hol...
|
Technology | 0.18% | 0.10% |
#47
12
Prev: #59
|
0.6 |
—
|
-25 | -2.0% |
P
S
|
1,245 | $950,109 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SYK
Stryker Corpora...
|
Healthcare | 0.18% | 0.20% |
#48
3
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
3,000 | $944,520 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
UNH
UnitedHealth Gr...
|
Healthcare | 0.18% | 0.14% |
#49
2
Prev: #51
|
0.6 |
—
|
-350 | -13.6% |
P
S
|
2,230 | $926,855 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
CVX
Chevron Corpora...
|
Energy | 0.17% | 0.27% |
#50
11
Prev: #39
|
0.6 |
—
|
-1,150 | -17.5% |
P
S
|
5,440 | $901,734 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 |
Showing 1-50 of 74 holdings