Independent Investors Inc has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $455 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $230M, Microsoft Corp with a value of $27.1M, Jpmorgan Chase & CO with a value of $16.5M, Johnson & Johnson with a value of $11M, and Honeywell International Inc with a value of $9.86M.

Examining the 13F form we can see an decrease of $12.1M in the current position value, from $468M to 455M.

Below you can find more details about Independent Investors Inc portfolio as well as his latest detailed transactions.

Portfolio value $455 Million
Technology: $278 Million
Healthcare: $47.6 Million
Industrials: $42.3 Million
Financial Services: $32.9 Million
Consumer Defensive: $18.8 Million
Consumer Cyclical: $14.3 Million
Communication Services: $8.43 Million
Energy: $8.22 Million
Other: $4.6 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $455 Million
  • Prior Value $468 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Independent Investors Inc Portfolio

Follow Independent Investors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Investors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Independent Investors Inc with notifications on news.