Independent Investors Inc has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $468 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $257M, Microsoft Corp with a value of $20.5M, Jpmorgan Chase & CO with a value of $14M, Johnson & Johnson with a value of $11.9M, and Waters Corp with a value of $11.7M.

Examining the 13F form we can see an decrease of $33.7M in the current position value, from $501M to 468M.

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

Portfolio value $468 Million
Technology: $291 Million
Healthcare: $54.1 Million
Industrials: $37.4 Million
Financial Services: $29.6 Million
Consumer Defensive: $20.2 Million
Consumer Cyclical: $14.5 Million
Energy: $9.3 Million
Communication Services: $7.32 Million
Other: $4.44 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $468 Million
  • Prior Value $501 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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