Independent Investors Inc Portfolio Holdings

Independent Investors Inc

  • $490 Million
  • Q3 2024

Independent Investors Inc has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $490 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $277M, Microsoft Corp with a value of $23.5M, Jpmorgan Chase & CO with a value of $12M, Johnson & Johnson with a value of $11.6M, and Waters Corp with a value of $11.5M.

Examining the 13F form we can see an increase of $36.8M in the current position value, from $453M to 490M.

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

Portfolio value $490 Million
Technology: $314 Million
Healthcare: $53.1 Million
Industrials: $38.7 Million
Financial Services: $26.4 Million
Consumer Defensive: $21.2 Million
Consumer Cyclical: $15.3 Million
Energy: $8.88 Million
Communication Services: $7.48 Million
Other: $4.45 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.8B
$501,000 0.1% of portfolio
22,716
Q1 2024 Reduced 20.62%
$138B
$402,000 0.08% of portfolio
1,215
Q1 2023 New
$520B
$379,000 0.08% of portfolio
1,380
Q3 2023 Reduced 0.65%
$148B
$384,000 0.08% of portfolio
13,290
Q1 2024 Reduced 4.22%
$67.6B
$296,000 0.06% of portfolio
996
Q1 2024 Reduced 16.02%
$240B
$292,000 0.06% of portfolio
5,500
Q2 2023 Reduced 73.17%
$253B
$283,000 0.06% of portfolio
2,500
Q1 2024 Reduced 0.99%
$0
$263,000 0.05% of portfolio
4,500
Q2 2024 New
$0
$257,000 0.05% of portfolio
2,800
Q1 2023 New
$84.1B
$243,000 0.05% of portfolio
3,300
Q1 2024 Reduced 5.71%
$6.47B
$232,000 0.05% of portfolio
8,575
Q1 2024 New
$80.9B
$266,000 0.05% of portfolio
950
Q1 2024 Reduced 17.39%
$55.2B
$202,000 0.04% of portfolio
4,823
Q3 2024 Reduced 7.66%
$14.9B
$213,000 0.04% of portfolio
5,635
Q3 2024 Reduced 26.2%
$158B
$213,000 0.04% of portfolio
225
Q3 2024 New
$0
$134,000 0.03% of portfolio
10,000
Q4 2021 New
Howard Hughes Holdings
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 1.69%
Kenvue Inc.
-
$0 0.0% of portfolio
-
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $490 Million
  • Prior Value $453 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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