Grufity logo
Grufity logo

Latest INDEPENDENT INVESTORS INC Stock Portfolio

$523Million | No. of Holdings #73

INDEPENDENT INVESTORS INC Performance

2026 Q2+10.02%
YTD+4.08%
2025+10.62%

About INDEPENDENT INVESTORS INC and 13F Hedge Fund Stock Holdings

On 2026-07-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, INDEPENDENT INVESTORS INC reported an equity portfolio of $523.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of INDEPENDENT INVESTORS INC are AAPL, MSFT, JNJ. The fund has invested 56.8% of it's portfolio in APPLE INC. and 3.7% of portfolio in MICROSOFT CORPORATION. <br><br> The fund managers got completely rid off KENVUE INC. stocks. They significantly reduced their stock positions in PEPSICO, INC. (PEP), HONEYWELL INTERNATIONAL INC. (HON) and ALPHABET INC. CLASS A (GOOG). INDEPENDENT INVESTORS INC opened new stock positions in HONEYWELL AEROSPACE INC. and VANGUARD EMERGING MARKETS ETF (VEU).
INDEPENDENT INVESTORS INC Equity Portfolio Value
Last Reported on: 16 Jul, 2026
$523Million
  as of Jul 16, 2026

INDEPENDENT INVESTORS INC Annual Return Estimates Vs S&P 500

Our best estimate is that INDEPENDENT INVESTORS INC made a return of 10.02% in the last quarter. In trailing 12 months, it's portfolio return was 24.05%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell aerospace inc.1,187,860
pershing square usa, ltd.747,600
vanguard emerging markets etf217,869
seaport entertainment group inc.201,734
New stocks bought by INDEPENDENT INVESTORS INC

Additions

No additions were made to existing positions by INDEPENDENT INVESTORS INC

Reductions

Ticker% Reduced
pepsico, inc.-54.63
honeywell international inc.-50.97
alphabet inc. class a-25.34
cisco systems, inc.-21.73
waters corporation-21.02
abbott laboratories-19.05
ge aerospace-18.77
chevron corporation-17.45
INDEPENDENT INVESTORS INC reduced stake in above stock

Sold off

Ticker$ Sold
kenvue inc.-659,413
INDEPENDENT INVESTORS INC got rid off the above stocks

Sector Distribution

INDEPENDENT INVESTORS INC has about 64.6% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Industrials
  • Financial Services
  • Others
  • Consumer Defensive
  • Energy
  • Consumer Cyclical
  • Communication Services
Sector%
Technology64.6
Healthcare10.1
Industrials7.7
Financial Services5.4
Others4.1
Consumer Defensive2.7
Energy1.9
Consumer Cyclical1.9
Communication Services1.7

Market Cap. Distribution

INDEPENDENT INVESTORS INC has about 95.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP80.4
LARGE-CAP15.4
UNALLOCATED4.1

Stocks belong to which Index?

About 95.4% of the stocks held by INDEPENDENT INVESTORS INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50095.4
Others4.4
Top 5 Winners (%)%
CRWD
crowdstrike holdings, inc.
94.5 %
PCT
purecycle technologies, inc.
56.3 %
URI
united rentals, inc.
55.5 %
UNH
unitedhealth group incorporated
50.0 %
CSCO
cisco systems, inc.
45.8 %
Top 5 Winners ($)$
AAPL
apple inc.
37.5 M
QCOM
qualcomm inc.
1.9 M
JPM
jpmorgan chase & co.
1.8 M
WAT
waters corporation
1.8 M
ABBV
abbvie inc.
1.5 M
Top 5 Losers (%)%
BABA
alibaba group holding ltd ads
-23.5 %
NKE
nike, inc.
-22.3 %
XOM
exxon mobil corporation
-19.0 %
CVX
chevron corporation
-18.1 %
LHX
l3harris technologies, inc.
-15.8 %
Top 5 Losers ($)$
XOM
exxon mobil corporation
-2.0 M
NKE
nike, inc.
-0.7 M
MCD
mcdonald's corporation
-0.7 M
LHX
l3harris technologies, inc.
-0.5 M
ABT
abbott laboratories
-0.4 M

INDEPENDENT INVESTORS INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of INDEPENDENT INVESTORS INC

INDEPENDENT INVESTORS INC has 73 stocks in it's portfolio. About 77.1% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for INDEPENDENT INVESTORS INC last quarter.

$523.62MTotal Value
74.00Positions
16 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of INDEPENDENT INVESTORS INC, last reported on 16 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BABA
Alibaba Group Holding Ltd Ads

Alibaba Group Holding Ltd Ads

BABA
INDEPENDENT INVESTORS INC's holding in Alibaba Group Holding Ltd Ads over time
0.18%10,100
$969.4K
0.18%
unchanged 0 percentunchanged
BBAX
Jpmorgan Equity Premium Income Etf

Jpmorgan Equity Premium Income Etf

BBAX
INDEPENDENT INVESTORS INC's holding in Jpmorgan Equity Premium Income Etf over time
0.15%14,251
$804.9K
0.15%
decreased 6.31 percentreduced