Latest INDEPENDENT INVESTORS INC Stock Portfolio
INDEPENDENT INVESTORS INC Performance:
2025 Q3: 14.41%YTD: 5.72%2024: 20.19%
Performance for 2025 Q3 is 14.41%, and YTD is 5.72%, and 2024 is 20.19%.
About INDEPENDENT INVESTORS INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, INDEPENDENT INVESTORS INC reported an equity portfolio of $519.6 Millions as of 30 Sep, 2025.
The top stock holdings of INDEPENDENT INVESTORS INC are AAPL, MSFT, JPM. The fund has invested 53.9% of it's portfolio in APPLE INC. and 5.4% of portfolio in MICROSOFT CORPORATION.
They significantly reduced their stock positions in PROCTER & GAMBLE COMPANY (PG), UNITEDHEALTH GROUP INCORPORATED (UNH) and ABBOTT LABORATORIES (ABT). INDEPENDENT INVESTORS INC opened new stock positions in INVESCO QQQ TRUST (QQQ), TALEN ENERGY CORP and MERCK & CO., INC. (MRK). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF.
The top stock holdings of INDEPENDENT INVESTORS INC are AAPL, MSFT, JPM. The fund has invested 53.9% of it's portfolio in APPLE INC. and 5.4% of portfolio in MICROSOFT CORPORATION.
They significantly reduced their stock positions in PROCTER & GAMBLE COMPANY (PG), UNITEDHEALTH GROUP INCORPORATED (UNH) and ABBOTT LABORATORIES (ABT). INDEPENDENT INVESTORS INC opened new stock positions in INVESCO QQQ TRUST (QQQ), TALEN ENERGY CORP and MERCK & CO., INC. (MRK). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF.
INDEPENDENT INVESTORS INC Annual Return Estimates Vs S&P 500
Our best estimate is that INDEPENDENT INVESTORS INC made a return of 14.41% in the last quarter. In trailing 12 months, it's portfolio return was 9.52%.
New Buys
| Ticker | $ Bought |
|---|---|
| invesco qqq trust | 229,942 |
| talen energy corp | 212,690 |
| merck & co., inc. | 209,825 |
New stocks bought by INDEPENDENT INVESTORS INC
Additions
| Ticker | % Inc. |
|---|---|
| jpmorgan nasdaq equity premium income etf | 79.29 |
Additions to existing portfolio by INDEPENDENT INVESTORS INC
Reductions
| Ticker | % Reduced |
|---|---|
| procter & gamble company | -19.89 |
| unitedhealth group incorporated | -3.4 |
| abbott laboratories | -2.66 |
| united parcel service, inc. | -2.52 |
| apple inc. | -1.99 |
| home depot, inc. | -1.65 |
| jpmorgan equity premium income etf | -0.68 |
| qualcomm inc. | -0.6 |
INDEPENDENT INVESTORS INC reduced stake in above stock
Sold off
Sector Distribution
INDEPENDENT INVESTORS INC has about 64% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 64 |
| Healthcare | 9.3 |
| Industrials | 8.2 |
| Financial Services | 5.3 |
| Others | 3.9 |
| Consumer Defensive | 3.2 |
| Consumer Cyclical | 2.6 |
| Communication Services | 1.8 |
| Energy | 1.7 |
Market Cap. Distribution
INDEPENDENT INVESTORS INC has about 95.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 76.6 |
| LARGE-CAP | 19.2 |
| UNALLOCATED | 3.9 |
Stocks belong to which Index?
About 95.5% of the stocks held by INDEPENDENT INVESTORS INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 95.5 |
| Others | 4.2 |
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 70 stocks in it's portfolio. About 75.3% of the portfolio is in top 10 stocks. WAT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for INDEPENDENT INVESTORS INC last quarter.
Last Reported on: 30 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc. | 53.92 | 1,100,420 | 280,201,000 | reduced | -1.99 | ||
| ABBV | abbvie inc. | 2.01 | 45,174 | 10,459,600 | reduced | -0.47 | ||
| ABT | abbott laboratories | 0.90 | 35,090 | 4,699,960 | reduced | -2.66 | ||
| AMGN | amgen inc. | 1.61 | 29,651 | 8,367,510 | reduced | -0.35 | ||
| AMPS | ishares msci india etf | 0.06 | 5,620 | 292,577 | unchanged | 0.00 | ||
| AMZN | amazon.com, inc. | 0.09 | 2,235 | 490,739 | unchanged | 0.00 | ||
| APD | air products and chemicals, inc. | 0.04 | 746 | 203,449 | unchanged | 0.00 | ||
| AXP | american express company | 0.77 | 12,000 | 3,985,920 | unchanged | 0.00 | ||
| BA | boeing company | 1.26 | 30,357 | 6,551,950 | reduced | -0.34 | ||
| BABA | alibaba group holding ltd ads | 0.35 | 10,100 | 1,805,170 | unchanged | 0.00 | ||
| BAC | bank of america corporation | 0.25 | 24,880 | 1,283,560 | unchanged | 0.00 | ||
| BBAX | jpmorgan equity premium income etf | 0.17 | 15,211 | 868,548 | reduced | -0.68 | ||
| BMY | bristol-myers squibb company | 0.23 | 26,938 | 1,214,900 | unchanged | 0.00 | ||
| CL | colgate-palmolive company | 0.43 | 28,133 | 2,248,950 | unchanged | 0.00 | ||
| COST | costco wholesale corporation | 0.52 | 2,890 | 2,675,070 | unchanged | 0.00 | ||
| CRWD | crowdstrike holdings, inc. | 0.12 | 1,320 | 647,302 | unchanged | 0.00 | ||
| CSCO | cisco systems, inc. | 0.11 | 8,270 | 565,833 | unchanged | 0.00 | ||
| CVX | chevron corporation | 0.20 | 6,840 | 1,062,180 | unchanged | 0.00 | ||
| DIS | walt disney company | 1.00 | 45,401 | 5,198,420 | unchanged | 0.00 | ||
| DOV | dover corporation | 0.66 | 20,600 | 3,436,700 | unchanged | 0.00 | ||