Latest INDEPENDENT INVESTORS INC Stock Portfolio
$434Million
Equity Portfolio Value
Last Reported on: 12 Jan, 2024
About INDEPENDENT INVESTORS INC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, INDEPENDENT INVESTORS INC reported an equity portfolio of $434.5 Millions as of 31 Dec, 2023.
The top stock holdings of INDEPENDENT INVESTORS INC are AAPL, MSFT, JNJ. The fund has invested 55.1% of it's portfolio in APPLE INC. and 4.7% of portfolio in MICROSOFT CORPORATION.
The fund managers got completely rid off ACTIVISION BLIZZARD INC (ATVI) and VANGUARD EMERGING MARKETS ETF (VEU) stocks. They significantly reduced their stock positions in CVS HEALTH CORPORATION (CVS), SCHLUMBERGER LIMITED (SLB) and INTERNATIONAL BUSINESS MACHINES CORPORATION (IBM). INDEPENDENT INVESTORS INC opened new stock positions in CROWDSTRIKE HOLDINGS, INC. (CRWD) and 3M COMPANY (MMM). The fund showed a lot of confidence in some stocks as they added substantially to PURECYCLE TECHNOLOGIES, INC. (PCT), HOME DEPOT, INC. (HD) and UNITED PARCEL SERVICE, INC. (UPS).
The top stock holdings of INDEPENDENT INVESTORS INC are AAPL, MSFT, JNJ. The fund has invested 55.1% of it's portfolio in APPLE INC. and 4.7% of portfolio in MICROSOFT CORPORATION.
The fund managers got completely rid off ACTIVISION BLIZZARD INC (ATVI) and VANGUARD EMERGING MARKETS ETF (VEU) stocks. They significantly reduced their stock positions in CVS HEALTH CORPORATION (CVS), SCHLUMBERGER LIMITED (SLB) and INTERNATIONAL BUSINESS MACHINES CORPORATION (IBM). INDEPENDENT INVESTORS INC opened new stock positions in CROWDSTRIKE HOLDINGS, INC. (CRWD) and 3M COMPANY (MMM). The fund showed a lot of confidence in some stocks as they added substantially to PURECYCLE TECHNOLOGIES, INC. (PCT), HOME DEPOT, INC. (HD) and UNITED PARCEL SERVICE, INC. (UPS).
New Buys
| Ticker | $ Bought |
|---|---|
| CROWDSTRIKE HOLDINGS, INC. | 293,618 |
| 3M COMPANY | 218,640 |
New stocks bought by INDEPENDENT INVESTORS INC
Additions
| Ticker | % Inc. |
|---|---|
| PURECYCLE TECHNOLOGIES, INC. | 31.97 |
| HOME DEPOT, INC. | 0.5 |
| UNITED PARCEL SERVICE, INC. | 0.4 |
| JPMORGAN CHASE & CO. | 0.18 |
Additions to existing portfolio by INDEPENDENT INVESTORS INC
Reductions
| Ticker | % Reduced |
|---|---|
| CVS HEALTH CORPORATION | -35.4 |
| SCHLUMBERGER LIMITED | -27.69 |
| INTERNATIONAL BUSINESS MACHINES CORPORATION | -22.95 |
| KINDER MORGAN, INC. | -15.38 |
| ALIBABA GROUP HOLDING LTD ADS | -4.72 |
| WALT DISNEY COMPANY | -1.79 |
| MORGAN STANLEY | -1.75 |
| HOWARD HUGHES HOLDINGS | -1.69 |
INDEPENDENT INVESTORS INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ACTIVISION BLIZZARD INC | -1,081,430 |
| VANGUARD EMERGING MARKETS ETF | -213,695 |
INDEPENDENT INVESTORS INC got rid off the above stocks
Current Stock Holdings of INDEPENDENT INVESTORS INC
Last Reported on: 12 Jan, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC. | 55.15 | 1,244,590 | 239,621,000 | REDUCED | -1.16 | |
| ABBV | ABBVIE INC. | 1.62 | 45,388 | 7,033,780 | UNCHANGED | 0.00 | |
| ABT | ABBOTT LABORATORIES | 0.91 | 36,050 | 3,968,020 | UNCHANGED | 0.00 | |
| AGG | ISHARES CORE S&P 500 ETF | 0.21 | 1,870 | 893,168 | REDUCED | -1.06 | |
| AGG | ISHARES S&P MID-CAP 400 GROWTH ETF | 0.05 | 2,800 | 221,816 | UNCHANGED | 0.00 | |
| AMGN | AMGEN INC. | 2.02 | 30,541 | 8,796,420 | UNCHANGED | 0.00 | |
| APD | AIR PRODUCTS AND CHEMICALS, INC. | 0.07 | 1,186 | 324,727 | UNCHANGED | 0.00 | |
| ATVI | ACTIVISION BLIZZARD INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AXP | AMERICAN EXPRESS COMPANY | 0.52 | 12,000 | 2,248,080 | UNCHANGED | 0.00 | |
| BA | BOEING COMPANY | 1.85 | 30,836 | 8,037,710 | REDUCED | -0.21 | |
| BAC | BANK OF AMERICA CORPORATION | 0.20 | 25,130 | 846,127 | UNCHANGED | 0.00 | |
| BAX | BAXTER INTERNATIONAL INC. | 0.07 | 7,635 | 295,169 | UNCHANGED | 0.00 | |
| BBAX | JPMORGAN EQUITY PREMIUM INCOME ETF | 0.18 | 14,570 | 801,059 | UNCHANGED | 0.00 | |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | 0.32 | 26,938 | 1,382,190 | UNCHANGED | 0.00 | |
| BRKA | BERKSHIRE HATHAWAY INC. CLASS B | 1.24 | 15,137 | 5,398,760 | UNCHANGED | 0.00 | |
| CL | COLGATE-PALMOLIVE COMPANY | 0.52 | 28,133 | 2,242,480 | REDUCED | -0.12 | |
| COST | COSTCO WHOLESALE CORPORATION | 0.44 | 2,890 | 1,907,630 | UNCHANGED | 0.00 | |
| CRWD | CROWDSTRIKE HOLDINGS, INC. | 0.07 | 1,150 | 293,618 | NEW | ||
| CSCO | CISCO SYSTEMS, INC. | 0.06 | 5,500 | 277,860 | UNCHANGED | 0.00 | |
| CVS | CVS HEALTH CORPORATION | 0.13 | 7,300 | 576,408 | REDUCED | -35.4 | |
| CVX | CHEVRON CORPORATION | 0.20 | 5,770 | 860,653 | UNCHANGED | 0.00 | |
| DIS | WALT DISNEY COMPANY | 0.95 | 45,579 | 4,115,330 | REDUCED | -1.79 | |
| DOV | DOVER CORPORATION | 0.73 | 20,600 | 3,168,490 | UNCHANGED | 0.00 | |
| EMR | EMERSON ELECTRIC CO. | 1.10 | 49,000 | 4,769,170 | UNCHANGED | 0.00 | |
| ETN | EATON CORPORATION PLC | 0.07 | 1,215 | 292,596 | UNCHANGED | 0.00 | |
| GE | GENERAL ELECTRIC COMPANY | 0.13 | 4,292 | 547,788 | REDUCED | -0.19 | |
| GOOG | ALPHABET INC. CLASS C | 0.36 | 11,060 | 1,558,690 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC. CLASS A | 0.25 | 7,820 | 1,092,380 | UNCHANGED | 0.00 | |
| GS | GOLDMAN SACHS GROUP, INC. | 0.32 | 3,640 | 1,404,200 | UNCHANGED | 0.00 | |
| HD | HOME DEPOT, INC. | 0.48 | 6,052 | 2,097,320 | ADDED | 0.5 | |
| HON | HONEYWELL INTERNATIONAL INC. | 2.05 | 42,490 | 8,910,580 | UNCHANGED | 0.00 | |
| IBM | INTERNATIONAL BUSINESS MACHINES CORPORATION | 0.09 | 2,350 | 384,343 | REDUCED | -22.95 | |
| JNJ | JOHNSON & JOHNSON | 2.61 | 72,232 | 11,321,600 | UNCHANGED | 0.00 | |
| JPM | JPMORGAN CHASE & CO. | 2.23 | 57,049 | 9,704,040 | ADDED | 0.18 | |
| KMI | KINDER MORGAN, INC. | 0.12 | 28,616 | 504,786 | REDUCED | -15.38 | |
| KO | COCA-COLA COMPANY | 0.49 | 36,225 | 2,134,740 | UNCHANGED | 0.00 | |
| LHX | L3HARRIS TECHNOLOGIES, INC. | 0.47 | 9,749 | 2,053,330 | UNCHANGED | 0.00 | |
| LOW | LOWE'S COMPANIES, INC. | 0.20 | 3,815 | 849,028 | UNCHANGED | 0.00 | |
| MCD | MCDONALD'S CORPORATION | 1.26 | 18,485 | 5,480,990 | REDUCED | -0.36 | |
| MDLZ | MONDELEZ INTERNATIONAL, INC. CLASS A | 0.06 | 3,500 | 253,505 | UNCHANGED | 0.00 | |
| META | METAVERSE ROUNDHILL BALL ETF | 0.03 | 10,000 | 115,100 | UNCHANGED | 0.00 | |
| MMM | 3M COMPANY | 0.05 | 2,000 | 218,640 | NEW | ||
| MRK | MERCK & CO., INC. | 0.06 | 2,525 | 275,276 | UNCHANGED | 0.00 | |
| MS | MORGAN STANLEY | 0.16 | 7,483 | 697,790 | REDUCED | -1.75 | |
| MSFT | MICROSOFT CORPORATION | 4.73 | 54,628 | 20,542,300 | REDUCED | -0.06 | |
| NKE | NIKE, INC. | 1.50 | 60,000 | 6,514,200 | UNCHANGED | 0.00 | |
| NSC | NORFOLK SOUTHERN CORPORATION | 0.96 | 17,600 | 4,160,290 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 0.14 | 1,190 | 589,312 | UNCHANGED | 0.00 | |
| ORCL | ORACLE CORPORATION | 0.73 | 29,900 | 3,152,360 | UNCHANGED | 0.00 | |
| PCT | PURECYCLE TECHNOLOGIES, INC. | 0.08 | 82,875 | 335,644 | ADDED | 31.97 | |
| PEP | PEPSICO, INC. | 0.78 | 19,963 | 3,390,520 | REDUCED | -0.17 | |
| PFE | PFIZER INC. | 0.09 | 13,876 | 399,490 | REDUCED | -0.72 | |
| PG | PROCTER & GAMBLE COMPANY | 1.86 | 55,217 | 8,091,500 | REDUCED | -1.13 | |
| QCOM | QUALCOMM INC. | 1.15 | 34,500 | 4,989,740 | UNCHANGED | 0.00 | |
| SLB | SCHLUMBERGER LIMITED | 0.06 | 5,223 | 271,805 | REDUCED | -27.69 | |
| SPY | SPDR S&P 500 ETF | 0.19 | 1,755 | 834,169 | UNCHANGED | 0.00 | |
| SYK | STRYKER CORPORATION | 0.21 | 3,000 | 898,380 | UNCHANGED | 0.00 | |
| UNH | UNITEDHEALTH GROUP INCORPORATED | 0.43 | 3,540 | 1,863,700 | UNCHANGED | 0.00 | |
| UNP | UNION PACIFIC CORPORATION | 0.66 | 11,740 | 2,883,580 | UNCHANGED | 0.00 | |
| UPS | UNITED PARCEL SERVICE, INC. | 0.90 | 24,911 | 3,916,760 | ADDED | 0.4 | |
| URI | UNITED RENTALS, INC. | 0.18 | 1,380 | 791,320 | UNCHANGED | 0.00 | |
| V | VISA INC. | 0.08 | 1,380 | 359,283 | UNCHANGED | 0.00 | |
| VEU | VANGUARD EMERGING MARKETS ETF | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WAT | WATERS CORPORATION | 2.42 | 31,867 | 10,491,600 | UNCHANGED | 0.00 | |
| XOM | EXXON MOBIL CORPORATION | 1.40 | 60,994 | 6,098,180 | REDUCED | -0.05 | |
| HOWARD HUGHES HOLDINGS | 0.57 | 29,012 | 2,481,980 | REDUCED | -1.69 | ||
| NOVARTIS AG | 0.42 | 17,900 | 1,807,360 | UNCHANGED | 0.00 | ||
| KENVUE INC. | 0.19 | 39,219 | 844,385 | UNCHANGED | 0.00 | ||
| ALIBABA GROUP HOLDING LTD ADS | 0.18 | 10,100 | 782,851 | REDUCED | -4.72 |