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Latest INDEPENDENT INVESTORS INC Stock Portfolio

INDEPENDENT INVESTORS INC Performance:
2026 Q1: -5.4%YTD: -5.4%2025: 10.62%
Performance for 2026 Q1 is -5.4%, and YTD is -5.4%, and 2025 is 10.62%.

About INDEPENDENT INVESTORS INC and 13F Hedge Fund Stock Holdings

On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, INDEPENDENT INVESTORS INC reported an equity portfolio of $503.6 Millions as of 31 Mar, 2026.

The top stock holdings of INDEPENDENT INVESTORS INC are AAPL, MSFT, JNJ. The fund has invested 54.5% of it's portfolio in APPLE INC. and 4% of portfolio in MICROSOFT CORPORATION.

The fund managers got completely rid off BLACKROCK, INC. stocks. They significantly reduced their stock positions in ISHARES MSCI INDIA ETF (AMPS), AMAZON.COM, INC. (AMZN) and UNITEDHEALTH GROUP INCORPORATED (UNH). INDEPENDENT INVESTORS INC opened new stock positions in SLB N.V. (SLB) and AIR PRODUCTS AND CHEMICALS, INC. (APD).

INDEPENDENT INVESTORS INC Annual Return Estimates Vs S&P 500

Our best estimate is that INDEPENDENT INVESTORS INC made a return of -5.4% in the last quarter. In trailing 12 months, it's portfolio return was 11.74%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
slb n.v.227,401
air products and chemicals, inc.216,706
New stocks bought by INDEPENDENT INVESTORS INC

Additions

No additions were made to existing positions by INDEPENDENT INVESTORS INC

Reductions

Ticker% Reduced
ishares msci india etf-17.79
amazon.com, inc.-11.01
unitedhealth group incorporated-9.31
alphabet inc. class a-9.2
pepsico, inc.-6.42
cisco systems, inc.-4.84
crowdstrike holdings, inc.-3.79
chevron corporation-3.65
INDEPENDENT INVESTORS INC reduced stake in above stock

Sold off

Ticker$ Sold
blackrock, inc.-240,827
INDEPENDENT INVESTORS INC got rid off the above stocks

Sector Distribution

INDEPENDENT INVESTORS INC has about 62% of it's holdings in Technology sector.

Sector%
Technology62
Healthcare10.5
Industrials8.5
Financial Services5.1
Others3.9
Consumer Defensive3.3
Energy2.5
Consumer Cyclical2.4
Communication Services1.7

Market Cap. Distribution

INDEPENDENT INVESTORS INC has about 96% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP79.5
LARGE-CAP16.5
UNALLOCATED3.9

Stocks belong to which Index?

About 95.7% of the stocks held by INDEPENDENT INVESTORS INC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50095.7
Others4.2
Top 5 Winners (%)%
solstice advanced materials inc.
56.1 %
XOM
exxon mobil corporation
40.7 %
CVX
chevron corporation
35.1 %
ge vernova inc.
33.0 %
KMI
kinder morgan, inc.
21.7 %
Top 5 Winners ($)$
XOM
exxon mobil corporation
3.0 M
JNJ
johnson & johnson
2.7 M
HON
honeywell international inc.
1.3 M
AMGN
amgen inc.
0.7 M
LHX
l3harris technologies, inc.
0.5 M
Top 5 Losers (%)%
PCT
purecycle technologies, inc.
-39.5 %
QCOM
qualcomm inc.
-24.7 %
ORCL
oracle corporation
-24.5 %
MSFT
microsoft corporation
-23.5 %
WAT
waters corporation
-21.6 %
Top 5 Losers ($)$
AAPL
apple inc.
-19.6 M
MSFT
microsoft corporation
-6.2 M
WAT
waters corporation
-2.1 M
JPM
jpmorgan chase & co.
-1.6 M
QCOM
qualcomm inc.
-1.4 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 70 stocks in it's portfolio. About 76.1% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for INDEPENDENT INVESTORS INC last quarter.

Last Reported on: 17 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions