Latest INDEPENDENT INVESTORS INC Stock Portfolio

INDEPENDENT INVESTORS INC Performance:

2025 Q4: 3.91%YTD: 10.53%2024: 20.34%

Performance for 2025 Q4 is 3.91%, and YTD is 10.53%, and 2024 is 20.34%.

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 $538.1 Millions as of 31 Dec, 2025.

The top stock holdings of INDEPENDENT INVESTORS INC are AAPL, MSFT, JPM. The fund has invested 55.2% of it's portfolio in APPLE INC. and 4.9% of portfolio in MICROSOFT CORPORATION.

The fund managers got completely rid off TALEN ENERGY CORP and AIR PRODUCTS AND CHEMICALS, INC. (APD) stocks. They significantly reduced their stock positions in PURECYCLE TECHNOLOGIES, INC. (PCT), EATON CORPORATION PLC (ETN) and PROCTER & GAMBLE COMPANY (PG). INDEPENDENT INVESTORS INC opened new stock positions in SOLSTICE ADVANCED MATERIALS INC.. The fund showed a lot of confidence in some stocks as they added substantially to AMAZON.COM, INC. (AMZN), ISHARES CORE S&P 500 ETF (IJR) and UBER TECHNOLOGIES INC (UBER).

INDEPENDENT INVESTORS INC Annual Return Estimates Vs S&P 500

Our best estimate is that INDEPENDENT INVESTORS INC made a return of 3.91% in the last quarter. In trailing 12 months, it's portfolio return was 10.53%.

Performance
S&P 500

New Buys

Ticker	$ Bought
solstice advanced materials inc.	513,879

New stocks bought by INDEPENDENT INVESTORS INC

Additions

Ticker	% Inc.
amazon.com, inc.	23.94
ishares core s&p 500 etf	1.45
uber technologies inc	1.11
jpmorgan nasdaq equity premium income etf	0.83
home depot, inc.	0.32
nvidia corporation	0.26
jpmorgan chase & co.	0.01

Additions to existing portfolio by INDEPENDENT INVESTORS INC

Reductions

Ticker	% Reduced
purecycle technologies, inc.	-1.88
eaton corporation plc	-1.23
procter & gamble company	-0.79
apple inc.	-0.68
abbott laboratories	-0.57
colgate-palmolive company	-0.36
alphabet inc. class c	-0.11

INDEPENDENT INVESTORS INC reduced stake in above stock

Sold off

Ticker	$ Sold
air products and chemicals, inc.	-203,449
talen energy corp	-212,690

INDEPENDENT INVESTORS INC got rid off the above stocks

Sector Distribution

INDEPENDENT INVESTORS INC has about 64.1% of it's holdings in Technology sector.

Sector	%
Technology	64.1
Healthcare	9.9
Industrials	7.8
Financial Services	5.4
Others	3.8
Consumer Defensive	3
Consumer Cyclical	2.4
Communication Services	1.9
Energy	1.7

Market Cap. Distribution

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

Category	%
MEGA-CAP	76.8
LARGE-CAP	19.2
UNALLOCATED	3.8

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 500	95.7
Others	4.1

Top 5 Winners (%)		%
GOOG	alphabet inc. class c	28.8 %
GOOG	alphabet inc. class a	28.8 %
WAT	waters corporation	26.7 %
MRK	merck & co., inc.	25.4 %
BMY	bristol-myers squibb company	19.6 %

Top 5 Winners ($)		$
AAPL	apple inc.	18.9 M
WAT	waters corporation	2.1 M
JNJ	johnson & johnson	1.5 M
AMGN	amgen inc.	1.3 M
GOOG	alphabet inc. class c	0.7 M

Top 5 Losers (%)		%
PCT	purecycle technologies, inc.	-34.4 %
ORCL	oracle corporation	-30.7 %
BABA	alibaba group holding ltd ads	-18.0 %
UBER	uber technologies inc	-16.5 %
URI	united rentals, inc.	-15.2 %

Top 5 Losers ($)		$
ORCL	oracle corporation	-2.6 M
MSFT	microsoft corporation	-1.9 M
HON	honeywell international inc.	-0.7 M
PG	procter & gamble company	-0.4 M
HD	home depot, inc.	-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 69 stocks in it's portfolio. About 76.1% of the portfolio is in top 10 stocks. ORCL 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: 15 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc.	55.22	1,092,980	297,138,000	reduced	-0.68

ABBV	abbvie inc.	1.92	45,174	10,321,800	unchanged	0.00

ABT	abbott laboratories	0.81	34,890	4,371,370	reduced	-0.57

AMGN	amgen inc.	1.80	29,651	9,705,070	unchanged	0.00

AMPS	ishares msci india etf	0.06	5,620	303,761	unchanged	0.00

AMZN	amazon.com, inc.	0.12	2,770	639,371	added	23.94

APD	air products and chemicals, inc.	0.00	0.00	0.00	sold off	-100

AXP	american express company	0.82	12,000	4,439,400	unchanged	0.00

BA	boeing company	1.23	30,357	6,591,110	unchanged	0.00

BABA	alibaba group holding ltd ads	0.28	10,100	1,480,460	unchanged	0.00

BAC	bank of america corporation	0.25	24,880	1,368,400	unchanged	0.00

BBAX	jpmorgan equity premium income etf	0.16	15,211	870,678	unchanged	0.00

BMY	bristol-myers squibb company	0.27	26,938	1,453,040	unchanged	0.00

CL	colgate-palmolive company	0.41	28,033	2,215,170	reduced	-0.36

COST	costco wholesale corporation	0.46	2,890	2,492,160	unchanged	0.00

CRWD	crowdstrike holdings, inc.	0.12	1,320	618,763	unchanged	0.00

CSCO	cisco systems, inc.	0.12	8,270	637,038	unchanged	0.00

CVX	chevron corporation	0.19	6,840	1,042,480	unchanged	0.00

DIS	walt disney company	0.96	45,401	5,165,270	unchanged	0.00

DOV	dover corporation	0.75	20,600	4,021,940	unchanged	0.00