Managers / Q1 2026
INDEPENDENT INVESTORS INC
CIK 0001121908 · 181 SMITHTOWN BLVD, NESCONSET, NY, 11767 · 6319792142
Reported Value
$504M
Q1 2026
Positions
70
Filings on Record
31
2019–present window
Filed
Apr 17, 2026
original filing
Summary
Independent Investors Inc reported $504M in U.S.-listed holdings across 70 positions for Q1 2026.
The portfolio is heavily concentrated: AAPL alone accounts for 54.5% of reported value.
Compared with Q4 2025, the fund opened 2 new positions and exited 1.
Portfolio Metrics
Turnover
+2.1%
vs prior filed quarter
Top-10 Concentration
+76.1%
share of reported value
Largest Position
+54.5%
Apple
New / Exited
2 / 1
positions this quarter
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 98.1% · $494M
- ETP · 1.0% · $5M
- ADR · 0.8% · $4M
- Other · 0.1% · $429,204
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| SLBSLB N.V. | NEW | +4.4K | 4.4K | +$227,401 | $227,401 |
| APDAir Products and Chemicals, Inc. | NEW | +746 | 746 | +$216,706 | $216,706 |
| BLKBlackRock, Inc. | SOLD OUT | −225 | 0 | −$240,827 | $0 |
| iShares MSCI India ETF | TRIMMED | −1.0K | 4.6K | −$87,360 | $216,401 |
| AMZNAmazon.com, Inc. | TRIMMED | −305 | 2.5K | −$125,985 | $513,386 |
| UNHUnitedHealth Group Incorporated | TRIMMED | −265 | 2.6K | −$241,041 | $698,122 |
| GOOGLAlphabet Inc. Class A | TRIMMED | −600 | 5.9K | −$338,405 | $2M |
| PEPPepsiCo, Inc. | TRIMMED | −1.3K | 18.2K | +$34,967 | $3M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
49 positions
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | AAPLApple Inc.history → | Common Stock | 54.48% | $274M | 1.08M |
| 2 | MSFTMicrosoft Corporationhistory → | Common Stock | 3.99% | $20M | 54.3K |
| 3 | JNJJohnson & Johnsonhistory → | Common Stock | 3.45% | $17M | 71.2K |
| 4 | JPMJPMorgan Chase & Co.history → | Common Stock | 3.26% | $16M | 55.8K |
| 5 | AMGNAmgen Inc.history → | Common Stock | 2.06% | $10M | 29.5K |
| 6 | EXMOCExxon Mobil Corporationhistory → | Common Stock | 2.06% | $10M | 61.0K |
| 7 | ABBVAbbVie Inc.history → | Common Stock | 1.93% | $10M | 44.7K |
| 8 | HONGBPHoneywell International Inc.history → | Common Stock | 1.86% | $9M | 41.5K |
| 9 | WATWaters Corporationhistory → | Common Stock | 1.55% | $8M | 26.2K |
| 10 | BRK/BBerkshire Hathaway Inc. Class Bhistory → | Common Stock | 1.42% | $7M | 14.9K |
| 11 | NVDANVIDIA Corporationhistory → | Common Stock | 1.34% | $7M | 38.6K |
| 12 | EMREmerson Electric Co.history → | Common Stock | 1.27% | $6M | 48.9K |
| 13 | BABoeing Companyhistory → | Common Stock | 1.20% | $6M | 30.4K |
| 14 | PGProcter & Gamble Companyhistory → | Common Stock | 1.15% | $6M | 40.1K |
| 15 | MCDMcDonald's Corporationhistory → | Common Stock | 1.06% | $5M | 17.1K |
| 16 | NSCNorfolk Southern Corporation | Common Stock | 1.00% | $5M | 17.5K |
| 17 | QCOMQualcomm Inc. | Common Stock | 0.88% | $4M | 34.3K |
| 18 | ORCLOracle Corporation | Common Stock | 0.87% | $4M | 29.9K |
| 19 | GOOGAlphabet Inc. Class C | Common Stock | 0.87% | $4M | 15.2K |
| 20 | DOVDover Corporation | Common Stock | 0.84% | $4M | 20.4K |
| 21 | DISWalt Disney Company | Common Stock | 0.84% | $4M | 44.0K |
| 22 | AXPAmerican Express Company | Common Stock | 0.72% | $4M | 12.0K |
| 23 | ABTAbbott Laboratories | Common Stock | 0.70% | $4M | 34.4K |
| 24 | LHXL3Harris Technologies, Inc. | Common Stock | 0.67% | $3M | 9.7K |
| 25 | NKENike, Inc. | Common Stock | 0.63% | $3M | 60.0K |
| 26 | GSGoldman Sachs Group, Inc. | Common Stock | 0.61% | $3M | 3.6K |
| 27 | COSTCostco Wholesale Corporation | Common Stock | 0.57% | $3M | 2.9K |
| 28 | PEPPepsiCo, Inc. | Common Stock | 0.56% | $3M | 18.2K |
| 29 | UNPUnion Pacific Corporation | Common Stock | 0.56% | $3M | 11.6K |
| 30 | NVSNNovartis AG | Common Stock | 0.54% | $3M | 17.9K |
| 31 | KOCoca-Cola Company | Common Stock | 0.54% | $3M | 35.5K |
| 32 | CLColgate-Palmolive Company | Common Stock | 0.47% | $2M | 28.0K |
| 33 | UPSUnited Parcel Service, Inc. | Common Stock | 0.47% | $2M | 24.0K |
| 34 | HDHome Depot, Inc. | Common Stock | 0.39% | $2M | 6.0K |
| 35 | HHHHoward Hughes Holdings | Common Stock | 0.36% | $2M | 28.6K |
| 36 | BMYBristol-Myers Squibb Company | Common Stock | 0.32% | $2M | 26.4K |
| 37 | iShares Core S&P 500 ETF | Common Stock | 0.27% | $1M | 2.1K |
| 38 | CHVChevron Corporation | Common Stock | 0.27% | $1M | 6.6K |
| 39 | SPDR S&P 500 ETF | Common Stock | 0.25% | $1M | 2.0K |
| 40 | BABAAlibaba Group Holding Ltd ADS | Common Stock | 0.25% | $1M | 10.1K |
| 41 | BACBank of America Corporation | Common Stock | 0.24% | $1M | 24.6K |
| 42 | GE Aerospace | Common Stock | 0.23% | $1M | 4.1K |
| 43 | DWDMorgan Stanley | Common Stock | 0.22% | $1M | 6.8K |
| 44 | SYKStryker Corporation | Common Stock | 0.20% | $985,770 | 3.0K |
| 45 | URIUnited Rentals, Inc. | Common Stock | 0.19% | $965,342 | 1.3K |
| 46 | LOWLowe's Companies, Inc. | Common Stock | 0.18% | $897,864 | 3.8K |
| 47 | GEVGE Vernova Inc. | Common Stock | 0.17% | $869,408 | 996 |
| 48 | JPMorgan Equity Premium Income ETF | Common Stock | 0.17% | $862,159 | 15.2K |
| 49 | SOLSSolstice Advanced Materials Inc. | Common Stock | 0.16% | $786,657 | 10.3K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $504M | 70 | Apr 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $538M | 69 | Jan 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $520M | 70 | Oct 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $459M | 67 | Jul 18, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $471M | 70 | May 1, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $505M | 66 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $493M | 69 | Oct 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $456M | 67 | Jul 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $418M | 67 | Apr 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $434M | 67 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $394M | 67 | Oct 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $431M | 66 | Jul 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $403M | 69 | Apr 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $359M | 66 | Feb 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $352M | 65 | Oct 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $369M | 69 | Jul 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $449M | 76 | Apr 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $468M | 77 | Jan 31, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $402M | 73 | Oct 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $407M | 74 | Jul 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $377M | 72 | Apr 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $379M | 71 | Jan 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $344M | 70 | Oct 26, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $297M | 68 | Jul 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $241M | 72 | Apr 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $302M | 75 | Jan 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $266M | 73 | Oct 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $259M | 75 | Jul 18, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $256M | 73 | May 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $231M | 70 | Jan 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.