Institutional Fund
Independent Investors Inc
Nesconset, NYCIK 11219085 filings on record
Portfolio Value
$503.58M
Q1 2026
Holdings
70
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-6.4%
from $538.14M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc54.5%
- Microsoft Corp4.0%
- Johnson & Johnson3.5%
- Jpmorgan Chase & Co.3.3%
- Amgen Inc2.1%
- Exxon Mobil Corp2.1%
- Other30.7%
Portfolio Holdings
70 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 1.08M | $274.37M | 54.5% | −11.9K | Reduced |
| 2 | Microsoft Corp | 54.3K | $20.10M | 4.0% | 0 | Held |
| 3 | Johnson & Johnson | 71.2K | $17.39M | 3.5% | −396 | Reduced |
| 4 | Jpmorgan Chase & Co. | 55.8K | $16.42M | 3.3% | −1.0K | Reduced |
| 5 | Amgen Inc | 29.5K | $10.37M | 2.1% | −175 | Reduced |
| 6 | Exxon Mobil Corp | 61.0K | $10.36M | 2.1% | −800 | Reduced |
| 7 | Abbvie Inc | 44.7K | $9.72M | 1.9% | −500 | Reduced |
| 8 | Honeywell Intl Inc | 41.5K | $9.39M | 1.9% | −775 | Reduced |
| 9 | Waters Corp | 26.2K | $7.79M | 1.5% | 0 | Held |
| 10 | Berkshire Hathaway Inc Del | 14.9K | $7.13M | 1.4% | −250 | Reduced |
60 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio