Independent Investors Inc holds a concentrated book of 73 stocks worth $523.6M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened Honeywell Aerospace Inc. and trimmed Apple Inc. Their largest long position is Apple Inc at 57% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Independent Investors Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 78 / 73 | $3.1B |
| IFP Advisors, Inc | 78 / 73 | $1.2B |
| FMR LLC | 77 / 73 | $717.9B |
| Morgan Stanley | 77 / 73 | $566.0B |
| JPMorgan Chase & Co | 77 / 73 | $532.9B |
| Royal Bank Of Canada | 77 / 73 | $165.4B |
| Wells Fargo & Company | 77 / 73 | $159.7B |
| UBS Group AG | 77 / 73 | $151.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Independent Investors Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc. Common Stock | $297.5M | 1.03M | 56.8% | ▼−4.9% Reduced · −53K sh | |
| 2 | Microsoft Corporation Common Stock | $19.4M | 52.0K | 3.7% | ▼−4.1% Reduced · −2K sh | |
| 3 | Johnson & Johnson Common Stock | $17.9M | 70.4K | 3.4% | ▼−1.1% Reduced · −800 sh | |
| 4 | JPMorgan Chase & Co. Common Stock | $17.7M | 54.2K | 3.4% | ▼−2.9% Reduced · −2K sh | |
| 5 | Amgen Inc. Common Stock | $10.6M | 29.2K | 2.0% | ▼−1.0% Reduced · −300 sh | |
| 6 | AbbVie Inc. Common Stock | $10.1M | 40.3K | 1.9% | ▼−9.8% Reduced · −4K sh | |
| 7 | Exxon Mobil Corporation Common Stock | $8.0M | 58.6K | 1.5% | ▼−3.9% Reduced · −2K sh | |
| 8 | Waters Corporation Common Stock | $7.7M | 20.7K | 1.5% | ▼−21% Reduced · −6K sh | |
| 9 | NVIDIA Corporation Common Stock | $7.7M | 38.3K | 1.5% | ▼−0.8% Reduced · −305 sh | |
| 10 | Emerson Electric Co. Common Stock | $7.0M | 48.9K | 1.3% | —Held | |
| 11 | Boeing Company Common Stock | $6.4M | 29.5K | 1.2% | ▼−3.0% Reduced · −900 sh | |
| 12 | Berkshire Hathaway Inc. Class B Common Stock | $6.3M | 12.6K | 1.2% | ▼−16% Reduced · −2K sh | |
| 13 | Qualcomm Inc. Common Stock | $6.2M | 33.6K | 1.2% | ▼−2.0% Reduced · −700 sh | |
| 14 | Norfolk Southern Corporation Common Stock | $5.4M | 17.0K | 1.0% | ▼−2.9% Reduced · −500 sh | |
| 15 | Procter & Gamble Company Common Stock | $5.2M | 35.4K | 1.0% | ▼−12% Reduced · −5K sh | |
| 16 | Dover Corporation Common Stock | $4.6M | 20.4K | 0.9% | —Held | |
| 17 | Honeywell International Inc. Common Stock | $4.6M | 20.4K | 0.9% | ▼−51% Reduced · −21K sh | |
| 18 | McDonald's Corporation Common Stock | $4.5M | 16.6K | 0.9% | ▼−2.9% Reduced · −500 sh | |
| 19 | Oracle Corporation Common Stock | $4.4M | 29.9K | 0.8% | —Held | |
| 20 | Walt Disney Company Common Stock | $4.2M | 43.6K | 0.8% | ▼−1.0% Reduced · −450 sh | |
| 21 | American Express Company Common Stock | $3.7M | 11.0K | 0.7% | ▼−8.3% Reduced · −1K sh | |
| 22 | Goldman Sachs Group, Inc. Common Stock | $3.5M | 3.5K | 0.7% | ▼−4.1% Reduced · −150 sh | |
| 23 | Union Pacific Corporation Common Stock | $3.0M | 11.1K | 0.6% | ▼−4.3% Reduced · −500 sh | |
| 24 | Coca-Cola Company Common Stock | $2.9M | 35.5K | 0.6% | —Held | |
| 25 | L3Harris Technologies, Inc. Common Stock | $2.8M | 9.7K | 0.5% | —Held | |
| 26 | Novartis AG Common Stock | $2.8M | 17.9K | 0.5% | —Held | |
| 27 | Alphabet Inc. Class C Common Stock | $2.8M | 7.8K | 0.5% | ▼−16% Reduced · −2K sh | |
| 28 | United Parcel Service, Inc. Common Stock | $2.6M | 24.0K | 0.5% | —Held | |
| 29 | Abbott Laboratories Common Stock | $2.5M | 27.8K | 0.5% | ▼−19% Reduced · −7K sh | |
| 30 | Nike, Inc. Common Stock | $2.5M | 60.0K | 0.5% | —Held | |
| 31 | Colgate-Palmolive Company Common Stock | $2.5M | 26.8K | 0.5% | ▼−4.3% Reduced · −1K sh | |
| 32 | Costco Wholesale Corporation Common Stock | $2.3M | 2.4K | 0.4% | ▼−16% Reduced · −450 sh | |
| 33 | Howard Hughes Holdings Common Stock | $2.0M | 28.6K | 0.4% | —Held | |
| 34 | Home Depot, Inc. Common Stock | $1.8M | 5.0K | 0.3% | ▼−16% Reduced · −985 sh | |
| 35 | Alphabet Inc. Class A Common Stock | $1.6M | 4.4K | 0.3% | ▼−25% Reduced · −2K sh | |
| 36 | iShares Core S&P 500 ETF Common Stock | $1.6M | 2.1K | 0.3% | —Held | |
| 37 | United Rentals, Inc. Common Stock | $1.5M | 1.3K | 0.3% | —Held | |
| 38 | Bristol-Myers Squibb Company Common Stock | $1.5M | 25.4K | 0.3% | ▼−3.8% Reduced · −1K sh | |
| 39 | SPDR S&P 500 ETF Common Stock | $1.4M | 1.9K | 0.3% | ▼−2.5% Reduced · −50 sh | |
| 40 | Bank of America Corporation Common Stock | $1.4M | 24.6K | 0.3% | —Held | |
| 41 | Morgan Stanley Common Stock | $1.4M | 6.5K | 0.3% | ▼−3.7% Reduced · −250 sh | |
| 42 | GE Aerospace Common Stock | $1.2M | 3.3K | 0.2% | ▼−19% Reduced · −772 sh | |
| 43 | Honeywell Aerospace Inc. Common Stock | $1.2M | 5.4K | 0.2% | ▲New New position | |
| 44 | PepsiCo, Inc. Common Stock | $1.1M | 8.3K | 0.2% | ▼−55% Reduced · −10K sh | |
| 45 | GE Vernova Inc. Common Stock | $1.1M | 907 | 0.2% | ▼−8.9% Reduced · −89 sh | |
| 46 | Alibaba Group Holding Ltd ADS Common Stock | $969K | 10.1K | 0.2% | —Held | |
| 47 | CrowdStrike Holdings, Inc. Common Stock | $950K | 1.2K | 0.2% | ▼−2.0% Reduced · −25 sh | |
| 48 | Stryker Corporation Common Stock | $945K | 3.0K | 0.2% | —Held | |
| 49 | UnitedHealth Group Incorporated Common Stock | $927K | 2.2K | 0.2% | ▼−14% Reduced · −350 sh | |
| 50 | Chevron Corporation Common Stock | $902K | 5.4K | 0.2% | ▼−17% Reduced · −1K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1121908/holdings"
Use Arkolith to show INDEPENDENT INVESTORS INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 16d | 73 | $523.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 17d | 70 | $503.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 69 | $538.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 70 | $519.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 18d | 67 | $459.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 31d | 70 | $471.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 27d | 66 | $505.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 24d | 69 | $493.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.