Independent Investors Inc holds a concentrated book of 73 stocks worth $523.6M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-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.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
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
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, no cost basis
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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 73 | $523.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 70 | $503.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 69 | $538.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 70 | $519.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 67 | $459.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 70 | $471.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 66 | $505.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 69 | $493.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.