Q2 2026 13F · SEC CIK 1121908

Independent Investors Inc

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $523.6M
Reported positions: 73
Top holdings a year, 3 yrs: +17.1%
Assets under management: $571.9M

Independent Investors Inc is a wealth manager that reported 73 positions worth $523.6M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Apple Inc (AAPL, 56.8%), Microsoft Corp (MSFT, 3.7%), Johnson & Johnson (JNJ, 3.4%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 20.4% for the S&P 500.

Independent Investors Inc holdings largest 50 of 73 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Independent Investors Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	56.8%	54.5%	1,027,983	-4.9%	$297.5M
MSFTMicrosoft Corp	3.7%	4.0%	52,050	-4.1%	$19.4M
JNJJohnson & Johnson	3.4%	3.5%	70,356	-1.1%	$17.9M
JPMJpmorgan Chase & Co	3.4%	3.3%	54,204	-2.9%	$17.7M
AMGNAmgen Inc Com	2.0%	2.1%	29,176	-1.0%	$10.6M
ABBVAbbvie Inc	1.9%	1.9%	40,274	-9.8%	$10.1M
XOMExxon Mobil Corp	1.5%	2.1%	58,649	-3.9%	$8.0M
WATWaters Corp.	1.5%	1.5%	20,663	-21.0%	$7.7M
NVDANvidia Corporation Com	1.5%	1.3%	38,260	-0.8%	$7.7M
EMREmerson Elec Co Com	1.3%	1.3%	48,896	+0.0%	$7.0M
BABoeing Co	1.2%	1.2%	29,457	-3.0%	$6.4M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.4%	12,577	-15.5%	$6.3M
QCOMQualcomm Inc	1.2%	0.9%	33,592	-2.0%	$6.2M
NSCNorfolk Southn Corp	1.0%	1.0%	17,017	-2.9%	$5.4M
PGProcter & Gamble Co Com	1.0%	1.1%	35,415	-11.7%	$5.2M
DOVDover Corp Common	0.9%	0.8%	20,400	+0.0%	$4.6M
HONHoneywell Intl Inc	0.9%	1.9%	20,373	-51.0%	$4.6M
MCDMcdonalds Corp Com	0.9%	1.1%	16,616	-2.9%	$4.5M
ORCLOracle Corp	0.8%	0.9%	29,900	+0.0%	$4.4M
DISDisney Walt Co	0.8%	0.8%	43,576	-1.0%	$4.2M
AXPAmerican Express Co Com	0.7%	0.7%	11,000	-8.3%	$3.7M
GSGoldman Sachs Group Inc	0.7%	0.6%	3,490	-4.1%	$3.5M
UNPUnion Pac Corp	0.6%	0.6%	11,140	-4.3%	$3.0M
KOCoca Cola Co	0.6%	0.5%	35,496	+0.0%	$2.9M
LHXL3harris Technologies Inc	0.5%	0.7%	9,749	+0.0%	$2.8M
NVSNovartis AG	0.5%	0.5%	17,900	+0.0%	$2.8M
GOOGAlphabet Inc	0.5%	0.5%	7,790	-16.1%	$2.8M
UPSUnited Parcel Svcs Inc Cl B	0.5%	0.5%	24,028	+0.0%	$2.6M
ABTAbbott Laboratories	0.5%	0.7%	27,840	-19.0%	$2.5M
NKENike Inc Cl B	0.5%	0.6%	60,000	+0.0%	$2.5M
CLColgate Palmolive Co	0.5%	0.5%	26,833	-4.3%	$2.5M
COSTCostco Whsl Corp New	0.4%	0.6%	2,415	-15.7%	$2.3M
HHHHoward Hughes Holdings Inc	0.4%	0.4%	28,637	+0.0%	$2.0M
HDHome Depot Inc Com	0.3%	0.4%	5,016	-16.4%	$1.8M
GOOGLAlphabet Inc	0.3%	0.3%	4,420	-25.3%	$1.6M
IVVIshares Core S&p 500 ETF	0.3%	0.3%	2,106	+0.0%	$1.6M
URIUnited Rentals Inc Com	0.3%	0.2%	1,325	+0.0%	$1.5M
BMYBristol-Myers Squibb Co Com	0.3%	0.3%	25,438	-3.8%	$1.5M
SPYSpdr S&p 500 ETF Tr	0.3%	0.3%	1,922	-2.5%	$1.4M
BACBank of Amer Corp	0.3%	0.2%	24,580	+0.0%	$1.4M
MSMorgan Stanley Com New	0.3%	0.2%	6,533	-3.7%	$1.4M
GEGe Aerospace	0.2%	0.2%	3,342	-18.8%	$1.2M
HONAHoneywell Aerospace Inc.	0.2%	—	5,373	—	$1.2M
PEPPepsico Inc	0.2%	0.6%	8,263	-54.6%	$1.1M
GEVGe Vernova Inc	0.2%	0.2%	907	-8.9%	$1.1M
BABAAlibaba Group Hldg Ltd	0.2%	0.3%	10,100	+0.0%	$969K
CRWDCrowdstrike Hldgs Inc Class A	0.2%	—	1,245	—	$950K
SYKStryker Corporation	0.2%	0.2%	3,000	+0.0%	$945K
UNHUnitedhealth Group Inc Com	0.2%	—	2,230	—	$927K
CVXChevron Corp New	0.2%	0.3%	5,440	-17.5%	$902K

What Independent Investors Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

PEP Pepsico Inc-54.6% shares
HON Honeywell Intl Inc-51.0% shares
GOOGL Alphabet Inc-25.3% shares
WAT Waters Corp.-21.0% shares
ABT Abbott Laboratories-19.0% shares
GE Ge Aerospace-18.8% shares
CVX Chevron Corp New-17.5% shares
HD Home Depot Inc Com-16.4% shares

Left the top 50

LOW Lowes Cos Incwas 0.2%
JEPI Jpmorgan Equity Premium Income ETFwas 0.2%
SOLS Solstice Advanced Matls Incwas 0.2%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.6% /yr; S&P 500 +20.1%
3 years: +17.1% /yr; S&P 500 +20.4%
5 years: +11.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$523.6M	73
Q1 2026	$503.6M	70
Q4 2025	$538.1M	69
Q3 2025	$519.6M	70
Q2 2025	$459.1M	67
Q1 2025	$471.3M	70
Q4 2024	$505.2M	66
Q3 2024	$493.5M	69
Q2 2024	$455.7M	67
Q1 2024	$418.2M	67
Q4 2023	$434.5M	67
Q3 2023	$394.2M	67

Questions about Independent Investors Inc's portfolio

What stocks does Independent Investors Inc own?

Independent Investors Inc's latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 73 positions worth $523.6M. The largest are Apple Inc (AAPL) at 56.8%, Microsoft Corp (MSFT) at 3.7%, Johnson & Johnson (JNJ) at 3.4%, Jpmorgan Chase & Co (JPM) at 3.4% and Amgen Inc Com (AMGN) at 2.0%.

What did Independent Investors Inc buy last quarter?

Independent Investors Inc opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Independent Investors Inc sell last quarter?

In Q2 2026, Independent Investors Inc cut from its top 50 Lowes Cos Inc (LOW), cut from its top 50 Jpmorgan Equity Premium Income ETF (JEPI), cut from its top 50 Solstice Advanced Matls Inc (SOLS), Pepsico Inc (PEP) (-54.6% shares), Honeywell Intl Inc (HON) (-51.0% shares) and Alphabet Inc (GOOGL) (-25.3% shares), compared with its Q1 2026 filing.

How has Independent Investors Inc's portfolio performed?

A portfolio copying Independent Investors Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.6% against +20.1%. Over 5 years: +11.6% a year against +11.6%.

When is Independent Investors Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Independent Investors Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Independent Investors Inc manage?

Independent Investors Inc reported $571.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $523.6M.