Independent Investors Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Independent Investors Inc. reported 73 stock positions worth $523.6 million. Its top holding was Apple (AAPL) at 56.8% of the portfolio, followed by Microsoft (MSFT, 3.7%) and Johnson & Johnson (JNJ, 3.4%). Compared with Q1 2026, it opened 3 new positions, sold out of 1 and reduced 44. The biggest buy was a new position in Pershing Square USA (PSUS) and the biggest sale Honeywell International (HON, shares −51%).

Most Recent 13F
Q2 2026
Location
NESCONSET, NY
CIK
0001121908
Portfolio Value
$523.6M (Q2 2026)
SEC Filing
0001104659-26-084135 ↗ filed Jul 16, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $418.2M Q1 2024 Q2 2024: $455.7M Q2 2024 Q3 2024: $493.5M Q3 2024 Q4 2024: $505.2M Q4 2024 Q1 2025: $471.3M Q1 2025 Q2 2025: $459.1M Q2 2025 Q3 2025: $519.6M Q3 2025 Q4 2025: $538.1M Q4 2025 Q1 2026: $503.6M Q1 2026 Q2 2026: $523.6M $523.6M Q2 2026

Holdings 73 stocks · $523.6M
AAPL Apple Inc. 56.81% 1,027,983 $297.5M Reduce -4.9%
MSFT Microsoft Corp. 3.71% 52,050 $19.4M Reduce -4.1%
JNJ Johnson & Johnson 3.41% 70,356 $17.9M Reduce -1.1%
JPM JPMorgan Chase & Co. 3.39% 54,204 $17.7M Reduce -2.9%
AMGN Amgen Inc. 2.02% 29,176 $10.6M Reduce -1.0%
ABBV Abbvie Inc. 1.94% 40,274 $10.1M Reduce -9.8%
XOM Exxon Mobil Corp. 1.53% 58,649 $8.0M Reduce -3.9%
WAT Waters Corp. 1.48% 20,663 $7.7M Reduce -21.0%
NVDA Nvidia Corp. 1.46% 38,260 $7.7M Reduce -0.8%
EMR Emerson Electric Co. 1.34% 48,896 $7.0M No change
BA The Boeing Co. 1.22% 29,457 $6.4M Reduce -3.0%
BRK.B Berkshire Hathaway Inc. Class B 1.20% 12,577 $6.3M Reduce -15.5%
QCOM Qualcomm Inc. 1.19% 33,592 $6.2M Reduce -2.0%
NSC Norfolk Southern Corp. 1.02% 17,017 $5.4M Reduce -2.9%
PG The Procter & Gamble Co. 0.99% 35,415 $5.2M Reduce -11.7%
DOV Dover Corp. 0.87% 20,400 $4.6M No change
HON Honeywell International Inc. 0.87% 20,373 $4.6M Reduce -51.0%
MCD McDonald's Corp. 0.86% 16,616 $4.5M Reduce -2.9%
ORCL Oracle Corp. 0.84% 29,900 $4.4M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.80% 43,576 $4.2M Reduce -1.0%
AXP American Express Co. 0.71% 11,000 $3.7M Reduce -8.3%
GS Goldman Sachs Group Inc. 0.67% 3,490 $3.5M Reduce -4.1%
UNP Union Pacific Corp. 0.58% 11,140 $3.0M Reduce -4.3%
KO The Coca-Cola Co. 0.55% 35,496 $2.9M No change
LHX L3HARRIS Technologies Inc. 0.54% 9,749 $2.8M No change
NVS Novartis AG-Sponsored ADR 0.54% 17,900 $2.8M No change
GOOG Alphabet Inc. Class C 0.53% 7,790 $2.8M Reduce -16.1%
UPS United Parcel Service Class B 0.49% 24,028 $2.6M No change
ABT Abbott Laboratories 0.48% 27,840 $2.5M Reduce -19.1%
NKE Nike Inc. Class B 0.47% 60,000 $2.5M No change
CL Colgate-Palmolive Co. 0.47% 26,833 $2.5M Reduce -4.3%
COST Costco Wholesale Corp. 0.43% 2,415 $2.3M Reduce -15.7%
HHH Howard Hughes Holdings Inc. 0.39% 28,637 $2.0M No change
HD Home Depot Inc. 0.34% 5,016 $1.8M Reduce -16.4%
GOOGL Alphabet Inc. Class A 0.30% 4,420 $1.6M Reduce -25.3%
IVV iShares Core S&P 500 ETF 0.30% 2,106 $1.6M No change
URI United Rentals Inc. 0.29% 1,325 $1.5M No change
BMY Bristol-Myers Squibb Co. 0.28% 25,438 $1.5M Reduce -3.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.27% 1,922 $1.4M Reduce -2.5%
BAC Bank of America Corp. 0.27% 24,580 $1.4M No change
MS Morgan Stanley 0.26% 6,533 $1.4M Reduce -3.7%
GE General Electric filed as GE AEROSPACE 0.24% 3,342 $1.2M Reduce -18.8%
HONA Honeywell Aerospace Inc. 0.23% 5,373 $1.2M Reduce -74.1%
PEP Pepsico Inc. 0.21% 8,263 $1.1M Reduce -54.6%
GEV GE Vernova Inc. 0.20% 907 $1.1M Reduce -8.9%
BABA Alibaba Group Holding-SP ADR 0.19% 10,100 $969K No change
CRWD CrowdStrike Holdings Inc. Class A 0.18% 1,245 $950K Reduce -2.0%
SYK Stryker Corp. 0.18% 3,000 $945K No change
UNH Unitedhealth Group Inc. 0.18% 2,230 $927K Reduce -13.6%
CVX Chevron Corp. 0.17% 5,440 $902K Reduce -17.4%
SOLS Solstice Adv Materials Inc. 0.17% 10,129 $897K Reduce -1.9%
LOW Lowe's Cos Inc. 0.16% 3,800 $838K No change
JEPI JPMorgan Equity Premium Inco 0.15% 14,251 $805K Reduce -6.3%
PSUS Pershing Square USA Ltd. 0.14% 20,000 $748K New
CSCO Cisco Systems Inc. 0.14% 6,160 $724K Reduce -21.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 2,350 $661K No change
PCT Purecycle Technologies Inc. 0.12% 80,567 $653K No change
UBER Uber Technologies Inc. 0.12% 8,880 $641K Reduce -1.8%
KMI Kinder Morgan Inc. 0.11% 18,616 $595K No change
AMZN Amazon.com Inc. 0.11% 2,410 $574K Reduce -2.2%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.10% 8,410 $517K Reduce -7.8%
ETN Eaton Corp. PLC 0.10% 1,200 $511K No change
V Visa Inc. Class A 0.09% 1,380 $473K No change
IJK iShares S&P Mid-Cap 400 Grow 0.06% 2,800 $329K No change
MRK Merck & Co. Inc. 0.06% 2,500 $321K No change
QQQ Invesco QQQ Trust Series 1 0.05% 383 $282K No change
PFE Pfizer Inc. 0.05% 11,650 $281K Reduce -4.9%
APD Air Products & Chemicals Inc. 0.04% 746 $219K No change
VWO Vanguard Ftse Emerging Marke 0.04% 3,650 $218K New
INDA iShares MSCI India ETF 0.04% 4,210 $208K Reduce -8.9%
SLB SLB Ltd. filed as SLB LIMITED 0.04% 4,425 $206K No change
SEG Seaport Entertainment Group 0.04% 7,584 $202K New
METV Roundhill Ball Metaverse ETF 0.04% 10,000 $185K No change

Portfolio Sells Q1 2026 → Q2 2026
HON Honeywell International Inc. Reduce -51.0% 0.87% −0.99
HONA Honeywell Aerospace Inc. Reduce -74.1% 0.23% −0.69
XOM Exxon Mobil Corp. Reduce -3.9% 1.53% −0.53
PEP Pepsico Inc. Reduce -54.6% 0.21% −0.35
MSFT Microsoft Corp. Reduce -4.1% 3.71% −0.28
ABT Abbott Laboratories Reduce -19.1% 0.48% −0.22
BRK.B Berkshire Hathaway Inc. Class B Reduce -15.5% 1.20% −0.21
MCD McDonald's Corp. Reduce -2.9% 0.86% −0.20
PG The Procter & Gamble Co. Reduce -11.7% 0.99% −0.16
COST Costco Wholesale Corp. Reduce -15.7% 0.43% −0.14
KVUE Kenvue Inc. Sold out 0.00% −0.13
CVX Chevron Corp. Reduce -17.4% 0.17% −0.10
WAT Waters Corp. Reduce -21.0% 1.48% −0.07
HD Home Depot Inc. Reduce -16.4% 0.34% −0.05
AMGN Amgen Inc. Reduce -1.0% 2.02% −0.04
DIS The Walt Disney Co. Reduce -1.0% 0.80% −0.04
JNJ Johnson & Johnson Reduce -1.1% 3.41% −0.04
BMY Bristol-Myers Squibb Co. Reduce -3.8% 0.28% −0.04
GOOGL Alphabet Inc. Class A Reduce -25.3% 0.30% −0.04
JEPI JPMorgan Equity Premium Inco Reduce -6.3% 0.15% −0.02
PFE Pfizer Inc. Reduce -4.9% 0.05% −0.01
AXP American Express Co. Reduce -8.3% 0.71% −0.01
UBER Uber Technologies Inc. Reduce -1.8% 0.12% −0.01
CL Colgate-Palmolive Co. Reduce -4.3% 0.47% −0.00
GOOG Alphabet Inc. Class C Reduce -16.1% 0.53% −0.00
INDA iShares MSCI India ETF Reduce -8.9% 0.04% −0.00
JEPQ JPM Nasdaq Equity Premium Reduce -7.8% 0.10% −0.00
ABBV Abbvie Inc. Reduce -9.8% 1.94% +0.01
GE General Electric Reduce -18.8% 0.24% +0.01
AMZN Amazon.com Inc. Reduce -2.2% 0.11% +0.01
SOLS Solstice Adv Materials Inc. Reduce -1.9% 0.17% +0.02
CSCO Cisco Systems Inc. Reduce -21.7% 0.14% +0.02
UNP Union Pacific Corp. Reduce -4.3% 0.58% +0.02
BA The Boeing Co. Reduce -3.0% 1.22% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.5% 0.27% +0.02
NSC Norfolk Southern Corp. Reduce -2.9% 1.02% +0.02
GEV GE Vernova Inc. Reduce -8.9% 0.20% +0.03
UNH Unitedhealth Group Inc. Reduce -13.6% 0.18% +0.04
MS Morgan Stanley Reduce -3.7% 0.26% +0.04
GS Goldman Sachs Group Inc. Reduce -4.1% 0.67% +0.06
CRWD CrowdStrike Holdings Inc. Class A Reduce -2.0% 0.18% +0.08
NVDA Nvidia Corp. Reduce -0.8% 1.46% +0.13
JPM JPMorgan Chase & Co. Reduce -2.9% 3.39% +0.13
QCOM Qualcomm Inc. Reduce -2.0% 1.19% +0.31
AAPL Apple Inc. Reduce -4.9% 56.81% +2.32

Portfolio Buys Q1 2026 → Q2 2026
PSUS Pershing Square USA Ltd. New 0.14% +0.14
VWO Vanguard Ftse Emerging Marke New 0.04% +0.04
SEG Seaport Entertainment Group New 0.04% +0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 73$523.6MAAPL, MSFT, JNJ, JPM, AMGN
Q1 2026 70$503.6MAAPL, MSFT, JNJ, JPM, AMGN
Q4 2025 69$538.1MAAPL, MSFT, JPM, JNJ, ABBV
Q3 2025 70$519.6MAAPL, MSFT, JPM, JNJ, ABBV
Q2 2025 67$459.1MAAPL, MSFT, JPM, JNJ, HON
Q1 2025 70$471.3MAAPL, MSFT, JPM, JNJ, WAT
Q4 2024 66$505.2MAAPL, MSFT, JPM, WAT, JNJ
Q3 2024 69$493.5MAAPL, MSFT, JPM, JNJ, WAT
Q2 2024 67$455.7MAAPL, MSFT, JPM, JNJ, AMGN
Q1 2024 67$418.2MAAPL, MSFT, JPM, JNJ, WAT