Independent Investors Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Independent Investors Inc. reported 70 stock positions worth $503.6 million. Its top holding was Apple (AAPL) at 54.5% of the portfolio, followed by Microsoft (MSFT, 4.0%) and Johnson & Johnson (JNJ, 3.5%). Compared with Q4 2025, it opened 2 new positions, sold out of 1 and reduced 34. The biggest buy was a new position in SLB (SLB) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
NESCONSET, NY
CIK
0001121908
Portfolio Value
$503.6M (Q1 2026)
SEC Filing
0001104659-26-044706 ↗ filed Apr 17, 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 $503.6M Q1 2026 Q2 2026: $523.6M Q2 2026

Holdings 70 stocks · $503.6M
AAPL Apple Inc. 54.48% 1,081,073 $274.4M Reduce -1.1%
MSFT Microsoft Corp. 3.99% 54,300 $20.1M No change
JNJ Johnson & Johnson 3.45% 71,156 $17.4M Reduce -0.6%
JPM JPMorgan Chase & Co. 3.26% 55,804 $16.4M Reduce -1.8%
AMGN Amgen Inc. 2.06% 29,476 $10.4M Reduce -0.6%
XOM Exxon Mobil Corp. 2.06% 61,049 $10.4M Reduce -1.3%
ABBV Abbvie Inc. 1.93% 44,674 $9.7M Reduce -1.1%
HON Honeywell International Inc. 1.86% 41,550 $9.4M Reduce -1.8%
WAT Waters Corp. 1.55% 26,163 $7.8M No change
BRK.B Berkshire Hathaway Inc. Class B 1.42% 14,887 $7.1M Reduce -1.6%
NVDA Nvidia Corp. 1.34% 38,565 $6.7M No change
EMR Emerson Electric Co. 1.27% 48,896 $6.4M No change
BA The Boeing Co. 1.20% 30,357 $6.0M No change
PG The Procter & Gamble Co. 1.15% 40,095 $5.8M Reduce -3.6%
MCD McDonald's Corp. 1.06% 17,116 $5.3M Reduce -3.3%
NSC Norfolk Southern Corp. 1.00% 17,517 $5.0M No change
QCOM Qualcomm Inc. 0.88% 34,292 $4.4M No change
ORCL Oracle Corp. 0.87% 29,900 $4.4M No change
DOV Dover Corp. 0.84% 20,400 $4.3M Reduce -1.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.84% 44,026 $4.2M Reduce -3.0%
AXP American Express Co. 0.72% 12,000 $3.6M No change
ABT Abbott Laboratories 0.70% 34,390 $3.5M Reduce -1.4%
LHX L3HARRIS Technologies Inc. 0.67% 9,749 $3.4M No change
NKE Nike Inc. Class B 0.63% 60,000 $3.2M No change
GS Goldman Sachs Group Inc. 0.61% 3,640 $3.1M No change
COST Costco Wholesale Corp. 0.57% 2,865 $2.9M Reduce -0.9%
PEP Pepsico Inc. 0.56% 18,213 $2.8M Reduce -6.4%
UNP Union Pacific Corp. 0.56% 11,640 $2.8M No change
NVS Novartis AG-Sponsored ADR 0.54% 17,900 $2.7M No change
KO The Coca-Cola Co. 0.54% 35,496 $2.7M No change
GOOG Alphabet Inc. Class C 0.53% 9,290 $2.7M No change
CL Colgate-Palmolive Co. 0.47% 28,033 $2.4M No change
UPS United Parcel Service Class B 0.47% 24,028 $2.4M No change
HD Home Depot Inc. 0.39% 6,001 $2.0M Reduce -3.6%
HHH Howard Hughes Holdings Inc. 0.36% 28,637 $1.8M Reduce -1.0%
GOOGL Alphabet Inc. Class A 0.34% 5,920 $1.7M Reduce -9.2%
BMY Bristol-Myers Squibb Co. 0.32% 26,438 $1.6M Reduce -1.9%
IVV iShares Core S&P 500 ETF 0.27% 2,106 $1.4M No change
CVX Chevron Corp. 0.27% 6,590 $1.4M Reduce -3.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.25% 1,972 $1.3M No change
BABA Alibaba Group Holding-SP ADR 0.25% 10,100 $1.3M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.24% 24,580 $1.2M Reduce -1.2%
GE General Electric filed as GE AEROSPACE 0.23% 4,114 $1.2M Reduce -3.0%
MS Morgan Stanley 0.22% 6,783 $1.1M Reduce -2.9%
SYK Stryker Corp. 0.20% 3,000 $986K No change
URI United Rentals Inc. 0.19% 1,325 $965K No change
LOW Lowe's Cos Inc. 0.18% 3,800 $898K No change
GEV GE Vernova Inc. 0.17% 996 $869K Reduce -3.0%
JEPI JPMorgan Equity Premium Inco 0.17% 15,211 $862K No change
SOLS Solstice Adv Materials Inc. 0.16% 10,329 $787K Reduce -2.4%
UNH Unitedhealth Group Inc. 0.14% 2,580 $698K Reduce -9.3%
KVUE Kenvue Inc. 0.13% 38,249 $659K Reduce -2.5%
UBER Uber Technologies Inc. 0.13% 9,040 $650K Reduce -0.8%
KMI Kinder Morgan Inc. 0.12% 18,616 $624K Reduce -2.6%
CSCO Cisco Systems Inc. 0.12% 7,870 $611K Reduce -4.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 2,350 $570K No change
AMZN Amazon.com Inc. 0.10% 2,465 $513K Reduce -11.0%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.10% 9,120 $506K No change
CRWD CrowdStrike Holdings Inc. Class A 0.10% 1,270 $496K Reduce -3.8%
ETN Eaton Corp. PLC 0.09% 1,200 $429K No change
PCT Purecycle Technologies Inc. 0.08% 80,567 $418K Reduce -0.4%
V Visa Inc. Class A 0.08% 1,380 $417K No change
PFE Pfizer Inc. 0.07% 12,250 $344K No change
MRK Merck & Co. Inc. 0.06% 2,500 $301K No change
IJK iShares S&P Mid-Cap 400 Grow 0.06% 2,800 $282K No change
SLB SLB Ltd. filed as SLB LIMITED 0.05% 4,425 $227K New
QQQ Invesco QQQ Trust Series 1 0.04% 383 $221K No change
APD Air Products & Chemicals Inc. 0.04% 746 $217K New
INDA iShares MSCI India ETF 0.04% 4,620 $216K Reduce -17.8%
METV Roundhill Ball Metaverse ETF 0.03% 10,000 $159K No change

Portfolio Sells Q4 2025 → Q1 2026
AAPL Apple Inc. Reduce -1.1% 54.48% −0.73
JPM JPMorgan Chase & Co. Reduce -1.8% 3.26% −0.14
DIS The Walt Disney Co. Reduce -3.0% 0.84% −0.12
ABT Abbott Laboratories Reduce -1.4% 0.70% −0.11
HHH Howard Hughes Holdings Inc. Reduce -1.0% 0.36% −0.07
PCT Purecycle Technologies Inc. Reduce -0.4% 0.08% −0.05
BLK BlackRock Inc. Sold out 0.00% −0.04
GOOGL Alphabet Inc. Class A Reduce -9.2% 0.34% −0.04
UNH Unitedhealth Group Inc. Reduce -9.3% 0.14% −0.04
AMZN Amazon.com Inc. Reduce -11.0% 0.10% −0.02
CRWD CrowdStrike Holdings Inc. Class A Reduce -3.8% 0.10% −0.02
BAC Bank of America Corp. Reduce -1.2% 0.24% −0.02
INDA iShares MSCI India ETF Reduce -17.8% 0.04% −0.01
GE General Electric Reduce -3.0% 0.23% −0.01
UBER Uber Technologies Inc. Reduce -0.8% 0.13% −0.01
MS Morgan Stanley Reduce -2.9% 0.22% −0.01
HD Home Depot Inc. Reduce -3.6% 0.39% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.6% 1.42% +0.00
CSCO Cisco Systems Inc. Reduce -4.8% 0.12% +0.00
KVUE Kenvue Inc. Reduce -2.5% 0.13% +0.01
ABBV Abbvie Inc. Reduce -1.1% 1.93% +0.01
KMI Kinder Morgan Inc. Reduce -2.6% 0.12% +0.03
PG The Procter & Gamble Co. Reduce -3.6% 1.15% +0.04
PEP Pepsico Inc. Reduce -6.4% 0.56% +0.04
GEV GE Vernova Inc. Reduce -3.0% 0.17% +0.05
BMY Bristol-Myers Squibb Co. Reduce -1.9% 0.32% +0.05
MCD McDonald's Corp. Reduce -3.3% 1.06% +0.05
SOLS Solstice Adv Materials Inc. Reduce -2.4% 0.16% +0.06
CVX Chevron Corp. Reduce -3.6% 0.27% +0.08
DOV Dover Corp. Reduce -1.0% 0.84% +0.10
COST Costco Wholesale Corp. Reduce -0.9% 0.57% +0.10
AMGN Amgen Inc. Reduce -0.6% 2.06% +0.26
HON Honeywell International Inc. Reduce -1.8% 1.86% +0.33
XOM Exxon Mobil Corp. Reduce -1.3% 2.06% +0.67
JNJ Johnson & Johnson Reduce -0.6% 3.45% +0.70

Portfolio Buys Q4 2025 → Q1 2026
SLB SLB Ltd. New 0.05% +0.05
APD Air Products & Chemicals Inc. 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