Top 50 Independent Investors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 54.48% | 1.08M | $274.4M | -1.09%(-11.91K) | $55.02(+416.52%) | 2026-03-31 | |
| MSFT | Microsoft Corporation | 3.99% | 54.3K | $20.1M | +0.00%(+0) | $31608.47(-98.70%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 3.45% | 71.2K | $17.4M | -0.55%(-396) | $64579.68(-99.65%) | 2026-03-31 | |
| JPM | JPMorgan Chase & Co. | 3.26% | 55.8K | $16.4M | -1.76%(-1.00K) | $39475.13(-99.22%) | 2026-03-31 | |
| AMGN | Amgen Inc. | 2.06% | 29.5K | $10.4M | -0.59%(-175) | $38014.75(-99.13%) | 2026-03-31 | |
| XOM | Exxon Mobil Corporation | 2.06% | 61.0K | $10.4M | -1.29%(-800) | $88003.31(-99.82%) | 2026-03-31 | |
| ABBV | AbbVie Inc. | 1.93% | 44.7K | $9.7M | -1.11%(-500) | $36553.21(-99.44%) | 2026-03-31 | |
| HON | Honeywell International Inc. | 1.86% | 41.5K | $9.4M | -1.83%(-775) | $54374.70(-99.62%) | 2026-03-31 | |
| WAT | Waters Corporation | 1.55% | 26.2K | $7.8M | +0.00%(+0) | $78600.55(-99.56%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc. Class B | 1.42% | 14.9K | $7.1M | -1.65%(-250) | $72999.82(-99.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.67% | +43.02% |
| Top 20 Holdings Unweighted | +9.69% | +31.99% |
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