StockDriftsStockDriftsTop 50 Independent Investors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 56.81% | 1.03M | $297.5M | -4.91%(-53.09K) | $0.00 | 2026-06-30 | |
| MSFT | Microsoft Corporation | 3.71% | 52.0K | $19.4M | -4.14%(-2.25K) | $0.00 | 2026-06-30 | |
| JNJ | Johnson & Johnson | 3.41% | 70.4K | $17.9M | -1.12%(-800) | $0.00 | 2026-06-30 | |
| JPM | JPMorgan Chase & Co. | 3.39% | 54.2K | $17.7M | -2.87%(-1.60K) | $0.00 | 2026-06-30 | |
| AMGN | Amgen Inc. | 2.02% | 29.2K | $10.6M | -1.02%(-300) | $0.00 | 2026-06-30 | |
| ABBV | AbbVie Inc. | 1.94% | 40.3K | $10.1M | -9.85%(-4.40K) | $45.32(+450.41%) | 2026-06-30 | |
| XOM | Exxon Mobil Corporation | 1.53% | 58.6K | $8.0M | -3.93%(-2.40K) | $0.00 | 2026-06-30 | |
| WAT | Waters Corporation | 1.48% | 20.7K | $7.7M | -21.02%(-5.50K) | $0.00 | 2026-06-30 | |
| NVDA | NVIDIA Corporation | 1.46% | 38.3K | $7.7M | -0.79%(-305) | $99.04(+128.25%) | 2026-06-30 | |
| EMR | Emerson Electric Co. | 1.34% | 48.9K | $7.0M | +0.00%(+0) | $0.00 | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.78% | +63.39% | +11.87% | +75.24% |
| Top 20 Holdings Unweighted | +12.15% | +41.05% | +7.42% | +43.04% |
Independent Investors INC reports $523.62M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (56.8%), MSFT (3.7%) and JNJ (3.4%). The top 20 holdings account for 86.95% of reported assets. Its disclosed equity book has returned +63.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Independent Investors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1121908). View Independent Investors INC’s 13F filings on SEC