Independent Investors Inc Portfolio Holdings

Independent Investors Inc

  • $501 Million
  • Q4 2024

Independent Investors Inc has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $501 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $294M, Microsoft Corp with a value of $23M, Jpmorgan Chase & CO with a value of $13.6M, Waters Corp with a value of $11.8M, and Johnson & Johnson with a value of $10.4M.

Examining the 13F form we can see an increase of $11.5M in the current position value, from $490M to 501M.

Below you can find more details about Independent Investors Inc portfolio as well as his latest detailed transactions.

Portfolio value $501 Million
Technology: $330 Million
Healthcare: $48.7 Million
Industrials: $39.7 Million
Financial Services: $28.6 Million
Consumer Defensive: $19.5 Million
Consumer Cyclical: $13.9 Million
Communication Services: $8.61 Million
Energy: $8.1 Million
Other: $4.21 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$294 Million 58.63% of portfolio
1,173,797
Q4 2024 Reduced 1.45%
$3.09T
$23 Million 4.58% of portfolio
54,528
Q4 2024 Reduced 0.18%
$784B
$13.6 Million 2.72% of portfolio
56,934
Q1 2024 Reduced 0.2%
$24.9B
$11.8 Million 2.36% of portfolio
31,867
Q2 2022 Reduced 1.54%
$398B
$10.4 Million 2.07% of portfolio
71,821
Q1 2024 Reduced 0.57%
$150B
$9.56 Million 1.91% of portfolio
42,325
Q1 2024 Reduced 0.39%
$393B
$9.11 Million 1.82% of portfolio
54,342
Q4 2024 Reduced 0.73%
$325B
$8.07 Million 1.61% of portfolio
45,388
Q2 2023 Reduced 0.06%
$153B
$7.86 Million 1.57% of portfolio
30,155
Q1 2024 Reduced 1.26%
$610B
$6.86 Million 1.37% of portfolio
15,137
Q3 2023 Reduced 1.3%
$445B
$6.66 Million 1.33% of portfolio
61,953
Q2 2024 Added 2.0%
$76.8B
$6.07 Million 1.21% of portfolio
49,000
Q1 2019 Reduced 2.0%
$105B
$5.41 Million 1.08% of portfolio
30,561
Q4 2024 Reduced 0.2%
$194B
$5.3 Million 1.06% of portfolio
34,500
Q4 2020 Reduced 10.39%
$212B
$5.23 Million 1.04% of portfolio
18,045
Q3 2024 Reduced 2.17%
$206B
$5.04 Million 1.01% of portfolio
45,264
Q3 2024 Reduced 0.66%
$96.9B
$4.54 Million 0.91% of portfolio
60,000
Q2 2020 Reduced 6.25%
$59.1B
$4.13 Million 0.82% of portfolio
17,600
Q1 2020 Reduced 0.56%
$224B
$4.08 Million 0.81% of portfolio
36,050
Q2 2023 Reduced 18.19%
$28.6B
$3.86 Million 0.77% of portfolio
20,600
Q4 2020 Reduced 8.85%
$237B
$3.56 Million 0.71% of portfolio
12,000
Q2 2022 Reduced 20.0%
$83.3B
$3.11 Million 0.62% of portfolio
24,661
Q4 2024 Reduced 0.6%
$208B
$2.96 Million 0.59% of portfolio
19,463
Q4 2024 Reduced 2.5%
$434B
$2.65 Million 0.53% of portfolio
2,890
Q4 2022 Reduced 17.19%
$152B
$2.65 Million 0.53% of portfolio
11,640
Q1 2024 Reduced 0.85%
$72.3B
$2.56 Million 0.51% of portfolio
28,133
Q4 2023 Reduced 0.12%
$422B
$2.33 Million 0.47% of portfolio
6,002
Q1 2024 Reduced 0.83%
$275B
$2.26 Million 0.45% of portfolio
36,225
Q1 2023 Reduced 4.92%
$219B
$2.08 Million 0.42% of portfolio
3,640
Q4 2020 Reduced 14.15%
$1.25T
$2.09 Million 0.42% of portfolio
10,960
Q1 2024 Reduced 0.9%
$40.6B
$2.05 Million 0.41% of portfolio
9,749
Q4 2021 Reduced 0.19%
$225B
$1.74 Million 0.35% of portfolio
17,900
Q3 2017 New
$299B
$1.6 Million 0.32% of portfolio
11,900
Q2 2024 Added 900.0%
$507B
$1.53 Million 0.3% of portfolio
3,015
Q3 2024 Reduced 6.22%
$125B
$1.52 Million 0.3% of portfolio
26,938
Q3 2023 Reduced 0.37%
$1.22T
$1.48 Million 0.3% of portfolio
7,820
Q1 2023 Reduced 2.49%
$0
$1.23 Million 0.25% of portfolio
2,093
Q4 2024 Reduced 0.48%
$0
$1.22 Million 0.24% of portfolio
2,089
Q3 2024 Added 19.03%
$372B
$1.09 Million 0.22% of portfolio
24,880
Q1 2024 Reduced 0.99%
$148B
$1.08 Million 0.22% of portfolio
3,000
Q3 2017 New
$161B
$937,000 0.19% of portfolio
3,800
Q1 2024 Reduced 0.39%
$52.5B
$936,000 0.19% of portfolio
1,330
Q1 2024 Reduced 3.62%
$235B
$940,000 0.19% of portfolio
7,483
Q4 2023 Reduced 1.75%
$292B
$896,000 0.18% of portfolio
6,190
Q2 2024 Added 4.03%
$262B
$856,000 0.17% of portfolio
10,100
Q4 2023 Reduced 4.72%
$0
$829,000 0.17% of portfolio
14,420
Q1 2024 Reduced 1.03%
$1.52B
$846,000 0.17% of portfolio
82,625
Q1 2024 Reduced 0.3%
$222B
$707,000 0.14% of portfolio
4,239
Q2 2024 Reduced 0.12%
$61.8B
$540,000 0.11% of portfolio
19,716
Q4 2024 Reduced 13.21%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $501 Million
  • Prior Value $490 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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