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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$294 Million 58.63% of portfolio
1,173,797
Q4 2024 Reduced 1.45%
$3.05T
$23 Million 4.58% of portfolio
54,528
Q4 2024 Reduced 0.18%
$809B
$13.6 Million 2.72% of portfolio
56,934
Q1 2024 Reduced 0.2%
$400B
$10.4 Million 2.07% of portfolio
71,821
Q1 2024 Reduced 0.57%
$398B
$9.11 Million 1.82% of portfolio
54,342
Q4 2024 Reduced 0.73%
$337B
$8.07 Million 1.61% of portfolio
45,388
Q2 2023 Reduced 0.06%
$614B
$6.86 Million 1.37% of portfolio
15,137
Q3 2023 Reduced 1.3%
$454B
$6.66 Million 1.33% of portfolio
61,953
Q2 2024 Added 2.0%
$217B
$5.23 Million 1.04% of portfolio
18,045
Q3 2024 Reduced 2.17%
$202B
$5.04 Million 1.01% of portfolio
45,264
Q3 2024 Reduced 0.66%
$470B
$4.98 Million 0.99% of portfolio
29,900
Q4 2022 Reduced 3.24%
$226B
$4.08 Million 0.81% of portfolio
36,050
Q2 2023 Reduced 18.19%
$237B
$3.56 Million 0.71% of portfolio
12,000
Q2 2022 Reduced 20.0%
$462B
$2.65 Million 0.53% of portfolio
2,890
Q4 2022 Reduced 17.19%
$417B
$2.33 Million 0.47% of portfolio
6,002
Q1 2024 Reduced 0.83%
$276B
$2.26 Million 0.45% of portfolio
36,225
Q1 2023 Reduced 4.92%
$1.14T
$2.09 Million 0.42% of portfolio
10,960
Q1 2024 Reduced 0.9%
$229B
$1.74 Million 0.35% of portfolio
17,900
Q3 2017 New
$324B
$1.6 Million 0.32% of portfolio
11,900
Q2 2024 Added 900.0%
$493B
$1.53 Million 0.3% of portfolio
3,015
Q3 2024 Reduced 6.22%
$1.11T
$1.48 Million 0.3% of portfolio
7,820
Q1 2023 Reduced 2.49%
$380B
$1.09 Million 0.22% of portfolio
24,880
Q1 2024 Reduced 0.99%
$237B
$940,000 0.19% of portfolio
7,483
Q4 2023 Reduced 1.75%
$299B
$896,000 0.18% of portfolio
6,190
Q2 2024 Added 4.03%
$274B
$856,000 0.17% of portfolio
10,100
Q4 2023 Reduced 4.72%
$224B
$707,000 0.14% of portfolio
4,239
Q2 2024 Reduced 0.12%
$226B
$516,000 0.1% of portfolio
2,350
Q4 2023 Reduced 22.95%
$569B
$436,000 0.09% of portfolio
1,380
Q3 2023 Reduced 0.65%
$256B
$325,000 0.06% of portfolio
5,500
Q2 2023 Reduced 73.17%
$221B
$248,000 0.05% of portfolio
2,500
Q1 2024 Reduced 0.99%

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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