INDEPENDENT INVESTORS INC

NESCONSET, NY · CIK 1121908 · 13F filing filed 2023-04-13

SEC-registered investment adviser since 1983 · corporation

Assets managed$571.9m
Staff6 · 2 in investment roles
Main clients (by assets)Charities 49%, High net worth individuals 49%, Individuals 3%
Form ADV · 2026-09-22SEC adviser record

Kindinstitutions
Others nearbyNesconset, NY

$402.8m reported value +12.1% vs Q4 2022

69positions

74.1%in top 10

3 new 3 added 7 reduced 0 sold out vs Q4 2022

Holdings, Q1 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	1,301,903	$214.7m53.29%	53.29%	Reduced -14.3k	-14,300 -1.1%
2	MICROSOFT CORP COM MSFT	MSFT	54,806	$15.8m3.92%	3.92%	Unchanged
3	JOHNSON & JOHNSON COM JNJ	JNJ	77,115	$12.0m2.97%	2.97%	Unchanged
4	WATERS CORP COM WAT	WAT	31,867	$9.9m2.45%	2.45%	Unchanged
5	PROCTER AND GAMBLE CO COM PG	PG	58,150	$8.6m2.15%	2.15%	Unchanged
6	HONEYWELL INTL INC COM COM		42,490	$8.1m2.02%	2.02%	Unchanged
7	JPMORGAN CHASE & CO COM JPM	JPM	56,949	$7.4m1.84%	1.84%	Unchanged
8	AMGEN INC COM AMGN	AMGN	30,541	$7.4m1.83%	1.83%	Unchanged
9	NIKE INC CL B NKE	NKE	60,000	$7.4m1.83%	1.83%	Unchanged
10	ABBVIE INC COM ABBV	ABBV	45,414	$7.2m1.80%	1.80%	Unchanged
11	EXXON MOBIL CORP COM XOM	XOM	61,043	$6.7m1.66%	1.66%	Reduced -3.2k	-3,160 -4.9%
12	BOEING CO COM BA	BA	30,949	$6.6m1.63%	1.63%	Unchanged
13	MCDONALDS CORP COM MCD	MCD	18,551	$5.2m1.29%	1.29%	Unchanged
14	UNITED PARCEL SERVICE INC CL B UPS	UPS	24,811	$4.8m1.19%	1.19%	Unchanged
15	DISNEY WALT CO COM DIS	DIS	48,040	$4.8m1.19%	1.19%	Unchanged
16	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	15,337	$4.7m1.18%	1.18%	Unchanged
17	ABBOTT LABS COM ABT	ABT	44,068	$4.5m1.11%	1.11%	Unchanged
18	QUALCOMM INC COM QCOM	QCOM	34,500	$4.4m1.09%	1.09%	Unchanged
19	EMERSON ELEC CO COM EMR	EMR	49,000	$4.3m1.06%	1.06%	Unchanged
20	NORFOLK SOUTHN CORP COM NSC	NSC	17,600	$3.7m0.93%	0.93%	Unchanged
21	PEPSICO INC COM PEP	PEP	19,996	$3.6m0.90%	0.90%	Unchanged
22	DOVER CORP COM DOV	DOV	20,600	$3.1m0.78%	0.78%	Unchanged
23	ORACLE CORP COM ORCL	ORCL	29,900	$2.8m0.69%	0.69%	Unchanged
24	LOWES COS INC COM LOW	LOW	13,815	$2.8m0.69%	0.69%	Unchanged
25	HOWARD HUGHES CORP COM HHC	HHC	30,680	$2.5m0.61%	0.61%	Unchanged
26	UNION PAC CORP COM UNP	UNP	11,740	$2.4m0.59%	0.59%	Unchanged
27	COCA COLA CO COM KO	KO	36,225	$2.2m0.56%	0.56%	Reduced -1.9k	-1,875 -4.9%
28	COLGATE PALMOLIVE CO COM CL	CL	28,366	$2.1m0.53%	0.53%	Unchanged
29	AMERICAN EXPRESS CO COM AXP	AXP	12,000	$2.0m0.49%	0.49%	Unchanged
30	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	9,749	$1.9m0.47%	0.47%	Unchanged
31	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	27,038	$1.9m0.47%	0.47%	Unchanged
32	HOME DEPOT INC COM HD	HD	6,183	$1.8m0.45%	0.45%	Unchanged
33	UNITEDHEALTH GROUP INC COM UNH	UNH	3,560	$1.7m0.42%	0.42%	Unchanged
34	NOVARTIS AG SPONSORED ADR NVS	NVS	17,900	$1.6m0.41%	0.41%	Unchanged
35	KINDER MORGAN INC DEL COM KMI	KMI	85,816	$1.5m0.37%	0.37%	Unchanged
36	COSTCO WHSL CORP NEW COM COST	COST	2,890	$1.4m0.36%	0.36%	Unchanged
37	GOLDMAN SACHS GROUP INC COM GS	GS	3,640	$1.2m0.30%	0.30%	Unchanged
38	ALPHABET INC CAP STK CL C GOOG	GOOG	11,120	$1.2m0.29%	0.29%	Unchanged
39	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	10,600	$1.1m0.27%	0.27%	Unchanged
40	CISCO SYS INC COM CSCO	CSCO	20,500	$1.1m0.27%	0.27%	Unchanged
41	CVS HEALTH CORP COM CVS	CVS	13,700	$1.0m0.25%	0.25%	Unchanged
42	ACTIVISION BLIZZARD INC COM ATVI	ATVI	11,550	$988.6k0.25%	0.25%	Unchanged
43	BAXTER INTL INC COM BAX	BAX	24,360	$988.0k0.25%	0.25%	Unchanged
44	CHEVRON CORP NEW COM CVX	CVX	5,770	$941.4k0.23%	0.23%	Unchanged
45	STRYKER CORPORATION COM SYK	SYK	3,000	$856.4k0.21%	0.21%	Unchanged
46	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,820	$811.2k0.20%	0.20%	Reduced -200	-200 -2.5%
47	ELEMENT SOLUTIONS INC COM ESI	ESI	41,375	$799.0k0.20%	0.20%	Reduced -5.5k	-5,500 -11.7%
48	MORGAN STANLEY COM NEW MS	MS	8,216	$721.4k0.18%	0.18%	Unchanged
49	BANK AMERICA CORP COM BAC	BAC	25,130	$718.7k0.18%	0.18%	Added +490	+490 2.0%
50	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,661	$680.0k0.17%	0.17%	Added +50	+50 3.1%
51	PFIZER INC COM PFE	PFE	14,808	$604.2k0.15%	0.15%	Unchanged
52	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	10,770	$588.0k0.15%	0.15%	Added +1.0k	+1,000 10.2%
53	UNITED RENTALS INC COM URI	URI	1,380	$546.1k0.14%	0.14%	Unchanged
54	PURECYCLE TECHNOLOGIES INC COM PCT	PCT	62,800	$439.6k0.11%	0.11%	Unchanged
55	GE AEROSPACE COM NEW GE	GE	4,571	$437.0k0.11%	0.11%	Unchanged
56	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,050	$399.8k0.10%	0.10%	Unchanged
57	SCHLUMBERGER LTD COM STK SLB	SLB	7,223	$354.6k0.09%	0.09%	Unchanged
58	AIR PRODS & CHEMS INC COM APD	APD	1,186	$340.6k0.08%	0.08%	Unchanged
59	VISA INC COM CL A V	V	1,389	$313.2k0.08%	0.08%	Unchanged
60	NVIDIA CORPORATION COM NVDA	NVDA	1,030	$286.1k0.07%	0.07%	New
61	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	6,850	$276.7k0.07%	0.07%	Unchanged
62	MERCK & CO INC COM MRK	MRK	2,525	$268.6k0.07%	0.07%	Unchanged
63	VERIZON COMMUNICATIONS INC COM VZ	VZ	6,416	$249.5k0.06%	0.06%	Unchanged
64	MONDELEZ INTL INC CL A MDLZ	MDLZ	3,500	$244.0k0.06%	0.06%	Unchanged
65	BLACKROCK INC COM BLK	BLK	325	$217.5k0.05%	0.05%	Reduced -40	-40 -11.0%
66	3M CO COM MMM	MMM	2,000	$210.2k0.05%	0.05%	Reduced -1.1k	-1,050 -34.4%
67	EATON CORP PLC SHS ETN	ETN	1,215	$208.2k0.05%	0.05%	New
68	ISHARES TR S&P MC 400GR ETF IJK	IJK	2,800	$200.2k0.05%	0.05%	New
69	LISTED FD TR ROUNDHILL BALL METV	METV	10,000	$93.8k0.02%	0.02%	Unchanged