INDEPENDENT INVESTORS INC

NESCONSET, NY · CIK 1121908 · 13F filing filed 2026-04-17

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

$503.6m reported value -6.4% vs Q4 2025

70positions

76.1%in top 10

2 new 0 added 34 reduced 1 sold out vs Q4 2025

Holdings, Q1 2026

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	1,081,073	$274.4m54.48%	54.48%	Reduced -11.9k	-11,910 -1.1%
2	MICROSOFT CORP COM MSFT	MSFT	54,300	$20.1m3.99%	3.99%	Unchanged
3	JOHNSON & JOHNSON COM JNJ	JNJ	71,156	$17.4m3.45%	3.45%	Reduced -396	-396 -0.6%
4	JPMORGAN CHASE & CO COM JPM	JPM	55,804	$16.4m3.26%	3.26%	Reduced -1.0k	-1,000 -1.8%
5	AMGEN INC COM AMGN	AMGN	29,476	$10.4m2.06%	2.06%	Reduced -175	-175 -0.6%
6	EXXON MOBIL CORP COM XOM	XOM	61,049	$10.4m2.06%	2.06%	Reduced -800	-800 -1.3%
7	ABBVIE INC COM ABBV	ABBV	44,674	$9.7m1.93%	1.93%	Reduced -500	-500 -1.1%
8	HONEYWELL INTL INC COM COM		41,550	$9.4m1.86%	1.86%	Reduced -775	-775 -1.8%
9	WATERS CORP COM WAT	WAT	26,163	$7.8m1.55%	1.55%	Unchanged
10	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	14,887	$7.1m1.42%	1.42%	Reduced -250	-250 -1.6%
11	NVIDIA CORPORATION COM NVDA	NVDA	38,565	$6.7m1.34%	1.34%	Unchanged
12	EMERSON ELEC CO COM EMR	EMR	48,896	$6.4m1.27%	1.27%	Unchanged
13	BOEING CO COM BA	BA	30,357	$6.0m1.20%	1.20%	Unchanged
14	PROCTER AND GAMBLE CO COM PG	PG	40,095	$5.8m1.15%	1.15%	Reduced -1.5k	-1,508 -3.6%
15	MCDONALDS CORP COM MCD	MCD	17,116	$5.3m1.06%	1.06%	Reduced -575	-575 -3.2%
16	NORFOLK SOUTHN CORP COM NSC	NSC	17,517	$5.0m1.00%	1.00%	Unchanged
17	QUALCOMM INC COM QCOM	QCOM	34,292	$4.4m0.88%	0.88%	Unchanged
18	ORACLE CORP COM ORCL	ORCL	29,900	$4.4m0.87%	0.87%	Unchanged
19	DOVER CORP COM DOV	DOV	20,400	$4.3m0.84%	0.84%	Reduced -200	-200 -1.0%
20	DISNEY WALT CO COM DIS	DIS	44,026	$4.2m0.84%	0.84%	Reduced -1.4k	-1,375 -3.0%
21	AMERICAN EXPRESS CO COM AXP	AXP	12,000	$3.6m0.72%	0.72%	Unchanged
22	ABBOTT LABS COM ABT	ABT	34,390	$3.5m0.70%	0.70%	Reduced -500	-500 -1.4%
23	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	9,749	$3.4m0.67%	0.67%	Unchanged
24	NIKE INC CL B NKE	NKE	60,000	$3.2m0.63%	0.63%	Unchanged
25	GOLDMAN SACHS GROUP INC COM GS	GS	3,640	$3.1m0.61%	0.61%	Unchanged
26	COSTCO WHSL CORP NEW COM COST	COST	2,865	$2.9m0.57%	0.57%	Reduced -25	-25 -0.9%
27	PEPSICO INC COM PEP	PEP	18,213	$2.8m0.56%	0.56%	Reduced -1.2k	-1,250 -6.4%
28	UNION PAC CORP COM UNP	UNP	11,640	$2.8m0.56%	0.56%	Unchanged
29	NOVARTIS AG SPONSORED ADR NVS	NVS	17,900	$2.7m0.54%	0.54%	Unchanged
30	COCA COLA CO COM KO	KO	35,496	$2.7m0.54%	0.54%	Unchanged
31	ALPHABET INC CAP STK CL C GOOG	GOOG	9,290	$2.7m0.53%	0.53%	Unchanged
32	COLGATE PALMOLIVE CO COM CL	CL	28,033	$2.4m0.47%	0.47%	Unchanged
33	UNITED PARCEL SERVICE INC CL B UPS	UPS	24,028	$2.4m0.47%	0.47%	Unchanged
34	HOME DEPOT INC COM HD	HD	6,001	$2.0m0.39%	0.39%	Reduced -225	-225 -3.6%
35	HOWARD HUGHES HOLDINGS INC COM HHH	HHH	28,637	$1.8m0.36%	0.36%	Reduced -300	-300 -1.0%
36	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,920	$1.7m0.34%	0.34%	Reduced -600	-600 -9.2%
37	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	26,438	$1.6m0.32%	0.32%	Reduced -500	-500 -1.9%
38	ISHARES TR CORE S&P500 ETF IVV	IVV	2,106	$1.4m0.27%	0.27%	Unchanged
39	CHEVRON CORP NEW COM CVX	CVX	6,590	$1.4m0.27%	0.27%	Reduced -250	-250 -3.6%
40	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,972	$1.3m0.25%	0.25%	Unchanged
41	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	10,100	$1.3m0.25%	0.25%	Unchanged
42	BANK AMERICA CORP COM BAC	BAC	24,580	$1.2m0.24%	0.24%	Reduced -300	-300 -1.2%
43	GE AEROSPACE COM NEW GE	GE	4,114	$1.2m0.23%	0.23%	Reduced -125	-125 -3.0%
44	MORGAN STANLEY COM NEW MS	MS	6,783	$1.1m0.22%	0.22%	Reduced -200	-200 -2.9%
45	STRYKER CORPORATION COM SYK	SYK	3,000	$985.8k0.20%	0.20%	Unchanged
46	UNITED RENTALS INC COM URI	URI	1,325	$965.3k0.19%	0.19%	Unchanged
47	LOWES COS INC COM LOW	LOW	3,800	$897.9k0.18%	0.18%	Unchanged
48	GE VERNOVA INC COM GEV	GEV	996	$869.4k0.17%	0.17%	Reduced -31	-31 -3.0%
49	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	15,211	$862.2k0.17%	0.17%	Unchanged
50	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	10,329	$786.7k0.16%	0.16%	Reduced -249	-249 -2.4%
51	UNITEDHEALTH GROUP INC COM UNH	UNH	2,580	$698.1k0.14%	0.14%	Reduced -265	-265 -9.3%
52	KENVUE INC COM KVUE	KVUE	38,249	$659.4k0.13%	0.13%	Reduced -970	-970 -2.5%
53	UBER TECHNOLOGIES INC COM UBER	UBER	9,040	$650.2k0.13%	0.13%	Reduced -75	-75 -0.8%
54	KINDER MORGAN INC DEL COM KMI	KMI	18,616	$624.2k0.12%	0.12%	Reduced -500	-500 -2.6%
55	CISCO SYS INC COM CSCO	CSCO	7,870	$610.6k0.12%	0.12%	Reduced -400	-400 -4.8%
56	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,350	$569.6k0.11%	0.11%	Unchanged
57	AMAZON COM INC COM AMZN	AMZN	2,465	$513.4k0.10%	0.10%	Reduced -305	-305 -11.0%
58	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	9,120	$506.3k0.10%	0.10%	Unchanged
59	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,270	$495.8k0.10%	0.10%	Reduced -50	-50 -3.8%
60	EATON CORP PLC SHS ETN	ETN	1,200	$429.2k0.09%	0.09%	Unchanged
61	PURECYCLE TECHNOLOGIES INC COM PCT	PCT	80,567	$418.1k0.08%	0.08%	Reduced -300	-300 -0.4%
62	VISA INC COM CL A V	V	1,380	$417.1k0.08%	0.08%	Unchanged
63	PFIZER INC COM PFE	PFE	12,250	$344.0k0.07%	0.07%	Unchanged
64	MERCK & CO INC COM MRK	MRK	2,500	$300.7k0.06%	0.06%	Unchanged
65	ISHARES TR S&P MC 400GR ETF IJK	IJK	2,800	$281.7k0.06%	0.06%	Unchanged
66	SCHLUMBERGER LTD COM STK SLB	SLB	4,425	$227.4k0.05%	0.05%	New
67	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	383	$221.1k0.04%	0.04%	Unchanged
68	AIR PRODS & CHEMS INC COM APD	APD	746	$216.7k0.04%	0.04%	New
69	ISHARES TR MSCI INDIA ETF INDA	INDA	4,620	$216.4k0.04%	0.04%	Reduced -1.0k	-1,000 -17.8%
70	LISTED FD TR ROUNDHILL BALL METV	METV	10,000	$159.3k0.03%	0.03%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
BLACKROCK INC BLK	BLK	225	$240.8k225 shares