INDEPENDENT INVESTORS INC

NESCONSET, NY · CIK 1121908 · 13F filing filed 2026-07-16

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

$523.6m reported value +4.0% vs Q1 2026

73positions

77.1%in top 10

4 new 0 added 43 reduced 1 sold out vs Q1 2026

Holdings, Q2 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	1,027,983	$297.5m56.81%	56.81%	Reduced -53.1k	-53,090 -4.9%
2	MICROSOFT CORP COM MSFT	MSFT	52,050	$19.4m3.71%	3.71%	Reduced -2.2k	-2,250 -4.1%
3	JOHNSON & JOHNSON COM JNJ	JNJ	70,356	$17.9m3.41%	3.41%	Reduced -800	-800 -1.1%
4	JPMORGAN CHASE & CO COM JPM	JPM	54,204	$17.7m3.39%	3.39%	Reduced -1.6k	-1,600 -2.9%
5	AMGEN INC COM AMGN	AMGN	29,176	$10.6m2.02%	2.02%	Reduced -300	-300 -1.0%
6	ABBVIE INC COM ABBV	ABBV	40,274	$10.1m1.94%	1.94%	Reduced -4.4k	-4,400 -9.8%
7	EXXON MOBIL CORP COM XOM	XOM	58,649	$8.0m1.53%	1.53%	Reduced -2.4k	-2,400 -3.9%
8	WATERS CORP COM WAT	WAT	20,663	$7.7m1.48%	1.48%	Reduced -5.5k	-5,500 -21.0%
9	NVIDIA CORPORATION COM NVDA	NVDA	38,260	$7.7m1.46%	1.46%	Reduced -305	-305 -0.8%
10	EMERSON ELEC CO COM EMR	EMR	48,896	$7.0m1.34%	1.34%	Unchanged
11	BOEING CO COM BA	BA	29,457	$6.4m1.22%	1.22%	Reduced -900	-900 -3.0%
12	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	12,577	$6.3m1.20%	1.20%	Reduced -2.3k	-2,310 -15.5%
13	QUALCOMM INC COM QCOM	QCOM	33,592	$6.2m1.19%	1.19%	Reduced -700	-700 -2.0%
14	NORFOLK SOUTHN CORP COM NSC	NSC	17,017	$5.4m1.02%	1.02%	Reduced -500	-500 -2.9%
15	PROCTER AND GAMBLE CO COM PG	PG	35,415	$5.2m0.99%	0.99%	Reduced -4.7k	-4,680 -11.7%
16	DOVER CORP COM DOV	DOV	20,400	$4.6m0.87%	0.87%	Unchanged
17	HONEYWELL INTL INC COM COM		20,373	$4.6m0.87%	0.87%	Reduced -402	-402 -1.9%
18	MCDONALDS CORP COM MCD	MCD	16,616	$4.5m0.86%	0.86%	Reduced -500	-500 -2.9%
19	ORACLE CORP COM ORCL	ORCL	29,900	$4.4m0.84%	0.84%	Unchanged
20	DISNEY WALT CO COM DIS	DIS	43,576	$4.2m0.80%	0.80%	Reduced -450	-450 -1.0%
21	AMERICAN EXPRESS CO COM AXP	AXP	11,000	$3.7m0.71%	0.71%	Reduced -1.0k	-1,000 -8.3%
22	GOLDMAN SACHS GROUP INC COM GS	GS	3,490	$3.5m0.67%	0.67%	Reduced -150	-150 -4.1%
23	UNION PAC CORP COM UNP	UNP	11,140	$3.0m0.58%	0.58%	Reduced -500	-500 -4.3%
24	COCA COLA CO COM KO	KO	35,496	$2.9m0.55%	0.55%	Unchanged
25	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	9,749	$2.8m0.54%	0.54%	Unchanged
26	NOVARTIS AG SPONSORED ADR NVS	NVS	17,900	$2.8m0.54%	0.54%	Unchanged
27	ALPHABET INC CAP STK CL C GOOG	GOOG	7,790	$2.8m0.53%	0.53%	Reduced -1.5k	-1,500 -16.1%
28	UNITED PARCEL SERVICE INC CL B UPS	UPS	24,028	$2.6m0.49%	0.49%	Unchanged
29	ABBOTT LABS COM ABT	ABT	27,840	$2.5m0.48%	0.48%	Reduced -6.5k	-6,550 -19.1%
30	NIKE INC CL B NKE	NKE	60,000	$2.5m0.47%	0.47%	Unchanged
31	COLGATE PALMOLIVE CO COM CL	CL	26,833	$2.5m0.47%	0.47%	Reduced -1.2k	-1,200 -4.3%
32	COSTCO WHSL CORP NEW COM COST	COST	2,415	$2.3m0.43%	0.43%	Reduced -450	-450 -15.7%
33	HOWARD HUGHES HOLDINGS INC COM HHH	HHH	28,637	$2.0m0.39%	0.39%	Unchanged
34	HOME DEPOT INC COM HD	HD	5,016	$1.8m0.34%	0.34%	Reduced -985	-985 -16.4%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,420	$1.6m0.30%	0.30%	Reduced -1.5k	-1,500 -25.3%
36	ISHARES TR CORE S&P500 ETF IVV	IVV	2,106	$1.6m0.30%	0.30%	Unchanged
37	UNITED RENTALS INC COM URI	URI	1,325	$1.5m0.29%	0.29%	Unchanged
38	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	25,438	$1.5m0.28%	0.28%	Reduced -1.0k	-1,000 -3.8%
39	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,922	$1.4m0.27%	0.27%	Reduced -50	-50 -2.5%
40	BANK AMERICA CORP COM BAC	BAC	24,580	$1.4m0.27%	0.27%	Unchanged
41	MORGAN STANLEY COM NEW MS	MS	6,533	$1.4m0.26%	0.26%	Reduced -250	-250 -3.7%
42	GE AEROSPACE COM NEW GE	GE	3,342	$1.2m0.24%	0.24%	Reduced -772	-772 -18.8%
43	HONEYWELL AEROSPACE INC COM HONA	HONA	5,373	$1.2m0.23%	0.23%	New
44	PEPSICO INC COM PEP	PEP	8,263	$1.1m0.21%	0.21%	Reduced -9.9k	-9,950 -54.6%
45	GE VERNOVA INC COM GEV	GEV	907	$1.1m0.20%	0.20%	Reduced -89	-89 -8.9%
46	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	10,100	$969.4k0.19%	0.19%	Unchanged
47	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,245	$950.1k0.18%	0.18%	Reduced -25	-25 -2.0%
48	STRYKER CORPORATION COM SYK	SYK	3,000	$944.5k0.18%	0.18%	Unchanged
49	UNITEDHEALTH GROUP INC COM UNH	UNH	2,230	$926.9k0.18%	0.18%	Reduced -350	-350 -13.6%
50	CHEVRON CORP NEW COM CVX	CVX	5,440	$901.7k0.17%	0.17%	Reduced -1.1k	-1,150 -17.4%
51	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	10,129	$897.4k0.17%	0.17%	Reduced -200	-200 -1.9%
52	LOWES COS INC COM LOW	LOW	3,800	$837.9k0.16%	0.16%	Unchanged
53	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	14,251	$804.9k0.15%	0.15%	Reduced -960	-960 -6.3%
54	PERSHING SQUARE USA LTD COM SHS PSUS	PSUS	20,000	$747.6k0.14%	0.14%	New
55	CISCO SYS INC COM CSCO	CSCO	6,160	$723.6k0.14%	0.14%	Reduced -1.7k	-1,710 -21.7%
56	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,350	$660.8k0.13%	0.13%	Unchanged
57	PURECYCLE TECHNOLOGIES INC COM PCT	PCT	80,567	$653.4k0.12%	0.12%	Unchanged
58	UBER TECHNOLOGIES INC COM UBER	UBER	8,880	$640.8k0.12%	0.12%	Reduced -160	-160 -1.8%
59	KINDER MORGAN INC DEL COM KMI	KMI	18,616	$595.2k0.11%	0.11%	Unchanged
60	AMAZON COM INC COM AMZN	AMZN	2,410	$574.4k0.11%	0.11%	Reduced -55	-55 -2.2%
61	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	8,410	$516.9k0.10%	0.10%	Reduced -710	-710 -7.8%
62	EATON CORP PLC SHS ETN	ETN	1,200	$511.3k0.10%	0.10%	Unchanged
63	VISA INC COM CL A V	V	1,380	$473.5k0.09%	0.09%	Unchanged
64	ISHARES TR S&P MC 400GR ETF IJK	IJK	2,800	$329.0k0.06%	0.06%	Unchanged
65	MERCK & CO INC COM MRK	MRK	2,500	$321.2k0.06%	0.06%	Unchanged
66	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	383	$282.0k0.05%	0.05%	Unchanged
67	PFIZER INC COM PFE	PFE	11,650	$280.5k0.05%	0.05%	Reduced -600	-600 -4.9%
68	AIR PRODS & CHEMS INC COM APD	APD	746	$218.7k0.04%	0.04%	Unchanged
69	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	3,650	$217.9k0.04%	0.04%	New
70	ISHARES TR MSCI INDIA ETF INDA	INDA	4,210	$207.9k0.04%	0.04%	Reduced -410	-410 -8.9%
71	SCHLUMBERGER LTD COM STK SLB	SLB	4,425	$205.7k0.04%	0.04%	Unchanged
72	SEAPORT ENTMT GROUP INC COMMON STOCK SEG	SEG	7,584	$201.7k0.04%	0.04%	New
73	LISTED FD TR ROUNDHILL BALL METV	METV	10,000	$184.5k0.04%	0.04%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
KENVUE INC KVUE	KVUE	38,249	$659.4k38.2k shares