Filed: 10/24/2022ACC: 0001104659-22-110838
📋 What this filing means
INDEPENDENT INVESTORS INC filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $351.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$351.5K
Total AUM (reported)
2.90M
Total Shares
Allocation by class
COMMON STOCK$351.5K100.0%
Portfolio Concentration
Top 3$211.5K60.2%
4–10$48.2K13.7%
11–25$54.5K15.5%
Rest$37.4K10.6%
Top 3 weight
60.2%
Top 10 weight
73.9%
Voting Authority Distribution
Total shares with voting rights: 2.90M
Sole
Full voting authority
2.90M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings65
Rows:
Apple Inc.
SOLEShares1.34M
TypeSH
Market value$185.5K
52.78%
Sole
1.34M
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares56.81K
TypeSH
Market value$13.2K
3.76%
Sole
56.81K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares77.72K
TypeSH
Market value$12.7K
3.61%
Sole
77.72K
Shared
0.00
None
0.00
Waters Corporation
SOLEShares31.87K
TypeSH
Market value$8.6K
2.44%
Sole
31.87K
Shared
0.00
None
0.00
Procter & Gamble Company
SOLEShares59.35K
TypeSH
Market value$7.5K
2.13%
Sole
59.35K
Shared
0.00
None
0.00
Honeywell International Inc.
SOLEShares42.89K
TypeSH
Market value$7.2K
2.04%
Sole
42.89K
Shared
0.00
None
0.00
Amgen Inc.
SOLEShares31.07K
TypeSH
Market value$7.0K
1.99%
Sole
31.07K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares59.15K
TypeSH
Market value$6.2K
1.76%
Sole
59.15K
Shared
0.00
None
0.00
AbbVie Inc.
SOLEShares45.41K
TypeSH
Market value$6.1K
1.73%
Sole
45.41K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares65K
TypeSH
Market value$5.7K
1.61%
Sole
65K
Shared
0.00
None
0.00
Nike, Inc.
SOLEShares60K
TypeSH
Market value$5.0K
1.42%
Sole
60K
Shared
0.00
None
0.00
Walt Disney Company
SOLEShares48.94K
TypeSH
Market value$4.6K
1.31%
Sole
48.94K
Shared
0.00
None
0.00
McDonald's Corporation
SOLEShares19.15K
TypeSH
Market value$4.4K
1.26%
Sole
19.15K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares44.07K
TypeSH
Market value$4.3K
1.21%
Sole
44.07K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares15.74K
TypeSH
Market value$4.2K
1.20%
Sole
15.74K
Shared
0.00
None
0.00
United Parcel Service, Inc.
SOLEShares25.81K
TypeSH
Market value$4.2K
1.19%
Sole
25.81K
Shared
0.00
None
0.00
Qualcomm Inc.
SOLEShares34.50K
TypeSH
Market value$3.9K
1.11%
Sole
34.50K
Shared
0.00
None
0.00
Boeing Company
SOLEShares31.35K
TypeSH
Market value$3.8K
1.08%
Sole
31.35K
Shared
0.00
None
0.00
Norfolk Southern Corporation
SOLEShares17.60K
TypeSH
Market value$3.7K
1.05%
Sole
17.60K
Shared
0.00
None
0.00
Emerson Electric Co.
SOLEShares49K
TypeSH
Market value$3.6K
1.02%
Sole
49K
Shared
0.00
None
0.00
PepsiCo, Inc.
SOLEShares20.60K
TypeSH
Market value$3.4K
0.96%
Sole
20.60K
Shared
0.00
None
0.00
Lowe's Companies, Inc.
SOLEShares13.81K
TypeSH
Market value$2.6K
0.74%
Sole
13.81K
Shared
0.00
None
0.00
Dover Corporation
SOLEShares20.60K
TypeSH
Market value$2.4K
0.68%
Sole
20.60K
Shared
0.00
None
0.00
Union Pacific Corporation
SOLEShares11.74K
TypeSH
Market value$2.3K
0.65%
Sole
11.74K
Shared
0.00
None
0.00
Home Depot, Inc.
SOLEShares7.91K
TypeSH
Market value$2.2K
0.62%
Sole
7.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | Common Stock | 1.34M | SH | $185.5K 52.78% | 1.34M | 0.00 | 0.00 |
Microsoft CorporationSOLE | Common Stock | 56.81K | SH | $13.2K 3.76% | 56.81K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common Stock | 77.72K | SH | $12.7K 3.61% | 77.72K | 0.00 | 0.00 |
Waters CorporationSOLE | Common Stock | 31.87K | SH | $8.6K 2.44% | 31.87K | 0.00 | 0.00 |
Procter & Gamble CompanySOLE | Common Stock | 59.35K | SH | $7.5K 2.13% | 59.35K | 0.00 | 0.00 |
Honeywell International Inc.SOLE | Common Stock | 42.89K | SH | $7.2K 2.04% | 42.89K | 0.00 | 0.00 |
Amgen Inc.SOLE | Common Stock | 31.07K | SH | $7.0K 1.99% | 31.07K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | Common Stock | 59.15K | SH | $6.2K 1.76% | 59.15K | 0.00 | 0.00 |
AbbVie Inc.SOLE | Common Stock | 45.41K | SH | $6.1K 1.73% | 45.41K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | Common Stock | 65K | SH | $5.7K 1.61% | 65K | 0.00 | 0.00 |
Nike, Inc.SOLE | Common Stock | 60K | SH | $5.0K 1.42% | 60K | 0.00 | 0.00 |
Walt Disney CompanySOLE | Common Stock | 48.94K | SH | $4.6K 1.31% | 48.94K | 0.00 | 0.00 |
McDonald's CorporationSOLE | Common Stock | 19.15K | SH | $4.4K 1.26% | 19.15K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Common Stock | 44.07K | SH | $4.3K 1.21% | 44.07K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | Common Stock | 15.74K | SH | $4.2K 1.20% | 15.74K | 0.00 | 0.00 |
United Parcel Service, Inc.SOLE | Common Stock | 25.81K | SH | $4.2K 1.19% | 25.81K | 0.00 | 0.00 |
Qualcomm Inc.SOLE | Common Stock | 34.50K | SH | $3.9K 1.11% | 34.50K | 0.00 | 0.00 |
Boeing CompanySOLE | Common Stock | 31.35K | SH | $3.8K 1.08% | 31.35K | 0.00 | 0.00 |
Norfolk Southern CorporationSOLE | Common Stock | 17.60K | SH | $3.7K 1.05% | 17.60K | 0.00 | 0.00 |
Emerson Electric Co.SOLE | Common Stock | 49K | SH | $3.6K 1.02% | 49K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | Common Stock | 20.60K | SH | $3.4K 0.96% | 20.60K | 0.00 | 0.00 |
Lowe's Companies, Inc.SOLE | Common Stock | 13.81K | SH | $2.6K 0.74% | 13.81K | 0.00 | 0.00 |
Dover CorporationSOLE | Common Stock | 20.60K | SH | $2.4K 0.68% | 20.60K | 0.00 | 0.00 |
Union Pacific CorporationSOLE | Common Stock | 11.74K | SH | $2.3K 0.65% | 11.74K | 0.00 | 0.00 |
Home Depot, Inc.SOLE | Common Stock | 7.91K | SH | $2.2K 0.62% | 7.91K | 0.00 | 0.00 |
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