Filed: 2/2/2023ACC: 0001104659-23-009854
π What this filing means
INDEPENDENT INVESTORS INC filed this quarterly 13FβHR report disclosing 66 equity positions with a total reported market value of $359.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$359.31M
Total AUM (reported)
2.81M
Total Shares
Allocation by class
COMMON STOCK$359.31M100.0%
Portfolio Concentration
Top 3$197.78M55.0%
4β10$58.91M16.4%
11β25$62.73M17.5%
Rest$39.88M11.1%
Top 3 weight
55.0%
Top 10 weight
71.4%
Voting Authority Distribution
Total shares with voting rights: 2.81M
Sole
Full voting authority
2.81M
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)
Sole66
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings66
Rows:
Apple Inc.
SOLEShares1.32M
TypeSH
Market value$171.01M
47.59%
Sole
1.32M
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares77.11K
TypeSH
Market value$13.62M
3.79%
Sole
77.11K
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares54.81K
TypeSH
Market value$13.14M
3.66%
Sole
54.81K
Shared
0.00
None
0.00
Waters Corporation
SOLEShares31.87K
TypeSH
Market value$10.92M
3.04%
Sole
31.87K
Shared
0.00
None
0.00
Honeywell International Inc.
SOLEShares42.49K
TypeSH
Market value$9.11M
2.53%
Sole
42.49K
Shared
0.00
None
0.00
Procter & Gamble Company
SOLEShares58.15K
TypeSH
Market value$8.81M
2.45%
Sole
58.15K
Shared
0.00
None
0.00
Amgen Inc.
SOLEShares30.54K
TypeSH
Market value$8.02M
2.23%
Sole
30.54K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares56.95K
TypeSH
Market value$7.64M
2.13%
Sole
56.95K
Shared
0.00
None
0.00
AbbVie Inc.
SOLEShares45.41K
TypeSH
Market value$7.34M
2.04%
Sole
45.41K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares64.20K
TypeSH
Market value$7.08M
1.97%
Sole
64.20K
Shared
0.00
None
0.00
Nike, Inc.
SOLEShares60K
TypeSH
Market value$7.02M
1.95%
Sole
60K
Shared
0.00
None
0.00
Boeing Company
SOLEShares30.95K
TypeSH
Market value$5.90M
1.64%
Sole
30.95K
Shared
0.00
None
0.00
McDonald's Corporation
SOLEShares18.55K
TypeSH
Market value$4.89M
1.36%
Sole
18.55K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares44.07K
TypeSH
Market value$4.84M
1.35%
Sole
44.07K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares15.34K
TypeSH
Market value$4.74M
1.32%
Sole
15.34K
Shared
0.00
None
0.00
Emerson Electric Co.
SOLEShares49K
TypeSH
Market value$4.71M
1.31%
Sole
49K
Shared
0.00
None
0.00
Norfolk Southern Corporation
SOLEShares17.60K
TypeSH
Market value$4.34M
1.21%
Sole
17.60K
Shared
0.00
None
0.00
United Parcel Service, Inc.
SOLEShares24.81K
TypeSH
Market value$4.31M
1.20%
Sole
24.81K
Shared
0.00
None
0.00
Walt Disney Company
SOLEShares48.04K
TypeSH
Market value$4.17M
1.16%
Sole
48.04K
Shared
0.00
None
0.00
Qualcomm Inc.
SOLEShares34.50K
TypeSH
Market value$3.79M
1.06%
Sole
34.50K
Shared
0.00
None
0.00
PepsiCo, Inc.
SOLEShares20K
TypeSH
Market value$3.61M
1.01%
Sole
20K
Shared
0.00
None
0.00
Dover Corporation
SOLEShares20.60K
TypeSH
Market value$2.79M
0.78%
Sole
20.60K
Shared
0.00
None
0.00
Lowe's Companies, Inc.
SOLEShares13.81K
TypeSH
Market value$2.75M
0.77%
Sole
13.81K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares29.90K
TypeSH
Market value$2.44M
0.68%
Sole
29.90K
Shared
0.00
None
0.00
Union Pacific Corporation
SOLEShares11.74K
TypeSH
Market value$2.43M
0.68%
Sole
11.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | Common Stock | 1.32M | SH | $171.01M 47.59% | 1.32M | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common Stock | 77.11K | SH | $13.62M 3.79% | 77.11K | 0.00 | 0.00 |
Microsoft CorporationSOLE | Common Stock | 54.81K | SH | $13.14M 3.66% | 54.81K | 0.00 | 0.00 |
Waters CorporationSOLE | Common Stock | 31.87K | SH | $10.92M 3.04% | 31.87K | 0.00 | 0.00 |
Honeywell International Inc.SOLE | Common Stock | 42.49K | SH | $9.11M 2.53% | 42.49K | 0.00 | 0.00 |
Procter & Gamble CompanySOLE | Common Stock | 58.15K | SH | $8.81M 2.45% | 58.15K | 0.00 | 0.00 |
Amgen Inc.SOLE | Common Stock | 30.54K | SH | $8.02M 2.23% | 30.54K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | Common Stock | 56.95K | SH | $7.64M 2.13% | 56.95K | 0.00 | 0.00 |
AbbVie Inc.SOLE | Common Stock | 45.41K | SH | $7.34M 2.04% | 45.41K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | Common Stock | 64.20K | SH | $7.08M 1.97% | 64.20K | 0.00 | 0.00 |
Nike, Inc.SOLE | Common Stock | 60K | SH | $7.02M 1.95% | 60K | 0.00 | 0.00 |
Boeing CompanySOLE | Common Stock | 30.95K | SH | $5.90M 1.64% | 30.95K | 0.00 | 0.00 |
McDonald's CorporationSOLE | Common Stock | 18.55K | SH | $4.89M 1.36% | 18.55K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Common Stock | 44.07K | SH | $4.84M 1.35% | 44.07K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | Common Stock | 15.34K | SH | $4.74M 1.32% | 15.34K | 0.00 | 0.00 |
Emerson Electric Co.SOLE | Common Stock | 49K | SH | $4.71M 1.31% | 49K | 0.00 | 0.00 |
Norfolk Southern CorporationSOLE | Common Stock | 17.60K | SH | $4.34M 1.21% | 17.60K | 0.00 | 0.00 |
United Parcel Service, Inc.SOLE | Common Stock | 24.81K | SH | $4.31M 1.20% | 24.81K | 0.00 | 0.00 |
Walt Disney CompanySOLE | Common Stock | 48.04K | SH | $4.17M 1.16% | 48.04K | 0.00 | 0.00 |
Qualcomm Inc.SOLE | Common Stock | 34.50K | SH | $3.79M 1.06% | 34.50K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | Common Stock | 20K | SH | $3.61M 1.01% | 20K | 0.00 | 0.00 |
Dover CorporationSOLE | Common Stock | 20.60K | SH | $2.79M 0.78% | 20.60K | 0.00 | 0.00 |
Lowe's Companies, Inc.SOLE | Common Stock | 13.81K | SH | $2.75M 0.77% | 13.81K | 0.00 | 0.00 |
Oracle CorporationSOLE | Common Stock | 29.90K | SH | $2.44M 0.68% | 29.90K | 0.00 | 0.00 |
Union Pacific CorporationSOLE | Common Stock | 11.74K | SH | $2.43M 0.68% | 11.74K | 0.00 | 0.00 |
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