Filed: 4/13/2023ACC: 0001104659-23-044891
📋 What this filing means
INDEPENDENT INVESTORS INC filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $402.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$402.82M
Total AUM (reported)
2.79M
Total Shares
Allocation by class
COMMON STOCK$402.82M100.0%
Portfolio Concentration
Top 3$242.44M60.2%
4–10$56.03M13.9%
11–25$64.45M16.0%
Rest$39.90M9.9%
Top 3 weight
60.2%
Top 10 weight
74.1%
Voting Authority Distribution
Total shares with voting rights: 2.79M
Sole
Full voting authority
2.79M
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)
Sole69
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:
Apple Inc.
SOLEShares1.30M
TypeSH
Market value$214.68M
53.29%
Sole
1.30M
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares54.81K
TypeSH
Market value$15.80M
3.92%
Sole
54.81K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares77.11K
TypeSH
Market value$11.95M
2.97%
Sole
77.11K
Shared
0.00
None
0.00
Waters Corporation
SOLEShares31.87K
TypeSH
Market value$9.87M
2.45%
Sole
31.87K
Shared
0.00
None
0.00
Procter & Gamble Company
SOLEShares58.15K
TypeSH
Market value$8.65M
2.15%
Sole
58.15K
Shared
0.00
None
0.00
Honeywell International Inc.
SOLEShares42.49K
TypeSH
Market value$8.12M
2.02%
Sole
42.49K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares56.95K
TypeSH
Market value$7.42M
1.84%
Sole
56.95K
Shared
0.00
None
0.00
Amgen Inc.
SOLEShares30.54K
TypeSH
Market value$7.38M
1.83%
Sole
30.54K
Shared
0.00
None
0.00
Nike, Inc.
SOLEShares60K
TypeSH
Market value$7.36M
1.83%
Sole
60K
Shared
0.00
None
0.00
AbbVie Inc.
SOLEShares45.41K
TypeSH
Market value$7.24M
1.80%
Sole
45.41K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares61.04K
TypeSH
Market value$6.69M
1.66%
Sole
61.04K
Shared
0.00
None
0.00
Boeing Company
SOLEShares30.95K
TypeSH
Market value$6.57M
1.63%
Sole
30.95K
Shared
0.00
None
0.00
McDonald's Corporation
SOLEShares18.55K
TypeSH
Market value$5.19M
1.29%
Sole
18.55K
Shared
0.00
None
0.00
United Parcel Service, Inc.
SOLEShares24.81K
TypeSH
Market value$4.81M
1.19%
Sole
24.81K
Shared
0.00
None
0.00
Walt Disney Company
SOLEShares48.04K
TypeSH
Market value$4.81M
1.19%
Sole
48.04K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares15.34K
TypeSH
Market value$4.74M
1.18%
Sole
15.34K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares44.07K
TypeSH
Market value$4.46M
1.11%
Sole
44.07K
Shared
0.00
None
0.00
Qualcomm Inc.
SOLEShares34.50K
TypeSH
Market value$4.40M
1.09%
Sole
34.50K
Shared
0.00
None
0.00
Emerson Electric Co.
SOLEShares49K
TypeSH
Market value$4.27M
1.06%
Sole
49K
Shared
0.00
None
0.00
Norfolk Southern Corporation
SOLEShares17.60K
TypeSH
Market value$3.73M
0.93%
Sole
17.60K
Shared
0.00
None
0.00
PepsiCo, Inc.
SOLEShares20K
TypeSH
Market value$3.65M
0.90%
Sole
20K
Shared
0.00
None
0.00
Dover Corporation
SOLEShares20.60K
TypeSH
Market value$3.13M
0.78%
Sole
20.60K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares29.90K
TypeSH
Market value$2.78M
0.69%
Sole
29.90K
Shared
0.00
None
0.00
Lowe's Companies, Inc.
SOLEShares13.81K
TypeSH
Market value$2.76M
0.69%
Sole
13.81K
Shared
0.00
None
0.00
Howard Hughes Corporation
SOLEShares30.68K
TypeSH
Market value$2.45M
0.61%
Sole
30.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | Common Stock | 1.30M | SH | $214.68M 53.29% | 1.30M | 0.00 | 0.00 |
Microsoft CorporationSOLE | Common Stock | 54.81K | SH | $15.80M 3.92% | 54.81K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common Stock | 77.11K | SH | $11.95M 2.97% | 77.11K | 0.00 | 0.00 |
Waters CorporationSOLE | Common Stock | 31.87K | SH | $9.87M 2.45% | 31.87K | 0.00 | 0.00 |
Procter & Gamble CompanySOLE | Common Stock | 58.15K | SH | $8.65M 2.15% | 58.15K | 0.00 | 0.00 |
Honeywell International Inc.SOLE | Common Stock | 42.49K | SH | $8.12M 2.02% | 42.49K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | Common Stock | 56.95K | SH | $7.42M 1.84% | 56.95K | 0.00 | 0.00 |
Amgen Inc.SOLE | Common Stock | 30.54K | SH | $7.38M 1.83% | 30.54K | 0.00 | 0.00 |
Nike, Inc.SOLE | Common Stock | 60K | SH | $7.36M 1.83% | 60K | 0.00 | 0.00 |
AbbVie Inc.SOLE | Common Stock | 45.41K | SH | $7.24M 1.80% | 45.41K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | Common Stock | 61.04K | SH | $6.69M 1.66% | 61.04K | 0.00 | 0.00 |
Boeing CompanySOLE | Common Stock | 30.95K | SH | $6.57M 1.63% | 30.95K | 0.00 | 0.00 |
McDonald's CorporationSOLE | Common Stock | 18.55K | SH | $5.19M 1.29% | 18.55K | 0.00 | 0.00 |
United Parcel Service, Inc.SOLE | Common Stock | 24.81K | SH | $4.81M 1.19% | 24.81K | 0.00 | 0.00 |
Walt Disney CompanySOLE | Common Stock | 48.04K | SH | $4.81M 1.19% | 48.04K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | Common Stock | 15.34K | SH | $4.74M 1.18% | 15.34K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Common Stock | 44.07K | SH | $4.46M 1.11% | 44.07K | 0.00 | 0.00 |
Qualcomm Inc.SOLE | Common Stock | 34.50K | SH | $4.40M 1.09% | 34.50K | 0.00 | 0.00 |
Emerson Electric Co.SOLE | Common Stock | 49K | SH | $4.27M 1.06% | 49K | 0.00 | 0.00 |
Norfolk Southern CorporationSOLE | Common Stock | 17.60K | SH | $3.73M 0.93% | 17.60K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | Common Stock | 20K | SH | $3.65M 0.90% | 20K | 0.00 | 0.00 |
Dover CorporationSOLE | Common Stock | 20.60K | SH | $3.13M 0.78% | 20.60K | 0.00 | 0.00 |
Oracle CorporationSOLE | Common Stock | 29.90K | SH | $2.78M 0.69% | 29.90K | 0.00 | 0.00 |
Lowe's Companies, Inc.SOLE | Common Stock | 13.81K | SH | $2.76M 0.69% | 13.81K | 0.00 | 0.00 |
Howard Hughes CorporationSOLE | Common Stock | 30.68K | SH | $2.45M 0.61% | 30.68K | 0.00 | 0.00 |
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