Filed: 7/19/2023ACC: 0001104659-23-082316
📋 What this filing means
INDEPENDENT INVESTORS INC filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $431.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$431.22M
Total AUM (reported)
2.61M
Total Shares
Allocation by class
COMMON STOCK$431.22M100.0%
Portfolio Concentration
Top 3$277.98M64.5%
4–10$54.06M12.5%
11–25$63.61M14.8%
Rest$35.57M8.2%
Top 3 weight
64.5%
Top 10 weight
77.0%
Voting Authority Distribution
Total shares with voting rights: 2.61M
Sole
Full voting authority
2.61M
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 · 100.0% of voting shares
Institutional Holdings66
Rows:
Apple Inc.
SOLEShares1.27M
TypeSH
Market value$246.58M
57.18%
Sole
1.27M
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares54.71K
TypeSH
Market value$18.63M
4.32%
Sole
54.71K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares77.11K
TypeSH
Market value$12.76M
2.96%
Sole
77.11K
Shared
0.00
None
0.00
Honeywell International Inc.
SOLEShares42.49K
TypeSH
Market value$8.82M
2.04%
Sole
42.49K
Shared
0.00
None
0.00
Procter & Gamble Company
SOLEShares56.15K
TypeSH
Market value$8.52M
1.98%
Sole
56.15K
Shared
0.00
None
0.00
Waters Corporation
SOLEShares31.87K
TypeSH
Market value$8.49M
1.97%
Sole
31.87K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares56.95K
TypeSH
Market value$8.28M
1.92%
Sole
56.95K
Shared
0.00
None
0.00
Amgen Inc.
SOLEShares30.54K
TypeSH
Market value$6.78M
1.57%
Sole
30.54K
Shared
0.00
None
0.00
Nike, Inc.
SOLEShares60K
TypeSH
Market value$6.62M
1.54%
Sole
60K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares61.04K
TypeSH
Market value$6.55M
1.52%
Sole
61.04K
Shared
0.00
None
0.00
Boeing Company
SOLEShares30.90K
TypeSH
Market value$6.53M
1.51%
Sole
30.90K
Shared
0.00
None
0.00
AbbVie Inc.
SOLEShares45.39K
TypeSH
Market value$6.12M
1.42%
Sole
45.39K
Shared
0.00
None
0.00
McDonald's Corporation
SOLEShares18.55K
TypeSH
Market value$5.54M
1.28%
Sole
18.55K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares15.34K
TypeSH
Market value$5.23M
1.21%
Sole
15.34K
Shared
0.00
None
0.00
United Parcel Service, Inc.
SOLEShares24.81K
TypeSH
Market value$4.45M
1.03%
Sole
24.81K
Shared
0.00
None
0.00
Emerson Electric Co.
SOLEShares49K
TypeSH
Market value$4.43M
1.03%
Sole
49K
Shared
0.00
None
0.00
Walt Disney Company
SOLEShares47.73K
TypeSH
Market value$4.26M
0.99%
Sole
47.73K
Shared
0.00
None
0.00
Qualcomm Inc.
SOLEShares34.50K
TypeSH
Market value$4.11M
0.95%
Sole
34.50K
Shared
0.00
None
0.00
Norfolk Southern Corporation
SOLEShares17.60K
TypeSH
Market value$3.99M
0.93%
Sole
17.60K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares36.05K
TypeSH
Market value$3.93M
0.91%
Sole
36.05K
Shared
0.00
None
0.00
PepsiCo, Inc.
SOLEShares20K
TypeSH
Market value$3.70M
0.86%
Sole
20K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares29.90K
TypeSH
Market value$3.56M
0.83%
Sole
29.90K
Shared
0.00
None
0.00
Dover Corporation
SOLEShares20.60K
TypeSH
Market value$3.04M
0.71%
Sole
20.60K
Shared
0.00
None
0.00
Union Pacific Corporation
SOLEShares11.74K
TypeSH
Market value$2.40M
0.56%
Sole
11.74K
Shared
0.00
None
0.00
Howard Hughes Corporation
SOLEShares29.51K
TypeSH
Market value$2.33M
0.54%
Sole
29.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | Common Stock | 1.27M | SH | $246.58M 57.18% | 1.27M | 0.00 | 0.00 |
Microsoft CorporationSOLE | Common Stock | 54.71K | SH | $18.63M 4.32% | 54.71K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common Stock | 77.11K | SH | $12.76M 2.96% | 77.11K | 0.00 | 0.00 |
Honeywell International Inc.SOLE | Common Stock | 42.49K | SH | $8.82M 2.04% | 42.49K | 0.00 | 0.00 |
Procter & Gamble CompanySOLE | Common Stock | 56.15K | SH | $8.52M 1.98% | 56.15K | 0.00 | 0.00 |
Waters CorporationSOLE | Common Stock | 31.87K | SH | $8.49M 1.97% | 31.87K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | Common Stock | 56.95K | SH | $8.28M 1.92% | 56.95K | 0.00 | 0.00 |
Amgen Inc.SOLE | Common Stock | 30.54K | SH | $6.78M 1.57% | 30.54K | 0.00 | 0.00 |
Nike, Inc.SOLE | Common Stock | 60K | SH | $6.62M 1.54% | 60K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | Common Stock | 61.04K | SH | $6.55M 1.52% | 61.04K | 0.00 | 0.00 |
Boeing CompanySOLE | Common Stock | 30.90K | SH | $6.53M 1.51% | 30.90K | 0.00 | 0.00 |
AbbVie Inc.SOLE | Common Stock | 45.39K | SH | $6.12M 1.42% | 45.39K | 0.00 | 0.00 |
McDonald's CorporationSOLE | Common Stock | 18.55K | SH | $5.54M 1.28% | 18.55K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | Common Stock | 15.34K | SH | $5.23M 1.21% | 15.34K | 0.00 | 0.00 |
United Parcel Service, Inc.SOLE | Common Stock | 24.81K | SH | $4.45M 1.03% | 24.81K | 0.00 | 0.00 |
Emerson Electric Co.SOLE | Common Stock | 49K | SH | $4.43M 1.03% | 49K | 0.00 | 0.00 |
Walt Disney CompanySOLE | Common Stock | 47.73K | SH | $4.26M 0.99% | 47.73K | 0.00 | 0.00 |
Qualcomm Inc.SOLE | Common Stock | 34.50K | SH | $4.11M 0.95% | 34.50K | 0.00 | 0.00 |
Norfolk Southern CorporationSOLE | Common Stock | 17.60K | SH | $3.99M 0.93% | 17.60K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Common Stock | 36.05K | SH | $3.93M 0.91% | 36.05K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | Common Stock | 20K | SH | $3.70M 0.86% | 20K | 0.00 | 0.00 |
Oracle CorporationSOLE | Common Stock | 29.90K | SH | $3.56M 0.83% | 29.90K | 0.00 | 0.00 |
Dover CorporationSOLE | Common Stock | 20.60K | SH | $3.04M 0.71% | 20.60K | 0.00 | 0.00 |
Union Pacific CorporationSOLE | Common Stock | 11.74K | SH | $2.40M 0.56% | 11.74K | 0.00 | 0.00 |
Howard Hughes CorporationSOLE | Common Stock | 29.51K | SH | $2.33M 0.54% | 29.51K | 0.00 | 0.00 |
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