Filed: 7/16/2024ACC: 0001104659-24-080077
📋 What this filing means
INDEPENDENT INVESTORS INC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $455.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$455.67M
Total AUM (reported)
2.56M
Total Shares
Allocation by class
COMMON STOCK$455.67M100.0%
Portfolio Concentration
Top 3$287.67M63.1%
4–10$62.15M13.6%
11–25$65.41M14.4%
Rest$40.44M8.9%
Top 3 weight
63.1%
Top 10 weight
76.8%
Voting Authority Distribution
Total shares with voting rights: 2.56M
Sole
Full voting authority
2.56M
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)
Sole67
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings67
Rows:
Apple Inc.
SOLEShares1.20M
TypeSH
Market value$251.74M
55.25%
Sole
1.20M
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares54.63K
TypeSH
Market value$24.42M
5.36%
Sole
54.63K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares56.93K
TypeSH
Market value$11.52M
2.53%
Sole
56.93K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares71.82K
TypeSH
Market value$10.50M
2.30%
Sole
71.82K
Shared
0.00
None
0.00
Amgen Inc.
SOLEShares30.16K
TypeSH
Market value$9.42M
2.07%
Sole
30.16K
Shared
0.00
None
0.00
Waters Corporation
SOLEShares31.87K
TypeSH
Market value$9.25M
2.03%
Sole
31.87K
Shared
0.00
None
0.00
Honeywell International Inc.
SOLEShares42.33K
TypeSH
Market value$9.04M
1.98%
Sole
42.33K
Shared
0.00
None
0.00
Procter & Gamble Company
SOLEShares54.74K
TypeSH
Market value$9.03M
1.98%
Sole
54.74K
Shared
0.00
None
0.00
AbbVie Inc.
SOLEShares45.39K
TypeSH
Market value$7.78M
1.71%
Sole
45.39K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares61.95K
TypeSH
Market value$7.13M
1.57%
Sole
61.95K
Shared
0.00
None
0.00
Qualcomm Inc.
SOLEShares34.50K
TypeSH
Market value$6.87M
1.51%
Sole
34.50K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares15.14K
TypeSH
Market value$6.16M
1.35%
Sole
15.14K
Shared
0.00
None
0.00
Boeing Company
SOLEShares30.62K
TypeSH
Market value$5.57M
1.22%
Sole
30.62K
Shared
0.00
None
0.00
Emerson Electric Co.
SOLEShares49K
TypeSH
Market value$5.40M
1.18%
Sole
49K
Shared
0.00
None
0.00
McDonald's Corporation
SOLEShares18.45K
TypeSH
Market value$4.70M
1.03%
Sole
18.45K
Shared
0.00
None
0.00
Walt Disney Company
SOLEShares45.56K
TypeSH
Market value$4.52M
0.99%
Sole
45.56K
Shared
0.00
None
0.00
Nike, Inc.
SOLEShares60K
TypeSH
Market value$4.52M
0.99%
Sole
60K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares29.90K
TypeSH
Market value$4.22M
0.93%
Sole
29.90K
Shared
0.00
None
0.00
Norfolk Southern Corporation
SOLEShares17.60K
TypeSH
Market value$3.78M
0.83%
Sole
17.60K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares36.05K
TypeSH
Market value$3.75M
0.82%
Sole
36.05K
Shared
0.00
None
0.00
Dover Corporation
SOLEShares20.60K
TypeSH
Market value$3.72M
0.82%
Sole
20.60K
Shared
0.00
None
0.00
United Parcel Service, Inc.
SOLEShares24.81K
TypeSH
Market value$3.40M
0.75%
Sole
24.81K
Shared
0.00
None
0.00
PepsiCo, Inc.
SOLEShares19.96K
TypeSH
Market value$3.29M
0.72%
Sole
19.96K
Shared
0.00
None
0.00
American Express Company
SOLEShares12K
TypeSH
Market value$2.78M
0.61%
Sole
12K
Shared
0.00
None
0.00
Colgate-Palmolive Company
SOLEShares28.13K
TypeSH
Market value$2.73M
0.60%
Sole
28.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | Common Stock | 1.20M | SH | $251.74M 55.25% | 1.20M | 0.00 | 0.00 |
Microsoft CorporationSOLE | Common Stock | 54.63K | SH | $24.42M 5.36% | 54.63K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | Common Stock | 56.93K | SH | $11.52M 2.53% | 56.93K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common Stock | 71.82K | SH | $10.50M 2.30% | 71.82K | 0.00 | 0.00 |
Amgen Inc.SOLE | Common Stock | 30.16K | SH | $9.42M 2.07% | 30.16K | 0.00 | 0.00 |
Waters CorporationSOLE | Common Stock | 31.87K | SH | $9.25M 2.03% | 31.87K | 0.00 | 0.00 |
Honeywell International Inc.SOLE | Common Stock | 42.33K | SH | $9.04M 1.98% | 42.33K | 0.00 | 0.00 |
Procter & Gamble CompanySOLE | Common Stock | 54.74K | SH | $9.03M 1.98% | 54.74K | 0.00 | 0.00 |
AbbVie Inc.SOLE | Common Stock | 45.39K | SH | $7.78M 1.71% | 45.39K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | Common Stock | 61.95K | SH | $7.13M 1.57% | 61.95K | 0.00 | 0.00 |
Qualcomm Inc.SOLE | Common Stock | 34.50K | SH | $6.87M 1.51% | 34.50K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | Common Stock | 15.14K | SH | $6.16M 1.35% | 15.14K | 0.00 | 0.00 |
Boeing CompanySOLE | Common Stock | 30.62K | SH | $5.57M 1.22% | 30.62K | 0.00 | 0.00 |
Emerson Electric Co.SOLE | Common Stock | 49K | SH | $5.40M 1.18% | 49K | 0.00 | 0.00 |
McDonald's CorporationSOLE | Common Stock | 18.45K | SH | $4.70M 1.03% | 18.45K | 0.00 | 0.00 |
Walt Disney CompanySOLE | Common Stock | 45.56K | SH | $4.52M 0.99% | 45.56K | 0.00 | 0.00 |
Nike, Inc.SOLE | Common Stock | 60K | SH | $4.52M 0.99% | 60K | 0.00 | 0.00 |
Oracle CorporationSOLE | Common Stock | 29.90K | SH | $4.22M 0.93% | 29.90K | 0.00 | 0.00 |
Norfolk Southern CorporationSOLE | Common Stock | 17.60K | SH | $3.78M 0.83% | 17.60K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Common Stock | 36.05K | SH | $3.75M 0.82% | 36.05K | 0.00 | 0.00 |
Dover CorporationSOLE | Common Stock | 20.60K | SH | $3.72M 0.82% | 20.60K | 0.00 | 0.00 |
United Parcel Service, Inc.SOLE | Common Stock | 24.81K | SH | $3.40M 0.75% | 24.81K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | Common Stock | 19.96K | SH | $3.29M 0.72% | 19.96K | 0.00 | 0.00 |
American Express CompanySOLE | Common Stock | 12K | SH | $2.78M 0.61% | 12K | 0.00 | 0.00 |
Colgate-Palmolive CompanySOLE | Common Stock | 28.13K | SH | $2.73M 0.60% | 28.13K | 0.00 | 0.00 |
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