Independent Investors Inc reported 62 positions worth $559.69M for the quarter ended Sep 30, 2026, up 8.2% on the prior quarter. It opened 0 new positions, added to 2, trimmed 9 and exited 1. Its largest holding is Apple Inc. at 59% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -36.8K | -3.6% | $12.27M | 58.97% |
| MSFT Microsoft Corp | -600 | -1.2% | $307.74K | 4.71% |
| SEG Seaport Entertainment Group Inc. | -7,584 | -100.0% | $201.73K | Exited |
| JPM Jpmorgan Chase & Co | -450 | -0.8% | $148.87K | 3.18% |
| MCD Mcdonalds Corp | -300 | -1.8% | $69.28K | 0.673% |
| XOM ExxonMobil Holdings Corp | -200 | -0.3% | $32.55K | 1.7% |
| BAC Bank Of America Corp | -500 | -2.0% | $27.21K | 0.234% |
| COST Costco Wholesale Corp | -25 | -1.0% | $22.76K | 0.389% |
| UBER Uber Technologies, Inc | -250 | -2.8% | $17.13K | 0.106% |
| PEP Pepsico Inc | -100 | -1.2% | $12.67K | 0.185% |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SEG Seaport Entertainment Group Inc. | -7,584 | $201.73K | 0.039% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 991.1K | $330.07M | 58.97% | -36.8K | -3.6% | Reduced | 0.01% |
| 2 | MSFT Microsoft Corp | Technology | 51.5K | $26.39M | 4.71% | -600 | -1.2% | Reduced | 0% |
| 3 | JNJ Johnson & Johnson | Healthcare | 70.4K | $18.63M | 3.33% | 0 | 0.0% | Unchanged | 0% |
| 4 | JPM Jpmorgan Chase & Co | Financial Services | 53.8K | $17.78M | 3.18% | -450 | -0.8% | Reduced | 0% |
| 5 | AMGN Amgen Inc | Healthcare | 29.2K | $12.30M | 2.2% | 0 | 0.0% | Unchanged | 0.01% |
| 6 | ABBV AbbVie Inc. | Healthcare | 40.3K | $10.54M | 1.88% | 0 | 0.0% | Unchanged | 0% |
| 7 | XOM ExxonMobil Holdings Corp | Energy | 58.4K | $9.51M | 1.7% | -200 | -0.3% | Reduced | 0% |
| 8 | WAT Waters Corp | Healthcare | 20.7K | $9.08M | 1.62% | 0 | 0.0% | Unchanged | 0.02% |
| 9 | NVDA Nvidia Corp | Technology | 38.5K | $8.79M | 1.57% | +245 | +0.6% | Added | 0% |
| 10 | EMR Emerson Electric Co | Industrials | 48.9K | $7.58M | 1.36% | 0 | 0.0% | Unchanged | 0.01% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 12.6K | $6.26M | 1.12% | 0 | 0.0% | Unchanged | 0% |
| 12 | QCOM Qualcomm Inc | Technology | 33.6K | $6.18M | 1.1% | 0 | 0.0% | Unchanged | 0% |
| 13 | BA Boeing Co | Industrials | 29.5K | $5.48M | 0.979% | 0 | 0.0% | Unchanged | 0% |
| 14 | NSC Norfolk Southern Corp | Industrials | 17.0K | $5.26M | 0.939% | 0 | 0.0% | Unchanged | 0.01% |
| 15 | PG PROCTER & GAMBLE Co | Consumer Staples | 35.4K | $5.15M | 0.919% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Independent Investors.
As of its Q3 2026 13F filing, Independent Investors Inc’s five largest positions were Apple Inc. (AAPL) at 59.0%, Microsoft Corp (MSFT) at 4.7%, Johnson & Johnson (JNJ) at 3.3%, Jpmorgan Chase & Co (JPM) at 3.2%, Amgen Inc (AMGN) at 2.2% of the reported portfolio.
Independent Investors Inc reported a 13F portfolio worth $559.69M across 62 positions for Q3 2026. That is up 8.2% from the previous quarter.
Its largest purchases by value were Honeywell Aerospace Inc. ($2.32M), Nvidia Corp ($55.95K). It opened 0 new positions.
Its largest sales by value were Apple Inc. ($12.27M), Microsoft Corp ($307.74K), Seaport Entertainment Group Inc. ($201.73K). It exited 1 positions entirely.
From the Form 13F-HR reports Independent Investors Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.