INDEPENDENT INVESTORS INC

Q3 2025 13F-HR Holdings

Location
Nesconset, NY
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
70
Total value ($000)
$519,620
Net value change ($000)
+60,537 (13.2%)
New positions
3
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 49,852 21.6%
JNJ 2,304 21.0%
ABBV 2,035 24.2%
ORCL 1,872 28.6%
JPM 1,410 8.5%
NVDA 1,100 18.1%
MSFT 1,005 3.7%
NSC 757 16.8%
BABA 660 57.6%
GOOGL 615 37.3%
Top Reduces (Value $000, Stocks/ETFs)
PG -1,896 -22.7%
WAT -1,324 -14.4%
HON -948 -9.6%
UPS -481 -19.3%
DIS -432 -7.7%
DOV -338 -9.0%
CL -308 -12.0%
ABT -203 -4.1%
COST -186 -6.5%
KVUE -184 -22.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type