INDEPENDENT INVESTORS INC

Q4 2025 13F-HR Holdings

Location
Nesconset, NY
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$538,142
Net value change ($000)
+18,522 (3.6%)
New positions
1
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 16,937 6.0%
WAT 2,093 26.7%
JNJ 1,541 11.6%
AMGN 1,337 16.0%
GOOGL 650 28.7%
DOV 585 17.0%
SOLS 514 NEW
XOM 470 6.7%
GOOGL 456 28.8%
AXP 453 11.4%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,581 -30.7%
MSFT -1,864 -6.6%
HON -652 -7.3%
PG -481 -7.5%
PCT -389 -35.9%
HD -373 -14.8%
NKE -361 -8.6%
ABT -329 -7.0%
BABA -325 -18.0%
TLN -213 -100.0%
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