INDEPENDENT INVESTORS INC

Q1 2026 13F-HR Holdings

Location
Nesconset, NY
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$503,580
Net value change ($000)
-34,562 (-6.4%)
New positions
2
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 2,915 39.2%
JNJ 2,585 17.5%
HON 1,135 13.7%
AMGN 666 6.9%
LHX 503 17.6%
COST 363 14.6%
CVX 321 30.8%
SOLS 273 53.1%
NVS 266 10.8%
DOV 230 5.7%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -22,772 -7.7%
MSFT -6,161 -23.5%
WAT -2,146 -21.6%
JPM -1,888 -10.3%
QCOM -1,450 -24.7%
ORCL -1,429 -24.5%
DIS -922 -17.9%
ABT -840 -19.2%
AXP -809 -18.2%
NKE -654 -17.1%
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