INDEPENDENT INVESTORS INC

Q2 2026 13F-HR Holdings

Location
Nesconset, NY
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$523,624
Net value change ($000)
+20,044 (4.0%)
New positions
4
Sold out positions
1
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 23,091 8.4%
QCOM 1,791 40.6%
JPM 1,328 8.1%
Honeywell Aerospace Inc. 1,188 NEW
NVDA 929 13.8%
Pershing Square USA, Ltd. 748 NEW
EMR 593 9.3%
URI 536 55.5%
JNJ 475 2.7%
CRWD 454 91.5%
Top Reduces (Value $000, Stocks/ETFs)
HON -4,830 -51.4%
XOM -2,340 -22.6%
PEP -1,709 -60.4%
ABT -1,005 -28.5%
BRK-B -841 -11.8%
MCD -828 -15.6%
NKE -706 -22.3%
MSFT -684 -3.4%
KVUE -659 -100.0%
PG -598 -10.3%
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