INDEPENDENT INVESTORS INC

Q3 2026 13F-HR Holdings

Location
Nesconset, NY
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$566,353
Net value change ($000)
+42,729 (8.2%)
New positions
3
Sold out positions
4
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 32,612 11.0%
ExxonMobil Holdings Corp. 9,513 NEW
MSFT 6,973 35.9%
HON 4,297 NEW
Honeywell Aerospace Inc. 1,969 165.7%
AMGN 1,733 16.4%
WAT 1,330 17.2%
NVDA 1,139 14.9%
JNJ 758 4.2%
EMR 585 8.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -8,018 -100.0%
HON -4,562 -100.0%
BA -897 -14.1%
DOV -759 -16.6%
MCD -723 -16.1%
LHX -525 -18.5%
GS -388 -11.0%
AXP -376 -10.1%
HD -342 -19.3%
NKE -339 -13.8%
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