$235 Million is the total value of INDEPENDENT INVESTORS INC's 79 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC. | $59,286,000 | +23.4% | 412,683 | -0.5% | 25.22% | +13.5% |
| WAT | Sell | WATERS CORP | $8,722,000 | +15.3% | 55,800 | -0.9% | 3.71% | +6.0% |
| PG | Sell | PROCTER & GAMBLE CO. | $8,096,000 | +6.6% | 90,110 | -0.2% | 3.44% | -2.0% |
| XOM | Sell | EXXON MOBIL CORP. | $6,304,000 | -9.4% | 76,875 | -0.3% | 2.68% | -16.7% |
| JPM | Sell | JP MORGAN CHASE & CO. | $5,685,000 | +0.9% | 64,730 | -0.9% | 2.42% | -7.3% |
| GE | Sell | GENERAL ELECTRIC | $3,759,000 | -9.5% | 126,169 | -4.0% | 1.60% | -16.8% |
| IBM | Sell | IBM CORPORATION | $3,732,000 | +3.9% | 21,436 | -0.9% | 1.59% | -4.5% |
| UPS | Sell | UNITED PARCEL SERVICE | $3,466,000 | -6.7% | 32,311 | -0.3% | 1.47% | -14.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO. | $2,643,000 | -8.6% | 48,620 | -1.8% | 1.12% | -16.1% |
| PEP | Sell | PEPSICO | $2,628,000 | +6.4% | 23,500 | -0.4% | 1.12% | -2.1% |
| QCOM | Sell | QUALCOMM INC. | $2,402,000 | -13.1% | 41,900 | -1.2% | 1.02% | -20.1% |
| VZ | Sell | VERIZON COMMUNICATIONS | $1,612,000 | -9.5% | 33,073 | -0.9% | 0.69% | -16.7% |
| WFC | Sell | WELLS FARGO & CO. | $1,402,000 | +0.2% | 25,200 | -0.8% | 0.60% | -7.9% |
| NVS | Sell | NOVARTIS ADR | $1,359,000 | -16.3% | 18,300 | -17.9% | 0.58% | -23.0% |
| PAH | Sell | PLATFORM SPECIALTY PRODUCTS | $1,338,000 | +31.4% | 102,775 | -1.0% | 0.57% | +20.8% |
| PFE | Sell | PFIZER | $968,000 | +5.0% | 28,300 | -0.4% | 0.41% | -3.5% |
| BK | Sell | BANK OF NY MELLON CORP | $944,000 | -2.8% | 20,000 | -2.4% | 0.40% | -10.5% |
| MO | Sell | ALTRIA GROUP INC. | $907,000 | +4.9% | 12,700 | -0.8% | 0.39% | -3.5% |
| Sell | AMERICAN FUNDAMENTAL INVESTORS CL A | $570,000 | -22.9% | 9,862 | -27.4% | 0.24% | -29.2% | |
| APD | Sell | AIR PRODUCTS & CHEMICALS | $526,000 | -13.9% | 3,894 | -8.4% | 0.22% | -20.8% |
| VOD | Sell | VODAFONE GROUP PLC ADR | $507,000 | +7.2% | 19,185 | -1.0% | 0.22% | -1.4% |
| COP | Sell | CONOCO PHILLIPS | $386,000 | -11.9% | 7,750 | -11.4% | 0.16% | -19.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 42 | Q3 2023 | 5.8% |
| Waters Corporation | 42 | Q3 2023 | 4.9% |
| Procter & Gamble Company | 42 | Q3 2023 | 4.3% |
| MICROSOFT CORPORATION | 42 | Q3 2023 | 4.4% |
| HONEYWELL INTL INC. | 42 | Q3 2023 | 3.0% |
| Exxon Mobil Corporation | 42 | Q3 2023 | 4.3% |
| JP MORGAN CHASE & CO. | 42 | Q3 2023 | 2.8% |
| Walt Disney Company | 42 | Q3 2023 | 2.7% |
| NIKE INC. | 42 | Q3 2023 | 2.4% |
| ABBVIE INC. | 42 | Q3 2023 | 2.1% |
View INDEPENDENT INVESTORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-31 |
View INDEPENDENT INVESTORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.