$241 Million is the total value of INDEPENDENT INVESTORS INC's 72 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 6.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIS | Buy | DISNEY (WALT) CO. | $4,943,000 | -32.2% | 51,171 | +1.5% | 2.05% | -15.0% |
| BA | Buy | BOEING COMPANY | $4,851,000 | -53.9% | 32,527 | +0.7% | 2.01% | -42.2% |
| QCOM | Buy | QUALCOMM INC. | $2,613,000 | -23.1% | 38,635 | +0.4% | 1.08% | -3.6% |
| XOM | Buy | EXXON MOBIL CORP. | $2,551,000 | -45.1% | 67,188 | +0.9% | 1.06% | -31.2% |
| HHC | Buy | HOWARD HUGHES CORP | $1,764,000 | -60.1% | 34,930 | +0.1% | 0.73% | -50.0% |
| HD | Buy | HOME DEPOT INC. | $1,717,000 | -13.6% | 9,198 | +1.0% | 0.71% | +8.2% |
| VZ | Buy | VERIZON COMMUNICATIONS | $1,478,000 | -8.5% | 27,516 | +4.6% | 0.61% | +14.6% |
| LOW | Buy | LOWES COMPANIES INC. | $1,193,000 | -27.9% | 13,865 | +0.4% | 0.50% | -9.7% |
| COST | Buy | COSTCO WHOLESALE CORP | $1,137,000 | +14.2% | 3,990 | +17.7% | 0.47% | +43.0% |
| Buy | UNITED HEALTHCARE CORP. | $1,045,000 | -8.4% | 4,194 | +8.0% | 0.43% | +14.8% | |
| URI | Buy | UNITED RENTALS INC | $792,000 | -36.6% | 7,700 | +2.7% | 0.33% | -20.5% |
| GS | Buy | GOLDMAN SACHS GROUP INC. | $655,000 | -29.4% | 4,240 | +5.0% | 0.27% | -11.4% |
| VIAC | Buy | VIACOMCBS INC. | $570,000 | -65.2% | 40,700 | +4.4% | 0.24% | -56.5% |
| BLK | New | BLACKROCK, INC. | $303,000 | – | 689 | +100.0% | 0.13% | – |
| TFC | Buy | TRUIST FINANCIAL CORPORATION | $276,000 | -5.2% | 8,979 | +73.4% | 0.11% | +18.8% |
| V | Buy | VISA INC. | $274,000 | -12.7% | 1,702 | +1.8% | 0.11% | +9.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-06
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.