$403 Million is the total value of INDEPENDENT INVESTORS INC's 69 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BAC | Buy | Bank of America Corporation | $718,718 | -11.9% | 25,130 | +2.0% | 0.18% | -21.6% |
| SPY | Buy | SPDR S&P 500 ETF | $679,997 | +10.4% | 1,661 | +3.1% | 0.17% | -1.2% |
| JEPI | Buy | JPMorgan Equity Premium Income ETF | $588,042 | +10.5% | 10,770 | +10.2% | 0.15% | -1.4% |
| NVDA | New | NVIDIA Corporation | $286,103 | – | 1,030 | +100.0% | 0.07% | – |
| ETN | New | Eaton Corporation plc | $208,178 | – | 1,215 | +100.0% | 0.05% | – |
| IJK | New | iShares S&P Mid-Cap 400 Growth ETF | $200,228 | – | 2,800 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-13
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.