$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | Apple Inc. | $214,683,805 | +25.5% | 1,301,903 | -1.1% | 53.30% | +12.0% |
| XOM | Sell | Exxon Mobil Corporation | $6,693,975 | -5.5% | 61,043 | -4.9% | 1.66% | -15.7% |
| KO | Sell | Coca-Cola Company | $2,247,037 | -7.3% | 36,225 | -4.9% | 0.56% | -17.2% |
| GOOGL | Sell | Alphabet Inc. Class A | $811,169 | +14.6% | 7,820 | -2.5% | 0.20% | +2.0% |
| ESI | Sell | Element Solutions Inc. | $798,951 | -6.3% | 41,375 | -11.7% | 0.20% | -16.5% |
| BLK | Sell | BlackRock, Inc. | $217,464 | -15.9% | 325 | -11.0% | 0.05% | -25.0% |
| MMM | Sell | 3M Company | $210,220 | -42.5% | 2,000 | -34.4% | 0.05% | -49.0% |
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.