INDEPENDENT INVESTORS INC
CIK 1121908 · Auf SEC EDGAR ansehen ↗
- Portfolio-Wert
- $523.6M
- Positionen
- 73
- Stand
- 30. Juni 2026
#3.668 von 9.443 nach 13F-Wert · Top 38.8%
Portfolio-Wert QoQ: +4.0% 13F gibt keine Barmittel an
- Gewichtung der Top-10-Positionen
- 77,08%
- Gewichtung der Top-25-Positionen
- 89,99%
- Positionen über 1%
- 14
- Effektive Anzahl von Positionen
- 3,0
Basiert nur auf 13F-Aktien-Long-Positionen (Barmittel, Anleihen, Leerverkäufe nicht angegeben)
Umsatz Q2 2026: 0,46% Geschätzte Käufe $2.355.066 · Verkäufe $34.282.317
Median-Haltezeit: 7,0 Quartale Verfolgt Q4 2024–Q2 2026 · 94,8% noch gehalten
- Neue Positionen
- 4
- Erhöht
- 0
- Abgenommen
- 43
- Geschlossen
- 1
Auf dieser Seite
- Performance vs. S&P Wie sich das 13F-Portfolio dieses Managers im Vergleich zum S&P 500 entwickelt hat.
- Sektoraufschlüsselung Aufteilung des Portfolios nach Sektoren.
- Portfolio Jede Aktie, die diese Institution meldet, aus ihrem neuesten 13F.
- Größte neue Wetten Brandneue Positionen, die im letzten Quartal eröffnet wurden.
- Top-Transaktionen Die größten Positionssteigerungen und -senkungen in diesem Quartal.
- Geschlossene Positionen Positionen, die der Manager im letzten Quartal vollständig verkauft hat.
Performance vs S&P 500
Annualisiert: +10.8% · S&P 500: +18.0%
Nähert sich einem Buy-and-Hold-Portfolio, das aus vierteljährlichen SEC 13F-Momentaufnahmen erstellt wurde. Schließt Bargeld, Leerverkäufe, Optionen/Derivate und Nicht-13(f)-Wertpapiere aus — spiegelt nur das offengelegte Long-Equity-Buch wider, nicht das gesamte Fondsvermögen (AUM). Die Verzögerung bei der SEC-Einreichung beträgt bis zu 45 Tage; dies ist keine in Echtzeit kopierbare Zeitangabe.
Preisbare Abdeckung: 97,9% · Optionen ausgeschlossen: 0,0%
Sektoraufschlüsselung
Technology
64,3%
Healthcare
10,6%
Industrials
7,4%
Financials
3,7%
Energy
1,9%
Financial Services
1,7%
Communication Services
1,6%
Consumer products
1,5%
Consumer Discretionary
1,3%
Retail
1,2%
Consumer Staples
0,8%
Logistics & Transportation
0,5%
Real Estate
0,4%
Materials
0,3%
Communications
0,1%
Sonstige/Nicht zugeordnet
2,6%
Gesamtportfolio 73 Positionen
| Typ | Serie | 8-Quartals-Trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $297.457.161 | 56,81% | 1.027.983 | $23.091.644 | Ab ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $19.415.691 | 3,71% | 52.050 | $-684.540 | Ab ×1 | ||
| JNJ Johnson & Johnson Common Stock | $17.868.313 | 3,41% | 70.356 | $474.940 | Ab ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $17.742.595 | 3,39% | 54.204 | $1.327.290 | Ab ×2 | ||
| AMGN Amgen Inc. - Common Stock | $10.565.213 | 2,02% | 29.176 | $194.082 | Ab ×2 | ||
| ABBV AbbVie Inc. Common Stock | $10.134.549 | 1,94% | 40.274 | $418.401 | Ab ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $8.018.491 | 1,53% | 58.649 | $-2.339.082 | Ab ×2 | ||
| WAT Waters Corporation Common Stock | $7.749.452 | 1,48% | 20.663 | $-41.889 | Ab ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $7.655.443 | 1,46% | 38.260 | $929.707 | Ab ×1 | ||
| EMR Emerson Electric Company Common Stock | $6.999.462 | 1,34% | 48.896 | $593.108 | |||
| BA Boeing Company (The) Common Stock | $6.376.557 | 1,22% | 29.457 | $334.603 | Ab ×1 | ||
| BRKB | $6.293.405 | 1,20% | 12.577 | $-840.445 | Ab ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $6.207.466 | 1,19% | 33.592 | $1.791.342 | Ab ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $5.353.378 | 1,02% | 17.017 | $325.999 | Ab ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $5.193.256 | 0,99% | 35.415 | $-598.066 | Ab ×6 | ||
| DOV Dover Corporation Common Stock | $4.575.312 | 0,87% | 20.400 | $322.932 | |||
| HON Honeywell International Inc. - Common Stock | $4.561.515 | 0,87% | 20.373 | $-4.830.032 | Ab ×2 | ||
| MCD McDonald's Corporation Common Stock | $4.491.471 | 0,86% | 16.616 | $-828.011 | Ab ×2 | ||
| ORCL Oracle Corporation Common Stock | $4.381.845 | 0,84% | 29.900 | $-16.744 | |||
| DIS Walt Disney Company (The) Common Stock | $4.194.190 | 0,80% | 43.576 | $-49.036 | Ab ×2 | ||
| AXP American Express Company Common Stock | $3.720.750 | 0,71% | 11.000 | $90.990 | Ab ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3.529.681 | 0,67% | 3.490 | $450.277 | Ab ×1 | ||
| UNP Union Pacific Corporation Common Stock | $3.030.080 | 0,58% | 11.140 | $205.983 | Ab ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $2.884.760 | 0,55% | 35.496 | $185.289 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $2.832.962 | 0,54% | 9.749 | $-531.905 | |||
| NVS Novartis AG Common Stock | $2.805.288 | 0,54% | 17.900 | $71.063 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.752.441 | 0,53% | 7.790 | $87.512 | Ab ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $2.583.010 | 0,49% | 24.028 | $219.135 | |||
| ABT Abbott Laboratories Common Stock | $2.526.202 | 0,48% | 27.840 | $-1.004.619 | Ab ×4 | ||
| NKE Nike, Inc. Common Stock | $2.463.000 | 0,47% | 60.000 | $-706.200 | |||
| CL Colgate-Palmolive Company Common Stock | $2.460.049 | 0,47% | 26.833 | $70.796 | Ab ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $2.259.160 | 0,43% | 2.415 | $-595.612 | Ab ×2 | ||
| HHH Howard Hughes Holdings Inc. Common Stock | $2.047.259 | 0,39% | 28.637 | $235.682 | |||
| HD Home Depot, Inc. (The) Common Stock | $1.769.043 | 0,34% | 5.016 | $-204.626 | Ab ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.579.575 | 0,30% | 4.420 | $-122.780 | Ab ×2 | ||
| IVV | $1.577.162 | 0,30% | 2.106 | $201.502 | |||
| URI United Rentals, Inc. Common Stock | $1.501.079 | 0,29% | 1.325 | $535.737 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $1.465.738 | 0,28% | 25.438 | $-137.727 | Ab ×2 | ||
| SPY SPY | $1.435.292 | 0,27% | 1.922 | $152.822 | Ab ×1 | ||
| BAC Bank of America Corporation Common Stock | $1.400.568 | 0,27% | 24.580 | $202.293 | |||
| MS Morgan Stanley Common Stock | $1.365.658 | 0,26% | 6.533 | $249.380 | Ab ×2 | ||
| GE GE Aerospace Common Stock | $1.249.006 | 0,24% | 3.342 | $81.576 | Ab ×2 | ||
| Unbekannter Emittent (CUSIP: 43849R105) | $1.187.863 | 0,23% | 5.373 | Auf ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $1.118.810 | 0,21% | 8.263 | $-1.709.487 | Ab ×2 | ||
| GEV GE Vernova Inc. Common Stock | $1.065.598 | 0,20% | 907 | $196.190 | Ab ×2 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $969.398 | 0,19% | 10.100 | $-297.748 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $950.109 | 0,18% | 1.245 | $454.288 | Ab ×2 | ||
| SYK Stryker Corporation Common Stock | $944.520 | 0,18% | 3.000 | $-41.250 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $926.855 | 0,18% | 2.230 | $228.733 | Ab ×2 | ||
| CVX Chevron Corporation Common Stock | $901.734 | 0,17% | 5.440 | $-461.737 | Ab ×2 | ||
| SOLS Solstice Advanced Materials Inc. - Common Stock | $897.429 | 0,17% | 10.129 | $110.772 | Ab ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $837.862 | 0,16% | 3.800 | $-60.002 | |||
| JEPI | $804.896 | 0,15% | 14.251 | $-57.263 | Ab ×1 | ||
| Unbekannter Emittent (CUSIP: 71531T105) | $747.600 | 0,14% | 20.000 | Auf ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $723.554 | 0,14% | 6.160 | $112.921 | Ab ×2 | ||
| IBM International Business Machines Corporation Common Stock | $660.844 | 0,13% | 2.350 | $91.227 | |||
| PCT PureCycle Technologies, Inc. - Common stock | $653.398 | 0,12% | 80.567 | $235.255 | |||
| UBER Uber Technologies, Inc. Common Stock | $640.781 | 0,12% | 8.880 | $-9.466 | Ab ×2 | ||
| KMI Kinder Morgan, Inc. Common Stock | $595.154 | 0,11% | 18.616 | $-29.040 | |||
| AMZN Amazon.com, Inc. - Common Stock | $574.399 | 0,11% | 2.410 | $61.013 | Ab ×2 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $516.879 | 0,10% | 8.410 | $10.537 | Ab ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $511.344 | 0,10% | 1.200 | $82.140 | |||
| V Visa Inc. | $473.464 | 0,09% | 1.380 | $56.373 | |||
| IJK | $329.000 | 0,06% | 2.800 | $47.264 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $321.250 | 0,06% | 2.500 | $20.525 | |||
| QQQ Invesco QQQ Trust, Series 1 | $282.041 | 0,05% | 383 | $60.981 | |||
| PFE Pfizer, Inc. Common Stock | $280.532 | 0,05% | 11.650 | $-63.448 | Ab ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $218.712 | 0,04% | 746 | $2.006 | |||
| VWO | $217.869 | 0,04% | 3.650 | Auf ×1 | |||
| INDA | $207.932 | 0,04% | 4.210 | $-8.469 | Ab ×2 | ||
| SLB SLB Limited Common Shares | $205.718 | 0,04% | 4.425 | $-21.683 | |||
| SEG Seaport Entertainment Group Inc. Common Stock | $201.734 | 0,04% | 7.584 | ||||
| METV | $184.500 | 0,04% | 10.000 | $25.200 | |||
| Keine Treffer | |||||||
Größte neue Wetten
In diesem Quartal eröffnete neue Positionen, beginnend mit der größten.
| Wertpapier | Wert | Aktien | % des Portfolios |
|---|---|---|---|
| Unbekannter Emittent (CUSIP: 43849R105) | $1.187.863 | 5.373 | 0,23% |
| Unbekannter Emittent (CUSIP: 71531T105) | $747.600 | 20.000 | 0,14% |
| VWO | $217.869 | 3.650 | 0,04% |
| SEG | $201.734 | 7.584 | 0,04% |
Top-Performer (QoQ)
Geschlossene Positionen
Beinhaltet Unternehmensereignisse (Fusionen, Delistings) – nicht alle Abgänge sind Verkäufe
Geschlossene Positionen spiegeln Änderungen in der 13F-Meldung wider; für Indexmanager sind diese oft mechanisch (Delisting, M&A, Index-Neugewichtung) und keine aktiven Entscheidungen.
| Wertpapier | Quartal | Anteile davor | Wert davor | Preis seit Ausstieg |
|---|---|---|---|---|
| KVUE | 30. Juni 2026 | 38.249 | $659.413 | -0,9% |
| BLK | 31. März 2026 | 225 | $240.827 | 20,3% |
| MRK | 30. Juni 2025 | 2.500 | $224.400 | 91,6% |
| MDLZ | 30. Juni 2025 | 3.300 | $223.905 | -4,9% |
| SEG | 31. März 2025 | 7.680 | $214.656 | 26,9% |
| TLN | 31. Dezember 2025 | 500 | $212.690 | -15,8% |
| APD | 31. Dezember 2025 | 746 | $203.449 | 22,9% |
| SLB | 30. Juni 2025 | 4.800 | $200.640 | 59,2% |