INDEPENDENT INVESTORS INC
CIK 1121908 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $523.6M
- ポジション
- 73
- 時点
- 2026年6月30日
13F価値別で9,443件中 #3,667 位 · 38.8% トップ
ポートフォリオ価値 前期比: +4.0% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 77.08%
- 上位25銘柄のウェイト
- 89.99%
- 1%超のポジション
- 14
- 実効ポジション数
- 3.0
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 0.46% 推定買付額 $2,355,066 · 推定売付額 $34,282,317
保有期間中央値: 7.0 四半期 追跡期間 Q4 2024–Q2 2026 · 94.8% はまだ保有
- 新規ポジション
- 4
- 増加
- 0
- 減少
- 43
- クローズ
- 1
このページについて
S&P 500とのパフォーマンス比較
年率換算: +10.8% · S&P 500: +18.0%
四半期ごとのSEC 13Fスナップショットから構築されたバイ・アンド・ホールドポートフォリオを近似します。現金、ショートポジション、オプション/デリバティブ、および13(f)以外の証券は除外されます — これはファンド全体のAUMではなく、開示されたロングエクイティブックのみを反映します。SEC提出ラグは最大45日です。これはリアルタイムでコピー可能なタイミングではありません。
価格設定可能なカバレッジ: 97.9% · オプション除外: 0.0%
セクター別内訳
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%
その他/マッピングなし
2.6%
ポートフォリオ全体 73 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $297,457,161 | 56.81% | 1,027,983 | $23,091,644 | 下落 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $19,415,691 | 3.71% | 52,050 | $-684,540 | 下落 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $17,868,313 | 3.41% | 70,356 | $474,940 | 下落 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $17,742,595 | 3.39% | 54,204 | $1,327,290 | 下落 ×2 | ||
| AMGN Amgen Inc. - Common Stock | $10,565,213 | 2.02% | 29,176 | $194,082 | 下落 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $10,134,549 | 1.94% | 40,274 | $418,401 | 下落 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $8,018,491 | 1.53% | 58,649 | $-2,339,082 | 下落 ×2 | ||
| WAT Waters Corporation Common Stock | $7,749,452 | 1.48% | 20,663 | $-41,889 | 下落 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $7,655,443 | 1.46% | 38,260 | $929,707 | 下落 ×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 | 下落 ×1 | ||
| BRKB | $6,293,405 | 1.20% | 12,577 | $-840,445 | 下落 ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $6,207,466 | 1.19% | 33,592 | $1,791,342 | 下落 ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $5,353,378 | 1.02% | 17,017 | $325,999 | 下落 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $5,193,256 | 0.99% | 35,415 | $-598,066 | 下落 ×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 | 下落 ×2 | ||
| MCD McDonald's Corporation Common Stock | $4,491,471 | 0.86% | 16,616 | $-828,011 | 下落 ×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 | 下落 ×2 | ||
| AXP American Express Company Common Stock | $3,720,750 | 0.71% | 11,000 | $90,990 | 下落 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3,529,681 | 0.67% | 3,490 | $450,277 | 下落 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $3,030,080 | 0.58% | 11,140 | $205,983 | 下落 ×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 | 下落 ×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 | 下落 ×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 | 下落 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,259,160 | 0.43% | 2,415 | $-595,612 | 下落 ×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 | 下落 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,579,575 | 0.30% | 4,420 | $-122,780 | 下落 ×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 | 下落 ×2 | ||
| SPY SPY | $1,435,292 | 0.27% | 1,922 | $152,822 | 下落 ×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 | 下落 ×2 | ||
| GE GE Aerospace Common Stock | $1,249,006 | 0.24% | 3,342 | $81,576 | 下落 ×2 | ||
| 発行者不明 (CUSIP: 43849R105) | $1,187,863 | 0.23% | 5,373 | 上昇 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $1,118,810 | 0.21% | 8,263 | $-1,709,487 | 下落 ×2 | ||
| GEV GE Vernova Inc. Common Stock | $1,065,598 | 0.20% | 907 | $196,190 | 下落 ×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 | 下落 ×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 | 下落 ×2 | ||
| CVX Chevron Corporation Common Stock | $901,734 | 0.17% | 5,440 | $-461,737 | 下落 ×2 | ||
| SOLS Solstice Advanced Materials Inc. - Common Stock | $897,429 | 0.17% | 10,129 | $110,772 | 下落 ×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 | 下落 ×1 | ||
| 発行者不明 (CUSIP: 71531T105) | $747,600 | 0.14% | 20,000 | 上昇 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $723,554 | 0.14% | 6,160 | $112,921 | 下落 ×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 | 下落 ×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 | 下落 ×2 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $516,879 | 0.10% | 8,410 | $10,537 | 下落 ×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 | 下落 ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $218,712 | 0.04% | 746 | $2,006 | |||
| VWO | $217,869 | 0.04% | 3,650 | 上昇 ×1 | |||
| INDA | $207,932 | 0.04% | 4,210 | $-8,469 | 下落 ×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 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| 発行者不明 (CUSIP: 43849R105) | $1,187,863 | 5,373 | 0.23% |
| 発行者不明 (CUSIP: 71531T105) | $747,600 | 20,000 | 0.14% |
| VWO | $217,869 | 3,650 | 0.04% |
| SEG | $201,734 | 7,584 | 0.04% |
上位変動銘柄（四半期比）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| KVUE | 2026年6月30日 | 38,249 | $659,413 | -0.9% |
| BLK | 2026年3月31日 | 225 | $240,827 | 20.3% |
| MRK | 2025年6月30日 | 2,500 | $224,400 | 91.6% |
| MDLZ | 2025年6月30日 | 3,300 | $223,905 | -4.9% |
| SEG | 2025年3月31日 | 7,680 | $214,656 | 26.9% |
| TLN | 2025年12月31日 | 500 | $212,690 | -15.8% |
| APD | 2025年12月31日 | 746 | $203,449 | 22.9% |
| SLB | 2025年6月30日 | 4,800 | $200,640 | 59.2% |