INDEPENDENT INVESTORS INC

CIK 1121908 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$523.6M
13F 가치 기준 9,443개 중 #3,667위 · 상위 38.8%
포지션
73
기준일
2026년 6월 30일

포트폴리오 가치 분기별: +4.0% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
77.08%
상위 25개 보유 비중
89.99%
1% 초과 포지션
14
유효 포지션 수
3.0

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 0.46% 추정 매수 $2,355,066 · 매도 $34,282,317

중앙값 보유 기간: 7.0 분기 추적 기간 Q4 2024–Q2 2026 · 94.8% 보유 중

신규 포지션
4
증가함
0
감소
43
종료
1
이 페이지에서

S&P 500 대비 성과

Q4 2024–Q2 2026 추적
+16.5%
S&P 500 총수익률 (동일 기간)
+28.1%
초과 수익률
-11.6%

연율화: +10.8% · S&P 500: +18.0%

분기별 SEC 13F 스냅샷을 기반으로 구축된 매수 후 보유 포트폴리오를 근사합니다. 현금, 공매도 포지션, 옵션/파생상품 및 13(f) 외 증권은 제외되며, 총 펀드 AUM이 아닌 공개된 롱 에쿼티 북만 반영합니다. SEC 제출 지연은 최대 45일이며, 이는 실시간 복사 가능한 타이밍이 아닙니다.

가격 산정 가능 범위: 97.9% · 옵션 제외: 0.0%

섹터별 비중

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%
기타/미분류
2.6%

전체 포트폴리오 73 포지션

유형 연속 8분기 추세
AAPL Apple Inc. - Common Stock $297,457,161 56.81% 1,027,983 $23,091,644 하락 ×6
MSFT Microsoft Corporation - Common Stock $19,415,691 3.71% 52,050 $-684,540 하락 ×1
JNJ Johnson & Johnson Common Stock $17,868,313 3.41% 70,356 $474,940 하락 ×2
JPM JP Morgan Chase & Co. Common Stock $17,742,595 3.39% 54,204 $1,327,290 하락 ×2
AMGN Amgen Inc. - Common Stock $10,565,213 2.02% 29,176 $194,082 하락 ×2
ABBV AbbVie Inc. Common Stock $10,134,549 1.94% 40,274 $418,401 하락 ×2
XOM Exxon Mobil Corporation Common Stock $8,018,491 1.53% 58,649 $-2,339,082 하락 ×2
WAT Waters Corporation Common Stock $7,749,452 1.48% 20,663 $-41,889 하락 ×1
NVDA NVIDIA Corporation - Common Stock $7,655,443 1.46% 38,260 $929,707 하락 ×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 하락 ×1
BRKB $6,293,405 1.20% 12,577 $-840,445 하락 ×2
QCOM QUALCOMM Incorporated - Common Stock $6,207,466 1.19% 33,592 $1,791,342 하락 ×1
NSC Norfolk Southern Corporation Common Stock $5,353,378 1.02% 17,017 $325,999 하락 ×1
PG Procter & Gamble Company (The) Common Stock $5,193,256 0.99% 35,415 $-598,066 하락 ×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 하락 ×2
MCD McDonald's Corporation Common Stock $4,491,471 0.86% 16,616 $-828,011 하락 ×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 하락 ×2
AXP American Express Company Common Stock $3,720,750 0.71% 11,000 $90,990 하락 ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $3,529,681 0.67% 3,490 $450,277 하락 ×1
UNP Union Pacific Corporation Common Stock $3,030,080 0.58% 11,140 $205,983 하락 ×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 하락 ×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 하락 ×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 하락 ×1
COST Costco Wholesale Corporation - Common Stock $2,259,160 0.43% 2,415 $-595,612 하락 ×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 하락 ×2
GOOGL Alphabet Inc. - Class A Common Stock $1,579,575 0.30% 4,420 $-122,780 하락 ×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 하락 ×2
SPY SPY $1,435,292 0.27% 1,922 $152,822 하락 ×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 하락 ×2
GE GE Aerospace Common Stock $1,249,006 0.24% 3,342 $81,576 하락 ×2
알 수 없는 발행자 (CUSIP: 43849R105) $1,187,863 0.23% 5,373 상승 ×1
PEP PepsiCo, Inc. - Common Stock $1,118,810 0.21% 8,263 $-1,709,487 하락 ×2
GEV GE Vernova Inc. Common Stock $1,065,598 0.20% 907 $196,190 하락 ×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 하락 ×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 하락 ×2
CVX Chevron Corporation Common Stock $901,734 0.17% 5,440 $-461,737 하락 ×2
SOLS Solstice Advanced Materials Inc. - Common Stock $897,429 0.17% 10,129 $110,772 하락 ×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 하락 ×1
알 수 없는 발행자 (CUSIP: 71531T105) $747,600 0.14% 20,000 상승 ×1
CSCO Cisco Systems, Inc. - Common Stock $723,554 0.14% 6,160 $112,921 하락 ×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 하락 ×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 하락 ×2
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $516,879 0.10% 8,410 $10,537 하락 ×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 하락 ×1
APD Air Products and Chemicals, Inc. Common Stock $218,712 0.04% 746 $2,006
VWO $217,869 0.04% 3,650 상승 ×1
INDA $207,932 0.04% 4,210 $-8,469 하락 ×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

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
알 수 없는 발행자 (CUSIP: 43849R105) $1,187,863 5,373 0.23%
알 수 없는 발행자 (CUSIP: 71531T105) $747,600 20,000 0.14%
VWO $217,869 3,650 0.04%
SEG $201,734 7,584 0.04%

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
AAPL 축소함 -53K +$23.1M
HON 축소함 -21K -$4.8M
XOM 축소함 -2K -$2.3M
QCOM 축소함 -700 +$1.8M
PEP 축소함 -10K -$1.7M
JPM 축소함 -2K +$1.3M
ABT 축소함 -7K -$1.0M
NVDA 축소함 -305 +$930K
BRKB 축소함 -2K -$840K
MCD 축소함 -500 -$828K

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권분기 이전 주식 수 이전 가치 매도 후 가격 변동
KVUE 2026년 6월 30일 38,249 $659,413 -0.9%
BLK 2026년 3월 31일 225 $240,827 20.3%
MRK 2025년 6월 30일 2,500 $224,400 91.6%
MDLZ 2025년 6월 30일 3,300 $223,905 -4.9%
SEG 2025년 3월 31일 7,680 $214,656 26.9%
TLN 2025년 12월 31일 500 $212,690 -15.8%
APD 2025년 12월 31일 746 $203,449 22.9%
SLB 2025년 6월 30일 4,800 $200,640 59.2%