INDEPENDENT INVESTORS INC
CIK 1121908 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $523.6M
- 持仓
- 73
- 截至
- 2026年6月30日
按 13F 价值排名第 3667（共 9443） · 前 38.8%
投资组合价值同比（季度）：+4.0% 13F不披露现金
- 前十大持仓权重
- 77.08%
- 前二十五大持仓权重
- 89.99%
- 持仓高于 1%
- 14
- 有效持仓数量
- 3.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.46% 估计买入 $2355066 · 卖出 $34282317
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 94.8% 仍持有
- 新仓位
- 4
- 增加
- 0
- 减少
- 43
- 已结清
- 1
本页内容
与标普500指数的表现对比
年化：+10.8% · 标普500指数：+18.0%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：97.9% · 已排除期权：0.0%
行业细分
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%
其他/未映射
2.6%
完整投资组合 73 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $297457161 | 56.81% | 1027983 | $23091644 | 下跌 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $19415691 | 3.71% | 52050 | $-684540 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $17868313 | 3.41% | 70356 | $474940 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $17742595 | 3.39% | 54204 | $1327290 | 下跌 ×2 | ||
| AMGN Amgen Inc. - Common Stock | $10565213 | 2.02% | 29176 | $194082 | 下跌 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $10134549 | 1.94% | 40274 | $418401 | 下跌 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $8018491 | 1.53% | 58649 | $-2339082 | 下跌 ×2 | ||
| WAT Waters Corporation Common Stock | $7749452 | 1.48% | 20663 | $-41889 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $7655443 | 1.46% | 38260 | $929707 | 下跌 ×1 | ||
| EMR Emerson Electric Company Common Stock | $6999462 | 1.34% | 48896 | $593108 | |||
| BA Boeing Company (The) Common Stock | $6376557 | 1.22% | 29457 | $334603 | 下跌 ×1 | ||
| BRKB | $6293405 | 1.20% | 12577 | $-840445 | 下跌 ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $6207466 | 1.19% | 33592 | $1791342 | 下跌 ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $5353378 | 1.02% | 17017 | $325999 | 下跌 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $5193256 | 0.99% | 35415 | $-598066 | 下跌 ×6 | ||
| DOV Dover Corporation Common Stock | $4575312 | 0.87% | 20400 | $322932 | |||
| HON Honeywell International Inc. - Common Stock | $4561515 | 0.87% | 20373 | $-4830032 | 下跌 ×2 | ||
| MCD McDonald's Corporation Common Stock | $4491471 | 0.86% | 16616 | $-828011 | 下跌 ×2 | ||
| ORCL Oracle Corporation Common Stock | $4381845 | 0.84% | 29900 | $-16744 | |||
| DIS Walt Disney Company (The) Common Stock | $4194190 | 0.80% | 43576 | $-49036 | 下跌 ×2 | ||
| AXP American Express Company Common Stock | $3720750 | 0.71% | 11000 | $90990 | 下跌 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3529681 | 0.67% | 3490 | $450277 | 下跌 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $3030080 | 0.58% | 11140 | $205983 | 下跌 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $2884760 | 0.55% | 35496 | $185289 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $2832962 | 0.54% | 9749 | $-531905 | |||
| NVS Novartis AG Common Stock | $2805288 | 0.54% | 17900 | $71063 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $2752441 | 0.53% | 7790 | $87512 | 下跌 ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $2583010 | 0.49% | 24028 | $219135 | |||
| ABT Abbott Laboratories Common Stock | $2526202 | 0.48% | 27840 | $-1004619 | 下跌 ×4 | ||
| NKE Nike, Inc. Common Stock | $2463000 | 0.47% | 60000 | $-706200 | |||
| CL Colgate-Palmolive Company Common Stock | $2460049 | 0.47% | 26833 | $70796 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $2259160 | 0.43% | 2415 | $-595612 | 下跌 ×2 | ||
| HHH Howard Hughes Holdings Inc. Common Stock | $2047259 | 0.39% | 28637 | $235682 | |||
| HD Home Depot, Inc. (The) Common Stock | $1769043 | 0.34% | 5016 | $-204626 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1579575 | 0.30% | 4420 | $-122780 | 下跌 ×2 | ||
| IVV | $1577162 | 0.30% | 2106 | $201502 | |||
| URI United Rentals, Inc. Common Stock | $1501079 | 0.29% | 1325 | $535737 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $1465738 | 0.28% | 25438 | $-137727 | 下跌 ×2 | ||
| SPY SPY | $1435292 | 0.27% | 1922 | $152822 | 下跌 ×1 | ||
| BAC Bank of America Corporation Common Stock | $1400568 | 0.27% | 24580 | $202293 | |||
| MS Morgan Stanley Common Stock | $1365658 | 0.26% | 6533 | $249380 | 下跌 ×2 | ||
| GE GE Aerospace Common Stock | $1249006 | 0.24% | 3342 | $81576 | 下跌 ×2 | ||
| 未知发行人 (CUSIP: 43849R105) | $1187863 | 0.23% | 5373 | 上涨 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $1118810 | 0.21% | 8263 | $-1709487 | 下跌 ×2 | ||
| GEV GE Vernova Inc. Common Stock | $1065598 | 0.20% | 907 | $196190 | 下跌 ×2 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $969398 | 0.19% | 10100 | $-297748 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $950109 | 0.18% | 1245 | $454288 | 下跌 ×2 | ||
| SYK Stryker Corporation Common Stock | $944520 | 0.18% | 3000 | $-41250 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $926855 | 0.18% | 2230 | $228733 | 下跌 ×2 | ||
| CVX Chevron Corporation Common Stock | $901734 | 0.17% | 5440 | $-461737 | 下跌 ×2 | ||
| SOLS Solstice Advanced Materials Inc. - Common Stock | $897429 | 0.17% | 10129 | $110772 | 下跌 ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $837862 | 0.16% | 3800 | $-60002 | |||
| JEPI | $804896 | 0.15% | 14251 | $-57263 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: 71531T105) | $747600 | 0.14% | 20000 | 上涨 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $723554 | 0.14% | 6160 | $112921 | 下跌 ×2 | ||
| IBM International Business Machines Corporation Common Stock | $660844 | 0.13% | 2350 | $91227 | |||
| PCT PureCycle Technologies, Inc. - Common stock | $653398 | 0.12% | 80567 | $235255 | |||
| UBER Uber Technologies, Inc. Common Stock | $640781 | 0.12% | 8880 | $-9466 | 下跌 ×2 | ||
| KMI Kinder Morgan, Inc. Common Stock | $595154 | 0.11% | 18616 | $-29040 | |||
| AMZN Amazon.com, Inc. - Common Stock | $574399 | 0.11% | 2410 | $61013 | 下跌 ×2 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $516879 | 0.10% | 8410 | $10537 | 下跌 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $511344 | 0.10% | 1200 | $82140 | |||
| V Visa Inc. | $473464 | 0.09% | 1380 | $56373 | |||
| IJK | $329000 | 0.06% | 2800 | $47264 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $321250 | 0.06% | 2500 | $20525 | |||
| QQQ Invesco QQQ Trust, Series 1 | $282041 | 0.05% | 383 | $60981 | |||
| PFE Pfizer, Inc. Common Stock | $280532 | 0.05% | 11650 | $-63448 | 下跌 ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $218712 | 0.04% | 746 | $2006 | |||
| VWO | $217869 | 0.04% | 3650 | 上涨 ×1 | |||
| INDA | $207932 | 0.04% | 4210 | $-8469 | 下跌 ×2 | ||
| SLB SLB Limited Common Shares | $205718 | 0.04% | 4425 | $-21683 | |||
| SEG Seaport Entertainment Group Inc. Common Stock | $201734 | 0.04% | 7584 | ||||
| METV | $184500 | 0.04% | 10000 | $25200 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| 未知发行人 (CUSIP: 43849R105) | $1187863 | 5373 | 0.23% |
| 未知发行人 (CUSIP: 71531T105) | $747600 | 20000 | 0.14% |
| VWO | $217869 | 3650 | 0.04% |
| SEG | $201734 | 7584 | 0.04% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。