☆INDEPENDENT INVESTORS INC
Quality Q
0.830
AUM ($M)
524
Positions
73
Turnover
0.04
Top-10 wt
77%
Herfindahl
0.330
History (qtrs)
6
Excess Return
—
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Holdings · 74 positions · portfolio value $524M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | Apple Inc. | TRIM | — | 56.8% | +2.3% | 297.5 | 1,027,983 | -53,090 | 5 | — |
| ☆MSFT funds › | Microsoft Corporation | TRIM | — | 3.7% | -0.3% | 19.4 | 52,050 | -2,250 | 5 | — |
| ☆JNJ funds › | Johnson & Johnson | TRIM | — | 3.4% | -0.0% | 17.9 | 70,356 | -800 | 5 | — |
| ☆JPM funds › | JPMorgan Chase & Co. | TRIM | — | 3.4% | +0.1% | 17.7 | 54,204 | -1,600 | 5 | — |
| ☆AMGN funds › | Amgen Inc. | TRIM | — | 2.0% | -0.0% | 10.6 | 29,176 | -300 | 5 | — |
| ☆ABBV funds › | AbbVie Inc. | TRIM | — | 1.9% | +0.0% | 10.1 | 40,274 | -4,400 | 5 | — |
| ☆CUSIP:30231G102 funds › | Exxon Mobil Corporation | TRIM | — | 1.5% | -0.5% | 8.0 | 58,649 | -2,400 | 5 | — |
| ☆WAT funds › | Waters Corporation | TRIM | — | 1.5% | -0.1% | 7.7 | 20,663 | -5,500 | 5 | — |
| ☆NVDA funds › | NVIDIA Corporation | TRIM | — | 1.5% | +0.1% | 7.7 | 38,260 | -305 | 5 | — |
| ☆EMR funds › | Emerson Electric Co. | HOLD | — | 1.3% | +0.1% | 7.0 | 48,896 | +0 | 5 | — |
| ☆BA funds › | Boeing Company | TRIM | — | 1.2% | +0.0% | 6.4 | 29,457 | -900 | 5 | — |
| ☆BRKB funds › | Berkshire Hathaway Inc. Class B | TRIM | — | 1.2% | -0.2% | 6.3 | 12,577 | -2,310 | 5 | — |
| ☆QCOM funds › | Qualcomm Inc. | TRIM | — | 1.2% | +0.3% | 6.2 | 33,592 | -700 | 5 | — |
| ☆NSC funds › | Norfolk Southern Corporation | TRIM | — | 1.0% | +0.0% | 5.4 | 17,017 | -500 | 5 | — |
| ☆PG funds › | Procter & Gamble Company | TRIM | — | 1.0% | -0.2% | 5.2 | 35,415 | -4,680 | 5 | — |
| ☆DOV funds › | Dover Corporation | HOLD | — | 0.9% | +0.0% | 4.6 | 20,400 | +0 | 5 | — |
| ☆CUSIP:438516106 funds › | Honeywell International Inc. | TRIM | — | 0.9% | -1.0% | 4.6 | 20,373 | -21,177 | 5 | — |
| ☆MCD funds › | McDonald's Corporation | TRIM | — | 0.9% | -0.2% | 4.5 | 16,616 | -500 | 5 | — |
| ☆ORCL funds › | Oracle Corporation | HOLD | — | 0.8% | -0.0% | 4.4 | 29,900 | +0 | 5 | — |
| ☆DIS funds › | Walt Disney Company | TRIM | — | 0.8% | -0.0% | 4.2 | 43,576 | -450 | 5 | — |
| ☆AXP funds › | American Express Company | TRIM | — | 0.7% | -0.0% | 3.7 | 11,000 | -1,000 | 5 | — |
| ☆GS funds › | Goldman Sachs Group, Inc. | TRIM | — | 0.7% | +0.1% | 3.5 | 3,490 | -150 | 5 | — |
| ☆UNP funds › | Union Pacific Corporation | TRIM | — | 0.6% | +0.0% | 3.0 | 11,140 | -500 | 5 | — |
| ☆KO funds › | Coca-Cola Company | HOLD | — | 0.6% | +0.0% | 2.9 | 35,496 | +0 | 5 | — |
| ☆LHX funds › | L3Harris Technologies, Inc. | HOLD | — | 0.5% | -0.1% | 2.8 | 9,749 | +0 | 5 | — |
| ☆NVS funds › | Novartis AG | HOLD | — | 0.5% | -0.0% | 2.8 | 17,900 | +0 | 5 | — |
| ☆GOOG funds › | Alphabet Inc. Class C | TRIM | — | 0.5% | -0.0% | 2.8 | 7,790 | -1,500 | 5 | — |
| ☆UPS funds › | United Parcel Service, Inc. | HOLD | — | 0.5% | +0.0% | 2.6 | 24,028 | +0 | 5 | — |
| ☆ABT funds › | Abbott Laboratories | TRIM | — | 0.5% | -0.2% | 2.5 | 27,840 | -6,550 | 5 | — |
| ☆NKE funds › | Nike, Inc. | HOLD | — | 0.5% | -0.2% | 2.5 | 60,000 | +0 | 5 | — |
| ☆CL funds › | Colgate-Palmolive Company | TRIM | — | 0.5% | -0.0% | 2.5 | 26,833 | -1,200 | 5 | — |
| ☆COST funds › | Costco Wholesale Corporation | TRIM | — | 0.4% | -0.1% | 2.3 | 2,415 | -450 | 5 | — |
| ☆HHH funds › | Howard Hughes Holdings | HOLD | — | 0.4% | +0.0% | 2.0 | 28,637 | +0 | 5 | — |
| ☆HD funds › | Home Depot, Inc. | TRIM | — | 0.3% | -0.1% | 1.8 | 5,016 | -985 | 5 | — |
| ☆GOOGL funds › | Alphabet Inc. Class A | TRIM | — | 0.3% | -0.0% | 1.6 | 4,420 | -1,500 | 5 | — |
| ☆IVV funds › | iShares Core S&P 500 ETF | HOLD | — | 0.3% | +0.0% | 1.6 | 2,106 | +0 | 5 | — |
| ☆URI funds › | United Rentals, Inc. | HOLD | — | 0.3% | +0.1% | 1.5 | 1,325 | +0 | 5 | — |
| ☆BMY funds › | Bristol-Myers Squibb Company | TRIM | — | 0.3% | -0.0% | 1.5 | 25,438 | -1,000 | 5 | — |
| ☆SPY funds › | SPDR S&P 500 ETF | TRIM | — | 0.3% | +0.0% | 1.4 | 1,922 | -50 | 5 | — |
| ☆BAC funds › | Bank of America Corporation | HOLD | — | 0.3% | +0.0% | 1.4 | 24,580 | +0 | 5 | — |
| ☆MS funds › | Morgan Stanley | TRIM | — | 0.3% | +0.0% | 1.4 | 6,533 | -250 | 5 | — |
| ☆GE funds › | GE Aerospace | TRIM | — | 0.2% | +0.0% | 1.2 | 3,342 | -772 | 5 | — |
| ☆HONA funds › | Honeywell Aerospace Inc. | NEW | — | 0.2% | +0.2% | 1.2 | 5,373 | +5,373 | 1 | — |
| ☆PEP funds › | PepsiCo, Inc. | TRIM | — | 0.2% | -0.3% | 1.1 | 8,263 | -9,950 | 5 | — |
| ☆GEV funds › | GE Vernova Inc. | TRIM | — | 0.2% | +0.0% | 1.1 | 907 | -89 | 5 | — |
| ☆BABA funds › | Alibaba Group Holding Ltd ADS | HOLD | — | 0.2% | -0.1% | 1.0 | 10,100 | +0 | 5 | — |
| ☆CRWD funds › | CrowdStrike Holdings, Inc. | TRIM | — | 0.2% | +0.1% | 1.0 | 1,245 | -25 | 5 | — |
| ☆SYK funds › | Stryker Corporation | HOLD | — | 0.2% | -0.0% | 0.9 | 3,000 | +0 | 5 | — |
| ☆UNH funds › | UnitedHealth Group Incorporated | TRIM | — | 0.2% | +0.0% | 0.9 | 2,230 | -350 | 5 | — |
| ☆CVX funds › | Chevron Corporation | TRIM | — | 0.2% | -0.1% | 0.9 | 5,440 | -1,150 | 5 | — |
| ☆SOLS funds › | Solstice Advanced Materials Inc. | TRIM | — | 0.2% | +0.0% | 0.9 | 10,129 | -200 | 3 | — |
| ☆LOW funds › | Lowe's Companies, Inc. | HOLD | — | 0.2% | -0.0% | 0.8 | 3,800 | +0 | 5 | — |
| ☆JEPI funds › | JPMorgan Equity Premium Income ETF | TRIM | — | 0.2% | -0.0% | 0.8 | 14,251 | -960 | 5 | — |
| ☆PSUS funds › | Pershing Square USA, Ltd. | NEW | — | 0.1% | +0.1% | 0.7 | 20,000 | +20,000 | 1 | — |
| ☆CSCO funds › | Cisco Systems, Inc. | TRIM | — | 0.1% | +0.0% | 0.7 | 6,160 | -1,710 | 5 | — |
| ☆IBM funds › | International Business Machines Corporation | HOLD | — | 0.1% | +0.0% | 0.7 | 2,350 | +0 | 5 | — |
| ☆PCT funds › | PureCycle Technologies, Inc. | HOLD | — | 0.1% | +0.0% | 0.7 | 80,567 | +0 | 5 | — |
| ☆UBER funds › | Uber Technologies Inc | TRIM | — | 0.1% | -0.0% | 0.6 | 8,880 | -160 | 5 | — |
| ☆KMI funds › | Kinder Morgan, Inc. | HOLD | — | 0.1% | -0.0% | 0.6 | 18,616 | +0 | 5 | — |
| ☆AMZN funds › | Amazon.com, Inc. | TRIM | — | 0.1% | +0.0% | 0.6 | 2,410 | -55 | 5 | — |
| ☆JEPQ funds › | JPMorgan NASDAQ Equity Premium Income ETF | TRIM | — | 0.1% | -0.0% | 0.5 | 8,410 | -710 | 5 | — |
| ☆ETN funds › | Eaton Corporation PLC | HOLD | — | 0.1% | +0.0% | 0.5 | 1,200 | +0 | 5 | — |
| ☆V funds › | Visa Inc. | HOLD | — | 0.1% | +0.0% | 0.5 | 1,380 | +0 | 5 | — |
| ☆IJK funds › | iShares S&P Mid-Cap 400 Growth ETF | HOLD | — | 0.1% | +0.0% | 0.3 | 2,800 | +0 | 5 | — |
| ☆MRK funds › | Merck & Co., Inc. | HOLD | — | 0.1% | +0.0% | 0.3 | 2,500 | +0 | 4 | — |
| ☆QQQ funds › | Invesco QQQ Trust | HOLD | — | 0.1% | +0.0% | 0.3 | 383 | +0 | 4 | — |
| ☆PFE funds › | Pfizer Inc. | TRIM | — | 0.1% | -0.0% | 0.3 | 11,650 | -600 | 5 | — |
| ☆APD funds › | Air Products and Chemicals, Inc. | HOLD | — | 0.0% | -0.0% | 0.2 | 746 | +0 | 2 | — |
| ☆VWO funds › | Vanguard Emerging Markets ETF | NEW | — | 0.0% | +0.0% | 0.2 | 3,650 | +3,650 | 1 | — |
| ☆INDA funds › | iShares MSCI India ETF | TRIM | — | 0.0% | -0.0% | 0.2 | 4,210 | -410 | 5 | — |
| ☆SLB funds › | SLB N.V. | HOLD | — | 0.0% | -0.0% | 0.2 | 4,425 | +0 | 2 | — |
| ☆SEG funds › | Seaport Entertainment Group Inc. | NEW | — | 0.0% | +0.0% | 0.2 | 7,584 | +7,584 | 1 | — |
| ☆METV funds › | Metaverse Roundhill Ball ETF | HOLD | — | 0.0% | +0.0% | 0.2 | 10,000 | +0 | 5 | — |
| ☆KVUE funds › | Kenvue Inc. | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -38,249 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 524 | 73 | 0.04 | 77% | 0.330 | 0.829 | — | in |
| 2026Q1 | 504 | 70 | 0.03 | 76% | 0.304 | 0.833 | — | in |
| 2025Q4 | 538 | 69 | 0.03 | 76% | 0.313 | 0.820 | — | in |
| 2025Q3 | 520 | 70 | 0.05 | 75% | 0.299 | 0.786 | — | in |
| 2025Q2 | 459 | 67 | 0.06 | 73% | 0.262 | 0.767 | — | entered |
| 2025Q1 | 471 | 70 | 0.00 | 76% | 0.304 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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