INDEPENDENT INVESTORS INC Diversified Active

CIK: 0001121908 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 15, 2026

Total Value ($000): $538,142 (100.0% shares, 0.0% debt)

Holdings (69)

New Positions (1)

SOLS Solstice Advanced Materials Inc. 0.1%

Value ($000) $514 Shares 10,578 Est. Cost $47.08 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SOLS	Solstice Advanced Materials Inc.	10,578	$514	0.1%	$47.08	0.0%	Common Stock	83443Q103

Increased Positions (3)

AMZN Amazon.com, Inc. 0.1%

Value ($000) $639 (+30.3%) Shares 2,770 (+23.9%) Est. Cost $219.28 Unrealized +4.3%

UBER Uber Technologies Inc 0.1%

Value ($000) $745 (-15.7%) Shares 9,115 (+1.1%) Est. Cost $72.24 Unrealized +24.6%

IVV iShares Core S&P 500 ETF 0.3%

Value ($000) $1,442 (+3.8%) Shares 2,106 (+1.4%) Est. Cost $446.12 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	Amazon.com, Inc.	2,770 (+23.9%)	$639 (+30.3%)	0.1%	$219.28	+4.3%	Common Stock	023135106
UBER	Uber Technologies Inc	9,115 (+1.1%)	$745 (-15.7%)	0.1%	$72.24	+24.6%	Common Stock	90353T100
IVV	iShares Core S&P 500 ETF	2,106 (+1.4%)	$1,442 (+3.8%)	0.3%	$446.12	—	Common Stock	464287200

Exited Positions (2)

TLN Talen Energy Corp 0.0%

Value ($000) $213 Shares 500 Est. Cost $361.29 Unrealized +7.6%

APD Air Products and Chemicals, Inc. 0.0%

Value ($000) $203 Shares 746 Est. Cost $76.72 Unrealized +228.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TLN	Talen Energy Corp	500	$213	0.0%	$361.29	+7.6%	—	87422Q109
APD	Air Products and Chemicals, Inc.	746	$203	0.0%	$76.72	+228.0%	—	009158106

Decreased Positions (2)

PCT PureCycle Technologies, Inc. 0.1%

Value ($000) $695 (-35.9%) Shares 80,867 (-1.9%) Est. Cost $17.17 Unrealized -38.2%

ETN Eaton Corporation PLC 0.1%

Value ($000) $382 (-15.9%) Shares 1,200 (-1.2%) Est. Cost $160.16 Unrealized +121.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PCT	PureCycle Technologies, Inc.	80,867 (-1.9%)	$695 (-35.9%)	0.1%	$17.17	-38.2%	Common Stock	74623V103
ETN	Eaton Corporation PLC	1,200 (-1.2%)	$382 (-15.9%)	0.1%	$160.16	+121.3%	Common Stock	G29183103

Unchanged Positions (63)

AAPL Apple Inc. 55.2%

Value ($000) $297,138 Shares 1,092,983 Est. Cost $83.98 Unrealized +219.5%

ORCL Oracle Corporation 1.1%

Value ($000) $5,828 Shares 29,900 Est. Cost $27.70 Unrealized +759.5%

WAT Waters Corporation 1.8%

Value ($000) $9,937 Shares 26,163 Est. Cost $95.76 Unrealized +284.3%

MSFT Microsoft Corporation 4.9%

Value ($000) $26,261 Shares 54,300 Est. Cost $28.32 Unrealized +1667.4%

JNJ Johnson & Johnson 2.8%

Value ($000) $14,808 Shares 71,552 Est. Cost $59.66 Unrealized +230.2%

AMGN Amgen Inc. 1.8%

Value ($000) $9,705 Shares 29,651 Est. Cost $84.66 Unrealized +273.2%

HON Honeywell International Inc. 1.5%

Value ($000) $8,257 Shares 42,325 Est. Cost $53.35 Unrealized +265.6%

GOOG Alphabet Inc. Class C 0.5%

Value ($000) $2,915 Shares 9,290 Est. Cost $107.11 Unrealized +167.3%

DOV Dover Corporation 0.7%

Value ($000) $4,022 Shares 20,600 Est. Cost $40.24 Unrealized +351.8%

PG Procter & Gamble Company 1.1%

Value ($000) $5,962 Shares 41,603 Est. Cost $55.00 Unrealized +167.6%

XOM Exxon Mobil Corporation 1.4%

Value ($000) $7,443 Shares 61,849 Est. Cost $54.72 Unrealized +111.1%

GOOGL Alphabet Inc. Class A 0.4%

Value ($000) $2,041 Shares 6,520 Est. Cost $106.79 Unrealized +167.4%

AXP American Express Company 0.8%

Value ($000) $4,439 Shares 12,000 Est. Cost $63.39 Unrealized +463.1%

JPM JPMorgan Chase & Co. 3.4%

Value ($000) $18,303 Shares 56,804 Est. Cost $38.91 Unrealized +695.5%

UPS United Parcel Service, Inc. 0.4%

Value ($000) $2,383 Shares 24,028 Est. Cost $55.38 Unrealized +67.5%

HD Home Depot, Inc. 0.4%

Value ($000) $2,142 Shares 6,226 Est. Cost $92.04 Unrealized +296.1%

NKE Nike, Inc. 0.7%

Value ($000) $3,823 Shares 60,000 Est. Cost $43.11 Unrealized +50.6%

ABT Abbott Laboratories 0.8%

Value ($000) $4,371 Shares 34,890 Est. Cost $27.81 Unrealized +357.7%

BABA Alibaba Group Holding Ltd ADS 0.3%

Value ($000) $1,480 Shares 10,100 Est. Cost $232.65 Unrealized —

GS Goldman Sachs Group, Inc. 0.6%

Value ($000) $3,200 Shares 3,640 Est. Cost $126.36 Unrealized +543.7%

BMY Bristol-Myers Squibb Company 0.3%

Value ($000) $1,453 Shares 26,938 Est. Cost $28.67 Unrealized +65.8%

NSC Norfolk Southern Corporation 0.9%

Value ($000) $5,058 Shares 17,517 Est. Cost $57.67 Unrealized +400.4%

URI United Rentals, Inc. 0.2%

Value ($000) $1,072 Shares 1,325 Est. Cost $148.01 Unrealized +485.8%

COST Costco Wholesale Corporation 0.5%

Value ($000) $2,492 Shares 2,890 Est. Cost $309.06 Unrealized +193.1%

NVS Novartis AG 0.5%

Value ($000) $2,468 Shares 17,900 Est. Cost $70.68 Unrealized —

QCOM Qualcomm Inc. 1.1%

Value ($000) $5,866 Shares 34,292 Est. Cost $45.19 Unrealized +277.9%

ABBV AbbVie Inc. 1.9%

Value ($000) $10,322 Shares 45,174 Est. Cost $30.70 Unrealized +641.1%

MS Morgan Stanley 0.2%

Value ($000) $1,240 Shares 6,983 Est. Cost $39.91 Unrealized +317.2%

KO Coca-Cola Company 0.5%

Value ($000) $2,482 Shares 35,496 Est. Cost $27.93 Unrealized +148.4%

LHX L3Harris Technologies, Inc. 0.5%

Value ($000) $2,862 Shares 9,749 Est. Cost $157.20 Unrealized +83.5%

BAC Bank of America Corporation 0.3%

Value ($000) $1,368 Shares 24,880 Est. Cost $16.25 Unrealized +224.1%

EMR Emerson Electric Co. 1.2%

Value ($000) $6,489 Shares 48,896 Est. Cost $40.02 Unrealized +230.7%

CSCO Cisco Systems, Inc. 0.1%

Value ($000) $637 Shares 8,270 Est. Cost $32.75 Unrealized +125.3%

HHH Howard Hughes Holdings 0.4%

Value ($000) $2,308 Shares 28,937 Est. Cost $75.45 Unrealized +9.8%

PEP PepsiCo, Inc. 0.5%

Value ($000) $2,793 Shares 19,463 Est. Cost $56.00 Unrealized +160.6%

UNP Union Pacific Corporation 0.5%

Value ($000) $2,693 Shares 11,640 Est. Cost $65.92 Unrealized +244.8%

SYK Stryker Corporation 0.2%

Value ($000) $1,054 Shares 3,000 Est. Cost $56.92 Unrealized +538.6%

MRK Merck & Co., Inc. 0.0%

Value ($000) $263 Shares 2,500 Est. Cost $81.01 Unrealized +15.1%

UNH UnitedHealth Group Incorporated 0.2%

Value ($000) $939 Shares 2,845 Est. Cost $288.41 Unrealized +16.9%

KVUE Kenvue Inc. 0.1%

Value ($000) $677 Shares 39,219 Est. Cost $21.04 Unrealized -22.7%

GEV GE Vernova Inc. 0.1%

Value ($000) $671 Shares 1,027 Est. Cost $191.56 Unrealized +217.9%

BA Boeing Company 1.2%

Value ($000) $6,591 Shares 30,357 Est. Cost $94.95 Unrealized +116.6%

LOW Lowe's Companies, Inc. 0.2%

Value ($000) $916 Shares 3,800 Est. Cost $33.76 Unrealized +610.4%

CL Colgate-Palmolive Company 0.4%

Value ($000) $2,215 Shares 28,033 Est. Cost $44.38 Unrealized +76.4%

DIS Walt Disney Company 1.0%

Value ($000) $5,165 Shares 45,401 Est. Cost $62.65 Unrealized +74.8%

IBM International Business Machines Corporation 0.1%

Value ($000) $696 Shares 2,350 Est. Cost $117.96 Unrealized +153.3%

SPY SPDR S&P 500 ETF 0.2%

Value ($000) $1,345 Shares 1,972 Est. Cost $408.95 Unrealized —

MCD McDonald's Corporation 1.0%

Value ($000) $5,407 Shares 17,691 Est. Cost $73.02 Unrealized +317.8%

GE GE Aerospace 0.2%

Value ($000) $1,306 Shares 4,239 Est. Cost $61.56 Unrealized +388.6%

CRWD CrowdStrike Holdings, Inc. 0.1%

Value ($000) $619 Shares 1,320 Est. Cost $257.54 Unrealized +97.7%

BLK BlackRock, Inc. 0.0%

Value ($000) $241 Shares 225 Est. Cost $991.05 Unrealized +9.9%

CVX Chevron Corporation 0.2%

Value ($000) $1,042 Shares 6,840 Est. Cost $88.58 Unrealized +70.9%

METV Metaverse Roundhill Ball ETF 0.0%

Value ($000) $188 Shares 10,000 Est. Cost $15.20 Unrealized —

KMI Kinder Morgan, Inc. 0.1%

Value ($000) $525 Shares 19,116 Est. Cost $13.73 Unrealized +96.0%

NVDA NVIDIA Corporation 1.3%

Value ($000) $7,192 Shares 38,565 Est. Cost $115.94 Unrealized +60.5%

V Visa Inc. 0.1%

Value ($000) $484 Shares 1,380 Est. Cost $173.59 Unrealized +96.1%

INDA iShares MSCI India ETF 0.1%

Value ($000) $304 Shares 5,620 Est. Cost $54.92 Unrealized —

JEPQ JPMorgan NASDAQ Equity Premium Income ETF 0.1%

Value ($000) $530 Shares 9,120 Est. Cost $54.32 Unrealized —

PFE Pfizer Inc. 0.1%

Value ($000) $305 Shares 12,250 Est. Cost $16.81 Unrealized +49.0%

QQQ Invesco QQQ Trust 0.0%

Value ($000) $235 Shares 383 Est. Cost $600.37 Unrealized —

IJK iShares S&P Mid-Cap 400 Growth ETF 0.1%

Value ($000) $271 Shares 2,800 Est. Cost $71.51 Unrealized —

JEPI JPMorgan Equity Premium Income ETF 0.2%

Value ($000) $871 Shares 15,211 Est. Cost $54.75 Unrealized —

BRK/B Berkshire Hathaway Inc. Class B 1.4%

Value ($000) $7,609 Shares 15,137 Est. Cost $136.04 Unrealized +265.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple Inc.	1,092,983	$297,138	55.2%	$83.98	+219.5%	Common Stock	037833100
ORCL	Oracle Corporation	29,900	$5,828	1.1%	$27.70	+759.5%	Common Stock	68389X105
WAT	Waters Corporation	26,163	$9,937	1.8%	$95.76	+284.3%	Common Stock	941848103
MSFT	Microsoft Corporation	54,300	$26,261	4.9%	$28.32	+1667.4%	Common Stock	594918104
JNJ	Johnson & Johnson	71,552	$14,808	2.8%	$59.66	+230.2%	Common Stock	478160104
AMGN	Amgen Inc.	29,651	$9,705	1.8%	$84.66	+273.2%	Common Stock	031162100
HON	Honeywell International Inc.	42,325	$8,257	1.5%	$53.35	+265.6%	Common Stock	438516106
GOOG	Alphabet Inc. Class C	9,290	$2,915	0.5%	$107.11	+167.3%	Common Stock	02079K107
DOV	Dover Corporation	20,600	$4,022	0.7%	$40.24	+351.8%	Common Stock	260003108
PG	Procter & Gamble Company	41,603	$5,962	1.1%	$55.00	+167.6%	Common Stock	742718109
XOM	Exxon Mobil Corporation	61,849	$7,443	1.4%	$54.72	+111.1%	Common Stock	30231G102
GOOGL	Alphabet Inc. Class A	6,520	$2,041	0.4%	$106.79	+167.4%	Common Stock	02079K305
AXP	American Express Company	12,000	$4,439	0.8%	$63.39	+463.1%	Common Stock	025816109
JPM	JPMorgan Chase & Co.	56,804	$18,303	3.4%	$38.91	+695.5%	Common Stock	46625H100
UPS	United Parcel Service, Inc.	24,028	$2,383	0.4%	$55.38	+67.5%	Common Stock	911312106
HD	Home Depot, Inc.	6,226	$2,142	0.4%	$92.04	+296.1%	Common Stock	437076102
NKE	Nike, Inc.	60,000	$3,823	0.7%	$43.11	+50.6%	Common Stock	654106103
ABT	Abbott Laboratories	34,890	$4,371	0.8%	$27.81	+357.7%	Common Stock	002824100
BABA	Alibaba Group Holding Ltd ADS	10,100	$1,480	0.3%	$232.65	—	Common Stock	01609W102
GS	Goldman Sachs Group, Inc.	3,640	$3,200	0.6%	$126.36	+543.7%	Common Stock	38141G104
BMY	Bristol-Myers Squibb Company	26,938	$1,453	0.3%	$28.67	+65.8%	Common Stock	110122108
NSC	Norfolk Southern Corporation	17,517	$5,058	0.9%	$57.67	+400.4%	Common Stock	655844108
URI	United Rentals, Inc.	1,325	$1,072	0.2%	$148.01	+485.8%	Common Stock	911363109
COST	Costco Wholesale Corporation	2,890	$2,492	0.5%	$309.06	+193.1%	Common Stock	22160K105
NVS	Novartis AG	17,900	$2,468	0.5%	$70.68	—	Common Stock	66987V109
QCOM	Qualcomm Inc.	34,292	$5,866	1.1%	$45.19	+277.9%	Common Stock	747525103
ABBV	AbbVie Inc.	45,174	$10,322	1.9%	$30.70	+641.1%	Common Stock	00287Y109
MS	Morgan Stanley	6,983	$1,240	0.2%	$39.91	+317.2%	Common Stock	617446448
KO	Coca-Cola Company	35,496	$2,482	0.5%	$27.93	+148.4%	Common Stock	191216100
LHX	L3Harris Technologies, Inc.	9,749	$2,862	0.5%	$157.20	+83.5%	Common Stock	502431109
BAC	Bank of America Corporation	24,880	$1,368	0.3%	$16.25	+224.1%	Common Stock	060505104
EMR	Emerson Electric Co.	48,896	$6,489	1.2%	$40.02	+230.7%	Common Stock	291011104
CSCO	Cisco Systems, Inc.	8,270	$637	0.1%	$32.75	+125.3%	Common Stock	17275R102
HHH	Howard Hughes Holdings	28,937	$2,308	0.4%	$75.45	+9.8%	Common Stock	44267T102
PEP	PepsiCo, Inc.	19,463	$2,793	0.5%	$56.00	+160.6%	Common Stock	713448108
UNP	Union Pacific Corporation	11,640	$2,693	0.5%	$65.92	+244.8%	Common Stock	907818108
SYK	Stryker Corporation	3,000	$1,054	0.2%	$56.92	+538.6%	Common Stock	863667101
MRK	Merck & Co., Inc.	2,500	$263	0.0%	$81.01	+15.1%	Common Stock	58933Y105
UNH	UnitedHealth Group Incorporated	2,845	$939	0.2%	$288.41	+16.9%	Common Stock	91324P102
KVUE	Kenvue Inc.	39,219	$677	0.1%	$21.04	-22.7%	Common Stock	49177J102
GEV	GE Vernova Inc.	1,027	$671	0.1%	$191.56	+217.9%	Common Stock	36828A101
BA	Boeing Company	30,357	$6,591	1.2%	$94.95	+116.6%	Common Stock	097023105
LOW	Lowe's Companies, Inc.	3,800	$916	0.2%	$33.76	+610.4%	Common Stock	548661107
CL	Colgate-Palmolive Company	28,033	$2,215	0.4%	$44.38	+76.4%	Common Stock	194162103
DIS	Walt Disney Company	45,401	$5,165	1.0%	$62.65	+74.8%	Common Stock	254687106
IBM	International Business Machines Corporation	2,350	$696	0.1%	$117.96	+153.3%	Common Stock	459200101
SPY	SPDR S&P 500 ETF	1,972	$1,345	0.2%	$408.95	—	Common Stock	78462F103
MCD	McDonald's Corporation	17,691	$5,407	1.0%	$73.02	+317.8%	Common Stock	580135101
GE	GE Aerospace	4,239	$1,306	0.2%	$61.56	+388.6%	Common Stock	369604301
CRWD	CrowdStrike Holdings, Inc.	1,320	$619	0.1%	$257.54	+97.7%	Common Stock	22788C105
BLK	BlackRock, Inc.	225	$241	0.0%	$991.05	+9.9%	Common Stock	09290D101
CVX	Chevron Corporation	6,840	$1,042	0.2%	$88.58	+70.9%	Common Stock	166764100
METV	Metaverse Roundhill Ball ETF	10,000	$188	0.0%	$15.20	—	Common Stock	53656F417
KMI	Kinder Morgan, Inc.	19,116	$525	0.1%	$13.73	+96.0%	Common Stock	49456B101
NVDA	NVIDIA Corporation	38,565	$7,192	1.3%	$115.94	+60.5%	Common Stock	67066G104
V	Visa Inc.	1,380	$484	0.1%	$173.59	+96.1%	Common Stock	92826C839
INDA	iShares MSCI India ETF	5,620	$304	0.1%	$54.92	—	Common Stock	46429B598
JEPQ	JPMorgan NASDAQ Equity Premium Income ETF	9,120	$530	0.1%	$54.32	—	Common Stock	46654Q203
PFE	Pfizer Inc.	12,250	$305	0.1%	$16.81	+49.0%	Common Stock	717081103
QQQ	Invesco QQQ Trust	383	$235	0.0%	$600.37	—	Common Stock	46090E103
IJK	iShares S&P Mid-Cap 400 Growth ETF	2,800	$271	0.1%	$71.51	—	Common Stock	464287606
JEPI	JPMorgan Equity Premium Income ETF	15,211	$871	0.2%	$54.75	—	Common Stock	46641Q332
BRK/B	Berkshire Hathaway Inc. Class B	15,137	$7,609	1.4%	$136.04	+265.7%	Common Stock	084670702