INDEPENDENT INVESTORS INC Diversified Active

Name: INDEPENDENT INVESTORS INC Q2 2026 13F Filing | 13F Explorer
Creator: INDEPENDENT INVESTORS INC
Published: 2026-07-16

Location: Nesconset, NY

CIK: 0001121908 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 16, 2026

Total Value: $524M (100.0% shares, 0.0% debt)

Holdings (73)

New Positions (4)

HONA Honeywell Aerospace Inc. 0.2%

Value $1.188M Shares 5,373 Est. Cost $221.08 Unrealized —

PSUS Pershing Square USA, Ltd. 0.1%

Value $748K Shares 20,000 Est. Cost $37.38 Unrealized —

VWO Vanguard Emerging Markets ETF 0.0%

Value $218K Shares 3,650 Est. Cost $59.69 Unrealized —

SEG Seaport Entertainment Group Inc. 0.0%

Value $202K Shares 7,584 Est. Cost $26.60 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HONA	Honeywell Aerospace Inc.	5,373	$1.188M	0.2%	$221.08	—	Common Stock	43849R105
PSUS	Pershing Square USA, Ltd.	20,000	$748K	0.1%	$37.38	—	Common Stock	71531T105
VWO	Vanguard Emerging Markets ETF	3,650	$218K	0.0%	$59.69	—	Common Stock	922042858
SEG	Seaport Entertainment Group Inc.	7,584	$202K	0.0%	$26.60	—	Common Stock	812215200

Exited Positions (1)

KVUE Kenvue Inc. 0.1%

Value $659K Shares 38,249 Est. Cost $21.04 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
KVUE	Kenvue Inc.	38,249	$659K	0.1%	$21.04	—	—	49177J102

Decreased Positions (42)

AAPL Apple Inc. 56.8%

Value $297M (+8.4%) Shares 1,027,983 (-4.9%) Est. Cost $83.98 Unrealized —

HON Honeywell International Inc. 0.9%

Value $4.562M (-51.4%) Shares 20,373 (-51.0%) Est. Cost $53.35 Unrealized —

XOM Exxon Mobil Corporation 1.5%

Value $8.018M (-22.6%) Shares 58,649 (-3.9%) Est. Cost $54.72 Unrealized —

QCOM Qualcomm Inc. 1.2%

Value $6.207M (+40.6%) Shares 33,592 (-2.0%) Est. Cost $45.19 Unrealized —

PEP PepsiCo, Inc. 0.2%

Value $1.119M (-60.4%) Shares 8,263 (-54.6%) Est. Cost $56.00 Unrealized —

JPM JPMorgan Chase & Co. 3.4%

Value $17.74M (+8.1%) Shares 54,204 (-2.9%) Est. Cost $38.91 Unrealized —

ABT Abbott Laboratories 0.5%

Value $2.526M (-28.5%) Shares 27,840 (-19.0%) Est. Cost $27.81 Unrealized —

BRK/B Berkshire Hathaway Inc. Class B 1.2%

Value $6.293M (-11.8%) Shares 12,577 (-15.5%) Est. Cost $136.04 Unrealized —

MCD McDonald's Corporation 0.9%

Value $4.491M (-15.6%) Shares 16,616 (-2.9%) Est. Cost $73.02 Unrealized —

MSFT Microsoft Corporation 3.7%

Value $19.42M (-3.4%) Shares 52,050 (-4.1%) Est. Cost $28.32 Unrealized —

PG Procter & Gamble Company 1.0%

Value $5.193M (-10.3%) Shares 35,415 (-11.7%) Est. Cost $55.00 Unrealized —

COST Costco Wholesale Corporation 0.4%

Value $2.259M (-20.9%) Shares 2,415 (-15.7%) Est. Cost $309.06 Unrealized —

JNJ Johnson & Johnson 3.4%

Value $17.87M (+2.7%) Shares 70,356 (-1.1%) Est. Cost $59.66 Unrealized —

CVX Chevron Corporation 0.2%

Value $902K (-33.9%) Shares 5,440 (-17.5%) Est. Cost $88.58 Unrealized —

CRWD CrowdStrike Holdings, Inc. 0.2%

Value $950K (+91.6%) Shares 1,245 (-2.0%) Est. Cost $257.54 Unrealized —

GS Goldman Sachs Group, Inc. 0.7%

Value $3.53M (+14.6%) Shares 3,490 (-4.1%) Est. Cost $126.36 Unrealized —

ABBV AbbVie Inc. 1.9%

Value $10.13M (+4.3%) Shares 40,274 (-9.8%) Est. Cost $30.70 Unrealized —

BA Boeing Company 1.2%

Value $6.377M (+5.5%) Shares 29,457 (-3.0%) Est. Cost $94.95 Unrealized —

NSC Norfolk Southern Corporation 1.0%

Value $5.353M (+6.5%) Shares 17,017 (-2.9%) Est. Cost $57.67 Unrealized —

MS Morgan Stanley 0.3%

Value $1.366M (+22.3%) Shares 6,533 (-3.7%) Est. Cost $39.91 Unrealized —

UNH UnitedHealth Group Incorporated 0.2%

Value $927K (+32.8%) Shares 2,230 (-13.6%) Est. Cost $288.41 Unrealized —

UNP Union Pacific Corporation 0.6%

Value $3.03M (+7.3%) Shares 11,140 (-4.3%) Est. Cost $65.92 Unrealized —

HD Home Depot, Inc. 0.3%

Value $1.769M (-10.4%) Shares 5,016 (-16.4%) Est. Cost $92.04 Unrealized —

GEV GE Vernova Inc. 0.2%

Value $1.066M (+22.6%) Shares 907 (-8.9%) Est. Cost $191.56 Unrealized —

AMGN Amgen Inc. 2.0%

Value $10.57M (+1.9%) Shares 29,176 (-1.0%) Est. Cost $84.66 Unrealized —

SPY SPDR S&P 500 ETF 0.3%

Value $1.435M (+11.9%) Shares 1,922 (-2.5%) Est. Cost $408.95 Unrealized —

BMY Bristol-Myers Squibb Company 0.3%

Value $1.466M (-8.6%) Shares 25,438 (-3.8%) Est. Cost $28.67 Unrealized —

GOOGL Alphabet Inc. Class A 0.3%

Value $1.58M (-7.2%) Shares 4,420 (-25.3%) Est. Cost $106.79 Unrealized —

CSCO Cisco Systems, Inc. 0.1%

Value $724K (+18.5%) Shares 6,160 (-21.7%) Est. Cost $32.75 Unrealized —

SOLS Solstice Advanced Materials Inc. 0.2%

Value $897K (+14.1%) Shares 10,129 (-1.9%) Est. Cost $47.08 Unrealized —

AXP American Express Company 0.7%

Value $3.721M (+2.5%) Shares 11,000 (-8.3%) Est. Cost $63.39 Unrealized —

GOOG Alphabet Inc. Class C 0.5%

Value $2.752M (+3.3%) Shares 7,790 (-16.1%) Est. Cost $107.11 Unrealized —

GE GE Aerospace 0.2%

Value $1.249M (+7.0%) Shares 3,342 (-18.8%) Est. Cost $61.56 Unrealized —

CL Colgate-Palmolive Company 0.5%

Value $2.46M (+3.0%) Shares 26,833 (-4.3%) Est. Cost $44.38 Unrealized —

PFE Pfizer Inc. 0.1%

Value $281K (-18.4%) Shares 11,650 (-4.9%) Est. Cost $16.81 Unrealized —

AMZN Amazon.com, Inc. 0.1%

Value $574K (+11.9%) Shares 2,410 (-2.2%) Est. Cost $219.28 Unrealized —

JEPI JPMorgan Equity Premium Income ETF 0.2%

Value $805K (-6.6%) Shares 14,251 (-6.3%) Est. Cost $54.75 Unrealized —

DIS Walt Disney Company 0.8%

Value $4.194M (-1.2%) Shares 43,576 (-1.0%) Est. Cost $62.65 Unrealized —

WAT Waters Corporation 1.5%

Value $7.749M (-0.5%) Shares 20,663 (-21.0%) Est. Cost $95.76 Unrealized —

JEPQ JPMorgan NASDAQ Equity Premium Income ETF 0.1%

Value $517K (+2.1%) Shares 8,410 (-7.8%) Est. Cost $54.32 Unrealized —

UBER Uber Technologies Inc 0.1%

Value $641K (-1.5%) Shares 8,880 (-1.8%) Est. Cost $72.24 Unrealized —

INDA iShares MSCI India ETF 0.0%

Value $208K (-3.9%) Shares 4,210 (-8.9%) Est. Cost $54.92 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple Inc.	1,027,983 (-4.9%)	$297M (+8.4%)	56.8%	$83.98	—	Common Stock	037833100
HON	Honeywell International Inc.	20,373 (-51.0%)	$4.562M (-51.4%)	0.9%	$53.35	—	Common Stock	438516106
XOM	Exxon Mobil Corporation	58,649 (-3.9%)	$8.018M (-22.6%)	1.5%	$54.72	—	Common Stock	30231G102
QCOM	Qualcomm Inc.	33,592 (-2.0%)	$6.207M (+40.6%)	1.2%	$45.19	—	Common Stock	747525103
PEP	PepsiCo, Inc.	8,263 (-54.6%)	$1.119M (-60.4%)	0.2%	$56.00	—	Common Stock	713448108
JPM	JPMorgan Chase & Co.	54,204 (-2.9%)	$17.74M (+8.1%)	3.4%	$38.91	—	Common Stock	46625H100
ABT	Abbott Laboratories	27,840 (-19.0%)	$2.526M (-28.5%)	0.5%	$27.81	—	Common Stock	002824100
BRK/B	Berkshire Hathaway Inc. Class B	12,577 (-15.5%)	$6.293M (-11.8%)	1.2%	$136.04	—	Common Stock	084670702
MCD	McDonald's Corporation	16,616 (-2.9%)	$4.491M (-15.6%)	0.9%	$73.02	—	Common Stock	580135101
MSFT	Microsoft Corporation	52,050 (-4.1%)	$19.42M (-3.4%)	3.7%	$28.32	—	Common Stock	594918104
PG	Procter & Gamble Company	35,415 (-11.7%)	$5.193M (-10.3%)	1.0%	$55.00	—	Common Stock	742718109
COST	Costco Wholesale Corporation	2,415 (-15.7%)	$2.259M (-20.9%)	0.4%	$309.06	—	Common Stock	22160K105
JNJ	Johnson & Johnson	70,356 (-1.1%)	$17.87M (+2.7%)	3.4%	$59.66	—	Common Stock	478160104
CVX	Chevron Corporation	5,440 (-17.5%)	$902K (-33.9%)	0.2%	$88.58	—	Common Stock	166764100
CRWD	CrowdStrike Holdings, Inc.	1,245 (-2.0%)	$950K (+91.6%)	0.2%	$257.54	—	Common Stock	22788C105
GS	Goldman Sachs Group, Inc.	3,490 (-4.1%)	$3.53M (+14.6%)	0.7%	$126.36	—	Common Stock	38141G104
ABBV	AbbVie Inc.	40,274 (-9.8%)	$10.13M (+4.3%)	1.9%	$30.70	—	Common Stock	00287Y109
BA	Boeing Company	29,457 (-3.0%)	$6.377M (+5.5%)	1.2%	$94.95	—	Common Stock	097023105
NSC	Norfolk Southern Corporation	17,017 (-2.9%)	$5.353M (+6.5%)	1.0%	$57.67	—	Common Stock	655844108
MS	Morgan Stanley	6,533 (-3.7%)	$1.366M (+22.3%)	0.3%	$39.91	—	Common Stock	617446448
UNH	UnitedHealth Group Incorporated	2,230 (-13.6%)	$927K (+32.8%)	0.2%	$288.41	—	Common Stock	91324P102
UNP	Union Pacific Corporation	11,140 (-4.3%)	$3.03M (+7.3%)	0.6%	$65.92	—	Common Stock	907818108
HD	Home Depot, Inc.	5,016 (-16.4%)	$1.769M (-10.4%)	0.3%	$92.04	—	Common Stock	437076102
GEV	GE Vernova Inc.	907 (-8.9%)	$1.066M (+22.6%)	0.2%	$191.56	—	Common Stock	36828A101
AMGN	Amgen Inc.	29,176 (-1.0%)	$10.57M (+1.9%)	2.0%	$84.66	—	Common Stock	031162100
SPY	SPDR S&P 500 ETF	1,922 (-2.5%)	$1.435M (+11.9%)	0.3%	$408.95	—	Common Stock	78462F103
BMY	Bristol-Myers Squibb Company	25,438 (-3.8%)	$1.466M (-8.6%)	0.3%	$28.67	—	Common Stock	110122108
GOOGL	Alphabet Inc. Class A	4,420 (-25.3%)	$1.58M (-7.2%)	0.3%	$106.79	—	Common Stock	02079K305
CSCO	Cisco Systems, Inc.	6,160 (-21.7%)	$724K (+18.5%)	0.1%	$32.75	—	Common Stock	17275R102
SOLS	Solstice Advanced Materials Inc.	10,129 (-1.9%)	$897K (+14.1%)	0.2%	$47.08	—	Common Stock	83443Q103
AXP	American Express Company	11,000 (-8.3%)	$3.721M (+2.5%)	0.7%	$63.39	—	Common Stock	025816109
GOOG	Alphabet Inc. Class C	7,790 (-16.1%)	$2.752M (+3.3%)	0.5%	$107.11	—	Common Stock	02079K107
GE	GE Aerospace	3,342 (-18.8%)	$1.249M (+7.0%)	0.2%	$61.56	—	Common Stock	369604301
CL	Colgate-Palmolive Company	26,833 (-4.3%)	$2.46M (+3.0%)	0.5%	$44.38	—	Common Stock	194162103
PFE	Pfizer Inc.	11,650 (-4.9%)	$281K (-18.4%)	0.1%	$16.81	—	Common Stock	717081103
AMZN	Amazon.com, Inc.	2,410 (-2.2%)	$574K (+11.9%)	0.1%	$219.28	—	Common Stock	023135106
JEPI	JPMorgan Equity Premium Income ETF	14,251 (-6.3%)	$805K (-6.6%)	0.2%	$54.75	—	Common Stock	46641Q332
DIS	Walt Disney Company	43,576 (-1.0%)	$4.194M (-1.2%)	0.8%	$62.65	—	Common Stock	254687106
WAT	Waters Corporation	20,663 (-21.0%)	$7.749M (-0.5%)	1.5%	$95.76	—	Common Stock	941848103
JEPQ	JPMorgan NASDAQ Equity Premium Income ETF	8,410 (-7.8%)	$517K (+2.1%)	0.1%	$54.32	—	Common Stock	46654Q203
UBER	Uber Technologies Inc	8,880 (-1.8%)	$641K (-1.5%)	0.1%	$72.24	—	Common Stock	90353T100
INDA	iShares MSCI India ETF	4,210 (-8.9%)	$208K (-3.9%)	0.0%	$54.92	—	Common Stock	46429B598

Unchanged Positions (27)

NVDA NVIDIA Corporation 1.5%

Value $7.655M Shares 38,260 Est. Cost $115.94 Unrealized —

NKE Nike, Inc. 0.5%

Value $2.463M Shares 60,000 Est. Cost $43.11 Unrealized —

EMR Emerson Electric Co. 1.3%

Value $6.999M Shares 48,896 Est. Cost $40.02 Unrealized —

URI United Rentals, Inc. 0.3%

Value $1.501M Shares 1,325 Est. Cost $148.01 Unrealized —

LHX L3Harris Technologies, Inc. 0.5%

Value $2.833M Shares 9,749 Est. Cost $157.20 Unrealized —

DOV Dover Corporation 0.9%

Value $4.575M Shares 20,400 Est. Cost $40.24 Unrealized —

BABA Alibaba Group Holding Ltd ADS 0.2%

Value $969K Shares 10,100 Est. Cost $232.65 Unrealized —

HHH Howard Hughes Holdings 0.4%

Value $2.047M Shares 28,637 Est. Cost $75.45 Unrealized —

PCT PureCycle Technologies, Inc. 0.1%

Value $653K Shares 80,567 Est. Cost $17.17 Unrealized —

UPS United Parcel Service, Inc. 0.5%

Value $2.583M Shares 24,028 Est. Cost $55.38 Unrealized —

BAC Bank of America Corporation 0.3%

Value $1.401M Shares 24,580 Est. Cost $16.25 Unrealized —

IVV iShares Core S&P 500 ETF 0.3%

Value $1.577M Shares 2,106 Est. Cost $446.12 Unrealized —

KO Coca-Cola Company 0.6%

Value $2.885M Shares 35,496 Est. Cost $27.93 Unrealized —

IBM International Business Machines Corporation 0.1%

Value $661K Shares 2,350 Est. Cost $117.96 Unrealized —

ETN Eaton Corporation PLC 0.1%

Value $511K Shares 1,200 Est. Cost $160.16 Unrealized —

NVS Novartis AG 0.5%

Value $2.805M Shares 17,900 Est. Cost $70.68 Unrealized —

QQQ Invesco QQQ Trust 0.1%

Value $282K Shares 383 Est. Cost $600.37 Unrealized —

LOW Lowe's Companies, Inc. 0.2%

Value $838K Shares 3,800 Est. Cost $33.76 Unrealized —

V Visa Inc. 0.1%

Value $473K Shares 1,380 Est. Cost $173.59 Unrealized —

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

Value $329K Shares 2,800 Est. Cost $71.51 Unrealized —

SYK Stryker Corporation 0.2%

Value $945K Shares 3,000 Est. Cost $56.92 Unrealized —

KMI Kinder Morgan, Inc. 0.1%

Value $595K Shares 18,616 Est. Cost $13.73 Unrealized —

METV Metaverse Roundhill Ball ETF 0.0%

Value $185K Shares 10,000 Est. Cost $15.20 Unrealized —

SLB SLB N.V. 0.0%

Value $206K Shares 4,425 Est. Cost $48.30 Unrealized —

MRK Merck & Co., Inc. 0.1%

Value $321K Shares 2,500 Est. Cost $81.01 Unrealized —

ORCL Oracle Corporation 0.8%

Value $4.382M Shares 29,900 Est. Cost $27.70 Unrealized —

APD Air Products and Chemicals, Inc. 0.0%

Value $219K Shares 746 Est. Cost $271.49 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA Corporation	38,260	$7.655M	1.5%	$115.94	—	Common Stock	67066G104
NKE	Nike, Inc.	60,000	$2.463M	0.5%	$43.11	—	Common Stock	654106103
EMR	Emerson Electric Co.	48,896	$6.999M	1.3%	$40.02	—	Common Stock	291011104
URI	United Rentals, Inc.	1,325	$1.501M	0.3%	$148.01	—	Common Stock	911363109
LHX	L3Harris Technologies, Inc.	9,749	$2.833M	0.5%	$157.20	—	Common Stock	502431109
DOV	Dover Corporation	20,400	$4.575M	0.9%	$40.24	—	Common Stock	260003108
BABA	Alibaba Group Holding Ltd ADS	10,100	$969K	0.2%	$232.65	—	Common Stock	01609W102
HHH	Howard Hughes Holdings	28,637	$2.047M	0.4%	$75.45	—	Common Stock	44267T102
PCT	PureCycle Technologies, Inc.	80,567	$653K	0.1%	$17.17	—	Common Stock	74623V103
UPS	United Parcel Service, Inc.	24,028	$2.583M	0.5%	$55.38	—	Common Stock	911312106
BAC	Bank of America Corporation	24,580	$1.401M	0.3%	$16.25	—	Common Stock	060505104
IVV	iShares Core S&P 500 ETF	2,106	$1.577M	0.3%	$446.12	—	Common Stock	464287200
KO	Coca-Cola Company	35,496	$2.885M	0.6%	$27.93	—	Common Stock	191216100
IBM	International Business Machines Corporation	2,350	$661K	0.1%	$117.96	—	Common Stock	459200101
ETN	Eaton Corporation PLC	1,200	$511K	0.1%	$160.16	—	Common Stock	G29183103
NVS	Novartis AG	17,900	$2.805M	0.5%	$70.68	—	Common Stock	66987V109
QQQ	Invesco QQQ Trust	383	$282K	0.1%	$600.37	—	Common Stock	46090E103
LOW	Lowe's Companies, Inc.	3,800	$838K	0.2%	$33.76	—	Common Stock	548661107
V	Visa Inc.	1,380	$473K	0.1%	$173.59	—	Common Stock	92826C839
IJK	iShares S&P Mid-Cap 400 Growth ETF	2,800	$329K	0.1%	$71.51	—	Common Stock	464287606
SYK	Stryker Corporation	3,000	$945K	0.2%	$56.92	—	Common Stock	863667101
KMI	Kinder Morgan, Inc.	18,616	$595K	0.1%	$13.73	—	Common Stock	49456B101
METV	Metaverse Roundhill Ball ETF	10,000	$185K	0.0%	$15.20	—	Common Stock	53656F417
SLB	SLB N.V.	4,425	$206K	0.0%	$48.30	—	Common Stock	806857108
MRK	Merck & Co., Inc.	2,500	$321K	0.1%	$81.01	—	Common Stock	58933Y105
ORCL	Oracle Corporation	29,900	$4.382M	0.8%	$27.70	—	Common Stock	68389X105
APD	Air Products and Chemicals, Inc.	746	$219K	0.0%	$271.49	—	Common Stock	009158106