Independent-Investors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "APD",
  "BABA",
  "GOOGL",
  "AXP",
  "BLK",
  "LOW",
  "HHH",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "EMR",
  null,
  "KMI",
  "LHX",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  "NVS",
  "ORCL",
  "PEP",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  "MRK",
  "AMGN",
  "KVUE",
  "SLB",
  "IBM",
  "SYK",
  "UBER",
  "UPS",
  "PCT",
  null,
  "DOV",
  "AMZN",
  null,
  "V",
  "WAT",
  "NSC",
  null,
  "GEV",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "CSCO",
  "KO",
  "CL",
  "COST",
  "CRWD",
  "NKE",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 70
Total Value: 471254283
Accession Number: 0001104659-25-043210
Form Type: 13F-HR
CIK: independent-investors
Manager Name: Independent-Investors

Data Enrichment

94% identified

66 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

70 positions • $471.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 4

Sort by:

Apple Inc.

AAPL|037833100

Shares:1.2M

Value:$256.7M

% of Portfolio:54.5% ($256.7M/$471.3M)

MICROSOFT CORP

MSFT|594918104

Shares:54.5K

Value:$20.5M

% of Portfolio:4.3% ($20.5M/$471.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:56.9K

Value:$14.0M

% of Portfolio:3.0% ($14.0M/$471.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:71.8K

Value:$11.9M

% of Portfolio:2.5% ($11.9M/$471.3M)

WATERS CORP /DE/

WAT|941848103

Shares:31.8K

Value:$11.7M

% of Portfolio:2.5% ($11.7M/$471.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:45.4K

Value:$9.5M

% of Portfolio:2.0% ($9.5M/$471.3M)

AMGEN INC

AMGN|031162100

Shares:29.8K

Value:$9.3M

% of Portfolio:2.0% ($9.3M/$471.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:53.6K

Value:$9.1M

% of Portfolio:1.9% ($9.1M/$471.3M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:42.3K

Value:$9.0M

% of Portfolio:1.9% ($9.0M/$471.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:15.1K

Value:$8.1M

% of Portfolio:1.7% ($8.1M/$471.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:62.0K

Value:$7.4M

% of Portfolio:1.6% ($7.4M/$471.3M)

MCDONALDS CORP

MCD|580135101

Shares:18.0K

Value:$5.6M

% of Portfolio:1.2% ($5.6M/$471.3M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:49.0K

Value:$5.4M

% of Portfolio:1.1% ($5.4M/$471.3M)

QUALCOMM INC/DE

QCOM|747525103

Shares:34.5K

Value:$5.3M

% of Portfolio:1.1% ($5.3M/$471.3M)

BOEING CO

BA|097023105

Shares:30.6K

Value:$5.2M

% of Portfolio:1.1% ($5.2M/$471.3M)

ABBOTT LABORATORIES

ABT|002824100

Shares:36.0K

Value:$4.8M

% of Portfolio:1.0% ($4.8M/$471.3M)

Walt Disney Co

DIS|254687106

Shares:45.4K

Value:$4.5M

% of Portfolio:1.0% ($4.5M/$471.3M)

ORACLE CORP

ORCL|68389X105

Shares:29.9K

Value:$4.2M

% of Portfolio:0.9% ($4.2M/$471.3M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:17.6K

Value:$4.2M

% of Portfolio:0.9% ($4.2M/$471.3M)

NIKE, Inc.

NKE|654106103

Shares:60.0K

Value:$3.8M

% of Portfolio:0.8% ($3.8M/$471.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	1.2M	QoQ -1.55% (-18.2K) YoY -6.03% (-74.2K)	All Managers (Combined)	$256.7M	54.5% ($256.7M/$471.3M)	QoQ -12.67% (-$37.3M) YoY +21.71% (-$45.8M)
MICROSOFT CORP(MSFTcusip594918104)	54.5K	QoQ 0.00% (-5) YoY -0.19% (-105)	All Managers (Combined)	$20.5M	4.3% ($20.5M/$471.3M)	QoQ -10.94% (-$2.5M) YoY -10.94% (-$2.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	56.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.0M	3.0% ($14.0M/$471.3M)	QoQ +2.33% (+$318.3K) YoY +22.46% (+$2.6M)
JOHNSON & JOHNSON(JNJcusip478160104)	71.8K	QoQ -0.06% (-50) YoY -0.06% (-50)	All Managers (Combined)	$11.9M	2.5% ($11.9M/$471.3M)	QoQ +14.59% (-$1.5M) YoY +4.76% (-$541.1K)
WATERS CORP /DE/(WATcusip941848103)	31.8K	QoQ -0.31% (-100) YoY -0.31% (-100)	All Managers (Combined)	$11.7M	2.5% ($11.7M/$471.3M)	QoQ -0.96% (-$113.7K) YoY +6.73% (-$738.8K)
AbbVie Inc.(ABBVcusip00287Y109)	45.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.5M	2.0% ($9.5M/$471.3M)	QoQ +17.90% (+$1.4M) YoY +15.05% (+$1.2M)
AMGEN INC(AMGNcusip031162100)	29.8K	QoQ -1.32% (-400) YoY -1.32% (-400)	All Managers (Combined)	$9.3M	2.0% ($9.3M/$471.3M)	QoQ +17.94% (-$1.4M) YoY +8.12% (-$696.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	53.6K	QoQ -1.28% (-700) YoY -2.85% (-1.6K)	All Managers (Combined)	$9.1M	1.9% ($9.1M/$471.3M)	QoQ +0.34% (-$31.2K) YoY +2.03% (-$182.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	42.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$9.0M	1.9% ($9.0M/$471.3M)	QoQ -6.25% (-$598.5K) YoY +3.16% (+$275.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	15.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.1M	1.7% ($8.1M/$471.3M)	QoQ +17.49% (+$1.2M) YoY +26.64% (+$1.7M)
EXXON MOBIL CORP(XOMcusip30231G102)	62.0K	QoQ 0.00% (+0) YoY +2.00% (+1.2K)	All Managers (Combined)	$7.4M	1.6% ($7.4M/$471.3M)	QoQ +10.56% (+$703.8K) YoY +4.36% (+$308.1K)
MCDONALDS CORP(MCDcusip580135101)	18.0K	QoQ 0.00% (+0) YoY -2.16% (-400)	All Managers (Combined)	$5.6M	1.2% ($5.6M/$471.3M)	QoQ +7.75% (+$405.7K) YoY +8.38% (-$436.1K)
EMERSON ELECTRIC CO(EMRcusip291011104)	49.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.4M	1.1% ($5.4M/$471.3M)	QoQ -11.53% (-$700.2K) YoY -3.33% (-$185.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	34.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.3M	1.1% ($5.3M/$471.3M)	QoQ 0.00% (-$345) YoY -9.26% (-$541.3K)
BOEING CO(BAcusip097023105)	30.6K	QoQ 0.00% (-0) YoY -0.61% (-190)	All Managers (Combined)	$5.2M	1.1% ($5.2M/$471.3M)	QoQ -3.64% (-$197.1K) YoY -12.17% (-$722.5K)
ABBOTT LABORATORIES(ABTcusip002824100)	36.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.8M	1.0% ($4.8M/$471.3M)	QoQ +17.27% (+$704.4K) YoY +16.70% (+$684.6K)
Walt Disney Co(DIScusip254687106)	45.4K	QoQ +0.30% (-137) YoY -0.35% (-163)	All Managers (Combined)	$4.5M	1.0% ($4.5M/$471.3M)	QoQ -11.09% (-$559.1K) YoY -19.62% (-$1.1M)
ORACLE CORP(ORCLcusip68389X105)	29.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.2M	0.9% ($4.2M/$471.3M)	QoQ -16.10% (-$802.2K) YoY +11.30% (+$424.6K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	17.6K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$4.2M	0.9% ($4.2M/$471.3M)	QoQ +0.91% (+$37.8K) YoY -7.07% (-$317.2K)
NIKE, Inc.(NKEcusip654106103)	60.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.8M	0.8% ($3.8M/$471.3M)	QoQ -16.10% (-$731.4K) YoY -32.45% (-$1.8M)