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

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DOVER Corp

DOV|260003108

Shares:20.6K

Value:$3.6M

% of Portfolio:0.8% ($3.6M/$471.3M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:12.0K

Value:$3.2M

% of Portfolio:0.7% ($3.2M/$471.3M)

PEPSICO INC

PEP|713448108

Shares:19.5K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$471.3M)

UNION PACIFIC CORP

UNP|907818108

Shares:11.6K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$471.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.9K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$471.3M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:24.6K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$471.3M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:28.1K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$471.3M)

COCA COLA CO

KO|191216100

Shares:35.6K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$471.3M)

HOME DEPOT, INC.

HD|437076102

Shares:6.6K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$471.3M)

Howard Hughes Holdings Inc.

HHH|44267T102

Shares:29.0K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$471.3M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:9.7K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$471.3M)

NOVARTIS AG

NVS|66987V109

Shares:17.9K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$471.3M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:3.6K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$471.3M)

NVIDIA CORP

NVDA|67066G104

Shares:17.9K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$471.3M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:26.9K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$471.3M)

Alphabet Inc.

GOOG|02079K107

Shares:10.4K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$471.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.0K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$471.3M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:10.1K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$471.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:7.8K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$471.3M)

464287200

IVV|464287200

Shares:2.1K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$471.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DOVER Corp(DOVcusip260003108)	20.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.6M	0.8% ($3.6M/$471.3M)	QoQ -6.35% (-$245.6K) YoY -0.85% (-$31.1K)
AMERICAN EXPRESS CO(AXPcusip025816109)	12.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.2M	0.7% ($3.2M/$471.3M)	QoQ -9.34% (-$332.9K) YoY +18.16% (+$496.3K)
PEPSICO INC(PEPcusip713448108)	19.5K	QoQ 0.00% (-0) YoY -2.50% (-500)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$471.3M)	QoQ -1.39% (-$41.3K) YoY -16.47% (-$575.4K)
UNION PACIFIC CORP(UNPcusip907818108)	11.6K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$471.3M)	QoQ +3.59% (+$95.4K) YoY -3.94% (-$112.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$471.3M)	QoQ +3.22% (+$85.3K) YoY +29.09% (+$616.0K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	24.6K	QoQ -0.04% (-11) YoY -0.64% (-161)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$471.3M)	QoQ -12.81% (-$398.5K) YoY -26.47% (-$976.4K)
COLGATE PALMOLIVE CO(CLcusip194162103)	28.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$471.3M)	QoQ +3.06% (+$78.5K) YoY +4.05% (+$102.7K)
COCA COLA CO(KOcusip191216100)	35.6K	QoQ -1.72% (-625) YoY -1.72% (-625)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$471.3M)	QoQ +13.04% (-$294.3K) YoY +15.04% (-$333.4K)
HOME DEPOT, INC.(HDcusip437076102)	6.6K	QoQ +10.12% (+608) YoY +10.12% (+608)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$471.3M)	QoQ +3.75% (+$87.8K) YoY +5.21% (+$120.1K)
Howard Hughes Holdings Inc.(HHHcusip44267T102)	29.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$471.3M)	QoQ -3.69% (-$82.4K) YoY +2.01% (+$42.4K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	9.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$471.3M)	QoQ -0.46% (-$9.5K) YoY -1.77% (-$36.9K)
NOVARTIS AG(NVScusip66987V109)	17.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$471.3M)	QoQ +14.56% (+$253.6K) YoY +15.24% (+$264.0K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	3.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$471.3M)	QoQ -4.59% (-$95.8K) YoY +30.78% (+$468.1K)
NVIDIA CORP(NVDAcusip67066G104)	17.9K	QoQ +50.12% (+6.0K) YoY +1401.26% (+16.7K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$471.3M)	QoQ +21.16% (+$338.2K) YoY +80.07% (+$861.0K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	26.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$471.3M)	QoQ +7.83% (+$119.3K) YoY +12.46% (+$182.1K)
Alphabet Inc.(GOOGcusip02079K107)	10.4K	QoQ -4.83% (-530) YoY -4.83% (-530)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$471.3M)	QoQ -21.93% (-$457.7K) YoY -2.35% (-$39.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.0K	QoQ -0.16% (-5) YoY -14.97% (-530)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$471.3M)	QoQ +3.36% (-$51.3K) YoY -9.97% (-$174.8K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	10.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$471.3M)	QoQ +55.94% (+$479.1K) YoY +82.73% (+$604.7K)
Alphabet Inc.(GOOGLcusip02079K305)	7.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$471.3M)	QoQ -18.30% (-$271.0K) YoY +2.45% (+$29.0K)
(IVVcusip464287200)	2.1K	QoQ +0.14% (-3) YoY -3.32% (-72)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$471.3M)	QoQ -4.41% (-$54.4K) YoY +3.33% (-$38.0K)