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 3 of 4

Sort by:

CHEVRON CORP

CVX|166764100

Shares:7.0K

Value:$1.2M

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

STRYKER CORP

SYK|863667101

Shares:3.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$471.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$471.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:24.9K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$471.3M)

46641Q332

Shares:16.7K

Value:$952.2K

% of Portfolio:0.2% ($952.2K/$471.3M)

Kenvue Inc.

KVUE|49177J102

Shares:39.2K

Value:$940.5K

% of Portfolio:0.2% ($940.5K/$471.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:3.8K

Value:$886.3K

% of Portfolio:0.2% ($886.3K/$471.3M)

GENERAL ELECTRIC CO

GE|369604301

Shares:4.2K

Value:$848.4K

% of Portfolio:0.2% ($848.4K/$471.3M)

UNITED RENTALS, INC.

URI|911363109

Shares:1.3K

Value:$833.5K

% of Portfolio:0.2% ($833.5K/$471.3M)

MORGAN STANLEY

MS|617446448

Shares:7.0K

Value:$814.7K

% of Portfolio:0.2% ($814.7K/$471.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:9.0K

Value:$656.8K

% of Portfolio:0.1% ($656.8K/$471.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.4K

Value:$584.4K

% of Portfolio:0.1% ($584.4K/$471.3M)

PureCycle Technologies, Inc.

PCT|74623V103

Shares:82.6K

Value:$571.8K

% of Portfolio:0.1% ($571.8K/$471.3M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:19.7K

Value:$562.5K

% of Portfolio:0.1% ($562.5K/$471.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:8.3K

Value:$510.3K

% of Portfolio:0.1% ($510.3K/$471.3M)

VISA INC.

V|92826C839

Shares:1.4K

Value:$483.6K

% of Portfolio:0.1% ($483.6K/$471.3M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.3K

Value:$465.4K

% of Portfolio:0.1% ($465.4K/$471.3M)

AMAZON COM INC

AMZN|023135106

Shares:2.2K

Value:$425.2K

% of Portfolio:0.1% ($425.2K/$471.3M)

PFIZER INC

PFE|717081103

Shares:13.3K

Value:$336.8K

% of Portfolio:0.1% ($336.8K/$471.3M)

Eaton Corp plc

ETN|G29183103

Shares:1.2K

Value:$330.3K

% of Portfolio:0.1% ($330.3K/$471.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHEVRON CORP(CVXcusip166764100)	7.0K	QoQ +12.92% (+800) YoY +17.47% (+1.0K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$471.3M)	QoQ +30.42% (+$272.8K) YoY +24.59% (+$230.8K)
STRYKER CORP(SYKcusip863667101)	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$471.3M)	QoQ +3.38% (+$36.6K) YoY +4.01% (+$43.1K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.0K	QoQ -5.60% (-117) YoY +12.36% (+217)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$471.3M)	QoQ -9.89% (-$121.2K) YoY +20.16% (+$185.1K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	24.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$471.3M)	QoQ -5.05% (-$55.2K) YoY +10.04% (+$94.8K)
(cusip46641Q332)✕	16.7K	QoQ +15.56% (+2.2K) YoY +15.56% (+2.2K)	All Managers (Combined)	$952.2K	0.2% ($952.2K/$471.3M)	QoQ +14.78% (+$122.7K) YoY +14.13% (+$117.9K)
Kenvue Inc.(KVUEcusip49177J102)	39.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$940.5K	0.2% ($940.5K/$471.3M)	QoQ +12.31% (+$103.1K) YoY +11.74% (+$98.8K)
LOWES COMPANIES INC(LOWcusip548661107)	3.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$886.3K	0.2% ($886.3K/$471.3M)	QoQ -5.49% (-$51.6K) YoY -8.44% (-$81.7K)
GENERAL ELECTRIC CO(GEcusip369604301)	4.2K	QoQ 0.00% (+0) YoY -0.11% (-5)	All Managers (Combined)	$848.4K	0.2% ($848.4K/$471.3M)	QoQ +20.00% (+$141.4K) YoY +13.89% (-$103.5K)
UNITED RENTALS, INC.(URIcusip911363109)	1.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$833.5K	0.2% ($833.5K/$471.3M)	QoQ -11.03% (-$103.4K) YoY -13.09% (-$125.6K)
MORGAN STANLEY(MScusip617446448)	7.0K	QoQ -6.68% (-500) YoY -6.68% (-500)	All Managers (Combined)	$814.7K	0.2% ($814.7K/$471.3M)	QoQ -13.39% (-$126.1K) YoY +15.62% (-$110.1K)
Uber Technologies, Inc(UBERcusip90353T100)	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$656.8K	0.1% ($656.8K/$471.3M)	QoQ NEW(+$656.8K) YoY NEW(+$656.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$584.4K	0.1% ($584.4K/$471.3M)	QoQ +13.11% (+$67.8K) YoY +30.21% (+$135.6K)
PureCycle Technologies, Inc.(PCTcusip74623V103)	82.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$571.8K	0.1% ($571.8K/$471.3M)	QoQ -32.48% (-$275.1K) YoY +11.25% (+$57.8K)
KINDER MORGAN, INC.(KMIcusip49456B101)	19.7K	QoQ 0.00% (+0) YoY -13.20% (-3.0K)	All Managers (Combined)	$562.5K	0.1% ($562.5K/$471.3M)	QoQ +4.12% (+$22.3K) YoY +35.01% (-$145.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	8.3K	QoQ +50.36% (+2.8K) YoY +50.36% (+2.8K)	All Managers (Combined)	$510.3K	0.1% ($510.3K/$471.3M)	QoQ +56.73% (+$184.7K) YoY +85.91% (+$235.8K)
VISA INC.(Vcusip92826C839)	1.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$483.6K	0.1% ($483.6K/$471.3M)	QoQ +10.89% (+$47.5K) YoY +25.57% (+$98.5K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.3K	QoQ +38.94% (+370) YoY +38.94% (+370)	All Managers (Combined)	$465.4K	0.1% ($465.4K/$471.3M)	QoQ +43.17% (+$140.4K) YoY +52.81% (+$160.8K)
AMAZON COM INC(AMZNcusip023135106)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$425.2K	0.1% ($425.2K/$471.3M)	QoQ NEW(+$425.2K) YoY NEW(+$425.2K)
PFIZER INC(PFEcusip717081103)	13.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$336.8K	0.1% ($336.8K/$471.3M)	QoQ -4.48% (-$15.8K) YoY -8.68% (-$32.0K)
Eaton Corp plc(ETNcusipG29183103)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$330.3K	0.1% ($330.3K/$471.3M)	QoQ -18.09% (-$72.9K) YoY -13.06% (-$49.6K)