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:

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GE Vernova Inc.

GEV|36828A101

Shares:1.0K

Value:$313.5K

% of Portfolio:0.1% ($313.5K/$471.3M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:996

Value:$293.7K

% of Portfolio:0.1% ($293.7K/$471.3M)

46429B598

Shares:5.6K

Value:$289.3K

% of Portfolio:0.1% ($289.3K/$471.3M)

46654Q203

Shares:5.0K

Value:$261.2K

% of Portfolio:0.1% ($261.2K/$471.3M)

464287606

IJK|464287606

Shares:2.8K

Value:$233.2K

% of Portfolio:0.0% ($233.2K/$471.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.5K

Value:$224.4K

% of Portfolio:0.0% ($224.4K/$471.3M)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.3K

Value:$223.9K

% of Portfolio:0.0% ($223.9K/$471.3M)

BlackRock, Inc.

BLK|09290D101

Shares:225

Value:$213.0K

% of Portfolio:0.0% ($213.0K/$471.3M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:4.8K

Value:$200.6K

% of Portfolio:0.0% ($200.6K/$471.3M)

53656F417

Shares:10.0K

Value:$134.9K

% of Portfolio:0.0% ($134.9K/$471.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GE Vernova Inc.(GEVcusip36828A101)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$313.5K	0.1% ($313.5K/$471.3M)	QoQ -7.18% (-$24.3K) YoY NEW(+$313.5K)
Air Products & Chemicals, Inc.(APDcusip009158106)	996	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$293.7K	0.1% ($293.7K/$471.3M)	QoQ +1.68% (+$4.9K) YoY +21.73% (+$52.4K)
(cusip46429B598)✕	5.6K	QoQ +24.88% (+1.1K) YoY NEW(+5.6K)	All Managers (Combined)	$289.3K	0.1% ($289.3K/$471.3M)	QoQ +22.13% (+$52.4K) YoY NEW(+$289.3K)
(cusip46654Q203)✕	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$261.2K	0.1% ($261.2K/$471.3M)	QoQ NEW(+$261.2K) YoY NEW(+$261.2K)
(IJKcusip464287606)	2.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$233.2K	0.0% ($233.2K/$471.3M)	QoQ -8.41% (-$21.4K) YoY -8.73% (-$22.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	2.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$224.4K	0.0% ($224.4K/$471.3M)	QoQ -9.77% (-$24.3K) YoY -31.97% (-$105.5K)
Mondelez International, Inc.(MDLZcusip609207105)	3.3K	QoQ NEW(+3.3K) YoY 0.00% (-0)	All Managers (Combined)	$223.9K	0.0% ($223.9K/$471.3M)	QoQ NEW(+$223.9K) YoY -3.07% (-$7.1K)
BlackRock, Inc.(BLKcusip09290D101)	225	QoQ 0.00% (-0) YoY NEW(+225)	All Managers (Combined)	$213.0K	0.0% ($213.0K/$471.3M)	QoQ -7.67% (-$17.7K) YoY NEW(+$213.0K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	4.8K	QoQ NEW(+4.8K) YoY -8.09% (-423)	All Managers (Combined)	$200.6K	0.0% ($200.6K/$471.3M)	QoQ NEW(+$200.6K) YoY -29.91% (-$85.6K)
(cusip53656F417)✕	10.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$134.9K	0.0% ($134.9K/$471.3M)	QoQ -6.18% (-$8.9K) YoY +8.52% (+$10.6K)