Portfolio (Quarterly)
Guide ↗
INDEPENDENT INVESTORS INC
· CIK 0001121908| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | BAC | Bank of America Corporation | Financial Services | 24,580.0 | $1.2M | 0.24% | -300.0 | -1.2% | $48.75 | +4.1% |
| 22 | GE | GE Aerospace | Industrials | 4,114.0 | $1.2M | 0.23% | -125.0 | -3.0% | $283.77 | +13.1% |
| 23 | MS | Morgan Stanley | Financial Services | 6,783.0 | $1.1M | 0.22% | -200.0 | -2.9% | $164.57 | +23.8% |
| 24 | GEV | GE Vernova Inc. | Utilities | 996.0 | $869K | 0.17% | -31.0 | -3.0% | $872.90 | +14.1% |
| 25 | SOLS | Solstice Advanced Materials Inc. | Basic Materials | 10,329.0 | $787K | 0.16% | -249.0 | -2.4% | $76.16 | +11.0% |
| 26 | UNH | UnitedHealth Group Incorporated | Healthcare | 2,580.0 | $698K | 0.14% | -265.0 | -9.3% | $270.59 | +41.9% |
| 27 | KVUE | Kenvue Inc. | Consumer Defensive | 38,249.0 | $659K | 0.13% | -970.0 | -2.5% | $17.24 | +2.3% |
| 28 | UBER | Uber Technologies Inc | Technology | 9,040.0 | $650K | 0.13% | -75.0 | -0.8% | $71.93 | -1.7% |
| 29 | KMI | Kinder Morgan, Inc. | Energy | 18,616.0 | $624K | 0.12% | -500.0 | -2.6% | $33.53 | -4.8% |
| 30 | CSCO | Cisco Systems, Inc. | Technology | 7,870.0 | $611K | 0.12% | -400.0 | -4.8% | $77.59 | +52.9% |
| 31 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 2,465.0 | $513K | 0.10% | -305.0 | -11.0% | $208.27 | +31.6% |
| 32 | CRWD | CrowdStrike Holdings, Inc. | Technology | 1,270.0 | $496K | 0.10% | -50.0 | -3.8% | $390.41 | +71.9% |
| 33 | INDA | iShares MSCI India ETF | — | 4,620.0 | $216K | 0.04% | -1K | -17.8% | $46.84 | +3.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
63.3%
Healthcare
11.3%
Industrials
8.7%
Financial Services
5.5%
Consumer Defensive
3.5%
Consumer Cyclical
2.7%
Energy
2.6%
Communication Services
1.7%
Real Estate
0.4%
Basic Materials
0.2%