INDEPENDENT INVESTORS INC

RIA/Wealth

INDEPENDENT INVESTORS INC is a RIA/Wealth based in Nesconset, NY led by Margaret Edel Moloney, reporting $541.2M in AUM as of Q3 2025 with 64% Technology concentration, 75% concentrated in top 10 holdings, 54% allocation to AAPL, and 64% technology allocation.

PresidentMargaret Edel Moloney

Portfolio Value: $519.6M
Positions: 70
Top Holding: AAPL at 53.92%
Last Reported: Q3 2025

Address181 Smithtown Blvd, Nesconset, NY, 11767, United States

Top Holdings

Largest long holdings in INDEPENDENT INVESTORS INC's portfolio (75.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$280.2M	53.92%	-$5.7M Sold	0.01% 1.1M shares	≤ Q2 2013 Held for 12y 5m+
2 Microsoft MSFT	Software - Infrastructure Technology	$28.1M	5.41%	-$115.5K Sold	0.00% 54.3K shares	≤ Q2 2013 Held for 12y 5m+
3 JPMorgan Chase JPM	Banks - Diversified Financial Services	$17.9M	3.45%	-$42.6K Sold	0.00% 56.8K shares	≤ Q2 2013 Held for 12y 5m+
4 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$13.3M	2.55%	-$40.6K Sold	0.00% 71.6K shares	≤ Q2 2013 Held for 12y 5m+
5 AbbVie ABBV	Drug Manufacturers - General Healthcare	$10.5M	2.01%	-$49.5K Sold	0.00% 45.2K shares	≤ Q2 2013 Held for 12y 5m+
6 Honeywell International HON	Conglomerates Industrials	$8.9M	1.71%	—	0.01% 42.3K shares	≤ Q2 2013 Held for 12y 5m+
7 Oracle ORCL	Software - Infrastructure Technology	$8.4M	1.62%	—	0.00% 29.9K shares	≤ Q2 2013 Held for 12y 5m+
8 Amgen AMGN	Drug Manufacturers - General Healthcare	$8.4M	1.61%	-$29.3K Sold	0.01% 29.7K shares	≤ Q2 2013 Held for 12y 5m+
9 Waters Corporation WAT	Medical - Diagnostics & Research Healthcare	$7.8M	1.51%	-$31.2K Sold	0.04% 26.2K shares	≤ Q2 2013 Held for 12y 5m+
10 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$7.6M	1.46%	—	0.00% 15.1K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in INDEPENDENT INVESTORS INC's latest filing

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Market Value

$519.6M

Prior: $459.1M

Q/Q Change

+13.19%

+$60.5M

Net Flows % of MV

-1.41%

Turnover Ratio

0.855%

New Purchases

2 stocks

$442.6K

Added To

1 stocks

+$230.1K

Sold Out Of

0 stocks

Reduced Holdings

23 stocks

-$8.0M

Increased Positions

Position	Shares Δ	Change
1 Invesco QQQ Trust QQQ	New	0 → 383.0 +$229.9K
2 Talen Energy Corporation TLN	New	0 → 500.0 +$212.7K
3 J.P. Morgan Nasdaq Equity Premium Income JEPQ	+79.29%	5.0K → 9.0K +$230.1K

Decreased Positions

Position	Shares Δ	Change
1 Procter & Gamble PG	-19.89%	52.3K → 41.9K −$1.6M
2 UnitedHealth Group UNH	-3.4%	2.9K → 2.8K −$34.5K
3 Abbott ABT	-2.66%	36.1K → 35.1K −$128.6K
4 United Parcel Service, Inc. UPS	-2.52%	24.7K → 24.0K −$52.0K
5 Apple AAPL	-1.99%	1.1M → 1.1M −$5.7M

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Analytics

Portfolio insights and performance metrics for INDEPENDENT INVESTORS INC

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Sector Allocation

Technology

64.00%

Healthcare

9.30%

Industrials

8.20%

Financial Services

6.80%

Consumer Defensive

3.30%

Consumer Cyclical

2.60%

Communication Services

1.70%

Energy

1.70%

ETF

1.00%

Real Estate

0.50%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

82.59%

Large Cap ($10B - $200B)

14.41%

Mid Cap ($2B - $10B)

0.21%

Nano Cap (< $50M)

1.03%

N/A (ETF or Unknown)

1.77%

Portfolio Concentration

Top 10 Holdings %

75.27%

Top 20 Holdings %

86.78%

Top 50 Holdings %

98.33%

Top 100 Holdings %

100.0%