Margaret E. Moloney
Independent Investors Inc
Assets Managed
$523.624M
Holdings
73
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
3.99%(2Q avg: -1.22%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Independent Investors Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 73 positions.
Assets under management
The assets under management (AUM) of Independent Investors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 523.624M in assets, with a quarterly growth rate of 3.99% and a 2-quarter average growth rate of -1.22%. The portfolio is managed by Margaret E. Moloney, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AAPL Apple Inc
| 56.81% | $297.457M 1.028M shares@ $289.37 avg price | Decreased -4.91% |
MSFT Microsoft Corp
| 3.71% | $19.416M 52,050 shares@ $373.02 avg price | Decreased -4.14% |
JNJ Johnson & Johnson
| 3.42% | $17.868M 70,356 shares@ $253.97 avg price | Decreased -1.12% |
JPM Jpmorgan Chase & Co
| 3.39% | $17.743M 54,204 shares@ $327.33 avg price | Decreased -2.86% |
AMGN Amgen Inc
| 2.02% | $10.565M 29,176 shares@ $362.12 avg price | Decreased -1.01% |
ABBV Abbvie Inc
| 1.94% | $10.135M 40,274 shares@ $251.64 avg price | Decreased -9.84% |
XOM Exxon Mobil Corp
| 1.54% | $8.018M 58,649 shares@ $136.72 avg price | Decreased -3.93% |
WAT Waters Corp
| 1.48% | $7.749M 20,663 shares@ $375.05 avg price | Decreased -21.02% |
NVDA Nvidia Corp
| 1.47% | $7.655M 38,260 shares@ $200.09 avg price | Decreased -0.79% |
EMR Emerson Electric Co
| 1.34% | $6.999M 48,896 shares@ $143.15 avg price |
1-10 of 73