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INDEPENDENT INVESTORS INC

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13F filer, CIK 1121908, NESCONSET, NY

INDEPENDENT INVESTORS INC reported $503,580,051 across 70 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-17. Its ten largest share positions make up 76.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-044706

Period
2026-03-31
Reported value
$504M
Holdings
70
Top 10 weight
76.06%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SLBnew+4,425$227K
APDnew+746$217K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-11,910-$3.02M
JPMreduced-1,000-$294K
BLKexited-225-$241K
PGreduced-1,508-$218K
PEPreduced-1,250-$194K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001104659-26-044706, largest first. % of portfolio is the value over $503,580,051, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191,039 shares; 2024Q4: 1,173,797 shares; 2025Q1: 1,155,571 shares; 2025Q2: 1,122,721 shares; 2025Q3: 1,100,423 shares; 2025Q4: 1,092,983 shares; 2026Q1: 1,081,073 shares 1,081,073$274M54.48%-11,910Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,628 shares; 2024Q4: 54,528 shares; 2025Q1: 54,523 shares; 2025Q2: 54,523 shares; 2025Q3: 54,300 shares; 2025Q4: 54,300 shares; 2026Q1: 54,300 shares 54,300$20.1M3.99%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,821 shares; 2024Q4: 71,821 shares; 2025Q1: 71,771 shares; 2025Q2: 71,771 shares; 2025Q3: 71,552 shares; 2025Q4: 71,552 shares; 2026Q1: 71,156 shares 71,156$17.4M3.45%-396Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,934 shares; 2024Q4: 56,934 shares; 2025Q1: 56,934 shares; 2025Q2: 56,934 shares; 2025Q3: 56,799 shares; 2025Q4: 56,804 shares; 2026Q1: 55,804 shares 55,804$16.4M3.26%-1,000Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,155 shares; 2024Q4: 30,155 shares; 2025Q1: 29,755 shares; 2025Q2: 29,755 shares; 2025Q3: 29,651 shares; 2025Q4: 29,651 shares; 2026Q1: 29,476 shares 29,476$10.4M2.06%-175Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,953 shares; 2024Q4: 61,953 shares; 2025Q1: 61,953 shares; 2025Q2: 61,953 shares; 2025Q3: 61,849 shares; 2025Q4: 61,849 shares; 2026Q1: 61,049 shares 61,049$10.4M2.06%-800Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,388 shares; 2024Q4: 45,388 shares; 2025Q1: 45,388 shares; 2025Q2: 45,388 shares; 2025Q3: 45,174 shares; 2025Q4: 45,174 shares; 2026Q1: 44,674 shares 44,674$9.72M1.93%-500Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,325 shares; 2024Q4: 42,325 shares; 2025Q1: 42,325 shares; 2025Q2: 42,325 shares; 2025Q3: 42,325 shares; 2025Q4: 42,325 shares; 2026Q1: 41,550 shares 41,550$9.39M1.86%-775Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,867 shares; 2024Q4: 31,867 shares; 2025Q1: 31,767 shares; 2025Q2: 26,267 shares; 2025Q3: 26,163 shares; 2025Q4: 26,163 shares; 2026Q1: 26,163 shares 26,163$7.79M1.55%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,137 shares; 2024Q4: 15,137 shares; 2025Q1: 15,137 shares; 2025Q2: 15,137 shares; 2025Q3: 15,137 shares; 2025Q4: 15,137 shares; 2026Q1: 14,887 shares 14,887$7.13M1.42%-250Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,900 shares; 2024Q4: 11,900 shares; 2025Q1: 17,865 shares; 2025Q2: 38,465 shares; 2025Q3: 38,465 shares; 2025Q4: 38,565 shares; 2026Q1: 38,565 shares 38,565$6.73M1.34%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,000 shares; 2024Q4: 49,000 shares; 2025Q1: 49,000 shares; 2025Q2: 49,000 shares; 2025Q3: 48,896 shares; 2025Q4: 48,896 shares; 2026Q1: 48,896 shares 48,896$6.41M1.27%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,621 shares; 2024Q4: 30,561 shares; 2025Q1: 30,561 shares; 2025Q2: 30,461 shares; 2025Q3: 30,357 shares; 2025Q4: 30,357 shares; 2026Q1: 30,357 shares 30,357$6.04M1.2%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,742 shares; 2024Q4: 54,342 shares; 2025Q1: 53,642 shares; 2025Q2: 52,342 shares; 2025Q3: 41,933 shares; 2025Q4: 41,603 shares; 2026Q1: 40,095 shares 40,095$5.79M1.15%-1,508Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,045 shares; 2024Q4: 18,045 shares; 2025Q1: 18,045 shares; 2025Q2: 17,795 shares; 2025Q3: 17,691 shares; 2025Q4: 17,691 shares; 2026Q1: 17,116 shares 17,116$5.32M1.06%-575Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,600 shares; 2024Q4: 17,600 shares; 2025Q1: 17,600 shares; 2025Q2: 17,600 shares; 2025Q3: 17,517 shares; 2025Q4: 17,517 shares; 2026Q1: 17,517 shares 17,517$5.03M1%0Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,500 shares; 2024Q4: 34,500 shares; 2025Q1: 34,500 shares; 2025Q2: 34,500 shares; 2025Q3: 34,292 shares; 2025Q4: 34,292 shares; 2026Q1: 34,292 shares 34,292$4.42M0.88%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,900 shares; 2024Q4: 29,900 shares; 2025Q1: 29,900 shares; 2025Q2: 29,900 shares; 2025Q3: 29,900 shares; 2025Q4: 29,900 shares; 2026Q1: 29,900 shares 29,900$4.4M0.87%0Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 20,600 shares; 2025Q1: 20,600 shares; 2025Q2: 20,600 shares; 2025Q3: 20,600 shares; 2025Q4: 20,600 shares; 2026Q1: 20,400 shares 20,400$4.25M0.84%-200Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,264 shares; 2024Q4: 45,264 shares; 2025Q1: 45,401 shares; 2025Q2: 45,401 shares; 2025Q3: 45,401 shares; 2025Q4: 45,401 shares; 2026Q1: 44,026 shares 44,026$4.24M0.84%-1,375Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000$3.63M0.72%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,050 shares; 2024Q4: 36,050 shares; 2025Q1: 36,050 shares; 2025Q2: 36,050 shares; 2025Q3: 35,090 shares; 2025Q4: 34,890 shares; 2026Q1: 34,390 shares 34,390$3.53M0.7%-500Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,749 shares; 2024Q4: 9,749 shares; 2025Q1: 9,749 shares; 2025Q2: 9,749 shares; 2025Q3: 9,749 shares; 2025Q4: 9,749 shares; 2026Q1: 9,749 shares 9,749$3.36M0.67%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares; 2026Q1: 60,000 shares 60,000$3.17M0.63%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,640 shares; 2025Q1: 3,640 shares; 2025Q2: 3,640 shares; 2025Q3: 3,640 shares; 2025Q4: 3,640 shares; 2026Q1: 3,640 shares 3,640$3.08M0.61%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,890 shares; 2025Q1: 2,890 shares; 2025Q2: 2,890 shares; 2025Q3: 2,890 shares; 2025Q4: 2,890 shares; 2026Q1: 2,865 shares 2,865$2.85M0.57%-25Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,963 shares; 2024Q4: 19,463 shares; 2025Q1: 19,463 shares; 2025Q2: 19,463 shares; 2025Q3: 19,463 shares; 2025Q4: 19,463 shares; 2026Q1: 18,213 shares 18,213$2.83M0.56%-1,250Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,640 shares; 2024Q4: 11,640 shares; 2025Q1: 11,640 shares; 2025Q2: 11,640 shares; 2025Q3: 11,640 shares; 2025Q4: 11,640 shares; 2026Q1: 11,640 shares 11,640$2.82M0.56%0Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,900 shares; 2024Q4: 17,900 shares; 2025Q1: 17,900 shares; 2025Q2: 17,900 shares; 2025Q3: 17,900 shares; 2025Q4: 17,900 shares; 2026Q1: 17,900 shares 17,900$2.73M0.54%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,225 shares; 2024Q4: 36,225 shares; 2025Q1: 35,600 shares; 2025Q2: 35,600 shares; 2025Q3: 35,496 shares; 2025Q4: 35,496 shares; 2026Q1: 35,496 shares 35,496$2.7M0.54%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,960 shares; 2024Q4: 10,960 shares; 2025Q1: 10,430 shares; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,290 shares; 2026Q1: 9,290 shares 9,290$2.66M0.53%0Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,133 shares; 2024Q4: 28,133 shares; 2025Q1: 28,133 shares; 2025Q2: 28,133 shares; 2025Q3: 28,133 shares; 2025Q4: 28,033 shares; 2026Q1: 28,033 shares 28,033$2.39M0.47%0Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,811 shares; 2024Q4: 24,661 shares; 2025Q1: 24,650 shares; 2025Q2: 24,650 shares; 2025Q3: 24,028 shares; 2025Q4: 24,028 shares; 2026Q1: 24,028 shares 24,028$2.36M0.47%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 6,610 shares; 2025Q2: 6,310 shares; 2025Q3: 6,206 shares; 2025Q4: 6,226 shares; 2026Q1: 6,001 shares 6,001$1.97M0.39%-225Timeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,012 shares; 2024Q4: 29,012 shares; 2025Q1: 29,012 shares; 2025Q2: 28,937 shares; 2025Q3: 28,937 shares; 2025Q4: 28,937 shares; 2026Q1: 28,637 shares 28,637$1.81M0.36%-300Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: 7,820 shares; 2025Q1: 7,820 shares; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares; 2025Q4: 6,520 shares; 2026Q1: 5,920 shares 5,920$1.7M0.34%-600Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,938 shares; 2024Q4: 26,938 shares; 2025Q1: 26,938 shares; 2025Q2: 26,938 shares; 2025Q3: 26,938 shares; 2025Q4: 26,938 shares; 2026Q1: 26,438 shares 26,438$1.6M0.32%-500Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 2,093 shares; 2025Q1: 2,096 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,106 shares; 2026Q1: 2,106 shares 2,106$1.38M0.27%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 6,190 shares; 2025Q1: 6,990 shares; 2025Q2: 6,840 shares; 2025Q3: 6,840 shares; 2025Q4: 6,840 shares; 2026Q1: 6,590 shares 6,590$1.36M0.27%-250Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,089 shares; 2025Q1: 1,972 shares; 2025Q2: 1,972 shares; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares; 2026Q1: 1,972 shares 1,972$1.28M0.25%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares; 2026Q1: 10,100 shares 10,100$1.27M0.25%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,880 shares; 2024Q4: 24,880 shares; 2025Q1: 24,880 shares; 2025Q2: 24,880 shares; 2025Q3: 24,880 shares; 2025Q4: 24,880 shares; 2026Q1: 24,580 shares 24,580$1.2M0.24%-300Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,239 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 4,239 shares; 2025Q3: 4,239 shares; 2025Q4: 4,239 shares; 2026Q1: 4,114 shares 4,114$1.17M0.23%-125Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,483 shares; 2024Q4: 7,483 shares; 2025Q1: 6,983 shares; 2025Q2: 6,983 shares; 2025Q3: 6,983 shares; 2025Q4: 6,983 shares; 2026Q1: 6,783 shares 6,783$1.12M0.22%-200Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$986K0.2%0Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares 1,325$965K0.19%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800$898K0.18%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,027 shares; 2026Q1: 996 shares 996$869K0.17%-31Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,420 shares; 2024Q4: 14,420 shares; 2025Q1: 16,665 shares; 2025Q2: 15,315 shares; 2025Q3: 15,211 shares; 2025Q4: 15,211 shares; 2026Q1: 15,211 shares 15,211$862K0.17%0Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,578 shares; 2026Q1: 10,329 shares 10,329$787K0.16%-249Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,015 shares; 2025Q1: 3,010 shares; 2025Q2: 2,945 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares; 2026Q1: 2,580 shares 2,580$698K0.14%-265Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,219 shares; 2024Q4: 39,219 shares; 2025Q1: 39,219 shares; 2025Q2: 39,219 shares; 2025Q3: 39,219 shares; 2025Q4: 39,219 shares; 2026Q1: 38,249 shares 38,249$659K0.13%-970Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,015 shares; 2025Q2: 9,015 shares; 2025Q3: 9,015 shares; 2025Q4: 9,115 shares; 2026Q1: 9,040 shares 9,040$650K0.13%-75Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,716 shares; 2024Q4: 19,716 shares; 2025Q1: 19,716 shares; 2025Q2: 19,216 shares; 2025Q3: 19,116 shares; 2025Q4: 19,116 shares; 2026Q1: 18,616 shares 18,616$624K0.12%-500Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 8,270 shares; 2025Q2: 8,270 shares; 2025Q3: 8,270 shares; 2025Q4: 8,270 shares; 2026Q1: 7,870 shares 7,870$611K0.12%-400Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350$570K0.11%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,235 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,770 shares; 2026Q1: 2,465 shares 2,465$513K0.1%-305Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 9,045 shares; 2025Q4: 9,120 shares; 2026Q1: 9,120 shares 9,120$506K0.1%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares; 2026Q1: 1,270 shares 1,270$496K0.1%-50Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200$429K0.09%0Timeline
PCTPURECYCLE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,625 shares; 2024Q4: 82,625 shares; 2025Q1: 82,625 shares; 2025Q2: 82,625 shares; 2025Q3: 82,417 shares; 2025Q4: 80,867 shares; 2026Q1: 80,567 shares 80,567$418K0.08%-300Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares 1,380$417K0.08%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,290 shares; 2024Q4: 13,290 shares; 2025Q1: 13,290 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares; 2025Q4: 12,250 shares; 2026Q1: 12,250 shares 12,250$344K0.07%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$301K0.06%0Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800$282K0.06%0Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,823 shares; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,425 shares 4,425$227K0.05%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 383 shares 383$221K0.04%0Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: not reported; 2026Q1: 746 shares 746$217K0.04%newTimeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 5,620 shares; 2025Q2: 5,620 shares; 2025Q3: 5,620 shares; 2025Q4: 5,620 shares; 2026Q1: 4,620 shares 4,620$216K0.04%-1,000Timeline
METVLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$159K0.03%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BLKBLACKROCK INC225$241Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-26-044706 base2026-04-17acceptance time not in the bulk data set