Wright Investors' Service
Latest statistics and disclosures from Wright Investors Service's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, AMZN, AVGO, and represent 24.18% of Wright Investors Service's stock portfolio.
- Added to shares of these 10 stocks: NTAP, GOOGL, AMZN, PANW, ADBE, LRCX, PEP, AMGN, AVGO, ACN.
- Started 18 new stock positions in DHI, MU, PPC, AGCO, FLEX, RIO, MLI, BWA, IBKR, CMG. LRCX, NI, PEP, OMC, COR, PANW, NTAP, GNRC.
- Reduced shares in these 10 stocks: HD, AXP, KO, META, ULTA, PGR, XOM, V, HWM, AAPL.
- Sold out of its positions in CNC, CHTR, COKE, CAG, FOXA, GEV, HPE, MET, MCHP, PAYX. SLGN, TGT, UPS.
- Wright Investors Service was a net seller of stock by $-12M.
- Wright Investors Service has $345M in assets under management (AUM), dropping by 4.25%.
- Central Index Key (CIK): 0000108572
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Portfolio Holdings for Wright Investors Service
Wright Investors Service holds 146 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.9 | $20M | -2% | 109k | 186.58 |
|
| Microsoft Corporation (MSFT) | 5.6 | $19M | -5% | 37k | 517.95 |
|
| Apple (AAPL) | 4.5 | $16M | -7% | 61k | 254.63 |
|
| Amazon (AMZN) | 4.1 | $14M | +16% | 65k | 219.57 |
|
| Broadcom (AVGO) | 4.0 | $14M | +5% | 42k | 329.91 |
|
| Meta Platforms Cl A (META) | 3.8 | $13M | -9% | 18k | 734.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $12M | +21% | 50k | 243.10 |
|
| JPMorgan Chase & Co. (JPM) | 2.4 | $8.1M | -10% | 26k | 315.43 |
|
| Progressive Corporation (PGR) | 2.1 | $7.1M | -15% | 29k | 246.95 |
|
| Gilead Sciences (GILD) | 1.8 | $6.3M | +11% | 57k | 111.00 |
|
| Tesla Motors (TSLA) | 1.7 | $5.9M | -3% | 13k | 444.72 |
|
| Caterpillar (CAT) | 1.7 | $5.8M | -13% | 12k | 477.15 |
|
| American Express Company (AXP) | 1.7 | $5.7M | -23% | 17k | 332.16 |
|
| Visa Com Cl A (V) | 1.5 | $5.2M | -19% | 15k | 341.38 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $5.1M | +2% | 21k | 243.55 |
|
| UnitedHealth (UNH) | 1.5 | $5.0M | +14% | 15k | 345.30 |
|
| Bank of America Corporation (BAC) | 1.4 | $4.9M | -2% | 94k | 51.59 |
|
| Coca-Cola Company (KO) | 1.4 | $4.8M | -23% | 73k | 66.32 |
|
| Oracle Corporation (ORCL) | 1.3 | $4.4M | -9% | 16k | 281.24 |
|
| Arista Networks Com Shs (ANET) | 1.2 | $4.3M | -5% | 30k | 145.71 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $4.3M | -22% | 38k | 112.75 |
|
| Nrg Energy Com New (NRG) | 1.2 | $4.1M | -8% | 25k | 161.95 |
|
| Nextera Energy (NEE) | 1.1 | $3.7M | +23% | 49k | 75.49 |
|
| Bristol Myers Squibb (BMY) | 1.1 | $3.7M | -8% | 82k | 45.10 |
|
| Netflix (NFLX) | 1.0 | $3.5M | -5% | 2.9k | 1198.92 |
|
| Abbvie (ABBV) | 1.0 | $3.5M | -22% | 15k | 231.54 |
|
| Applied Materials (AMAT) | 1.0 | $3.5M | -2% | 17k | 204.74 |
|
| Goldman Sachs (GS) | 1.0 | $3.5M | -6% | 4.4k | 796.35 |
|
| Adobe Systems Incorporated (ADBE) | 1.0 | $3.5M | +114% | 9.9k | 352.75 |
|
| Cisco Systems (CSCO) | 0.9 | $3.2M | 46k | 68.42 |
|
|
| At&t (T) | 0.9 | $3.2M | -9% | 112k | 28.24 |
|
| Comcast Corp Cl A (CMCSA) | 0.9 | $3.1M | -4% | 99k | 31.42 |
|
| Cigna Corp (CI) | 0.9 | $3.1M | -16% | 11k | 288.25 |
|
| Synchrony Financial (SYF) | 0.8 | $2.9M | 41k | 71.05 |
|
|
| Home Depot (HD) | 0.8 | $2.9M | -46% | 7.2k | 405.19 |
|
| Pulte (PHM) | 0.8 | $2.8M | +24% | 21k | 132.13 |
|
| Amgen (AMGN) | 0.8 | $2.8M | +52% | 9.8k | 282.20 |
|
| NetApp (NTAP) | 0.8 | $2.7M | NEW | 23k | 118.46 |
|
| International Business Machines (IBM) | 0.7 | $2.4M | -5% | 8.6k | 282.16 |
|
| Charles Schwab Corporation (SCHW) | 0.7 | $2.4M | +40% | 25k | 95.47 |
|
| eBay (EBAY) | 0.7 | $2.4M | +10% | 26k | 90.95 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $2.4M | -19% | 2.5k | 925.63 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.7 | $2.3M | +42% | 41k | 56.75 |
|
| Howmet Aerospace (HWM) | 0.7 | $2.3M | -35% | 12k | 196.23 |
|
| Blackrock (BLK) | 0.7 | $2.3M | 1.9k | 1165.87 |
|
|
| Applovin Corp Com Cl A (APP) | 0.6 | $2.2M | -4% | 3.0k | 718.54 |
|
| Wells Fargo & Company (WFC) | 0.6 | $2.1M | -9% | 25k | 83.82 |
|
| Palo Alto Networks (PANW) | 0.6 | $2.0M | NEW | 9.9k | 203.62 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.9M | +61% | 7.6k | 246.60 |
|
| Vici Pptys (VICI) | 0.5 | $1.9M | -23% | 57k | 32.61 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $1.8M | NEW | 14k | 133.90 |
|
| TJX Companies (TJX) | 0.5 | $1.8M | -27% | 12k | 144.54 |
|
| Uber Technologies (UBER) | 0.5 | $1.7M | +8% | 18k | 97.97 |
|
| Boeing Company (BA) | 0.5 | $1.7M | -7% | 8.1k | 215.83 |
|
| Citigroup Com New (C) | 0.5 | $1.7M | -7% | 17k | 101.50 |
|
| Expedia Group Com New (EXPE) | 0.5 | $1.7M | +39% | 8.0k | 213.75 |
|
| Jabil Circuit (JBL) | 0.5 | $1.7M | +14% | 7.9k | 217.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.6M | -8% | 3.2k | 502.74 |
|
| Qualcomm (QCOM) | 0.5 | $1.6M | +27% | 9.7k | 166.36 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $1.6M | -5% | 9.4k | 167.33 |
|
| Kroger (KR) | 0.4 | $1.5M | -7% | 23k | 67.41 |
|
| Cbre Group Cl A (CBRE) | 0.4 | $1.5M | -26% | 9.3k | 157.56 |
|
| salesforce (CRM) | 0.4 | $1.5M | +43% | 6.1k | 237.00 |
|
| Pepsi (PEP) | 0.4 | $1.4M | NEW | 9.9k | 140.44 |
|
| Chubb (CB) | 0.4 | $1.4M | -42% | 4.9k | 282.25 |
|
| Philip Morris International (PM) | 0.4 | $1.4M | -5% | 8.5k | 162.20 |
|
| Zoom Communications Cl A (ZM) | 0.4 | $1.3M | 16k | 82.50 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.4 | $1.2M | +36% | 32k | 39.22 |
|
| Tko Group Holdings Cl A (TKO) | 0.4 | $1.2M | +71% | 6.2k | 201.96 |
|
| Omega Healthcare Investors (OHI) | 0.3 | $1.2M | -45% | 29k | 42.22 |
|
| EOG Resources (EOG) | 0.3 | $1.1M | 10k | 112.12 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.1M | -42% | 1.5k | 763.00 |
|
| Chevron Corporation (CVX) | 0.3 | $1.1M | -6% | 6.8k | 155.29 |
|
| Us Foods Hldg Corp call (USFD) | 0.3 | $1.0M | -5% | 14k | 76.62 |
|
| Ameriprise Financial (AMP) | 0.3 | $1.0M | -4% | 2.1k | 491.25 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $1.0M | -4% | 13k | 79.94 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $1.0M | -5% | 6.6k | 150.86 |
|
| Servicenow (NOW) | 0.3 | $978k | -4% | 1.1k | 920.28 |
|
| Walt Disney Company (DIS) | 0.3 | $972k | +25% | 8.5k | 114.50 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $940k | -14% | 5.2k | 182.42 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $920k | -51% | 12k | 75.10 |
|
| ConocoPhillips (COP) | 0.3 | $916k | +2% | 9.7k | 94.59 |
|
| Verizon Communications (VZ) | 0.3 | $877k | -6% | 20k | 43.95 |
|
| Abbott Laboratories (ABT) | 0.3 | $876k | -7% | 6.5k | 133.94 |
|
| MGM Resorts International. (MGM) | 0.3 | $868k | -6% | 25k | 34.66 |
|
| Honeywell International (HON) | 0.2 | $846k | +2% | 4.0k | 210.50 |
|
| Arch Cap Group Ord (ACGL) | 0.2 | $844k | -6% | 9.3k | 90.73 |
|
| MasTec (MTZ) | 0.2 | $815k | -8% | 3.8k | 212.81 |
|
| Howard Hughes Holdings (HHH) | 0.2 | $786k | -49% | 9.6k | 82.17 |
|
| Steel Dynamics (STLD) | 0.2 | $766k | 5.5k | 139.43 |
|
|
| Adt (ADT) | 0.2 | $756k | -2% | 87k | 8.71 |
|
| CRH Ord (CRH) | 0.2 | $735k | 6.1k | 119.90 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $719k | +2% | 3.2k | 227.73 |
|
| Valero Energy Corporation (VLO) | 0.2 | $711k | -5% | 4.2k | 170.26 |
|
| Caci Intl Cl A (CACI) | 0.2 | $699k | -9% | 1.4k | 498.78 |
|
| Paypal Holdings (PYPL) | 0.2 | $680k | -5% | 10k | 67.06 |
|
| Micron Technology (MU) | 0.2 | $676k | NEW | 4.0k | 167.32 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $663k | NEW | 9.6k | 68.81 |
|
| Flex Ord (FLEX) | 0.2 | $656k | NEW | 11k | 57.97 |
|
| Mueller Industries (MLI) | 0.2 | $654k | NEW | 6.5k | 101.11 |
|
| Emcor (EME) | 0.2 | $653k | -3% | 1.0k | 649.54 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $640k | NEW | 16k | 39.19 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.2 | $637k | -11% | 6.8k | 93.25 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.2 | $627k | -2% | 4.7k | 132.40 |
|
| Aptiv Com Shs (APTV) | 0.2 | $626k | -9% | 7.3k | 86.22 |
|
| Generac Holdings (GNRC) | 0.2 | $602k | NEW | 3.6k | 167.40 |
|
| AmerisourceBergen (COR) | 0.2 | $598k | NEW | 1.9k | 312.53 |
|
| Host Hotels & Resorts (HST) | 0.2 | $593k | -7% | 35k | 17.02 |
|
| CSX Corporation (CSX) | 0.2 | $588k | 17k | 35.51 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.2 | $576k | -6% | 12k | 47.25 |
|
| Pfizer (PFE) | 0.2 | $574k | -7% | 23k | 25.48 |
|
| Morgan Stanley Com New (MS) | 0.2 | $573k | -5% | 3.6k | 158.96 |
|
| PNC Financial Services (PNC) | 0.2 | $570k | -5% | 2.8k | 200.93 |
|
| Omni (OMC) | 0.2 | $528k | NEW | 6.5k | 81.53 |
|
| D.R. Horton (DHI) | 0.1 | $510k | NEW | 3.0k | 169.47 |
|
| BP Sponsored Adr (BP) | 0.1 | $507k | -5% | 15k | 34.46 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $504k | -73% | 921.00 | 546.75 |
|
| AGCO Corporation (AGCO) | 0.1 | $491k | NEW | 4.6k | 107.07 |
|
| Nortonlifelock (GEN) | 0.1 | $487k | -6% | 17k | 28.39 |
|
| Fortinet (FTNT) | 0.1 | $483k | +22% | 5.7k | 84.08 |
|
| NiSource (NI) | 0.1 | $476k | NEW | 11k | 43.30 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $474k | -5% | 10k | 45.72 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $467k | -5% | 3.8k | 123.75 |
|
| American Tower Reit (AMT) | 0.1 | $464k | -54% | 2.4k | 192.32 |
|
| Metropcs Communications (TMUS) | 0.1 | $460k | -6% | 1.9k | 239.38 |
|
| Franklin Resources (BEN) | 0.1 | $457k | -5% | 20k | 23.13 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $455k | -6% | 9.3k | 48.72 |
|
| Oneok (OKE) | 0.1 | $442k | -5% | 6.1k | 72.97 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $441k | -5% | 5.5k | 79.95 |
|
| Emerson Electric (EMR) | 0.1 | $438k | -5% | 3.3k | 131.18 |
|
| Pilgrim's Pride Corporation (PPC) | 0.1 | $416k | NEW | 10k | 40.72 |
|
| UGI Corporation (UGI) | 0.1 | $415k | -65% | 13k | 33.26 |
|
| Genpact SHS (G) | 0.1 | $393k | -9% | 9.4k | 41.89 |
|
| Eaton Corp SHS (ETN) | 0.1 | $390k | -5% | 1.0k | 374.25 |
|
| Maplebear (CART) | 0.1 | $359k | -9% | 9.8k | 36.76 |
|
| Vistra Energy (VST) | 0.1 | $345k | -5% | 1.8k | 195.92 |
|
| BorgWarner (BWA) | 0.1 | $334k | NEW | 7.6k | 43.96 |
|
| Builders FirstSource (BLDR) | 0.1 | $331k | -8% | 2.7k | 121.25 |
|
| International Paper Company (IP) | 0.1 | $317k | -5% | 6.8k | 46.40 |
|
| Merck & Co (MRK) | 0.1 | $317k | -73% | 3.8k | 83.93 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $306k | -5% | 612.00 | 499.21 |
|
| Travel Leisure Ord (TNL) | 0.1 | $287k | 4.8k | 59.49 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $266k | -4% | 2.1k | 124.34 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $255k | -5% | 5.3k | 48.33 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $215k | NEW | 3.3k | 66.01 |
|
| Digital Realty Trust (DLR) | 0.1 | $202k | -5% | 1.2k | 172.88 |
|
Past Filings by Wright Investors Service
SEC 13F filings are viewable for Wright Investors Service going back to 2011
- Wright Investors Service 2025 Q3 filed Oct. 28, 2025
- Wright Investors Service 2025 Q2 filed July 11, 2025
- Wright Investors Service 2025 Q1 filed April 9, 2025
- Wright Investors Service 2024 Q4 filed Jan. 13, 2025
- Wright Investors Service 2024 Q3 filed Oct. 4, 2024
- Wright Investors Service 2024 Q2 filed July 26, 2024
- Wright Investors Service 2024 Q1 filed May 2, 2024
- Wright Investors Service 2023 Q4 filed Jan. 31, 2024
- Wright Investors Service 2023 Q3 filed Oct. 31, 2023
- Wright Investors Service 2023 Q2 filed July 27, 2023
- Wright Investors Service 2023 Q1 filed April 26, 2023
- Wright Investors Service 2022 Q4 filed Jan. 27, 2023
- Wright Investors Service 2022 Q3 filed Nov. 1, 2022
- Wright Investors Service 2022 Q2 filed Aug. 2, 2022
- Wright Investors Service 2022 Q1 filed April 22, 2022
- Wright Investors Service 2021 Q4 filed Jan. 27, 2022