Wright Investors' Service
Latest statistics and disclosures from Wright Investors Service's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, GOOGL, AVGO, and represent 22.71% of Wright Investors Service's stock portfolio.
- Added to shares of these 10 stocks: SCHW, WMT, NFLX, PFE, LLY, BMY, APH, G, DG, MIDD.
- Started 13 new stock positions in FIVE, WMT, AMH, OSK, MIDD, SN, DG, APH, NYT, AMD. TGT, UPS, M.
- Reduced shares in these 10 stocks: NVDA, ADBE, AMZN, HWM, GOOGL, ANET, MSFT, AVGO, T, CI.
- Sold out of its positions in BWA, BLDR, CACI, CMG, DLR, HON, HHH, HWM, NI, PPC. NOW, VST.
- Wright Investors Service was a net seller of stock by $-20M.
- Wright Investors Service has $333M in assets under management (AUM), dropping by -3.55%.
- Central Index Key (CIK): 0000108572
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Portfolio Holdings for Wright Investors Service
Wright Investors Service holds 147 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.1 | $17M | -17% | 91k | 186.50 |
|
| Apple (AAPL) | 4.9 | $16M | 60k | 271.86 |
|
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| Microsoft Corporation (MSFT) | 4.8 | $16M | -10% | 33k | 483.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $14M | -14% | 43k | 313.00 |
|
| Broadcom (AVGO) | 3.9 | $13M | -11% | 37k | 346.10 |
|
| Amazon (AMZN) | 3.7 | $12M | -17% | 53k | 230.82 |
|
| Meta Platforms Cl A (META) | 3.2 | $11M | -9% | 16k | 660.09 |
|
| JPMorgan Chase & Co. (JPM) | 2.5 | $8.3M | 26k | 322.22 |
|
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| Gilead Sciences (GILD) | 2.1 | $7.0M | 57k | 122.74 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $6.6M | 21k | 313.80 |
|
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| Progressive Corporation (PGR) | 1.9 | $6.3M | -3% | 28k | 227.72 |
|
| Caterpillar (CAT) | 1.9 | $6.2M | -10% | 11k | 572.87 |
|
| American Express Company (AXP) | 1.8 | $6.2M | -3% | 17k | 369.95 |
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| Charles Schwab Corporation (SCHW) | 1.8 | $6.1M | +145% | 61k | 99.91 |
|
| Bristol Myers Squibb (BMY) | 1.7 | $5.6M | +27% | 105k | 53.94 |
|
| Tesla Motors (TSLA) | 1.7 | $5.6M | -7% | 12k | 449.72 |
|
| Bank of America Corporation (BAC) | 1.6 | $5.2M | 95k | 55.00 |
|
|
| Visa Com Cl A (V) | 1.4 | $4.8M | -10% | 14k | 350.71 |
|
| Exxon Mobil Corporation (XOM) | 1.4 | $4.6M | 38k | 120.34 |
|
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| Coca-Cola Company (KO) | 1.3 | $4.5M | -11% | 64k | 69.91 |
|
| Applied Materials (AMAT) | 1.3 | $4.4M | 17k | 256.99 |
|
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| Nrg Energy Com New (NRG) | 1.2 | $4.1M | 26k | 159.24 |
|
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| UnitedHealth (UNH) | 1.2 | $4.0M | -16% | 12k | 330.11 |
|
| Nextera Energy (NEE) | 1.2 | $3.9M | 49k | 80.28 |
|
|
| Abbvie (ABBV) | 1.2 | $3.9M | +11% | 17k | 228.49 |
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| Goldman Sachs (GS) | 1.2 | $3.9M | 4.4k | 879.00 |
|
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| Cisco Systems (CSCO) | 1.1 | $3.6M | 47k | 77.03 |
|
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| Synchrony Financial (SYF) | 1.0 | $3.4M | 41k | 83.43 |
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| Eli Lilly & Co. (LLY) | 0.9 | $3.0M | +88% | 2.8k | 1074.68 |
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| Comcast Corp Cl A (CMCSA) | 0.9 | $3.0M | 99k | 29.89 |
|
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| Oracle Corporation (ORCL) | 0.9 | $2.9M | -5% | 15k | 194.91 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.9 | $2.8M | 41k | 69.40 |
|
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| Wal-Mart Stores (WMT) | 0.8 | $2.8M | NEW | 25k | 111.41 |
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| Amgen (AMGN) | 0.8 | $2.8M | -13% | 8.4k | 327.31 |
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| International Business Machines (IBM) | 0.7 | $2.5M | 8.4k | 296.21 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $2.3M | +14% | 8.7k | 268.30 |
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| Wells Fargo & Company (WFC) | 0.7 | $2.3M | 25k | 93.20 |
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| eBay (EBAY) | 0.7 | $2.3M | 26k | 87.10 |
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| NetApp (NTAP) | 0.7 | $2.2M | -10% | 20k | 107.09 |
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| Blackrock (BLK) | 0.6 | $2.1M | 1.9k | 1070.34 |
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| Pulte (PHM) | 0.6 | $2.1M | -17% | 18k | 117.26 |
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| Pfizer (PFE) | 0.6 | $2.0M | +251% | 79k | 24.90 |
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| Citigroup Com New (C) | 0.6 | $2.0M | 17k | 116.69 |
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| Lam Research Corp Com New (LRCX) | 0.6 | $1.9M | -19% | 11k | 171.18 |
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| Home Depot (HD) | 0.6 | $1.9M | -23% | 5.5k | 344.10 |
|
| Arista Networks Com Shs (ANET) | 0.6 | $1.8M | -52% | 14k | 131.03 |
|
| Expedia Group Com New (EXPE) | 0.6 | $1.8M | -19% | 6.5k | 283.31 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.8M | -17% | 2.1k | 862.34 |
|
| Netflix (NFLX) | 0.5 | $1.8M | +548% | 19k | 93.76 |
|
| Kroger (KR) | 0.5 | $1.8M | +23% | 28k | 62.48 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.7M | 9.4k | 183.40 |
|
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| Qualcomm (QCOM) | 0.5 | $1.7M | 9.7k | 171.05 |
|
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| Applovin Corp Com Cl A (APP) | 0.5 | $1.7M | -19% | 2.4k | 673.82 |
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| salesforce (CRM) | 0.5 | $1.6M | 6.2k | 264.91 |
|
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| TJX Companies (TJX) | 0.5 | $1.6M | -13% | 11k | 153.61 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.6M | 3.2k | 502.65 |
|
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| Freeport-mcmoran CL B (FCX) | 0.5 | $1.6M | 32k | 50.79 |
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| Boeing Company (BA) | 0.5 | $1.6M | -8% | 7.4k | 217.12 |
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| Vici Pptys (VICI) | 0.5 | $1.6M | 57k | 28.12 |
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| Cigna Corp (CI) | 0.5 | $1.6M | -46% | 5.8k | 275.23 |
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| Chubb (CB) | 0.5 | $1.5M | 4.9k | 312.12 |
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| Jabil Circuit (JBL) | 0.5 | $1.5M | -14% | 6.7k | 228.02 |
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| Cbre Group Cl A (CBRE) | 0.5 | $1.5M | 9.4k | 160.79 |
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| Palo Alto Networks (PANW) | 0.4 | $1.5M | -19% | 8.0k | 184.20 |
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| Pepsi (PEP) | 0.4 | $1.4M | 9.9k | 143.52 |
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| Zoom Communications Cl A (ZM) | 0.4 | $1.3M | 16k | 86.29 |
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| Philip Morris International (PM) | 0.4 | $1.3M | -3% | 8.2k | 160.40 |
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| Omega Healthcare Investors (OHI) | 0.4 | $1.2M | 28k | 44.34 |
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| Valero Energy Corporation (VLO) | 0.4 | $1.2M | +75% | 7.3k | 162.79 |
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| Uber Technologies (UBER) | 0.4 | $1.2M | -19% | 14k | 81.71 |
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| Tko Group Holdings Cl A (TKO) | 0.3 | $1.1M | -10% | 5.5k | 209.00 |
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| Micron Technology (MU) | 0.3 | $1.1M | 4.0k | 285.41 |
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| Genpact SHS (G) | 0.3 | $1.1M | +158% | 24k | 46.78 |
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| At&t (T) | 0.3 | $1.1M | -59% | 46k | 24.84 |
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| Nxp Semiconductors N V (NXPI) | 0.3 | $1.1M | +55% | 4.9k | 217.06 |
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| Chevron Corporation (CVX) | 0.3 | $1.0M | 6.7k | 152.41 |
|
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| Us Foods Hldg Corp call (USFD) | 0.3 | $1.0M | 13k | 75.32 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $1.0M | 12k | 82.02 |
|
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| AmerisourceBergen (COR) | 0.3 | $965k | +49% | 2.9k | 337.75 |
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| Steel Dynamics (STLD) | 0.3 | $941k | 5.6k | 169.45 |
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| ConocoPhillips (COP) | 0.3 | $917k | 9.8k | 93.61 |
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| MGM Resorts International. (MGM) | 0.3 | $911k | 25k | 36.49 |
|
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $868k | -19% | 5.4k | 162.01 |
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| MasTec (MTZ) | 0.2 | $831k | 3.8k | 217.37 |
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| Ameriprise Financial (AMP) | 0.2 | $829k | -19% | 1.7k | 490.34 |
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| Amphenol Corp Cl A (APH) | 0.2 | $823k | NEW | 6.1k | 135.14 |
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| Abbott Laboratories (ABT) | 0.2 | $817k | 6.5k | 125.29 |
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| Colgate-Palmolive Company (CL) | 0.2 | $800k | -19% | 10k | 79.02 |
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| EOG Resources (EOG) | 0.2 | $778k | -26% | 7.4k | 105.01 |
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| C H Robinson Worldwide Com New (CHRW) | 0.2 | $759k | 4.7k | 160.76 |
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| CRH Ord (CRH) | 0.2 | $754k | 6.0k | 124.80 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $739k | -19% | 4.2k | 177.75 |
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| Mueller Industries (MLI) | 0.2 | $728k | 6.3k | 114.80 |
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| Adt (ADT) | 0.2 | $698k | 87k | 8.07 |
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| Flex Ord (FLEX) | 0.2 | $682k | 11k | 60.42 |
|
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| Dollar General (DG) | 0.2 | $674k | NEW | 5.1k | 132.77 |
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| Middleby Corporation (MIDD) | 0.2 | $672k | NEW | 4.5k | 148.67 |
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| Morgan Stanley Com New (MS) | 0.2 | $621k | -2% | 3.5k | 177.53 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $618k | 9.6k | 64.31 |
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| Host Hotels & Resorts (HST) | 0.2 | $616k | 35k | 17.73 |
|
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| Bj's Wholesale Club Holdings (BJ) | 0.2 | $614k | 6.8k | 90.03 |
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| CSX Corporation (CSX) | 0.2 | $608k | 17k | 36.25 |
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| Five Below (FIVE) | 0.2 | $605k | NEW | 3.2k | 188.36 |
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| Paypal Holdings (PYPL) | 0.2 | $591k | 10k | 58.38 |
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| New York Times Cl A (NYT) | 0.2 | $580k | NEW | 8.4k | 69.42 |
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| Emcor (EME) | 0.2 | $579k | -5% | 946.00 | 611.79 |
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| PNC Financial Services (PNC) | 0.2 | $574k | -2% | 2.8k | 208.73 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $556k | 919.00 | 605.01 |
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| Aptiv Com Shs (APTV) | 0.2 | $550k | 7.2k | 76.09 |
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| Sharkninja Com Shs (SN) | 0.2 | $546k | NEW | 4.9k | 111.90 |
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| Oshkosh Corporation (OSK) | 0.2 | $532k | NEW | 4.2k | 125.63 |
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| Omni (OMC) | 0.2 | $522k | 6.5k | 80.75 |
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| Walt Disney Company (DIS) | 0.2 | $522k | -46% | 4.6k | 113.77 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $505k | -2% | 5.4k | 94.20 |
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| Macy's (M) | 0.2 | $501k | NEW | 23k | 22.05 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $500k | 12k | 41.12 |
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| American Homes 4 Rent Cl A (AMH) | 0.1 | $497k | NEW | 16k | 32.10 |
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| BP Sponsored Adr (BP) | 0.1 | $497k | -2% | 14k | 34.73 |
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| Truist Financial Corp equities (TFC) | 0.1 | $495k | -2% | 10k | 49.21 |
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| UGI Corporation (UGI) | 0.1 | $493k | +5% | 13k | 37.43 |
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| Generac Holdings (GNRC) | 0.1 | $489k | 3.6k | 136.37 |
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| AGCO Corporation (AGCO) | 0.1 | $477k | 4.6k | 104.32 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $477k | -86% | 1.4k | 349.99 |
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| Nortonlifelock (GEN) | 0.1 | $465k | 17k | 27.19 |
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| Franklin Resources (BEN) | 0.1 | $458k | -2% | 19k | 23.89 |
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| Maplebear (CART) | 0.1 | $438k | 9.7k | 44.98 |
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| Oneok (OKE) | 0.1 | $432k | -2% | 5.9k | 73.50 |
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| D.R. Horton (DHI) | 0.1 | $432k | 3.0k | 144.03 |
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| Emerson Electric (EMR) | 0.1 | $430k | -2% | 3.2k | 132.72 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $429k | -2% | 3.7k | 117.21 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $424k | 9.3k | 45.54 |
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| Advanced Micro Devices (AMD) | 0.1 | $413k | NEW | 1.9k | 214.16 |
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| Metropcs Communications (TMUS) | 0.1 | $389k | 1.9k | 203.04 |
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| Merck & Co (MRK) | 0.1 | $385k | -3% | 3.7k | 105.26 |
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| Fortinet (FTNT) | 0.1 | $368k | -19% | 4.6k | 79.41 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $359k | -59% | 3.7k | 95.92 |
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| American Tower Reit (AMT) | 0.1 | $342k | -19% | 1.9k | 175.57 |
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| Travel Leisure Ord (TNL) | 0.1 | $332k | -2% | 4.7k | 70.53 |
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| Eaton Corp SHS (ETN) | 0.1 | $315k | -5% | 990.00 | 318.51 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $287k | -2% | 594.00 | 483.67 |
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| Us Bancorp Del Com New (USB) | 0.1 | $273k | -2% | 5.1k | 53.36 |
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| International Paper Company (IP) | 0.1 | $261k | -2% | 6.6k | 39.39 |
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| Verizon Communications (VZ) | 0.1 | $261k | -67% | 6.4k | 40.73 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $254k | -2% | 3.2k | 80.03 |
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| United Parcel Service CL B (UPS) | 0.1 | $222k | NEW | 2.2k | 99.19 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $210k | -2% | 2.1k | 100.89 |
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| Target Corporation (TGT) | 0.1 | $204k | NEW | 2.1k | 97.75 |
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Past Filings by Wright Investors Service
SEC 13F filings are viewable for Wright Investors Service going back to 2011
- Wright Investors Service 2025 Q4 filed Jan. 26, 2026
- 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