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, AMZN, and represent 20.34% of Wright Investors Service's stock portfolio.
- Added to shares of these 10 stocks: MU (+$5.9M), OMC, KLAC, CVS, PLD, EXPE, CRWD, AMD, CI, NET.
- Started 14 new stock positions in SSD, ECG, RPRX, DAR, IVZ, NOW, PLD, CRWD, NXST, CNC. KLAC, AGCO, NET, CVS.
- Reduced shares in these 10 stocks: BMY, CAT, BLK, CRM, MTZ, KO, AVGO, PFE, , NRG.
- Sold out of its positions in ABT, COR, AMP, CSX, Carnival Corporation, DLR, FERG, M, MTZ, ROP. SLB, TMUS, ULTA, CRH.
- Wright Investors Service was a net buyer of stock by $3.6M.
- Wright Investors Service has $366M in assets under management (AUM), dropping by 15.12%.
- Central Index Key (CIK): 0000108572
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Portfolio Holdings for Wright Investors Service
Wright Investors Service holds 148 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.9 | $18M | 90k | 200.09 |
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| Apple (AAPL) | 4.7 | $17M | 59k | 289.36 |
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| Microsoft Corporation (MSFT) | 3.8 | $14M | +6% | 37k | 373.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $13M | -2% | 36k | 357.37 |
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| Amazon (AMZN) | 3.4 | $13M | 53k | 238.34 |
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| Applied Materials (AMAT) | 3.2 | $12M | +2% | 16k | 723.00 |
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| Broadcom (AVGO) | 3.1 | $11M | -8% | 30k | 377.75 |
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| Meta Platforms Cl A (META) | 2.6 | $9.4M | +11% | 17k | 563.29 |
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| Micron Technology (MU) | 2.6 | $9.4M | +167% | 8.2k | 1154.29 |
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| Caterpillar (CAT) | 2.3 | $8.4M | -19% | 7.9k | 1064.90 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $8.1M | 25k | 327.33 |
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| Gilead Sciences (GILD) | 1.9 | $7.0M | 56k | 126.34 |
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| Charles Schwab Corporation (SCHW) | 1.9 | $6.9M | +3% | 75k | 92.27 |
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| Lam Research Corp Com New (LRCX) | 1.6 | $5.9M | +22% | 14k | 433.33 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $5.8M | 16k | 353.33 |
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| Tesla Motors (TSLA) | 1.5 | $5.6M | +7% | 13k | 420.60 |
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| Cisco Systems (CSCO) | 1.5 | $5.3M | -2% | 45k | 117.46 |
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| Bank of America Corporation (BAC) | 1.4 | $5.2M | 92k | 56.98 |
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| Visa Com Cl A (V) | 1.4 | $5.2M | +10% | 15k | 343.09 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $5.0M | 37k | 136.72 |
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| American Express Company (AXP) | 1.3 | $4.7M | 14k | 338.25 |
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| Goldman Sachs (GS) | 1.2 | $4.3M | 4.3k | 1011.37 |
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| Bristol Myers Squibb (BMY) | 1.1 | $4.2M | -34% | 73k | 57.62 |
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| Advanced Micro Devices (AMD) | 1.1 | $4.1M | +42% | 7.1k | 580.91 |
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| Coca-Cola Company (KO) | 1.1 | $4.1M | -21% | 50k | 81.27 |
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| Progressive Corporation (PGR) | 1.1 | $4.0M | 18k | 218.45 |
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| Nrg Energy Com New (NRG) | 1.0 | $3.8M | -18% | 26k | 146.06 |
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| Delta Air Lines Com New (DAL) | 1.0 | $3.7M | 40k | 93.66 |
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| Expedia Group Com New (EXPE) | 1.0 | $3.7M | +63% | 14k | 255.88 |
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| Merck & Co (MRK) | 1.0 | $3.5M | 27k | 128.50 |
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| Nextera Energy (NEE) | 1.0 | $3.5M | 40k | 87.77 |
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| UnitedHealth (UNH) | 0.9 | $3.3M | +21% | 8.0k | 415.63 |
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| Abbvie (ABBV) | 0.9 | $3.2M | -2% | 13k | 251.64 |
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| NetApp (NTAP) | 0.8 | $3.1M | 20k | 154.76 |
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| Eli Lilly & Co. (LLY) | 0.8 | $3.0M | 2.5k | 1199.43 |
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| Chevron Corporation (CVX) | 0.8 | $3.0M | -8% | 18k | 165.76 |
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| eBay (EBAY) | 0.8 | $2.8M | 26k | 111.75 |
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| Citigroup Com New (C) | 0.8 | $2.8M | +22% | 20k | 139.96 |
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| Wal-Mart Stores (WMT) | 0.8 | $2.8M | 25k | 113.26 |
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| Cigna Corp (CI) | 0.8 | $2.8M | +77% | 10k | 275.68 |
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| Palo Alto Networks (PANW) | 0.7 | $2.7M | 8.0k | 341.02 |
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| Amphenol Corp Cl A (APH) | 0.7 | $2.6M | 15k | 176.32 |
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| Amgen (AMGN) | 0.7 | $2.5M | -15% | 7.0k | 362.12 |
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| Omni (OMC) | 0.7 | $2.4M | +434% | 34k | 72.83 |
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| Arista Networks Com Shs (ANET) | 0.7 | $2.4M | 14k | 169.88 |
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| Pulte (PHM) | 0.6 | $2.4M | 17k | 137.21 |
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| Oracle Corporation (ORCL) | 0.6 | $2.4M | +9% | 16k | 146.55 |
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| Synchrony Financial (SYF) | 0.6 | $2.3M | 31k | 76.05 |
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| Boeing Company (BA) | 0.6 | $2.2M | 10k | 216.47 |
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| Steel Dynamics (STLD) | 0.5 | $1.9M | 8.5k | 229.46 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.9M | 10k | 189.73 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $1.9M | -22% | 79k | 24.55 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.9M | 2.1k | 935.47 |
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| Kla Corp Com New (KLAC) | 0.5 | $1.9M | NEW | 6.4k | 301.71 |
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| Freeport Mcmoran CL B (FCX) | 0.5 | $1.9M | 31k | 62.89 |
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| Ge Vernova (GEV) | 0.5 | $1.8M | 1.5k | 1174.86 |
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| Valero Energy Corporation (VLO) | 0.5 | $1.8M | 6.9k | 260.44 |
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| Qualcomm (QCOM) | 0.5 | $1.8M | 9.5k | 184.79 |
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| Baker Hughes Company Cl A (BKR) | 0.5 | $1.7M | -14% | 31k | 55.50 |
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| Chubb (CB) | 0.4 | $1.6M | 4.8k | 340.74 |
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| CVS Caremark Corporation (CVS) | 0.4 | $1.6M | NEW | 16k | 103.45 |
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| Flex Ord (FLEX) | 0.4 | $1.6M | -4% | 10k | 162.07 |
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| Us Foods Hldg Corp call (USFD) | 0.4 | $1.6M | 15k | 102.25 |
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| Prologis (PLD) | 0.4 | $1.6M | NEW | 12k | 135.47 |
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| Western Digital (WDC) | 0.4 | $1.5M | +30% | 2.4k | 638.72 |
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| Mueller Industries (MLI) | 0.4 | $1.5M | 12k | 122.93 |
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| Kroger (KR) | 0.4 | $1.5M | 27k | 55.53 |
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| Vici Pptys (VICI) | 0.4 | $1.5M | 55k | 26.55 |
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| Philip Morris International (PM) | 0.4 | $1.4M | -5% | 7.8k | 180.91 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.4M | NEW | 1.8k | 763.14 |
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| At&t (T) | 0.4 | $1.4M | -2% | 66k | 20.70 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $1.3M | +66% | 16k | 87.04 |
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| Vertiv Holdings Com Cl A (VRT) | 0.4 | $1.3M | -34% | 3.9k | 334.82 |
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| Pepsi (PEP) | 0.4 | $1.3M | 9.5k | 135.40 |
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| Omega Healthcare Investors (OHI) | 0.3 | $1.3M | -2% | 27k | 47.68 |
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| Wells Fargo & Company (WFC) | 0.3 | $1.2M | -37% | 15k | 82.64 |
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| PNC Financial Services (PNC) | 0.3 | $1.2M | -3% | 4.9k | 246.22 |
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| Jabil Circuit (JBL) | 0.3 | $1.2M | -33% | 3.0k | 385.48 |
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| Verisk Analytics (VRSK) | 0.3 | $1.2M | +178% | 6.4k | 179.53 |
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| MGM Resorts International. (MGM) | 0.3 | $1.1M | 24k | 47.81 |
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| Sensata Technologies Hldg Pl SHS (ST) | 0.3 | $1.1M | 24k | 47.74 |
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| TJX Companies (TJX) | 0.3 | $1.1M | -28% | 7.4k | 151.50 |
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| Pinterest Cl A (PINS) | 0.3 | $1.1M | 54k | 21.03 |
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| Cloudflare Cl A Com (NET) | 0.3 | $1.1M | NEW | 4.6k | 245.28 |
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| Netflix (NFLX) | 0.3 | $1.1M | 15k | 71.40 |
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| Uber Technologies (UBER) | 0.3 | $1.0M | 14k | 72.16 |
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| ConocoPhillips (COP) | 0.3 | $997k | 9.6k | 103.96 |
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| International Business Machines (IBM) | 0.3 | $985k | -36% | 3.5k | 281.21 |
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| Airbnb Com Cl A (ABNB) | 0.3 | $961k | 6.7k | 143.10 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $866k | -2% | 1.7k | 509.46 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.2 | $857k | 4.6k | 188.34 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $836k | -33% | 1.6k | 515.23 |
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| Cbre Group Cl A (CBRE) | 0.2 | $823k | 6.1k | 134.69 |
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| Pfizer (PFE) | 0.2 | $817k | -54% | 34k | 24.08 |
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| Host Hotels & Resorts (HST) | 0.2 | $792k | 33k | 23.71 |
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| Darling International (DAR) | 0.2 | $792k | NEW | 15k | 54.62 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $755k | 12k | 64.01 |
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| Middleby Corporation (MIDD) | 0.2 | $749k | 4.4k | 172.01 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $717k | -48% | 2.6k | 281.03 |
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| Sharkninja Com Shs (SN) | 0.2 | $702k | 4.6k | 152.27 |
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| Morgan Stanley Com New (MS) | 0.2 | $690k | -6% | 3.3k | 209.04 |
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| Simpson Manufacturing (SSD) | 0.2 | $686k | NEW | 3.3k | 209.35 |
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| Maplebear (CART) | 0.2 | $678k | +51% | 14k | 47.35 |
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| Invesco SHS (IVZ) | 0.2 | $678k | NEW | 26k | 26.39 |
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| Centene Corporation (CNC) | 0.2 | $650k | NEW | 10k | 64.19 |
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| Everus Constr Group (ECG) | 0.2 | $635k | NEW | 3.8k | 165.95 |
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| Oshkosh Corporation (OSK) | 0.2 | $616k | 4.0k | 153.48 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $614k | -6% | 5.1k | 121.43 |
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| AGCO Corporation (AGCO) | 0.2 | $609k | NEW | 5.1k | 119.70 |
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| salesforce (CRM) | 0.2 | $609k | -67% | 3.9k | 156.66 |
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| Franklin Resources (BEN) | 0.2 | $607k | -5% | 18k | 33.27 |
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| Royalty Pharma Shs Class A (RPRX) | 0.2 | $603k | NEW | 11k | 56.07 |
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| Home Depot (HD) | 0.2 | $599k | -6% | 1.7k | 352.68 |
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| Simon Property (SPG) | 0.2 | $579k | -41% | 2.6k | 223.65 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $570k | 12k | 48.57 |
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| Dollar General (DG) | 0.2 | $553k | 4.8k | 115.11 |
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| Medtronic SHS (MDT) | 0.1 | $548k | 7.0k | 78.23 |
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| Adt (ADT) | 0.1 | $540k | 83k | 6.50 |
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| Ross Stores (ROST) | 0.1 | $533k | -37% | 2.5k | 212.85 |
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| Nexstar Media Group Common Stock (NXST) | 0.1 | $527k | NEW | 2.9k | 178.59 |
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| Blackrock (BLK) | 0.1 | $525k | -71% | 546.00 | 961.56 |
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| BP Sponsored Adr (BP) | 0.1 | $501k | -5% | 14k | 36.95 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $484k | 4.1k | 116.67 |
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| Oneok (OKE) | 0.1 | $483k | -5% | 5.6k | 86.94 |
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| Colgate-Palmolive Company (CL) | 0.1 | $479k | 5.2k | 91.68 |
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| Alcoa (AA) | 0.1 | $478k | 9.2k | 52.14 |
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| Truist Financial Corp equities (TFC) | 0.1 | $474k | -5% | 9.5k | 49.82 |
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| D.R. Horton (DHI) | 0.1 | $473k | 2.9k | 162.88 |
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| Servicenow (NOW) | 0.1 | $457k | NEW | 4.6k | 99.28 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $437k | -5% | 3.5k | 126.58 |
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| Carlisle Companies (CSL) | 0.1 | $436k | -53% | 1.2k | 362.75 |
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| Emerson Electric (EMR) | 0.1 | $434k | -6% | 3.0k | 143.15 |
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| Aptiv Com Shs (APTV) | 0.1 | $429k | 7.0k | 61.38 |
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| Walt Disney Company (DIS) | 0.1 | $418k | 4.3k | 96.25 |
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| Nortonlifelock (GEN) | 0.1 | $412k | 17k | 24.89 |
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| Chewy Cl A (CHWY) | 0.1 | $407k | 21k | 19.65 |
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| Constellation Energy (CEG) | 0.1 | $401k | 1.6k | 248.37 |
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| Eaton Corp SHS (ETN) | 0.1 | $394k | -6% | 924.00 | 426.12 |
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| Travel Leisure Ord (TNL) | 0.1 | $327k | -6% | 4.3k | 76.43 |
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| Us Bancorp Com New (USB) | 0.1 | $290k | -6% | 4.8k | 60.40 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $277k | -7% | 2.9k | 94.93 |
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| Target Corporation (TGT) | 0.1 | $255k | -6% | 2.0k | 130.61 |
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| Verizon Communications (VZ) | 0.1 | $254k | -6% | 6.0k | 42.34 |
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| International Paper Company (IP) | 0.1 | $237k | -6% | 6.2k | 38.10 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $230k | -63% | 1.8k | 124.44 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $225k | -6% | 2.1k | 107.50 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $214k | -6% | 1.9k | 109.77 |
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| Genpact SHS (G) | 0.1 | $202k | 7.3k | 27.50 |
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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 2026 Q2 filed Aug. 5, 2026
- Wright Investors Service 2026 Q1 filed April 29, 2026
- 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