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, AMZN, GOOGL, and represent 20.59% of Wright Investors Service's stock portfolio.
- Added to shares of these 10 stocks: MRK, CVX, BKR, GEV, APH, CRM, SCHW, PINS, NRG, ROST.
- Started 18 new stock positions in SPG, VRSK, CSL, WDC, ROST, AA, SLB, CHWY, CEG, MDT. ST, ABNB, CCL, ROP, PINS, GEV, DLR, FERG.
- Reduced shares in these 10 stocks: PGR, GOOGL, BRK.B, AVGO, UNH, ZM, GOOG, HD, TKO, ABBV.
- Sold out of its positions in AGCO, ADBE, AMH, AMT, BJ, BRK.B, EOG, EME, FIVE, FTNT. GNRC, NYT, PYPL, TKO, UGI, ZM, ACGL.
- Wright Investors Service was a net seller of stock by $-3.1M.
- Wright Investors Service has $318M in assets under management (AUM), dropping by -4.62%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.0 | $16M | 90k | 174.40 |
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| Apple (AAPL) | 4.7 | $15M | 59k | 253.79 |
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| Microsoft Corporation (MSFT) | 4.0 | $13M | +3% | 35k | 370.17 |
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| Amazon (AMZN) | 3.5 | $11M | 53k | 208.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $11M | -13% | 37k | 287.56 |
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| Broadcom (AVGO) | 3.1 | $10M | -12% | 32k | 309.51 |
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| Meta Platforms Cl A (META) | 2.7 | $8.6M | -7% | 15k | 572.13 |
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| Gilead Sciences (GILD) | 2.5 | $7.8M | 56k | 139.37 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $7.4M | -2% | 25k | 294.16 |
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| Caterpillar (CAT) | 2.2 | $6.9M | -10% | 9.8k | 708.46 |
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| Charles Schwab Corporation (SCHW) | 2.1 | $6.7M | +17% | 72k | 93.98 |
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| Bristol Myers Squibb (BMY) | 2.1 | $6.7M | +5% | 111k | 60.65 |
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| Exxon Mobil Corporation (XOM) | 2.0 | $6.3M | 37k | 169.66 |
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| Applied Materials (AMAT) | 1.7 | $5.4M | -8% | 16k | 341.79 |
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| Coca-Cola Company (KO) | 1.5 | $4.8M | 64k | 76.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $4.8M | -20% | 17k | 286.86 |
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| Nrg Energy Com New (NRG) | 1.5 | $4.7M | +26% | 32k | 146.14 |
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| Tesla Motors (TSLA) | 1.4 | $4.6M | 12k | 371.75 |
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| Bank of America Corporation (BAC) | 1.4 | $4.5M | -2% | 93k | 48.75 |
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| American Express Company (AXP) | 1.3 | $4.2M | -15% | 14k | 302.48 |
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| Visa Com Cl A (V) | 1.3 | $4.2M | 14k | 302.24 |
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| Chevron Corporation (CVX) | 1.3 | $4.1M | +191% | 20k | 206.90 |
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| Nextera Energy (NEE) | 1.2 | $3.7M | -17% | 40k | 92.88 |
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| Progressive Corporation (PGR) | 1.1 | $3.6M | -33% | 18k | 198.24 |
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| Goldman Sachs (GS) | 1.1 | $3.6M | -2% | 4.3k | 845.99 |
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| Cisco Systems (CSCO) | 1.1 | $3.6M | 46k | 77.59 |
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| Merck & Co (MRK) | 1.1 | $3.4M | +663% | 28k | 120.29 |
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| Wal-Mart Stores (WMT) | 1.0 | $3.1M | 25k | 124.28 |
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| Amgen (AMGN) | 0.9 | $2.9M | 8.3k | 351.85 |
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| Comcast Corp Cl A (CMCSA) | 0.9 | $2.9M | +2% | 102k | 28.71 |
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| Abbvie (ABBV) | 0.9 | $2.8M | -23% | 13k | 217.49 |
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| Delta Air Lines Com New (DAL) | 0.8 | $2.7M | 40k | 66.48 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $2.4M | 11k | 213.66 |
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| eBay (EBAY) | 0.7 | $2.3M | 26k | 91.02 |
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| Eli Lilly & Co. (LLY) | 0.7 | $2.3M | -9% | 2.5k | 919.77 |
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| salesforce (CRM) | 0.7 | $2.3M | +96% | 12k | 186.67 |
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| Baker Hughes Company Cl A (BKR) | 0.7 | $2.2M | +294% | 37k | 61.05 |
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| Oracle Corporation (ORCL) | 0.7 | $2.2M | 15k | 147.11 |
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| Pfizer (PFE) | 0.7 | $2.1M | -5% | 75k | 28.08 |
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| Synchrony Financial (SYF) | 0.7 | $2.1M | -25% | 31k | 68.02 |
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| Costco Wholesale Corporation (COST) | 0.7 | $2.1M | 2.1k | 996.43 |
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| Pulte (PHM) | 0.6 | $2.1M | 18k | 117.61 |
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| NetApp (NTAP) | 0.6 | $2.1M | 20k | 102.39 |
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| Expedia Group Com New (EXPE) | 0.6 | $2.0M | +35% | 8.8k | 230.89 |
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| Boeing Company (BA) | 0.6 | $2.0M | +36% | 10k | 199.03 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $2.0M | +9% | 10k | 192.90 |
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| At&t (T) | 0.6 | $2.0M | +49% | 68k | 28.99 |
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| Kroger (KR) | 0.6 | $1.9M | -5% | 27k | 72.36 |
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| Amphenol Corp Cl A (APH) | 0.6 | $1.9M | +147% | 15k | 126.35 |
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| Wells Fargo & Company (WFC) | 0.6 | $1.9M | -3% | 24k | 79.61 |
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| Citigroup Com New (C) | 0.6 | $1.9M | 17k | 113.41 |
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| Blackrock (BLK) | 0.6 | $1.9M | 1.9k | 961.71 |
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| Freeport Mcmoran CL B (FCX) | 0.6 | $1.8M | -3% | 31k | 58.78 |
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| UnitedHealth (UNH) | 0.6 | $1.8M | -45% | 6.6k | 270.59 |
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| Valero Energy Corporation (VLO) | 0.5 | $1.7M | -4% | 7.0k | 247.08 |
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| Arista Networks Com Shs (ANET) | 0.5 | $1.7M | 14k | 122.78 |
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| TJX Companies (TJX) | 0.5 | $1.7M | 10k | 159.70 |
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| Chubb (CB) | 0.5 | $1.6M | 4.9k | 325.93 |
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| Steel Dynamics (STLD) | 0.5 | $1.5M | +54% | 8.6k | 180.00 |
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| Vici Pptys (VICI) | 0.5 | $1.5M | -3% | 55k | 27.32 |
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| Vertiv Holdings Com Cl A (VRT) | 0.5 | $1.5M | +11% | 6.0k | 250.58 |
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| Cigna Corp (CI) | 0.5 | $1.5M | -2% | 5.6k | 266.75 |
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| Pepsi (PEP) | 0.5 | $1.5M | -2% | 9.6k | 155.29 |
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| Us Foods Hldg Corp call (USFD) | 0.5 | $1.4M | +15% | 16k | 92.21 |
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| Netflix (NFLX) | 0.4 | $1.4M | -22% | 15k | 96.15 |
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| Mueller Industries (MLI) | 0.4 | $1.4M | +95% | 12k | 110.80 |
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| Philip Morris International (PM) | 0.4 | $1.4M | 8.3k | 165.34 |
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| Ge Vernova (GEV) | 0.4 | $1.3M | NEW | 1.5k | 872.90 |
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| International Business Machines (IBM) | 0.4 | $1.3M | -34% | 5.5k | 242.39 |
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| ConocoPhillips (COP) | 0.4 | $1.3M | 9.7k | 132.00 |
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| Palo Alto Networks (PANW) | 0.4 | $1.3M | 8.0k | 160.32 |
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| Qualcomm (QCOM) | 0.4 | $1.2M | 9.6k | 128.78 |
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| Jabil Circuit (JBL) | 0.4 | $1.2M | -31% | 4.6k | 265.63 |
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| Omega Healthcare Investors (OHI) | 0.4 | $1.2M | 28k | 43.82 |
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| MasTec (MTZ) | 0.4 | $1.2M | -4% | 3.6k | 321.74 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.1M | +193% | 1.7k | 604.39 |
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| PNC Financial Services (PNC) | 0.3 | $1.0M | +83% | 5.0k | 208.09 |
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| Uber Technologies (UBER) | 0.3 | $1.0M | 14k | 71.93 |
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| Micron Technology (MU) | 0.3 | $1.0M | -24% | 3.0k | 337.84 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.0M | +157% | 5.0k | 203.43 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $992k | -42% | 5.0k | 198.29 |
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| Pinterest Cl A (PINS) | 0.3 | $988k | NEW | 54k | 18.34 |
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| Applovin Corp Com Cl A (APP) | 0.3 | $973k | 2.4k | 398.00 |
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| Nxp Semiconductors N V (NXPI) | 0.3 | $967k | 4.9k | 196.86 |
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| AmerisourceBergen (COR) | 0.3 | $896k | 2.9k | 314.14 |
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| MGM Resorts International. (MGM) | 0.3 | $895k | -3% | 24k | 37.01 |
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| Ross Stores (ROST) | 0.3 | $862k | NEW | 4.0k | 216.63 |
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| Carlisle Companies (CSL) | 0.3 | $861k | NEW | 2.6k | 333.62 |
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| Airbnb Com Cl A (ABNB) | 0.3 | $849k | NEW | 6.7k | 126.28 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $845k | -2% | 12k | 71.18 |
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| Cbre Group Cl A (CBRE) | 0.3 | $842k | -34% | 6.2k | 135.46 |
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| Simon Property (SPG) | 0.3 | $830k | NEW | 4.5k | 186.53 |
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| Sensata Technologies Hldg Pl SHS (ST) | 0.3 | $819k | NEW | 23k | 35.22 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $767k | -2% | 12k | 65.00 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.2 | $760k | -3% | 4.6k | 166.07 |
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| Flextronics Intl Ord (FLEX) | 0.2 | $686k | -7% | 11k | 65.46 |
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| CSX Corporation (CSX) | 0.2 | $685k | 17k | 41.05 |
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| BP Sponsored Adr (BP) | 0.2 | $675k | 14k | 47.00 |
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| Roper Industries (ROP) | 0.2 | $652k | NEW | 1.8k | 353.86 |
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| Host Hotels & Resorts (HST) | 0.2 | $644k | -3% | 34k | 19.16 |
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| SLB Com Stk (SLB) | 0.2 | $630k | NEW | 12k | 51.39 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $625k | -3% | 9.3k | 67.07 |
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| CRH Ord (CRH) | 0.2 | $615k | -3% | 5.8k | 105.12 |
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| Alcoa (AA) | 0.2 | $614k | NEW | 9.3k | 66.33 |
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| Medtronic SHS (MDT) | 0.2 | $610k | NEW | 7.0k | 86.65 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $607k | 4.2k | 146.28 |
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| Home Depot (HD) | 0.2 | $595k | -66% | 1.8k | 328.89 |
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| Oshkosh Corporation (OSK) | 0.2 | $594k | -4% | 4.0k | 147.21 |
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| Middleby Corporation (MIDD) | 0.2 | $583k | -2% | 4.4k | 132.58 |
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| Morgan Stanley Com New (MS) | 0.2 | $578k | 3.5k | 164.57 |
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| Dollar General (DG) | 0.2 | $572k | -5% | 4.8k | 118.73 |
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| Chewy Cl A (CHWY) | 0.2 | $553k | NEW | 21k | 27.00 |
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| Adt (ADT) | 0.2 | $550k | -3% | 84k | 6.57 |
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| Oneok (OKE) | 0.2 | $533k | 5.9k | 90.39 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $502k | 5.4k | 93.31 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.2 | $501k | NEW | 2.1k | 233.26 |
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| Western Digital (WDC) | 0.2 | $494k | NEW | 1.8k | 270.49 |
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| Sharkninja Com Shs (SN) | 0.2 | $490k | -5% | 4.6k | 105.90 |
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| Aptiv Com Shs (APTV) | 0.2 | $487k | -3% | 7.0k | 69.44 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $481k | 3.7k | 130.94 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $474k | 907.00 | 522.71 |
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| Ameriprise Financial (AMP) | 0.1 | $473k | -37% | 1.1k | 444.40 |
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| Omni (OMC) | 0.1 | $472k | -2% | 6.3k | 75.31 |
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| Truist Financial Corp equities (TFC) | 0.1 | $465k | 10k | 45.97 |
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| Franklin Resources (BEN) | 0.1 | $456k | 19k | 23.62 |
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| Constellation Energy (CEG) | 0.1 | $452k | NEW | 1.6k | 279.25 |
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| Colgate-Palmolive Company (CL) | 0.1 | $446k | -48% | 5.2k | 85.23 |
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| Verisk Analytics (VRSK) | 0.1 | $438k | NEW | 2.3k | 189.75 |
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| Emerson Electric (EMR) | 0.1 | $424k | 3.2k | 131.02 |
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| Walt Disney Company (DIS) | 0.1 | $419k | -5% | 4.4k | 96.38 |
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| Carnival Corp Common Stock (CCL) | 0.1 | $418k | NEW | 16k | 25.88 |
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| Abbott Laboratories (ABT) | 0.1 | $407k | -39% | 4.0k | 102.67 |
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| D.R. Horton (DHI) | 0.1 | $400k | -2% | 2.9k | 137.22 |
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| Metropcs Communications (TMUS) | 0.1 | $391k | -2% | 1.9k | 210.03 |
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| Macy's (M) | 0.1 | $390k | -5% | 22k | 18.09 |
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| Maplebear (CART) | 0.1 | $353k | -3% | 9.4k | 37.46 |
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| Eaton Corp SHS (ETN) | 0.1 | $353k | 986.00 | 357.67 |
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| Verizon Communications (VZ) | 0.1 | $321k | 6.4k | 50.20 |
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| Travel Leisure Ord (TNL) | 0.1 | $317k | -2% | 4.6k | 69.19 |
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| Nortonlifelock (GEN) | 0.1 | $312k | -3% | 17k | 18.83 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $293k | 3.1k | 93.29 |
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| Genpact SHS (G) | 0.1 | $276k | -69% | 7.4k | 37.25 |
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| Us Bancorp Com New (USB) | 0.1 | $267k | 5.1k | 52.01 |
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| Target Corporation (TGT) | 0.1 | $253k | 2.1k | 121.20 |
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| International Paper Company (IP) | 0.1 | $237k | 6.6k | 35.70 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $220k | 2.2k | 98.38 |
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| Digital Realty Trust (DLR) | 0.1 | $204k | NEW | 1.1k | 180.21 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $201k | 2.1k | 96.47 |
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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 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
- Wright Investors Service 2022 Q2 filed Aug. 2, 2022