Wright Investors' Service

Wright Investors Service as of March 31, 2025

Portfolio Holdings for Wright Investors Service

Wright Investors Service holds 141 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.4 $16M 73k 222.13
Microsoft Corporation (MSFT) 5.0 $15M 41k 375.39
Meta Platforms Cl A (META) 3.9 $12M 21k 576.36
NVIDIA Corporation (NVDA) 3.9 $12M 109k 108.38
Amazon (AMZN) 3.6 $11M 57k 190.26
Progressive Corporation (PGR) 2.9 $8.7M 31k 283.01
Abbvie (ABBV) 2.7 $8.0M 38k 209.52
Visa Com Cl A (V) 2.4 $7.3M 21k 350.46
JPMorgan Chase & Co. (JPM) 2.3 $7.0M 29k 245.30
Broadcom (AVGO) 2.3 $6.9M 41k 167.43
Coca-Cola Company (KO) 2.1 $6.5M 90k 71.62
Alphabet Cap Stk Cl C (GOOG) 2.1 $6.4M 41k 156.23
American Express Company (AXP) 2.0 $6.1M 23k 269.05
Gilead Sciences (GILD) 1.9 $5.7M 51k 112.05
Bristol Myers Squibb (BMY) 1.8 $5.5M 89k 60.99
Exxon Mobil Corporation (XOM) 1.8 $5.4M 46k 118.93
Home Depot (HD) 1.8 $5.4M 15k 366.49
Caterpillar (CAT) 1.7 $5.3M 16k 329.80
Alphabet Cap Stk Cl A (GOOGL) 1.5 $4.7M 30k 154.64
UnitedHealth (UNH) 1.5 $4.4M 8.4k 523.75
Oracle Corporation (ORCL) 1.4 $4.2M 30k 139.81
Bank of America Corporation (BAC) 1.3 $4.0M 97k 41.73
salesforce (CRM) 1.3 $4.0M 15k 268.36
Applied Materials (AMAT) 1.3 $3.8M 26k 145.12
Cigna Corp (CI) 1.2 $3.5M 11k 329.00
Comcast Corp Cl A (CMCSA) 1.1 $3.4M 92k 36.90
Tesla Motors (TSLA) 1.1 $3.3M 13k 259.16
Nrg Energy Com New (NRG) 1.0 $3.1M 32k 95.46
Netflix (NFLX) 1.0 $3.0M 3.2k 932.53
Cisco Systems (CSCO) 0.9 $2.8M 46k 61.71
Nextera Energy (NEE) 0.9 $2.6M 37k 70.89
Goldman Sachs (GS) 0.9 $2.6M 4.7k 546.29
Chubb (CB) 0.8 $2.6M 8.5k 301.99
Vici Pptys (VICI) 0.8 $2.4M 74k 32.62
Howmet Aerospace (HWM) 0.8 $2.4M 18k 129.73
Costco Wholesale Corporation (COST) 0.7 $2.2M 2.4k 945.78
International Business Machines (IBM) 0.7 $2.2M 8.9k 248.66
Eli Lilly & Co. (LLY) 0.7 $2.2M 2.7k 825.91
Qualcomm (QCOM) 0.7 $2.1M 14k 153.61
Colgate-Palmolive Company (CL) 0.7 $2.1M 22k 93.70
TJX Companies (TJX) 0.7 $2.1M 17k 121.80
Amgen (AMGN) 0.7 $2.0M 6.6k 311.55
Synchrony Financial (SYF) 0.7 $2.0M 38k 52.94
Delta Air Lines Inc Del Com New (DAL) 0.6 $1.9M 44k 43.60
Adobe Systems Incorporated (ADBE) 0.6 $1.8M 4.7k 383.53
Blackrock (BLK) 0.6 $1.8M 1.9k 946.48
Pulte (PHM) 0.6 $1.8M 17k 102.80
Kroger (KR) 0.6 $1.7M 25k 67.69
Cbre Group Cl A (CBRE) 0.6 $1.7M 13k 130.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.6M 3.1k 532.58
Citigroup Com New (C) 0.5 $1.6M 23k 70.99
eBay (EBAY) 0.5 $1.6M 24k 67.73
At&t (T) 0.5 $1.6M 56k 28.28
Ameriprise Financial (AMP) 0.5 $1.5M 3.0k 484.11
Howard Hughes Holdings (HHH) 0.5 $1.4M 19k 74.08
Wells Fargo & Company (WFC) 0.5 $1.4M 20k 71.79
Philip Morris International (PM) 0.5 $1.4M 8.7k 158.73
MetLife (MET) 0.4 $1.3M 17k 80.29
Raytheon Technologies Corp (RTX) 0.4 $1.3M 10k 132.46
Omega Healthcare Investors (OHI) 0.4 $1.3M 34k 38.08
UGI Corporation (UGI) 0.4 $1.2M 37k 33.07
American Tower Reit (AMT) 0.4 $1.2M 5.6k 217.60
Chevron Corporation (CVX) 0.4 $1.2M 7.1k 167.29
Zoom Communications Cl A (ZM) 0.4 $1.2M 16k 73.77
EOG Resources (EOG) 0.4 $1.1M 8.8k 128.24
Tko Group Holdings Cl A (TKO) 0.4 $1.1M 7.1k 152.81
AmerisourceBergen (COR) 0.4 $1.1M 3.9k 278.09
Expedia Group Com New (EXPE) 0.3 $1.0M 6.0k 168.10
Parker-Hannifin Corporation (PH) 0.3 $1.0M 1.7k 607.85
Ge Healthcare Technologies I Common Stock (GEHC) 0.3 $1.0M 12k 80.71
ConocoPhillips (COP) 0.3 $999k 9.5k 105.02
CRH Ord (CRH) 0.3 $959k 11k 87.97
Us Foods Hldg Corp call (USFD) 0.3 $955k 15k 65.46
Verizon Communications (VZ) 0.3 $953k 21k 45.36
Arch Cap Group Ord (ACGL) 0.3 $949k 9.9k 96.18
Abbott Laboratories (ABT) 0.3 $937k 7.1k 132.65
Servicenow (NOW) 0.3 $927k 1.2k 796.14
Merck & Co (MRK) 0.3 $888k 9.9k 89.76
Applovin Corp Com Cl A (APP) 0.3 $883k 3.3k 264.97
Uber Technologies (UBER) 0.3 $865k 12k 72.86
United Parcel Service CL B (UPS) 0.3 $853k 7.8k 109.99
Walt Disney Company (DIS) 0.3 $849k 8.6k 98.70
FedEx Corporation (FDX) 0.3 $838k 3.4k 243.78
Honeywell International (HON) 0.3 $835k 3.9k 211.75
Builders FirstSource (BLDR) 0.3 $820k 6.6k 124.94
MGM Resorts International. (MGM) 0.3 $790k 27k 29.64
Arista Networks Com Shs (ANET) 0.3 $785k 10k 77.48
Emerson Electric (EMR) 0.3 $781k 7.1k 109.64
Paypal Holdings (PYPL) 0.2 $701k 11k 65.25
Fiserv (FI) 0.2 $678k 3.1k 220.83
Steel Dynamics (STLD) 0.2 $677k 5.4k 125.08
Occidental Petroleum Corporation (OXY) 0.2 $640k 13k 49.36
Oneok (OKE) 0.2 $617k 6.2k 99.22
Pfizer (PFE) 0.2 $617k 24k 25.34
Advanced Micro Devices (AMD) 0.2 $615k 6.0k 102.74
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $602k 1.2k 484.82
Advanced Drain Sys Inc Del (WMS) 0.2 $585k 5.4k 108.65
Ge Vernova (GEV) 0.2 $584k 1.9k 305.28
LKQ Corporation (LKQ) 0.2 $579k 14k 42.54
Nxp Semiconductors N V (NXPI) 0.2 $579k 3.0k 190.06
Centene Corporation (CNC) 0.2 $578k 9.5k 60.71
Adt (ADT) 0.2 $578k 71k 8.14
Valero Energy Corporation (VLO) 0.2 $576k 4.4k 132.07
Fox Corp Cl A Com (FOXA) 0.2 $568k 10k 56.60
Tempur-Pedic International (SGI) 0.2 $566k 9.4k 59.88
Freeport-mcmoran CL B (FCX) 0.2 $564k 15k 37.86
Pilgrim's Pride Corporation (PPC) 0.2 $557k 10k 54.51
Metropcs Communications (TMUS) 0.2 $546k 2.0k 266.71
Host Hotels & Resorts (HST) 0.2 $535k 38k 14.21
Digital Realty Trust (DLR) 0.2 $532k 3.7k 143.29
Vertiv Holdings Com Cl A (VRT) 0.2 $526k 7.3k 72.20
BP Sponsored Adr (BP) 0.2 $514k 15k 33.79
PNC Financial Services (PNC) 0.2 $511k 2.9k 175.77
Nortonlifelock (GEN) 0.2 $484k 18k 26.54
CSX Corporation (CSX) 0.2 $479k 16k 29.43
Charter Communications Inc N Cl A (CHTR) 0.2 $476k 1.3k 368.53
Duke Energy Corp Com New (DUK) 0.2 $473k 3.9k 121.97
Silgan Holdings (SLGN) 0.2 $473k 9.2k 51.12
American Homes 4 Rent Cl A (AMH) 0.2 $465k 12k 37.81
Coca-Cola Bottling Co. Consolidated (COKE) 0.2 $462k 342.00 1350.00
Truist Financial Corp equities (TFC) 0.1 $436k 11k 41.15
Baker Hughes Company Cl A (BKR) 0.1 $435k 9.9k 43.95
Morgan Stanley Com New (MS) 0.1 $427k 3.7k 116.67
Microchip Technology (MCHP) 0.1 $420k 8.7k 48.41
Jabil Circuit (JBL) 0.1 $415k 3.0k 136.07
Hewlett Packard Enterprise (HPE) 0.1 $397k 26k 15.43
Lennar Corp Cl A (LEN) 0.1 $393k 3.4k 114.78
Franklin Resources (BEN) 0.1 $390k 20k 19.25
Emcor (EME) 0.1 $382k 1.0k 369.63
International Paper Company (IP) 0.1 $375k 7.0k 53.35
Toronto Dominion Bk Ont Com New (TD) 0.1 $339k 5.7k 59.94
Schlumberger Com Stk (SLB) 0.1 $316k 7.6k 41.80
Kimberly-Clark Corporation (KMB) 0.1 $314k 2.2k 142.22
Eaton Corp SHS (ETN) 0.1 $312k 1.1k 271.83
Lockheed Martin Corporation (LMT) 0.1 $283k 633.00 446.71
Paychex (PAYX) 0.1 $250k 1.6k 154.28
Travel Leisure Ord (TNL) 0.1 $249k 5.4k 46.29
Target Corporation (TGT) 0.1 $228k 2.2k 104.36
Us Bancorp Del Com New (USB) 0.1 $228k 5.4k 42.22
Rio Tinto Sponsored Adr (RIO) 0.1 $212k 3.5k 60.08
Haleon Spon Ads (HLN) 0.0 $133k 13k 10.29