Wright Investors Service as of Dec. 31, 2025
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 | 91k | 186.50 | |
| Apple (AAPL) | 4.9 | $16M | 60k | 271.86 | |
| Microsoft Corporation (MSFT) | 4.8 | $16M | 33k | 483.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $14M | 43k | 313.00 | |
| Broadcom (AVGO) | 3.9 | $13M | 37k | 346.10 | |
| Amazon (AMZN) | 3.7 | $12M | 53k | 230.82 | |
| Meta Platforms Cl A (META) | 3.2 | $11M | 16k | 660.09 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $8.3M | 26k | 322.22 | |
| Gilead Sciences (GILD) | 2.1 | $7.0M | 57k | 122.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $6.6M | 21k | 313.80 | |
| Progressive Corporation (PGR) | 1.9 | $6.3M | 28k | 227.72 | |
| Caterpillar (CAT) | 1.9 | $6.2M | 11k | 572.87 | |
| American Express Company (AXP) | 1.8 | $6.2M | 17k | 369.95 | |
| Charles Schwab Corporation (SCHW) | 1.8 | $6.1M | 61k | 99.91 | |
| Bristol Myers Squibb (BMY) | 1.7 | $5.6M | 105k | 53.94 | |
| Tesla Motors (TSLA) | 1.7 | $5.6M | 12k | 449.72 | |
| Bank of America Corporation (BAC) | 1.6 | $5.2M | 95k | 55.00 | |
| Visa Com Cl A (V) | 1.4 | $4.8M | 14k | 350.71 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $4.6M | 38k | 120.34 | |
| Coca-Cola Company (KO) | 1.3 | $4.5M | 64k | 69.91 | |
| Applied Materials (AMAT) | 1.3 | $4.4M | 17k | 256.99 | |
| Nrg Energy Com New (NRG) | 1.2 | $4.1M | 26k | 159.24 | |
| UnitedHealth (UNH) | 1.2 | $4.0M | 12k | 330.11 | |
| Nextera Energy (NEE) | 1.2 | $3.9M | 49k | 80.28 | |
| Abbvie (ABBV) | 1.2 | $3.9M | 17k | 228.49 | |
| Goldman Sachs (GS) | 1.2 | $3.9M | 4.4k | 879.00 | |
| Cisco Systems (CSCO) | 1.1 | $3.6M | 47k | 77.03 | |
| Synchrony Financial (SYF) | 1.0 | $3.4M | 41k | 83.43 | |
| Eli Lilly & Co. (LLY) | 0.9 | $3.0M | 2.8k | 1074.68 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $3.0M | 99k | 29.89 | |
| Oracle Corporation (ORCL) | 0.9 | $2.9M | 15k | 194.91 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.9 | $2.8M | 41k | 69.40 | |
| Wal-Mart Stores (WMT) | 0.8 | $2.8M | 25k | 111.41 | |
| Amgen (AMGN) | 0.8 | $2.8M | 8.4k | 327.31 | |
| International Business Machines (IBM) | 0.7 | $2.5M | 8.4k | 296.21 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $2.3M | 8.7k | 268.30 | |
| Wells Fargo & Company (WFC) | 0.7 | $2.3M | 25k | 93.20 | |
| eBay (EBAY) | 0.7 | $2.3M | 26k | 87.10 | |
| NetApp (NTAP) | 0.7 | $2.2M | 20k | 107.09 | |
| Blackrock (BLK) | 0.6 | $2.1M | 1.9k | 1070.34 | |
| Pulte (PHM) | 0.6 | $2.1M | 18k | 117.26 | |
| Pfizer (PFE) | 0.6 | $2.0M | 79k | 24.90 | |
| Citigroup Com New (C) | 0.6 | $2.0M | 17k | 116.69 | |
| Lam Research Corp Com New (LRCX) | 0.6 | $1.9M | 11k | 171.18 | |
| Home Depot (HD) | 0.6 | $1.9M | 5.5k | 344.10 | |
| Arista Networks Com Shs (ANET) | 0.6 | $1.8M | 14k | 131.03 | |
| Expedia Group Com New (EXPE) | 0.6 | $1.8M | 6.5k | 283.31 | |
| Costco Wholesale Corporation (COST) | 0.5 | $1.8M | 2.1k | 862.34 | |
| Netflix (NFLX) | 0.5 | $1.8M | 19k | 93.76 | |
| Kroger (KR) | 0.5 | $1.8M | 28k | 62.48 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $1.7M | 9.4k | 183.40 | |
| Qualcomm (QCOM) | 0.5 | $1.7M | 9.7k | 171.05 | |
| Applovin Corp Com Cl A (APP) | 0.5 | $1.7M | 2.4k | 673.82 | |
| salesforce (CRM) | 0.5 | $1.6M | 6.2k | 264.91 | |
| TJX Companies (TJX) | 0.5 | $1.6M | 11k | 153.61 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.6M | 3.2k | 502.65 | |
| Freeport-mcmoran CL B (FCX) | 0.5 | $1.6M | 32k | 50.79 | |
| Boeing Company (BA) | 0.5 | $1.6M | 7.4k | 217.12 | |
| Vici Pptys (VICI) | 0.5 | $1.6M | 57k | 28.12 | |
| Cigna Corp (CI) | 0.5 | $1.6M | 5.8k | 275.23 | |
| Chubb (CB) | 0.5 | $1.5M | 4.9k | 312.12 | |
| Jabil Circuit (JBL) | 0.5 | $1.5M | 6.7k | 228.02 | |
| Cbre Group Cl A (CBRE) | 0.5 | $1.5M | 9.4k | 160.79 | |
| Palo Alto Networks (PANW) | 0.4 | $1.5M | 8.0k | 184.20 | |
| Pepsi (PEP) | 0.4 | $1.4M | 9.9k | 143.52 | |
| Zoom Communications Cl A (ZM) | 0.4 | $1.3M | 16k | 86.29 | |
| Philip Morris International (PM) | 0.4 | $1.3M | 8.2k | 160.40 | |
| Omega Healthcare Investors (OHI) | 0.4 | $1.2M | 28k | 44.34 | |
| Valero Energy Corporation (VLO) | 0.4 | $1.2M | 7.3k | 162.79 | |
| Uber Technologies (UBER) | 0.4 | $1.2M | 14k | 81.71 | |
| Tko Group Holdings Cl A (TKO) | 0.3 | $1.1M | 5.5k | 209.00 | |
| Micron Technology (MU) | 0.3 | $1.1M | 4.0k | 285.41 | |
| Genpact SHS (G) | 0.3 | $1.1M | 24k | 46.78 | |
| At&t (T) | 0.3 | $1.1M | 46k | 24.84 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $1.1M | 4.9k | 217.06 | |
| Chevron Corporation (CVX) | 0.3 | $1.0M | 6.7k | 152.41 | |
| Us Foods Hldg Corp call (USFD) | 0.3 | $1.0M | 13k | 75.32 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $1.0M | 12k | 82.02 | |
| AmerisourceBergen (COR) | 0.3 | $965k | 2.9k | 337.75 | |
| Steel Dynamics (STLD) | 0.3 | $941k | 5.6k | 169.45 | |
| ConocoPhillips (COP) | 0.3 | $917k | 9.8k | 93.61 | |
| MGM Resorts International. (MGM) | 0.3 | $911k | 25k | 36.49 | |
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $868k | 5.4k | 162.01 | |
| MasTec (MTZ) | 0.2 | $831k | 3.8k | 217.37 | |
| Ameriprise Financial (AMP) | 0.2 | $829k | 1.7k | 490.34 | |
| Amphenol Corp Cl A (APH) | 0.2 | $823k | 6.1k | 135.14 | |
| Abbott Laboratories (ABT) | 0.2 | $817k | 6.5k | 125.29 | |
| Colgate-Palmolive Company (CL) | 0.2 | $800k | 10k | 79.02 | |
| EOG Resources (EOG) | 0.2 | $778k | 7.4k | 105.01 | |
| C H Robinson Worldwide Com New (CHRW) | 0.2 | $759k | 4.7k | 160.76 | |
| CRH Ord (CRH) | 0.2 | $754k | 6.0k | 124.80 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $739k | 4.2k | 177.75 | |
| Mueller Industries (MLI) | 0.2 | $728k | 6.3k | 114.80 | |
| Adt (ADT) | 0.2 | $698k | 87k | 8.07 | |
| Flex Ord (FLEX) | 0.2 | $682k | 11k | 60.42 | |
| Dollar General (DG) | 0.2 | $674k | 5.1k | 132.77 | |
| Middleby Corporation (MIDD) | 0.2 | $672k | 4.5k | 148.67 | |
| Morgan Stanley Com New (MS) | 0.2 | $621k | 3.5k | 177.53 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $618k | 9.6k | 64.31 | |
| Host Hotels & Resorts (HST) | 0.2 | $616k | 35k | 17.73 | |
| Bj's Wholesale Club Holdings (BJ) | 0.2 | $614k | 6.8k | 90.03 | |
| CSX Corporation (CSX) | 0.2 | $608k | 17k | 36.25 | |
| Five Below (FIVE) | 0.2 | $605k | 3.2k | 188.36 | |
| Paypal Holdings (PYPL) | 0.2 | $591k | 10k | 58.38 | |
| New York Times Cl A (NYT) | 0.2 | $580k | 8.4k | 69.42 | |
| Emcor (EME) | 0.2 | $579k | 946.00 | 611.79 | |
| PNC Financial Services (PNC) | 0.2 | $574k | 2.8k | 208.73 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $556k | 919.00 | 605.01 | |
| Aptiv Com Shs (APTV) | 0.2 | $550k | 7.2k | 76.09 | |
| Sharkninja Com Shs (SN) | 0.2 | $546k | 4.9k | 111.90 | |
| Oshkosh Corporation (OSK) | 0.2 | $532k | 4.2k | 125.63 | |
| Omni (OMC) | 0.2 | $522k | 6.5k | 80.75 | |
| Walt Disney Company (DIS) | 0.2 | $522k | 4.6k | 113.77 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $505k | 5.4k | 94.20 | |
| Macy's (M) | 0.2 | $501k | 23k | 22.05 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $500k | 12k | 41.12 | |
| American Homes 4 Rent Cl A (AMH) | 0.1 | $497k | 16k | 32.10 | |
| BP Sponsored Adr (BP) | 0.1 | $497k | 14k | 34.73 | |
| Truist Financial Corp equities (TFC) | 0.1 | $495k | 10k | 49.21 | |
| UGI Corporation (UGI) | 0.1 | $493k | 13k | 37.43 | |
| Generac Holdings (GNRC) | 0.1 | $489k | 3.6k | 136.37 | |
| AGCO Corporation (AGCO) | 0.1 | $477k | 4.6k | 104.32 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $477k | 1.4k | 349.99 | |
| Nortonlifelock (GEN) | 0.1 | $465k | 17k | 27.19 | |
| Franklin Resources (BEN) | 0.1 | $458k | 19k | 23.89 | |
| Maplebear (CART) | 0.1 | $438k | 9.7k | 44.98 | |
| Oneok (OKE) | 0.1 | $432k | 5.9k | 73.50 | |
| D.R. Horton (DHI) | 0.1 | $432k | 3.0k | 144.03 | |
| Emerson Electric (EMR) | 0.1 | $430k | 3.2k | 132.72 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $429k | 3.7k | 117.21 | |
| Baker Hughes Company Cl A (BKR) | 0.1 | $424k | 9.3k | 45.54 | |
| Advanced Micro Devices (AMD) | 0.1 | $413k | 1.9k | 214.16 | |
| Metropcs Communications (TMUS) | 0.1 | $389k | 1.9k | 203.04 | |
| Merck & Co (MRK) | 0.1 | $385k | 3.7k | 105.26 | |
| Fortinet (FTNT) | 0.1 | $368k | 4.6k | 79.41 | |
| Arch Cap Group Ord (ACGL) | 0.1 | $359k | 3.7k | 95.92 | |
| American Tower Reit (AMT) | 0.1 | $342k | 1.9k | 175.57 | |
| Travel Leisure Ord (TNL) | 0.1 | $332k | 4.7k | 70.53 | |
| Eaton Corp SHS (ETN) | 0.1 | $315k | 990.00 | 318.51 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $287k | 594.00 | 483.67 | |
| Us Bancorp Del Com New (USB) | 0.1 | $273k | 5.1k | 53.36 | |
| International Paper Company (IP) | 0.1 | $261k | 6.6k | 39.39 | |
| Verizon Communications (VZ) | 0.1 | $261k | 6.4k | 40.73 | |
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $254k | 3.2k | 80.03 | |
| United Parcel Service CL B (UPS) | 0.1 | $222k | 2.2k | 99.19 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $210k | 2.1k | 100.89 | |
| Target Corporation (TGT) | 0.1 | $204k | 2.1k | 97.75 |
