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