Wright Investors Service Inc.

Name: WRIGHT INVESTORS SERVICE INC 13F holdings, Q4 2024
Creator: WRIGHT INVESTORS SERVICE INC
Published: 2025-01-13

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Wright Investors Service Inc. reported 133 stock positions worth $307.9 million. Its top holding was Apple (AAPL) at 6.5% of the portfolio, followed by Microsoft (MSFT, 5.3%) and Nvidia (NVDA, 4.7%). Compared with Q3 2024, it opened 9 new positions, sold out of 13, added to 31 and reduced 93. The biggest buy was Nvidia (NVDA, shares +9%) and the biggest sale Unitedhealth (UNH, shares −41%).

Most Recent 13F: Q2 2026
Location: SHELTON, CT
CIK: 0000108572
Portfolio Value: $307.9M (Q4 2024)
SEC Filing: 0001062993-25-000721 ↗ filed Jan 13, 2025

Holdings Value

Holdings 133 stocks · $307.9M


AAPL Apple Inc.	6.55%	80,505	$20.2M	Reduce -7.8%
MSFT Microsoft Corp.	5.26%	38,428	$16.2M	Reduce -24.0%
NVDA Nvidia Corp.	4.67%	107,104	$14.4M	Add +8.6%
AMZN Amazon.com Inc.	3.85%	53,987	$11.8M	Reduce -11.1%
META Meta Platforms Inc. Class A	3.77%	19,821	$11.6M	Reduce -19.1%
AVGO Broadcom Inc.	3.40%	45,200	$10.5M	Reduce -11.3%
JPM JPMorgan Chase & Co.	2.33%	29,941	$7.2M	Reduce -16.4%
HD Home Depot Inc.	2.28%	18,017	$7.0M	Reduce -28.6%
PGR Progressive Corp.	2.26%	29,031	$7.0M	Reduce -12.3%
GOOG Alphabet Inc. Class C	2.18%	35,201	$6.7M	Reduce -14.9%
CAT Caterpillar Inc.	2.07%	17,573	$6.4M	Add +24.5%
V Visa Inc. Class A	2.00%	19,441	$6.1M	Reduce -14.3%
ABBV Abbvie Inc.	1.99%	34,480	$6.1M	Reduce -28.9%
KO The Coca-Cola Co.	1.80%	88,840	$5.5M	Reduce -29.4%
GOOGL Alphabet Inc. Class A	1.73%	28,103	$5.3M	Reduce -0.4%
BMY Bristol-Myers Squibb Co.	1.65%	89,613	$5.1M	Reduce -25.2%
ORCL Oracle Corp.	1.63%	30,082	$5.0M	Add +6.6%
XOM Exxon Mobil Corp.	1.58%	45,345	$4.9M	Reduce -9.6%
AXP American Express Co.	1.52%	15,823	$4.7M	Reduce -13.0%
AMAT Applied Materials Inc.	1.50%	28,346	$4.6M	Reduce -12.8%
GILD Gilead Sciences Inc.	1.45%	48,181	$4.5M	Reduce -24.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP	1.23%	86,417	$3.8M	Add +0.7%
UNH Unitedhealth Group Inc.	1.18%	7,201	$3.6M	Reduce -40.5%
CMCSA Comcast Corp. Class A	1.12%	92,088	$3.5M	Reduce -26.0%
CRM Salesforce Inc.	1.12%	10,329	$3.5M	Reduce -11.7%
CI The Cigna Group	1.06%	11,862	$3.3M	Reduce -2.4%
NRG NRG Energy Inc.	0.94%	32,231	$2.9M	Add +9.8%
SYF Synchrony Financial	0.91%	43,186	$2.8M	Reduce -15.2%
CSCO Cisco Systems Inc.	0.88%	45,930	$2.7M	Reduce -41.3%
NEE Nextera Energy Inc.	0.86%	37,078	$2.7M	Reduce -19.3%
NFLX Netflix Inc.	0.86%	2,965	$2.6M	Reduce -8.2%
DAL Delta Air Lines Inc.	0.86%	43,670	$2.6M	Add +18.4%
PHM Pultegroup Inc.	0.85%	23,930	$2.6M	Reduce -24.2%
COST Costco Wholesale Corp.	0.82%	2,741	$2.5M	Reduce -20.2%
TSLA Tesla Inc.	0.78%	5,980	$2.4M	Reduce -8.1%
KR Kroger Co.	0.78%	39,197	$2.4M	Add +0.7%
CB Chubb Ltd.	0.76%	8,440	$2.3M	Reduce -10.2%
PM Philip Morris International	0.72%	18,495	$2.2M	Reduce -52.2%
GS Goldman Sachs Group Inc.	0.70%	3,772	$2.2M	Add +0.7%
VICI Vici Properties Inc. filed as VICI PPTYS INC	0.69%	73,031	$2.1M	Add +0.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.68%	17,276	$2.1M	Reduce -8.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.67%	9,332	$2.1M	Reduce -49.1%
PH Parker Hannifin Corp.	0.66%	3,185	$2.0M	Add +236.7%
HWM Howmet Aerospace Inc.	0.62%	17,434	$1.9M	New
LLY Eli Lilly & Co.	0.62%	2,461	$1.9M	Reduce -33.3%
SYY Sysco Corp.	0.61%	24,759	$1.9M	Reduce -25.4%
CSX CSX Corp.	0.61%	58,559	$1.9M	Reduce -11.2%
QCOM Qualcomm Inc.	0.61%	12,133	$1.9M	Reduce -15.5%
JBL Jabil Inc.	0.60%	12,861	$1.9M	New
USFD US Foods Holding Corp.	0.59%	27,019	$1.8M	Add +0.2%
COR Cencora Inc.	0.55%	7,522	$1.7M	Add +253.0%
C Citigroup Inc.	0.54%	23,757	$1.7M	Reduce -47.7%
CBRE CBRE Group Inc. Class A	0.53%	12,466	$1.6M	Reduce -24.4%
APP AppLovin Corp. Class A	0.51%	4,820	$1.6M	Reduce -39.8%
CVS CVS Health Corp.	0.49%	33,752	$1.5M	Reduce -13.3%
HHH Howard Hughes Holdings Inc.	0.48%	19,078	$1.5M	Add +0.7%
COP Conocophillips	0.47%	14,595	$1.4M	Add +18.8%
EBAY eBay Inc.	0.47%	23,255	$1.4M	Reduce -17.2%
CRH CRH PLC	0.44%	14,584	$1.3M	Add +0.3%
MET Metlife Inc.	0.43%	16,291	$1.3M	Reduce -24.4%
UPS United Parcel Service Class B	0.43%	10,575	$1.3M	Reduce -43.0%
T AT&T Inc.	0.43%	58,537	$1.3M	Reduce -52.5%
OHI Omega Healthcare Investors	0.42%	34,187	$1.3M	Reduce -48.4%
ZM Zoom Communications Inc.	0.42%	15,839	$1.3M	Add +0.7%
MDLZ Mondelez International Inc. Class A	0.39%	20,234	$1.2M	Reduce -9.3%
DLR Digital Realty Trust Inc.	0.38%	6,572	$1.2M	Reduce -40.1%
MRK Merck & Co. Inc.	0.38%	11,703	$1.2M	Reduce -45.3%
RTX RTX Corp.	0.38%	10,031	$1.2M	Add +0.7%
HON Honeywell International Inc.	0.37%	5,037	$1.1M	Reduce -43.2%
CVX Chevron Corp.	0.35%	7,476	$1.1M	Reduce -47.5%
UGI Ugi Corp.	0.34%	37,206	$1.1M	Add +1.3%
BLDR Builders Firstsource Inc.	0.33%	7,100	$1.0M	Reduce -0.6%
HST Host Hotels & Resorts Inc.	0.32%	56,144	$984K	Add +0.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.31%	8,665	$965K	Add +72.5%
WFC Wells Fargo & Co.	0.31%	13,397	$941K	Add +0.7%
AMT American Tower Corp.	0.30%	5,094	$934K	Reduce -8.1%
MGM MGM Resorts International	0.30%	26,863	$931K	Add +0.7%
GDDY GoDaddy Inc. Class A	0.30%	4,705	$929K	Reduce -8.5%
EMR Emerson Electric Co.	0.30%	7,480	$927K	Reduce -61.8%
PYPL PayPal Holdings Inc.	0.30%	10,821	$924K	Add +0.7%
ACGL Arch Capital Group Ltd.	0.30%	9,944	$918K	Reduce -51.6%
ADBE Adobe Inc.	0.29%	2,029	$902K	Reduce -68.6%
GEHC GE Healthcare Technology	0.29%	11,365	$889K	Reduce -7.9%
VZ Verizon Communications Inc.	0.28%	21,814	$872K	Reduce -41.8%
CTSH Cognizant Tech Solutions-A	0.28%	11,143	$857K	Add +0.7%
WEC WEC Energy Group Inc.	0.26%	8,511	$800K	Add +0.7%
CNC Centene Corp.	0.25%	12,843	$778K	Add +0.7%
VRT Vertiv Holdings Co. Class A	0.25%	6,685	$759K	Reduce -8.1%
TGT Target Corp.	0.24%	5,571	$753K	Reduce -25.7%
AMD Advanced Micro Devices	0.23%	5,839	$705K	Reduce -24.4%
EOG EOG Resources Inc.	0.23%	5,704	$699K	Reduce -36.4%
BLK BlackRock Inc.	0.22%	675	$692K	Reduce -67.9%
OKE Oneok Inc.	0.22%	6,834	$686K	Reduce -67.6%
UBER Uber Technologies Inc.	0.21%	10,898	$657K	Reduce -8.1%
WMS Advanced Drainage Systems Inc.	0.20%	5,409	$625K	Reduce -1.3%
NXPI NXP Semiconductors NV	0.20%	2,975	$618K	Reduce -23.5%
PNC PNC Financial Services Group	0.20%	3,194	$616K	Reduce -67.8%
STLD Steel Dynamics Inc.	0.20%	5,285	$603K	Reduce -24.4%
FISV Fiserv Inc.	0.19%	2,813	$578K	Reduce -8.2%
FCX Freeport-McMoran Inc.	0.19%	14,998	$571K	Add +33.0%
VLO Valero Energy Corp.	0.18%	4,528	$555K	Reduce -42.5%
BKNG Booking Holdings Inc.	0.17%	106	$527K	New
NVT Nvent Electric PLC	0.17%	7,612	$519K	Reduce -2.6%
MS Morgan Stanley	0.16%	4,019	$505K	Reduce -68.0%
TFC Truist Financial Corp.	0.16%	11,642	$505K	Reduce -67.7%
LKQ LKQ Corp.	0.16%	13,720	$504K	Add +0.7%
GEN Gen Digital Inc.	0.16%	18,357	$503K	New
MCHP Microchip Technology Inc.	0.16%	8,738	$501K	Add +0.7%
PR Permian Resources Corp. Class A	0.16%	34,616	$498K	New
ADT Adt Inc.	0.16%	71,531	$494K	New
BP BP PLC-Spons ADR	0.16%	16,676	$493K	Reduce -67.5%
FOXA Fox Corp. Class A	0.16%	10,124	$492K	Add +0.7%
EME Emcor Group Inc.	0.16%	1,067	$484K	New
LEN Lennar Corp. Class A	0.15%	3,448	$470K	Reduce -68.7%
SO The Southern Co.	0.15%	5,654	$465K	Reduce -46.5%
AMH American Homes 4 Rent- A	0.15%	12,379	$463K	Reduce -0.1%
DUK Duke Energy Corp.	0.15%	4,248	$458K	Reduce -67.7%
PFE Pfizer Inc.	0.15%	16,885	$448K	New
BEN Franklin Templeton Inc.	0.15%	22,049	$447K	Reduce -67.5%
ETN Eaton Corp. PLC	0.14%	1,274	$423K	Reduce -65.4%
IP International Paper Co.	0.13%	7,705	$415K	Reduce -67.7%
INGR Ingredion Inc.	0.13%	3,004	$413K	Reduce -0.6%
MCK McKesson Corp.	0.12%	647	$369K	Reduce -81.0%
LMT Lockheed Martin Corp.	0.11%	699	$340K	Reduce -68.0%
TD Toronto-Dominion Bank	0.11%	6,195	$330K	Reduce -67.8%
KMB Kimberly-Clark Corp.	0.10%	2,426	$318K	Reduce -67.7%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	0.09%	7,626	$292K	Add +0.7%
TNL Travel + Leisure Co.	0.09%	5,779	$292K	Reduce -63.0%
USB US Bancorp	0.09%	5,948	$284K	Reduce -67.9%
VST Vistra Corp.	0.09%	2,053	$283K	New
PAYX Paychex Inc.	0.08%	1,782	$250K	Reduce -67.8%
RIO Rio Tinto PLC-Spon ADR	0.08%	3,939	$232K	Reduce -63.8%
HLN Haleon PLC-ADR	0.04%	11,371	$108K	Reduce -3.7%

Portfolio Sells Q3 2024 → Q4 2024


UNH Unitedhealth Group Inc.	Reduce -40.5%	1.18%	−0.67
ADBE Adobe Inc.	Reduce -68.6%	0.29%	−0.58
KO The Coca-Cola Co.	Reduce -29.4%	1.80%	−0.57
ABBV Abbvie Inc.	Reduce -28.9%	1.99%	−0.52
PM Philip Morris International	Reduce -52.2%	0.72%	−0.51
MSFT Microsoft Corp.	Reduce -24.0%	5.26%	−0.44
LRCX Lam Research Corp.	Sold out	0.00%	−0.41
HD Home Depot Inc.	Reduce -28.6%	2.28%	−0.40
IBM Intl Business Machines Corp.	Reduce -49.1%	0.67%	−0.40
LEN Lennar Corp. Class A	Reduce -68.7%	0.15%	−0.39
PHM Pultegroup Inc.	Reduce -24.2%	0.85%	−0.34
MRO Marathon Oil Corp.	Sold out	0.00%	−0.33
MCK McKesson Corp.	Reduce -81.0%	0.12%	−0.32
MMM 3M Co.	Sold out	0.00%	−0.32
ACGL Arch Capital Group Ltd.	Reduce -51.6%	0.30%	−0.30
BLK BlackRock Inc.	Reduce -67.9%	0.22%	−0.30
FCNCA First Citizens Bcshs Class A	Sold out	0.00%	−0.29
OHI Omega Healthcare Investors	Reduce -48.4%	0.42%	−0.29
OKE Oneok Inc.	Reduce -67.6%	0.22%	−0.28
PNC PNC Financial Services Group	Reduce -67.8%	0.20%	−0.28
T AT&T Inc.	Reduce -52.5%	0.43%	−0.28
BP BP PLC-Spons ADR	Reduce -67.5%	0.16%	−0.26
EMR Emerson Electric Co.	Reduce -61.8%	0.30%	−0.26
MRK Merck & Co. Inc.	Reduce -45.3%	0.38%	−0.26
ODFL Old Dominion Freight Line	Sold out	0.00%	−0.26
DUK Duke Energy Corp.	Reduce -67.7%	0.15%	−0.25
TFC Truist Financial Corp.	Reduce -67.7%	0.16%	−0.24
LLY Eli Lilly & Co.	Reduce -33.3%	0.62%	−0.24
CMCSA Comcast Corp. Class A	Reduce -26.0%	1.12%	−0.24
ACN Accenture PLC Class A	Sold out	0.00%	−0.23
UPS United Parcel Service Class B	Reduce -43.0%	0.43%	−0.23
LMT Lockheed Martin Corp.	Reduce -68.0%	0.11%	−0.22
AMAT Applied Materials Inc.	Reduce -12.8%	1.50%	−0.22
BEN Franklin Templeton Inc.	Reduce -67.5%	0.15%	−0.21
TD Toronto-Dominion Bank	Reduce -67.8%	0.11%	−0.21
CSCO Cisco Systems Inc.	Reduce -41.3%	0.88%	−0.21
C Citigroup Inc.	Reduce -47.7%	0.54%	−0.20
VOYA Voya Financial Inc.	Sold out	0.00%	−0.20
CVX Chevron Corp.	Reduce -47.5%	0.35%	−0.20
ETN Eaton Corp. PLC	Reduce -65.4%	0.14%	−0.18
MS Morgan Stanley	Reduce -68.0%	0.16%	−0.18
KMB Kimberly-Clark Corp.	Reduce -67.7%	0.10%	−0.18
IP International Paper Co.	Reduce -67.7%	0.13%	−0.17
VZ Verizon Communications Inc.	Reduce -41.8%	0.28%	−0.16
NEE Nextera Energy Inc.	Reduce -19.3%	0.86%	−0.15
CVS CVS Health Corp.	Reduce -13.3%	0.49%	−0.15
GPK Graphic Packaging Holding Co.	Sold out	0.00%	−0.14
COF Capital One Financial Corp.	Sold out	0.00%	−0.13
USB US Bancorp	Reduce -67.9%	0.09%	−0.13
RIO Rio Tinto PLC-Spon ADR	Reduce -63.8%	0.08%	−0.13

Portfolio Buys Q3 2024 → Q4 2024


NVDA Nvidia Corp.	Add +8.6%	4.67%	+1.54
CAT Caterpillar Inc.	Add +24.5%	2.07%	+0.62
HWM Howmet Aerospace Inc.	New	0.62%	+0.62
JBL Jabil Inc.	New	0.60%	+0.60
PH Parker Hannifin Corp.	Add +236.7%	0.66%	+0.50
COR Cencora Inc.	Add +253.0%	0.55%	+0.42
ORCL Oracle Corp.	Add +6.6%	1.63%	+0.37
DAL Delta Air Lines Inc.	Add +18.4%	0.86%	+0.37
BAC Bank of America Corp.	Add +0.7%	1.23%	+0.34
NRG NRG Energy Inc.	Add +9.8%	0.94%	+0.24
GS Goldman Sachs Group Inc.	Add +0.7%	0.70%	+0.22
KR Kroger Co.	Add +0.7%	0.78%	+0.19
DIS The Walt Disney Co.	Add +72.5%	0.31%	+0.19
BKNG Booking Holdings Inc.	New	0.17%	+0.17
GEN Gen Digital Inc.	New	0.16%	+0.16
PR Permian Resources Corp. Class A	New	0.16%	+0.16
ADT Adt Inc.	New	0.16%	+0.16
USFD US Foods Holding Corp.	Add +0.2%	0.59%	+0.16
EME Emcor Group Inc.	New	0.16%	+0.16
PFE Pfizer Inc.	New	0.15%	+0.15
ZM Zoom Communications Inc.	Add +0.7%	0.42%	+0.13
COP Conocophillips	Add +18.8%	0.47%	+0.13
WFC Wells Fargo & Co.	Add +0.7%	0.31%	+0.11
UGI Ugi Corp.	Add +1.3%	0.34%	+0.10
HHH Howard Hughes Holdings Inc.	Add +0.7%	0.48%	+0.09
VST Vistra Corp.	New	0.09%	+0.09
CRH CRH PLC	Add +0.3%	0.44%	+0.09
PYPL PayPal Holdings Inc.	Add +0.7%	0.30%	+0.08
HST Host Hotels & Resorts Inc.	Add +0.7%	0.32%	+0.06
RTX RTX Corp.	Add +0.7%	0.38%	+0.06
VICI Vici Properties Inc.	Add +0.7%	0.69%	+0.06
CTSH Cognizant Tech Solutions-A	Add +0.7%	0.28%	+0.05
FOXA Fox Corp. Class A	Add +0.7%	0.16%	+0.05
WEC WEC Energy Group Inc.	Add +0.7%	0.26%	+0.05
FCX Freeport-McMoran Inc.	Add +33.0%	0.19%	+0.04
MGM MGM Resorts International	Add +0.7%	0.30%	+0.03
LKQ LKQ Corp.	Add +0.7%	0.16%	+0.02
SLB SLB Ltd.	Add +0.7%	0.09%	+0.01
CNC Centene Corp.	Add +0.7%	0.25%	+0.00
MCHP Microchip Technology Inc.	Add +0.7%	0.16%	−0.02

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	148	$365.8M	NVDA, AAPL, MSFT, GOOGL, AMZN
Q1 2026	148	$317.7M	NVDA, AAPL, MSFT, AMZN, GOOGL
Q4 2025	147	$333.1M	NVDA, AAPL, MSFT, GOOGL, AVGO
Q3 2025	146	$345.4M	NVDA, MSFT, AAPL, AMZN, AVGO
Q2 2025	141	$331.3M	MSFT, NVDA, META, AAPL, AMZN
Q1 2025	141	$302.5M	AAPL, MSFT, META, NVDA, AMZN
Q4 2024	133	$307.9M	AAPL, MSFT, NVDA, AMZN, META
Q3 2024	137	$382.1M	MSFT, AAPL, META, NVDA, AMZN
Q2 2024	139	$379.7M	MSFT, AAPL, NVDA, META, AMZN
Q1 2024	143	$394.5M	MSFT, META, AAPL, HD, NVDA