Wright Investors Service Inc.

Name: WRIGHT INVESTORS SERVICE INC 13F holdings, Q1 2025
Creator: WRIGHT INVESTORS SERVICE INC
Published: 2025-04-09

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

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Wright Investors Service Inc. reported 141 stock positions worth $302.5 million. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Meta Platforms Class A (META, 3.9%). Compared with Q4 2024, it opened 21 new positions, sold out of 13, added to 45 and reduced 75. The biggest buy was a new position in Colgate-Palmolive (CL) and the biggest sale Apple (AAPL, shares −9%).

Most Recent 13F: Q2 2026
Location: SHELTON, CT
CIK: 0000108572
Portfolio Value: $302.5M (Q1 2025)
SEC Filing: 0001062993-25-007255 ↗ filed Apr 9, 2025

Holdings Value

Holdings 141 stocks · $302.5M


AAPL Apple Inc.	5.37%	73,154	$16.2M	Reduce -9.1%
MSFT Microsoft Corp.	5.04%	40,647	$15.3M	Add +5.8%
META Meta Platforms Inc. Class A	3.92%	20,598	$11.9M	Add +3.9%
NVDA Nvidia Corp.	3.91%	109,069	$11.8M	Add +1.8%
AMZN Amazon.com Inc.	3.59%	57,022	$10.8M	Add +5.6%
PGR Progressive Corp.	2.88%	30,749	$8.7M	Add +5.9%
ABBV Abbvie Inc.	2.65%	38,306	$8.0M	Add +11.1%
V Visa Inc. Class A	2.41%	20,763	$7.3M	Add +6.8%
JPM JPMorgan Chase & Co.	2.33%	28,692	$7.0M	Reduce -4.2%
AVGO Broadcom Inc.	2.29%	41,409	$6.9M	Reduce -8.4%
KO The Coca-Cola Co.	2.13%	90,100	$6.5M	Add +1.4%
GOOG Alphabet Inc. Class C	2.11%	40,788	$6.4M	Add +15.9%
AXP American Express Co.	2.03%	22,813	$6.1M	Add +44.2%
GILD Gilead Sciences Inc.	1.88%	50,665	$5.7M	Add +5.2%
BMY Bristol-Myers Squibb Co.	1.80%	89,412	$5.5M	Reduce -0.2%
XOM Exxon Mobil Corp.	1.79%	45,487	$5.4M	Add +0.3%
HD Home Depot Inc.	1.78%	14,688	$5.4M	Reduce -18.5%
CAT Caterpillar Inc.	1.75%	16,031	$5.3M	Reduce -8.8%
GOOGL Alphabet Inc. Class A	1.54%	30,075	$4.7M	Add +7.0%
UNH Unitedhealth Group Inc.	1.46%	8,449	$4.4M	Add +17.3%
ORCL Oracle Corp.	1.40%	30,203	$4.2M	Add +0.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP	1.33%	96,763	$4.0M	Add +12.0%
CRM Salesforce Inc.	1.31%	14,790	$4.0M	Add +43.2%
AMAT Applied Materials Inc.	1.25%	26,152	$3.8M	Reduce -7.7%
CI The Cigna Group	1.17%	10,726	$3.5M	Reduce -9.6%
CMCSA Comcast Corp. Class A	1.12%	92,004	$3.4M	Reduce -0.1%
TSLA Tesla Inc.	1.09%	12,733	$3.3M	Add +112.9%
NRG NRG Energy Inc.	1.02%	32,330	$3.1M	Add +0.3%
NFLX Netflix Inc.	1.00%	3,232	$3.0M	Add +9.0%
CSCO Cisco Systems Inc.	0.94%	45,948	$2.8M	Add +0.0%
NEE Nextera Energy Inc.	0.86%	36,686	$2.6M	Reduce -1.1%
GS Goldman Sachs Group Inc.	0.85%	4,709	$2.6M	Add +24.8%
CB Chubb Ltd.	0.85%	8,471	$2.6M	Add +0.4%
VICI Vici Properties Inc. filed as VICI PPTYS INC	0.80%	74,187	$2.4M	Add +1.6%
HWM Howmet Aerospace Inc.	0.78%	18,171	$2.4M	Add +4.2%
COST Costco Wholesale Corp.	0.74%	2,361	$2.2M	Reduce -13.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.73%	8,912	$2.2M	Reduce -4.5%
LLY Eli Lilly & Co.	0.73%	2,683	$2.2M	Add +9.0%
QCOM Qualcomm Inc.	0.71%	13,910	$2.1M	Add +14.7%
CL Colgate-Palmolive Co.	0.69%	22,316	$2.1M	New
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.69%	17,040	$2.1M	Reduce -1.4%
AMGN Amgen Inc.	0.68%	6,574	$2.0M	New
SYF Synchrony Financial	0.66%	37,926	$2.0M	Reduce -12.2%
DAL Delta Air Lines Inc.	0.64%	44,237	$1.9M	Add +1.3%
ADBE Adobe Inc.	0.60%	4,744	$1.8M	Add +133.8%
BLK BlackRock Inc.	0.60%	1,920	$1.8M	Add +184.4%
PHM Pultegroup Inc.	0.58%	17,065	$1.8M	Reduce -28.7%
KR Kroger Co.	0.55%	24,743	$1.7M	Reduce -36.9%
CBRE CBRE Group Inc. Class A	0.55%	12,767	$1.7M	Add +2.4%
BRK.B Berkshire Hathaway Inc. Class B	0.54%	3,095	$1.6M	New
C Citigroup Inc.	0.54%	23,003	$1.6M	Reduce -3.2%
EBAY eBay Inc.	0.53%	23,560	$1.6M	Add +1.3%
T AT&T Inc.	0.52%	55,701	$1.6M	Reduce -4.8%
AMP Ameriprise Financial Inc.	0.48%	3,021	$1.5M	New
HHH Howard Hughes Holdings Inc.	0.46%	18,934	$1.4M	Reduce -0.8%
WFC Wells Fargo & Co.	0.46%	19,481	$1.4M	Add +45.4%
PM Philip Morris International	0.46%	8,732	$1.4M	Reduce -52.8%
MET Metlife Inc.	0.44%	16,683	$1.3M	Add +2.4%
RTX RTX Corp.	0.44%	9,958	$1.3M	Reduce -0.7%
OHI Omega Healthcare Investors	0.42%	33,730	$1.3M	Reduce -1.3%
UGI Ugi Corp.	0.40%	36,969	$1.2M	Reduce -0.6%
AMT American Tower Corp.	0.40%	5,552	$1.2M	Add +9.0%
CVX Chevron Corp.	0.40%	7,147	$1.2M	Reduce -4.4%
ZM Zoom Communications Inc.	0.38%	15,718	$1.2M	Reduce -0.8%
EOG EOG Resources Inc.	0.37%	8,817	$1.1M	Add +54.6%
TKO Tko Group Holdings Inc.	0.36%	7,140	$1.1M	New
COR Cencora Inc.	0.35%	3,850	$1.1M	Reduce -48.8%
EXPE Expedia Group Inc.	0.33%	6,007	$1.0M	New
PH Parker Hannifin Corp.	0.33%	1,656	$1.0M	Reduce -48.0%
GEHC GE Healthcare Technology	0.33%	12,392	$1.0M	Add +9.0%
COP Conocophillips	0.33%	9,510	$999K	Reduce -34.8%
CRH CRH PLC	0.32%	10,900	$959K	Reduce -25.3%
USFD US Foods Holding Corp.	0.32%	14,584	$955K	Reduce -46.0%
VZ Verizon Communications Inc.	0.32%	21,012	$953K	Reduce -3.7%
ACGL Arch Capital Group Ltd.	0.31%	9,869	$949K	Reduce -0.8%
ABT Abbott Laboratories	0.31%	7,062	$937K	New
NOW ServiceNow Inc.	0.31%	1,164	$927K	New
MRK Merck & Co. Inc.	0.29%	9,889	$888K	Reduce -15.5%
APP AppLovin Corp. Class A	0.29%	3,332	$883K	Reduce -30.9%
UBER Uber Technologies Inc.	0.29%	11,874	$865K	Add +9.0%
UPS United Parcel Service Class B	0.28%	7,757	$853K	Reduce -26.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.28%	8,601	$849K	Reduce -0.7%
FDX FedEx Corp.	0.28%	3,437	$838K	New
HON Honeywell International Inc.	0.28%	3,944	$835K	Reduce -21.7%
BLDR Builders Firstsource Inc.	0.27%	6,560	$820K	Reduce -7.6%
MGM MGM Resorts International	0.26%	26,656	$790K	Reduce -0.8%
ANET Arista Networks Inc.	0.26%	10,125	$784K	New
EMR Emerson Electric Co.	0.26%	7,123	$781K	Reduce -4.8%
PYPL PayPal Holdings Inc.	0.23%	10,743	$701K	Reduce -0.7%
FISV Fiserv Inc.	0.22%	3,068	$678K	Add +9.1%
STLD Steel Dynamics Inc.	0.22%	5,414	$677K	Add +2.4%
OXY Occidental Petroleum Corp.	0.21%	12,966	$640K	New
OKE Oneok Inc.	0.20%	6,223	$617K	Reduce -8.9%
PFE Pfizer Inc.	0.20%	24,350	$617K	Add +44.2%
AMD Advanced Micro Devices	0.20%	5,983	$615K	Add +2.5%
VRTX Vertex Pharmaceuticals Inc.	0.20%	1,241	$602K	New
WMS Advanced Drainage Systems Inc.	0.19%	5,386	$585K	Reduce -0.4%
GEV GE Vernova Inc.	0.19%	1,914	$584K	New
LKQ LKQ Corp.	0.19%	13,617	$579K	Reduce -0.8%
NXPI NXP Semiconductors NV	0.19%	3,047	$579K	Add +2.4%
CNC Centene Corp.	0.19%	9,522	$578K	Reduce -25.9%
ADT Adt Inc.	0.19%	71,001	$578K	Reduce -0.7%
VLO Valero Energy Corp.	0.19%	4,361	$576K	Reduce -3.7%
FOXA Fox Corp. Class A	0.19%	10,043	$568K	Reduce -0.8%
SGI Somnigroup International Inc.	0.19%	9,446	$566K	New
FCX Freeport-McMoran Inc.	0.19%	14,883	$563K	Reduce -0.8%
PPC Pilgrim's Pride Corp.	0.18%	10,225	$557K	New
TMUS T-Mobile US Inc.	0.18%	2,046	$546K	New
HST Host Hotels & Resorts Inc.	0.18%	37,654	$535K	Reduce -32.9%
DLR Digital Realty Trust Inc.	0.18%	3,715	$532K	Reduce -43.5%
VRT Vertiv Holdings Co. Class A	0.17%	7,283	$526K	Add +8.9%
BP BP PLC-Spons ADR	0.17%	15,203	$514K	Reduce -8.8%
PNC PNC Financial Services Group	0.17%	2,909	$511K	Reduce -8.9%
GEN Gen Digital Inc.	0.16%	18,217	$483K	Reduce -0.8%
CSX CSX Corp.	0.16%	16,258	$478K	Reduce -72.2%
CHTR Charter Communications Inc. Class A	0.16%	1,291	$476K	New
DUK Duke Energy Corp.	0.16%	3,877	$473K	Reduce -8.7%
SLGN Silgan Holdings Inc.	0.16%	9,248	$473K	New
AMH American Homes 4 Rent- A	0.15%	12,295	$465K	Reduce -0.7%
COKE Coca-Cola Consolidated Inc.	0.15%	342	$462K	New
TFC Truist Financial Corp.	0.14%	10,606	$436K	Reduce -8.9%
BKR Baker Hughes Co.	0.14%	9,901	$435K	New
MS Morgan Stanley	0.14%	3,656	$427K	Reduce -9.0%
MCHP Microchip Technology Inc.	0.14%	8,675	$420K	Reduce -0.7%
JBL Jabil Inc.	0.14%	3,046	$414K	Reduce -76.3%
HPE Hewlett Packard Enterprise	0.13%	25,746	$397K	New
LEN Lennar Corp. Class A	0.13%	3,421	$393K	Reduce -0.8%
BEN Franklin Templeton Inc.	0.13%	20,262	$390K	Reduce -8.1%
EME Emcor Group Inc.	0.13%	1,033	$382K	Reduce -3.2%
IP International Paper Co.	0.12%	7,025	$375K	Reduce -8.8%
TD Toronto-Dominion Bank	0.11%	5,654	$339K	Reduce -8.7%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	0.10%	7,566	$316K	Reduce -0.8%
KMB Kimberly-Clark Corp.	0.10%	2,204	$313K	Reduce -9.2%
ETN Eaton Corp. PLC	0.10%	1,149	$312K	Reduce -9.8%
LMT Lockheed Martin Corp.	0.09%	633	$283K	Reduce -9.4%
PAYX Paychex Inc.	0.08%	1,622	$250K	Reduce -9.0%
TNL Travel + Leisure Co.	0.08%	5,374	$249K	Reduce -7.0%
TGT Target Corp.	0.08%	2,188	$228K	Reduce -60.7%
USB US Bancorp	0.08%	5,404	$228K	Reduce -9.2%
RIO Rio Tinto PLC-Spon ADR	0.07%	3,527	$212K	Reduce -10.5%
HLN Haleon PLC-ADR	0.04%	12,902	$133K	Add +13.5%

Portfolio Sells Q4 2024 → Q1 2025


AAPL Apple Inc.	Reduce -9.1%	5.37%	−1.18
AVGO Broadcom Inc.	Reduce -8.4%	2.29%	−1.11
SYY Sysco Corp.	Sold out	0.00%	−0.61
HD Home Depot Inc.	Reduce -18.5%	1.78%	−0.50
CVS CVS Health Corp.	Sold out	0.00%	−0.49
JBL Jabil Inc.	Reduce -76.3%	0.14%	−0.46
CSX CSX Corp.	Reduce -72.2%	0.16%	−0.46
MDLZ Mondelez International Inc. Class A	Sold out	0.00%	−0.39
PH Parker Hannifin Corp.	Reduce -48.0%	0.33%	−0.33
CAT Caterpillar Inc.	Reduce -8.8%	1.75%	−0.32
GDDY GoDaddy Inc. Class A	Sold out	0.00%	−0.30
CTSH Cognizant Tech Solutions-A	Sold out	0.00%	−0.28
USFD US Foods Holding Corp.	Reduce -46.0%	0.32%	−0.28
PHM Pultegroup Inc.	Reduce -28.7%	0.58%	−0.27
PM Philip Morris International	Reduce -52.8%	0.46%	−0.26
WEC WEC Energy Group Inc.	Sold out	0.00%	−0.26
SYF Synchrony Financial	Reduce -12.2%	0.66%	−0.25
AMAT Applied Materials Inc.	Reduce -7.7%	1.25%	−0.24
KR Kroger Co.	Reduce -36.9%	0.55%	−0.22
APP AppLovin Corp. Class A	Reduce -30.9%	0.29%	−0.21
DLR Digital Realty Trust Inc.	Reduce -43.5%	0.18%	−0.20
COR Cencora Inc.	Reduce -48.8%	0.35%	−0.19
BKNG Booking Holdings Inc.	Sold out	0.00%	−0.17
TGT Target Corp.	Reduce -60.7%	0.08%	−0.17
NVT Nvent Electric PLC	Sold out	0.00%	−0.17
PR Permian Resources Corp. Class A	Sold out	0.00%	−0.16
SO The Southern Co.	Sold out	0.00%	−0.15
UPS United Parcel Service Class B	Reduce -26.6%	0.28%	−0.15
HST Host Hotels & Resorts Inc.	Reduce -32.9%	0.18%	−0.14
COP Conocophillips	Reduce -34.8%	0.33%	−0.14
INGR Ingredion Inc.	Sold out	0.00%	−0.13
CRH CRH PLC	Reduce -25.3%	0.32%	−0.12
MCK McKesson Corp.	Sold out	0.00%	−0.12
HON Honeywell International Inc.	Reduce -21.7%	0.28%	−0.09
VST Vistra Corp.	Sold out	0.00%	−0.09
MRK Merck & Co. Inc.	Reduce -15.5%	0.29%	−0.08
COST Costco Wholesale Corp.	Reduce -13.9%	0.74%	−0.08
PYPL PayPal Holdings Inc.	Reduce -0.7%	0.23%	−0.07
CNC Centene Corp.	Reduce -25.9%	0.19%	−0.06
BLDR Builders Firstsource Inc.	Reduce -7.6%	0.27%	−0.06
EMR Emerson Electric Co.	Reduce -4.8%	0.26%	−0.04
MGM MGM Resorts International	Reduce -0.8%	0.26%	−0.04
ZM Zoom Communications Inc.	Reduce -0.8%	0.38%	−0.04
ETN Eaton Corp. PLC	Reduce -9.8%	0.10%	−0.03
DIS The Walt Disney Co.	Reduce -0.7%	0.28%	−0.03
EME Emcor Group Inc.	Reduce -3.2%	0.13%	−0.03
PNC PNC Financial Services Group	Reduce -8.9%	0.17%	−0.03
MCHP Microchip Technology Inc.	Reduce -0.7%	0.14%	−0.02
MS Morgan Stanley	Reduce -9.0%	0.14%	−0.02
LEN Lennar Corp. Class A	Reduce -0.8%	0.13%	−0.02

Portfolio Buys Q4 2024 → Q1 2025


CL Colgate-Palmolive Co.	New	0.69%	+0.69
AMGN Amgen Inc.	New	0.68%	+0.68
ABBV Abbvie Inc.	Add +11.1%	2.65%	+0.66
PGR Progressive Corp.	Add +5.9%	2.88%	+0.62
BRK.B Berkshire Hathaway Inc. Class B	New	0.54%	+0.54
AXP American Express Co.	Add +44.2%	2.03%	+0.50
AMP Ameriprise Financial Inc.	New	0.48%	+0.48
GILD Gilead Sciences Inc.	Add +5.2%	1.88%	+0.43
V Visa Inc. Class A	Add +6.8%	2.41%	+0.41
BLK BlackRock Inc.	Add +184.4%	0.60%	+0.38
TKO Tko Group Holdings Inc.	New	0.36%	+0.36
KO The Coca-Cola Co.	Add +1.4%	2.13%	+0.34
EXPE Expedia Group Inc.	New	0.33%	+0.33
ABT Abbott Laboratories	New	0.31%	+0.31
ADBE Adobe Inc.	Add +133.8%	0.60%	+0.31
TSLA Tesla Inc.	Add +112.9%	1.09%	+0.31
NOW ServiceNow Inc.	New	0.31%	+0.31
UNH Unitedhealth Group Inc.	Add +17.3%	1.46%	+0.28
FDX FedEx Corp.	New	0.28%	+0.28
ANET Arista Networks Inc.	New	0.26%	+0.26
OXY Occidental Petroleum Corp.	New	0.21%	+0.21
XOM Exxon Mobil Corp.	Add +0.3%	1.79%	+0.20
VRTX Vertex Pharmaceuticals Inc.	New	0.20%	+0.20
GEV GE Vernova Inc.	New	0.19%	+0.19
CRM Salesforce Inc.	Add +43.2%	1.31%	+0.19
SGI Somnigroup International Inc.	New	0.19%	+0.19
PPC Pilgrim's Pride Corp.	New	0.18%	+0.18
TMUS T-Mobile US Inc.	New	0.18%	+0.18
HWM Howmet Aerospace Inc.	Add +4.2%	0.78%	+0.16
CHTR Charter Communications Inc. Class A	New	0.16%	+0.16
WFC Wells Fargo & Co.	Add +45.4%	0.46%	+0.16
SLGN Silgan Holdings Inc.	New	0.16%	+0.16
META Meta Platforms Inc. Class A	Add +3.9%	3.92%	+0.16
COKE Coca-Cola Consolidated Inc.	New	0.15%	+0.15
GS Goldman Sachs Group Inc.	Add +24.8%	0.85%	+0.15
EOG EOG Resources Inc.	Add +54.6%	0.37%	+0.15
BKR Baker Hughes Co.	New	0.14%	+0.14
NFLX Netflix Inc.	Add +9.0%	1.00%	+0.14
HPE Hewlett Packard Enterprise	New	0.13%	+0.13
LLY Eli Lilly & Co.	Add +9.0%	0.73%	+0.12
VICI Vici Properties Inc.	Add +1.6%	0.80%	+0.11
BAC Bank of America Corp.	Add +12.0%	1.33%	+0.10
QCOM Qualcomm Inc.	Add +14.7%	0.71%	+0.10
AMT American Tower Corp.	Add +9.0%	0.40%	+0.10
CB Chubb Ltd.	Add +0.4%	0.85%	+0.09
NRG NRG Energy Inc.	Add +0.3%	1.02%	+0.08
UBER Uber Technologies Inc.	Add +9.0%	0.29%	+0.07
EBAY eBay Inc.	Add +1.3%	0.53%	+0.06
PFE Pfizer Inc.	Add +44.2%	0.20%	+0.06
CSCO Cisco Systems Inc.	Add +0.0%	0.94%	+0.05

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