Wright Investors Service Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), Wright Investors Service Inc. reported 141 stock positions worth $331.3 million. Its top holding was Microsoft (MSFT) at 5.9% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Meta Platforms Class A (META, 4.4%). Compared with Q1 2025, it opened 15 new positions, sold out of 15, added to 77 and reduced 49. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale Abbvie (ABBV, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0000108572
- Portfolio Value
- $331.3M (Q2 2025)
- SEC Filing
- 0001062993-25-012738 ↗ filed Jul 11, 2025
Holdings Value
Holdings 141 stocks · $331.3M
| MSFT Microsoft Corp. | 5.95% | 39,607 | $19.7M | Reduce -2.6% |
| NVDA Nvidia Corp. | 5.36% | 112,401 | $17.8M | Add +3.0% |
| META Meta Platforms Inc. Class A | 4.43% | 19,899 | $14.7M | Reduce -3.4% |
| AAPL Apple Inc. | 4.08% | 65,809 | $13.5M | Reduce -10.0% |
| AMZN Amazon.com Inc. | 3.67% | 55,473 | $12.2M | Reduce -2.7% |
| AVGO Broadcom Inc. | 3.33% | 39,981 | $11.0M | Reduce -3.5% |
| PGR Progressive Corp. | 2.73% | 33,889 | $9.0M | Add +10.2% |
| JPM JPMorgan Chase & Co. | 2.52% | 28,741 | $8.3M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 2.20% | 41,318 | $7.3M | Add +37.4% |
| AXP American Express Co. | 2.18% | 22,617 | $7.2M | Reduce -0.9% |
| V Visa Inc. Class A | 2.03% | 18,908 | $6.7M | Reduce -8.9% |
| KO The Coca-Cola Co. | 2.02% | 94,701 | $6.7M | Add +5.1% |
| GILD Gilead Sciences Inc. | 1.71% | 50,947 | $5.6M | Add +0.6% |
| CAT Caterpillar Inc. | 1.64% | 13,985 | $5.4M | Reduce -12.8% |
| XOM Exxon Mobil Corp. | 1.59% | 48,989 | $5.3M | Add +7.7% |
| HD Home Depot Inc. | 1.49% | 13,428 | $4.9M | Reduce -8.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.38% | 96,930 | $4.6M | Add +0.2% |
| NRG NRG Energy Inc. | 1.34% | 27,740 | $4.5M | Reduce -14.2% |
| TSLA Tesla Inc. | 1.32% | 13,817 | $4.4M | Add +8.5% |
| CI The Cigna Group | 1.27% | 12,768 | $4.2M | Add +19.0% |
| BMY Bristol-Myers Squibb Co. | 1.25% | 89,819 | $4.2M | Add +0.5% |
| NFLX Netflix Inc. | 1.25% | 3,103 | $4.2M | Reduce -4.0% |
| UNH Unitedhealth Group Inc. | 1.20% | 12,720 | $4.0M | Add +50.5% |
| ORCL Oracle Corp. | 1.14% | 17,278 | $3.8M | Reduce -42.8% |
| CMCSA Comcast Corp. Class A | 1.11% | 103,382 | $3.7M | Add +12.4% |
| ABBV Abbvie Inc. | 1.11% | 19,765 | $3.7M | Reduce -48.4% |
| GOOG Alphabet Inc. Class C | 1.10% | 20,574 | $3.6M | Reduce -49.6% |
| T AT&T Inc. | 1.07% | 122,850 | $3.6M | Add +120.5% |
| GS Goldman Sachs Group Inc. | 1.01% | 4,732 | $3.3M | Add +0.5% |
| HWM Howmet Aerospace Inc. | 1.00% | 17,809 | $3.3M | Reduce -2.0% |
| AMAT Applied Materials Inc. | 0.97% | 17,630 | $3.2M | Reduce -32.6% |
| CSCO Cisco Systems Inc. | 0.97% | 46,154 | $3.2M | Add +0.5% |
| ANET Arista Networks Inc. | 0.96% | 31,037 | $3.2M | Add +206.5% |
| COST Costco Wholesale Corp. | 0.94% | 3,159 | $3.1M | Add +33.8% |
| NEE Nextera Energy Inc. | 0.84% | 39,928 | $2.8M | Add +8.8% |
| SYF Synchrony Financial | 0.83% | 40,996 | $2.7M | Add +8.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.81% | 9,061 | $2.7M | Add +1.7% |
| CB Chubb Ltd. | 0.74% | 8,495 | $2.5M | Add +0.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.73% | 74,517 | $2.4M | Add +0.4% |
| WFC Wells Fargo & Co. | 0.67% | 27,526 | $2.2M | Add +41.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.62% | 16,709 | $2.1M | Reduce -1.9% |
| BLK BlackRock Inc. | 0.62% | 1,946 | $2.0M | Add +1.4% |
| LLY Eli Lilly & Co. | 0.61% | 2,575 | $2.0M | Reduce -4.0% |
| OHI Omega Healthcare Investors | 0.57% | 51,892 | $1.9M | Add +53.9% |
| GEHC GE Healthcare Technology | 0.57% | 25,445 | $1.9M | Add +105.3% |
| BA The Boeing Co. | 0.55% | 8,740 | $1.8M | New |
| AMGN Amgen Inc. | 0.54% | 6,444 | $1.8M | Reduce -2.0% |
| PHM Pultegroup Inc. | 0.54% | 17,030 | $1.8M | Reduce -0.2% |
| ADBE Adobe Inc. | 0.54% | 4,626 | $1.8M | Reduce -2.5% |
| CBRE CBRE Group Inc. Class A | 0.54% | 12,745 | $1.8M | Reduce -0.2% |
| KR Kroger Co. | 0.54% | 24,859 | $1.8M | Add +0.5% |
| EBAY eBay Inc. | 0.53% | 23,592 | $1.8M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 3,535 | $1.7M | Add +14.2% |
| ULTA Ulta Beauty Inc. | 0.50% | 3,523 | $1.6M | New |
| PM Philip Morris International | 0.49% | 9,002 | $1.6M | Add +3.1% |
| SCHW Schwab (charles) Corp. | 0.49% | 17,746 | $1.6M | New |
| C Citigroup Inc. | 0.47% | 18,466 | $1.6M | Reduce -19.7% |
| UBER Uber Technologies Inc. | 0.46% | 16,451 | $1.5M | Add +38.5% |
| JBL Jabil Inc. | 0.45% | 6,897 | $1.5M | Add +126.4% |
| RTX RTX Corp. | 0.44% | 10,005 | $1.5M | Add +0.5% |
| DAL Delta Air Lines Inc. | 0.42% | 28,549 | $1.4M | Reduce -35.5% |
| ACN Accenture PLC Class A | 0.42% | 4,683 | $1.4M | New |
| UGI Ugi Corp. | 0.40% | 36,124 | $1.3M | Reduce -2.3% |
| HHH Howard Hughes Holdings Inc. | 0.39% | 19,024 | $1.3M | Add +0.5% |
| ZM Zoom Communications Inc. | 0.37% | 15,793 | $1.2M | Add +0.5% |
| EOG EOG Resources Inc. | 0.37% | 10,212 | $1.2M | Add +15.8% |
| QCOM Qualcomm Inc. | 0.37% | 7,638 | $1.2M | Reduce -45.1% |
| CL Colgate-Palmolive Co. | 0.36% | 13,198 | $1.2M | Reduce -40.9% |
| AMP Ameriprise Financial Inc. | 0.36% | 2,207 | $1.2M | Reduce -26.9% |
| AMT American Tower Corp. | 0.36% | 5,322 | $1.2M | Reduce -4.1% |
| CRM Salesforce Inc. | 0.35% | 4,291 | $1.2M | Reduce -71.0% |
| NOW ServiceNow Inc. | 0.35% | 1,118 | $1.1M | Reduce -4.0% |
| MRK Merck & Co. Inc. | 0.34% | 14,237 | $1.1M | Add +44.0% |
| APP AppLovin Corp. Class A | 0.34% | 3,195 | $1.1M | Reduce -4.1% |
| USFD US Foods Holding Corp. | 0.33% | 14,314 | $1.1M | Reduce -1.9% |
| CVX Chevron Corp. | 0.31% | 7,259 | $1.0M | Add +1.6% |
| GEV GE Vernova Inc. | 0.31% | 1,923 | $1.0M | Add +0.5% |
| FCX Freeport-McMoran Inc. | 0.30% | 23,287 | $1.0M | Add +56.5% |
| CHTR Charter Communications Inc. Class A | 0.30% | 2,408 | $984K | Add +86.5% |
| EXPE Expedia Group Inc. | 0.29% | 5,766 | $973K | Reduce -4.0% |
| ABT Abbott Laboratories | 0.29% | 7,095 | $965K | Add +0.5% |
| MGM MGM Resorts International | 0.28% | 26,784 | $921K | Add +0.5% |
| VZ Verizon Communications Inc. | 0.28% | 21,255 | $920K | Add +1.2% |
| HON Honeywell International Inc. | 0.28% | 3,938 | $917K | Reduce -0.1% |
| ACGL Arch Capital Group Ltd. | 0.27% | 9,915 | $903K | Add +0.5% |
| VRT Vertiv Holdings Co. Class A | 0.27% | 6,991 | $898K | Reduce -4.0% |
| COP Conocophillips | 0.26% | 9,483 | $851K | Reduce -0.3% |
| MET Metlife Inc. | 0.26% | 10,548 | $848K | Reduce -36.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 6,742 | $836K | Reduce -21.6% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.25% | 7,734 | $834K | New |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 6,029 | $822K | New |
| PYPL PayPal Holdings Inc. | 0.24% | 10,793 | $802K | Add +0.5% |
| UPS United Parcel Service Class B | 0.24% | 7,861 | $793K | Add +1.3% |
| ADT Adt Inc. | 0.23% | 89,291 | $756K | Add +25.8% |
| CACI Caci International Inc. Class A | 0.22% | 1,544 | $736K | New |
| MTZ Mastec Inc. | 0.22% | 4,184 | $713K | New |
| STLD Steel Dynamics Inc. | 0.21% | 5,409 | $692K | Reduce -0.1% |
| NXPI NXP Semiconductors NV | 0.20% | 3,073 | $671K | Add +0.8% |
| TKO Tko Group Holdings Inc. | 0.20% | 3,604 | $656K | Reduce -49.5% |
| MCHP Microchip Technology Inc. | 0.19% | 8,715 | $613K | Add +0.5% |
Portfolio Sells Q1 2025 → Q2 2025
| ABBV Abbvie Inc. | Reduce -48.4% | 1.11% | −1.55 |
| AAPL Apple Inc. | Reduce -10.0% | 4.08% | −1.30 |
| GOOG Alphabet Inc. Class C | Reduce -49.6% | 1.10% | −1.00 |
| CRM Salesforce Inc. | Reduce -71.0% | 0.35% | −0.96 |
| V Visa Inc. Class A | Reduce -8.9% | 2.03% | −0.38 |
| COR Cencora Inc. | Sold out | 0.00% | −0.35 |
| QCOM Qualcomm Inc. | Reduce -45.1% | 0.37% | −0.34 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.33 |
| CL Colgate-Palmolive Co. | Reduce -40.9% | 0.36% | −0.33 |
| HD Home Depot Inc. | Reduce -8.6% | 1.49% | −0.29 |
| AMAT Applied Materials Inc. | Reduce -32.6% | 0.97% | −0.28 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.28 |
| ORCL Oracle Corp. | Reduce -42.8% | 1.14% | −0.26 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.22 |
| DAL Delta Air Lines Inc. | Reduce -35.5% | 0.42% | −0.21 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.20 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.20 |
| WMS Advanced Drainage Systems Inc. | Sold out | 0.00% | −0.19 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.19 |
| SGI Somnigroup International Inc. | Sold out | 0.00% | −0.19 |
| MET Metlife Inc. | Reduce -36.8% | 0.26% | −0.19 |
| PPC Pilgrim's Pride Corp. | Sold out | 0.00% | −0.18 |
| BLDR Builders Firstsource Inc. | Reduce -54.4% | 0.11% | −0.17 |
| TKO Tko Group Holdings Inc. | Reduce -49.5% | 0.20% | −0.16 |
| AMH American Homes 4 Rent- A | Sold out | 0.00% | −0.15 |
| CRH CRH PLC | Reduce -43.6% | 0.17% | −0.15 |
| AMGN Amgen Inc. | Reduce -2.0% | 0.54% | −0.13 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.13 |
| AMP Ameriprise Financial Inc. | Reduce -26.9% | 0.36% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -4.0% | 0.61% | −0.13 |
| EMR Emerson Electric Co. | Reduce -50.4% | 0.14% | −0.12 |
| DLR Digital Realty Trust Inc. | Reduce -66.9% | 0.06% | −0.11 |
| CAT Caterpillar Inc. | Reduce -12.8% | 1.64% | −0.11 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.10 |
| COP Conocophillips | Reduce -0.3% | 0.26% | −0.07 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.07 |
| C Citigroup Inc. | Reduce -19.7% | 0.47% | −0.07 |
| TJX TJX Companies Inc. | Reduce -1.9% | 0.62% | −0.06 |
| ADBE Adobe Inc. | Reduce -2.5% | 0.54% | −0.06 |
| COKE Coca-Cola Consolidated Inc. | Reduce -8.7% | 0.11% | −0.05 |
| AMT American Tower Corp. | Reduce -4.1% | 0.36% | −0.04 |
| HLN Haleon PLC-ADR | Sold out | 0.00% | −0.04 |
| EXPE Expedia Group Inc. | Reduce -4.0% | 0.29% | −0.04 |
| PHM Pultegroup Inc. | Reduce -0.2% | 0.54% | −0.04 |
| DIS The Walt Disney Co. | Reduce -21.6% | 0.25% | −0.03 |
| STLD Steel Dynamics Inc. | Reduce -0.1% | 0.21% | −0.01 |
| CBRE CBRE Group Inc. Class A | Reduce -0.2% | 0.54% | −0.01 |
| SLGN Silgan Holdings Inc. | Reduce -4.1% | 0.14% | −0.01 |
| UGI Ugi Corp. | Reduce -2.3% | 0.40% | −0.01 |
| TNL Travel + Leisure Co. | Reduce -8.4% | 0.08% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +3.0% | 5.36% | +1.45 |
| ANET Arista Networks Inc. | Add +206.5% | 0.96% | +0.70 |
| GOOGL Alphabet Inc. Class A | Add +37.4% | 2.20% | +0.66 |
| BA The Boeing Co. | New | 0.55% | +0.55 |
| T AT&T Inc. | Add +120.5% | 1.07% | +0.55 |
| ULTA Ulta Beauty Inc. | New | 0.50% | +0.50 |
| SCHW Schwab (charles) Corp. | New | 0.49% | +0.49 |
| ACN Accenture PLC Class A | New | 0.42% | +0.42 |
| JBL Jabil Inc. | Add +126.4% | 0.45% | +0.32 |
| BJ Bj's Wholesale Club Holdings | New | 0.25% | +0.25 |
| PLTR Palantir Technologies Inc. Class A | New | 0.25% | +0.25 |
| GEHC GE Healthcare Technology | Add +105.3% | 0.57% | +0.24 |
| TSLA Tesla Inc. | Add +8.5% | 1.32% | +0.23 |
| CACI Caci International Inc. Class A | New | 0.22% | +0.22 |
| MTZ Mastec Inc. | New | 0.22% | +0.22 |
| COST Costco Wholesale Corp. | Add +33.8% | 0.94% | +0.21 |
| WFC Wells Fargo & Co. | Add +41.3% | 0.67% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 2.52% | +0.19 |
| UBER Uber Technologies Inc. | Add +38.5% | 0.46% | +0.18 |
| APTV Aptiv PLC | New | 0.17% | +0.17 |
| SYF Synchrony Financial | Add +8.1% | 0.83% | +0.16 |
| GS Goldman Sachs Group Inc. | Add +0.5% | 1.01% | +0.16 |
| OHI Omega Healthcare Investors | Add +53.9% | 0.57% | +0.15 |
| FTNT Fortinet Inc. | New | 0.15% | +0.15 |
| CART Maplebear Inc. | New | 0.15% | +0.15 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.14% | +0.14 |
| CHTR Charter Communications Inc. Class A | Add +86.5% | 0.30% | +0.14 |
| G Genpact Ltd. | New | 0.14% | +0.14 |
| CAG Conagra Brands Inc. | New | 0.13% | +0.13 |
| FCX Freeport-McMoran Inc. | Add +56.5% | 0.30% | +0.12 |
| GEV GE Vernova Inc. | Add +0.5% | 0.31% | +0.11 |
| VST Vistra Corp. | New | 0.11% | +0.11 |
| CI The Cigna Group | Add +19.0% | 1.27% | +0.11 |
| IBM Intl Business Machines Corp. | Add +1.7% | 0.81% | +0.07 |
| BAC Bank of America Corp. | Add +0.2% | 1.38% | +0.05 |
| MRK Merck & Co. Inc. | Add +44.0% | 0.34% | +0.05 |
| MCHP Microchip Technology Inc. | Add +0.5% | 0.19% | +0.05 |
| EME Emcor Group Inc. | Add +1.1% | 0.17% | +0.04 |
| ADT Adt Inc. | Add +25.8% | 0.23% | +0.04 |
| PM Philip Morris International | Add +3.1% | 0.49% | +0.04 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.97% | +0.03 |
| HPE Hewlett Packard Enterprise | Add +0.5% | 0.16% | +0.03 |
| BEN Franklin Templeton Inc. | Add +3.5% | 0.15% | +0.02 |
| MS Morgan Stanley | Add +4.3% | 0.16% | +0.02 |
| TD Toronto-Dominion Bank | Add +3.1% | 0.13% | +0.02 |
| MGM MGM Resorts International | Add +0.5% | 0.28% | +0.02 |
| BLK BlackRock Inc. | Add +1.4% | 0.62% | +0.02 |
| NXPI NXP Semiconductors NV | Add +0.8% | 0.20% | +0.01 |
| PYPL PayPal Holdings Inc. | Add +0.5% | 0.24% | +0.01 |
| RTX RTX Corp. | Add +0.5% | 0.44% | +0.01 |
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 |