Wright Investors Service Inc.

Name: WRIGHT INVESTORS SERVICE INC 13F holdings, Q2 2025
Creator: WRIGHT INVESTORS SERVICE INC
Published: 2025-07-11

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

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%
PFE Pfizer Inc.	0.18%	24,469	$593K	Add +0.5%
VLO Valero Energy Corp.	0.18%	4,411	$593K	Add +1.1%
HST Host Hotels & Resorts Inc.	0.18%	37,836	$581K	Add +0.5%
FOXA Fox Corp. Class A	0.17%	10,093	$566K	Add +0.5%
CRH CRH PLC	0.17%	6,151	$565K	Reduce -43.6%
EME Emcor Group Inc.	0.17%	1,044	$558K	Add +1.1%
PNC PNC Financial Services Group	0.17%	2,995	$558K	Add +3.0%
APTV Aptiv PLC	0.17%	8,029	$548K	New
OXY Occidental Petroleum Corp.	0.17%	13,028	$547K	Add +0.5%
GEN Gen Digital Inc.	0.16%	18,304	$538K	Add +0.5%
MS Morgan Stanley	0.16%	3,812	$537K	Add +4.3%
CSX CSX Corp.	0.16%	16,318	$532K	Add +0.4%
HPE Hewlett Packard Enterprise	0.16%	25,866	$529K	Add +0.5%
OKE Oneok Inc.	0.16%	6,402	$523K	Add +2.9%
CNC Centene Corp.	0.16%	9,567	$519K	Add +0.5%
BEN Franklin Templeton Inc.	0.15%	20,968	$500K	Add +3.5%
FTNT Fortinet Inc.	0.15%	4,667	$493K	New
TMUS T-Mobile US Inc.	0.15%	2,056	$490K	Add +0.5%
CART Maplebear Inc.	0.15%	10,734	$486K	New
SLGN Silgan Holdings Inc.	0.14%	8,869	$481K	Reduce -4.1%
DUK Duke Energy Corp.	0.14%	3,997	$472K	Add +3.1%
TFC Truist Financial Corp.	0.14%	10,967	$471K	Add +3.4%
EMR Emerson Electric Co.	0.14%	3,532	$471K	Reduce -50.4%
CHRW C.H. Robinson Worldwide Inc.	0.14%	4,869	$467K	New
BP BP PLC-Spons ADR	0.14%	15,609	$467K	Add +2.7%
G Genpact Ltd.	0.14%	10,391	$457K	New
TD Toronto-Dominion Bank	0.13%	5,827	$428K	Add +3.1%
CAG Conagra Brands Inc.	0.13%	20,491	$419K	New
ETN Eaton Corp. PLC	0.12%	1,103	$394K	Reduce -4.0%
BKR Baker Hughes Co.	0.12%	9,949	$381K	Add +0.5%
VST Vistra Corp.	0.11%	1,854	$359K	New
BLDR Builders Firstsource Inc.	0.11%	2,993	$349K	Reduce -54.4%
COKE Coca-Cola Consolidated Inc.	0.11%	3,121	$348K	Reduce -8.7%
IP International Paper Co.	0.10%	7,226	$338K	Add +2.9%
LMT Lockheed Martin Corp.	0.09%	649	$301K	Add +2.5%
KMB Kimberly-Clark Corp.	0.09%	2,251	$290K	Add +2.1%
TNL Travel + Leisure Co.	0.08%	4,921	$254K	Reduce -8.4%
USB US Bancorp	0.08%	5,579	$252K	Add +3.2%
PAYX Paychex Inc.	0.07%	1,661	$242K	Add +2.4%
TGT Target Corp.	0.07%	2,274	$224K	Add +3.9%
DLR Digital Realty Trust Inc.	0.06%	1,229	$214K	Reduce -66.9%

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