Wright Investors Service Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Wright Investors Service Inc. reported 146 stock positions worth $345.4 million. Its top holding was Nvidia (NVDA) at 5.9% of the portfolio, followed by Microsoft (MSFT, 5.6%) and Apple (AAPL, 4.5%). Compared with Q2 2025, it opened 18 new positions, sold out of 13, added to 30 and reduced 98. The biggest buy was Alphabet Class A (GOOGL, shares +21%) and the biggest sale Progressive (PGR, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0000108572
- Portfolio Value
- $345.4M (Q3 2025)
- SEC Filing
- 0001062993-25-016320 ↗ filed Oct 28, 2025
Holdings Value
Holdings 146 stocks · $345.4M
| NVDA Nvidia Corp. | 5.91% | 109,349 | $20.4M | Reduce -2.7% |
| MSFT Microsoft Corp. | 5.62% | 37,443 | $19.4M | Reduce -5.5% |
| AAPL Apple Inc. | 4.50% | 61,059 | $15.5M | Reduce -7.2% |
| AMZN Amazon.com Inc. | 4.12% | 64,876 | $14.2M | Add +16.9% |
| AVGO Broadcom Inc. | 4.03% | 42,159 | $13.9M | Add +5.5% |
| META Meta Platforms Inc. Class A | 3.82% | 17,946 | $13.2M | Reduce -9.8% |
| GOOGL Alphabet Inc. Class A | 3.52% | 50,064 | $12.2M | Add +21.2% |
| JPM JPMorgan Chase & Co. | 2.35% | 25,779 | $8.1M | Reduce -10.3% |
| PGR Progressive Corp. | 2.05% | 28,676 | $7.1M | Reduce -15.4% |
| GILD Gilead Sciences Inc. | 1.82% | 56,624 | $6.3M | Add +11.1% |
| TSLA Tesla Inc. | 1.72% | 13,371 | $5.9M | Reduce -3.2% |
| CAT Caterpillar Inc. | 1.67% | 12,083 | $5.8M | Reduce -13.6% |
| AXP American Express Co. | 1.66% | 17,212 | $5.7M | Reduce -23.9% |
| V Visa Inc. Class A | 1.51% | 15,282 | $5.2M | Reduce -19.2% |
| GOOG Alphabet Inc. Class C | 1.48% | 21,011 | $5.1M | Add +2.1% |
| UNH Unitedhealth Group Inc. | 1.45% | 14,508 | $5.0M | Add +14.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.41% | 94,387 | $4.9M | Reduce -2.6% |
| KO The Coca-Cola Co. | 1.40% | 72,776 | $4.8M | Reduce -23.1% |
| ORCL Oracle Corp. | 1.27% | 15,626 | $4.4M | Reduce -9.6% |
| ANET Arista Networks Inc. | 1.24% | 29,468 | $4.3M | Reduce -5.1% |
| XOM Exxon Mobil Corp. | 1.23% | 37,730 | $4.3M | Reduce -23.0% |
| NRG NRG Energy Inc. | 1.19% | 25,424 | $4.1M | Reduce -8.3% |
| NEE Nextera Energy Inc. | 1.07% | 49,168 | $3.7M | Add +23.1% |
| BMY Bristol-Myers Squibb Co. | 1.07% | 81,913 | $3.7M | Reduce -8.8% |
| NFLX Netflix Inc. | 1.02% | 2,945 | $3.5M | Reduce -5.1% |
| ABBV Abbvie Inc. | 1.02% | 15,248 | $3.5M | Reduce -22.9% |
| AMAT Applied Materials Inc. | 1.02% | 17,238 | $3.5M | Reduce -2.2% |
| GS Goldman Sachs Group Inc. | 1.02% | 4,429 | $3.5M | Reduce -6.4% |
| ADBE Adobe Inc. | 1.01% | 9,919 | $3.5M | Add +114.4% |
| CSCO Cisco Systems Inc. | 0.92% | 46,420 | $3.2M | Add +0.6% |
| T AT&T Inc. | 0.91% | 111,777 | $3.2M | Reduce -9.0% |
| CMCSA Comcast Corp. Class A | 0.90% | 98,953 | $3.1M | Reduce -4.3% |
| CI The Cigna Group | 0.89% | 10,683 | $3.1M | Reduce -16.3% |
| SYF Synchrony Financial | 0.85% | 41,084 | $2.9M | Add +0.2% |
| HD Home Depot Inc. | 0.84% | 7,193 | $2.9M | Reduce -46.4% |
| PHM Pultegroup Inc. | 0.81% | 21,264 | $2.8M | Add +24.9% |
| AMGN Amgen Inc. | 0.80% | 9,796 | $2.8M | Add +52.0% |
| NTAP Netapp Inc. | 0.78% | 22,805 | $2.7M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.70% | 8,553 | $2.4M | Reduce -5.6% |
| SCHW Schwab (charles) Corp. | 0.69% | 24,905 | $2.4M | Add +40.3% |
| EBAY eBay Inc. | 0.68% | 26,001 | $2.4M | Add +10.2% |
| COST Costco Wholesale Corp. | 0.68% | 2,546 | $2.4M | Reduce -19.4% |
| DAL Delta Air Lines Inc. | 0.67% | 40,559 | $2.3M | Add +42.1% |
| HWM Howmet Aerospace Inc. | 0.66% | 11,536 | $2.3M | Reduce -35.2% |
| BLK BlackRock Inc. | 0.65% | 1,939 | $2.3M | Reduce -0.4% |
| APP AppLovin Corp. Class A | 0.63% | 3,037 | $2.2M | Reduce -5.0% |
| WFC Wells Fargo & Co. | 0.60% | 24,862 | $2.1M | Reduce -9.7% |
| PANW Palo Alto Networks Inc. | 0.58% | 9,921 | $2.0M | New |
| ACN Accenture PLC Class A | 0.54% | 7,585 | $1.9M | Add +62.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.54% | 57,047 | $1.9M | Reduce -23.4% |
| LRCX Lam Research Corp. | 0.53% | 13,789 | $1.8M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.51% | 12,190 | $1.8M | Reduce -27.1% |
| UBER Uber Technologies Inc. | 0.51% | 17,834 | $1.7M | Add +8.4% |
| BA The Boeing Co. | 0.51% | 8,086 | $1.7M | Reduce -7.5% |
| C Citigroup Inc. | 0.50% | 17,004 | $1.7M | Reduce -7.9% |
| EXPE Expedia Group Inc. | 0.50% | 8,036 | $1.7M | Add +39.4% |
| JBL Jabil Inc. | 0.50% | 7,887 | $1.7M | Add +14.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 3,227 | $1.6M | Reduce -8.7% |
| QCOM Qualcomm Inc. | 0.47% | 9,714 | $1.6M | Add +27.2% |
| RTX RTX Corp. | 0.46% | 9,431 | $1.6M | Reduce -5.7% |
| KR Kroger Co. | 0.45% | 22,881 | $1.5M | Reduce -8.0% |
| CBRE CBRE Group Inc. Class A | 0.43% | 9,324 | $1.5M | Reduce -26.8% |
| CRM Salesforce Inc. | 0.42% | 6,139 | $1.5M | Add +43.1% |
| PEP Pepsico Inc. | 0.40% | 9,892 | $1.4M | New |
| CB Chubb Ltd. | 0.40% | 4,893 | $1.4M | Reduce -42.4% |
| PM Philip Morris International | 0.40% | 8,492 | $1.4M | Reduce -5.7% |
| ZM Zoom Communications Inc. | 0.37% | 15,640 | $1.3M | Reduce -1.0% |
| FCX Freeport-McMoran Inc. | 0.36% | 31,783 | $1.2M | Add +36.5% |
| TKO Tko Group Holdings Inc. | 0.36% | 6,165 | $1.2M | Add +71.1% |
| OHI Omega Healthcare Investors | 0.35% | 28,463 | $1.2M | Reduce -45.1% |
| EOG EOG Resources Inc. | 0.33% | 10,129 | $1.1M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.33% | 1,473 | $1.1M | Reduce -42.8% |
| CVX Chevron Corp. | 0.31% | 6,819 | $1.1M | Reduce -6.1% |
| USFD US Foods Holding Corp. | 0.30% | 13,464 | $1.0M | Reduce -5.9% |
| AMP Ameriprise Financial Inc. | 0.30% | 2,097 | $1.0M | Reduce -5.0% |
| CL Colgate-Palmolive Co. | 0.29% | 12,553 | $1.0M | Reduce -4.9% |
| VRT Vertiv Holdings Co. Class A | 0.29% | 6,640 | $1.0M | Reduce -5.0% |
| NOW ServiceNow Inc. | 0.28% | 1,063 | $978K | Reduce -4.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 8,491 | $972K | Add +25.9% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 5,155 | $940K | Reduce -14.5% |
| GEHC GE Healthcare Technology | 0.27% | 12,252 | $920K | Reduce -51.9% |
| COP Conocophillips | 0.27% | 9,683 | $916K | Add +2.1% |
| VZ Verizon Communications Inc. | 0.25% | 19,964 | $877K | Reduce -6.1% |
| ABT Abbott Laboratories | 0.25% | 6,541 | $876K | Reduce -7.8% |
| MGM MGM Resorts International | 0.25% | 25,034 | $868K | Reduce -6.5% |
| HON Honeywell International Inc. | 0.24% | 4,020 | $846K | Add +2.1% |
| ACGL Arch Capital Group Ltd. | 0.24% | 9,303 | $844K | Reduce -6.2% |
| MTZ Mastec Inc. | 0.24% | 3,831 | $815K | Reduce -8.4% |
| HHH Howard Hughes Holdings Inc. | 0.23% | 9,563 | $786K | Reduce -49.7% |
| STLD Steel Dynamics Inc. | 0.22% | 5,491 | $766K | Add +1.5% |
| ADT Adt Inc. | 0.22% | 86,735 | $755K | Reduce -2.9% |
| CRH CRH PLC | 0.21% | 6,131 | $735K | Reduce -0.3% |
| NXPI NXP Semiconductors NV | 0.21% | 3,158 | $719K | Add +2.8% |
| VLO Valero Energy Corp. | 0.21% | 4,177 | $711K | Reduce -5.3% |
| CACI Caci International Inc. Class A | 0.20% | 1,402 | $699K | Reduce -9.2% |
| PYPL PayPal Holdings Inc. | 0.20% | 10,146 | $680K | Reduce -6.0% |
| MU Micron Technology Inc. | 0.20% | 4,037 | $675K | New |
| IBKR Interactive Brokers Gro Class A | 0.19% | 9,635 | $663K | New |
| FLEX Flex Ltd. | 0.19% | 11,308 | $656K | New |
| MLI Mueller Industries Inc. | 0.19% | 6,465 | $654K | New |
Portfolio Sells Q2 2025 → Q3 2025
| PGR Progressive Corp. | Reduce -15.4% | 2.05% | −0.68 |
| HD Home Depot Inc. | Reduce -46.4% | 0.84% | −0.64 |
| KO The Coca-Cola Co. | Reduce -23.1% | 1.40% | −0.63 |
| META Meta Platforms Inc. Class A | Reduce -9.8% | 3.82% | −0.62 |
| AXP American Express Co. | Reduce -23.9% | 1.66% | −0.52 |
| V Visa Inc. Class A | Reduce -19.2% | 1.51% | −0.52 |
| CI The Cigna Group | Reduce -16.3% | 0.89% | −0.38 |
| XOM Exxon Mobil Corp. | Reduce -23.0% | 1.23% | −0.36 |
| ULTA Ulta Beauty Inc. | Reduce -73.9% | 0.15% | −0.35 |
| HWM Howmet Aerospace Inc. | Reduce -35.2% | 0.66% | −0.35 |
| CB Chubb Ltd. | Reduce -42.4% | 0.40% | −0.34 |
| MSFT Microsoft Corp. | Reduce -5.5% | 5.62% | −0.33 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.31 |
| GEHC GE Healthcare Technology | Reduce -51.9% | 0.27% | −0.30 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.30 |
| LLY Eli Lilly & Co. | Reduce -42.8% | 0.33% | −0.28 |
| UGI Ugi Corp. | Reduce -65.4% | 0.12% | −0.28 |
| COST Costco Wholesale Corp. | Reduce -19.4% | 0.68% | −0.26 |
| MET Metlife Inc. | Sold out | 0.00% | −0.26 |
| MRK Merck & Co. Inc. | Reduce -73.5% | 0.09% | −0.25 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.24 |
| NFLX Netflix Inc. | Reduce -5.1% | 1.02% | −0.23 |
| OHI Omega Healthcare Investors | Reduce -45.1% | 0.35% | −0.23 |
| AMT American Tower Corp. | Reduce -54.7% | 0.13% | −0.22 |
| CMCSA Comcast Corp. Class A | Reduce -4.3% | 0.90% | −0.21 |
| VICI Vici Properties Inc. | Reduce -23.4% | 0.54% | −0.19 |
| BMY Bristol-Myers Squibb Co. | Reduce -8.8% | 1.07% | −0.19 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.19 |
| FOXA Fox Corp. Class A | Sold out | 0.00% | −0.17 |
| JPM JPMorgan Chase & Co. | Reduce -10.3% | 2.35% | −0.16 |
| HHH Howard Hughes Holdings Inc. | Reduce -49.7% | 0.23% | −0.16 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.16 |
| T AT&T Inc. | Reduce -9.0% | 0.91% | −0.16 |
| CNC Centene Corp. | Sold out | 0.00% | −0.16 |
| NRG NRG Energy Inc. | Reduce -8.3% | 1.19% | −0.15 |
| SLGN Silgan Holdings Inc. | Sold out | 0.00% | −0.14 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.13 |
| CBRE CBRE Group Inc. Class A | Reduce -26.8% | 0.43% | −0.11 |
| TJX TJX Companies Inc. | Reduce -27.1% | 0.51% | −0.11 |
| IBM Intl Business Machines Corp. | Reduce -5.6% | 0.70% | −0.11 |
| COKE Coca-Cola Consolidated Inc. | Sold out | 0.00% | −0.11 |
| PM Philip Morris International | Reduce -5.7% | 0.40% | −0.10 |
| KR Kroger Co. | Reduce -8.0% | 0.45% | −0.09 |
| ABBV Abbvie Inc. | Reduce -22.9% | 1.02% | −0.09 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.07 |
| CL Colgate-Palmolive Co. | Reduce -4.9% | 0.29% | −0.07 |
| TGT Target Corp. | Sold out | 0.00% | −0.07 |
| BJ Bj's Wholesale Club Holdings | Reduce -11.6% | 0.18% | −0.07 |
| NOW ServiceNow Inc. | Reduce -4.9% | 0.28% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -9.7% | 0.60% | −0.06 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +21.2% | 3.52% | +1.33 |
| NTAP Netapp Inc. | New | 0.78% | +0.78 |
| AVGO Broadcom Inc. | Add +5.5% | 4.03% | +0.70 |
| PANW Palo Alto Networks Inc. | New | 0.58% | +0.58 |
| LRCX Lam Research Corp. | New | 0.53% | +0.53 |
| ADBE Adobe Inc. | Add +114.4% | 1.01% | +0.47 |
| AMZN Amazon.com Inc. | Add +16.9% | 4.12% | +0.45 |
| PEP Pepsico Inc. | New | 0.40% | +0.40 |
| GOOG Alphabet Inc. Class C | Add +2.1% | 1.48% | +0.38 |
| PHM Pultegroup Inc. | Add +24.9% | 0.81% | +0.27 |
| AMGN Amgen Inc. | Add +52.0% | 0.80% | +0.26 |
| UNH Unitedhealth Group Inc. | Add +14.1% | 1.45% | +0.25 |
| DAL Delta Air Lines Inc. | Add +42.1% | 0.67% | +0.24 |
| NEE Nextera Energy Inc. | Add +23.1% | 1.07% | +0.24 |
| EXPE Expedia Group Inc. | Add +39.4% | 0.50% | +0.20 |
| SCHW Schwab (charles) Corp. | Add +40.3% | 0.69% | +0.20 |
| MU Micron Technology Inc. | New | 0.20% | +0.20 |
| IBKR Interactive Brokers Gro Class A | New | 0.19% | +0.19 |
| FLEX Flex Ltd. | New | 0.19% | +0.19 |
| MLI Mueller Industries Inc. | New | 0.19% | +0.19 |
| CMG Chipotle Mexican Grill Inc. | New | 0.19% | +0.19 |
| GNRC Generac Holdings Inc. | New | 0.17% | +0.17 |
| COR Cencora Inc. | New | 0.17% | +0.17 |
| TKO Tko Group Holdings Inc. | Add +71.1% | 0.36% | +0.16 |
| EBAY eBay Inc. | Add +10.2% | 0.68% | +0.15 |
| OMC Omnicom Group | New | 0.15% | +0.15 |
| DHI D.R. Horton Inc. | New | 0.15% | +0.15 |
| AGCO Agco Corp. | New | 0.14% | +0.14 |
| NI Nisource Inc. | New | 0.14% | +0.14 |
| PPC Pilgrim's Pride Corp. | New | 0.12% | +0.12 |
| ACN Accenture PLC Class A | Add +62.0% | 0.54% | +0.12 |
| GILD Gilead Sciences Inc. | Add +11.1% | 1.82% | +0.11 |
| QCOM Qualcomm Inc. | Add +27.2% | 0.47% | +0.10 |
| BWA Borgwarner Inc. | New | 0.10% | +0.10 |
| CRM Salesforce Inc. | Add +43.1% | 0.42% | +0.07 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.06% | +0.06 |
| FCX Freeport-McMoran Inc. | Add +36.5% | 0.36% | +0.06 |
| UBER Uber Technologies Inc. | Add +8.4% | 0.51% | +0.04 |
| JBL Jabil Inc. | Add +14.3% | 0.50% | +0.04 |
| DIS The Walt Disney Co. | Add +25.9% | 0.28% | +0.03 |
| SYF Synchrony Financial | Add +0.2% | 0.85% | +0.02 |
| STLD Steel Dynamics Inc. | Add +1.5% | 0.22% | +0.01 |
| CSX CSX Corp. | Add +1.5% | 0.17% | +0.01 |
| COP Conocophillips | Add +2.1% | 0.27% | +0.01 |
| NXPI NXP Semiconductors NV | Add +2.8% | 0.21% | +0.01 |
| FTNT Fortinet Inc. | Add +23.0% | 0.14% | −0.01 |
| HON Honeywell International Inc. | Add +2.1% | 0.24% | −0.03 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.92% | −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 |