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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $394.5M Q1 2024 Q2 2024: $379.7M Q2 2024 Q3 2024: $382.1M Q3 2024 Q4 2024: $307.9M Q4 2024 Q1 2025: $302.5M Q1 2025 Q2 2025: $331.3M Q2 2025 Q3 2025: $345.4M $345.4M Q3 2025 Q4 2025: $333.1M Q4 2025 Q1 2026: $317.7M Q1 2026 Q2 2026: $365.8M Q2 2026

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
EME Emcor Group Inc. 0.19% 1,005 $653K Reduce -3.7%
CMG Chipotle Mexican Grill Inc. 0.19% 16,333 $640K New
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.18% 6,834 $637K Reduce -11.6%
CHRW C.H. Robinson Worldwide Inc. 0.18% 4,736 $627K Reduce -2.7%
APTV Aptiv PLC 0.18% 7,255 $626K Reduce -9.6%
GNRC Generac Holdings Inc. 0.17% 3,594 $602K New
COR Cencora Inc. 0.17% 1,912 $598K New
HST Host Hotels & Resorts Inc. 0.17% 34,826 $593K Reduce -8.0%
CSX CSX Corp. 0.17% 16,559 $588K Add +1.5%
OXY Occidental Petroleum Corp. 0.17% 12,191 $576K Reduce -6.4%
PFE Pfizer Inc. 0.17% 22,520 $574K Reduce -8.0%
MS Morgan Stanley 0.17% 3,605 $573K Reduce -5.4%
PNC PNC Financial Services Group 0.16% 2,835 $570K Reduce -5.3%
OMC Omnicom Group 0.15% 6,481 $528K New
DHI D.R. Horton Inc. 0.15% 3,007 $510K New
BP BP PLC-Spons ADR 0.15% 14,713 $507K Reduce -5.7%
ULTA Ulta Beauty Inc. 0.15% 921 $504K Reduce -73.9%
AGCO Agco Corp. 0.14% 4,588 $491K New
GEN Gen Digital Inc. 0.14% 17,164 $487K Reduce -6.2%
FTNT Fortinet Inc. 0.14% 5,740 $483K Add +23.0%
NI Nisource Inc. 0.14% 10,992 $476K New
TFC Truist Financial Corp. 0.14% 10,357 $474K Reduce -5.6%
DUK Duke Energy Corp. 0.14% 3,771 $467K Reduce -5.7%
AMT American Tower Corp. 0.13% 2,413 $464K Reduce -54.7%
TMUS T-Mobile US Inc. 0.13% 1,922 $460K Reduce -6.5%
BEN Franklin Templeton Inc. 0.13% 19,737 $457K Reduce -5.9%
BKR Baker Hughes Co. 0.13% 9,342 $455K Reduce -6.1%
OKE Oneok Inc. 0.13% 6,056 $442K Reduce -5.4%
TD Toronto-Dominion Bank 0.13% 5,518 $441K Reduce -5.3%
EMR Emerson Electric Co. 0.13% 3,336 $438K Reduce -5.5%
PPC Pilgrim's Pride Corp. 0.12% 10,217 $416K New
UGI Ugi Corp. 0.12% 12,488 $415K Reduce -65.4%
G Genpact Ltd. 0.11% 9,381 $393K Reduce -9.7%
ETN Eaton Corp. PLC 0.11% 1,043 $390K Reduce -5.4%
CART Maplebear Inc. 0.10% 9,765 $359K Reduce -9.0%
VST Vistra Corp. 0.10% 1,761 $345K Reduce -5.0%
BWA Borgwarner Inc. 0.10% 7,587 $334K New
BLDR Builders Firstsource Inc. 0.10% 2,726 $331K Reduce -8.9%
IP International Paper Co. 0.09% 6,837 $317K Reduce -5.4%
MRK Merck & Co. Inc. 0.09% 3,771 $317K Reduce -73.5%
LMT Lockheed Martin Corp. 0.09% 612 $306K Reduce -5.7%
TNL Travel + Leisure Co. 0.08% 4,828 $287K Reduce -1.9%
KMB Kimberly-Clark Corp. 0.08% 2,142 $266K Reduce -4.8%
USB US Bancorp 0.07% 5,280 $255K Reduce -5.4%
RIO Rio Tinto PLC-Spon ADR 0.06% 3,262 $215K New
DLR Digital Realty Trust Inc. 0.06% 1,166 $202K Reduce -5.1%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 148$365.8MNVDA, AAPL, MSFT, GOOGL, AMZN
Q1 2026 148$317.7MNVDA, AAPL, MSFT, AMZN, GOOGL
Q4 2025 147$333.1MNVDA, AAPL, MSFT, GOOGL, AVGO
Q3 2025 146$345.4MNVDA, MSFT, AAPL, AMZN, AVGO
Q2 2025 141$331.3MMSFT, NVDA, META, AAPL, AMZN
Q1 2025 141$302.5MAAPL, MSFT, META, NVDA, AMZN
Q4 2024 133$307.9MAAPL, MSFT, NVDA, AMZN, META
Q3 2024 137$382.1MMSFT, AAPL, META, NVDA, AMZN
Q2 2024 139$379.7MMSFT, AAPL, NVDA, META, AMZN
Q1 2024 143$394.5MMSFT, META, AAPL, HD, NVDA