Wright Investors Service Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Wright Investors Service Inc. reported 147 stock positions worth $333.1 million. Its top holding was Nvidia (NVDA) at 5.1% of the portfolio, followed by Apple (AAPL, 4.9%) and Microsoft (MSFT, 4.8%). Compared with Q3 2025, it opened 13 new positions, sold out of 12, added to 28 and reduced 106. The biggest buy was Schwab (charles) (SCHW, shares +145%) and the biggest sale Adobe (ADBE, shares −86%).

Most Recent 13F
Q2 2026
Location
SHELTON, CT
CIK
0000108572
Portfolio Value
$333.1M (Q4 2025)
SEC Filing
0001062993-26-000423 ↗ filed Jan 26, 2026

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 Q3 2025 Q4 2025: $333.1M $333.1M Q4 2025 Q1 2026: $317.7M Q1 2026 Q2 2026: $365.8M Q2 2026

Holdings 147 stocks · $333.1M
NVDA Nvidia Corp. 5.08% 90,702 $16.9M Reduce -17.1%
AAPL Apple Inc. 4.89% 59,886 $16.3M Reduce -1.9%
MSFT Microsoft Corp. 4.85% 33,382 $16.1M Reduce -10.8%
GOOGL Alphabet Inc. Class A 4.04% 43,001 $13.5M Reduce -14.1%
AVGO Broadcom Inc. 3.86% 37,123 $12.8M Reduce -11.9%
AMZN Amazon.com Inc. 3.70% 53,414 $12.3M Reduce -17.7%
META Meta Platforms Inc. Class A 3.23% 16,313 $10.8M Reduce -9.1%
JPM JPMorgan Chase & Co. 2.49% 25,756 $8.3M Reduce -0.1%
GILD Gilead Sciences Inc. 2.11% 57,253 $7.0M Add +1.1%
GOOG Alphabet Inc. Class C 1.99% 21,082 $6.6M Add +0.3%
PGR Progressive Corp. 1.89% 27,616 $6.3M Reduce -3.7%
CAT Caterpillar Inc. 1.87% 10,868 $6.2M Reduce -10.1%
AXP American Express Co. 1.85% 16,627 $6.2M Reduce -3.4%
SCHW Schwab (charles) Corp. 1.83% 61,075 $6.1M Add +145.2%
BMY Bristol-Myers Squibb Co. 1.69% 104,570 $5.6M Add +27.7%
TSLA Tesla Inc. 1.67% 12,351 $5.6M Reduce -7.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.56% 94,763 $5.2M Add +0.4%
V Visa Inc. Class A 1.44% 13,715 $4.8M Reduce -10.3%
XOM Exxon Mobil Corp. 1.37% 37,906 $4.6M Add +0.5%
KO The Coca-Cola Co. 1.35% 64,257 $4.5M Reduce -11.7%
AMAT Applied Materials Inc. 1.33% 17,176 $4.4M Reduce -0.4%
NRG NRG Energy Inc. 1.22% 25,547 $4.1M Add +0.5%
UNH Unitedhealth Group Inc. 1.20% 12,086 $4.0M Reduce -16.7%
NEE Nextera Energy Inc. 1.18% 49,133 $3.9M Reduce -0.1%
ABBV Abbvie Inc. 1.17% 17,005 $3.9M Add +11.5%
GS Goldman Sachs Group Inc. 1.17% 4,416 $3.9M Reduce -0.3%
CSCO Cisco Systems Inc. 1.08% 46,590 $3.6M Add +0.4%
SYF Synchrony Financial 1.04% 41,347 $3.4M Add +0.6%
LLY Eli Lilly & Co. 0.90% 2,774 $3.0M Add +88.3%
CMCSA Comcast Corp. Class A 0.89% 98,937 $3.0M Reduce -0.0%
ORCL Oracle Corp. 0.86% 14,765 $2.9M Reduce -5.5%
DAL Delta Air Lines Inc. 0.85% 40,861 $2.8M Add +0.7%
WMT Walmart Inc. 0.83% 24,936 $2.8M New
AMGN Amgen Inc. 0.83% 8,436 $2.8M Reduce -13.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.75% 8,427 $2.5M Reduce -1.5%
ACN Accenture PLC Class A 0.70% 8,676 $2.3M Add +14.4%
WFC Wells Fargo & Co. 0.69% 24,790 $2.3M Reduce -0.3%
EBAY eBay Inc. 0.68% 26,168 $2.3M Add +0.6%
NTAP Netapp Inc. 0.66% 20,381 $2.2M Reduce -10.6%
BLK BlackRock Inc. 0.62% 1,934 $2.1M Reduce -0.3%
PHM Pultegroup Inc. 0.62% 17,596 $2.1M Reduce -17.3%
PFE Pfizer Inc. 0.59% 79,263 $2.0M Add +252.0%
C Citigroup Inc. 0.59% 16,788 $2.0M Reduce -1.3%
LRCX Lam Research Corp. 0.57% 11,115 $1.9M Reduce -19.4%
HD Home Depot Inc. 0.57% 5,472 $1.9M Reduce -23.9%
ANET Arista Networks Inc. 0.55% 14,050 $1.8M Reduce -52.3%
EXPE Expedia Group Inc. 0.55% 6,480 $1.8M Reduce -19.4%
COST Costco Wholesale Corp. 0.54% 2,088 $1.8M Reduce -18.0%
NFLX Netflix Inc. 0.54% 19,100 $1.8M Reduce -35.1%
KR Kroger Co. 0.53% 28,217 $1.8M Add +23.3%
RTX RTX Corp. 0.52% 9,404 $1.7M Reduce -0.3%
QCOM Qualcomm Inc. 0.50% 9,744 $1.7M Add +0.3%
APP AppLovin Corp. Class A 0.50% 2,449 $1.7M Reduce -19.4%
CRM Salesforce Inc. 0.49% 6,186 $1.6M Add +0.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.49% 10,565 $1.6M Reduce -13.3%
BRK.B Berkshire Hathaway Inc. Class B 0.49% 3,216 $1.6M Reduce -0.3%
FCX Freeport-McMoran Inc. 0.48% 31,688 $1.6M Reduce -0.3%
BA The Boeing Co. 0.48% 7,402 $1.6M Reduce -8.5%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.48% 56,895 $1.6M Reduce -0.3%
CI The Cigna Group 0.48% 5,761 $1.6M Reduce -46.1%
CB Chubb Ltd. 0.46% 4,927 $1.5M Add +0.7%
JBL Jabil Inc. 0.46% 6,729 $1.5M Reduce -14.7%
CBRE CBRE Group Inc. Class A 0.46% 9,443 $1.5M Add +1.3%
PANW Palo Alto Networks Inc. 0.44% 8,000 $1.5M Reduce -19.4%
PEP Pepsico Inc. 0.42% 9,864 $1.4M Reduce -0.3%
ZM Zoom Communications Inc. 0.40% 15,594 $1.3M Reduce -0.3%
PM Philip Morris International 0.40% 8,237 $1.3M Reduce -3.0%
OHI Omega Healthcare Investors 0.37% 28,095 $1.2M Reduce -1.3%
VLO Valero Energy Corp. 0.36% 7,326 $1.2M Add +75.4%
UBER Uber Technologies Inc. 0.35% 14,381 $1.2M Reduce -19.4%
TKO Tko Group Holdings Inc. 0.34% 5,497 $1.1M Reduce -10.8%
MU Micron Technology Inc. 0.34% 4,025 $1.1M Reduce -0.3%
G Genpact Ltd. 0.34% 24,285 $1.1M Add +158.9%
T AT&T Inc. 0.34% 45,500 $1.1M Reduce -59.3%
NXPI NXP Semiconductors NV 0.32% 4,916 $1.1M Add +55.7%
CVX Chevron Corp. 0.31% 6,720 $1.0M Reduce -1.4%
USFD US Foods Holding Corp. 0.30% 13,427 $1.0M Reduce -0.3%
GEHC GE Healthcare Technology 0.30% 12,218 $1.0M Reduce -0.3%
COR Cencora Inc. 0.29% 2,856 $965K Add +49.4%
STLD Steel Dynamics Inc. 0.28% 5,555 $941K Add +1.2%
COP Conocophillips 0.28% 9,792 $917K Add +1.1%
MGM MGM Resorts International 0.27% 24,962 $911K Reduce -0.3%
VRT Vertiv Holdings Co. Class A 0.26% 5,356 $868K Reduce -19.3%
MTZ Mastec Inc. 0.25% 3,821 $831K Reduce -0.3%
AMP Ameriprise Financial Inc. 0.25% 1,691 $829K Reduce -19.4%
APH Amphenol Corp. Class A 0.25% 6,090 $823K New
ABT Abbott Laboratories 0.25% 6,522 $817K Reduce -0.3%
CL Colgate-Palmolive Co. 0.24% 10,118 $800K Reduce -19.4%
EOG EOG Resources Inc. 0.23% 7,410 $778K Reduce -26.8%
CHRW C.H. Robinson Worldwide Inc. 0.23% 4,721 $759K Reduce -0.3%
CRH CRH PLC 0.23% 6,043 $754K Reduce -1.4%
PLTR Palantir Technologies Inc. Class A 0.22% 4,159 $739K Reduce -19.3%
MLI Mueller Industries Inc. 0.22% 6,342 $728K Reduce -1.9%
ADT Adt Inc. 0.21% 86,476 $698K Reduce -0.3%
FLEX Flex Ltd. 0.20% 11,282 $682K Reduce -0.2%
DG Dollar General Corp. 0.20% 5,079 $674K New
MIDD Middleby Corp. 0.20% 4,520 $672K New
MS Morgan Stanley 0.19% 3,500 $621K Reduce -2.9%
IBKR Interactive Brokers Gro Class A 0.19% 9,612 $618K Reduce -0.2%
HST Host Hotels & Resorts Inc. 0.18% 34,725 $616K Reduce -0.3%
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.18% 6,814 $613K Reduce -0.3%
CSX CSX Corp. 0.18% 16,759 $608K Add +1.2%
FIVE Five Below 0.18% 3,214 $605K New
PYPL PayPal Holdings Inc. 0.18% 10,118 $591K Reduce -0.3%
NYT New York Times Co. Class A 0.17% 8,356 $580K New
EME Emcor Group Inc. 0.17% 946 $579K Reduce -5.9%
PNC PNC Financial Services Group 0.17% 2,752 $574K Reduce -2.9%
ULTA Ulta Beauty Inc. 0.17% 919 $556K Reduce -0.2%
APTV Aptiv PLC 0.17% 7,233 $550K Reduce -0.3%
SN Sharkninja Inc. 0.16% 4,875 $546K New
OSK Oshkosh Corp. 0.16% 4,233 $532K New
OMC Omnicom Group 0.16% 6,463 $522K Reduce -0.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.16% 4,585 $522K Reduce -46.0%
TD Toronto-Dominion Bank 0.15% 5,362 $505K Reduce -2.8%
M Macy's Inc. 0.15% 22,733 $501K New
OXY Occidental Petroleum Corp. 0.15% 12,158 $500K Reduce -0.3%
AMH American Homes 4 Rent- A 0.15% 15,469 $497K New
BP BP PLC-Spons ADR 0.15% 14,297 $497K Reduce -2.8%
TFC Truist Financial Corp. 0.15% 10,055 $495K Reduce -2.9%
UGI Ugi Corp. 0.15% 13,167 $493K Add +5.4%
GNRC Generac Holdings Inc. 0.15% 3,585 $489K Reduce -0.3%
AGCO Agco Corp. 0.14% 4,575 $477K Reduce -0.3%
ADBE Adobe Inc. 0.14% 1,362 $477K Reduce -86.3%
GEN Gen Digital Inc. 0.14% 17,115 $465K Reduce -0.3%
BEN Franklin Templeton Inc. 0.14% 19,174 $458K Reduce -2.9%
CART Maplebear Inc. 0.13% 9,737 $438K Reduce -0.3%
OKE Oneok Inc. 0.13% 5,881 $432K Reduce -2.9%
DHI D.R. Horton Inc. 0.13% 3,000 $432K Reduce -0.2%
EMR Emerson Electric Co. 0.13% 3,241 $430K Reduce -2.9%
DUK Duke Energy Corp. 0.13% 3,659 $429K Reduce -3.0%
BKR Baker Hughes Co. 0.13% 9,315 $424K Reduce -0.3%
AMD Advanced Micro Devices 0.12% 1,926 $412K New
TMUS T-Mobile US Inc. 0.12% 1,917 $389K Reduce -0.3%
MRK Merck & Co. Inc. 0.12% 3,656 $385K Reduce -3.0%
FTNT Fortinet Inc. 0.11% 4,630 $368K Reduce -19.3%
ACGL Arch Capital Group Ltd. 0.11% 3,744 $359K Reduce -59.8%
AMT American Tower Corp. 0.10% 1,946 $342K Reduce -19.4%
TNL Travel + Leisure Co. 0.10% 4,706 $332K Reduce -2.5%
ETN Eaton Corp. PLC 0.09% 990 $315K Reduce -5.1%
LMT Lockheed Martin Corp. 0.09% 594 $287K Reduce -2.9%
USB US Bancorp 0.08% 5,122 $273K Reduce -3.0%
IP International Paper Co. 0.08% 6,636 $261K Reduce -2.9%
VZ Verizon Communications Inc. 0.08% 6,399 $261K Reduce -68.0%
RIO Rio Tinto PLC-Spon ADR 0.08% 3,178 $254K Reduce -2.6%
UPS United Parcel Service Class B 0.07% 2,233 $221K New
KMB Kimberly-Clark Corp. 0.06% 2,079 $210K Reduce -2.9%
TGT Target Corp. 0.06% 2,088 $204K New

Portfolio Sells Q3 2025 → Q4 2025
ADBE Adobe Inc. Reduce -86.3% 0.14% −0.87
NVDA Nvidia Corp. Reduce -17.1% 5.08% −0.83
MSFT Microsoft Corp. Reduce -10.8% 4.85% −0.77
ANET Arista Networks Inc. Reduce -52.3% 0.55% −0.69
HWM Howmet Aerospace Inc. Sold out 0.00% −0.66
META Meta Platforms Inc. Class A Reduce -9.1% 3.23% −0.58
T AT&T Inc. Reduce -59.3% 0.34% −0.57
NFLX Netflix Inc. Reduce -35.1% 0.54% −0.48
AMZN Amazon.com Inc. Reduce -17.7% 3.70% −0.42
CI The Cigna Group Reduce -46.1% 0.48% −0.42
ORCL Oracle Corp. Reduce -5.5% 0.86% −0.41
NOW ServiceNow Inc. Sold out 0.00% −0.28
HD Home Depot Inc. Reduce -23.9% 0.57% −0.28
UNH Unitedhealth Group Inc. Reduce -16.7% 1.20% −0.25
HON Honeywell International Inc. Sold out 0.00% −0.24
HHH Howard Hughes Holdings Inc. Sold out 0.00% −0.23
CACI Caci International Inc. Class A Sold out 0.00% −0.20
PHM Pultegroup Inc. Reduce -17.3% 0.62% −0.19
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.19
VZ Verizon Communications Inc. Reduce -68.0% 0.08% −0.18
AVGO Broadcom Inc. Reduce -11.9% 3.86% −0.17
PGR Progressive Corp. Reduce -3.7% 1.89% −0.16
UBER Uber Technologies Inc. Reduce -19.4% 0.35% −0.15
PANW Palo Alto Networks Inc. Reduce -19.4% 0.44% −0.14
COST Costco Wholesale Corp. Reduce -18.0% 0.54% −0.14
NI Nisource Inc. Sold out 0.00% −0.14
ACGL Arch Capital Group Ltd. Reduce -59.8% 0.11% −0.14
APP AppLovin Corp. Class A Reduce -19.4% 0.50% −0.14
NTAP Netapp Inc. Reduce -10.6% 0.66% −0.13
DIS The Walt Disney Co. Reduce -46.0% 0.16% −0.12
PPC Pilgrim's Pride Corp. Sold out 0.00% −0.12
VST Vistra Corp. Sold out 0.00% −0.10
BWA Borgwarner Inc. Sold out 0.00% −0.10
BLDR Builders Firstsource Inc. Sold out 0.00% −0.10
EOG EOG Resources Inc. Reduce -26.8% 0.23% −0.10
V Visa Inc. Class A Reduce -10.3% 1.44% −0.07
DLR Digital Realty Trust Inc. Sold out 0.00% −0.06
VICI Vici Properties Inc. Reduce -0.3% 0.48% −0.06
TSLA Tesla Inc. Reduce -7.6% 1.67% −0.05
CL Colgate-Palmolive Co. Reduce -19.4% 0.24% −0.05
PLTR Palantir Technologies Inc. Class A Reduce -19.3% 0.22% −0.05
AMP Ameriprise Financial Inc. Reduce -19.4% 0.25% −0.05
KO The Coca-Cola Co. Reduce -11.7% 1.35% −0.05
JBL Jabil Inc. Reduce -14.7% 0.46% −0.04
BLK BlackRock Inc. Reduce -0.3% 0.62% −0.03
AMT American Tower Corp. Reduce -19.4% 0.10% −0.03
VRT Vertiv Holdings Co. Class A Reduce -19.3% 0.26% −0.03
FTNT Fortinet Inc. Reduce -19.3% 0.11% −0.03
GNRC Generac Holdings Inc. Reduce -0.3% 0.15% −0.03
TJX TJX Companies Inc. Reduce -13.3% 0.49% −0.02

Portfolio Buys Q3 2025 → Q4 2025
SCHW Schwab (charles) Corp. Add +145.2% 1.83% +1.14
WMT Walmart Inc. New 0.83% +0.83
BMY Bristol-Myers Squibb Co. Add +27.7% 1.69% +0.62
LLY Eli Lilly & Co. Add +88.3% 0.90% +0.57
GOOG Alphabet Inc. Class C Add +0.3% 1.99% +0.50
PFE Pfizer Inc. Add +252.0% 0.59% +0.43
GILD Gilead Sciences Inc. Add +1.1% 2.11% +0.29
APH Amphenol Corp. Class A New 0.25% +0.25
G Genpact Ltd. Add +158.9% 0.34% +0.23
DG Dollar General Corp. New 0.20% +0.20
MIDD Middleby Corp. New 0.20% +0.20
SYF Synchrony Financial Add +0.6% 1.04% +0.19
DAL Delta Air Lines Inc. Add +0.7% 0.85% +0.18
FIVE Five Below New 0.18% +0.18
NYT New York Times Co. Class A New 0.17% +0.17
SN Sharkninja Inc. New 0.16% +0.16
OSK Oshkosh Corp. New 0.16% +0.16
CSCO Cisco Systems Inc. Add +0.4% 1.08% +0.16
ACN Accenture PLC Class A Add +14.4% 0.70% +0.16
BAC Bank of America Corp. Add +0.4% 1.56% +0.15
VLO Valero Energy Corp. Add +75.4% 0.36% +0.15
M Macy's Inc. New 0.15% +0.15
AMH American Homes 4 Rent- A New 0.15% +0.15
ABBV Abbvie Inc. Add +11.5% 1.17% +0.14
XOM Exxon Mobil Corp. Add +0.5% 1.37% +0.14
AMD Advanced Micro Devices New 0.12% +0.12
COR Cencora Inc. Add +49.4% 0.29% +0.12
NXPI NXP Semiconductors NV Add +55.7% 0.32% +0.11
KR Kroger Co. Add +23.3% 0.53% +0.08
CRM Salesforce Inc. Add +0.8% 0.49% +0.07
UPS United Parcel Service Class B New 0.07% +0.07
CB Chubb Ltd. Add +0.7% 0.46% +0.06
TGT Target Corp. New 0.06% +0.06
STLD Steel Dynamics Inc. Add +1.2% 0.28% +0.06
QCOM Qualcomm Inc. Add +0.3% 0.50% +0.03
CBRE CBRE Group Inc. Class A Add +1.3% 0.46% +0.03
NRG NRG Energy Inc. Add +0.5% 1.22% +0.03
UGI Ugi Corp. Add +5.4% 0.15% +0.03
CSX CSX Corp. Add +1.2% 0.18% +0.01
COP Conocophillips Add +1.1% 0.28% +0.01
EBAY eBay Inc. Add +0.6% 0.68% −0.00

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