Wright Investors Service Inc

13F filer · CIK 0000108572

Reported Aug 5, 2026

13F portfolio value$366MU.S. long equity reported on 13F

Positions148Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight34.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026148 positions
NVDANvidia Corp	$18M	4.92%	0.00%	-0.6%	Q4 2016
AAPLApple Inc.	$17.1M	4.67%	0.00%	-0.6%	Q2 2013
MSFTMicrosoft Corp	$13.8M	3.78%	0.00%	+6.9%	Q2 2013
GOOGLAlphabet Inc.	$13M	3.55%	0.00%	-2.5%	Q4 2015
AMZNAmazon Com Inc	$12.5M	3.42%	0.00%	-0.8%	Q4 2015
AMATApplied Materials Inc	$11.6M	3.18%	0.00%	+2.6%	Q4 2015
AVGOBroadcom Inc.	$11.2M	3.05%	0.00%	-8.6%	Q1 2016
METAMeta Platforms, Inc.	$9.43M	2.58%	Not reported	+11.5%	Q2 2015
MUMicron Technology Inc	$9.41M	2.57%	0.00%	+167.8%	Q4 2015
CATCaterpillar Inc	$8.41M	2.30%	0.00%	-19.1%	Q3 2014
JPMJPMorgan Chase & Co	$8.14M	2.22%	0.00%	-1.4%	Q2 2013
GILDGilead Sciences, Inc.	$7.01M	1.92%	0.00%	-1.4%	Q2 2013
SCHWSchwab Charles Corp	$6.89M	1.88%	0.00%	+4.0%	Q3 2015
LRCXLam Research Corp	$5.88M	1.61%	0.00%	+22.4%	Q4 2016
GOOGAlphabet Inc.	$5.8M	1.58%	Not reported	-1.5%	Q4 2015
TSLATesla, Inc.	$5.58M	1.52%	0.00%	+7.7%	Q1 2021
CSCOCisco Systems, Inc.	$5.32M	1.46%	0.00%	-2.4%	Q2 2013
BACBank of America Corp	$5.23M	1.43%	0.00%	-1.1%	Q2 2013
VVisa Inc.	$5.21M	1.42%	0.00%	+10.5%	Q2 2013
XOMExxonMobil Holdings Corp	$5.02M	1.37%	0.00%	-1.1%	Q2 2013
AXPAmerican Express Co	$4.7M	1.29%	0.00%	-0.9%	Q2 2013
GSGoldman Sachs Group Inc	$4.31M	1.18%	0.00%	-0.6%	Q4 2015
BMYBristol Myers Squibb Co	$4.18M	1.14%	0.00%	-34.5%	Q2 2013
AMDAdvanced Micro Devices Inc	$4.11M	1.12%	0.00%	+42.9%	Q1 2017
KOCoca Cola Co	$4.07M	1.11%	0.00%	-21.3%	Q2 2013
PGRProgressive Corp	$3.96M	1.08%	0.00%	-1.3%	Q4 2014
NRGNRG Energy, Inc.	$3.82M	1.04%	0.01%	-19.0%	Q4 2018
DALDelta Air Lines, Inc.	$3.73M	1.02%	0.01%	-1.4%	Q1 2014
EXPEExpedia Group, Inc.	$3.68M	1.01%	0.01%	+63.2%	Q3 2015
MRKMerck & Co., Inc.	$3.52M	0.96%	0.00%	-1.8%	Q2 2015
NEENextera Energy Inc	$3.49M	0.95%	0.00%	-1.5%	Q2 2013
UNHUnitedhealth Group Inc	$3.34M	0.91%	0.00%	+21.2%	Q2 2013
ABBVAbbVie Inc.	$3.21M	0.88%	0.00%	-2.1%	Q2 2014
NTAPNetApp, Inc.	$3.09M	0.85%	0.01%	-0.4%	Q3 2025
LLYELI LILLY & Co	$3.02M	0.83%	0.00%	-0.2%	Q2 2013
CVXChevron Corp	$2.96M	0.81%	0.00%	-8.9%	Q2 2013
EBAYEbay Inc	$2.85M	0.78%	0.01%	-1.2%	Q1 2019
CCitigroup Inc	$2.83M	0.77%	0.00%	+22.7%	Q2 2013
WMTWalmart Inc.	$2.78M	0.76%	0.00%	-1.3%	Q2 2020
CICigna Group	$2.76M	0.75%	0.00%	+77.7%	Q4 2017
PANWPalo Alto Networks Inc	$2.72M	0.74%	0.00%	-0.1%	Q3 2025
APHAmphenol Corp	$2.63M	0.72%	0.00%	-1.0%	Q2 2020
AMGNAmgen Inc	$2.55M	0.70%	0.00%	-15.8%	Q2 2013
OMCOmnicom Group Inc.	$2.44M	0.67%	0.01%	+434.5%	Q2 2017
ANETArista Networks, Inc.	$2.38M	0.65%	0.00%	-0.1%	Q1 2025
PHMPultegroup Inc	$2.36M	0.65%	0.01%	-1.7%	Q1 2020
ORCLOracle Corp	$2.36M	0.65%	0.00%	+9.6%	Q2 2013
SYFSynchrony Financial	$2.32M	0.63%	0.01%	-1.4%	Q3 2018
BABoeing Co	$2.17M	0.59%	0.00%	-0.5%	Q2 2013
STLDSteel Dynamics Inc	$1.95M	0.53%	0.01%	-1.3%	Q3 2014

Q1 2026Reported Apr 29, 2026148 positions
NVDANvidia Corp	$15.8M	4.96%	0.00%	-0.3%	Q4 2016
AAPLApple Inc.	$15.1M	4.74%	0.00%	-0.8%	Q2 2013
MSFTMicrosoft Corp	$12.8M	4.04%	0.00%	+3.8%	Q2 2013
AMZNAmazon Com Inc	$11M	3.47%	0.00%	-0.9%	Q4 2015
GOOGLAlphabet Inc.	$10.7M	3.38%	0.00%	-13.3%	Q4 2015
AVGOBroadcom Inc.	$10M	3.15%	0.00%	-13.0%	Q1 2016
METAMeta Platforms, Inc.	$8.59M	2.70%	Not reported	-8.0%	Q2 2015
GILDGilead Sciences, Inc.	$7.84M	2.47%	0.00%	-1.7%	Q2 2013
JPMJPMorgan Chase & Co	$7.42M	2.34%	0.00%	-2.1%	Q2 2013
CATCaterpillar Inc	$6.91M	2.18%	0.00%	-10.2%	Q3 2014
SCHWSchwab Charles Corp	$6.75M	2.12%	0.00%	+17.5%	Q3 2015
BMYBristol Myers Squibb Co	$6.71M	2.11%	0.01%	+5.9%	Q2 2013
XOMExxonMobil Holdings Corp	$6.31M	1.98%	0.00%	-1.9%	Q2 2013
AMATApplied Materials Inc	$5.36M	1.69%	0.00%	-8.8%	Q4 2015
KOCoca Cola Co	$4.84M	1.52%	0.00%	-1.0%	Q2 2013
GOOGAlphabet Inc.	$4.78M	1.50%	Not reported	-21.0%	Q4 2015
NRGNRG Energy, Inc.	$4.71M	1.48%	0.02%	+26.2%	Q4 2018
TSLATesla, Inc.	$4.58M	1.44%	0.00%	-0.3%	Q1 2021
BACBank of America Corp	$4.52M	1.42%	0.00%	-2.2%	Q2 2013
AXPAmerican Express Co	$4.25M	1.34%	0.00%	-15.6%	Q2 2013
VVisa Inc.	$4.15M	1.31%	0.00%	+0.1%	Q2 2013
CVXChevron Corp	$4.06M	1.28%	0.00%	+191.9%	Q2 2013
NEENextera Energy Inc	$3.75M	1.18%	0.00%	-17.9%	Q2 2013
PGRProgressive Corp	$3.64M	1.15%	0.00%	-33.5%	Q4 2014
GSGoldman Sachs Group Inc	$3.63M	1.14%	0.00%	-2.9%	Q4 2015
CSCOCisco Systems, Inc.	$3.6M	1.13%	0.00%	-0.4%	Q2 2013
MRKMerck & Co., Inc.	$3.36M	1.06%	0.00%	+663.9%	Q2 2015
WMTWalmart Inc.	$3.09M	0.97%	0.00%	-0.4%	Q2 2020
AMGNAmgen Inc	$2.94M	0.92%	0.00%	-1.1%	Q2 2013
CMCSAComcast Corp	$2.92M	0.92%	0.00%	+2.9%	Q2 2013
ABBVAbbVie Inc.	$2.83M	0.89%	0.00%	-23.5%	Q2 2014
DALDelta Air Lines, Inc.	$2.68M	0.84%	0.01%	-1.2%	Q1 2014
LRCXLam Research Corp	$2.37M	0.75%	0.00%	-0.2%	Q4 2016
EBAYEbay Inc	$2.35M	0.74%	0.01%	-1.4%	Q1 2019
LLYELI LILLY & Co	$2.32M	0.73%	0.00%	-9.1%	Q2 2013
CRMSalesforce, Inc.	$2.27M	0.71%	0.00%	+96.2%	Q1 2023
BKRBaker Hughes Co	$2.24M	0.71%	0.00%	+294.2%	Q1 2025
ORCLOracle Corp	$2.16M	0.68%	0.00%	-0.4%	Q2 2013
PFEPfizer Inc	$2.11M	0.66%	0.00%	-5.4%	Q2 2013
SYFSynchrony Financial	$2.1M	0.66%	0.01%	-25.3%	Q3 2018
COSTCostco Wholesale Corp	$2.07M	0.65%	0.00%	-0.5%	Q2 2017
PHMPultegroup Inc	$2.06M	0.65%	0.01%	-0.5%	Q1 2020
NTAPNetApp, Inc.	$2.05M	0.65%	0.01%	-1.5%	Q3 2025
EXPEExpedia Group, Inc.	$2.03M	0.64%	0.01%	+35.9%	Q3 2015
BABoeing Co	$2.01M	0.63%	0.00%	+36.1%	Q2 2013
RTXRTX Corp	$1.99M	0.63%	0.00%	+9.8%	Q2 2020
TAt&T Inc.	$1.97M	0.62%	0.00%	+49.5%	Q2 2013
KRKroger Co	$1.93M	0.61%	0.00%	-5.4%	Q2 2024
APHAmphenol Corp	$1.91M	0.60%	0.00%	+147.9%	Q2 2020
WFCWells Fargo & Company	$1.9M	0.60%	0.00%	-3.5%	Q2 2013

Q4 2025Reported Jan 26, 2026147 positions
NVDANvidia Corp	$16.9M	5.08%	0.00%	-17.1%	Q4 2016
AAPLApple Inc.	$16.3M	4.89%	0.00%	-1.9%	Q2 2013
MSFTMicrosoft Corp	$16.1M	4.85%	0.00%	-10.9%	Q2 2013
GOOGLAlphabet Inc.	$13.5M	4.04%	0.00%	-14.1%	Q4 2015
AVGOBroadcom Inc.	$12.8M	3.86%	0.00%	-12.0%	Q1 2016
AMZNAmazon Com Inc	$12.3M	3.70%	0.00%	-17.7%	Q4 2015
METAMeta Platforms, Inc.	$10.8M	3.23%	Not reported	-9.1%	Q2 2015
JPMJPMorgan Chase & Co	$8.3M	2.49%	0.00%	-0.1%	Q2 2013
GILDGilead Sciences, Inc.	$7.03M	2.11%	0.00%	+1.1%	Q2 2013
GOOGAlphabet Inc.	$6.62M	1.99%	Not reported	+0.3%	Q4 2015
PGRProgressive Corp	$6.29M	1.89%	0.00%	-3.7%	Q4 2014
CATCaterpillar Inc	$6.23M	1.87%	0.00%	-10.1%	Q3 2014
AXPAmerican Express Co	$6.15M	1.85%	0.00%	-3.4%	Q2 2013
SCHWSchwab Charles Corp	$6.1M	1.83%	0.00%	+145.2%	Q3 2015
BMYBristol Myers Squibb Co	$5.64M	1.69%	0.01%	+27.7%	Q2 2013
TSLATesla, Inc.	$5.55M	1.67%	0.00%	-7.6%	Q1 2021
BACBank of America Corp	$5.21M	1.56%	0.00%	+0.4%	Q2 2013
VVisa Inc.	$4.81M	1.44%	0.00%	-10.3%	Q2 2013
XOMExxonMobil Holdings Corp	$4.56M	1.37%	0.00%	+0.5%	Q2 2013
KOCoca Cola Co	$4.49M	1.35%	0.00%	-11.7%	Q2 2013
AMATApplied Materials Inc	$4.41M	1.33%	0.00%	-0.4%	Q4 2015
NRGNRG Energy, Inc.	$4.07M	1.22%	0.01%	+0.5%	Q4 2018
UNHUnitedhealth Group Inc	$3.99M	1.20%	0.00%	-16.7%	Q2 2013
NEENextera Energy Inc	$3.94M	1.18%	0.00%	-0.1%	Q2 2013
ABBVAbbVie Inc.	$3.89M	1.17%	0.00%	+11.5%	Q2 2014
GSGoldman Sachs Group Inc	$3.88M	1.17%	0.00%	-0.3%	Q4 2015
CSCOCisco Systems, Inc.	$3.59M	1.08%	0.00%	+0.4%	Q2 2013
SYFSynchrony Financial	$3.45M	1.04%	0.01%	+0.6%	Q3 2018
LLYELI LILLY & Co	$2.98M	0.89%	0.00%	+88.3%	Q2 2013
CMCSAComcast Corp	$2.96M	0.89%	0.00%	0.0%	Q2 2013
ORCLOracle Corp	$2.88M	0.86%	0.00%	-5.5%	Q2 2013
DALDelta Air Lines, Inc.	$2.84M	0.85%	0.01%	+0.7%	Q1 2014
WMTWalmart Inc.	$2.78M	0.83%	0.00%	Not reported	Q2 2020
AMGNAmgen Inc	$2.76M	0.83%	0.00%	-13.9%	Q2 2013
IBMInternational Business Machines Corp	$2.5M	0.75%	0.00%	-1.5%	Q2 2013
ACNAccenture plc	$2.33M	0.70%	0.00%	+14.4%	Q2 2015
WFCWells Fargo & Company	$2.31M	0.69%	0.00%	-0.3%	Q2 2013
EBAYEbay Inc	$2.28M	0.68%	0.01%	+0.6%	Q1 2019
NTAPNetApp, Inc.	$2.18M	0.66%	0.01%	-10.6%	Q3 2025
BLKBlackRock, Inc.	$2.07M	0.62%	0.00%	-0.3%	Q2 2013
PHMPultegroup Inc	$2.06M	0.62%	0.01%	-17.3%	Q1 2020
PFEPfizer Inc	$1.97M	0.59%	0.00%	+252.0%	Q2 2013
CCitigroup Inc	$1.96M	0.59%	0.00%	-1.3%	Q2 2013
LRCXLam Research Corp	$1.9M	0.57%	0.00%	-19.4%	Q4 2016
HDHome Depot, Inc.	$1.88M	0.57%	0.00%	-23.9%	Q2 2013
ANETArista Networks, Inc.	$1.84M	0.55%	0.00%	-52.3%	Q1 2025
EXPEExpedia Group, Inc.	$1.84M	0.55%	0.01%	-19.4%	Q3 2015
COSTCostco Wholesale Corp	$1.8M	0.54%	0.00%	-18.0%	Q2 2017
NFLXNetflix Inc	$1.79M	0.54%	0.00%	-35.1%	Q1 2019
KRKroger Co	$1.76M	0.53%	0.00%	+23.3%	Q2 2024

Q3 2025Reported Oct 28, 2025146 positions
NVDANvidia Corp	$20.4M	5.91%	0.00%	-2.7%	Q4 2016
MSFTMicrosoft Corp	$19.4M	5.62%	0.00%	-5.5%	Q2 2013
AAPLApple Inc.	$15.5M	4.50%	0.00%	-7.2%	Q2 2013
AMZNAmazon Com Inc	$14.2M	4.12%	0.00%	+17.0%	Q4 2015
AVGOBroadcom Inc.	$13.9M	4.03%	0.00%	+5.5%	Q1 2016
METAMeta Platforms, Inc.	$13.2M	3.82%	Not reported	-9.8%	Q2 2015
GOOGLAlphabet Inc.	$12.2M	3.52%	0.00%	+21.2%	Q4 2015
JPMJPMorgan Chase & Co	$8.13M	2.35%	0.00%	-10.3%	Q2 2013
PGRProgressive Corp	$7.08M	2.05%	0.00%	-15.4%	Q4 2014
GILDGilead Sciences, Inc.	$6.29M	1.82%	0.00%	+11.1%	Q2 2013
TSLATesla, Inc.	$5.95M	1.72%	0.00%	-3.2%	Q1 2021
CATCaterpillar Inc	$5.77M	1.67%	0.00%	-13.6%	Q3 2014
AXPAmerican Express Co	$5.72M	1.66%	0.00%	-23.9%	Q2 2013
VVisa Inc.	$5.22M	1.51%	0.00%	-19.2%	Q2 2013
GOOGAlphabet Inc.	$5.12M	1.48%	Not reported	+2.1%	Q4 2015
UNHUnitedhealth Group Inc	$5.01M	1.45%	0.00%	+14.1%	Q2 2013
BACBank of America Corp	$4.87M	1.41%	0.00%	-2.6%	Q2 2013
KOCoca Cola Co	$4.83M	1.40%	0.00%	-23.2%	Q2 2013
ORCLOracle Corp	$4.39M	1.27%	0.00%	-9.6%	Q2 2013
ANETArista Networks, Inc.	$4.29M	1.24%	0.00%	-5.1%	Q1 2025
XOMExxonMobil Holdings Corp	$4.25M	1.23%	0.00%	-23.0%	Q2 2013
NRGNRG Energy, Inc.	$4.12M	1.19%	0.01%	-8.4%	Q4 2018
NEENextera Energy Inc	$3.71M	1.07%	0.00%	+23.1%	Q2 2013
BMYBristol Myers Squibb Co	$3.69M	1.07%	0.00%	-8.8%	Q2 2013
NFLXNetflix Inc	$3.53M	1.02%	0.00%	-5.1%	Q1 2019
ABBVAbbVie Inc.	$3.53M	1.02%	0.00%	-22.9%	Q2 2014
AMATApplied Materials Inc	$3.53M	1.02%	0.00%	-2.2%	Q4 2015
GSGoldman Sachs Group Inc	$3.53M	1.02%	0.00%	-6.4%	Q4 2015
ADBEAdobe Inc.	$3.5M	1.01%	0.00%	+114.4%	Q2 2017
CSCOCisco Systems, Inc.	$3.18M	0.92%	0.00%	+0.6%	Q2 2013
TAt&T Inc.	$3.16M	0.91%	0.00%	-9.0%	Q2 2013
CMCSAComcast Corp	$3.11M	0.90%	0.00%	-4.3%	Q2 2013
CICigna Group	$3.08M	0.89%	0.00%	-16.3%	Q4 2017
SYFSynchrony Financial	$2.92M	0.85%	0.01%	+0.2%	Q3 2018
HDHome Depot, Inc.	$2.91M	0.84%	0.00%	-46.4%	Q2 2013
PHMPultegroup Inc	$2.81M	0.81%	0.01%	+24.9%	Q1 2020
AMGNAmgen Inc	$2.76M	0.80%	0.00%	+52.0%	Q2 2013
NTAPNetApp, Inc.	$2.7M	0.78%	0.01%	New	Q3 2025
IBMInternational Business Machines Corp	$2.41M	0.70%	0.00%	-5.6%	Q2 2013
SCHWSchwab Charles Corp	$2.38M	0.69%	0.00%	+40.3%	Q3 2015
EBAYEbay Inc	$2.36M	0.68%	0.01%	+10.2%	Q1 2019
COSTCostco Wholesale Corp	$2.36M	0.68%	0.00%	-19.4%	Q2 2017
DALDelta Air Lines, Inc.	$2.3M	0.67%	0.01%	+42.1%	Q1 2014
HWMHowmet Aerospace Inc.	$2.26M	0.66%	0.00%	-35.2%	Q4 2024
BLKBlackRock, Inc.	$2.26M	0.65%	0.00%	-0.4%	Q2 2013
APPAppLovin Corp	$2.18M	0.63%	0.00%	-5.0%	Q2 2024
WFCWells Fargo & Company	$2.08M	0.60%	0.00%	-9.7%	Q2 2013
PANWPalo Alto Networks Inc	$2.02M	0.58%	0.00%	New	Q3 2025
ACNAccenture plc	$1.87M	0.54%	0.00%	+62.0%	Q2 2015
VICIVici Properties Inc.	$1.86M	0.54%	0.01%	-23.4%	Q3 2024

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