Wright Investors Service Inc Top Holdings and 13F Report (2025) About Wright Investors Service IncInvestment ActivityWright Investors Service Inc has $307.95 million in total holdings as of December 31, 2024.Wright Investors Service Inc owns shares of 133 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 4.76% of the portfolio was purchased this quarter.About 30.38% of the portfolio was sold this quarter.This quarter, Wright Investors Service Inc has purchased 137 new stocks and bought additional shares in 31 stocks.Wright Investors Service Inc sold shares of 92 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $20,160,062Microsoft $16,197,402NVIDIA $14,382,996Amazon.com $11,844,208Meta Platforms $11,605,394 Largest New Holdings this Quarter Howmet Aerospace $1,906,757 HoldingJabil $1,850,698 HoldingBLACKROCK INC $691,949 HoldingBooking $526,653 HoldingGenesis Healthcare $502,615 Holding Largest Purchases this Quarter Howmet Aerospace 17,434 shares (about $1.91M)Jabil 12,861 shares (about $1.85M)Parker-Hannifin 2,239 shares (about $1.42M)Caterpillar 3,454 shares (about $1.25M)Cencora 5,391 shares (about $1.21M) Largest Sales this Quarter Microsoft 12,149 shares (about $5.12M)Home Depot 7,231 shares (about $2.81M)Meta Platforms 4,679 shares (about $2.74M)AbbVie 14,046 shares (about $2.50M)UnitedHealth Group 4,912 shares (about $2.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWright Investors Service Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$20,160,062$1,713,374 ▼-7.8%80,5056.5%Computer and TechnologyMSFTMicrosoft$16,197,402$5,120,804 ▼-24.0%38,4285.3%Computer and TechnologyNVDANVIDIA$14,382,996$1,142,405 ▲8.6%107,1044.7%Computer and TechnologyAMZNAmazon.com$11,844,208$1,476,495 ▼-11.1%53,9873.8%Retail/WholesaleMETAMeta Platforms$11,605,394$2,739,601 ▼-19.1%19,8213.8%Computer and TechnologyAVGOBroadcom$10,479,168$1,339,340 ▼-11.3%45,2003.4%Computer and TechnologyJPMJPMorgan Chase & Co.$7,177,157$1,411,412 ▼-16.4%29,9412.3%FinanceHDHome Depot$7,008,433$2,812,787 ▼-28.6%18,0172.3%Retail/WholesalePGRProgressive$6,956,118$979,526 ▼-12.3%29,0312.3%FinanceGOOGAlphabet$6,703,678$1,174,443 ▼-14.9%35,2012.2%Computer and TechnologyCATCaterpillar$6,374,781$1,252,973 ▲24.5%17,5732.1%Industrial ProductsVVisa$6,144,134$1,020,809 ▼-14.2%19,4412.0%Business ServicesABBVAbbVie$6,127,096$2,495,974 ▼-28.9%34,4802.0%MedicalKOCoca-Cola$5,531,178$2,303,931 ▼-29.4%88,8401.8%Consumer StaplesGOOGLAlphabet$5,319,898$20,634 ▼-0.4%28,1031.7%Computer and TechnologyBMYBristol-Myers Squibb$5,068,511$1,706,302 ▼-25.2%89,6131.6%MedicalORCLOracle$5,012,864$310,950 ▲6.6%30,0821.6%Computer and TechnologyXOMExxon Mobil$4,877,762$517,412 ▼-9.6%45,3451.6%Oils/EnergyAXPAmerican Express$4,696,108$703,689 ▼-13.0%15,8231.5%FinanceAMATApplied Materials$4,609,910$677,029 ▼-12.8%28,3461.5%Computer and TechnologyGILDGilead Sciences$4,450,479$1,472,563 ▼-24.9%48,1811.4%MedicalBACBank of America$3,798,027$24,788 ▲0.7%86,4171.2%FinanceUNHUnitedHealth Group$3,642,698$2,484,784 ▼-40.6%7,2011.2%MedicalCMCSAComcast$3,456,063$1,212,745 ▼-26.0%92,0881.1%Consumer DiscretionaryCRMSalesforce$3,453,295$457,029 ▼-11.7%10,3291.1%Computer and TechnologyCIThe Cigna Group$3,275,573$79,804 ▼-2.4%11,8621.1%MedicalNRGNRG Energy$2,907,881$260,285 ▲9.8%32,2310.9%UtilitiesSYFSynchrony Financial$2,807,090$501,475 ▼-15.2%43,1860.9%FinanceCSCOCisco Systems$2,719,056$1,914,706 ▼-41.3%45,9300.9%Computer and TechnologyNEENextEra Energy$2,658,122$634,743 ▼-19.3%37,0780.9%UtilitiesNFLXNetflix$2,642,764$237,091 ▼-8.2%2,9650.9%Consumer DiscretionaryDALDelta Air Lines$2,642,035$411,158 ▲18.4%43,6700.9%TransportationPHMPulteGroup$2,605,977$833,085 ▼-24.2%23,9300.8%ConstructionCOSTCostco Wholesale$2,511,496$636,808 ▼-20.2%2,7410.8%Retail/WholesaleTSLATesla$2,414,963$213,631 ▼-8.1%5,9800.8%Auto/Tires/TrucksKRKroger$2,396,897$16,082 ▲0.7%39,1970.8%Retail/WholesaleCBChubb$2,331,972$264,143 ▼-10.2%8,4400.8%FinancePMPhilip Morris International$2,225,873$2,429,987 ▼-52.2%18,4950.7%Consumer StaplesGSThe Goldman Sachs Group$2,159,923$14,888 ▲0.7%3,7720.7%FinanceVICIVICI Properties$2,133,236$14,167 ▲0.7%73,0310.7%FinanceTJXTJX Companies$2,087,114$184,719 ▼-8.1%17,2760.7%Retail/WholesaleIBMInternational Business Machines$2,051,454$1,980,449 ▼-49.1%9,3320.7%Computer and TechnologyPHParker-Hannifin$2,025,756$1,424,071 ▲236.7%3,1850.7%Industrial ProductsHWMHowmet Aerospace$1,906,757$1,906,757 ▲New Holding17,4340.6%AerospaceLLYEli Lilly and Company$1,899,892$948,016 ▼-33.3%2,4610.6%MedicalSYYSysco$1,893,073$643,564 ▼-25.4%24,7590.6%Consumer StaplesCSXCSX$1,889,699$239,056 ▼-11.2%58,5590.6%TransportationQCOMQUALCOMM$1,863,871$342,265 ▼-15.5%12,1330.6%Computer and TechnologyJBLJabil$1,850,698$1,850,698 ▲New Holding12,8610.6%Computer and TechnologyUSFDUS Foods$1,822,702$3,373 ▲0.2%27,0190.6%Consumer StaplesCORCencora$1,690,043$1,211,250 ▲253.0%7,5220.5%MedicalCCitigroup$1,672,255$1,524,225 ▼-47.7%23,7570.5%FinanceCBRECBRE Group$1,636,661$526,998 ▼-24.4%12,4660.5%FinanceAPPLOVIN CORP$1,560,861$1,033,018 ▼-39.8%4,8200.5%COM CL ACVSCVS Health$1,515,127$232,351 ▼-13.3%33,7520.5%Retail/WholesaleHOWARD HUGHES HOLDINGS INC$1,467,480$9,692 ▲0.7%19,0780.5%COMCOPConocoPhillips$1,447,386$228,488 ▲18.7%14,5950.5%Oils/EnergyEBAYeBay$1,440,647$299,404 ▼-17.2%23,2550.5%Retail/WholesaleCRH PLC$1,349,312$3,331 ▲0.2%14,5840.4%ORDMETMetLife$1,333,907$430,443 ▼-24.4%16,2910.4%FinanceUPSUnited Parcel Service$1,333,508$1,007,035 ▼-43.0%10,5750.4%TransportationTAT&T$1,332,887$1,476,019 ▼-52.5%58,5370.4%Computer and TechnologyOHIOmega Healthcare Investors$1,293,978$1,214,871 ▼-48.4%34,1870.4%FinanceZMZoom Video Communications$1,292,621$8,324 ▲0.6%15,8390.4%Computer and TechnologyMDLZMondelez International$1,208,577$124,358 ▼-9.3%20,2340.4%Consumer StaplesDLRDigital Realty Trust$1,165,413$779,011 ▼-40.1%6,5720.4%FinanceMRKMerck & Co., Inc.$1,164,214$964,458 ▼-45.3%11,7030.4%MedicalRTXRTX$1,160,787$7,638 ▲0.7%10,0310.4%AerospaceHONHoneywell International$1,137,808$865,159 ▼-43.2%5,0370.4%Multi-Sector ConglomeratesCVXChevron$1,082,824$981,291 ▼-47.5%7,4760.4%Oils/EnergyUGIUGI$1,050,325$13,663 ▲1.3%37,2060.3%UtilitiesBLDRBuilders FirstSource$1,014,803$5,574 ▼-0.5%7,1000.3%Retail/WholesaleHSTHost Hotels & Resorts$983,643$6,342 ▲0.6%56,1440.3%FinanceDISWalt Disney$964,848$405,648 ▲72.5%8,6650.3%Consumer DiscretionaryWFCWells Fargo & Company$941,005$6,392 ▲0.7%13,3970.3%FinanceAMTAmerican Tower$934,291$82,351 ▼-8.1%5,0940.3%FinanceMGMMGM Resorts International$930,803$6,168 ▲0.7%26,8630.3%Consumer DiscretionaryGDDYGoDaddy$928,626$86,251 ▼-8.5%4,7050.3%Computer and TechnologyEMREmerson Electric$926,996$1,501,659 ▼-61.8%7,4800.3%Industrial ProductsPYPLPayPal$923,572$6,145 ▲0.7%10,8210.3%Computer and TechnologyACGLArch Capital Group$918,328$977,524 ▼-51.6%9,9440.3%FinanceADBEAdobe$902,256$1,970,378 ▼-68.6%2,0290.3%Computer and TechnologyGEHCGE HealthCare Technologies$888,516$76,538 ▼-7.9%11,3650.3%MedicalVZVerizon Communications$872,342$625,684 ▼-41.8%21,8140.3%Computer and TechnologyCTSHCognizant Technology Solutions$856,897$5,691 ▲0.7%11,1430.3%Computer and TechnologyWECWEC Energy Group$800,374$5,266 ▲0.7%8,5110.3%UtilitiesCNCCentene$778,029$5,210 ▲0.7%12,8430.3%MedicalVRTVertiv$759,483$67,257 ▼-8.1%6,6850.2%Computer and TechnologyTGTTarget$753,088$260,762 ▼-25.7%5,5710.2%Retail/WholesaleAMDAdvanced Micro Devices$705,293$228,052 ▼-24.4%5,8390.2%Computer and TechnologyEOGEOG Resources$699,196$400,836 ▼-36.4%5,7040.2%Oils/EnergyBLACKROCK INC$691,949$691,949 ▲New Holding6750.2%COMOKEONEOK$686,134$1,434,416 ▼-67.6%6,8340.2%Oils/EnergyUBERUber Technologies$657,367$58,088 ▼-8.1%10,8980.2%Computer and TechnologyWMSAdvanced Drainage Systems$625,280$8,208 ▼-1.3%5,4090.2%ConstructionNXPINXP Semiconductors$618,354$190,391 ▼-23.5%2,9750.2%Computer and TechnologyPNCThe PNC Financial Services Group$615,963$1,294,409 ▼-67.8%3,1940.2%FinanceSTLDSteel Dynamics$602,860$194,489 ▼-24.4%5,2850.2%Basic MaterialsFIFiserv$577,846$51,560 ▼-8.2%2,8130.2%Business ServicesFCXFreeport-McMoRan$571,124$141,772 ▲33.0%14,9980.2%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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