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Wright Investors Service Inc Top Holdings and 13F Report (2025)

About Wright Investors Service Inc

Investment Activity

  • Wright Investors Service Inc has $302.53 million in total holdings as of March 31, 2025.
  • Wright Investors Service Inc owns shares of 141 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
  • Approximately 11.58% of the portfolio was purchased this quarter.
  • About 9.56% of the portfolio was sold this quarter.
  • This quarter, Wright Investors Service Inc has purchased 133 new stocks and bought additional shares in 45 stocks.
  • Wright Investors Service Inc sold shares of 75 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Apple
$16,249,698
Microsoft
$15,258,477
Meta Platforms
$11,871,863
NVIDIA
$11,820,898
Amazon.com
$10,849,006

Largest New Holdings this Quarter

194162103 - Colgate-Palmolive
$2,091,008 Holding
031162100 - Amgen
$2,048,130 Holding
084670702 - Berkshire Hathaway
$1,648,335 Holding
03076C106 - Ameriprise Financial
$1,462,496 Holding
87256C101 - TKO GROUP HOLDINGS INC
$1,091,063 Holding

Largest Purchases this Quarter

Colgate-Palmolive
22,316 shares (about $2.09M)
Amgen
6,574 shares (about $2.05M)
American Express
6,990 shares (about $1.88M)
Tesla
6,753 shares (about $1.75M)
Berkshire Hathaway
3,095 shares (about $1.65M)

Largest Sales this Quarter

Apple
7,351 shares (about $1.63M)
Philip Morris International
9,763 shares (about $1.55M)
Jabil
9,815 shares (about $1.34M)
CSX
42,301 shares (about $1.24M)
Home Depot
3,329 shares (about $1.22M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWright Investors Service Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$16,249,698$1,632,878 -9.1%73,1545.4%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$15,258,477$832,990 5.8%40,6475.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$11,871,863$447,832 3.9%20,5983.9%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$11,820,898$212,967 1.8%109,0693.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,849,006$577,439 5.6%57,0223.6%Retail/Wholesale
The Progressive Co. stock logo
PGR
Progressive
$8,702,274$486,211 5.9%30,7492.9%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$8,025,873$801,624 11.1%38,3062.7%Medical
Visa Inc. stock logo
V
Visa
$7,276,601$463,308 6.8%20,7632.4%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,038,148$306,380 -4.2%28,6922.3%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$6,933,109$634,727 -8.4%41,4092.3%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$6,452,962$90,241 1.4%90,1002.1%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$6,372,309$872,857 15.9%40,7882.1%Computer and Technology
American Express stock logo
AXP
American Express
$6,137,838$1,880,660 44.2%22,8132.0%Finance
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$5,677,013$278,332 5.2%50,6651.9%Medical
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$5,453,238$12,259 -0.2%89,4121.8%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$5,409,769$16,888 0.3%45,4871.8%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$5,383,005$1,220,045 -18.5%14,6881.8%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,287,024$508,552 -8.8%16,0311.7%Industrials
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,650,798$304,950 7.0%30,0751.5%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,425,164$653,640 17.3%8,4491.5%Medical
Oracle Co. stock logo
ORCL
Oracle
$4,222,681$16,917 0.4%30,2031.4%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$4,037,920$431,739 12.0%96,7631.3%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$3,969,044$1,197,154 43.2%14,7901.3%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$3,795,178$318,393 -7.7%26,1521.3%Computer and Technology
The Cigna Group stock logo
CI
The Cigna Group
$3,528,854$373,744 -9.6%10,7261.2%Medical
Comcast Co. stock logo
CMCSA
Comcast
$3,394,948$3,100 -0.1%92,0041.1%Consumer Discretionary
Tesla, Inc. stock logo
TSLA
Tesla
$3,299,884$1,750,107 112.9%12,7331.1%Auto/Tires/Trucks
NRG Energy, Inc. stock logo
NRG
NRG Energy
$3,086,222$9,451 0.3%32,3301.0%Utilities
Netflix, Inc. stock logo
NFLX
Netflix
$3,013,937$248,986 9.0%3,2321.0%Consumer Discretionary
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,835,451$1,111 0.0%45,9480.9%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,600,671$27,789 -1.1%36,6860.9%Utilities
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,572,480$511,874 24.8%4,7090.9%Finance
Chubb Limited stock logo
CB
Chubb
$2,558,157$9,362 0.4%8,4710.8%Finance
VICI Properties Inc. stock logo
VICI
VICI Properties
$2,419,980$37,709 1.6%74,1870.8%Finance
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$2,357,324$95,611 4.2%18,1710.8%Aerospace
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,232,987$359,396 -13.9%2,3610.7%Retail/Wholesale
International Business Machines Co. stock logo
IBM
International Business Machines
$2,216,058$104,437 -4.5%8,9120.7%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,215,917$183,352 9.0%2,6830.7%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$2,136,715$272,965 14.6%13,9100.7%Computer and Technology
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$2,091,008$2,091,008 New Holding22,3160.7%Consumer Staples
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$2,075,472$28,745 -1.4%17,0400.7%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$2,048,130$2,048,130 New Holding6,5740.7%Medical
Synchrony Financial stock logo
SYF
Synchrony Financial
$2,007,802$278,464 -12.2%37,9260.7%Finance
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$1,928,733$24,721 1.3%44,2370.6%Transportation
Adobe Inc. stock logo
ADBE
Adobe
$1,819,466$1,041,284 133.8%4,7440.6%Computer and Technology
BLACKROCK INC
$1,817,242$1,178,368 184.4%1,9200.6%COM
PulteGroup, Inc. stock logo
PHM
PulteGroup
$1,754,282$705,722 -28.7%17,0650.6%Construction
The Kroger Co. stock logo
KR
Kroger
$1,674,854$978,391 -36.9%24,7430.6%Retail/Wholesale
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$1,669,668$39,365 2.4%12,7670.6%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,648,335$1,648,335 New Holding3,0950.5%Finance
Citigroup Inc. stock logo
C
Citigroup
$1,632,983$53,526 -3.2%23,0030.5%Finance
eBay Inc. stock logo
EBAY
eBay
$1,595,719$20,658 1.3%23,5600.5%Retail/Wholesale
AT&T Inc. stock logo
T
AT&T
$1,575,224$80,202 -4.8%55,7010.5%Computer and Technology
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$1,462,496$1,462,496 New Holding3,0210.5%Finance
HOWARD HUGHES HOLDINGS INC
$1,402,631$10,668 -0.8%18,9340.5%COM
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,398,541$436,770 45.4%19,4810.5%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,386,030$1,549,681 -52.8%8,7320.5%Consumer Staples
MetLife, Inc. stock logo
MET
MetLife
$1,339,478$31,474 2.4%16,6830.4%Finance
RTX Co. stock logo
RTX
RTX
$1,319,037$9,670 -0.7%9,9580.4%Aerospace
Omega Healthcare Investors, Inc. stock logo
OHI
Omega Healthcare Investors
$1,284,438$17,403 -1.3%33,7300.4%Finance
UGI Co. stock logo
UGI
UGI
$1,222,565$7,838 -0.6%36,9690.4%Utilities
American Tower Co. stock logo
AMT
American Tower
$1,208,115$99,661 9.0%5,5520.4%Finance
Chevron Co. stock logo
CVX
Chevron
$1,195,622$55,038 -4.4%7,1470.4%Energy
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$1,159,517$8,926 -0.8%15,7180.4%Computer and Technology
EOG Resources, Inc. stock logo
EOG
EOG Resources
$1,130,692$399,211 54.6%8,8170.4%Energy
TKO GROUP HOLDINGS INC
$1,091,063$1,091,063 New Holding7,1400.4%CL A
Cencora, Inc. stock logo
COR
Cencora
$1,070,647$1,021,147 -48.8%3,8500.4%Medical
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$1,009,777$1,009,777 New Holding6,0070.3%Retail/Wholesale
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$1,006,600$929,403 -48.0%1,6560.3%Industrials
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$1,000,158$82,889 9.0%12,3920.3%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$998,740$534,027 -34.8%9,5100.3%Energy
CRH PLC
$958,873$324,081 -25.3%10,9000.3%ORD
US Foods Holding Corp. stock logo
USFD
US Foods
$954,669$813,995 -46.0%14,5840.3%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$953,104$36,379 -3.7%21,0120.3%Computer and Technology
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$949,200$7,213 -0.8%9,8690.3%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$936,774$936,774 New Holding7,0620.3%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$926,707$926,707 New Holding1,1640.3%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$887,637$162,825 -15.5%9,8890.3%Medical
APPLOVIN CORP
$882,880$394,275 -30.9%3,3320.3%COM CL A
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$865,140$71,111 9.0%11,8740.3%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$853,192$309,952 -26.6%7,7570.3%Transportation
The Walt Disney Company stock logo
DIS
Walt Disney
$848,919$6,317 -0.7%8,6010.3%Consumer Discretionary
FedEx Co. stock logo
FDX
FedEx
$837,872$837,872 New Holding3,4370.3%Transportation
Honeywell International Inc. stock logo
HON
Honeywell International
$835,142$231,443 -21.7%3,9440.3%Multi-Sector Conglomerates
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$819,606$67,468 -7.6%6,5600.3%Retail/Wholesale
MGM Resorts International stock logo
MGM
MGM Resorts International
$790,084$6,135 -0.8%26,6560.3%Consumer Discretionary
ARISTA NETWORKS INC
$784,485$784,485 New Holding10,1250.3%COM SHS
Emerson Electric Co. stock logo
EMR
Emerson Electric
$780,966$39,141 -4.8%7,1230.3%Industrials
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$700,982$5,090 -0.7%10,7430.2%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$677,506$56,312 9.1%3,0680.2%Business Services
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$677,183$16,135 2.4%5,4140.2%Basic Materials
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$640,002$640,002 New Holding12,9660.2%Energy
ONEOK, Inc. stock logo
OKE
ONEOK
$617,446$60,623 -8.9%6,2230.2%Energy
Pfizer Inc. stock logo
PFE
Pfizer
$617,029$189,163 44.2%24,3500.2%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$614,693$14,795 2.5%5,9830.2%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$601,662$601,662 New Holding1,2410.2%Medical
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$585,189$2,499 -0.4%5,3860.2%Construction
GE VERNOVA INC
$584,306$584,306 New Holding1,9140.2%COM
LKQ Co. stock logo
LKQ
LKQ
$579,267$4,382 -0.8%13,6170.2%Auto/Tires/Trucks
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$579,113$13,684 2.4%3,0470.2%Computer and Technology

Showing largest 100 holdings. View all holdings.
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