WRIGHT INVESTORS SERVICE INC

CIK 0000108572 • 6 13F filings • Apr 9, 2025 – Aug 5, 2026

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Filer information

Filed by: WRIGHT INVESTORS SERVICE INC, Chairman, Chief Executive Officer & Chief Investment Officer
Address: 2 CORPORATE DRIVE, SUITE 770, SHELTON, CT, 06484
Phone: 203-783-4350
AUM: $333.1M

AUM over time

$365.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $333.1M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$817K	0.2%Prev: 0.3%	6,522 SH	Decreased-19 SH
ABBVIE INC	COM	$3.9M	1.2%Prev: 1.0%	17,005 SH	Increased+1,757 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$2.3M	0.7%Prev: 0.5%	8,676 SH	Increased+1,091 SH
ADOBE INC	COM	$477K	0.1%Prev: 1.0%	1,362 SH	Decreased-8,557 SH
ADT INC DEL	COM	$698K	0.2%Prev: 0.2%	86,476 SH	Decreased-259 SH
ADVANCED MICRO DEVICES INC	COM	$412K	0.1%	1,926 SH	New
AGCO CORP	COM	$477K	0.1%Prev: 0.1%	4,575 SH	Decreased-13 SH
ALPHABET INC	CAP STK CL A	$13.5M	4.0%Prev: 3.5%	43,001 SH	Increased-7,063 SH
ALPHABET INC	CAP STK CL C	$6.6M	2.0%Prev: 1.5%	21,082 SH	Increased+71 SH
AMAZON COM INC	COM	$12.3M	3.7%Prev: 4.1%	53,414 SH	Decreased-11,462 SH
AMERICAN EXPRESS CO	COM	$6.2M	1.8%Prev: 1.7%	16,627 SH	Increased-585 SH
AMERICAN HOMES 4 RENT	CL A	$497K	0.1%	15,469 SH	New
AMERICAN TOWER CORP NEW	COM	$342K	0.1%Prev: 0.1%	1,946 SH	Decreased-467 SH
AMERIPRISE FINL INC	COM	$829K	0.2%Prev: 0.3%	1,691 SH	Decreased-406 SH
AMGEN INC	COM	$2.8M	0.8%Prev: 0.8%	8,436 SH	Decreased-1,360 SH
AMPHENOL CORP NEW	CL A	$823K	0.2%	6,090 SH	New
APPLE INC	COM	$16.3M	4.9%Prev: 4.5%	59,886 SH	Increased-1,173 SH
APPLIED MATLS INC	COM	$4.4M	1.3%Prev: 1.0%	17,176 SH	Increased-62 SH
APPLOVIN CORP	COM CL A	$1.7M	0.5%Prev: 0.6%	2,449 SH	Decreased-588 SH
APTIV PLC	COM SHS	$550K	0.2%Prev: 0.2%	7,233 SH	Decreased-22 SH
ARCH CAP GROUP LTD	ORD	$359K	0.1%Prev: 0.2%	3,744 SH	Decreased-5,559 SH
ARISTA NETWORKS INC	COM SHS	$1.8M	0.6%Prev: 1.2%	14,050 SH	Decreased-15,418 SH
AT&T INC	COM	$1.1M	0.3%Prev: 0.9%	45,500 SH	Decreased-66,277 SH
BAKER HUGHES COMPANY	CL A	$424K	0.1%Prev: 0.1%	9,315 SH	Decreased-27 SH
BANK AMERICA CORP	COM	$5.2M	1.6%Prev: 1.4%	94,763 SH	Increased+376 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.5%Prev: 0.5%	3,216 SH	Decreased-11 SH
BJS WHSL CLUB HLDGS INC	COM	$613K	0.2%Prev: 0.2%	6,814 SH	Decreased-20 SH
BLACKROCK INC	COM	$2.1M	0.6%Prev: 0.7%	1,934 SH	Decreased-5 SH
BOEING CO	COM	$1.6M	0.5%Prev: 0.5%	7,402 SH	Decreased-684 SH
BP PLC	SPONSORED ADR	$497K	0.1%Prev: 0.1%	14,297 SH	Decreased-416 SH
BRISTOL-MYERS SQUIBB CO	COM	$5.6M	1.7%Prev: 1.1%	104,570 SH	Increased+22,657 SH
BROADCOM INC	COM	$12.8M	3.9%Prev: 4.0%	37,123 SH	Decreased-5,036 SH
C H ROBINSON WORLDWIDE INC	COM NEW	$759K	0.2%Prev: 0.2%	4,721 SH	Increased-15 SH
CATERPILLAR INC	COM	$6.2M	1.9%Prev: 1.7%	10,868 SH	Increased-1,215 SH
CBRE GROUP INC	CL A	$1.5M	0.5%Prev: 0.4%	9,443 SH	Increased+119 SH
CENCORA INC	COM	$965K	0.3%Prev: 0.2%	2,856 SH	Increased+944 SH
CHEVRON CORP NEW	COM	$1.0M	0.3%Prev: 0.3%	6,720 SH	Decreased-99 SH
CHUBB LIMITED	COM	$1.5M	0.5%Prev: 0.4%	4,927 SH	Increased+34 SH
CISCO SYS INC	COM	$3.6M	1.1%Prev: 0.9%	46,590 SH	Increased+170 SH
CITIGROUP INC	COM NEW	$2.0M	0.6%Prev: 0.5%	16,788 SH	Increased-216 SH
COCA COLA CO	COM	$4.5M	1.3%Prev: 1.4%	64,257 SH	Decreased-8,519 SH
COLGATE PALMOLIVE CO	COM	$800K	0.2%Prev: 0.3%	10,118 SH	Decreased-2,435 SH
COMCAST CORP NEW	CL A	$3.0M	0.9%Prev: 0.9%	98,937 SH	Decreased-16 SH
CONOCOPHILLIPS	COM	$917K	0.3%Prev: 0.3%	9,792 SH	Increased+109 SH
COSTCO WHSL CORP NEW	COM	$1.8M	0.5%Prev: 0.7%	2,088 SH	Decreased-458 SH
CRH PLC	ORD	$754K	0.2%Prev: 0.2%	6,043 SH	Increased-88 SH
CSX CORP	COM	$608K	0.2%Prev: 0.2%	16,759 SH	Increased+200 SH
D R HORTON INC	COM	$432K	0.1%Prev: 0.1%	3,000 SH	Decreased-7 SH
DELTA AIR LINES INC DEL	COM NEW	$2.8M	0.9%Prev: 0.7%	40,861 SH	Increased+302 SH
DISNEY WALT CO	COM	$522K	0.2%Prev: 0.3%	4,585 SH	Decreased-3,906 SH
DOLLAR GEN CORP NEW	COM	$674K	0.2%	5,079 SH	New
DUKE ENERGY CORP NEW	COM NEW	$429K	0.1%Prev: 0.1%	3,659 SH	Decreased-112 SH
EATON CORP PLC	SHS	$315K	0.1%Prev: 0.1%	990 SH	Decreased-53 SH
EBAY INC.	COM	$2.3M	0.7%Prev: 0.7%	26,168 SH	Decreased+167 SH
ELI LILLY & CO	COM	$3.0M	0.9%Prev: 0.3%	2,774 SH	Increased+1,301 SH
EMCOR GROUP INC	COM	$579K	0.2%Prev: 0.2%	946 SH	Decreased-59 SH
EMERSON ELEC CO	COM	$430K	0.1%Prev: 0.1%	3,241 SH	Decreased-95 SH
EOG RES INC	COM	$778K	0.2%Prev: 0.3%	7,410 SH	Decreased-2,719 SH
EXPEDIA GROUP INC	COM NEW	$1.8M	0.6%Prev: 0.5%	6,480 SH	Increased-1,556 SH
EXXON MOBIL CORP	COM	$4.6M	1.4%Prev: 1.2%	37,906 SH	Increased+176 SH
FIVE BELOW INC	COM	$605K	0.2%	3,214 SH	New
FLEX LTD	ORD	$682K	0.2%Prev: 0.2%	11,282 SH	Increased-26 SH
FORTINET INC	COM	$368K	0.1%Prev: 0.1%	4,630 SH	Decreased-1,110 SH
FRANKLIN RESOURCES INC	COM	$458K	0.1%Prev: 0.1%	19,174 SH	Increased-563 SH
FREEPORT-MCMORAN INC	CL B	$1.6M	0.5%Prev: 0.4%	31,688 SH	Increased-95 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.0M	0.3%Prev: 0.3%	12,218 SH	Increased-34 SH
GEN DIGITAL INC	COM	$465K	0.1%Prev: 0.1%	17,115 SH	Decreased-49 SH
GENERAC HLDGS INC	COM	$489K	0.1%Prev: 0.2%	3,585 SH	Decreased-9 SH
GENPACT LIMITED	SHS	$1.1M	0.3%Prev: 0.1%	24,285 SH	Increased+14,904 SH
GILEAD SCIENCES INC	COM	$7.0M	2.1%Prev: 1.8%	57,253 SH	Increased+629 SH
GOLDMAN SACHS GROUP INC	COM	$3.9M	1.2%Prev: 1.0%	4,416 SH	Increased-13 SH
HOME DEPOT INC	COM	$1.9M	0.6%Prev: 0.8%	5,472 SH	Decreased-1,721 SH
HOST HOTELS & RESORTS INC	COM	$616K	0.2%Prev: 0.2%	34,725 SH	Increased-101 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$618K	0.2%Prev: 0.2%	9,612 SH	Decreased-23 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.5M	0.7%Prev: 0.7%	8,427 SH	Increased-126 SH
INTERNATIONAL PAPER CO	COM	$261K	0.1%Prev: 0.1%	6,636 SH	Decreased-201 SH
JABIL INC	COM	$1.5M	0.5%Prev: 0.5%	6,729 SH	Decreased-1,158 SH
JPMORGAN CHASE & CO.	COM	$8.3M	2.5%Prev: 2.4%	25,756 SH	Increased-23 SH
KIMBERLY-CLARK CORP	COM	$210K	0.1%Prev: 0.1%	2,079 SH	Decreased-63 SH
KROGER CO	COM	$1.8M	0.5%Prev: 0.4%	28,217 SH	Increased+5,336 SH
LAM RESEARCH CORP	COM NEW	$1.9M	0.6%Prev: 0.5%	11,115 SH	Increased-2,674 SH
LOCKHEED MARTIN CORP	COM	$287K	0.1%Prev: 0.1%	594 SH	Decreased-18 SH
MACYS INC	COM	$501K	0.2%	22,733 SH	New
MAPLEBEAR INC	COM	$438K	0.1%Prev: 0.1%	9,737 SH	Increased-28 SH
MASTEC INC	COM	$831K	0.2%Prev: 0.2%	3,821 SH	Increased-10 SH
MERCK & CO INC	COM	$385K	0.1%Prev: 0.1%	3,656 SH	Increased-115 SH
META PLATFORMS INC	CL A	$10.8M	3.2%Prev: 3.8%	16,313 SH	Decreased-1,633 SH
MGM RESORTS INTERNATIONAL	COM	$911K	0.3%Prev: 0.3%	24,962 SH	Increased-72 SH
MICRON TECHNOLOGY INC	COM	$1.1M	0.3%Prev: 0.2%	4,025 SH	Increased-12 SH
MICROSOFT CORP	COM	$16.1M	4.8%Prev: 5.6%	33,382 SH	Decreased-4,061 SH
MIDDLEBY CORP	COM	$672K	0.2%	4,520 SH	New
MORGAN STANLEY	COM NEW	$621K	0.2%Prev: 0.2%	3,500 SH	Increased-105 SH
MUELLER INDS INC	COM	$728K	0.2%Prev: 0.2%	6,342 SH	Increased-123 SH
NETAPP INC	COM	$2.2M	0.7%Prev: 0.8%	20,381 SH	Decreased-2,424 SH
NETFLIX INC	COM	$1.8M	0.5%Prev: 1.0%	19,100 SH	Decreased+16,155 SH
NEW YORK TIMES CO	CL A	$580K	0.2%	8,356 SH	New
NEXTERA ENERGY INC	COM	$3.9M	1.2%Prev: 1.1%	49,133 SH	Increased-35 SH
NRG ENERGY INC	COM NEW	$4.1M	1.2%Prev: 1.2%	25,547 SH	Decreased+123 SH
NVIDIA CORPORATION	COM	$16.9M	5.1%Prev: 5.9%	90,702 SH	Decreased-18,647 SH
NXP SEMICONDUCTORS N V	COM	$1.1M	0.3%Prev: 0.2%	4,916 SH	Increased+1,758 SH
OCCIDENTAL PETE CORP	COM	$500K	0.2%Prev: 0.2%	12,158 SH	Decreased-33 SH
OMEGA HEALTHCARE INVS INC	COM	$1.2M	0.4%Prev: 0.3%	28,095 SH	Increased-368 SH
OMNICOM GROUP INC	COM	$522K	0.2%Prev: 0.2%	6,463 SH	Decreased-18 SH
ONEOK INC NEW	COM	$432K	0.1%Prev: 0.1%	5,881 SH	Decreased-175 SH
ORACLE CORP	COM	$2.9M	0.9%Prev: 1.3%	14,765 SH	Decreased-861 SH
OSHKOSH CORP	COM	$532K	0.2%	4,233 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$739K	0.2%Prev: 0.3%	4,159 SH	Decreased-996 SH
PALO ALTO NETWORKS INC	COM	$1.5M	0.4%Prev: 0.6%	8,000 SH	Decreased-1,921 SH
PAYPAL HLDGS INC	COM	$591K	0.2%Prev: 0.2%	10,118 SH	Decreased-28 SH
PEPSICO INC	COM	$1.4M	0.4%Prev: 0.4%	9,864 SH	Increased-28 SH
PFIZER INC	COM	$2.0M	0.6%Prev: 0.2%	79,263 SH	Increased+56,743 SH
PHILIP MORRIS INTL INC	COM	$1.3M	0.4%Prev: 0.4%	8,237 SH	Decreased-255 SH
PNC FINL SVCS GROUP INC	COM	$574K	0.2%Prev: 0.2%	2,752 SH	Increased-83 SH
PROGRESSIVE CORP	COM	$6.3M	1.9%Prev: 2.1%	27,616 SH	Decreased-1,060 SH
PULTE GROUP INC	COM	$2.1M	0.6%Prev: 0.8%	17,596 SH	Decreased-3,668 SH
QUALCOMM INC	COM	$1.7M	0.5%Prev: 0.5%	9,744 SH	Increased+30 SH
RIO TINTO PLC	SPONSORED ADR	$254K	0.1%Prev: 0.1%	3,178 SH	Increased-84 SH
RTX CORPORATION	COM	$1.7M	0.5%Prev: 0.5%	9,404 SH	Increased-27 SH
SALESFORCE INC	COM	$1.6M	0.5%Prev: 0.4%	6,186 SH	Increased+47 SH
SCHWAB CHARLES CORP	COM	$6.1M	1.8%Prev: 0.7%	61,075 SH	Increased+36,170 SH
SHARKNINJA INC	COM SHS	$546K	0.2%	4,875 SH	New
STEEL DYNAMICS INC	COM	$941K	0.3%Prev: 0.2%	5,555 SH	Increased+64 SH
SYNCHRONY FINANCIAL	COM	$3.4M	1.0%Prev: 0.8%	41,347 SH	Increased+263 SH
T-MOBILE US INC	COM	$389K	0.1%Prev: 0.1%	1,917 SH	Decreased-5 SH
TARGET CORP	COM	$204K	0.1%	2,088 SH	New
TESLA INC	COM	$5.6M	1.7%Prev: 1.7%	12,351 SH	Decreased-1,020 SH
THE CIGNA GROUP	COM	$1.6M	0.5%Prev: 0.9%	5,761 SH	Decreased-4,922 SH
TJX COS INC NEW	COM	$1.6M	0.5%Prev: 0.5%	10,565 SH	Decreased-1,625 SH
TKO GROUP HOLDINGS INC	CL A	$1.1M	0.3%Prev: 0.4%	5,497 SH	Decreased-668 SH
TORONTO DOMINION BK ONT	COM NEW	$505K	0.2%Prev: 0.1%	5,362 SH	Increased-156 SH
TRAVEL PLUS LEISURE CO	COM	$332K	0.1%Prev: 0.1%	4,706 SH	Increased-122 SH
TRUIST FINL CORP	COM	$495K	0.1%Prev: 0.1%	10,055 SH	Increased-302 SH
UBER TECHNOLOGIES INC	COM	$1.2M	0.4%Prev: 0.5%	14,381 SH	Decreased-3,453 SH
UGI CORP NEW	COM	$493K	0.1%Prev: 0.1%	13,167 SH	Increased+679 SH
ULTA BEAUTY INC	COM	$556K	0.2%Prev: 0.1%	919 SH	Increased-2 SH
UNITED PARCEL SERVICE INC	CL B	$221K	0.1%	2,233 SH	New
UNITEDHEALTH GROUP INC	COM	$4.0M	1.2%Prev: 1.5%	12,086 SH	Decreased-2,422 SH
US BANCORP DEL	COM NEW	$273K	0.1%Prev: 0.1%	5,122 SH	Increased-158 SH
US FOODS HLDG CORP	COM	$1.0M	0.3%Prev: 0.3%	13,427 SH	Decreased-37 SH
VALERO ENERGY CORP	COM	$1.2M	0.4%Prev: 0.2%	7,326 SH	Increased+3,149 SH
VERIZON COMMUNICATIONS INC	COM	$261K	0.1%Prev: 0.3%	6,399 SH	Decreased-13,565 SH
VERTIV HOLDINGS CO	COM CL A	$868K	0.3%Prev: 0.3%	5,356 SH	Decreased-1,284 SH
VICI PPTYS INC	COM	$1.6M	0.5%Prev: 0.5%	56,895 SH	Decreased-152 SH
VISA INC	COM CL A	$4.8M	1.4%Prev: 1.5%	13,715 SH	Decreased-1,567 SH
WALMART INC	COM	$2.8M	0.8%	24,936 SH	New
WELLS FARGO CO NEW	COM	$2.3M	0.7%Prev: 0.6%	24,790 SH	Increased-72 SH
ZOOM COMMUNICATIONS INC	CL A	$1.3M	0.4%Prev: 0.4%	15,594 SH	Increased-46 SH

Sold (vs prior filing)

BORGWARNER INC — $334K
BUILDERS FIRSTSOURCE INC — $331K
CACI INTL INC — $699K
CHIPOTLE MEXICAN GRILL INC — $640K
DIGITAL RLTY TR INC — $202K
HONEYWELL INTL INC — $846K
HOWARD HUGHES HOLDINGS INC — $786K
HOWMET AEROSPACE INC — $2.3M
NISOURCE INC — $476K
PILGRIMS PRIDE CORP — $416K
SERVICENOW INC — $978K
VISTRA CORP — $345K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0001062993-26-000423	$333.1M	View
Oct 28, 2025	Q3 2025	13F-HR	0001062993-25-016320	$345.4M	View
Aug 5, 2026	Q2 2026