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Livermore
Livermore
ZHEN

Wright Investors Service Inc

SEC CIK
0000108572
Latest filing
Aug 5, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 13, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
133
−4 vs. Q3 2024
Portfolio value
$307.9M
−$74.1M (−19.4%) vs. Q3 2024
Filed
Jan 13, 2025
SEC
Holdings of Wright Investors Service Inc in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock80,505$20.2M6.5%−6,842−7.8%ReducedHistory
MSFTMicrosoft CorpStock38,428$16.2M5.3%−12,149−24.0%ReducedHistory
NVDANVIDIA CorpStock107,104$14.4M4.7%+8,507+8.6%AddedHistory
AMZNAmazon Com IncStock53,987$11.8M3.8%−6,730−11.1%ReducedHistory
METAMeta Platforms, Inc.Stock19,821$11.6M3.8%−4,679−19.1%ReducedHistory
AVGOBroadcom Inc.Stock45,200$10.5M3.4%−5,777−11.3%ReducedHistory
JPMJPMorgan Chase & CoStock29,941$7.18M2.3%−5,888−16.4%ReducedHistory
HDHome Depot, Inc.Stock18,017$7.01M2.3%−7,231−28.6%ReducedHistory
PGRProgressive CorpStock29,031$6.96M2.3%−4,088−12.3%ReducedHistory
GOOGAlphabet Inc.Stock35,201$6.70M2.2%−6,167−14.9%ReducedHistory
CATCaterpillar IncStock17,573$6.37M2.1%+3,454+24.5%AddedHistory
VVisa Inc.Stock19,441$6.14M2.0%−3,230−14.2%ReducedHistory
ABBVAbbVie Inc.Stock34,480$6.13M2.0%−14,046−28.9%ReducedHistory
KOCoca Cola CoStock88,840$5.53M1.8%−37,005−29.4%ReducedHistory
GOOGLAlphabet Inc.Stock28,103$5.32M1.7%−109−0.4%ReducedHistory
BMYBristol Myers Squibb CoStock89,613$5.07M1.6%−30,168−25.2%ReducedHistory
ORCLOracle CorpStock30,082$5.01M1.6%+1,866+6.6%AddedHistory
XOMExxonMobil Holdings CorpCOM45,345$4.88M1.6%−4,810−9.6%ReducedHistory
AXPAmerican Express CoStock15,823$4.70M1.5%−2,371−13.0%ReducedHistory
AMATApplied Materials IncStock28,346$4.61M1.5%−4,163−12.8%ReducedHistory
GILDGilead Sciences, Inc.Stock48,181$4.45M1.4%−15,942−24.9%ReducedHistory
BACBank of America CorpStock86,417$3.80M1.2%+564+0.7%AddedHistory
UNHUnitedHealth Group IncStock7,201$3.64M1.2%−4,912−40.6%ReducedHistory
CMCSAComcast CorpStock92,088$3.46M1.1%−32,314−26.0%ReducedHistory
CRMSalesforce, Inc.Stock10,329$3.45M1.1%−1,367−11.7%ReducedHistory
CICigna GroupStock11,862$3.28M1.1%−289−2.4%ReducedHistory
NRGNRG Energy, Inc.Stock32,231$2.91M0.9%+2,885+9.8%AddedHistory
SYFSynchrony FinancialCOM43,186$2.81M0.9%−7,715−15.2%ReducedHistory
CSCOCisco Systems, Inc.Stock45,930$2.72M0.9%−32,343−41.3%ReducedHistory
NEENextera Energy IncStock37,078$2.66M0.9%−8,854−19.3%ReducedHistory
NFLXNetflix IncStock2,965$2.64M0.9%−266−8.2%ReducedHistory
DALDelta Air Lines, Inc.COM NEW43,670$2.64M0.9%+6,796+18.4%AddedHistory
PHMPultegroup IncCOM23,930$2.61M0.8%−7,650−24.2%ReducedHistory
COSTCostco Wholesale CorpStock2,741$2.51M0.8%−695−20.2%ReducedHistory
TSLATesla, Inc.Stock5,980$2.41M0.8%−529−8.1%ReducedHistory
KRKroger CoStock39,197$2.40M0.8%+263+0.7%AddedHistory
CBChubb LtdStock8,440$2.33M0.8%−956−10.2%ReducedHistory
PMPhilip Morris International Inc.Stock18,495$2.23M0.7%−20,191−52.2%ReducedHistory
GSGoldman Sachs Group IncStock3,772$2.16M0.7%+26+0.7%AddedHistory
VICIVici Properties Inc.COM73,031$2.13M0.7%+485+0.7%AddedHistory
TJXTJX Companies IncStock17,276$2.09M0.7%−1,529−8.1%ReducedHistory
IBMInternational Business Machines CorpStock9,332$2.05M0.7%−9,009−49.1%ReducedHistory
PHParker-Hannifin CorpStock3,185$2.03M0.7%+2,239+236.7%AddedHistory
HWMHowmet Aerospace Inc.Stock17,434$1.91M0.6%+17,434NewHistory
LLYEli Lilly & CoStock2,461$1.90M0.6%−1,228−33.3%ReducedHistory
SYYSysco CorpStock24,759$1.89M0.6%−8,417−25.4%ReducedHistory
CSXCSX CorpStock58,559$1.89M0.6%−7,408−11.2%ReducedHistory
QCOMQualcomm IncStock12,133$1.86M0.6%−2,228−15.5%ReducedHistory
JBLJabil IncStock12,861$1.85M0.6%+12,861NewHistory
USFDUS Foods Holding Corp.COM27,019$1.82M0.6%+50+0.2%AddedHistory
CORCencora, Inc.Stock7,522$1.69M0.5%+5,391+253.0%AddedHistory
CCitigroup IncStock23,757$1.67M0.5%−21,654−47.7%ReducedHistory
CBRECbre Group, Inc.CL A12,466$1.64M0.5%−4,014−24.4%ReducedHistory
APPAppLovin CorpCOM CL A4,820$1.56M0.5%−3,190−39.8%ReducedHistory
CVSCVS Health CorpStock33,752$1.52M0.5%−5,176−13.3%ReducedHistory
HHHHoward Hughes Holdings Inc.COM19,078$1.47M0.5%+126+0.7%AddedHistory
COPConocoPhillipsStock14,595$1.45M0.5%+2,304+18.7%AddedHistory
EBAYeBay IncCOM23,255$1.44M0.5%−4,833−17.2%ReducedHistory
CRHCRH Public Ltd CoORD14,584$1.35M0.4%+36+0.2%AddedHistory
METMetlife IncStock16,291$1.33M0.4%−5,257−24.4%ReducedHistory
UPSUnited Parcel Service IncStock10,575$1.33M0.4%−7,986−43.0%ReducedHistory
TAT&T Inc.Stock58,537$1.33M0.4%−64,823−52.5%ReducedHistory
OHIOmega Healthcare Investors IncCOM34,187$1.29M0.4%−32,097−48.4%ReducedHistory
ZMZoom Communications, Inc.Stock15,839$1.29M0.4%+102+0.6%AddedHistory
MDLZMondelez International, Inc.Stock20,234$1.21M0.4%−2,082−9.3%ReducedHistory
DLRDigital Realty Trust, Inc.COM6,572$1.17M0.4%−4,393−40.1%ReducedHistory
MRKMerck & Co., Inc.Stock11,703$1.16M0.4%−9,695−45.3%ReducedHistory
RTXRTX CorpStock10,031$1.16M0.4%+66+0.7%AddedHistory
HONHoneywell International IncCOM5,037$1.14M0.4%−3,830−43.2%ReducedHistory
CVXChevron CorpStock7,476$1.08M0.4%−6,775−47.5%ReducedHistory
UGIUgi CorpStock37,206$1.05M0.3%+484+1.3%AddedHistory
BLDRBuilders FirstSource, Inc.Stock7,100$1.01M0.3%−39−0.5%ReducedHistory
HSTHost Hotels & Resorts, Inc.COM56,144$983.6K0.3%+362+0.6%AddedHistory
DISWalt Disney CoStock8,665$964.8K0.3%+3,643+72.5%AddedHistory
WFCWells Fargo & CompanyStock13,397$941.0K0.3%+91+0.7%AddedHistory
AMTAmerican Tower CorpREIT5,094$934.3K0.3%−449−8.1%ReducedHistory
MGMMGM Resorts InternationalStock26,863$930.8K0.3%+178+0.7%AddedHistory
GDDYGoDaddy Inc.CL A4,705$928.6K0.3%−437−8.5%ReducedHistory
EMREmerson Electric CoStock7,480$927.0K0.3%−12,117−61.8%ReducedHistory
PYPLPayPal Holdings, Inc.Stock10,821$923.6K0.3%+72+0.7%AddedHistory
ACGLArch Capital Group Ltd.Stock9,944$918.3K0.3%−10,585−51.6%ReducedHistory
ADBEAdobe Inc.Stock2,029$902.3K0.3%−4,431−68.6%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock11,365$888.5K0.3%−979−7.9%ReducedHistory
VZVerizon Communications IncStock21,814$872.3K0.3%−15,646−41.8%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A11,143$856.9K0.3%+74+0.7%AddedHistory
WECWec Energy Group, Inc.Stock8,511$800.4K0.3%+56+0.7%AddedHistory
CNCCentene CorpStock12,843$778.0K0.3%+86+0.7%AddedHistory
VRTVertiv Holdings CoCOM CL A6,685$759.5K0.2%−592−8.1%ReducedHistory
TGTTarget CorpStock5,571$753.1K0.2%−1,929−25.7%ReducedHistory
AMDAdvanced Micro Devices IncStock5,839$705.3K0.2%−1,888−24.4%ReducedHistory
EOGEOG Resources IncStock5,704$699.2K0.2%−3,270−36.4%ReducedHistory
BLKBlackRock, Inc.Stock675$691.9K0.2%−1,427−67.9%ReducedHistory
OKEONEOK IncCOM6,834$686.1K0.2%−14,287−67.6%ReducedHistory
UBERUber Technologies, IncStock10,898$657.4K0.2%−963−8.1%ReducedHistory
WMSAdvanced Drainage Systems, Inc.COM5,409$625.3K0.2%−71−1.3%ReducedHistory
NXPINXP Semiconductors N.V.COM2,975$618.4K0.2%−916−23.5%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock3,194$616.0K0.2%−6,712−67.8%ReducedHistory
STLDSteel Dynamics IncCOM5,285$602.9K0.2%−1,705−24.4%ReducedHistory
FISVFiserv IncStock2,813$577.8K0.2%−251−8.2%ReducedHistory
FCXFreeport-McMoran IncStock14,998$571.1K0.2%+3,723+33.0%AddedHistory

Sold out since Q3 2024 (13)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Wright Investors Service Inc sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
LRCXLam Research CorpCOM1,906$1.56M0.4%History
MROMarathon Oil CorpCOM47,950$1.28M0.3%History
MMM3M CoStock8,882$1.21M0.3%History
FCNCAFirst Citizens Bancshares IncCL A598$1.10M0.3%History
ODFLOld Dominion Freight Line, Inc.COM4,931$979.5K0.3%History
ACNAccenture plcStock2,539$897.5K0.2%History
VOYAVoya Financial, Inc.COM9,586$759.4K0.2%History
GPKGraphic Packaging Holding CoCOM18,692$553.1K0.1%History
COFCapital One Financial CorpStock3,351$501.7K0.1%History
PLDPrologis, Inc.REIT3,596$454.1K0.1%History
IVZInvesco Ltd.Stock25,739$452.0K0.1%History
CCKCrown Holdings, Inc.COM3,554$340.8K0.1%History
UAAUnder Armour, Inc.Stock34,065$303.5K0.1%History