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Livermore
Livermore
ZHEN

Wright Investors Service Inc

SEC CIK
0000108572
Latest filing
Aug 5, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 9, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
141
+8 vs. Q4 2024
Portfolio value
$302.5M
−$5.42M (−1.8%) vs. Q4 2024
Filed
Apr 9, 2025
SEC
Holdings of Wright Investors Service Inc in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock73,154$16.2M5.4%−7,351−9.1%ReducedHistory
MSFTMicrosoft CorpStock40,647$15.3M5.0%+2,219+5.8%AddedHistory
METAMeta Platforms, Inc.Stock20,598$11.9M3.9%+777+3.9%AddedHistory
NVDANVIDIA CorpStock109,069$11.8M3.9%+1,965+1.8%AddedHistory
AMZNAmazon Com IncStock57,022$10.8M3.6%+3,035+5.6%AddedHistory
PGRProgressive CorpStock30,749$8.70M2.9%+1,718+5.9%AddedHistory
ABBVAbbVie Inc.Stock38,306$8.03M2.7%+3,826+11.1%AddedHistory
VVisa Inc.Stock20,763$7.28M2.4%+1,322+6.8%AddedHistory
JPMJPMorgan Chase & CoStock28,692$7.04M2.3%−1,249−4.2%ReducedHistory
AVGOBroadcom Inc.Stock41,409$6.93M2.3%−3,791−8.4%ReducedHistory
KOCoca Cola CoStock90,100$6.45M2.1%+1,260+1.4%AddedHistory
GOOGAlphabet Inc.Stock40,788$6.37M2.1%+5,587+15.9%AddedHistory
AXPAmerican Express CoStock22,813$6.14M2.0%+6,990+44.2%AddedHistory
GILDGilead Sciences, Inc.Stock50,665$5.68M1.9%+2,484+5.2%AddedHistory
BMYBristol Myers Squibb CoStock89,412$5.45M1.8%−201−0.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM45,487$5.41M1.8%+142+0.3%AddedHistory
HDHome Depot, Inc.Stock14,688$5.38M1.8%−3,329−18.5%ReducedHistory
CATCaterpillar IncStock16,031$5.29M1.7%−1,542−8.8%ReducedHistory
GOOGLAlphabet Inc.Stock30,075$4.65M1.5%+1,972+7.0%AddedHistory
UNHUnitedHealth Group IncStock8,449$4.43M1.5%+1,248+17.3%AddedHistory
ORCLOracle CorpStock30,203$4.22M1.4%+121+0.4%AddedHistory
BACBank of America CorpStock96,763$4.04M1.3%+10,346+12.0%AddedHistory
CRMSalesforce, Inc.Stock14,790$3.97M1.3%+4,461+43.2%AddedHistory
AMATApplied Materials IncStock26,152$3.80M1.3%−2,194−7.7%ReducedHistory
CICigna GroupStock10,726$3.53M1.2%−1,136−9.6%ReducedHistory
CMCSAComcast CorpStock92,004$3.39M1.1%−84−0.1%ReducedHistory
TSLATesla, Inc.Stock12,733$3.30M1.1%+6,753+112.9%AddedHistory
NRGNRG Energy, Inc.Stock32,330$3.09M1.0%+99+0.3%AddedHistory
NFLXNetflix IncStock3,232$3.01M1.0%+267+9.0%AddedHistory
CSCOCisco Systems, Inc.Stock45,948$2.84M0.9%+180.0%AddedHistory
NEENextera Energy IncStock36,686$2.60M0.9%−392−1.1%ReducedHistory
GSGoldman Sachs Group IncStock4,709$2.57M0.9%+937+24.8%AddedHistory
CBChubb LtdStock8,471$2.56M0.8%+31+0.4%AddedHistory
VICIVici Properties Inc.COM74,187$2.42M0.8%+1,156+1.6%AddedHistory
HWMHowmet Aerospace Inc.Stock18,171$2.36M0.8%+737+4.2%AddedHistory
COSTCostco Wholesale CorpStock2,361$2.23M0.7%−380−13.9%ReducedHistory
IBMInternational Business Machines CorpStock8,912$2.22M0.7%−420−4.5%ReducedHistory
LLYEli Lilly & CoStock2,683$2.22M0.7%+222+9.0%AddedHistory
QCOMQualcomm IncStock13,910$2.14M0.7%+1,777+14.6%AddedHistory
CLColgate Palmolive CoStock22,316$2.09M0.7%+22,316NewHistory
TJXTJX Companies IncStock17,040$2.08M0.7%−236−1.4%ReducedHistory
AMGNAmgen IncStock6,574$2.05M0.7%+6,574NewHistory
SYFSynchrony FinancialCOM37,926$2.01M0.7%−5,260−12.2%ReducedHistory
DALDelta Air Lines, Inc.COM NEW44,237$1.93M0.6%+567+1.3%AddedHistory
ADBEAdobe Inc.Stock4,744$1.82M0.6%+2,715+133.8%AddedHistory
BLKBlackRock, Inc.Stock1,920$1.82M0.6%+1,245+184.4%AddedHistory
PHMPultegroup IncCOM17,065$1.75M0.6%−6,865−28.7%ReducedHistory
KRKroger CoStock24,743$1.67M0.6%−14,454−36.9%ReducedHistory
CBRECbre Group, Inc.CL A12,767$1.67M0.6%+301+2.4%AddedHistory
BRK.BBerkshire Hathaway IncStock3,095$1.65M0.5%+3,095NewHistory
CCitigroup IncStock23,003$1.63M0.5%−754−3.2%ReducedHistory
EBAYeBay IncCOM23,560$1.60M0.5%+305+1.3%AddedHistory
TAT&T Inc.Stock55,701$1.58M0.5%−2,836−4.8%ReducedHistory
AMPAmeriprise Financial IncCOM3,021$1.46M0.5%+3,021NewHistory
HHHHoward Hughes Holdings Inc.COM18,934$1.40M0.5%−144−0.8%ReducedHistory
WFCWells Fargo & CompanyStock19,481$1.40M0.5%+6,084+45.4%AddedHistory
PMPhilip Morris International Inc.Stock8,732$1.39M0.5%−9,763−52.8%ReducedHistory
METMetlife IncStock16,683$1.34M0.4%+392+2.4%AddedHistory
RTXRTX CorpStock9,958$1.32M0.4%−73−0.7%ReducedHistory
OHIOmega Healthcare Investors IncCOM33,730$1.28M0.4%−457−1.3%ReducedHistory
UGIUgi CorpStock36,969$1.22M0.4%−237−0.6%ReducedHistory
AMTAmerican Tower CorpREIT5,552$1.21M0.4%+458+9.0%AddedHistory
CVXChevron CorpStock7,147$1.20M0.4%−329−4.4%ReducedHistory
ZMZoom Communications, Inc.Stock15,718$1.16M0.4%−121−0.8%ReducedHistory
EOGEOG Resources IncStock8,817$1.13M0.4%+3,113+54.6%AddedHistory
TKOTKO Group Holdings, Inc.CL A7,140$1.09M0.4%+7,140NewHistory
CORCencora, Inc.Stock3,850$1.07M0.4%−3,672−48.8%ReducedHistory
EXPEExpedia Group, Inc.Stock6,007$1.01M0.3%+6,007NewHistory
PHParker-Hannifin CorpStock1,656$1.01M0.3%−1,529−48.0%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock12,392$1.00M0.3%+1,027+9.0%AddedHistory
COPConocoPhillipsStock9,510$998.7K0.3%−5,085−34.8%ReducedHistory
CRHCRH Public Ltd CoORD10,900$958.9K0.3%−3,684−25.3%ReducedHistory
USFDUS Foods Holding Corp.COM14,584$954.7K0.3%−12,435−46.0%ReducedHistory
VZVerizon Communications IncStock21,012$953.1K0.3%−802−3.7%ReducedHistory
ACGLArch Capital Group Ltd.Stock9,869$949.2K0.3%−75−0.8%ReducedHistory
ABTAbbott LaboratoriesStock7,062$936.8K0.3%+7,062NewHistory
NOWServiceNow, Inc.Stock1,164$926.7K0.3%+1,164NewHistory
MRKMerck & Co., Inc.Stock9,889$887.6K0.3%−1,814−15.5%ReducedHistory
APPAppLovin CorpCOM CL A3,332$882.9K0.3%−1,488−30.9%ReducedHistory
UBERUber Technologies, IncStock11,874$865.1K0.3%+976+9.0%AddedHistory
UPSUnited Parcel Service IncStock7,757$853.2K0.3%−2,818−26.6%ReducedHistory
DISWalt Disney CoStock8,601$848.9K0.3%−64−0.7%ReducedHistory
FDXFedEx CorpStock3,437$837.9K0.3%+3,437NewHistory
HONHoneywell International IncCOM3,944$835.1K0.3%−1,093−21.7%ReducedHistory
BLDRBuilders FirstSource, Inc.Stock6,560$819.6K0.3%−540−7.6%ReducedHistory
MGMMGM Resorts InternationalStock26,656$790.1K0.3%−207−0.8%ReducedHistory
ANETArista Networks, Inc.Stock10,125$784.5K0.3%+10,125NewHistory
EMREmerson Electric CoStock7,123$781.0K0.3%−357−4.8%ReducedHistory
PYPLPayPal Holdings, Inc.Stock10,743$701.0K0.2%−78−0.7%ReducedHistory
FISVFiserv IncStock3,068$677.5K0.2%+255+9.1%AddedHistory
STLDSteel Dynamics IncCOM5,414$677.2K0.2%+129+2.4%AddedHistory
OXYOccidental Petroleum CorpStock12,966$640.0K0.2%+12,966NewHistory
OKEONEOK IncCOM6,223$617.4K0.2%−611−8.9%ReducedHistory
PFEPfizer IncStock24,350$617.0K0.2%+7,465+44.2%AddedHistory
AMDAdvanced Micro Devices IncStock5,983$614.7K0.2%+144+2.5%AddedHistory
VRTXVertex Pharmaceuticals IncStock1,241$601.7K0.2%+1,241NewHistory
WMSAdvanced Drainage Systems, Inc.COM5,386$585.2K0.2%−23−0.4%ReducedHistory
GEVGE Vernova Inc.Stock1,914$584.3K0.2%+1,914NewHistory
LKQLKQ CorpCOM13,617$579.3K0.2%−103−0.8%ReducedHistory
NXPINXP Semiconductors N.V.COM3,047$579.1K0.2%+72+2.4%AddedHistory

Sold out since Q4 2024 (13)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Wright Investors Service Inc sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
SYYSysco CorpStock24,759$1.89M0.6%History
CVSCVS Health CorpStock33,752$1.52M0.5%History
MDLZMondelez International, Inc.Stock20,234$1.21M0.4%History
GDDYGoDaddy Inc.CL A4,705$928.6K0.3%History
CTSHCognizant Technology Solutions CorpCL A11,143$856.9K0.3%History
WECWec Energy Group, Inc.Stock8,511$800.4K0.3%History
BKNGBooking Holdings Inc.Stock106$526.7K0.2%History
NVTnVent Electric plcSHS7,612$518.8K0.2%History
PRPermian Resources CorpCLASS A COM34,616$497.8K0.2%History
SOSouthern CoStock5,654$465.4K0.2%History
INGRIngredion IncCOM3,004$413.2K0.1%History
MCKMcKesson CorpStock647$368.7K0.1%History
VSTVistra Corp.Stock2,053$283.0K0.1%History