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Livermore
Livermore
ZHEN

Wright Investors Service Inc

SEC CIK
0000108572
Latest filing
Aug 5, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 11, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
141
0 vs. Q1 2025
Portfolio value
$331.3M
+$28.8M (+9.5%) vs. Q1 2025
Filed
Jul 11, 2025
SEC
Holdings of Wright Investors Service Inc in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock39,607$19.7M5.9%−1,040−2.6%ReducedHistory
NVDANVIDIA CorpStock112,401$17.8M5.4%+3,332+3.1%AddedHistory
METAMeta Platforms, Inc.Stock19,899$14.7M4.4%−699−3.4%ReducedHistory
AAPLApple Inc.Stock65,809$13.5M4.1%−7,345−10.0%ReducedHistory
AMZNAmazon Com IncStock55,473$12.2M3.7%−1,549−2.7%ReducedHistory
AVGOBroadcom Inc.Stock39,981$11.0M3.3%−1,428−3.4%ReducedHistory
PGRProgressive CorpStock33,889$9.04M2.7%+3,140+10.2%AddedHistory
JPMJPMorgan Chase & CoStock28,741$8.33M2.5%+49+0.2%AddedHistory
GOOGLAlphabet Inc.Stock41,318$7.28M2.2%+11,243+37.4%AddedHistory
AXPAmerican Express CoStock22,617$7.21M2.2%−196−0.9%ReducedHistory
VVisa Inc.Stock18,908$6.71M2.0%−1,855−8.9%ReducedHistory
KOCoca Cola CoStock94,701$6.70M2.0%+4,601+5.1%AddedHistory
GILDGilead Sciences, Inc.Stock50,947$5.65M1.7%+282+0.6%AddedHistory
CATCaterpillar IncStock13,985$5.43M1.6%−2,046−12.8%ReducedHistory
XOMExxonMobil Holdings CorpCOM48,989$5.28M1.6%+3,502+7.7%AddedHistory
HDHome Depot, Inc.Stock13,428$4.92M1.5%−1,260−8.6%ReducedHistory
BACBank of America CorpStock96,930$4.59M1.4%+167+0.2%AddedHistory
NRGNRG Energy, Inc.Stock27,740$4.45M1.3%−4,590−14.2%ReducedHistory
TSLATesla, Inc.Stock13,817$4.39M1.3%+1,084+8.5%AddedHistory
CICigna GroupStock12,768$4.22M1.3%+2,042+19.0%AddedHistory
BMYBristol Myers Squibb CoStock89,819$4.16M1.3%+407+0.5%AddedHistory
NFLXNetflix IncStock3,103$4.16M1.3%−129−4.0%ReducedHistory
UNHUnitedHealth Group IncStock12,720$3.97M1.2%+4,271+50.6%AddedHistory
ORCLOracle CorpStock17,278$3.78M1.1%−12,925−42.8%ReducedHistory
CMCSAComcast CorpStock103,382$3.69M1.1%+11,378+12.4%AddedHistory
ABBVAbbVie Inc.Stock19,765$3.67M1.1%−18,541−48.4%ReducedHistory
GOOGAlphabet Inc.Stock20,574$3.65M1.1%−20,214−49.6%ReducedHistory
TAT&T Inc.Stock122,850$3.56M1.1%+67,149+120.6%AddedHistory
GSGoldman Sachs Group IncStock4,732$3.35M1.0%+23+0.5%AddedHistory
HWMHowmet Aerospace Inc.Stock17,809$3.31M1.0%−362−2.0%ReducedHistory
AMATApplied Materials IncStock17,630$3.23M1.0%−8,522−32.6%ReducedHistory
CSCOCisco Systems, Inc.Stock46,154$3.20M1.0%+206+0.4%AddedHistory
ANETArista Networks, Inc.Stock31,037$3.18M1.0%+20,912+206.5%AddedHistory
COSTCostco Wholesale CorpStock3,159$3.13M0.9%+798+33.8%AddedHistory
NEENextera Energy IncStock39,928$2.77M0.8%+3,242+8.8%AddedHistory
SYFSynchrony FinancialCOM40,996$2.74M0.8%+3,070+8.1%AddedHistory
IBMInternational Business Machines CorpStock9,061$2.67M0.8%+149+1.7%AddedHistory
CBChubb LtdStock8,495$2.46M0.7%+24+0.3%AddedHistory
VICIVici Properties Inc.COM74,517$2.43M0.7%+330+0.4%AddedHistory
WFCWells Fargo & CompanyStock27,526$2.21M0.7%+8,045+41.3%AddedHistory
TJXTJX Companies IncStock16,709$2.06M0.6%−331−1.9%ReducedHistory
BLKBlackRock, Inc.Stock1,946$2.04M0.6%+26+1.4%AddedHistory
LLYEli Lilly & CoStock2,575$2.01M0.6%−108−4.0%ReducedHistory
OHIOmega Healthcare Investors IncCOM51,892$1.90M0.6%+18,162+53.8%AddedHistory
GEHCGE HealthCare Technologies Inc.Stock25,445$1.88M0.6%+13,053+105.3%AddedHistory
BABoeing CoStock8,740$1.83M0.6%+8,740NewHistory
AMGNAmgen IncStock6,444$1.80M0.5%−130−2.0%ReducedHistory
PHMPultegroup IncCOM17,030$1.80M0.5%−35−0.2%ReducedHistory
ADBEAdobe Inc.Stock4,626$1.79M0.5%−118−2.5%ReducedHistory
CBRECbre Group, Inc.CL A12,745$1.79M0.5%−22−0.2%ReducedHistory
KRKroger CoStock24,859$1.78M0.5%+116+0.5%AddedHistory
EBAYeBay IncCOM23,592$1.76M0.5%+32+0.1%AddedHistory
BRK.BBerkshire Hathaway IncStock3,535$1.72M0.5%+440+14.2%AddedHistory
ULTAUlta Beauty, Inc.Stock3,523$1.65M0.5%+3,523NewHistory
PMPhilip Morris International Inc.Stock9,002$1.64M0.5%+270+3.1%AddedHistory
SCHWSchwab Charles CorpStock17,746$1.62M0.5%+17,746NewHistory
CCitigroup IncStock18,466$1.57M0.5%−4,537−19.7%ReducedHistory
UBERUber Technologies, IncStock16,451$1.53M0.5%+4,577+38.5%AddedHistory
JBLJabil IncStock6,897$1.50M0.5%+3,851+126.4%AddedHistory
RTXRTX CorpStock10,005$1.46M0.4%+47+0.5%AddedHistory
DALDelta Air Lines, Inc.COM NEW28,549$1.40M0.4%−15,688−35.5%ReducedHistory
ACNAccenture plcStock4,683$1.40M0.4%+4,683NewHistory
UGIUgi CorpStock36,124$1.32M0.4%−845−2.3%ReducedHistory
HHHHoward Hughes Holdings Inc.COM19,024$1.28M0.4%+90+0.5%AddedHistory
ZMZoom Communications, Inc.Stock15,793$1.23M0.4%+75+0.5%AddedHistory
EOGEOG Resources IncStock10,212$1.22M0.4%+1,395+15.8%AddedHistory
QCOMQualcomm IncStock7,638$1.22M0.4%−6,272−45.1%ReducedHistory
CLColgate Palmolive CoStock13,198$1.20M0.4%−9,118−40.9%ReducedHistory
AMPAmeriprise Financial IncCOM2,207$1.18M0.4%−814−26.9%ReducedHistory
AMTAmerican Tower CorpREIT5,322$1.18M0.4%−230−4.1%ReducedHistory
CRMSalesforce, Inc.Stock4,291$1.17M0.4%−10,499−71.0%ReducedHistory
NOWServiceNow, Inc.Stock1,118$1.15M0.3%−46−4.0%ReducedHistory
MRKMerck & Co., Inc.Stock14,237$1.13M0.3%+4,348+44.0%AddedHistory
APPAppLovin CorpCOM CL A3,195$1.12M0.3%−137−4.1%ReducedHistory
USFDUS Foods Holding Corp.COM14,314$1.10M0.3%−270−1.9%ReducedHistory
CVXChevron CorpStock7,259$1.04M0.3%+112+1.6%AddedHistory
GEVGE Vernova Inc.Stock1,923$1.02M0.3%+9+0.5%AddedHistory
FCXFreeport-McMoran IncStock23,287$1.01M0.3%+8,404+56.5%AddedHistory
CHTRCharter Communications, Inc.CL A2,408$984.4K0.3%+1,117+86.5%AddedHistory
EXPEExpedia Group, Inc.Stock5,766$972.6K0.3%−241−4.0%ReducedHistory
ABTAbbott LaboratoriesStock7,095$965.0K0.3%+33+0.5%AddedHistory
MGMMGM Resorts InternationalStock26,784$921.1K0.3%+128+0.5%AddedHistory
VZVerizon Communications IncStock21,255$919.7K0.3%+243+1.2%AddedHistory
HONHoneywell International IncCOM3,938$917.1K0.3%−6−0.2%ReducedHistory
ACGLArch Capital Group Ltd.Stock9,915$902.8K0.3%+46+0.5%AddedHistory
VRTVertiv Holdings CoCOM CL A6,991$897.7K0.3%−292−4.0%ReducedHistory
COPConocoPhillipsStock9,483$851.0K0.3%−27−0.3%ReducedHistory
METMetlife IncStock10,548$848.3K0.3%−6,135−36.8%ReducedHistory
DISWalt Disney CoStock6,742$836.1K0.3%−1,859−21.6%ReducedHistory
BJBJ's Wholesale Club Holdings, Inc.COM7,734$834.0K0.3%+7,734NewHistory
PLTRPalantir Technologies Inc.Stock6,029$821.9K0.2%+6,029NewHistory
PYPLPayPal Holdings, Inc.Stock10,793$802.1K0.2%+50+0.5%AddedHistory
UPSUnited Parcel Service IncStock7,861$793.5K0.2%+104+1.3%AddedHistory
ADTADT Inc.COM89,291$756.3K0.2%+18,290+25.8%AddedHistory
CACICACI International IncCL A1,544$736.0K0.2%+1,544NewHistory
MTZMastec IncCOM4,184$713.1K0.2%+4,184NewHistory
STLDSteel Dynamics IncCOM5,409$692.4K0.2%−5−0.1%ReducedHistory
NXPINXP Semiconductors N.V.COM3,073$671.4K0.2%+26+0.9%AddedHistory
TKOTKO Group Holdings, Inc.CL A3,604$655.7K0.2%−3,536−49.5%ReducedHistory
MCHPMicrochip Technology IncStock8,715$613.3K0.2%+40+0.5%AddedHistory

Sold out since Q1 2025 (15)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Wright Investors Service Inc sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
CORCencora, Inc.Stock3,850$1.07M0.4%History
PHParker-Hannifin CorpStock1,656$1.01M0.3%History
FDXFedEx CorpStock3,437$837.9K0.3%History
FISVFiserv IncStock3,068$677.5K0.2%History
AMDAdvanced Micro Devices IncStock5,983$614.7K0.2%History
VRTXVertex Pharmaceuticals IncStock1,241$601.7K0.2%History
WMSAdvanced Drainage Systems, Inc.COM5,386$585.2K0.2%History
LKQLKQ CorpCOM13,617$579.3K0.2%History
SGISomnigroup International Inc.COM9,446$565.6K0.2%History
PPCPilgrims Pride CorpStock10,225$557.4K0.2%History
AMHAmerican Homes 4 RentCL A12,295$464.9K0.2%History
LENLennar CorpCL A3,421$392.7K0.1%History
SLBSLB LimitedStock7,566$316.3K0.1%History
RIORio Tinto PLCADR3,527$211.9K0.1%History
HLNHaleon plcADR12,902$132.8K<0.1%History