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Livermore
Livermore
ZHEN

Wright Investors Service Inc

SEC CIK
0000108572
Latest filing
Aug 5, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 26, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
147
+1 vs. Q3 2025
Portfolio value
$333.1M
−$12.3M (−3.6%) vs. Q3 2025
Filed
Jan 26, 2026
SEC
Holdings of Wright Investors Service Inc in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock90,702$16.9M5.1%−18,647−17.1%ReducedHistory
AAPLApple Inc.Stock59,886$16.3M4.9%−1,173−1.9%ReducedHistory
MSFTMicrosoft CorpStock33,382$16.1M4.8%−4,061−10.8%ReducedHistory
GOOGLAlphabet Inc.Stock43,001$13.5M4.0%−7,063−14.1%ReducedHistory
AVGOBroadcom Inc.Stock37,123$12.8M3.9%−5,036−11.9%ReducedHistory
AMZNAmazon Com IncStock53,414$12.3M3.7%−11,462−17.7%ReducedHistory
METAMeta Platforms, Inc.Stock16,313$10.8M3.2%−1,633−9.1%ReducedHistory
JPMJPMorgan Chase & CoStock25,756$8.30M2.5%−23−0.1%ReducedHistory
GILDGilead Sciences, Inc.Stock57,253$7.03M2.1%+629+1.1%AddedHistory
GOOGAlphabet Inc.Stock21,082$6.62M2.0%+71+0.3%AddedHistory
PGRProgressive CorpStock27,616$6.29M1.9%−1,060−3.7%ReducedHistory
CATCaterpillar IncStock10,868$6.23M1.9%−1,215−10.1%ReducedHistory
AXPAmerican Express CoStock16,627$6.15M1.8%−585−3.4%ReducedHistory
SCHWSchwab Charles CorpStock61,075$6.10M1.8%+36,170+145.2%AddedHistory
BMYBristol Myers Squibb CoStock104,570$5.64M1.7%+22,657+27.7%AddedHistory
TSLATesla, Inc.Stock12,351$5.55M1.7%−1,020−7.6%ReducedHistory
BACBank of America CorpStock94,763$5.21M1.6%+376+0.4%AddedHistory
VVisa Inc.Stock13,715$4.81M1.4%−1,567−10.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM37,906$4.56M1.4%+176+0.5%AddedHistory
KOCoca Cola CoStock64,257$4.49M1.3%−8,519−11.7%ReducedHistory
AMATApplied Materials IncStock17,176$4.41M1.3%−62−0.4%ReducedHistory
NRGNRG Energy, Inc.Stock25,547$4.07M1.2%+123+0.5%AddedHistory
UNHUnitedHealth Group IncStock12,086$3.99M1.2%−2,422−16.7%ReducedHistory
NEENextera Energy IncStock49,133$3.94M1.2%−35−0.1%ReducedHistory
ABBVAbbVie Inc.Stock17,005$3.89M1.2%+1,757+11.5%AddedHistory
GSGoldman Sachs Group IncStock4,416$3.88M1.2%−13−0.3%ReducedHistory
CSCOCisco Systems, Inc.Stock46,590$3.59M1.1%+170+0.4%AddedHistory
SYFSynchrony FinancialCOM41,347$3.45M1.0%+263+0.6%AddedHistory
LLYEli Lilly & CoStock2,774$2.98M0.9%+1,301+88.3%AddedHistory
CMCSAComcast CorpStock98,937$2.96M0.9%−160.0%ReducedHistory
ORCLOracle CorpStock14,765$2.88M0.9%−861−5.5%ReducedHistory
DALDelta Air Lines, Inc.COM NEW40,861$2.84M0.9%+302+0.7%AddedHistory
WMTWalmart Inc.Stock24,936$2.78M0.8%+24,936NewHistory
AMGNAmgen IncStock8,436$2.76M0.8%−1,360−13.9%ReducedHistory
IBMInternational Business Machines CorpStock8,427$2.50M0.7%−126−1.5%ReducedHistory
ACNAccenture plcStock8,676$2.33M0.7%+1,091+14.4%AddedHistory
WFCWells Fargo & CompanyStock24,790$2.31M0.7%−72−0.3%ReducedHistory
EBAYeBay IncCOM26,168$2.28M0.7%+167+0.6%AddedHistory
NTAPNetApp, Inc.Stock20,381$2.18M0.7%−2,424−10.6%ReducedHistory
BLKBlackRock, Inc.Stock1,934$2.07M0.6%−5−0.3%ReducedHistory
PHMPultegroup IncCOM17,596$2.06M0.6%−3,668−17.2%ReducedHistory
PFEPfizer IncStock79,263$1.97M0.6%+56,743+252.0%AddedHistory
CCitigroup IncStock16,788$1.96M0.6%−216−1.3%ReducedHistory
LRCXLam Research CorpStock11,115$1.90M0.6%−2,674−19.4%ReducedHistory
HDHome Depot, Inc.Stock5,472$1.88M0.6%−1,721−23.9%ReducedHistory
ANETArista Networks, Inc.Stock14,050$1.84M0.6%−15,418−52.3%ReducedHistory
EXPEExpedia Group, Inc.Stock6,480$1.84M0.6%−1,556−19.4%ReducedHistory
COSTCostco Wholesale CorpStock2,088$1.80M0.5%−458−18.0%ReducedHistory
NFLXNetflix IncStock19,100$1.79M0.5%−10,350−35.1%ReducedConverted for a 10-for-1 splitHistory
KRKroger CoStock28,217$1.76M0.5%+5,336+23.3%AddedHistory
RTXRTX CorpStock9,404$1.72M0.5%−27−0.3%ReducedHistory
QCOMQualcomm IncStock9,744$1.67M0.5%+30+0.3%AddedHistory
APPAppLovin CorpCOM CL A2,449$1.65M0.5%−588−19.4%ReducedHistory
CRMSalesforce, Inc.Stock6,186$1.64M0.5%+47+0.8%AddedHistory
TJXTJX Companies IncStock10,565$1.62M0.5%−1,625−13.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock3,216$1.62M0.5%−11−0.3%ReducedHistory
FCXFreeport-McMoran IncStock31,688$1.61M0.5%−95−0.3%ReducedHistory
BABoeing CoStock7,402$1.61M0.5%−684−8.5%ReducedHistory
VICIVici Properties Inc.COM56,895$1.60M0.5%−152−0.3%ReducedHistory
CICigna GroupStock5,761$1.59M0.5%−4,922−46.1%ReducedHistory
CBChubb LtdStock4,927$1.54M0.5%+34+0.7%AddedHistory
JBLJabil IncStock6,729$1.53M0.5%−1,158−14.7%ReducedHistory
CBRECbre Group, Inc.CL A9,443$1.52M0.5%+119+1.3%AddedHistory
PANWPalo Alto Networks IncStock8,000$1.47M0.4%−1,921−19.4%ReducedHistory
PEPPepsiCo IncStock9,864$1.42M0.4%−28−0.3%ReducedHistory
ZMZoom Communications, Inc.Stock15,594$1.35M0.4%−46−0.3%ReducedHistory
PMPhilip Morris International Inc.Stock8,237$1.32M0.4%−255−3.0%ReducedHistory
OHIOmega Healthcare Investors IncCOM28,095$1.25M0.4%−368−1.3%ReducedHistory
VLOValero Energy CorpStock7,326$1.19M0.4%+3,149+75.4%AddedHistory
UBERUber Technologies, IncStock14,381$1.18M0.4%−3,453−19.4%ReducedHistory
TKOTKO Group Holdings, Inc.CL A5,497$1.15M0.3%−668−10.8%ReducedHistory
MUMicron Technology IncStock4,025$1.15M0.3%−12−0.3%ReducedHistory
GGenpact LTDSHS24,285$1.14M0.3%+14,904+158.9%AddedHistory
TAT&T Inc.Stock45,500$1.13M0.3%−66,277−59.3%ReducedHistory
NXPINXP Semiconductors N.V.COM4,916$1.07M0.3%+1,758+55.7%AddedHistory
CVXChevron CorpStock6,720$1.02M0.3%−99−1.5%ReducedHistory
USFDUS Foods Holding Corp.COM13,427$1.01M0.3%−37−0.3%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock12,218$1.00M0.3%−34−0.3%ReducedHistory
CORCencora, Inc.Stock2,856$964.6K0.3%+944+49.4%AddedHistory
STLDSteel Dynamics IncCOM5,555$941.3K0.3%+64+1.2%AddedHistory
COPConocoPhillipsStock9,792$916.6K0.3%+109+1.1%AddedHistory
MGMMGM Resorts InternationalStock24,962$910.9K0.3%−72−0.3%ReducedHistory
VRTVertiv Holdings CoCOM CL A5,356$867.7K0.3%−1,284−19.3%ReducedHistory
MTZMastec IncCOM3,821$830.6K0.2%−10−0.3%ReducedHistory
AMPAmeriprise Financial IncCOM1,691$829.2K0.2%−406−19.4%ReducedHistory
APHAmphenol CorpCL A6,090$823.0K0.2%+6,090NewHistory
ABTAbbott LaboratoriesStock6,522$817.1K0.2%−19−0.3%ReducedHistory
CLColgate Palmolive CoStock10,118$799.5K0.2%−2,435−19.4%ReducedHistory
EOGEOG Resources IncStock7,410$778.1K0.2%−2,719−26.8%ReducedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW4,721$758.9K0.2%−15−0.3%ReducedHistory
CRHCRH Public Ltd CoORD6,043$754.2K0.2%−88−1.4%ReducedHistory
PLTRPalantir Technologies Inc.Stock4,159$739.3K0.2%−996−19.3%ReducedHistory
MLIMueller Industries IncCOM6,342$728.1K0.2%−123−1.9%ReducedHistory
ADTADT Inc.COM86,476$697.9K0.2%−259−0.3%ReducedHistory
FLEXFlex Ltd.Stock11,282$681.7K0.2%−26−0.2%ReducedHistory
DGDollar General CorpCOM5,079$674.3K0.2%+5,079NewHistory
MIDDMIDDLEBY CorpCOM4,520$672.0K0.2%+4,520NewHistory
MSMorgan StanleyStock3,500$621.4K0.2%−105−2.9%ReducedHistory
IBKRInteractive Brokers Group, Inc.Stock9,612$618.1K0.2%−23−0.2%ReducedHistory
HSTHost Hotels & Resorts, Inc.COM34,725$615.7K0.2%−101−0.3%ReducedHistory

Sold out since Q3 2025 (12)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Wright Investors Service Inc sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
HWMHowmet Aerospace Inc.Stock11,536$2.26M0.7%History
NOWServiceNow, Inc.Stock1,063$978.3K0.3%History
HONHoneywell International IncCOM4,020$846.2K0.2%History
HHHHoward Hughes Holdings Inc.COM9,563$785.8K0.2%History
CACICACI International IncCL A1,402$699.3K0.2%History
CMGChipotle Mexican Grill IncCOM16,333$640.1K0.2%History
NINisource Inc.COM10,992$476.0K0.1%History
PPCPilgrims Pride CorpStock10,217$416.0K0.1%History
VSTVistra Corp.Stock1,761$345.0K0.1%History
BWABorgwarner IncCOM7,587$333.5K0.1%History
BLDRBuilders FirstSource, Inc.Stock2,726$330.5K0.1%History
DLRDigital Realty Trust, Inc.COM1,166$201.6K0.1%History