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Livermore
Livermore
ZHEN

Wright Investors Service Inc

SEC CIK
0000108572
Latest filing
Aug 5, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 29, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
148
+1 vs. Q4 2025
Portfolio value
$317.7M
−$15.4M (−4.6%) vs. Q4 2025
Filed
Apr 29, 2026
SEC
Holdings of Wright Investors Service Inc in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock90,416$15.8M5.0%−286−0.3%ReducedHistory
AAPLApple Inc.Stock59,390$15.1M4.7%−496−0.8%ReducedHistory
MSFTMicrosoft CorpStock34,648$12.8M4.0%+1,266+3.8%AddedHistory
AMZNAmazon Com IncStock52,921$11.0M3.5%−493−0.9%ReducedHistory
GOOGLAlphabet Inc.Stock37,301$10.7M3.4%−5,700−13.3%ReducedHistory
AVGOBroadcom Inc.Stock32,313$10.0M3.1%−4,810−13.0%ReducedHistory
METAMeta Platforms, Inc.Stock15,009$8.59M2.7%−1,304−8.0%ReducedHistory
GILDGilead Sciences, Inc.Stock56,272$7.84M2.5%−981−1.7%ReducedHistory
JPMJPMorgan Chase & CoStock25,221$7.42M2.3%−535−2.1%ReducedHistory
CATCaterpillar IncStock9,758$6.91M2.2%−1,110−10.2%ReducedHistory
SCHWSchwab Charles CorpStock71,784$6.75M2.1%+10,709+17.5%AddedHistory
BMYBristol Myers Squibb CoStock110,716$6.71M2.1%+6,146+5.9%AddedHistory
XOMExxonMobil Holdings CorpCOM37,170$6.31M2.0%−736−1.9%ReducedHistory
AMATApplied Materials IncStock15,671$5.36M1.7%−1,505−8.8%ReducedHistory
KOCoca Cola CoStock63,642$4.84M1.5%−615−1.0%ReducedHistory
GOOGAlphabet Inc.Stock16,656$4.78M1.5%−4,426−21.0%ReducedHistory
NRGNRG Energy, Inc.Stock32,241$4.71M1.5%+6,694+26.2%AddedHistory
TSLATesla, Inc.Stock12,313$4.58M1.4%−38−0.3%ReducedHistory
BACBank of America CorpStock92,688$4.52M1.4%−2,075−2.2%ReducedHistory
AXPAmerican Express CoStock14,034$4.25M1.3%−2,593−15.6%ReducedHistory
VVisa Inc.Stock13,731$4.15M1.3%+16+0.1%AddedHistory
CVXChevron CorpStock19,614$4.06M1.3%+12,894+191.9%AddedHistory
NEENextera Energy IncStock40,322$3.75M1.2%−8,811−17.9%ReducedHistory
PGRProgressive CorpStock18,373$3.64M1.1%−9,243−33.5%ReducedHistory
GSGoldman Sachs Group IncStock4,290$3.63M1.1%−126−2.9%ReducedHistory
CSCOCisco Systems, Inc.Stock46,420$3.60M1.1%−170−0.4%ReducedHistory
MRKMerck & Co., Inc.Stock27,928$3.36M1.1%+24,272+663.9%AddedHistory
WMTWalmart Inc.Stock24,844$3.09M1.0%−92−0.4%ReducedHistory
AMGNAmgen IncStock8,347$2.94M0.9%−89−1.1%ReducedHistory
CMCSAComcast CorpStock101,837$2.92M0.9%+2,900+2.9%AddedHistory
ABBVAbbVie Inc.Stock13,010$2.83M0.9%−3,995−23.5%ReducedHistory
DALDelta Air Lines, Inc.COM NEW40,381$2.68M0.8%−480−1.2%ReducedHistory
LRCXLam Research CorpStock11,093$2.37M0.7%−22−0.2%ReducedHistory
EBAYeBay IncCOM25,791$2.35M0.7%−377−1.4%ReducedHistory
LLYEli Lilly & CoStock2,521$2.32M0.7%−253−9.1%ReducedHistory
CRMSalesforce, Inc.Stock12,136$2.27M0.7%+5,950+96.2%AddedHistory
BKRBaker Hughes CoCL A36,720$2.24M0.7%+27,405+294.2%AddedHistory
ORCLOracle CorpStock14,703$2.16M0.7%−62−0.4%ReducedHistory
PFEPfizer IncStock75,000$2.11M0.7%−4,263−5.4%ReducedHistory
SYFSynchrony FinancialCOM30,898$2.10M0.7%−10,449−25.3%ReducedHistory
COSTCostco Wholesale CorpStock2,077$2.07M0.7%−11−0.5%ReducedHistory
PHMPultegroup IncCOM17,507$2.06M0.6%−89−0.5%ReducedHistory
NTAPNetApp, Inc.Stock20,067$2.05M0.6%−314−1.5%ReducedHistory
EXPEExpedia Group, Inc.Stock8,805$2.03M0.6%+2,325+35.9%AddedHistory
BABoeing CoStock10,075$2.01M0.6%+2,673+36.1%AddedHistory
RTXRTX CorpStock10,323$1.99M0.6%+919+9.8%AddedHistory
TAT&T Inc.Stock68,017$1.97M0.6%+22,517+49.5%AddedHistory
KRKroger CoStock26,692$1.93M0.6%−1,525−5.4%ReducedHistory
APHAmphenol CorpCL A15,094$1.91M0.6%+9,004+147.8%AddedHistory
WFCWells Fargo & CompanyStock23,915$1.90M0.6%−875−3.5%ReducedHistory
CCitigroup IncStock16,497$1.87M0.6%−291−1.7%ReducedHistory
BLKBlackRock, Inc.Stock1,928$1.85M0.6%−6−0.3%ReducedHistory
FCXFreeport-McMoran IncStock30,674$1.80M0.6%−1,014−3.2%ReducedHistory
UNHUnitedHealth Group IncStock6,633$1.79M0.6%−5,453−45.1%ReducedHistory
VLOValero Energy CorpStock7,020$1.73M0.5%−306−4.2%ReducedHistory
ANETArista Networks, Inc.Stock14,022$1.72M0.5%−28−0.2%ReducedHistory
TJXTJX Companies IncStock10,437$1.67M0.5%−128−1.2%ReducedHistory
CBChubb LtdStock4,877$1.59M0.5%−50−1.0%ReducedHistory
STLDSteel Dynamics IncCOM8,607$1.55M0.5%+3,052+54.9%AddedHistory
VICIVici Properties Inc.COM55,055$1.50M0.5%−1,840−3.2%ReducedHistory
VRTVertiv Holdings CoCOM CL A5,994$1.50M0.5%+638+11.9%AddedHistory
CICigna GroupStock5,627$1.50M0.5%−134−2.3%ReducedHistory
PEPPepsiCo IncStock9,574$1.49M0.5%−290−2.9%ReducedHistory
USFDUS Foods Holding Corp.COM15,515$1.43M0.5%+2,088+15.6%AddedHistory
NFLXNetflix IncStock14,783$1.42M0.4%−4,317−22.6%ReducedHistory
MLIMueller Industries IncCOM12,381$1.37M0.4%+6,039+95.2%AddedHistory
PMPhilip Morris International Inc.Stock8,281$1.37M0.4%+44+0.5%AddedHistory
GEVGE Vernova Inc.Stock1,545$1.35M0.4%+1,545NewHistory
IBMInternational Business Machines CorpStock5,478$1.33M0.4%−2,949−35.0%ReducedHistory
COPConocoPhillipsStock9,749$1.29M0.4%−43−0.4%ReducedHistory
PANWPalo Alto Networks IncStock7,984$1.28M0.4%−16−0.2%ReducedHistory
QCOMQualcomm IncStock9,571$1.23M0.4%−173−1.8%ReducedHistory
JBLJabil IncStock4,593$1.22M0.4%−2,136−31.7%ReducedHistory
OHIOmega Healthcare Investors IncCOM27,585$1.21M0.4%−510−1.8%ReducedHistory
MTZMastec IncCOM3,648$1.17M0.4%−173−4.5%ReducedHistory
LMTLockheed Martin CorpStock1,742$1.05M0.3%+1,148+193.3%AddedHistory
PNCPNC Financial Services Group, Inc.Stock5,045$1.05M0.3%+2,293+83.3%AddedHistory
UBERUber Technologies, IncStock14,351$1.03M0.3%−30−0.2%ReducedHistory
MUMicron Technology IncStock3,044$1.03M0.3%−981−24.4%ReducedHistory
AMDAdvanced Micro Devices IncStock4,955$1.01M0.3%+3,029+157.3%AddedHistory
ACNAccenture plcStock5,005$992.4K0.3%−3,671−42.3%ReducedHistory
PINSPinterest, Inc.CL A53,854$987.7K0.3%+53,854NewHistory
APPAppLovin CorpCOM CL A2,445$973.1K0.3%−4−0.2%ReducedHistory
NXPINXP Semiconductors N.V.COM4,914$967.4K0.3%−20.0%ReducedHistory
CORCencora, Inc.Stock2,851$895.6K0.3%−5−0.2%ReducedHistory
MGMMGM Resorts InternationalStock24,180$894.9K0.3%−782−3.1%ReducedHistory
ROSTRoss Stores, Inc.COM3,979$862.0K0.3%+3,979NewHistory
CSLCarlisle Companies IncCOM2,581$861.1K0.3%+2,581NewHistory
ABNBAirbnb, Inc.Stock6,723$849.0K0.3%+6,723NewHistory
GEHCGE HealthCare Technologies Inc.Stock11,869$844.8K0.3%−349−2.9%ReducedHistory
CBRECbre Group, Inc.CL A6,215$841.9K0.3%−3,228−34.2%ReducedHistory
SPGSimon Property Group Inc.REIT4,450$830.1K0.3%+4,450NewHistory
STSensata Technologies Holding plcSHS23,247$818.8K0.3%+23,247NewHistory
OXYOccidental Petroleum CorpStock11,802$767.1K0.2%−356−2.9%ReducedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW4,578$760.3K0.2%−143−3.0%ReducedHistory
FLEXFlex Ltd.Stock10,479$686.0K0.2%−803−7.1%ReducedHistory
CSXCSX CorpStock16,687$685.0K0.2%−72−0.4%ReducedHistory
BPBP PLCADR14,363$675.1K0.2%+66+0.5%AddedHistory
ROPRoper Technologies IncStock1,841$651.5K0.2%+1,841NewHistory
HSTHost Hotels & Resorts, Inc.COM33,607$643.9K0.2%−1,118−3.2%ReducedHistory

Sold out since Q4 2025 (17)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Wright Investors Service Inc sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
BRK.BBerkshire Hathaway IncStock3,216$1.62M0.5%History
ZMZoom Communications, Inc.Stock15,594$1.35M0.4%History
TKOTKO Group Holdings, Inc.CL A5,497$1.15M0.3%History
EOGEOG Resources IncStock7,410$778.1K0.2%History
BJBJ's Wholesale Club Holdings, Inc.COM6,814$613.5K0.2%History
FIVEFive Below, IncCOM3,214$605.4K0.2%History
PYPLPayPal Holdings, Inc.Stock10,118$590.7K0.2%History
NYTNew York Times CoCL A8,356$580.1K0.2%History
EMEEMCOR Group, Inc.Stock946$578.8K0.2%History
AMHAmerican Homes 4 RentCL A15,469$496.6K0.1%History
UGIUgi CorpStock13,167$492.8K0.1%History
GNRCGenerac Holdings Inc.Stock3,585$488.9K0.1%History
AGCOAGCO CorpCOM4,575$477.3K0.1%History
ADBEAdobe Inc.Stock1,362$476.7K0.1%History
FTNTFortinet, Inc.Stock4,630$367.7K0.1%History
ACGLArch Capital Group Ltd.Stock3,744$359.1K0.1%History
AMTAmerican Tower CorpREIT1,946$341.7K0.1%History