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Livermore
Livermore
ZHEN

Wright Investors Service Inc

SEC CIK
0000108572
Latest filing
Aug 5, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 5, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
148
0 vs. Q1 2026
Portfolio value
$365.8M
+$48.0M (+15.1%) vs. Q1 2026
Filed
Aug 5, 2026
SEC
Holdings of Wright Investors Service Inc in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock89,905$18.0M4.9%−511−0.6%ReducedHistory
AAPLApple Inc.Stock59,061$17.1M4.7%−329−0.6%ReducedHistory
MSFTMicrosoft CorpStock37,028$13.8M3.8%+2,380+6.9%AddedHistory
GOOGLAlphabet Inc.Stock36,381$13.0M3.6%−920−2.5%ReducedHistory
AMZNAmazon Com IncStock52,495$12.5M3.4%−426−0.8%ReducedHistory
AMATApplied Materials IncStock16,070$11.6M3.2%+399+2.5%AddedHistory
AVGOBroadcom Inc.Stock29,538$11.2M3.1%−2,775−8.6%ReducedHistory
METAMeta Platforms, Inc.Stock16,736$9.43M2.6%+1,727+11.5%AddedHistory
MUMicron Technology IncStock8,152$9.41M2.6%+5,108+167.8%AddedHistory
CATCaterpillar IncStock7,895$8.41M2.3%−1,863−19.1%ReducedHistory
JPMJPMorgan Chase & CoStock24,858$8.14M2.2%−363−1.4%ReducedHistory
GILDGilead Sciences, Inc.Stock55,467$7.01M1.9%−805−1.4%ReducedHistory
SCHWSchwab Charles CorpStock74,625$6.89M1.9%+2,841+4.0%AddedHistory
LRCXLam Research CorpStock13,574$5.88M1.6%+2,481+22.4%AddedHistory
GOOGAlphabet Inc.Stock16,402$5.80M1.6%−254−1.5%ReducedHistory
TSLATesla, Inc.Stock13,259$5.58M1.5%+946+7.7%AddedHistory
CSCOCisco Systems, Inc.Stock45,328$5.32M1.5%−1,092−2.4%ReducedHistory
BACBank of America CorpStock91,699$5.23M1.4%−989−1.1%ReducedHistory
VVisa Inc.Stock15,175$5.21M1.4%+1,444+10.5%AddedHistory
XOMExxonMobil Holdings CorpCOM36,749$5.02M1.4%−421−1.1%ReducedHistory
AXPAmerican Express CoStock13,905$4.70M1.3%−129−0.9%ReducedHistory
GSGoldman Sachs Group IncStock4,264$4.31M1.2%−26−0.6%ReducedHistory
BMYBristol Myers Squibb CoStock72,470$4.18M1.1%−38,246−34.5%ReducedHistory
AMDAdvanced Micro Devices IncStock7,082$4.11M1.1%+2,127+42.9%AddedHistory
KOCoca Cola CoStock50,097$4.07M1.1%−13,545−21.3%ReducedHistory
PGRProgressive CorpStock18,130$3.96M1.1%−243−1.3%ReducedHistory
NRGNRG Energy, Inc.Stock26,121$3.82M1.0%−6,120−19.0%ReducedHistory
DALDelta Air Lines, Inc.COM NEW39,833$3.73M1.0%−548−1.4%ReducedHistory
EXPEExpedia Group, Inc.Stock14,369$3.68M1.0%+5,564+63.2%AddedHistory
MRKMerck & Co., Inc.Stock27,422$3.52M1.0%−506−1.8%ReducedHistory
NEENextera Energy IncStock39,712$3.49M1.0%−610−1.5%ReducedHistory
UNHUnitedHealth Group IncStock8,039$3.34M0.9%+1,406+21.2%AddedHistory
ABBVAbbVie Inc.Stock12,739$3.21M0.9%−271−2.1%ReducedHistory
NTAPNetApp, Inc.Stock19,992$3.09M0.8%−75−0.4%ReducedHistory
LLYEli Lilly & CoStock2,517$3.02M0.8%−4−0.2%ReducedHistory
CVXChevron CorpStock17,868$2.96M0.8%−1,746−8.9%ReducedHistory
EBAYeBay IncCOM25,472$2.85M0.8%−319−1.2%ReducedHistory
CCitigroup IncStock20,244$2.83M0.8%+3,747+22.7%AddedHistory
WMTWalmart Inc.Stock24,511$2.78M0.8%−333−1.3%ReducedHistory
CICigna GroupStock9,997$2.76M0.8%+4,370+77.7%AddedHistory
PANWPalo Alto Networks IncStock7,973$2.72M0.7%−11−0.1%ReducedHistory
APHAmphenol CorpCL A14,940$2.63M0.7%−154−1.0%ReducedHistory
AMGNAmgen IncStock7,030$2.55M0.7%−1,317−15.8%ReducedHistory
OMCOmnicom Group Inc.COM33,512$2.44M0.7%+27,242+434.5%AddedHistory
ANETArista Networks, Inc.Stock14,003$2.38M0.7%−19−0.1%ReducedHistory
PHMPultegroup IncCOM17,219$2.36M0.6%−288−1.6%ReducedHistory
ORCLOracle CorpStock16,118$2.36M0.6%+1,415+9.6%AddedHistory
SYFSynchrony FinancialCOM30,466$2.32M0.6%−432−1.4%ReducedHistory
BABoeing CoStock10,026$2.17M0.6%−49−0.5%ReducedHistory
STLDSteel Dynamics IncCOM8,497$1.95M0.5%−110−1.3%ReducedHistory
RTXRTX CorpStock10,262$1.95M0.5%−61−0.6%ReducedHistory
CMCSAComcast CorpStock78,965$1.94M0.5%−22,872−22.5%ReducedHistory
COSTCostco Wholesale CorpStock2,052$1.92M0.5%−25−1.2%ReducedHistory
KLACKLA CorpCOM NEW6,360$1.92M0.5%+6,360NewHistory
FCXFreeport-McMoran IncStock30,487$1.92M0.5%−187−0.6%ReducedHistory
GEVGE Vernova Inc.Stock1,542$1.81M0.5%−3−0.2%ReducedHistory
VLOValero Energy CorpStock6,896$1.80M0.5%−124−1.8%ReducedHistory
QCOMQualcomm IncStock9,473$1.75M0.5%−98−1.0%ReducedHistory
BKRBaker Hughes CoCL A31,289$1.74M0.5%−5,431−14.8%ReducedHistory
CBChubb LtdStock4,815$1.64M0.4%−62−1.3%ReducedHistory
CVSCVS Health CorpStock15,707$1.62M0.4%+15,707NewHistory
FLEXFlex Ltd.Stock9,969$1.62M0.4%−510−4.9%ReducedHistory
USFDUS Foods Holding Corp.COM15,381$1.57M0.4%−134−0.9%ReducedHistory
PLDPrologis, Inc.REIT11,471$1.55M0.4%+11,471NewHistory
WDCWestern Digital CorpCOM2,388$1.53M0.4%+562+30.8%AddedHistory
MLIMueller Industries IncCOM12,137$1.49M0.4%−244−2.0%ReducedHistory
KRKroger CoStock26,530$1.47M0.4%−162−0.6%ReducedHistory
VICIVici Properties Inc.COM54,719$1.45M0.4%−336−0.6%ReducedHistory
PMPhilip Morris International Inc.Stock7,801$1.41M0.4%−480−5.8%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock1,821$1.39M0.4%+1,821NewHistory
TAT&T Inc.Stock66,278$1.37M0.4%−1,739−2.6%ReducedHistory
IBKRInteractive Brokers Group, Inc.Stock15,482$1.35M0.4%+6,167+66.2%AddedHistory
VRTVertiv Holdings CoCOM CL A3,934$1.32M0.4%−2,060−34.4%ReducedHistory
PEPPepsiCo IncStock9,515$1.29M0.4%−59−0.6%ReducedHistory
OHIOmega Healthcare Investors IncCOM26,780$1.28M0.3%−805−2.9%ReducedHistory
WFCWells Fargo & CompanyStock14,886$1.23M0.3%−9,029−37.8%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock4,871$1.20M0.3%−174−3.4%ReducedHistory
JBLJabil IncStock3,049$1.18M0.3%−1,544−33.6%ReducedHistory
VRSKVerisk Analytics, Inc.COM6,427$1.15M0.3%+4,117+178.2%AddedHistory
MGMMGM Resorts InternationalStock24,033$1.15M0.3%−147−0.6%ReducedHistory
STSensata Technologies Holding plcSHS23,652$1.13M0.3%+405+1.7%AddedHistory
TJXTJX Companies IncStock7,445$1.13M0.3%−2,992−28.7%ReducedHistory
PINSPinterest, Inc.CL A53,589$1.13M0.3%−265−0.5%ReducedHistory
NETCloudflare, Inc.CL A COM4,561$1.12M0.3%+4,561NewHistory
NFLXNetflix IncStock14,763$1.05M0.3%−20−0.1%ReducedHistory
UBERUber Technologies, IncStock14,330$1.03M0.3%−21−0.1%ReducedHistory
COPConocoPhillipsStock9,588$996.8K0.3%−161−1.7%ReducedHistory
IBMInternational Business Machines CorpStock3,503$985.1K0.3%−1,975−36.1%ReducedHistory
ABNBAirbnb, Inc.Stock6,714$960.8K0.3%−9−0.1%ReducedHistory
LMTLockheed Martin CorpStock1,699$865.6K0.2%−43−2.5%ReducedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW4,550$856.9K0.2%−28−0.6%ReducedHistory
APPAppLovin CorpCOM CL A1,622$835.7K0.2%−823−33.7%ReducedHistory
CBRECbre Group, Inc.CL A6,111$823.1K0.2%−104−1.7%ReducedHistory
PFEPfizer IncStock33,944$817.4K0.2%−41,056−54.7%ReducedHistory
HSTHost Hotels & Resorts, Inc.COM33,399$791.9K0.2%−208−0.6%ReducedHistory
DARDarling Ingredients Inc.COM14,495$791.7K0.2%+14,495NewHistory
GEHCGE HealthCare Technologies Inc.Stock11,798$755.2K0.2%−71−0.6%ReducedHistory
MIDDMIDDLEBY CorpCOM4,355$749.1K0.2%−39−0.9%ReducedHistory
NXPINXP Semiconductors N.V.COM2,550$716.6K0.2%−2,364−48.1%ReducedHistory
SNSharkNinja, Inc.COM SHS4,607$701.5K0.2%−15−0.3%ReducedHistory

Sold out since Q1 2026 (14)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Wright Investors Service Inc sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
MTZMastec IncCOM3,648$1.17M0.4%History
CORCencora, Inc.Stock2,851$895.6K0.3%History
CSXCSX CorpStock16,687$685.0K0.2%History
ROPRoper Technologies IncStock1,841$651.5K0.2%History
SLBSLB LimitedStock12,257$629.9K0.2%History
CRHCRH Public Ltd CoORD5,846$614.5K0.2%History
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,148$501.0K0.2%History
ULTAUlta Beauty, Inc.Stock907$474.1K0.1%History
AMPAmeriprise Financial IncCOM1,064$472.8K0.1%History
CCLCarnival Corp Ltd.UNIT 99/99/999916,163$418.3K0.1%History
ABTAbbott LaboratoriesStock3,960$406.6K0.1%History
TMUST-Mobile US, Inc.Stock1,860$390.7K0.1%History
MMacy's, Inc.COM21,559$390.0K0.1%History
DLRDigital Realty Trust, Inc.COM1,134$204.4K0.1%History