Wright Investors Service Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$317.7M
Q ending 2026-03-31
Prior quarter
$333.1M
Q ending 2025-12-31
Change
-4.6% QoQ · +5.0% YoY
Positions
148
reported holdings
Largest positions
Top 100 of 148 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $15.8M | 90K |
| Apple Inc | AAPL | Shares | $15.1M | 59K |
| Microsoft Corp | MSFT | Shares | $12.8M | 35K |
| Amazon Com Inc | AMZN | Shares | $11.0M | 53K |
| Alphabet Inc | GOOGL | Shares | $10.7M | 37K |
| Broadcom Inc | AVGO | Shares | $10.0M | 32K |
| Meta Platforms Inc | META | Shares | $8.6M | 15K |
| Gilead Sciences Inc | GILD | Shares | $7.8M | 56K |
| Jpmorgan Chase & Co | JPM | Shares | $7.4M | 25K |
| Caterpillar Inc | CAT | Shares | $6.9M | 10K |
| Schwab Charles Corp | SCHW | Shares | $6.7M | 72K |
| Bristol-Myers Squibb Co | BMY | Shares | $6.7M | 111K |
| Exxon Mobil Corp | XOM | Shares | $6.3M | 37K |
| Applied Matls Inc | AMAT | Shares | $5.4M | 16K |
| Coca Cola Co | KO | Shares | $4.8M | 64K |
| Alphabet Inc | GOOG | Shares | $4.8M | 17K |
| Nrg Energy Inc | NRG | Shares | $4.7M | 32K |
| Tesla Inc | TSLA | Shares | $4.6M | 12K |
| Bank America Corp | BAC | Shares | $4.5M | 93K |
| American Express Co | AXP | Shares | $4.2M | 14K |
| Visa Inc | V | Shares | $4.2M | 14K |
| Chevron Corporation | CVX | Shares | $4.1M | 20K |
| Nextera Energy Inc | NEE | Shares | $3.7M | 40K |
| Progressive Corp | PGR | Shares | $3.6M | 18K |
| Goldman Sachs Group Inc | GS | Shares | $3.6M | 4K |
| Cisco Sys Inc | CSCO | Shares | $3.6M | 46K |
| Merck & Co Inc | MRK | Shares | $3.4M | 28K |
| Walmart Inc | WMT | Shares | $3.1M | 25K |
| Amgen Inc | AMGN | Shares | $2.9M | 8K |
| Comcast Corp New | CMCSA | Shares | $2.9M | 102K |
| Abbvie Inc | ABBV | Shares | $2.8M | 13K |
| Delta Air Lines Inc | DAL | Shares | $2.7M | 40K |
| Lam Research Corp | LRCX | Shares | $2.4M | 11K |
| Ebay Inc. | EBAY | Shares | $2.3M | 26K |
| Eli Lilly & Co | LLY | Shares | $2.3M | 3K |
| Salesforce Inc | CRM | Shares | $2.3M | 12K |
| Baker Hughes Company | BKR | Shares | $2.2M | 37K |
| Oracle Corp | ORCL | Shares | $2.2M | 15K |
| Pfizer Inc | PFE | Shares | $2.1M | 75K |
| Synchrony Financial | SYF | Shares | $2.1M | 31K |
| Costco Wholesale Corporation | COST | Shares | $2.1M | 2K |
| Pulte Group Inc | PHM | Shares | $2.1M | 18K |
| Netapp Inc | NTAP | Shares | $2.1M | 20K |
| Expedia Group Inc | EXPE | Shares | $2.0M | 9K |
| Boeing Co | BA | Shares | $2.0M | 10K |
| Rtx Corporation | RTX | Shares | $2.0M | 10K |
| At&T Inc | T | Shares | $2.0M | 68K |
| Kroger Co | KR | Shares | $1.9M | 27K |
| Amphenol Corp | APH | Shares | $1.9M | 15K |
| Wells Fargo & Co | WFC | Shares | $1.9M | 24K |
| Citigroup Inc | C | Shares | $1.9M | 16K |
| Blackrock Inc | BLK | Shares | $1.9M | 2K |
| Freeport Mcmoran Inc | FCX | Shares | $1.8M | 31K |
| Unitedhealth Group Inc | UNH | Shares | $1.8M | 7K |
| Valero Energy Corp | VLO | Shares | $1.7M | 7K |
| Arista Networks Inc | ANET | Shares | $1.7M | 14K |
| Tjx Cos Inc New | TJX | Shares | $1.7M | 10K |
| Chubb Ltd Switz | Shares | $1.6M | 5K | |
| Steel Dynamics Inc | STLD | Shares | $1.5M | 9K |
| Vici Pptys Inc | VICI | Shares | $1.5M | 55K |
| Vertiv Holdings Co | VRT | Shares | $1.5M | 6K |
| The Cigna Group | CI | Shares | $1.5M | 6K |
| Pepsico Inc | PEP | Shares | $1.5M | 10K |
| Us Foods Hldg Corp | USFD | Shares | $1.4M | 16K |
| Netflix Inc. | NFLX | Shares | $1.4M | 15K |
| Mueller Inds Inc | MLI | Shares | $1.4M | 12K |
| Philip Morris Intl Inc | PM | Shares | $1.4M | 8K |
| Ge Vernova Inc | GEV | Shares | $1.3M | 2K |
| International Business Machs | IBM | Shares | $1.3M | 5K |
| Conocophillips | COP | Shares | $1.3M | 10K |
| Palo Alto Networks Inc | PANW | Shares | $1.3M | 8K |
| Qualcomm Inc | QCOM | Shares | $1.2M | 10K |
| Jabil Inc | JBL | Shares | $1.2M | 5K |
| Omega Healthcare Invs Inc | OHI | Shares | $1.2M | 28K |
| Mastec Inc | MTZ | Shares | $1.2M | 4K |
| Lockheed Martin Corp | LMT | Shares | $1.1M | 2K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $1.0M | 5K |
| Uber Technologies Inc | UBER | Shares | $1.0M | 14K |
| Micron Technology Inc | MU | Shares | $1.0M | 3K |
| Advanced Micro Devices Inc | AMD | Shares | $1.0M | 5K |
| Accenture Plc Ireland | Shares | $992K | 5K | |
| Pinterest Inc | PINS | Shares | $988K | 54K |
| Applovin Corp | APP | Shares | $973K | 2K |
| Nxp Semiconductors N V | Shares | $967K | 5K | |
| Cencora Inc | COR | Shares | $896K | 3K |
| Mgm Resorts International | MGM | Shares | $895K | 24K |
| Ross Stores Inc | ROST | Shares | $862K | 4K |
| Carlisle Cos Inc | CSL | Shares | $861K | 3K |
| Airbnb Inc | ABNB | Shares | $849K | 7K |
| Ge Healthcare Technologies I | GEHC | Shares | $845K | 12K |
| Cbre Group Inc | CBRE | Shares | $842K | 6K |
| Simon Ppty Group Inc New | SPG | Shares | $830K | 4K |
| Sensata Technologies Hldg Pl | Shares | $819K | 23K | |
| Occidental Pete Corp | OXY | Shares | $767K | 12K |
| C H Robinson Worldwide In | CHRW | Shares | $760K | 5K |
| Flextronics Intl Ltd | Shares | $686K | 10K | |
| Csx Corp | CSX | Shares | $685K | 17K |
| Bp Plc | BP | Shares | $675K | 14K |
| Roper Technologies Inc | ROP | Shares | $651K | 2K |
| Host Hotels & Resorts Inc | HST | Shares | $644K | 34K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.