Wright Investors Service Inc Top Holdings and 13F Report (2025) About Wright Investors Service IncInvestment ActivityWright Investors Service Inc has $331.29 million in total holdings as of June 30, 2025.Wright Investors Service Inc owns shares of 141 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 9.37% of the portfolio was purchased this quarter.About 10.93% of the portfolio was sold this quarter.This quarter, Wright Investors Service Inc has purchased 141 new stocks and bought additional shares in 78 stocks.Wright Investors Service Inc sold shares of 48 stocks and completely divested from 15 stocks this quarter.Largest Holdings Microsoft $19,700,918NVIDIA $17,758,234Meta Platforms $14,687,253Apple $13,502,033Amazon.com $12,170,221 Largest New Holdings this Quarter 097023105 - Boeing $1,831,292 Holding90384S303 - Ulta Beauty $1,648,130 Holding808513105 - Charles Schwab $1,619,145 HoldingG1151C101 - Accenture $1,399,702 Holding05550J101 - BJ's Wholesale Club $833,957 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 20,912 shares (about $2.14M)Alphabet 11,243 shares (about $1.98M)AT&T 67,149 shares (about $1.94M)Boeing 8,740 shares (about $1.83M)Ulta Beauty 3,523 shares (about $1.65M) Largest Sales this Quarter Alphabet 20,214 shares (about $3.59M)AbbVie 18,541 shares (about $3.44M)Salesforce 10,499 shares (about $2.86M)Oracle 12,925 shares (about $2.83M)Applied Materials 8,522 shares (about $1.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWright Investors Service Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$19,700,918$517,306 ▼-2.6%39,6075.9%Computer and TechnologyNVDANVIDIA$17,758,234$526,423 ▲3.1%112,4015.4%Computer and TechnologyMETAMeta Platforms$14,687,253$515,925 ▼-3.4%19,8994.4%Computer and TechnologyAAPLApple$13,502,033$1,506,974 ▼-10.0%65,8094.1%Computer and TechnologyAMZNAmazon.com$12,170,221$339,835 ▼-2.7%55,4733.7%Retail/WholesaleAVGOBroadcom$11,020,763$393,628 ▼-3.4%39,9813.3%Computer and TechnologyPGRProgressive$9,043,619$837,940 ▲10.2%33,8892.7%FinanceJPMJPMorgan Chase & Co.$8,332,303$14,206 ▲0.2%28,7412.5%FinanceGOOGLAlphabet$7,281,471$1,981,354 ▲37.4%41,3182.2%Computer and TechnologyAXPAmerican Express$7,214,371$62,520 ▼-0.9%22,6172.2%FinanceVVisa$6,713,285$658,618 ▼-8.9%18,9082.0%Business ServicesKOCocaCola$6,700,096$325,521 ▲5.1%94,7012.0%Consumer StaplesGILDGilead Sciences$5,648,494$31,265 ▲0.6%50,9471.7%MedicalCATCaterpillar$5,429,117$794,278 ▼-12.8%13,9851.6%IndustrialsXOMExxon Mobil$5,281,014$377,516 ▲7.7%48,9891.6%EnergyHDHome Depot$4,923,242$461,966 ▼-8.6%13,4281.5%Retail/WholesaleBACBank of America$4,586,728$7,902 ▲0.2%96,9301.4%FinanceNRGNRG Energy$4,454,489$737,062 ▼-14.2%27,7401.3%UtilitiesTSLATesla$4,389,108$344,343 ▲8.5%13,8171.3%Auto/Tires/TrucksCICigna Group$4,220,845$675,044 ▲19.0%12,7681.3%MedicalBMYBristol Myers Squibb$4,157,722$18,840 ▲0.5%89,8191.3%MedicalNFLXNetflix$4,155,320$172,748 ▼-4.0%3,1031.3%Consumer DiscretionaryUNHUnitedHealth Group$3,968,258$1,332,424 ▲50.6%12,7201.2%MedicalORCLOracle$3,777,489$2,825,793 ▼-42.8%17,2781.1%Computer and TechnologyCMCSAComcast$3,689,704$406,081 ▲12.4%103,3821.1%Consumer DiscretionaryABBVAbbVie$3,668,779$3,441,580 ▼-48.4%19,7651.1%MedicalGOOGAlphabet$3,649,622$3,585,762 ▼-49.6%20,5741.1%Computer and TechnologyTAT&T$3,555,279$1,943,292 ▲120.6%122,8501.1%Computer and TechnologyGSThe Goldman Sachs Group$3,349,073$16,278 ▲0.5%4,7321.0%FinanceHWMHowmet Aerospace$3,314,789$67,379 ▼-2.0%17,8091.0%AerospaceAMATApplied Materials$3,227,524$1,560,122 ▼-32.6%17,6301.0%Computer and TechnologyCSCOCisco Systems$3,202,165$14,292 ▲0.4%46,1541.0%Computer and TechnologyARISTA NETWORKS INC$3,175,395$2,139,506 ▲206.5%31,0371.0%COM SHSCOSTCostco Wholesale$3,127,220$789,972 ▲33.8%3,1590.9%Retail/WholesaleNEENextEra Energy$2,771,802$225,060 ▲8.8%39,9280.8%UtilitiesSYFSynchrony Financial$2,736,073$204,892 ▲8.1%40,9960.8%FinanceIBMInternational Business Machines$2,671,002$43,922 ▲1.7%9,0610.8%Computer and TechnologyCBChubb$2,461,171$6,953 ▲0.3%8,4950.7%FinanceVICIVICI Properties$2,429,254$10,758 ▲0.4%74,5170.7%FinanceWFCWells Fargo & Company$2,205,383$644,565 ▲41.3%27,5260.7%FinanceTJXTJX Companies$2,063,394$40,875 ▼-1.9%16,7090.6%Retail/WholesaleBLACKROCK INC$2,041,841$27,281 ▲1.4%1,9460.6%COMLLYEli Lilly and Company$2,007,290$84,189 ▼-4.0%2,5750.6%MedicalOHIOmega Healthcare Investors$1,901,842$665,637 ▲53.8%51,8920.6%FinanceGEHCGE HealthCare Technologies$1,884,711$966,836 ▲105.3%25,4450.6%MedicalBABoeing$1,831,292$1,831,292 ▲New Holding8,7400.6%AerospaceAMGNAmgen$1,799,229$36,297 ▼-2.0%6,4440.5%MedicalPHMPulteGroup$1,795,984$3,691 ▼-0.2%17,0300.5%ConstructionADBEAdobe$1,789,707$45,652 ▼-2.5%4,6260.5%Computer and TechnologyCBRECBRE Group$1,785,829$3,083 ▼-0.2%12,7450.5%FinanceKRKroger$1,783,136$8,321 ▲0.5%24,8590.5%Retail/WholesaleEBAYeBay$1,756,660$2,383 ▲0.1%23,5920.5%Retail/WholesaleBRK.BBerkshire Hathaway$1,717,197$213,739 ▲14.2%3,5350.5%FinanceULTAUlta Beauty$1,648,130$1,648,130 ▲New Holding3,5230.5%Retail/WholesalePMPhilip Morris International$1,639,534$49,175 ▲3.1%9,0020.5%Consumer StaplesSCHWCharles Schwab$1,619,145$1,619,145 ▲New Holding17,7460.5%FinanceCCitigroup$1,571,826$386,189 ▼-19.7%18,4660.5%Financial ServicesUBERUber Technologies$1,534,878$427,034 ▲38.5%16,4510.5%Computer and TechnologyJBLJabil$1,504,236$839,903 ▲126.4%6,8970.5%Computer and TechnologyRTXRTX$1,460,930$6,863 ▲0.5%10,0050.4%AerospaceDALDelta Air Lines$1,404,040$771,536 ▼-35.5%28,5490.4%TransportationACNAccenture$1,399,702$1,399,702 ▲New Holding4,6830.4%Computer and TechnologyUGIUGI$1,315,636$30,775 ▼-2.3%36,1240.4%UtilitiesHOWARD HUGHES HOLDINGS INC$1,284,120$6,075 ▲0.5%19,0240.4%COMZMZoom Communications$1,231,538$5,848 ▲0.5%15,7930.4%Computer and TechnologyEOGEOG Resources$1,221,457$166,856 ▲15.8%10,2120.4%EnergyQCOMQUALCOMM$1,216,428$998,879 ▼-45.1%7,6380.4%Computer and TechnologyCLColgate-Palmolive$1,199,698$828,826 ▼-40.9%13,1980.4%Consumer StaplesAMPAmeriprise Financial$1,177,942$434,456 ▼-26.9%2,2070.4%FinanceAMTAmerican Tower$1,176,268$50,835 ▼-4.1%5,3220.4%FinanceCRMSalesforce$1,170,113$2,862,973 ▼-71.0%4,2910.4%Computer and TechnologyNOWServiceNow$1,149,393$47,292 ▼-4.0%1,1180.3%Computer and TechnologyMRKMerck & Co., Inc.$1,127,001$344,188 ▲44.0%14,2370.3%MedicalAPPLOVIN CORP$1,118,506$47,961 ▼-4.1%3,1950.3%COM CL AUSFDUS Foods$1,102,321$20,793 ▼-1.9%14,3140.3%Consumer StaplesCVXChevron$1,039,416$16,037 ▲1.6%7,2590.3%EnergyGE VERNOVA INC$1,017,555$4,762 ▲0.5%1,9230.3%COMFCXFreeport-McMoRan$1,009,491$364,313 ▲56.5%23,2870.3%Basic MaterialsCHTRCharter Communications$984,414$456,641 ▲86.5%2,4080.3%Consumer DiscretionaryEXPEExpedia Group$972,609$40,652 ▼-4.0%5,7660.3%Retail/WholesaleABTAbbott Laboratories$964,991$4,488 ▲0.5%7,0950.3%MedicalMGMMGM Resorts International$921,102$4,402 ▲0.5%26,7840.3%Consumer DiscretionaryVZVerizon Communications$919,704$10,515 ▲1.2%21,2550.3%Computer and TechnologyHONHoneywell International$917,081$1,397 ▼-0.2%3,9380.3%Multi-Sector ConglomeratesACGLArch Capital Group$902,761$4,188 ▲0.5%9,9150.3%FinanceVRTVertiv$897,714$37,496 ▼-4.0%6,9910.3%Computer and TechnologyCOPConocoPhillips$851,004$2,423 ▼-0.3%9,4830.3%EnergyMETMetLife$848,270$493,377 ▼-36.8%10,5480.3%FinanceDISWalt Disney$836,075$230,534 ▼-21.6%6,7420.3%Consumer DiscretionaryBJBJ's Wholesale Club$833,957$833,957 ▲New Holding7,7340.3%Consumer StaplesPALANTIR TECHNOLOGIES INC$821,873$821,873 ▲New Holding6,0290.2%CL APYPLPayPal$802,136$3,716 ▲0.5%10,7930.2%Business ServicesUPSUnited Parcel Service$793,489$10,498 ▲1.3%7,8610.2%TransportationADTADT$756,295$154,916 ▲25.8%89,2910.2%IndustrialsCACICACI International$736,025$736,025 ▲New Holding1,5440.2%Computer and TechnologyMTZMasTec$713,079$713,079 ▲New Holding4,1840.2%ConstructionSTLDSteel Dynamics$692,406$640 ▼-0.1%5,4090.2%Basic MaterialsNXPINXP Semiconductors$671,420$5,681 ▲0.9%3,0730.2%Computer and TechnologyTKO GROUP HOLDINGS INC$655,748$643,375 ▼-49.5%3,6040.2%CL AMCHPMicrochip Technology$613,275$2,815 ▲0.5%8,7150.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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