Filed: 10/28/2025ACC: 0001062993-25-016320
📋 What this filing means
WRIGHT INVESTORS SERVICE INC filed this quarterly 13F‑HR report disclosing 146 equity positions with a total reported market value of $345.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
146
Positions
$345.38M
Total AUM (reported)
2.54M
Total Shares
Allocation by class
COM$268.25M77.7%
CL A$22.39M6.5%
COM NEW$14.07M4.1%
CAP STK CL A$12.17M3.5%
COM CL A$9.06M2.6%
CAP STK CL C$5.12M1.5%
COM SHS$4.92M1.4%
Portfolio Concentration
Top 3$55.34M16.0%
4–10$75.00M21.7%
11–25$70.47M20.4%
Rest$144.57M41.9%
Top 3 weight
16.0%
Top 10 weight
37.7%
Voting Authority Distribution
Total shares with voting rights: 2.54M
Sole
Full voting authority
2.38M
shares
% of voting shares93.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
162.78K
shares
% of voting shares6.4%
Investment Discretion (by position count)
Sole146
Shared0
Other0
Dominant voting typeSole · 93.6% of voting shares
Institutional Holdings146
Rows:
NVIDIA CORPORATION
SOLEShares109.35K
TypeSH
Market value$20.40M
5.91%
Sole
109.35K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares37.44K
TypeSH
Market value$19.39M
5.62%
Sole
37.44K
Shared
0.00
None
0.00
APPLE INC
SOLEShares61.06K
TypeSH
Market value$15.55M
4.50%
Sole
61.06K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares64.88K
TypeSH
Market value$14.24M
4.12%
Sole
63.29K
Shared
0.00
None
1.59K
BROADCOM INC
SOLEShares42.16K
TypeSH
Market value$13.91M
4.03%
Sole
41.17K
Shared
0.00
None
993.00
META PLATFORMS INC
SOLEShares17.95K
TypeSH
Market value$13.18M
3.82%
Sole
17.55K
Shared
0.00
None
393.00
ALPHABET INC
SOLEShares50.06K
TypeSH
Market value$12.17M
3.52%
Sole
47.66K
Shared
0.00
None
2.40K
JPMORGAN CHASE & CO.
SOLEShares25.78K
TypeSH
Market value$8.13M
2.35%
Sole
23.53K
Shared
0.00
None
2.25K
PROGRESSIVE CORP
SOLEShares28.68K
TypeSH
Market value$7.08M
2.05%
Sole
27.20K
Shared
0.00
None
1.48K
GILEAD SCIENCES INC
SOLEShares56.62K
TypeSH
Market value$6.29M
1.82%
Sole
52.70K
Shared
0.00
None
3.93K
TESLA INC
SOLEShares13.37K
TypeSH
Market value$5.95M
1.72%
Sole
13.37K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares12.08K
TypeSH
Market value$5.77M
1.67%
Sole
11.47K
Shared
0.00
None
609.00
AMERICAN EXPRESS CO
SOLEShares17.21K
TypeSH
Market value$5.72M
1.66%
Sole
16.34K
Shared
0.00
None
872.00
VISA INC
SOLEShares15.28K
TypeSH
Market value$5.22M
1.51%
Sole
15.28K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares21.01K
TypeSH
Market value$5.12M
1.48%
Sole
21.01K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares14.51K
TypeSH
Market value$5.01M
1.45%
Sole
13.63K
Shared
0.00
None
881.00
BANK AMERICA CORP
SOLEShares94.39K
TypeSH
Market value$4.87M
1.41%
Sole
86.91K
Shared
0.00
None
7.48K
COCA COLA CO
SOLEShares72.78K
TypeSH
Market value$4.83M
1.40%
Sole
70.70K
Shared
0.00
None
2.07K
ORACLE CORP
SOLEShares15.63K
TypeSH
Market value$4.39M
1.27%
Sole
15.63K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares29.47K
TypeSH
Market value$4.29M
1.24%
Sole
29.47K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares37.73K
TypeSH
Market value$4.25M
1.23%
Sole
35.05K
Shared
0.00
None
2.68K
NRG ENERGY INC
SOLEShares25.42K
TypeSH
Market value$4.12M
1.19%
Sole
23.64K
Shared
0.00
None
1.78K
NEXTERA ENERGY INC
SOLEShares49.17K
TypeSH
Market value$3.71M
1.07%
Sole
45.04K
Shared
0.00
None
4.13K
BRISTOL-MYERS SQUIBB CO
SOLEShares81.91K
TypeSH
Market value$3.69M
1.07%
Sole
75.85K
Shared
0.00
None
6.06K
NETFLIX INC
SOLEShares2.94K
TypeSH
Market value$3.53M
1.02%
Sole
2.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 109.35K | SH | $20.40M 5.91% | 109.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 37.44K | SH | $19.39M 5.62% | 37.44K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 61.06K | SH | $15.55M 4.50% | 61.06K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 64.88K | SH | $14.24M 4.12% | 63.29K | 0.00 | 1.59K |
BROADCOM INCSOLE | COM | 42.16K | SH | $13.91M 4.03% | 41.17K | 0.00 | 993.00 |
META PLATFORMS INCSOLE | CL A | 17.95K | SH | $13.18M 3.82% | 17.55K | 0.00 | 393.00 |
ALPHABET INCSOLE | CAP STK CL A | 50.06K | SH | $12.17M 3.52% | 47.66K | 0.00 | 2.40K |
JPMORGAN CHASE & CO.SOLE | COM | 25.78K | SH | $8.13M 2.35% | 23.53K | 0.00 | 2.25K |
PROGRESSIVE CORPSOLE | COM | 28.68K | SH | $7.08M 2.05% | 27.20K | 0.00 | 1.48K |
GILEAD SCIENCES INCSOLE | COM | 56.62K | SH | $6.29M 1.82% | 52.70K | 0.00 | 3.93K |
TESLA INCSOLE | COM | 13.37K | SH | $5.95M 1.72% | 13.37K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 12.08K | SH | $5.77M 1.67% | 11.47K | 0.00 | 609.00 |
AMERICAN EXPRESS COSOLE | COM | 17.21K | SH | $5.72M 1.66% | 16.34K | 0.00 | 872.00 |
VISA INCSOLE | COM CL A | 15.28K | SH | $5.22M 1.51% | 15.28K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 21.01K | SH | $5.12M 1.48% | 21.01K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 14.51K | SH | $5.01M 1.45% | 13.63K | 0.00 | 881.00 |
BANK AMERICA CORPSOLE | COM | 94.39K | SH | $4.87M 1.41% | 86.91K | 0.00 | 7.48K |
COCA COLA COSOLE | COM | 72.78K | SH | $4.83M 1.40% | 70.70K | 0.00 | 2.07K |
ORACLE CORPSOLE | COM | 15.63K | SH | $4.39M 1.27% | 15.63K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 29.47K | SH | $4.29M 1.24% | 29.47K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 37.73K | SH | $4.25M 1.23% | 35.05K | 0.00 | 2.68K |
NRG ENERGY INCSOLE | COM NEW | 25.42K | SH | $4.12M 1.19% | 23.64K | 0.00 | 1.78K |
NEXTERA ENERGY INCSOLE | COM | 49.17K | SH | $3.71M 1.07% | 45.04K | 0.00 | 4.13K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 81.91K | SH | $3.69M 1.07% | 75.85K | 0.00 | 6.06K |
NETFLIX INCSOLE | COM | 2.94K | SH | $3.53M 1.02% | 2.94K | 0.00 | 0.00 |
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