Filed: 1/26/2026ACC: 0001062993-26-000423
📋 What this filing means
WRIGHT INVESTORS SERVICE INC filed this quarterly 13F‑HR report disclosing 147 equity positions with a total reported market value of $333.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
147
Positions
$333.10M
Total AUM (reported)
2.51M
Total Shares
Allocation by class
COM$255.38M76.7%
CL A$20.80M6.2%
COM NEW$15.19M4.6%
CAP STK CL A$13.46M4.0%
COM CL A$7.95M2.4%
CAP STK CL C$6.62M2.0%
COM SHS$2.94M0.9%
Portfolio Concentration
Top 3$49.34M14.8%
4–10$71.35M21.4%
11–25$75.34M22.6%
Rest$137.07M41.2%
Top 3 weight
14.8%
Top 10 weight
36.2%
Voting Authority Distribution
Total shares with voting rights: 2.51M
Sole
Full voting authority
2.34M
shares
% of voting shares93.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
170.53K
shares
% of voting shares6.8%
Investment Discretion (by position count)
Sole147
Shared0
Other0
Dominant voting typeSole · 93.2% of voting shares
Institutional Holdings147
Rows:
NVIDIA CORPORATION
SOLEShares90.70K
TypeSH
Market value$16.92M
5.08%
Sole
90.70K
Shared
0.00
None
0.00
APPLE INC
SOLEShares59.89K
TypeSH
Market value$16.28M
4.89%
Sole
59.89K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares33.38K
TypeSH
Market value$16.14M
4.85%
Sole
33.38K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares43K
TypeSH
Market value$13.46M
4.04%
Sole
40.73K
Shared
0.00
None
2.27K
BROADCOM INC
SOLEShares37.12K
TypeSH
Market value$12.85M
3.86%
Sole
36.14K
Shared
0.00
None
984.00
AMAZON COM INC
SOLEShares53.41K
TypeSH
Market value$12.33M
3.70%
Sole
51.84K
Shared
0.00
None
1.57K
META PLATFORMS INC
SOLEShares16.31K
TypeSH
Market value$10.77M
3.23%
Sole
15.92K
Shared
0.00
None
390.00
JPMORGAN CHASE & CO.
SOLEShares25.76K
TypeSH
Market value$8.30M
2.49%
Sole
23.53K
Shared
0.00
None
2.23K
GILEAD SCIENCES INC
SOLEShares57.25K
TypeSH
Market value$7.03M
2.11%
Sole
53.36K
Shared
0.00
None
3.89K
ALPHABET INC
SOLEShares21.08K
TypeSH
Market value$6.62M
1.99%
Sole
21.08K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares27.62K
TypeSH
Market value$6.29M
1.89%
Sole
26.15K
Shared
0.00
None
1.46K
CATERPILLAR INC
SOLEShares10.87K
TypeSH
Market value$6.23M
1.87%
Sole
10.37K
Shared
0.00
None
497.00
AMERICAN EXPRESS CO
SOLEShares16.63K
TypeSH
Market value$6.15M
1.85%
Sole
15.76K
Shared
0.00
None
864.00
SCHWAB CHARLES CORP
SOLEShares61.08K
TypeSH
Market value$6.10M
1.83%
Sole
59.30K
Shared
0.00
None
1.77K
BRISTOL-MYERS SQUIBB CO
SOLEShares104.57K
TypeSH
Market value$5.64M
1.69%
Sole
97.07K
Shared
0.00
None
7.50K
TESLA INC
SOLEShares12.35K
TypeSH
Market value$5.55M
1.67%
Sole
12.35K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares94.76K
TypeSH
Market value$5.21M
1.56%
Sole
87.35K
Shared
0.00
None
7.41K
VISA INC
SOLEShares13.71K
TypeSH
Market value$4.81M
1.44%
Sole
13.71K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares37.91K
TypeSH
Market value$4.56M
1.37%
Sole
35.25K
Shared
0.00
None
2.66K
COCA COLA CO
SOLEShares64.26K
TypeSH
Market value$4.49M
1.35%
Sole
62.20K
Shared
0.00
None
2.06K
APPLIED MATLS INC
SOLEShares17.18K
TypeSH
Market value$4.41M
1.33%
Sole
16.27K
Shared
0.00
None
906.00
NRG ENERGY INC
SOLEShares25.55K
TypeSH
Market value$4.07M
1.22%
Sole
23.78K
Shared
0.00
None
1.76K
UNITEDHEALTH GROUP INC
SOLEShares12.09K
TypeSH
Market value$3.99M
1.20%
Sole
11.47K
Shared
0.00
None
611.00
NEXTERA ENERGY INC
SOLEShares49.13K
TypeSH
Market value$3.94M
1.18%
Sole
45.04K
Shared
0.00
None
4.09K
ABBVIE INC
SOLEShares17K
TypeSH
Market value$3.89M
1.17%
Sole
17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 90.70K | SH | $16.92M 5.08% | 90.70K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 59.89K | SH | $16.28M 4.89% | 59.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 33.38K | SH | $16.14M 4.85% | 33.38K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 43K | SH | $13.46M 4.04% | 40.73K | 0.00 | 2.27K |
BROADCOM INCSOLE | COM | 37.12K | SH | $12.85M 3.86% | 36.14K | 0.00 | 984.00 |
AMAZON COM INCSOLE | COM | 53.41K | SH | $12.33M 3.70% | 51.84K | 0.00 | 1.57K |
META PLATFORMS INCSOLE | CL A | 16.31K | SH | $10.77M 3.23% | 15.92K | 0.00 | 390.00 |
JPMORGAN CHASE & CO.SOLE | COM | 25.76K | SH | $8.30M 2.49% | 23.53K | 0.00 | 2.23K |
GILEAD SCIENCES INCSOLE | COM | 57.25K | SH | $7.03M 2.11% | 53.36K | 0.00 | 3.89K |
ALPHABET INCSOLE | CAP STK CL C | 21.08K | SH | $6.62M 1.99% | 21.08K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 27.62K | SH | $6.29M 1.89% | 26.15K | 0.00 | 1.46K |
CATERPILLAR INCSOLE | COM | 10.87K | SH | $6.23M 1.87% | 10.37K | 0.00 | 497.00 |
AMERICAN EXPRESS COSOLE | COM | 16.63K | SH | $6.15M 1.85% | 15.76K | 0.00 | 864.00 |
SCHWAB CHARLES CORPSOLE | COM | 61.08K | SH | $6.10M 1.83% | 59.30K | 0.00 | 1.77K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 104.57K | SH | $5.64M 1.69% | 97.07K | 0.00 | 7.50K |
TESLA INCSOLE | COM | 12.35K | SH | $5.55M 1.67% | 12.35K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 94.76K | SH | $5.21M 1.56% | 87.35K | 0.00 | 7.41K |
VISA INCSOLE | COM CL A | 13.71K | SH | $4.81M 1.44% | 13.71K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 37.91K | SH | $4.56M 1.37% | 35.25K | 0.00 | 2.66K |
COCA COLA COSOLE | COM | 64.26K | SH | $4.49M 1.35% | 62.20K | 0.00 | 2.06K |
APPLIED MATLS INCSOLE | COM | 17.18K | SH | $4.41M 1.33% | 16.27K | 0.00 | 906.00 |
NRG ENERGY INCSOLE | COM NEW | 25.55K | SH | $4.07M 1.22% | 23.78K | 0.00 | 1.76K |
UNITEDHEALTH GROUP INCSOLE | COM | 12.09K | SH | $3.99M 1.20% | 11.47K | 0.00 | 611.00 |
NEXTERA ENERGY INCSOLE | COM | 49.13K | SH | $3.94M 1.18% | 45.04K | 0.00 | 4.09K |
ABBVIE INCSOLE | COM | 17K | SH | $3.89M 1.17% | 17K | 0.00 | 0.00 |
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