Filed: 4/29/2026ACC: 0001062993-26-002198
📋 What this filing means
WRIGHT INVESTORS SERVICE INC filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $317.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$317.71M
Total AUM (reported)
2.59M
Total Shares
Allocation by class
COM$246.77M77.7%
CL A$18.65M5.9%
COM NEW$16.26M5.1%
CAP STK CL A$10.73M3.4%
COM CL A$8.10M2.5%
CAP STK CL C$4.78M1.5%
COM SHS$2.70M0.8%
Portfolio Concentration
Top 3$43.67M13.7%
4–10$62.51M19.7%
11–25$72.02M22.7%
Rest$139.52M43.9%
Top 3 weight
13.7%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 2.59M
Sole
Full voting authority
2.42M
shares
% of voting shares93.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
173.18K
shares
% of voting shares6.7%
Investment Discretion (by position count)
Sole148
Shared0
Other0
Dominant voting typeSole · 93.3% of voting shares
Institutional Holdings148
Rows:
NVIDIA CORPORATION
SOLEShares90.42K
TypeSH
Market value$15.77M
4.96%
Sole
90.42K
Shared
0.00
None
0.00
APPLE INC
SOLEShares59.39K
TypeSH
Market value$15.07M
4.74%
Sole
59.39K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares34.65K
TypeSH
Market value$12.83M
4.04%
Sole
34.65K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares52.92K
TypeSH
Market value$11.02M
3.47%
Sole
51.41K
Shared
0.00
None
1.51K
ALPHABET INC
SOLEShares37.30K
TypeSH
Market value$10.73M
3.38%
Sole
35.13K
Shared
0.00
None
2.18K
BROADCOM INC
SOLEShares32.31K
TypeSH
Market value$10.00M
3.15%
Sole
31.36K
Shared
0.00
None
948.00
META PLATFORMS INC
SOLEShares15.01K
TypeSH
Market value$8.59M
2.70%
Sole
14.70K
Shared
0.00
None
311.00
GILEAD SCIENCES INC
SOLEShares56.27K
TypeSH
Market value$7.84M
2.47%
Sole
52.53K
Shared
0.00
None
3.74K
JPMORGAN CHASE & CO
SOLEShares25.22K
TypeSH
Market value$7.42M
2.34%
Sole
23.08K
Shared
0.00
None
2.14K
CATERPILLAR INC
SOLEShares9.76K
TypeSH
Market value$6.91M
2.18%
Sole
9.41K
Shared
0.00
None
346.00
SCHWAB CHARLES CORP
SOLEShares71.78K
TypeSH
Market value$6.75M
2.12%
Sole
69.43K
Shared
0.00
None
2.35K
BRISTOL-MYERS SQUIBB CO
SOLEShares110.72K
TypeSH
Market value$6.71M
2.11%
Sole
103.52K
Shared
0.00
None
7.20K
EXXON MOBIL CORP
SOLEShares37.17K
TypeSH
Market value$6.31M
1.98%
Sole
34.62K
Shared
0.00
None
2.55K
APPLIED MATLS INC
SOLEShares15.67K
TypeSH
Market value$5.36M
1.69%
Sole
14.80K
Shared
0.00
None
873.00
COCA COLA CO
SOLEShares63.64K
TypeSH
Market value$4.84M
1.52%
Sole
61.67K
Shared
0.00
None
1.97K
ALPHABET INC
SOLEShares16.66K
TypeSH
Market value$4.78M
1.50%
Sole
16.66K
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares32.24K
TypeSH
Market value$4.71M
1.48%
Sole
30.54K
Shared
0.00
None
1.70K
TESLA INC
SOLEShares12.31K
TypeSH
Market value$4.58M
1.44%
Sole
12.31K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares92.69K
TypeSH
Market value$4.52M
1.42%
Sole
85.58K
Shared
0.00
None
7.11K
AMERICAN EXPRESS CO
SOLEShares14.03K
TypeSH
Market value$4.25M
1.34%
Sole
13.20K
Shared
0.00
None
831.00
VISA INC
SOLEShares13.73K
TypeSH
Market value$4.15M
1.31%
Sole
13.73K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares19.61K
TypeSH
Market value$4.06M
1.28%
Sole
18.75K
Shared
0.00
None
861.00
NEXTERA ENERGY INC
SOLEShares40.32K
TypeSH
Market value$3.75M
1.18%
Sole
36.39K
Shared
0.00
None
3.93K
PROGRESSIVE CORP
SOLEShares18.37K
TypeSH
Market value$3.64M
1.15%
Sole
17.57K
Shared
0.00
None
805.00
GOLDMAN SACHS GROUP INC
SOLEShares4.29K
TypeSH
Market value$3.63M
1.14%
Sole
3.66K
Shared
0.00
None
628.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 90.42K | SH | $15.77M 4.96% | 90.42K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 59.39K | SH | $15.07M 4.74% | 59.39K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 34.65K | SH | $12.83M 4.04% | 34.65K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 52.92K | SH | $11.02M 3.47% | 51.41K | 0.00 | 1.51K |
ALPHABET INCSOLE | CAP STK CL A | 37.30K | SH | $10.73M 3.38% | 35.13K | 0.00 | 2.18K |
BROADCOM INCSOLE | COM | 32.31K | SH | $10.00M 3.15% | 31.36K | 0.00 | 948.00 |
META PLATFORMS INCSOLE | CL A | 15.01K | SH | $8.59M 2.70% | 14.70K | 0.00 | 311.00 |
GILEAD SCIENCES INCSOLE | COM | 56.27K | SH | $7.84M 2.47% | 52.53K | 0.00 | 3.74K |
JPMORGAN CHASE & COSOLE | COM | 25.22K | SH | $7.42M 2.34% | 23.08K | 0.00 | 2.14K |
CATERPILLAR INCSOLE | COM | 9.76K | SH | $6.91M 2.18% | 9.41K | 0.00 | 346.00 |
SCHWAB CHARLES CORPSOLE | COM | 71.78K | SH | $6.75M 2.12% | 69.43K | 0.00 | 2.35K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 110.72K | SH | $6.71M 2.11% | 103.52K | 0.00 | 7.20K |
EXXON MOBIL CORPSOLE | COM | 37.17K | SH | $6.31M 1.98% | 34.62K | 0.00 | 2.55K |
APPLIED MATLS INCSOLE | COM | 15.67K | SH | $5.36M 1.69% | 14.80K | 0.00 | 873.00 |
COCA COLA COSOLE | COM | 63.64K | SH | $4.84M 1.52% | 61.67K | 0.00 | 1.97K |
ALPHABET INCSOLE | CAP STK CL C | 16.66K | SH | $4.78M 1.50% | 16.66K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 32.24K | SH | $4.71M 1.48% | 30.54K | 0.00 | 1.70K |
TESLA INCSOLE | COM | 12.31K | SH | $4.58M 1.44% | 12.31K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 92.69K | SH | $4.52M 1.42% | 85.58K | 0.00 | 7.11K |
AMERICAN EXPRESS COSOLE | COM | 14.03K | SH | $4.25M 1.34% | 13.20K | 0.00 | 831.00 |
VISA INCSOLE | COM CL A | 13.73K | SH | $4.15M 1.31% | 13.73K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 19.61K | SH | $4.06M 1.28% | 18.75K | 0.00 | 861.00 |
NEXTERA ENERGY INCSOLE | COM | 40.32K | SH | $3.75M 1.18% | 36.39K | 0.00 | 3.93K |
PROGRESSIVE CORPSOLE | COM | 18.37K | SH | $3.64M 1.15% | 17.57K | 0.00 | 805.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 4.29K | SH | $3.63M 1.14% | 3.66K | 0.00 | 628.00 |
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