Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $18M | 4.9% |
| Apple Inc.COM | COM | $17.1M | 4.7% |
| Microsoft Corp.COM | COM | $13.8M | 3.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $13M | 3.6% |
| Amazon Com Inc.COM | COM | $12.5M | 3.4% |
| Applied Matls Inc.COM | COM | $11.6M | 3.2% |
| Broadcom Inc.COM | COM | $11.2M | 3.1% |
| Meta Platforms Inc.CL A | CL A | $9.43M | 2.6% |
| Micron Technology Inc.COM | COM | $9.41M | 2.6% |
| Caterpillar Inc.COM | COM | $8.41M | 2.3% |
| JPMORGAN Chase & COCOM | COM | $8.14M | 2.2% |
| Gilead Sciences Inc.COM | COM | $7.01M | 1.9% |
| Schwab Charles Corp.COM | COM | $6.89M | 1.9% |
| Lam Research Corp.COM NEW | COM NEW | $5.88M | 1.6% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $5.8M | 1.6% |
| Tesla Inc.COM | COM | $5.58M | 1.5% |
| Cisco Sys Inc.COM | COM | $5.32M | 1.5% |
| Bank OF Amer Corp.COM | COM | $5.23M | 1.4% |
| Visa Inc.COM CL A | COM CL A | $5.21M | 1.4% |
| Exxon Mobil Corp.COM | COM | $5.02M | 1.4% |
| American Express COCOM | COM | $4.7M | 1.3% |
| Goldman Sachs Group Inc.COM | COM | $4.31M | 1.2% |
| Bristol-myers Squibb COCOM | COM | $4.18M | 1.1% |
| Advanced Micro Devices Inc.COM | COM | $4.11M | 1.1% |
| Coca Cola COCOM | COM | $4.07M | 1.1% |
| Progressive Corp.COM | COM | $3.96M | 1.1% |
| NRG Energy Inc.COM NEW | COM NEW | $3.82M | 1.0% |
| Delta Air Lines Inc.COM NEW | COM NEW | $3.73M | 1.0% |
| Expedia Group Inc.COM NEW | COM NEW | $3.68M | 1.0% |
| Merck & CO Inc.COM | COM | $3.52M | 1.0% |
| Nextera Energy Inc.COM | COM | $3.49M | 1.0% |
| Unitedhealth Group Inc.COM | COM | $3.34M | 0.9% |
| Abbvie Inc.COM | COM | $3.21M | 0.9% |
| Netapp Inc.COM | COM | $3.09M | 0.8% |
| Eli Lilly & COCOM | COM | $3.02M | 0.8% |
| Chevron CorporationCOM | COM | $2.96M | 0.8% |
| Ebay Inc..COM | COM | $2.85M | 0.8% |
| Citigroup Inc.COM NEW | COM NEW | $2.83M | 0.8% |
| Walmart Inc.COM | COM | $2.78M | 0.8% |
| The Cigna GroupCOM | COM | $2.76M | 0.8% |
| Palo Alto Networks Inc.COM | COM | $2.72M | 0.7% |
| Amphenol Corp.CL A | CL A | $2.63M | 0.7% |
| Amgen Inc.COM | COM | $2.55M | 0.7% |
| Omnicom Group Inc.COM | COM | $2.44M | 0.7% |
| Arista Networks Inc.COM SHS | COM SHS | $2.38M | 0.7% |
| Pulte Group Inc.COM | COM | $2.36M | 0.6% |
| Oracle Corp.COM | COM | $2.36M | 0.6% |
| Synchrony FinancialCOM | COM | $2.32M | 0.6% |
| Boeing COCOM | COM | $2.17M | 0.6% |
| Steel Dynamics Inc.COM | COM | $1.95M | 0.5% |
- Class
- COM
- Share
- 4.9%
- Class
- COM
- Share
- 4.7%
- Class
- COM
- Share
- 3.8%
- Class
- CAP STK CL A
- Share
- 3.6%
- Class
- COM
- Share
- 3.4%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 3.1%
- Class
- CL A
- Share
- 2.6%
- Class
- COM
- Share
- 2.6%
- Class
- COM
- Share
- 2.3%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 1.9%
- Class
- COM
- Share
- 1.9%
- Class
- COM NEW
- Share
- 1.6%
- Class
- CAP STK CL C
- Share
- 1.6%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- COM CL A
- Share
- 1.4%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM NEW
- Share
- 1.0%
- Class
- COM NEW
- Share
- 1.0%
- Class
- COM NEW
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM NEW
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- CL A
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM SHS
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 148 positions by value, with holdings of the same security combined. The 148 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 108572
- File number
- 028-00825
- Options
- 0 call, 0 put
- In the 25 largest
- 56.3%
- Prior quarter
- $318M at 31 March 2026
- Positions opened
- 14
- Positions closed
- 14
Common questions
What are Wright Investors Service’s 13F holdings worth?
$366 million across 148 positions for the quarter ended 30 June 2026.
What is Wright Investors Service’s largest 13F holding?
NVIDIA CORPORATION (COM) was the largest position at $18 million, or 4.9% of reported 13F value, as of 30 June 2026.
How concentrated is Wright Investors Service’s 13F portfolio?
The ten largest positions accounted for 34.0% of reported value and the twenty-five largest for 56.3%, across 148 positions as of 30 June 2026.
Does Form 13F show everything Wright Investors Service manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Wright Investors Service file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.