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WRIGHT INVESTORS SERVICE INC
Period ended Sep 30, 2026 · Latest filing Nov 2, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $362,894,508
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MICROSOFT CORP · COM · 594918104 · shares: $23,270,786
- APPLE INC · COM · 037833100 · shares: $22,619,384
- NVIDIA CORPORATION · COM · 67066G104 · shares: $22,515,071
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $14,377,383
- AMAZON COM INC · COM · 023135106 · shares: $14,015,933
- META PLATFORMS INC · CL A · 30303M102 · shares: $12,005,355
- BROADCOM INC · COM · 11135F101 · shares: $9,575,195
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $8,545,378
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $8,018,988
- GILEAD SCIENCES INC · COM · 375558103 · shares: $7,745,830
Reported holdings
236 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 98,586 shares | $22,515,071 |
| MICROSOFT CORP | COM | 594918104 | — | 35,949 shares | $18,438,242 |
| APPLE INC | COM | 037833100 | — | 51,136 shares | $17,029,310 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 36,335 shares | $12,502,147 |
| META PLATFORMS INC | CL A | 30303M102 | — | 13,424 shares | $9,734,816 |
| BROADCOM INC | COM | 11135F101 | — | 26,060 shares | $9,152,011 |
| AMAZON COM INC | COM | 023135106 | — | 33,668 shares | $8,388,382 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 7,084 shares | $7,545,240 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 58,217 shares | $5,690,130 |
| AMAZON COM INC | COM | 023135106 | — | 22,587 shares | $5,627,551 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 16,437 shares | $5,600,743 |
| APPLE INC | COM | 037833100 | — | 16,786 shares | $5,590,074 |
| VISA INC | COM CL A | 92826C839 | — | 15,185 shares | $5,456,426 |
| APPLIED MATLS INC | COM | 038222105 | — | 10,656 shares | $5,449,265 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 34,510 shares | $5,143,715 |
| TESLA INC | COM | 88160R101 | — | 13,803 shares | $4,897,442 |
| CISCO SYS INC | COM | 17275R102 | — | 45,467 shares | $4,893,613 |
| MICROSOFT CORP | COM | 594918104 | — | 9,422 shares | $4,832,544 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 14,328 shares | $4,706,891 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 7,498 shares | $4,586,976 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 12,679 shares | $4,194,593 |
| CATERPILLAR INC | COM | 149123101 | — | 4,941 shares | $4,006,113 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 11,560 shares | $3,824,395 |
| ABBVIE INC | COM | 00287Y109 | — | 12,769 shares | $3,340,243 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 19,718 shares | $3,209,105 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 7,970 shares | $3,166,561 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 37,251 shares | $3,108,969 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 3,391 shares | $3,053,121 |
| PROGRESSIVE CORP | COM | 743315103 | — | 14,496 shares | $3,005,166 |
| ELI LILLY & CO | COM | 532457108 | — | 2,516 shares | $2,911,213 |
| COCA COLA CO | COM | 191216100 | — | 33,090 shares | $2,848,387 |
| MERCK & CO INC | COM | 58933Y105 | — | 19,557 shares | $2,841,828 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 45,005 shares | $2,808,312 |
| AMPHENOL CORP | CL A | 032095101 | — | 33,265 shares | $2,804,240 |
| BANK OF AMER CORP | COM | 060505104 | — | 51,215 shares | $2,787,632 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 9,155 shares | $2,784,036 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 17,458 shares | $2,602,115 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 9,869 shares | $2,599,100 |
| META PLATFORMS INC | CL A | 30303M102 | — | 3,131 shares | $2,270,539 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 13,764 shares | $2,240,091 |
| THE CIGNA GROUP | COM | 125523100 | — | 7,834 shares | $2,129,516 |
| BANK OF AMER CORP | COM | 060505104 | — | 38,307 shares | $2,085,050 |
| CHEVRON CORPORATION | COM | 166764100 | — | 10,072 shares | $2,056,803 |
| NETFLIX INC. | COM | 64110L106 | — | 29,272 shares | $2,036,746 |
| PULTE GROUP INC | COM | 745867101 | — | 17,259 shares | $2,003,080 |
| AMGEN INC | COM | 031162100 | — | 4,737 shares | $1,996,693 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 5,450 shares | $1,875,236 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 5,105 shares | $1,873,943 |
| ORACLE CORP | COM | 68389X105 | — | 13,616 shares | $1,869,477 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 26,148 shares | $1,855,724 |
| EBAY INC. | COM | 278642103 | — | 17,313 shares | $1,836,043 |
| WALMART INC | COM | 931142103 | — | 16,514 shares | $1,716,135 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 4,427 shares | $1,715,949 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 24,137 shares | $1,689,590 |
| NRG ENERGY INC | COM NEW | 629377508 | — | 17,456 shares | $1,669,666 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 26,075 shares | $1,627,080 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,756 shares | $1,598,557 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 15,599 shares | $1,524,646 |
| RTX CORPORATION | COM | 75513E101 | — | 8,151 shares | $1,513,233 |
| CITIGROUP INC | COM NEW | 172967424 | — | 11,627 shares | $1,505,464 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 7,863 shares | $1,500,418 |
| OMNICOM GROUP INC | COM | 681919106 | — | 20,236 shares | $1,489,977 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 6,147 shares | $1,483,333 |
| GE VERNOVA INC | COM | 36828A101 | — | 1,542 shares | $1,465,656 |
| BOEING CO | COM | 097023105 | — | 7,397 shares | $1,376,212 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 4,475 shares | $1,360,848 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 6,509 shares | $1,325,167 |
| STEEL DYNAMICS INC | COM | 858119100 | — | 5,938 shares | $1,315,921 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 4,826 shares | $1,277,684 |
| QUALCOMM INC | COM | 747525103 | — | 6,826 shares | $1,256,257 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 12,329 shares | $1,242,517 |
| KLA CORP | COM NEW | 482480100 | — | 6,360 shares | $1,239,755 |
| KROGER CO | COM | 501044101 | — | 21,067 shares | $1,234,948 |
| SALESFORCE INC | COM | 79466L302 | — | 5,367 shares | $1,232,102 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 6,439 shares | $1,204,415 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 54,809 shares | $1,192,644 |
| CHUBB LIMITED | COM | H1467J104 | — | 3,461 shares | $1,125,690 |
| NETAPP INC | COM | 64110D104 | — | 5,305 shares | $1,114,475 |
| MUELLER INDS INC | COM | 624756102 | — | 18,354 shares | $1,112,436 |
| SALESFORCE INC | COM | 79466L302 | — | 4,747 shares | $1,089,769 |
| MERCK & CO INC | COM | 58933Y105 | — | 7,491 shares | $1,088,517 |
| BOEING CO | COM | 097023105 | — | 5,765 shares | $1,072,578 |
| T-MOBILE US INC | COM | 872590104 | — | 6,558 shares | $1,069,479 |
| PROLOGIS INC. | COM | 74340W103 | — | 8,220 shares | $1,067,285 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 15,535 shares | $1,064,303 |
| CITIGROUP INC | COM NEW | 172967424 | — | 8,151 shares | $1,055,391 |
| CVS HEALTH CORP | COM | 126650100 | — | 12,256 shares | $1,050,217 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 2,798 shares | $1,027,090 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 18,457 shares | $1,013,289 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 939 shares | $1,000,138 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 13,122 shares | $993,860 |
| PEPSICO INC | COM | 713448108 | — | 7,527 shares | $953,821 |
| CHEVRON CORPORATION | COM | 166764100 | — | 4,638 shares | $947,126 |
| WELLS FARGO & CO | COM | 949746101 | — | 11,632 shares | $931,142 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 7,422 shares | $928,863 |
| AMGEN INC | COM | 031162100 | — | 2,174 shares | $916,363 |
| INTEL CORP | COM | 458140100 | — | 7,357 shares | $884,532 |
| INTEL CORP | COM | 458140100 | — | 7,280 shares | $875,275 |
| THE CIGNA GROUP | COM | 125523100 | — | 3,197 shares | $869,041 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 1,701 shares | $866,234 |