Wright Investors Service Inc 13F Holdings · Q2 2026
Wright Investors Service Inc reported 148 securities worth $365.76M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (4.92%), AAPL (4.67%), MSFT (3.78%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $18.0M | 4.92% | 89,905 | Trimmed |
| 2 | AAPL | APPLE INC | $17.1M | 4.67% | 59,061 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $13.8M | 3.78% | 37,028 | Added |
| 4 | GOOGL | ALPHABET INC | $13.0M | 3.55% | 36,381 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $12.5M | 3.42% | 52,495 | Trimmed |
| 6 | AMAT | APPLIED MATLS INC | $11.6M | 3.18% | 16,070 | Added |
| 7 | AVGO | BROADCOM INC | $11.2M | 3.05% | 29,538 | Trimmed |
| 8 | META | META PLATFORMS INC | $9.4M | 2.58% | 16,736 | Added |
| 9 | MU | MICRON TECHNOLOGY INC | $9.4M | 2.57% | 8,152 | Added |
| 10 | CAT | CATERPILLAR INC | $8.4M | 2.30% | 7,895 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $8.1M | 2.22% | 24,858 | Trimmed |
| 12 | GILD | GILEAD SCIENCES INC | $7.0M | 1.92% | 55,467 | Trimmed |
| 13 | SCHW | SCHWAB CHARLES CORP | $6.9M | 1.88% | 74,625 | Added |
| 14 | LRCX | LAM RESEARCH CORP | $5.9M | 1.61% | 13,574 | Added |
| 15 | GOOG | ALPHABET INC | $5.8M | 1.58% | 16,402 | Trimmed |
| 16 | TSLA | TESLA INC | $5.6M | 1.52% | 13,259 | Added |
| 17 | CSCO | CISCO SYS INC | $5.3M | 1.46% | 45,328 | Trimmed |
| 18 | BAC | BANK OF AMER CORP | $5.2M | 1.43% | 91,699 | Trimmed |
| 19 | V | VISA INC | $5.2M | 1.42% | 15,175 | Added |
| 20 | XOM | EXXON MOBIL CORP | $5.0M | 1.37% | 36,749 | Trimmed |
| 21 | AXP | AMERICAN EXPRESS CO | $4.7M | 1.29% | 13,905 | Trimmed |
| 22 | GS | GOLDMAN SACHS GROUP INC | $4.3M | 1.18% | 4,264 | Trimmed |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | $4.2M | 1.14% | 72,470 | Trimmed |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $4.1M | 1.12% | 7,082 | Added |
| 25 | KO | COCA COLA CO | $4.1M | 1.11% | 50,097 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR