Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WRIGHT INVESTORS SERVICE INC (CIK 108572) reported $317.7M across 148 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($15.8M, 4.96%), AAPL ($15.1M, 4.74%), MSFT ($12.8M, 4.04%), AMZN ($11.0M, 3.47%), GOOGL ($10.7M, 3.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $15.8M | 4.96% | 90,416 | Trimmed |
| 2 | AAPL | APPLE INC | $15.1M | 4.74% | 59,390 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $12.8M | 4.04% | 34,648 | Added |
| 4 | AMZN | AMAZON COM INC | $11.0M | 3.47% | 52,921 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $10.7M | 3.38% | 37,301 | Trimmed |
| 6 | AVGO | BROADCOM INC | $10.0M | 3.15% | 32,313 | Trimmed |
| 7 | META | META PLATFORMS INC | $8.6M | 2.70% | 15,009 | Trimmed |
| 8 | GILD | GILEAD SCIENCES INC | $7.8M | 2.47% | 56,272 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $7.4M | 2.34% | 25,221 | Trimmed |
| 10 | CAT | CATERPILLAR INC | $6.9M | 2.18% | 9,758 | Trimmed |
| 11 | SCHW | SCHWAB CHARLES CORP | $6.7M | 2.12% | 71,784 | Added |
| 12 | BMY | BRISTOL-MYERS SQUIBB CO | $6.7M | 2.11% | 110,716 | Added |
| 13 | XOM | EXXON MOBIL CORP | $6.3M | 1.98% | 37,170 | Trimmed |
| 14 | AMAT | APPLIED MATLS INC | $5.4M | 1.69% | 15,671 | Trimmed |
| 15 | KO | COCA COLA CO | $4.8M | 1.52% | 63,642 | Trimmed |
| 16 | GOOG | ALPHABET INC | $4.8M | 1.50% | 16,656 | Trimmed |
| 17 | NRG | NRG ENERGY INC | $4.7M | 1.48% | 32,241 | Added |
| 18 | TSLA | TESLA INC | $4.6M | 1.44% | 12,313 | Trimmed |
| 19 | BAC | BANK AMERICA CORP | $4.5M | 1.42% | 92,688 | Trimmed |
| 20 | AXP | AMERICAN EXPRESS CO | $4.2M | 1.34% | 14,034 | Trimmed |
| 21 | V | VISA INC | $4.2M | 1.31% | 13,731 | Added |
| 22 | CVX | CHEVRON CORPORATION | $4.1M | 1.28% | 19,614 | Added |
| 23 | NEE | NEXTERA ENERGY INC | $3.7M | 1.18% | 40,322 | Trimmed |
| 24 | PGR | PROGRESSIVE CORP | $3.6M | 1.15% | 18,373 | Trimmed |
| 25 | GS | GOLDMAN SACHS GROUP INC | $3.6M | 1.14% | 4,290 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31