WRIGHT INVESTORS SERVICE INC

SHELTON, CT · CIK 108572 · 13F filing filed 2026-08-05

SEC-registered investment adviser since 1996 · corporation

Assets managed$1.2bn
Staff22 · 9 in investment roles
Main clients (by assets)Banks 63%, Pension plans 18%, State and local governments 8%
Websitewrightinvestors.com
Form ADV · 2026-03-16SEC adviser record

Kindinstitutions, wealth
Others nearbyShelton, CT
FamilyWRIGHT INVESTORS SERVICE INC · 2 related pages

$365.8m reported value +18.1% vs Q1 2026

148positions

34.0%in top 10

0 new 21 added 113 reduced 0 sold out vs Q1 2026

This manager withheld holdings under SEC confidential treatment in both Q2 2026 and Q1 2026, so new and sold-out positions can't be determined.

This report includes the holdings of 1 other manager that shares the investment decisions:

Atalanta Sosnoff Capital, LLC – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	89,905	$18.0m4.92%	4.92%	Reduced -511	-511 -0.6%
2	APPLE INC COM AAPL	AAPL	59,061	$17.1m4.67%	4.67%	Reduced -329	-329 -0.6%
3	MICROSOFT CORP COM MSFT	MSFT	37,028	$13.8m3.78%	3.78%	Added +2.4k	+2,380 6.9%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	36,381	$13.0m3.55%	3.55%	Reduced -920	-920 -2.5%
5	AMAZON COM INC COM AMZN	AMZN	52,495	$12.5m3.42%	3.42%	Reduced -426	-426 -0.8%
6	APPLIED MATLS INC COM AMAT	AMAT	16,070	$11.6m3.18%	3.18%	Added +399	+399 2.5%
7	BROADCOM INC COM AVGO	AVGO	29,538	$11.2m3.05%	3.05%	Reduced -2.8k	-2,775 -8.6%
8	META PLATFORMS INC CL A META	META	16,736	$9.4m2.58%	2.58%	Added +1.7k	+1,727 11.5%
9	MICRON TECHNOLOGY INC COM MU	MU	8,152	$9.4m2.57%	2.57%	Added +5.1k	+5,108 167.8%
10	CATERPILLAR INC COM CAT	CAT	7,895	$8.4m2.30%	2.30%	Reduced -1.9k	-1,863 -19.1%
11	JPMORGAN CHASE & CO COM JPM	JPM	24,858	$8.1m2.22%	2.22%	Reduced -363	-363 -1.4%
12	GILEAD SCIENCES INC COM GILD	GILD	55,467	$7.0m1.92%	1.92%	Reduced -805	-805 -1.4%
13	SCHWAB CHARLES CORP COM SCHW	SCHW	74,625	$6.9m1.88%	1.88%	Added +2.8k	+2,841 4.0%
14	LAM RESEARCH CORP COM NEW LRCX	LRCX	13,574	$5.9m1.61%	1.61%	Added +2.5k	+2,481 22.4%
15	ALPHABET INC CAP STK CL C GOOG	GOOG	16,402	$5.8m1.58%	1.58%	Reduced -254	-254 -1.5%
16	TESLA INC COM TSLA	TSLA	13,259	$5.6m1.52%	1.52%	Added +946	+946 7.7%
17	CISCO SYS INC COM CSCO	CSCO	45,328	$5.3m1.46%	1.46%	Reduced -1.1k	-1,092 -2.4%
18	BANK AMERICA CORP COM BAC	BAC	91,699	$5.2m1.43%	1.43%	Reduced -989	-989 -1.1%
19	VISA INC COM CL A V	V	15,175	$5.2m1.42%	1.42%	Added +1.4k	+1,444 10.5%
20	EXXON MOBIL CORP COM XOM	XOM	36,749	$5.0m1.37%	1.37%	Reduced -421	-421 -1.1%
21	AMERICAN EXPRESS CO COM AXP	AXP	13,905	$4.7m1.29%	1.29%	Reduced -129	-129 -0.9%
22	GOLDMAN SACHS GROUP INC COM GS	GS	4,264	$4.3m1.18%	1.18%	Reduced -26	-26 -0.6%
23	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	72,470	$4.2m1.14%	1.14%	Reduced -38.2k	-38,246 -34.5%
24	ADVANCED MICRO DEVICES INC COM AMD	AMD	7,082	$4.1m1.12%	1.12%	Added +2.1k	+2,127 42.9%
25	COCA COLA CO COM KO	KO	50,097	$4.1m1.11%	1.11%	Reduced -13.5k	-13,545 -21.3%
26	PROGRESSIVE CORP COM PGR	PGR	18,130	$4.0m1.08%	1.08%	Reduced -243	-243 -1.3%
27	NRG ENERGY INC COM NEW NRG	NRG	26,121	$3.8m1.04%	1.04%	Reduced -6.1k	-6,120 -19.0%
28	DELTA AIR LINES INC DEL COM NEW DAL	DAL	39,833	$3.7m1.02%	1.02%	Reduced -548	-548 -1.4%
29	EXPEDIA GROUP INC COM NEW EXPE	EXPE	14,369	$3.7m1.01%	1.01%	Added +5.6k	+5,564 63.2%
30	MERCK & CO INC COM MRK	MRK	27,422	$3.5m0.96%	0.96%	Reduced -506	-506 -1.8%
31	NEXTERA ENERGY INC COM NEE	NEE	39,712	$3.5m0.95%	0.95%	Reduced -610	-610 -1.5%
32	UNITEDHEALTH GROUP INC COM UNH	UNH	8,039	$3.3m0.91%	0.91%	Added +1.4k	+1,406 21.2%
33	ABBVIE INC COM ABBV	ABBV	12,739	$3.2m0.88%	0.88%	Reduced -271	-271 -2.1%
34	NETAPP INC COM NTAP	NTAP	19,992	$3.1m0.85%	0.85%	Reduced -75	-75 -0.4%
35	ELI LILLY & CO COM LLY	LLY	2,517	$3.0m0.83%	0.83%	Reduced -4	-4 -0.2%
36	CHEVRON CORP NEW COM CVX	CVX	17,868	$3.0m0.81%	0.81%	Reduced -1.7k	-1,746 -8.9%
37	EBAY INC. COM EBAY	EBAY	25,472	$2.8m0.78%	0.78%	Reduced -319	-319 -1.2%
38	CITIGROUP INC COM NEW C	C	20,244	$2.8m0.77%	0.77%	Added +3.7k	+3,747 22.7%
39	WALMART INC COM WMT	WMT	24,511	$2.8m0.76%	0.76%	Reduced -333	-333 -1.3%
40	THE CIGNA GROUP COM CI	CI	9,997	$2.8m0.75%	0.75%	Added +4.4k	+4,370 77.7%
41	PALO ALTO NETWORKS INC COM PANW	PANW	7,973	$2.7m0.74%	0.74%	Reduced -11	-11 -0.1%
42	AMPHENOL CORP CL A APH	APH	14,940	$2.6m0.72%	0.72%	Reduced -154	-154 -1.0%
43	AMGEN INC COM AMGN	AMGN	7,030	$2.5m0.70%	0.70%	Reduced -1.3k	-1,317 -15.8%
44	OMNICOM GROUP INC COM OMC	OMC	33,512	$2.4m0.67%	0.67%	Added +27.2k	+27,242 434.5%
45	ARISTA NETWORKS INC COM SHS ANET	ANET	14,003	$2.4m0.65%	0.65%	Reduced -19	-19 -0.1%
46	PULTE GROUP INC COM PHM	PHM	17,219	$2.4m0.65%	0.65%	Reduced -288	-288 -1.6%
47	ORACLE CORP COM ORCL	ORCL	16,118	$2.4m0.65%	0.65%	Added +1.4k	+1,415 9.6%
48	SYNCHRONY FINANCIAL COM SYF	SYF	30,466	$2.3m0.63%	0.63%	Reduced -432	-432 -1.4%
49	BOEING CO COM BA	BA	10,026	$2.2m0.59%	0.59%	Reduced -49	-49 -0.5%
50	STEEL DYNAMICS INC COM STLD	STLD	8,497	$1.9m0.53%	0.53%	Reduced -110	-110 -1.3%
51	RTX CORPORATION COM RTX	RTX	10,262	$1.9m0.53%	0.53%	Reduced -61	-61 -0.6%
52	COMCAST CORP NEW CL A CMCSA	CMCSA	78,965	$1.9m0.53%	0.53%	Reduced -22.9k	-22,872 -22.5%
53	COSTCO WHSL CORP NEW COM COST	COST	2,052	$1.9m0.52%	0.52%	Reduced -25	-25 -1.2%
54	KLA CORP COM NEW KLAC	KLAC	6,360	$1.9m0.52%	0.52%	Not comparable
55	FREEPORT-MCMORAN INC CL B FCX	FCX	30,487	$1.9m0.52%	0.52%	Reduced -187	-187 -0.6%
56	GE VERNOVA INC COM GEV	GEV	1,542	$1.8m0.50%	0.50%	Reduced -3	-3 -0.2%
57	VALERO ENERGY CORP COM VLO	VLO	6,896	$1.8m0.49%	0.49%	Reduced -124	-124 -1.8%
58	QUALCOMM INC COM QCOM	QCOM	9,473	$1.8m0.48%	0.48%	Reduced -98	-98 -1.0%
59	BAKER HUGHES COMPANY CL A BKR	BKR	31,289	$1.7m0.47%	0.47%	Reduced -5.4k	-5,431 -14.8%
60	CHUBB LIMITED COM CB	CB	4,815	$1.6m0.45%	0.45%	Reduced -62	-62 -1.3%
61	CVS HEALTH CORP COM CVS	CVS	15,707	$1.6m0.44%	0.44%	Not comparable
62	FLEX LTD ORD FLEX	FLEX	9,969	$1.6m0.44%	0.44%	Reduced -510	-510 -4.9%
63	US FOODS HLDG CORP COM USFD	USFD	15,381	$1.6m0.43%	0.43%	Reduced -134	-134 -0.9%
64	PROLOGIS INC. COM PLD	PLD	11,471	$1.6m0.42%	0.42%	Not comparable
65	WESTERN DIGITAL CORP COM WDC	WDC	2,388	$1.5m0.42%	0.42%	Added +562	+562 30.8%
66	MUELLER INDS INC COM MLI	MLI	12,137	$1.5m0.41%	0.41%	Reduced -244	-244 -2.0%
67	KROGER CO COM KR	KR	26,530	$1.5m0.40%	0.40%	Reduced -162	-162 -0.6%
68	VICI PPTYS INC COM VICI	VICI	54,719	$1.5m0.40%	0.40%	Reduced -336	-336 -0.6%
69	PHILIP MORRIS INTL INC COM PM	PM	7,801	$1.4m0.39%	0.39%	Reduced -480	-480 -5.8%
70	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,821	$1.4m0.38%	0.38%	Not comparable
71	AT&T INC COM T	T	66,278	$1.4m0.38%	0.38%	Reduced -1.7k	-1,739 -2.6%
72	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	15,482	$1.3m0.37%	0.37%	Added +6.2k	+6,167 66.2%
73	VERTIV HOLDINGS CO COM CL A VRT	VRT	3,934	$1.3m0.36%	0.36%	Reduced -2.1k	-2,060 -34.4%
74	PEPSICO INC COM PEP	PEP	9,515	$1.3m0.35%	0.35%	Reduced -59	-59 -0.6%
75	OMEGA HEALTHCARE INVS INC COM OHI	OHI	26,780	$1.3m0.35%	0.35%	Reduced -805	-805 -2.9%
76	WELLS FARGO CO NEW COM WFC	WFC	14,886	$1.2m0.34%	0.34%	Reduced -9.0k	-9,029 -37.8%
77	PNC FINL SVCS GROUP INC COM PNC	PNC	4,871	$1.2m0.33%	0.33%	Reduced -174	-174 -3.5%
78	JABIL INC COM JBL	JBL	3,049	$1.2m0.32%	0.32%	Reduced -1.5k	-1,544 -33.6%
79	VERISK ANALYTICS INC COM VRSK	VRSK	6,427	$1.2m0.32%	0.32%	Added +4.1k	+4,117 178.2%
80	MGM RESORTS INTERNATIONAL COM MGM	MGM	24,033	$1.1m0.31%	0.31%	Reduced -147	-147 -0.6%
81	SENSATA TECHNOLOGIES HLDG PL SHS ST	ST	23,652	$1.1m0.31%	0.31%	Added +405	+405 1.7%
82	TJX COS INC NEW COM TJX	TJX	7,445	$1.1m0.31%	0.31%	Reduced -3.0k	-2,992 -28.7%
83	PINTEREST INC CL A PINS	PINS	53,589	$1.1m0.31%	0.31%	Reduced -265	-265 -0.5%
84	CLOUDFLARE INC CL A COM NET	NET	4,561	$1.1m0.31%	0.31%	Not comparable
85	NETFLIX INC COM NFLX	NFLX	14,763	$1.1m0.29%	0.29%	Reduced -20	-20 -0.1%
86	UBER TECHNOLOGIES INC COM UBER	UBER	14,330	$1.0m0.28%	0.28%	Reduced -21	-21 -0.1%
87	CONOCOPHILLIPS COM COP	COP	9,588	$996.8k0.27%	0.27%	Reduced -161	-161 -1.6%
88	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,503	$985.1k0.27%	0.27%	Reduced -2.0k	-1,975 -36.0%
89	AIRBNB INC COM CL A ABNB	ABNB	6,714	$960.8k0.26%	0.26%	Reduced -9	-9 -0.1%
90	LOCKHEED MARTIN CORP COM LMT	LMT	1,699	$865.6k0.24%	0.24%	Reduced -43	-43 -2.5%
91	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	4,550	$856.9k0.23%	0.23%	Reduced -28	-28 -0.6%
92	APPLOVIN CORP COM CL A APP	APP	1,622	$835.7k0.23%	0.23%	Reduced -823	-823 -33.7%
93	CBRE GROUP INC CL A CBRE	CBRE	6,111	$823.1k0.23%	0.23%	Reduced -104	-104 -1.7%
94	PFIZER INC COM PFE	PFE	33,944	$817.4k0.22%	0.22%	Reduced -41.1k	-41,056 -54.7%
95	HOST HOTELS & RESORTS INC COM HST	HST	33,399	$791.9k0.22%	0.22%	Reduced -208	-208 -0.6%
96	DARLING INGREDIENTS INC COM DAR	DAR	14,495	$791.7k0.22%	0.22%	Not comparable
97	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	11,798	$755.2k0.21%	0.21%	Reduced -71	-71 -0.6%
98	MIDDLEBY CORP COM MIDD	MIDD	4,355	$749.1k0.20%	0.20%	Reduced -39	-39 -0.9%
99	NXP SEMICONDUCTORS N V COM NXPI	NXPI	2,550	$716.6k0.20%	0.20%	Reduced -2.4k	-2,364 -48.1%
100	SHARKNINJA INC COM SHS SN	SN	4,607	$701.5k0.19%	0.19%	Reduced -15	-15 -0.3%