WRIGHT INVESTORS SERVICE INC

SHELTON, CT · CIK 108572 · 13F filing filed 2025-04-09

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

$302.5m reported value +1.6% vs Q4 2024

141positions

34.4%in top 10

0 new 45 added 75 reduced 0 sold out vs Q4 2024

This manager withheld holdings under SEC confidential treatment in both Q1 2025 and Q4 2024, 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, Q1 2025

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	APPLE INC COM AAPL	AAPL	73,154	$16.2m5.37%	5.37%	Reduced -7.4k	-7,351 -9.1%
2	MICROSOFT CORP COM MSFT	MSFT	40,647	$15.3m5.04%	5.04%	Added +2.2k	+2,219 5.8%
3	META PLATFORMS INC CL A META	META	20,598	$11.9m3.92%	3.92%	Added +777	+777 3.9%
4	NVIDIA CORPORATION COM NVDA	NVDA	109,069	$11.8m3.91%	3.91%	Added +2.0k	+1,965 1.8%
5	AMAZON COM INC COM AMZN	AMZN	57,022	$10.8m3.59%	3.59%	Added +3.0k	+3,035 5.6%
6	PROGRESSIVE CORP COM PGR	PGR	30,749	$8.7m2.88%	2.88%	Added +1.7k	+1,718 5.9%
7	ABBVIE INC COM ABBV	ABBV	38,306	$8.0m2.65%	2.65%	Added +3.8k	+3,826 11.1%
8	VISA INC COM CL A V	V	20,763	$7.3m2.41%	2.41%	Added +1.3k	+1,322 6.8%
9	JPMORGAN CHASE & CO COM JPM	JPM	28,692	$7.0m2.33%	2.33%	Reduced -1.2k	-1,249 -4.2%
10	BROADCOM INC COM AVGO	AVGO	41,409	$6.9m2.29%	2.29%	Reduced -3.8k	-3,791 -8.4%
11	COCA COLA CO COM KO	KO	90,100	$6.5m2.13%	2.13%	Added +1.3k	+1,260 1.4%
12	ALPHABET INC CAP STK CL C GOOG	GOOG	40,788	$6.4m2.11%	2.11%	Added +5.6k	+5,587 15.9%
13	AMERICAN EXPRESS CO COM AXP	AXP	22,813	$6.1m2.03%	2.03%	Added +7.0k	+6,990 44.2%
14	GILEAD SCIENCES INC COM GILD	GILD	50,665	$5.7m1.88%	1.88%	Added +2.5k	+2,484 5.2%
15	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	89,412	$5.5m1.80%	1.80%	Reduced -201	-201 -0.2%
16	EXXON MOBIL CORP COM XOM	XOM	45,487	$5.4m1.79%	1.79%	Added +142	+142 0.3%
17	HOME DEPOT INC COM HD	HD	14,688	$5.4m1.78%	1.78%	Reduced -3.3k	-3,329 -18.5%
18	CATERPILLAR INC COM CAT	CAT	16,031	$5.3m1.75%	1.75%	Reduced -1.5k	-1,542 -8.8%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	30,075	$4.7m1.54%	1.54%	Added +2.0k	+1,972 7.0%
20	UNITEDHEALTH GROUP INC COM UNH	UNH	8,449	$4.4m1.46%	1.46%	Added +1.2k	+1,248 17.3%
21	ORACLE CORP COM ORCL	ORCL	30,203	$4.2m1.40%	1.40%	Added +121	+121 0.4%
22	BANK AMERICA CORP COM BAC	BAC	96,763	$4.0m1.33%	1.33%	Added +10.3k	+10,346 12.0%
23	SALESFORCE INC COM CRM	CRM	14,790	$4.0m1.31%	1.31%	Added +4.5k	+4,461 43.2%
24	APPLIED MATLS INC COM AMAT	AMAT	26,152	$3.8m1.25%	1.25%	Reduced -2.2k	-2,194 -7.7%
25	THE CIGNA GROUP COM CI	CI	10,726	$3.5m1.17%	1.17%	Reduced -1.1k	-1,136 -9.6%
26	COMCAST CORP NEW CL A CMCSA	CMCSA	92,004	$3.4m1.12%	1.12%	Reduced -84	-84 -0.1%
27	TESLA INC COM TSLA	TSLA	12,733	$3.3m1.09%	1.09%	Added +6.8k	+6,753 112.9%
28	NRG ENERGY INC COM NEW NRG	NRG	32,330	$3.1m1.02%	1.02%	Added +99	+99 0.3%
29	NETFLIX INC COM NFLX	NFLX	3,232	$3.0m1.00%	1.00%	Added +267	+267 9.0%
30	CISCO SYS INC COM CSCO	CSCO	45,948	$2.8m0.94%	0.94%	Added +18	+18 0.0%
31	NEXTERA ENERGY INC COM NEE	NEE	36,686	$2.6m0.86%	0.86%	Reduced -392	-392 -1.1%
32	GOLDMAN SACHS GROUP INC COM GS	GS	4,709	$2.6m0.85%	0.85%	Added +937	+937 24.8%
33	CHUBB LIMITED COM CB	CB	8,471	$2.6m0.85%	0.85%	Added +31	+31 0.4%
34	VICI PPTYS INC COM VICI	VICI	74,187	$2.4m0.80%	0.80%	Added +1.2k	+1,156 1.6%
35	HOWMET AEROSPACE INC COM HWM	HWM	18,171	$2.4m0.78%	0.78%	Added +737	+737 4.2%
36	COSTCO WHSL CORP NEW COM COST	COST	2,361	$2.2m0.74%	0.74%	Reduced -380	-380 -13.9%
37	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	8,912	$2.2m0.73%	0.73%	Reduced -420	-420 -4.5%
38	ELI LILLY & CO COM LLY	LLY	2,683	$2.2m0.73%	0.73%	Added +222	+222 9.0%
39	QUALCOMM INC COM QCOM	QCOM	13,910	$2.1m0.71%	0.71%	Added +1.8k	+1,777 14.7%
40	COLGATE PALMOLIVE CO COM CL	CL	22,316	$2.1m0.69%	0.69%	Not comparable
41	TJX COS INC NEW COM TJX	TJX	17,040	$2.1m0.69%	0.69%	Reduced -236	-236 -1.4%
42	AMGEN INC COM AMGN	AMGN	6,574	$2.0m0.68%	0.68%	Not comparable
43	SYNCHRONY FINANCIAL COM SYF	SYF	37,926	$2.0m0.66%	0.66%	Reduced -5.3k	-5,260 -12.2%
44	DELTA AIR LINES INC DEL COM NEW DAL	DAL	44,237	$1.9m0.64%	0.64%	Added +567	+567 1.3%
45	ADOBE INC COM ADBE	ADBE	4,744	$1.8m0.60%	0.60%	Added +2.7k	+2,715 133.8%
46	BLACKROCK INC COM BLK	BLK	1,920	$1.8m0.60%	0.60%	Added +1.2k	+1,245 184.4%
47	PULTE GROUP INC COM PHM	PHM	17,065	$1.8m0.58%	0.58%	Reduced -6.9k	-6,865 -28.7%
48	KROGER CO COM KR	KR	24,743	$1.7m0.55%	0.55%	Reduced -14.5k	-14,454 -36.9%
49	CBRE GROUP INC CL A CBRE	CBRE	12,767	$1.7m0.55%	0.55%	Added +301	+301 2.4%
50	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,095	$1.6m0.54%	0.54%	Not comparable
51	CITIGROUP INC COM NEW C	C	23,003	$1.6m0.54%	0.54%	Reduced -754	-754 -3.2%
52	EBAY INC. COM EBAY	EBAY	23,560	$1.6m0.53%	0.53%	Added +305	+305 1.3%
53	AT&T INC COM T	T	55,701	$1.6m0.52%	0.52%	Reduced -2.8k	-2,836 -4.8%
54	AMERIPRISE FINL INC COM AMP	AMP	3,021	$1.5m0.48%	0.48%	Not comparable
55	HOWARD HUGHES HOLDINGS INC COM HHH	HHH	18,934	$1.4m0.46%	0.46%	Reduced -144	-144 -0.8%
56	WELLS FARGO CO NEW COM WFC	WFC	19,481	$1.4m0.46%	0.46%	Added +6.1k	+6,084 45.4%
57	PHILIP MORRIS INTL INC COM PM	PM	8,732	$1.4m0.46%	0.46%	Reduced -9.8k	-9,763 -52.8%
58	METLIFE INC COM MET	MET	16,683	$1.3m0.44%	0.44%	Added +392	+392 2.4%
59	RTX CORPORATION COM RTX	RTX	9,958	$1.3m0.44%	0.44%	Reduced -73	-73 -0.7%
60	OMEGA HEALTHCARE INVS INC COM OHI	OHI	33,730	$1.3m0.42%	0.42%	Reduced -457	-457 -1.3%
61	UGI CORP NEW COM UGI	UGI	36,969	$1.2m0.40%	0.40%	Reduced -237	-237 -0.6%
62	AMERICAN TOWER CORP NEW COM AMT	AMT	5,552	$1.2m0.40%	0.40%	Added +458	+458 9.0%
63	CHEVRON CORP NEW COM CVX	CVX	7,147	$1.2m0.40%	0.40%	Reduced -329	-329 -4.4%
64	ZOOM COMMUNICATIONS INC CL A ZM	ZM	15,718	$1.2m0.38%	0.38%	Reduced -121	-121 -0.8%
65	EOG RES INC COM EOG	EOG	8,817	$1.1m0.37%	0.37%	Added +3.1k	+3,113 54.6%
66	TKO GROUP HOLDINGS INC CL A TKO	TKO	7,140	$1.1m0.36%	0.36%	Not comparable
67	CENCORA INC COM COR	COR	3,850	$1.1m0.35%	0.35%	Reduced -3.7k	-3,672 -48.8%
68	EXPEDIA GROUP INC COM NEW EXPE	EXPE	6,007	$1.0m0.33%	0.33%	Not comparable
69	PARKER-HANNIFIN CORP COM PH	PH	1,656	$1.0m0.33%	0.33%	Reduced -1.5k	-1,529 -48.0%
70	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	12,392	$1.0m0.33%	0.33%	Added +1.0k	+1,027 9.0%
71	CONOCOPHILLIPS COM COP	COP	9,510	$998.7k0.33%	0.33%	Reduced -5.1k	-5,085 -34.8%
72	CRH PLC ORD CRH	CRH	10,900	$958.9k0.32%	0.32%	Reduced -3.7k	-3,684 -25.3%
73	US FOODS HLDG CORP COM USFD	USFD	14,584	$954.7k0.32%	0.32%	Reduced -12.4k	-12,435 -46.0%
74	VERIZON COMMUNICATIONS INC COM VZ	VZ	21,012	$953.1k0.32%	0.32%	Reduced -802	-802 -3.7%
75	ARCH CAP GROUP LTD ORD ACGL	ACGL	9,869	$949.2k0.31%	0.31%	Reduced -75	-75 -0.8%
76	ABBOTT LABS COM ABT	ABT	7,062	$936.8k0.31%	0.31%	Not comparable
77	SERVICENOW INC COM NOW	NOW	1,164	$926.7k0.31%	0.31%	Not comparable
78	MERCK & CO INC COM MRK	MRK	9,889	$887.6k0.29%	0.29%	Reduced -1.8k	-1,814 -15.5%
79	APPLOVIN CORP COM CL A APP	APP	3,332	$882.9k0.29%	0.29%	Reduced -1.5k	-1,488 -30.9%
80	UBER TECHNOLOGIES INC COM UBER	UBER	11,874	$865.1k0.29%	0.29%	Added +976	+976 9.0%
81	UNITED PARCEL SERVICE INC CL B UPS	UPS	7,757	$853.2k0.28%	0.28%	Reduced -2.8k	-2,818 -26.6%
82	DISNEY WALT CO COM DIS	DIS	8,601	$848.9k0.28%	0.28%	Reduced -64	-64 -0.7%
83	FEDEX CORP COM FDX	FDX	3,437	$837.9k0.28%	0.28%	Not comparable
84	HONEYWELL INTL INC COM COM		3,944	$835.1k0.28%	0.28%	Reduced -1.1k	-1,093 -21.7%
85	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	6,560	$819.6k0.27%	0.27%	Reduced -540	-540 -7.6%
86	MGM RESORTS INTERNATIONAL COM MGM	MGM	26,656	$790.1k0.26%	0.26%	Reduced -207	-207 -0.8%
87	ARISTA NETWORKS INC COM SHS ANET	ANET	10,125	$784.5k0.26%	0.26%	Not comparable
88	EMERSON ELEC CO COM EMR	EMR	7,123	$781.0k0.26%	0.26%	Reduced -357	-357 -4.8%
89	PAYPAL HLDGS INC COM PYPL	PYPL	10,743	$701.0k0.23%	0.23%	Reduced -78	-78 -0.7%
90	FISERV INC COM FISV	FISV	3,068	$677.5k0.22%	0.22%	Added +255	+255 9.1%
91	STEEL DYNAMICS INC COM STLD	STLD	5,414	$677.2k0.22%	0.22%	Added +129	+129 2.4%
92	OCCIDENTAL PETE CORP COM OXY	OXY	12,966	$640.0k0.21%	0.21%	Not comparable
93	ONEOK INC NEW COM OKE	OKE	6,223	$617.4k0.20%	0.20%	Reduced -611	-611 -8.9%
94	PFIZER INC COM PFE	PFE	24,350	$617.0k0.20%	0.20%	Added +7.5k	+7,465 44.2%
95	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,983	$614.7k0.20%	0.20%	Added +144	+144 2.5%
96	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,241	$601.7k0.20%	0.20%	Not comparable
97	ADVANCED DRAIN SYS INC DEL COM WMS	WMS	5,386	$585.2k0.19%	0.19%	Reduced -23	-23 -0.4%
98	GE VERNOVA INC COM GEV	GEV	1,914	$584.3k0.19%	0.19%	Not comparable
99	LKQ CORP COM LKQ	LKQ	13,617	$579.3k0.19%	0.19%	Reduced -103	-103 -0.8%
100	NXP SEMICONDUCTORS N V COM NXPI	NXPI	3,047	$579.1k0.19%	0.19%	Added +72	+72 2.4%