Wright Investors Service Inc
149 holdingsFiling period: 2026-06-30Current AUM: $372.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 89.9K | $18.0M | $19.4M | 5.21% | -511 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 59.1K | $17.1M | $20.3M | 5.45% | -329 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 37.0K | $13.8M | $19.7M | 5.29% | +2.4K | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc | 36.4K | $13.0M | $11.5M | 3.09% | -920 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 52.5K | $12.5M | $13.1M | 3.51% | -426 | 2026-06-30 |
| 6 | AMAT | Applied Matls Inc | 16.1K | $11.6M | $6.2M | 1.67% | +399 | 2026-06-30 |
| 7 | AVGO | Broadcom Inc | 29.5K | $11.2M | $9.7M | 2.61% | -2,775 | 2026-06-30 |
| 8 | META | Meta Platforms Inc | 16.7K | $9.4M | $10.6M | 2.83% | +1.7K | 2026-06-30 |
| 9 | MU | Micron Technology Inc | 8.2K | $9.4M | $7.4M | 1.98% | +5.1K | 2026-06-30 |
| 10 | CAT | Caterpillar Inc | 7.9K | $8.4M | $5.5M | 1.47% | -1,863 | 2026-06-30 |
| 11 | JPM | JPMorgan Chase & Co | 24.9K | $8.1M | $8.3M | 2.23% | -363 | 2026-06-30 |
| 12 | GILD | Gilead Sciences Inc | 55.5K | $7.0M | $8.8M | 2.36% | -805 | 2026-06-30 |
| 13 | SCHW | Schwab Charles Corp | 74.6K | $6.9M | $6.7M | 1.80% | +2.8K | 2026-06-30 |
| 14 | LRCX | Lam Research Corp | 13.6K | $5.9M | $3.2M | 0.87% | +2.5K | 2026-06-30 |
| 15 | GOOG | Alphabet Inc | 16.4K | $5.8M | $5.2M | 1.38% | -254 | 2026-06-30 |
| 16 | TSLA | Tesla Inc | 13.3K | $5.6M | $5.2M | 1.39% | +946 | 2026-06-30 |
| 17 | CSCO | Cisco Sys Inc | 45.3K | $5.3M | $5.0M | 1.34% | -1,092 | 2026-06-30 |
| 18 | BAC | Bank of Amer Corp | 91.7K | $5.2M | $4.6M | 1.24% | -989 | 2026-06-30 |
| 19 | V | Visa Inc | 15.2K | $5.2M | $6.1M | 1.65% | +1.4K | 2026-06-30 |
| 20 | XOM | Exxon Mobil Corp | 36.7K | $5.0M | $6.8M | 1.82% | -421 | 2026-06-30 |
| 21 | XOM | Exxon Mobil Corp | 36.7K | $5.0M | $6.8M | 1.82% | -421 | 2026-06-30 |
| 22 | AXP | American Express Co | 13.9K | $4.7M | $4.4M | 1.18% | -129 | 2026-06-30 |
| 23 | GS | Goldman Sachs Group Inc | 4.3K | $4.3M | $3.8M | 1.02% | -26 | 2026-06-30 |
| 24 | BMY | Bristol-Myers Squibb Co | 72.5K | $4.2M | $4.5M | 1.20% | -38,246 | 2026-06-30 |
| 25 | AMD | Advanced Micro Devices Inc | 7.1K | $4.1M | $3.8M | 1.01% | +2.1K | 2026-06-30 |
← Scroll →
Page 1 of 6