Wright Investors Service Inc has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $331 Million distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $20.4M, Microsoft Corp with a value of $19.4M, Apple Inc. with a value of $15.5M, Amazon Com Inc with a value of $14.2M, and Broadcom Inc. with a value of $13.9M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $319M to 331M.

Below you can find more details about Wright Investors Service Inc portfolio as well as his latest detailed transactions.

Portfolio value $331 Million
Technology: $109 Million
Financial Services: $52.6 Million
Communication Services: $43.1 Million
Consumer Cyclical: $35.2 Million
Healthcare: $27.6 Million
Industrials: $21.7 Million
Consumer Defensive: $14.8 Million
Energy: $10.1 Million
Other: $17.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $331 Million
  • Prior Value $319 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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