13F-HR filed by WRIGHT INVESTORS SERVICE INC
WRIGHT INVESTORS SERVICE INC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-26, with 147 holding rows worth $333,099,303.
- Accession
- 0001062993-26-000423
- Filer
- CIK 108572
- Filed
- 2026-01-26
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 235 entries on the cover page, a total value of $333,099,303 stated on the cover page (in dollars after the unit check, H1), rows summing to $333,099,303 with VALUE read as dollars as filed, 13F file number 028-00825. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerAtalanta Sosnoff Capital, LLC 028-01974
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 90,702 | $16,915,923 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Apple Inc | 037833100 | COM | 59,886 | $16,280,608 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Microsoft Corp | 594918104 | COM | 33,382 | $16,144,203 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 43,001 | $13,459,313 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Broadcom Inc. | 11135F101 | COM | 37,123 | $12,848,270 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Amazon.com, Inc | 023135106 | COM | 53,414 | $12,329,019 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| META PLATFORMS INC CL A | 30303M102 | COM | 16,313 | $10,768,048 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| JPMorgan Chase & Co | 46625H100 | COM | 25,756 | $8,299,098 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Gilead Sciences,Inc. | 375558103 | COM | 57,253 | $7,027,233 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 21,082 | $6,615,532 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Progressive Corporation | 743315103 | COM | 27,616 | $6,288,716 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Caterpillar Inc. | 149123101 | COM | 10,868 | $6,225,951 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| American Express Company | 025816109 | COM | 16,627 | $6,151,159 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Charles Schwab Corp | 808513105 | COM | 61,075 | $6,102,003 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Bristol-Myers Squibb Company | 110122108 | COM | 104,570 | $5,640,506 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Tesla Motors, Inc | 88160R101 | COM | 12,351 | $5,554,492 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Bank of America Corp | 060505104 | COM | 94,763 | $5,211,965 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Visa Inc | 92826C839 | COM | 13,715 | $4,809,988 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| EXXON MOBIL CORP | 30231G102 | COM | 37,906 | $4,561,608 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Coca-Cola Company | 191216100 | COM | 64,257 | $4,492,207 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Applied Materials,Inc. | 038222105 | COM | 17,176 | $4,414,060 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 25,547 | $4,068,104 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| UnitedHealth Group Inc | 91324P102 | COM | 12,086 | $3,989,709 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| NextEra Energy,Inc. | 65339F101 | COM | 49,133 | $3,944,397 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| AbbVie,Inc. | 00287Y109 | COM | 17,005 | $3,885,472 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 4,416 | $3,881,664 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Cisco Systems,Inc. | 17275R102 | COM | 46,590 | $3,588,828 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| SYNCHRONYFINL | 87165B103 | STOK | 41,347 | $3,449,580 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Eli Lilly and Company | 532457108 | COM | 2,774 | $2,981,162 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Comcast Corp | 20030N101 | COM | 98,937 | $2,957,227 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Oracle Corporation | 68389X105 | COM | 14,765 | $2,877,846 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 40,861 | $2,835,753 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Walmart Inc. | 931142103 | COM | 24,936 | $2,778,120 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Amgen Inc. | 031162100 | COM | 8,436 | $2,761,187 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| International Business Machines Corporation | 459200101 | COM | 8,427 | $2,496,162 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Accenture Plc Class A | G1151C101 | COM | 8,676 | $2,327,771 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Wells Fargo & Company | 949746101 | COM | 24,790 | $2,310,428 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| EBAY INC. COM | 278642103 | Stock | 26,168 | $2,279,233 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| NETAPP INC COM | 64110D104 | Stock | 20,381 | $2,182,601 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| BlackRock,Inc. | 09290D101 | COM | 1,934 | $2,070,038 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| PULTE GROUP INC COM | 745867101 | Stock | 17,596 | $2,063,307 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Pfizer Inc. | 717081103 | COM | 79,263 | $1,973,649 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Citigroup Inc. | 172967424 | COM | 16,788 | $1,958,992 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Lam Research Corporation | 512807306 | COM | 11,115 | $1,902,666 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Home Depot, Inc | 437076102 | COM | 5,472 | $1,882,915 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ARISTA NETWORKS INC | 040413205 | COM | 14,050 | $1,840,972 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 6,480 | $1,835,849 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Costco Wholesale Corporation | 22160K105 | COM | 2,088 | $1,800,566 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Netflix, Inc | 64110L106 | COM | 19,100 | $1,790,816 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| KROGER CO COM | 501044101 | Stock | 28,217 | $1,762,998 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Raytheon Technologies Corporation | 75513E101 | COM | 9,404 | $1,724,694 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Qualcomm Incorporated | 747525103 | COM | 9,744 | $1,666,711 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 2,449 | $1,650,185 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Salesforce.com, Inc | 79466L302 | COM | 6,186 | $1,638,733 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| TJX Companies Inc | 872540109 | COM | 10,565 | $1,622,890 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Berkshire Hathaway Inc | 084670702 | COM | 3,216 | $1,616,522 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 31,688 | $1,609,434 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Boeing Company | 097023105 | COM | 7,402 | $1,607,122 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| VICI PPTYS INC COM | 925652109 | REIT | 56,895 | $1,599,887 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Cigna Corporation | 125523100 | COM | 5,761 | $1,585,600 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Chubb Limited | H1467J104 | COM | 4,927 | $1,537,815 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| JABIL INC COM | 466313103 | Stock | 6,729 | $1,534,347 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| CBRE GROUP INC CL A | 12504L109 | Stock | 9,443 | $1,518,340 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| PALO ALTO NETWORKS INC | 697435105 | COM | 8,000 | $1,473,600 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| PepsiCo,Inc. | 713448108 | COM | 9,864 | $1,415,681 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 15,594 | $1,345,606 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Philip Morris International Inc. | 718172109 | COM | 8,237 | $1,321,215 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| OMEGA HEALTHCARE INVS INC COM | 681936100 | REIT | 28,095 | $1,245,732 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 7,326 | $1,192,600 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Uber Technologies | 90353T100 | COM | 14,381 | $1,175,072 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| TKO GROUP HOLDINGS INC CL A | 87256C101 | Stock | 5,497 | $1,148,873 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Micron Technology,Inc. | 595112103 | COM | 4,025 | $1,148,775 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| GENPACT LIMITED SHS | G3922B107 | Stock | 24,285 | $1,136,052 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| AT&T Inc | 00206R102 | COM | 45,500 | $1,130,220 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 4,916 | $1,067,067 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Chevron Corporation | 166764100 | COM | 6,720 | $1,024,195 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| US FOODS HLDG CORP COM | 912008109 | Stock | 13,427 | $1,011,322 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 12,218 | $1,002,120 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| CENCORA INC COM | 03073E105 | Stock | 2,856 | $964,614 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 5,555 | $941,295 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ConocoPhillips | 20825C104 | COM | 9,792 | $916,629 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| MGM RESORTS INTERNATIONAL | 552953101 | COM | 24,962 | $910,863 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 5,356 | $867,726 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| MASTEC INC COM | 576323109 | Stock | 3,821 | $830,571 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 1,691 | $829,165 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| AMPHENOL CORP NEW | 032095101 | COM | 6,090 | $823,003 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Abbott Laboratories | 002824100 | COM | 6,522 | $817,141 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 10,118 | $799,524 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| EOG RES INC COM | 26875P101 | Stock | 7,410 | $778,124 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 4,721 | $758,948 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| CRH PLC ORD | G25508105 | Stock | 6,043 | $754,166 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 4,159 | $739,262 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| MUELLER INDS INC COM | 624756102 | Stock | 6,342 | $728,062 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ADT INC DEL COM | 00090Q103 | Stock | 86,476 | $697,861 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| FLEX LTD ORD | Y2573F102 | Stock | 11,282 | $681,658 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| DOLLAR GEN CORP COM | 256677105 | Stock | 5,079 | $674,339 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| MIDDLEBYCORP | 596278101 | STOK | 4,520 | $671,988 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Morgan Stanley | 617446448 | COM | 3,500 | $621,355 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 9,612 | $618,148 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| HOST HOTELS & RESORTS INC COM | 44107P104 | REIT | 34,725 | $615,674 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 6,814 | $613,464 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| CSX Corporation | 126408103 | COM | 16,759 | $607,514 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| FIVE BELOW INC COM | 33829M101 | Stock | 3,214 | $605,389 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| PAYPALHLDGSINC | 70450Y103 | STOK | 10,118 | $590,689 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 8,356 | $580,074 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 946 | $578,753 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 2,752 | $574,425 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ULTA BEAUTY INC COM | 90384S303 | Stock | 919 | $556,004 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| APTIV PLC | G3265R107 | COM SHS | 7,233 | $550,359 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 4,875 | $545,513 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| OSHKOSH CORP COM | 688239201 | Stock | 4,233 | $531,792 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| OMNICOM GROUP INC COM | 681919106 | Stock | 6,463 | $521,886 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Walt Disney Co | 254687106 | COM | 4,585 | $521,635 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 5,362 | $505,100 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| MACYS INC COM | 55616P104 | Stock | 22,733 | $501,263 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| OCCIDENTAL PETE CORP | 674599105 | COM | 12,158 | $499,937 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| AMERICAN HOMES 4 RENT | 02665T306 | CL A | 15,469 | $496,555 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| BP PLC SPONSORED ADR | 055622104 | ADR | 14,297 | $496,535 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 10,055 | $494,807 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| UGI CORP NEW COM | 902681105 | Stock | 13,167 | $492,841 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| GENERAC HLDGS INC | 368736104 | COM | 3,585 | $488,886 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| AGCO CORP | 001084102 | COM | 4,575 | $477,264 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Adobe Inc | 00724F101 | COM | 1,362 | $476,686 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| GEN DIGITAL INC COM | 668771108 | Stock | 17,115 | $465,357 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 19,174 | $458,067 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| MAPLEBEAR INC COM | 565394103 | Stock | 9,737 | $437,970 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ONEOK INC NEW | 682680103 | COM | 5,881 | $432,254 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| D R HORTON INC COM | 23331A109 | Stock | 3,000 | $432,090 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| EMERSON ELEC CO COM | 291011104 | Stock | 3,241 | $430,146 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Duke Energy Corporation | 26441C204 | COM | 3,659 | $428,871 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 9,315 | $424,205 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,926 | $412,472 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| T-Mobile US,Inc. | 872590104 | COM | 1,917 | $389,228 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,656 | $384,831 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| FORTINET INC COM | 34959E109 | Stock | 4,630 | $367,668 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ARCH CAP GROUP LTD ORD | G0450A105 | Stock | 3,744 | $359,124 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| American Tower Corporation | 03027X100 | COM | 1,946 | $341,659 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| TRAVEL PLUS LEISURE CO COM | 894164102 | Stock | 4,706 | $331,914 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Eaton Corp. Plc | G29183103 | COM | 990 | $315,325 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Lockheed Martin Corporation | 539830109 | COM | 594 | $287,300 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| USBANCORPDEL | 902973304 | COM NEW | 5,122 | $273,310 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 6,636 | $261,392 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Verizon Communications Inc | 92343V104 | COM | 6,399 | $260,631 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| RIO TINTO PLC SPONSORED ADR | 767204100 | ADR | 3,178 | $254,335 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| United Parcel Service,Inc. Class B | 911312106 | COM | 2,233 | $221,491 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 2,079 | $209,750 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| TARGET CORP COM | 87612E106 | Stock | 2,088 | $204,102 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001062993-26-000423 | this filing | 2026-01-26 | acceptance time not in the bulk data set |