WP
Wright Private Asset Management Historical SEC 13F Holdings & Archive (Q2 2013)
Wright Private Asset ManagementCIK: 0001378434
Quality / disciplined sizingLong-term holderDiversified strategy
Total reported value
$10.9M
Reporting period: 2013-06-30 · Number of holdings: 34
Wright Private Asset Management disclosed 34 holdings in its latest 13F filing for the period ending 2013-06-30, with total reported value of $10.9M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 13.66
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 44.7
- Diversification
- 68
- Sizing Uniformity
- 95.93
Wright Private Asset Management's disclosed holdings carry a Herfindahl concentration index of 0.034 — mathematically equivalent to about 29 equally-sized positions, close to its 34 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.41), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | Stock-Energy | 6.07% | — | — | — |
| 2 | PFE | Pfizer Inc | Stock-Healthcare | 5.99% | — | — | — |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.50% | — | — | — |
| 4 | T | At&t Inc | Stock-Comm Services | 5.23% | — | — | — |
| 5 | IBM | Intl Business Machines CORP | Stock-Tech | 4.37% | — | — | — |
| 6 | USB | US Bancorp | Stock-Financials | 3.58% | — | — | — |
| 7 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.51% | — | — | — |
| 8 | HON | Honeywell International Inc | Stock-Industrials | 3.50% | — | — | — |
| 9 | WFC | Wells Fargo & Co | Stock-Financials | 3.43% | — | — | — |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.22% | — | — | — |
| 11 | ORCL | Oracle CORP | Stock-Tech | 3.18% | — | — | — |
| 12 | AXP | American Express Co | Stock-Financials | 3.05% | — | — | — |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 2.97% | — | — | — |
| 14 | PM | Philip Morris International | Stock-Consumer Staples | 2.93% | — | — | — |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 2.66% | — | — | — |
| 16 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 2.54% | — | — | — |
| 17 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.51% | — | — | — |
| 18 | ✓ | Stock-Other | 2.47% | — | — | — | |
| 19 | CVS | Cvs Health CORP | Stock-Healthcare | 2.45% | — | — | — |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.45% | — | — | — |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.29% | — | — | — |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.18% | — | — | — |
| 23 | AAPL | Apple Inc | Stock-Tech | 2.14% | — | — | — |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.13% | — | — | — |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 2.10% | — | — | — |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 2.09% | — | — | — |
| 27 | PNC | Pnc Financial Services Group | Stock-Financials | 2.05% | — | — | — |
| 28 | ED | Consolidated Edison Inc | Stock-Utilities | 2.01% | — | — | — |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.94% | — | — | — |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 1.91% | — | — | — |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 1.90% | — | — | — |
| 32 | MET | Metlife Inc | Stock-Financials | 1.89% | — | — | — |
| 33 | REYN | Reynolds Consumer Products Inc. | Stock-Other | 1.89% | — | — | — |
| 34 | MCHP | Microchip Technology Inc | Stock-Tech | 1.86% | — | — | — |
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Wright Private Asset Management and what type of investor is it?
Wright Private Asset Management is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2013-06-30), the firm manages a tracked equity portfolio valued at approximately $10.9M, spread across 34 disclosed positions.
What are Wright Private Asset Management's largest equity positions?
Based on the latest 13F filing, Wright Private Asset Management's top holdings by market value are:
1. Chevron CORP (CVX) — $663.0K (6.1%)
2. Pfizer Inc (PFE) — $655.0K (6.0%)
3. Jpmorgan Chase & Co (JPM) — $601.0K (5.5%)
4. At&t Inc (T) — $571.0K (5.2%)
5. Intl Business Machines CORP (IBM) — $478.0K (4.4%)
What changes did Wright Private Asset Management make in its most recent portfolio filing?
No notable portfolio changes were recorded for Wright Private Asset Management in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Wright Private Asset Management focus on?
Wright Private Asset Management is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 18.9%
• Financials: 18.8%
• Communication Services: 16.9%
• Health Care: 16.5%
• Energy: 10.0%
• Industrials: 7.7%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Wright Private Asset Management's portfolio is broadly diversified and long-term-holding.
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