CIK: 0001378434
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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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.
No holding changes 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% | — | — | — |
Not enough priced holdings yet to compute performance
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2013-06-30 | 2013-07-31 | 13F-HR | View on EDGAR |
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