Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wright Private Asset Management (CIK 1378434) reported $10.9M across 34 reported positions in its SEC 13F filing for 2013-06-30. Largest positions: CVX ($663,000, 6.07%), PFE ($655,000, 5.99%), JPM ($601,000, 5.50%), T ($571,000, 5.23%), IBM ($478,000, 4.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVX | Chevron Corp | $663,000 | 6.07% | 5,606 | New |
| 2 | PFE | Pfizer Inc | $655,000 | 5.99% | 23,390 | New |
| 3 | JPM | JP Morgan Chase & Co. | $601,000 | 5.50% | 11,382 | New |
| 4 | T | AT&T Inc | $571,000 | 5.23% | 16,125 | New |
| 5 | IBM | I B M | $478,000 | 4.37% | 2,500 | New |
| 6 | USB | US Bancorp | $391,000 | 3.58% | 10,815 | New |
| 7 | VZ | Verizon Communications | $383,000 | 3.51% | 7,615 | New |
| 8 | HON | Honeywell Intl Inc | $382,000 | 3.50% | 4,819 | New |
| 9 | WFC | Wells Fargo Company | $375,000 | 3.43% | 9,091 | New |
| 10 | MSFT | Microsoft Corp | $352,000 | 3.22% | 10,182 | New |
| 11 | ORCL | Oracle Corp | $347,000 | 3.18% | 11,303 | New |
| 12 | AXP | American Express Co. | $333,000 | 3.05% | 4,455 | New |
| 13 | MA | Mastercard Inc-Cl A | $325,000 | 2.97% | 565 | New |
| 14 | PM | Philip Morris International | $320,000 | 2.93% | 3,692 | New |
| 15 | CAT | Caterpillar Inc | $291,000 | 2.66% | 3,530 | New |
| 16 | GE | General Electric Co. | $278,000 | 2.54% | 11,996 | New |
| 17 | GILD | Gilead Sciences Inc | $274,000 | 2.51% | 5,338 | New |
| 18 | ELV | Wellpoint Inc | $270,000 | 2.47% | 3,295 | New |
| 19 | CMCSA | Comcast Corp -Cl A | $268,000 | 2.45% | 6,420 | New |
| 20 | CVS | CVS/Caremark Corp | $268,000 | 2.45% | 4,690 | New |
| 21 | DIS | Disney (Walt) CO | $250,000 | 2.29% | 3,956 | New |
| 22 | JNJ | Johnson & Johnson | $238,000 | 2.18% | 2,770 | New |
| 23 | AAPL | Apple Computer Inc | $234,000 | 2.14% | 590 | New |
| 24 | MCD | McDonalds Corp | $233,000 | 2.13% | 2,350 | New |
| 25 | CSCO | Cisco System Inc | $230,000 | 2.10% | 9,431 | New |
Source: SEC Form 13F filings · as of 2013-06-30