WRIGHT INVESTORS SERVICE INC
Confidential treatment requested — holdings omitted from public disclosure
Sector Allocation
- Technology43.9%$160.7M
- Financials14.5%$52.9M
- Healthcare9.4%$34.6M
- Consumer Discretionary8.3%$30.3M
- Industrials7.8%$28.6M
- Consumer Staples4.1%$15.0M
- Energy3.9%$14.1M
- Utilities2.2%$8.1M
- Communication Services2.2%$8.0M
- Materials1.9%$7.0M
AUM History
13fpro.ai/research/fund/wright-investors-service-inc-108572
Conviction and streaks
Stable · top 10 = 34.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$18.0MAAPL
$17.1MMSFT
$13.8MGOOGL
$13.0MAMZN
$12.5MAMAT
$11.6MAVGO
$11.2MMETA
$9.4MMU
$9.4MCAT
$8.4MJPM
$8.1MGILD
$7.0MSCHW
$6.9MLRCX
$5.9MGOOG
$5.8MTSLA
$5.6MCSCO
$5.3MBAC
$5.2MV
$5.2MXOM.R34088
$5.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wright-investors-service-inc-108572
WRIGHT INVESTORS SERVICE INC 13F holdings — Q2 2026
$365.8M portfolio (+15.1% QoQ) · 148 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio
$18.0M
4.9% of stocks
-0.6%This quarter-1.5%Since filed10+ qtrsHeld$17.1M
4.7% of stocks
-0.6%This quarter+10.6%Since filed10+ qtrsHeld$13.8M
3.8% of stocks
+7%This quarter+9.3%Since filed10+ qtrsHeld$13.0M
3.5% of stocks
-2%This quarter-12.8%Since filed10+ qtrsHeld$12.5M
3.4% of stocks
-0.8%This quarter-8.6%Since filed10+ qtrsHeld$11.6M
3.2% of stocks
+3%This quarter-27.4%Since filed10+ qtrsHeld$11.2M
3.0% of stocks
-9%This quarter-21.3%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$9.4M
2.6% of stocks
+12%This quarter+7.1%Since filed10+ qtrsHeld$9.4M
2.6% of stocks
+168%This quarter+1.2%Since filed4 qtrsHeld$8.4M
2.3% of stocks
-19%This quarter-20.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 6 qtrs in a row
All holdings — WRIGHT INVESTORS SERVICE INC (Q2 2026)
148 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $8.1M | 2.2% | 25K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | GILEAD SCIENCES, INC. | Healthcare | $7.0M | 1.9% | 55K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | SCHWAB CHARLES CORP | Financials | $6.9M | 1.9% | 75K | +4% | 5 qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | LAM RESEARCH CORP | Technology | $5.9M | 1.6% | 14K | +22% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alphabet Inc. | Technology | $5.8M | 1.6% | 16K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Tesla, Inc. | Consumer Discretionary | $5.6M | 1.5% | 13K | +8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CISCO SYSTEMS, INC. | Technology | $5.3M | 1.5% | 45K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BANK OF AMERICA CORP /DE/ | Financials | $5.2M | 1.4% | 92K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | VISA INC. | Financials | $5.2M | 1.4% | 15K | +11% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | EXXON MOBIL CORP | Energy | $5.0M | 1.4% | 37K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | AMERICAN EXPRESS CO | Financials | $4.7M | 1.3% | 14K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GOLDMAN SACHS GROUP INC | Financials | $4.3M | 1.2% | 4,264 | -0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BRISTOL MYERS SQUIBB CO | Healthcare | $4.2M | 1.1% | 72K | -35% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ADVANCED MICRO DEVICES INC | Technology | $4.1M | 1.1% | 7,082 | +43% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | COCA COLA CO | Consumer Staples | $4.1M | 1.1% | 50K | -21% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $4.0M | 1.1% | 18K | -1% | |||
| 27 | $NRG | NRG ENERGY, INC. | Utilities | $3.8M | 1.0% | 26K | -19% | |||
| 28 | $DAL | DELTA AIR LINES, INC. | Industrials | $3.7M | 1.0% | 40K | -1% | |||
| 29 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $3.7M | 1.0% | 14K | +63% | |||
| 30 | $MRK | Merck & Co., Inc. | Healthcare | $3.5M | 1.0% | 27K | -2% | |||
| 31 | $NEE | NEXTERA ENERGY INC | Utilities | $3.5M | 0.9% | 40K | -2% | |||
| 32 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $3.3M | 0.9% | 8,039 | +21% | |||
| 33 | $ABBV | AbbVie Inc. | Healthcare | $3.2M | 0.9% | 13K | -2% | |||
| 34 | $NTAP | NetApp, Inc. | Technology | $3.1M | 0.8% | 20K | -0.4% | |||
| 35 | $LLY | ELI LILLY & Co | Healthcare | $3.0M | 0.8% | 2,517 | -0.2% | |||
| 36 | $CVX | CHEVRON CORP | Energy | $3.0M | 0.8% | 18K | -9% | |||
| 37 | $EBAY | EBAY INC | Consumer Discretionary | $2.8M | 0.8% | 25K | -1% | |||
| 38 | $C | CITIGROUP INC | Financials | $2.8M | 0.8% | 20K | +23% | |||
| 39 | $WMT | Walmart Inc. | Consumer Staples | $2.8M | 0.8% | 25K | -1% | |||
| 40 | $CI | Cigna Group | Healthcare | $2.8M | 0.8% | 9,997 | +78% | |||
| 41 | $PANW | Palo Alto Networks Inc | Technology | $2.7M | 0.7% | 7,973 | -0.1% | |||
| 42 | $APH | AMPHENOL CORP /DE/ | Technology | $2.6M | 0.7% | 15K | -1% | |||
| 43 | $AMGN | AMGEN INC | Healthcare | $2.5M | 0.7% | 7,030 | -16% | |||
| 44 | $OMC | OMNICOM GROUP INC. | Communication Services | $2.4M | 0.7% | 34K | +434% | |||
| 45 | $ANET | Arista Networks, Inc. | Technology | $2.4M | 0.7% | 14K | -0.1% | |||
| 46 | $PHM | PULTEGROUP INC/MI/ | Industrials | $2.4M | 0.7% | 17K | -2% | |||
| 47 | $ORCL | ORACLE CORP | Technology | $2.4M | 0.7% | 16K | +10% | |||
| 48 | $SYF | Synchrony Financial | Financials | $2.3M | 0.6% | 30K | -1% | |||
| 49 | $BA | BOEING CO | Industrials | $2.2M | 0.6% | 10K | -0.5% | |||
| 50 | $STLD | STEEL DYNAMICS INC | Materials | $1.9M | 0.5% | 8,497 | -1% | |||
| 51 | $RTX | RTX Corp | Industrials | $1.9M | 0.5% | 10K | -0.6% | |||
| 52 | $CCZ | COMCAST CORP | Communication Services | $1.9M | 0.5% | 79K | -22% | |||
| 53 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.9M | 0.5% | 2,052 | -1% | |||
| 54 | $KLAC | KLA CORP | Technology | $1.9M | 0.5% | 6,360 | New | |||
| 55 | $FCX | FREEPORT-MCMORAN INC | Materials | $1.9M | 0.5% | 30K | -0.6% | |||
| 56 | $GEV | GE Vernova Inc. | Industrials | $1.8M | 0.5% | 1,542 | -0.2% | |||
| 57 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.8M | 0.5% | 6,896 | -2% | |||
| 58 | $QCOM | QUALCOMM INC/DE | Technology | $1.8M | 0.5% | 9,473 | -1% | |||
| 59 | $BKR | Baker Hughes Co | Energy | $1.7M | 0.5% | 31K | -15% | |||
| 60 | $CB | Chubb Ltd | Financials | $1.6M | 0.5% | 4,815 | -1% | |||
| 61 | $CVS | CVS HEALTH Corp | Healthcare | $1.6M | 0.4% | 16K | New | |||
| 62 | $FLEX | FLEX LTD. | Technology | $1.6M | 0.4% | 9,969 | -5% | |||
| 63 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $1.6M | 0.4% | 15K | -0.9% | |||
| 64 | $PLD | Prologis, Inc. | Real Estate | $1.6M | 0.4% | 11K | New | |||
| 65 | $WDC | WESTERN DIGITAL CORP | Technology | $1.5M | 0.4% | 2,388 | +31% | |||
| 66 | $MLI | MUELLER INDUSTRIES INC | Materials | $1.5M | 0.4% | 12K | -2% | |||
| 67 | $KR | KROGER CO | Consumer Staples | $1.5M | 0.4% | 27K | -0.6% | |||
| 68 | $VICI | VICI PROPERTIES INC. | Real Estate | $1.5M | 0.4% | 55K | -0.6% | |||
| 69 | $PM | Philip Morris International Inc. | Consumer Staples | $1.4M | 0.4% | 7,801 | -6% | |||
| 70 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.4M | 0.4% | 1,821 | New | |||
| 71 | $T | AT&T INC. | Communication Services | $1.4M | 0.4% | 66K | -3% | |||
| 72 | $IBKR | Interactive Brokers Group, Inc. | Financials | $1.3M | 0.4% | 15K | +66% | |||
| 73 | $VRT | Vertiv Holdings Co | Technology | $1.3M | 0.4% | 3,934 | -34% | |||
| 74 | $PEP | PEPSICO INC | Consumer Staples | $1.3M | 0.3% | 9,515 | -0.6% | |||
| 75 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $1.3M | 0.3% | 27K | -3% | |||
| 76 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.2M | 0.3% | 15K | -38% | |||
| 77 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.2M | 0.3% | 4,871 | -3% | |||
| 78 | $JBL | JABIL INC | Technology | $1.2M | 0.3% | 3,049 | -34% | |||
| 79 | $VRSK | Verisk Analytics, Inc. | Technology | $1.2M | 0.3% | 6,427 | +178% | |||
| 80 | $MGM | MGM Resorts International | Consumer Discretionary | $1.1M | 0.3% | 24K | -0.6% | |||
| 81 | $ST | Sensata Technologies Holding plc | Technology | $1.1M | 0.3% | 24K | +2% | |||
| 82 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.1M | 0.3% | 7,445 | -29% | |||
| 83 | $PINS | PINTEREST, INC. | Technology | $1.1M | 0.3% | 54K | -0.5% | |||
| 84 | $NET | Cloudflare, Inc. | Technology | $1.1M | 0.3% | 4,561 | New | |||
| 85 | $NFLX | NETFLIX INC | Communication Services | $1.1M | 0.3% | 15K | -0.1% | |||
| 86 | $UBER | Uber Technologies, Inc | Technology | $1.0M | 0.3% | 14K | -0.1% | |||
| 87 | $COP | CONOCOPHILLIPS | Energy | $997K | 0.3% | 9,588 | -2% | |||
| 88 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $985K | 0.3% | 3,503 | -36% | |||
| 89 | $ABNB | Airbnb, Inc. | Technology | $961K | 0.3% | 6,714 | -0.1% | |||
| 90 | $LMT | LOCKHEED MARTIN CORP | Industrials | $866K | 0.2% | 1,699 | -2% | |||
| 91 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $857K | 0.2% | 4,550 | -0.6% | |||
| 92 | $APP | AppLovin Corp | Technology | $836K | 0.2% | 1,622 | -34% | |||
| 93 | $CBRE | CBRE GROUP, INC. | Real Estate | $823K | 0.2% | 6,111 | -2% | |||
| 94 | $PFE | PFIZER INC | Healthcare | $817K | 0.2% | 34K | -55% | |||
| 95 | $HST | HOST HOTELS & RESORTS, INC. | Real Estate | $792K | 0.2% | 33K | -0.6% | |||
| 96 | $DAR | DARLING INGREDIENTS INC. | Consumer Staples | $792K | 0.2% | 14K | New | |||
| 97 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $755K | 0.2% | 12K | -0.6% | |||
| 98 | $MIDD | MIDDLEBY Corp | Industrials | $749K | 0.2% | 4,355 | -0.9% | |||
| 99 | $NXPI | NXP Semiconductors N.V. | Technology | $717K | 0.2% | 2,550 | -48% | |||
| 100 | $SN | SharkNinja, Inc. | Technology | $702K | 0.2% | 4,607 | -0.3% | |||
| 101 | $MS | MORGAN STANLEY | Financials | $690K | 0.2% | 3,300 | -6% | |||
| 102 | $SSD | Simpson Manufacturing Co., Inc. | Industrials | $686K | 0.2% | 3,278 | New | |||
| 103 | $CART | Maplebear Inc. | Industrials | $678K | 0.2% | 14K | +52% | |||
| 104 | $IVZ | Invesco Ltd. | Financials | $678K | 0.2% | 26K | New | |||
| 105 | $CNC | CENTENE CORP | Healthcare | $650K | 0.2% | 10K | New | |||
| 106 | $ECG | Everus Construction Group, Inc. | Industrials | $635K | 0.2% | 3,826 | New | |||
| 107 | $OSK | OSHKOSH CORP | Industrials | $616K | 0.2% | 4,016 | -0.5% | |||
| 108 | $TD | TORONTO DOMINION BANK | Financials | $614K | 0.2% | 5,060 | -6% | |||
| 109 | $AGCO | AGCO CORP /DE | Industrials | $609K | 0.2% | 5,087 | New | |||
| 110 | $CRM | Salesforce, Inc. | Technology | $609K | 0.2% | 3,885 | -68% | |||
| 111 | $BEN | FRANKLIN TEMPLETON INC | Financials | $607K | 0.2% | 18K | -5% | |||
| 112 | $RPRX | Royalty Pharma plc | Healthcare | $603K | 0.2% | 11K | New | |||
| 113 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $599K | 0.2% | 1,698 | -6% | |||
| 114 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $579K | 0.2% | 2,588 | -42% | |||
| 115 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $570K | 0.2% | 12K | -0.6% | |||
| 116 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $553K | 0.1% | 4,802 | -0.3% | |||
| 117 | $MDT | Medtronic plc | Healthcare | $548K | 0.1% | 7,000 | -0.6% | |||
| 118 | $ADT | ADT Inc. | Industrials | $540K | 0.1% | 83K | -0.6% | |||
| 119 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $533K | 0.1% | 2,503 | -37% | |||
| 120 | $NXST | NEXSTAR MEDIA GROUP, INC. | Communication Services | $526K | 0.1% | 2,948 | New | |||
| 121 | $BLK | BlackRock, Inc. | Financials | $525K | 0.1% | 546 | -72% | |||
| 122 | $BP | BP PLC | Energy | $501K | 0.1% | 14K | -6% | |||
| 123 | $PLTR | Palantir Technologies Inc. | Technology | $483K | 0.1% | 4,144 | -0.2% | |||
| 124 | $OKE | ONEOK INC /NEW/ | Energy | $483K | 0.1% | 5,560 | -6% | |||
| 125 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $479K | 0.1% | 5,221 | -0.3% | |||
| 126 | $AA | Alcoa Corp | Materials | $478K | 0.1% | 9,166 | -0.9% | |||
| 127 | $TFC | TRUIST FINANCIAL CORP | Financials | $474K | 0.1% | 9,521 | -6% | |||
| 128 | $DHI | HORTON D R INC /DE/ | Industrials | $473K | 0.1% | 2,902 | -0.3% | |||
| 129 | $NOW | ServiceNow, Inc. | Technology | $457K | 0.1% | 4,601 | New | |||
| 130 | $DUK | Duke Energy CORP | Utilities | $437K | 0.1% | 3,455 | -6% | |||
| 131 | $CSL | CARLISLE COMPANIES INC | Materials | $436K | 0.1% | 1,203 | -53% | |||
| 132 | $EMR | EMERSON ELECTRIC CO | Industrials | $434K | 0.1% | 3,034 | -6% | |||
| 133 | $APTV | Aptiv PLC | Industrials | $429K | 0.1% | 6,988 | -0.3% | |||
| 134 | $DIS | Walt Disney Co | Communication Services | $418K | 0.1% | 4,338 | -0.3% | |||
| 135 | $GEN | Gen Digital Inc. | Technology | $412K | 0.1% | 17K | -0.3% | |||
| 136 | $CHWY | Chewy, Inc. | Consumer Discretionary | $407K | 0.1% | 21K | +1% | |||
| 137 | $CEG | Constellation Energy Corp | Utilities | $401K | 0.1% | 1,614 | -0.2% | |||
| 138 | $ETN | Eaton Corp plc | Industrials | $394K | 0.1% | 924 | -6% | |||
| 139 | $TNL | Travel & Leisure Co. | Consumer Discretionary | $327K | 0.1% | 4,284 | -6% | |||
| 140 | $USB | US BANCORP DE | Financials | $290K | 0.1% | 4,806 | -6% | |||
| 141 | $RIO | RIO TINTO PLC | Materials | $277K | 0.1% | 2,916 | -7% | |||
| 142 | $TGT | TARGET CORP | Consumer Staples | $255K | 0.1% | 1,954 | -6% | |||
| 143 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $254K | 0.1% | 5,993 | -6% | |||
| 144 | $IP | INTERNATIONAL PAPER CO /NEW/ | Materials | $237K | 0.1% | 6,212 | -6% | |||
| 145 | $ACN | Accenture plc | Technology | $229K | 0.1% | 1,844 | -63% | |||
| 146 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $225K | 0.1% | 2,095 | -6% | |||
| 147 | $KMB | KIMBERLY CLARK CORP | Materials | $214K | 0.1% | 1,946 | -7% | |||
| 148 | $G | Genpact LTD | Technology | $202K | 0.1% | 7,335 | -0.9% |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 21 added to, 113 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$KLACKLA CORP$1.9M
first bought this quarter
$CVSCVS HEALTH Corp$1.6M
first bought this quarter
$PLDPrologis, Inc.$1.6M
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$1.4M
first bought this quarter
$NETCloudflare, Inc.$1.1M
first bought this quarter
$DARDARLING INGREDIENTS INC.$792K
first bought this quarter
+8 more in the Excel export
Added to (21)
now $9.4M · held 4 qtrs
$OMCOMNICOM GROUP INC.+434%
now $2.4M · held 4 qtrs
$EXPEExpedia Group, Inc.+63%
now $3.7M · held 6 qtrs, 2 adds in a row
$AMDADVANCED MICRO DEVICES INC+43%
now $4.1M · held 3 qtrs, 3 adds in a row
$CICigna Group+78%
now $2.8M · held 10+ qtrs
now $5.9M · held 4 qtrs
+15 more in the Excel export
Trimmed (113)
$BMYBRISTOL MYERS SQUIBB CO-35%
now $4.2M · held 10+ qtrs
now $8.4M · held 10+ qtrs, 6 trims in a row
$BLKBlackRock, Inc.-72%
now $525K · held 10+ qtrs
$CRMSalesforce, Inc.-68%
now $609K · held 10+ qtrs
$KOCOCA COLA CO-21%
now $4.1M · held 10+ qtrs
now $11.2M · held 10+ qtrs, 3 trims in a row
+107 more in the Excel export
Holdings by quarter
Every 13F WRIGHT INVESTORS SERVICE INC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow WRIGHT INVESTORS SERVICE?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WRIGHT INVESTORS SERVICE's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-5.2%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 33% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WRIGHT INVESTORS SERVICE INC disclosed 148 positions worth $365.8M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 4.9% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 14 new positions and exited 14 — including a new stake in $KLAC and a full exit from $MTZ. The portfolio is most concentrated in Technology (43.9% of disclosed assets). All figures are sourced directly from WRIGHT INVESTORS SERVICE INC’s Form 13F-HR filing with the SEC under CIK 108572.
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AI-Powered Hedge Fund Analysis: WRIGHT INVESTORS SERVICE INC
13F Pro is an AI hedge fund tracker and stock research platform. For WRIGHT INVESTORS SERVICE INC (SEC CIK: 108572), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in WRIGHT INVESTORS SERVICE INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.