WRIGHT INVESTORS SERVICE INC
13F Reported Value
ⓘ$317.7M
Holdings
148
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WRIGHT INVESTORS SERVICE INC disclosed 148 positions worth $317.7M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 5.0% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 18 new positions and exited 17 — including a new stake in $GEV and a full exit from $BRK-A. The portfolio is most concentrated in Technology (36.3% of disclosed assets). All figures are sourced directly from WRIGHT INVESTORS SERVICE INC’s Form 13F-HR filing with the SEC under CIK 108572.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$15.8M90,416 sh - 76.1#112
Quality
$15.1M59,390 sh - 83.7#15
Quality
$12.8M34,648 sh - 74.6
Quality
$11.0M52,921 sh - 80.2
Quality
$10.7M37,301 sh - 86.4
Quality
$10.0M32,313 sh - 80.9
Quality
$8.6M15,009 sh - 77.8
Quality
$7.8M56,272 sh - 35.6
Quality
$7.4M25,221 sh - 67.8
Quality
$6.9M9,758 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $15.8M | 90,416 |
 Apple Inc.$AAPL | 76.1#112 | $15.1M | 59,390 |
 MICROSOFT CORP$MSFT | 83.7#15 | $12.8M | 34,648 |
 AMAZON COM INC$AMZN | 74.6 | $11.0M | 52,921 |
 Alphabet Inc.$GOOG | 80.2 | $10.7M | 37,301 |
 Broadcom Inc.$AVGO | 86.4 | $10.0M | 32,313 |
 Meta Platforms, Inc.$META | 80.9 | $8.6M | 15,009 |
 GILEAD SCIENCES, INC.$GILD | 77.8 | $7.8M | 56,272 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $7.4M | 25,221 |
 CATERPILLAR INC$CAT | 67.8 | $6.9M | 9,758 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WRIGHT INVESTORS SERVICE INC's 148 positions.
Showing top 10 of 148 holdings.
Sector Allocation
Technology
$115.5M
Financials
$48.1M
Industrials
$33.7M
Healthcare
$33.3M
Consumer Discretionary
$26.7M
Energy
$19.4M
Consumer Staples
$11.0M
Utilities
$9.4M
Full Holdings — WRIGHT INVESTORS SERVICE INC (Q1 2026)
All 148 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $15.8M | 5.0% | -0% | 90.2 |
| 2 | $AAPL | Apple Inc. | $15.1M | 4.7% | -1% | 76.1 |
| 3 | $MSFT | MICROSOFT CORP | $12.8M | 4.0% | +4% | 83.7 |
| 4 | $AMZN | AMAZON COM INC | $11.0M | 3.5% | -1% | 74.6 |
| 5 | $GOOG | Alphabet Inc. | $10.7M | 3.4% | -13% | 80.2 |
| 6 | $AVGO | Broadcom Inc. | $10.0M | 3.1% | -13% | 86.4 |
| 7 | $META | Meta Platforms, Inc. | $8.6M | 2.7% | -8% | 80.9 |
| 8 | $GILD | GILEAD SCIENCES, INC. | $7.8M | 2.5% | -2% | 77.8 |
| 9 | $JPM | JPMORGAN CHASE & CO | $7.4M | 2.3% | -2% | 35.6 |
| 10 | $CAT | CATERPILLAR INC | $6.9M | 2.2% | -10% | 67.8 |
| 11 |  $SCHW | SCHWAB CHARLES CORP | $6.7M | 2.1% | +18% | 77.2 |
| 12 |  $BMY | BRISTOL MYERS SQUIBB CO | $6.7M | 2.1% | +6% | 70.1 |
| 13 |  $XOM | EXXON MOBIL CORP | $6.3M | 2.0% | -2% | 61.8 |
| 14 |  $AMAT | APPLIED MATERIALS INC /DE | $5.4M | 1.7% | -9% | 74.8 |
| 15 |  $KO | COCA COLA CO | $4.8M | 1.5% | -1% | 74 |
| 16 |  $GOOGL | Alphabet Inc. | $4.8M | 1.5% | -21% | 80.2 |
| 17 |  $NRG | NRG ENERGY, INC. | $4.7M | 1.5% | +26% | 59.5 |
| 18 |  $TSLA | Tesla, Inc. | $4.6M | 1.4% | -0% | 50.1 |
| 19 |  $BAC | BANK OF AMERICA CORP /DE/ | $4.5M | 1.4% | -2% | 68.4 |
| 20 |  $AXP | AMERICAN EXPRESS CO | $4.2M | 1.3% | -16% | 73.2 |
| 21 |  $V | VISA INC. | $4.2M | 1.3% | +0% | 83.5 |
| 22 |  $CVX | CHEVRON CORP | $4.1M | 1.3% | +192% | 54.7 |
| 23 |  $NEE | NEXTERA ENERGY INC | $3.7M | 1.2% | -18% | 71.7 |
| 24 |  $PGR | PROGRESSIVE CORP/OH/ | $3.6M | 1.1% | -33% | 83.6 |
| 25 |  $GS | GOLDMAN SACHS GROUP INC | $3.6M | 1.1% | -3% | — |
| 26 |  $CSCO | CISCO SYSTEMS, INC. | $3.6M | 1.1% | -0% | 72.3 |
| 27 |  $MRK | Merck & Co., Inc. | $3.4M | 1.1% | +664% | 70.9 |
| 28 |  $WMT | Walmart Inc. | $3.1M | 1.0% | -0% | 63.2 |
| 29 |  $AMGN | AMGEN INC | $2.9M | 0.9% | -1% | 79.5 |
| 30 |  $CCZ | COMCAST CORP | $2.9M | 0.9% | +3% | 70.4 |
| 31 |  $ABBV | AbbVie Inc. | $2.8M | 0.9% | -23% | 59.3 |
| 32 |  $DAL | DELTA AIR LINES, INC. | $2.7M | 0.8% | -1% | 64.4 |
| 33 |  $LRCX | LAM RESEARCH CORP | $2.4M | 0.8% | -0% | 82.4 |
| 34 |  $EBAY | EBAY INC | $2.3M | 0.7% | -1% | 69.3 |
| 35 |  $LLY | ELI LILLY & Co | $2.3M | 0.7% | -9% | 89.3 |
| 36 |  $CRM | Salesforce, Inc. | $2.3M | 0.7% | +96% | 75.2 |
| 37 |  $BKR | Baker Hughes Co | $2.2M | 0.7% | +294% | 63.4 |
| 38 |  $ORCL | ORACLE CORP | $2.2M | 0.7% | -0% | 67.2 |
| 39 |  $PFE | PFIZER INC | $2.1M | 0.7% | -5% | 69 |
| 40 |  $SYF | Synchrony Financial | $2.1M | 0.7% | -25% | — |
| 41 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.1M | 0.7% | -1% | 67 |
| 42 |  $PHM | PULTEGROUP INC/MI/ | $2.1M | 0.7% | -1% | 65.1 |
| 43 |  $NTAP | NetApp, Inc. | $2.1M | 0.7% | -2% | 75 |
| 44 |  $EXPE | Expedia Group, Inc. | $2.0M | 0.6% | +36% | 65.7 |
| 45 |  $BA | BOEING CO | $2.0M | 0.6% | +36% | 51.8 |
| 46 |  $RTX | RTX Corp | $2.0M | 0.6% | +10% | 70 |
| 47 |  $T | AT&T INC. | $2.0M | 0.6% | +49% | 71.9 |
| 48 |  $KR | KROGER CO | $1.9M | 0.6% | -5% | 51.1 |
| 49 |  $APH | AMPHENOL CORP /DE/ | $1.9M | 0.6% | +148% | 80.5 |
| 50 |  $WFC | WELLS FARGO & COMPANY/MN | $1.9M | 0.6% | -4% | — |
| 51 |  $C | CITIGROUP INC | $1.9M | 0.6% | -2% | 54.8 |
| 52 |  $BLK | BlackRock, Inc. | $1.9M | 0.6% | -0% | 70.3 |
| 53 |  $FCX | FREEPORT-MCMORAN INC | $1.8M | 0.6% | -3% | 73.1 |
| 54 |  $UNH | UNITEDHEALTH GROUP INC | $1.8M | 0.6% | -45% | 66.8 |
| 55 |  $VLO | VALERO ENERGY CORP/TX | $1.7M | 0.6% | -4% | 51.4 |
| 56 |  $ANET | Arista Networks, Inc. | $1.7M | 0.5% | -0% | 86 |
| 57 |  $TJX | TJX COMPANIES INC /DE/ | $1.7M | 0.5% | -1% | 70.7 |
| 58 |  $CB | Chubb Ltd | $1.6M | 0.5% | -1% | — |
| 59 |  $STLD | STEEL DYNAMICS INC | $1.5M | 0.5% | +55% | 56 |
| 60 |  $VICI | VICI PROPERTIES INC. | $1.5M | 0.5% | -3% | 76.2 |
| 61 |  $VRT | Vertiv Holdings Co | $1.5M | 0.5% | +12% | 82.7 |
| 62 |  $CI | Cigna Group | $1.5M | 0.5% | -2% | 66.8 |
| 63 |  $PEP | PEPSICO INC | $1.5M | 0.5% | -3% | 62.7 |
| 64 |  $USFD | US Foods Holding Corp. | $1.4M | 0.5% | +16% | 60.6 |
| 65 |  $NFLX | NETFLIX INC | $1.4M | 0.5% | -23% | 86.7 |
| 66 |  $MLI | MUELLER INDUSTRIES INC | $1.4M | 0.4% | +95% | 77.5 |
| 67 |  $PM | Philip Morris International Inc. | $1.4M | 0.4% | +1% | 80.5 |
| 68 |  $GEV | GE Vernova Inc. | $1.3M | 0.4% | NEW | 70.1 |
| 69 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.3M | 0.4% | -35% | 66.7 |
| 70 |  $COP | CONOCOPHILLIPS | $1.3M | 0.4% | -0% | 74.8 |
| 71 |  $PANW | Palo Alto Networks Inc | $1.3M | 0.4% | -0% | 66.5 |
| 72 |  $QCOM | QUALCOMM INC/DE | $1.2M | 0.4% | -2% | 81.9 |
| 73 |  $JBL | JABIL INC | $1.2M | 0.4% | -32% | 51.9 |
| 74 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $1.2M | 0.4% | -2% | 63.2 |
| 75 |  $MTZ | MASTEC INC | $1.2M | 0.4% | -5% | 59.7 |
| 76 |  $LMT | LOCKHEED MARTIN CORP | $1.1M | 0.3% | +193% | 65 |
| 77 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.0M | 0.3% | +83% | 70.9 |
| 78 |  $UBER | Uber Technologies, Inc | $1.0M | 0.3% | -0% | 79.3 |
| 79 |  $MU | MICRON TECHNOLOGY INC | $1.0M | 0.3% | -24% | 88.4 |
| 80 |  $AMD | ADVANCED MICRO DEVICES INC | $1.0M | 0.3% | +157% | 78.8 |
| 81 |  $ACN | Accenture plc | $992,441 | 0.3% | -42% | — |
| 82 |  $PINS | PINTEREST, INC. | $987,682 | 0.3% | NEW | 62 |
| 83 |  $APP | AppLovin Corp | $973,110 | 0.3% | -0% | 86.8 |
| 84 |  $NXPI | NXP Semiconductors N.V. | $967,370 | 0.3% | -0% | — |
| 85 |  $COR | Cencora, Inc. | $895,613 | 0.3% | -0% | 59.6 |
| 86 |  $MGM | MGM Resorts International | $894,902 | 0.3% | -3% | 48 |
| 87 |  $ROST | ROSS STORES, INC. | $861,971 | 0.3% | NEW | 71.5 |
| 88 |  $CSL | CARLISLE COMPANIES INC | $861,073 | 0.3% | NEW | 65 |
| 89 |  $ABNB | Airbnb, Inc. | $848,980 | 0.3% | NEW | 70.1 |
| 90 |  $GEHC | GE HealthCare Technologies Inc. | $844,835 | 0.3% | -3% | 58.2 |
| 91 |  $CBRE | CBRE GROUP, INC. | $841,884 | 0.3% | -34% | 62.9 |
| 92 |  $SPG | SIMON PROPERTY GROUP INC. | $830,059 | 0.3% | NEW | 76.9 |
| 93 |  $ST | Sensata Technologies Holding plc | $818,759 | 0.3% | NEW | — |
| 94 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $767,130 | 0.2% | -3% | 66.3 |
| 95 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $760,268 | 0.2% | -3% | 59.8 |
| 96 |  $FLEX | FLEX LTD. | $685,955 | 0.2% | -7% | — |
| 97 |  $CSX | CSX CORP | $685,001 | 0.2% | -0% | 66.4 |
| 98 |  $BP | BP PLC | $675,061 | 0.2% | +0% | — |
| 99 |  $ROP | ROPER TECHNOLOGIES INC | $651,456 | 0.2% | NEW | 72.2 |
| 100 |  $HST | HOST HOTELS & RESORTS, INC. | $643,910 | 0.2% | -3% | 72.6 |
| 101 |  $SLB | SLB LIMITED/NV | $629,887 | 0.2% | NEW | 63.2 |
| 102 |  $IBKR | Interactive Brokers Group, Inc. | $624,757 | 0.2% | -3% | 75.5 |
| 103 |  $CRH | CRH PUBLIC LTD CO | $614,532 | 0.2% | -3% | — |
| 104 |  $AA | Alcoa Corp | $613,553 | 0.2% | NEW | 66.2 |
| 105 |  $MDT | Medtronic plc | $610,276 | 0.2% | NEW | — |
| 106 |  $PLTR | Palantir Technologies Inc. | $607,208 | 0.2% | -0% | 85.8 |
| 107 |  $HD | HOME DEPOT, INC. | $594,962 | 0.2% | -67% | 69.2 |
| 108 |  $OSK | OSHKOSH CORP | $594,434 | 0.2% | -5% | 53 |
| 109 |  $MIDD | MIDDLEBY Corp | $582,557 | 0.2% | -3% | 44.9 |
| 110 |  $MS | MORGAN STANLEY | $578,299 | 0.2% | +0% | — |
| 111 |  $DG | DOLLAR GENERAL CORP | $571,685 | 0.2% | -5% | 60.4 |
| 112 |  $CHWY | Chewy, Inc. | $553,122 | 0.2% | NEW | 61.3 |
| 113 |  $ADT | ADT Inc. | $549,469 | 0.2% | -3% | 66.2 |
| 114 |  $OKE | ONEOK INC /NEW/ | $532,939 | 0.2% | +0% | 72 |
| 115 |  $TD | TORONTO DOMINION BANK | $502,288 | 0.2% | +0% | — |
| 116 |  $FERG | Ferguson Enterprises Inc. /DE/ | $501,042 | 0.2% | NEW | 58.9 |
| 117 |  $WDC | WESTERN DIGITAL CORP | $493,915 | 0.2% | NEW | 76.8 |
| 118 |  $SN | SharkNinja, Inc. | $489,470 | 0.1% | -5% | — |
| 119 |  $APTV | Aptiv PLC | $486,497 | 0.1% | -3% | — |
| 120 |  $DUK | Duke Energy CORP | $480,681 | 0.1% | +0% | 64 |
| 121 |  $ULTA | Ulta Beauty, Inc. | $474,098 | 0.1% | -1% | 66.6 |
| 122 |  $AMP | AMERIPRISE FINANCIAL INC | $472,842 | 0.1% | -37% | 70.2 |
| 123 |  $OMC | OMNICOM GROUP INC. | $472,194 | 0.1% | -3% | 60.5 |
| 124 |  $TFC | TRUIST FINANCIAL CORP | $464,849 | 0.1% | +1% | — |
| 125 |  $BEN | FRANKLIN RESOURCES INC | $455,630 | 0.1% | +1% | 59.9 |
| 126 |  $CEG | Constellation Energy Corp | $451,827 | 0.1% | NEW | 62.5 |
| 127 |  $CL | COLGATE PALMOLIVE CO | $446,264 | 0.1% | -48% | 72.4 |
| 128 |  $VRSK | Verisk Analytics, Inc. | $438,323 | 0.1% | NEW | 77.3 |
| 129 |  $EMR | EMERSON ELECTRIC CO | $423,981 | 0.1% | -0% | 65.9 |
| 130 |  $DIS | Walt Disney Co | $419,253 | 0.1% | -5% | 68.9 |
| 131 |  $CCL | Carnival Corp Ltd. | $418,298 | 0.1% | NEW | — |
| 132 |  $ABT | ABBOTT LABORATORIES | $406,573 | 0.1% | -39% | 67 |
| 133 |  $DHI | HORTON D R INC /DE/ | $399,585 | 0.1% | -3% | 54.6 |
| 134 |  $TMUS | T-Mobile US, Inc. | $390,656 | 0.1% | -3% | 72.7 |
| 135 |  $M | Macy's, Inc. | $390,002 | 0.1% | -5% | 48.9 |
| 136 |  $CART | Maplebear Inc. | $353,210 | 0.1% | -3% | 76.4 |
| 137 |  $ETN | Eaton Corp plc | $352,663 | 0.1% | -0% | — |
| 138 |  $VZ | VERIZON COMMUNICATIONS INC | $320,878 | 0.1% | -0% | 71.6 |
| 139 |  $TNL | Travel & Leisure Co. | $316,959 | 0.1% | -3% | 61 |
| 140 |  $GEN | Gen Digital Inc. | $312,296 | 0.1% | -3% | 67.7 |
| 141 |  $RIO | RIO TINTO PLC | $292,837 | 0.1% | -1% | — |
| 142 |  $G | Genpact LTD | $275,650 | 0.1% | -70% | — |
| 143 |  $USB | US BANCORP DE | $266,603 | 0.1% | +0% | 71.4 |
| 144 |  $TGT | TARGET CORP | $253,066 | 0.1% | +0% | 53.1 |
| 145 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $236,620 | 0.1% | -0% | 52.1 |
| 146 |  $UPS | UNITED PARCEL SERVICE INC | $219,781 | 0.1% | +0% | 58.2 |
| 147 |  $DLR | DIGITAL REALTY TRUST, INC. | $204,358 | 0.1% | NEW | 70.2 |
| 148 |  $KMB | KIMBERLY CLARK CORP | $200,947 | 0.1% | +0% | 61.7 |
New Positions (18)
$GEV GE Vernova Inc.$1.3M$PINS PINTEREST, INC.$987,682$ROST ROSS STORES, INC.$861,971$CSL CARLISLE COMPANIES INC$861,073$ABNB Airbnb, Inc.$848,980$SPG SIMON PROPERTY GROUP INC.$830,059$ST Sensata Technologies Holding plc$818,759$ROP ROPER TECHNOLOGIES INC$651,456$SLB SLB LIMITED/NV$629,887$AA Alcoa Corp$613,553$MDT Medtronic plc$610,276$CHWY Chewy, Inc.$553,122$FERG Ferguson Enterprises Inc. /DE/$501,042$WDC WESTERN DIGITAL CORP$493,915$CEG Constellation Energy Corp$451,827Exited Positions (17)
$BRK-A BERKSHIRE HATHAWAY INC
$ZM Zoom Communications, Inc.
$TKO TKO Group Holdings, Inc.
$EOG EOG RESOURCES INC
$BJ BJ's Wholesale Club Holdings, Inc.
$FIVE FIVE BELOW, INC
$PYPL PayPal Holdings, Inc.
$NYT NEW YORK TIMES CO
$EME EMCOR Group, Inc.
$AMH American Homes 4 Rent
$UGI UGI CORP /PA/
$GNRC GENERAC HOLDINGS INC.
$AGCO AGCO CORP /DE
$ADBE ADOBE INC.
$FTNT Fortinet, Inc.Browse Top Institutional Investors
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