WRIGHT INVESTORS SERVICE INC
13F Reported Value
ⓘ$365.8M
Holdings
148
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (42.6% 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
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$18.0M89,905 sh - 76.4#84
Quality
$17.1M59,061 sh - 79.8#31
Quality
$13.8M37,028 sh - 78.2
Quality
$13.0M36,381 sh - 68.7
Quality
$12.5M52,495 sh - 72.3
Quality
$11.6M16,070 sh - 84.5
Quality
$11.2M29,538 sh - 79.6
Quality
$9.4M16,736 sh - 86.2
Quality
$9.4M8,152 sh - 66.5
Quality
$8.4M7,895 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $18.0M | 89,905 |
 Apple Inc.$AAPL | 76.4#84 | $17.1M | 59,061 |
 MICROSOFT CORP$MSFT | 79.8#31 | $13.8M | 37,028 |
 Alphabet Inc.$GOOG | 78.2 | $13.0M | 36,381 |
 AMAZON COM INC$AMZN | 68.7 | $12.5M | 52,495 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $11.6M | 16,070 |
 Broadcom Inc.$AVGO | 84.5 | $11.2M | 29,538 |
 Meta Platforms, Inc.$META | 79.6 | $9.4M | 16,736 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $9.4M | 8,152 |
 CATERPILLAR INC$CAT | 66.5 | $8.4M | 7,895 |
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
$155.8M
Financials
$52.9M
Industrials
$41.9M
Healthcare
$34.6M
Consumer Discretionary
$27.4M
Energy
$14.1M
Consumer Staples
$9.5M
Utilities
$8.1M
Full Holdings — WRIGHT INVESTORS SERVICE INC (Q2 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 | $18.0M | 4.9% | -1% | 85.9 |
| 2 | $AAPL | Apple Inc. | $17.1M | 4.7% | -1% | 76.4 |
| 3 | $MSFT | MICROSOFT CORP | $13.8M | 3.8% | +7% | 79.8 |
| 4 | $GOOG | Alphabet Inc. | $13.0M | 3.5% | -2% | 78.2 |
| 5 | $AMZN | AMAZON COM INC | $12.5M | 3.4% | -1% | 68.7 |
| 6 | $AMAT | APPLIED MATERIALS INC /DE | $11.6M | 3.2% | +3% | 72.3 |
| 7 | $AVGO | Broadcom Inc. | $11.2M | 3.0% | -9% | 84.5 |
| 8 | $META | Meta Platforms, Inc. | $9.4M | 2.6% | +12% | 79.6 |
| 9 | $MU | MICRON TECHNOLOGY INC | $9.4M | 2.6% | +168% | 86.2 |
| 10 | $CAT | CATERPILLAR INC | $8.4M | 2.3% | -19% | 66.5 |
| 11 |  $JPM | JPMORGAN CHASE & CO | $8.1M | 2.2% | -1% | 70.7 |
| 12 |  $GILD | GILEAD SCIENCES, INC. | $7.0M | 1.9% | -1% | 57.4 |
| 13 |  $SCHW | SCHWAB CHARLES CORP | $6.9M | 1.9% | +4% | 79.4 |
| 14 |  $LRCX | LAM RESEARCH CORP | $5.9M | 1.6% | +22% | 79.4 |
| 15 |  $GOOGL | Alphabet Inc. | $5.8M | 1.6% | -2% | 78.2 |
| 16 |  $TSLA | Tesla, Inc. | $5.6M | 1.5% | +8% | 53.9 |
| 17 |  $CSCO | CISCO SYSTEMS, INC. | $5.3M | 1.5% | -2% | 70.3 |
| 18 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.2M | 1.4% | -1% | 67.6 |
| 19 |  $V | VISA INC. | $5.2M | 1.4% | +11% | 82.9 |
| 20 |  $XOM.R34088 | EXXON MOBIL CORP | $5.0M | 1.4% | -1% | 57.9 |
| 21 |  $AXP | AMERICAN EXPRESS CO | $4.7M | 1.3% | -1% | 69.4 |
| 22 |  $GS | GOLDMAN SACHS GROUP INC | $4.3M | 1.2% | -1% | 73.5 |
| 23 |  $BMY | BRISTOL MYERS SQUIBB CO | $4.2M | 1.1% | -35% | 70.4 |
| 24 |  $AMD | ADVANCED MICRO DEVICES INC | $4.1M | 1.1% | +43% | 79.8 |
| 25 |  $KO | COCA COLA CO | $4.1M | 1.1% | -21% | 69.5 |
| 26 |  $PGR | PROGRESSIVE CORP/OH/ | $4.0M | 1.1% | -1% | 80.1 |
| 27 |  $NRG | NRG ENERGY, INC. | $3.8M | 1.0% | -19% | 51.9 |
| 28 |  $DAL | DELTA AIR LINES, INC. | $3.7M | 1.0% | -1% | 57.5 |
| 29 |  $EXPE | Expedia Group, Inc. | $3.7M | 1.0% | +63% | 71.1 |
| 30 |  $MRK | Merck & Co., Inc. | $3.5M | 1.0% | -2% | 59.9 |
| 31 |  $NEE | NEXTERA ENERGY INC | $3.5M | 0.9% | -2% | 64.6 |
| 32 |  $UNH | UNITEDHEALTH GROUP INC | $3.3M | 0.9% | +21% | 62.7 |
| 33 |  $ABBV | AbbVie Inc. | $3.2M | 0.9% | -2% | 72.6 |
| 34 |  $NTAP | NetApp, Inc. | $3.1M | 0.8% | -0% | 66.8 |
| 35 |  $LLY | ELI LILLY & Co | $3.0M | 0.8% | -0% | 87.5 |
| 36 |  $CVX | CHEVRON CORP | $3.0M | 0.8% | -9% | 62.8 |
| 37 |  $EBAY | EBAY INC | $2.8M | 0.8% | -1% | 66.4 |
| 38 |  $C | CITIGROUP INC | $2.8M | 0.8% | +23% | 65 |
| 39 |  $WMT | Walmart Inc. | $2.8M | 0.8% | -1% | 60.2 |
| 40 |  $CI | Cigna Group | $2.8M | 0.8% | +78% | 66.2 |
| 41 |  $PANW | Palo Alto Networks Inc | $2.7M | 0.7% | -0% | 65.5 |
| 42 |  $APH | AMPHENOL CORP /DE/ | $2.6M | 0.7% | -1% | 79.3 |
| 43 |  $AMGN | AMGEN INC | $2.5M | 0.7% | -16% | 79.2 |
| 44 |  $OMC | OMNICOM GROUP INC. | $2.4M | 0.7% | +434% | 59.1 |
| 45 |  $ANET | Arista Networks, Inc. | $2.4M | 0.7% | -0% | 81.9 |
| 46 |  $PHM | PULTEGROUP INC/MI/ | $2.4M | 0.7% | -2% | 55.3 |
| 47 |  $ORCL | ORACLE CORP | $2.4M | 0.7% | +10% | 66.2 |
| 48 |  $SYF | Synchrony Financial | $2.3M | 0.6% | -1% | 64 |
| 49 |  $BA | BOEING CO | $2.2M | 0.6% | -0% | 61.6 |
| 50 |  $STLD | STEEL DYNAMICS INC | $1.9M | 0.5% | -1% | 57.7 |
| 51 |  $RTX | RTX Corp | $1.9M | 0.5% | -1% | 73.2 |
| 52 |  $CCZ | COMCAST CORP | $1.9M | 0.5% | -22% | 59.5 |
| 53 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.9M | 0.5% | -1% | 66.2 |
| 54 |  $KLAC | KLA CORP | $1.9M | 0.5% | NEW | 78.6 |
| 55 |  $FCX | FREEPORT-MCMORAN INC | $1.9M | 0.5% | -1% | 62 |
| 56 |  $GEV | GE Vernova Inc. | $1.8M | 0.5% | -0% | 81.1 |
| 57 |  $VLO | VALERO ENERGY CORP/TX | $1.8M | 0.5% | -2% | 57.8 |
| 58 |  $QCOM | QUALCOMM INC/DE | $1.8M | 0.5% | -1% | 70.5 |
| 59 |  $BKR | Baker Hughes Co | $1.7M | 0.5% | -15% | 60.7 |
| 60 |  $CB | Chubb Ltd | $1.6M | 0.5% | -1% | — |
| 61 |  $CVS | CVS HEALTH Corp | $1.6M | 0.4% | NEW | 59.4 |
| 62 |  $FLEX | FLEX LTD. | $1.6M | 0.4% | -5% | — |
| 63 |  $USFD | US Foods Holding Corp. | $1.6M | 0.4% | -1% | 58.4 |
| 64 |  $PLD | Prologis, Inc. | $1.6M | 0.4% | NEW | 68.3 |
| 65 |  $WDC | WESTERN DIGITAL CORP | $1.5M | 0.4% | +31% | 80.7 |
| 66 |  $MLI | MUELLER INDUSTRIES INC | $1.5M | 0.4% | -2% | 68.7 |
| 67 |  $KR | KROGER CO | $1.5M | 0.4% | -1% | 52.6 |
| 68 |  $VICI | VICI PROPERTIES INC. | $1.5M | 0.4% | -1% | 65.8 |
| 69 |  $PM | Philip Morris International Inc. | $1.4M | 0.4% | -6% | 75.9 |
| 70 |  $CRWD | CrowdStrike Holdings, Inc. | $1.4M | 0.4% | NEW | 67.7 |
| 71 |  $T | AT&T INC. | $1.4M | 0.4% | -3% | 65.7 |
| 72 |  $IBKR | Interactive Brokers Group, Inc. | $1.3M | 0.4% | +66% | 77 |
| 73 |  $VRT | Vertiv Holdings Co | $1.3M | 0.4% | -34% | 81 |
| 74 |  $PEP | PEPSICO INC | $1.3M | 0.3% | -1% | 63.4 |
| 75 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $1.3M | 0.3% | -3% | 56.5 |
| 76 |  $WFC | WELLS FARGO & COMPANY/MN | $1.2M | 0.3% | -38% | 61.8 |
| 77 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.2M | 0.3% | -3% | 73.7 |
| 78 |  $JBL | JABIL INC | $1.2M | 0.3% | -34% | 57.4 |
| 79 |  $VRSK | Verisk Analytics, Inc. | $1.2M | 0.3% | +178% | 71.2 |
| 80 |  $MGM | MGM Resorts International | $1.1M | 0.3% | -1% | 55.2 |
| 81 |  $ST | Sensata Technologies Holding plc | $1.1M | 0.3% | +2% | — |
| 82 |  $TJX | TJX COMPANIES INC /DE/ | $1.1M | 0.3% | -29% | 68.7 |
| 83 |  $PINS | PINTEREST, INC. | $1.1M | 0.3% | -0% | 63.3 |
| 84 |  $NET | Cloudflare, Inc. | $1.1M | 0.3% | NEW | 56.4 |
| 85 |  $NFLX | NETFLIX INC | $1.1M | 0.3% | -0% | 78.8 |
| 86 |  $UBER | Uber Technologies, Inc | $1.0M | 0.3% | -0% | 73.5 |
| 87 |  $COP | CONOCOPHILLIPS | $996,768 | 0.3% | -2% | 70.2 |
| 88 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $985,079 | 0.3% | -36% | 70 |
| 89 |  $ABNB | Airbnb, Inc. | $960,773 | 0.3% | -0% | 71 |
| 90 |  $LMT | LOCKHEED MARTIN CORP | $865,573 | 0.2% | -2% | 65.6 |
| 91 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $856,947 | 0.2% | -1% | 52.1 |
| 92 |  $APP | AppLovin Corp | $835,703 | 0.2% | -34% | 84.4 |
| 93 |  $CBRE | CBRE GROUP, INC. | $823,091 | 0.2% | -2% | 62.3 |
| 94 |  $PFE | PFIZER INC | $817,372 | 0.2% | -55% | 62 |
| 95 |  $HST | HOST HOTELS & RESORTS, INC. | $791,890 | 0.2% | -1% | 67.3 |
| 96 |  $DAR | DARLING INGREDIENTS INC. | $791,717 | 0.2% | NEW | 63.5 |
| 97 |  $GEHC | GE HealthCare Technologies Inc. | $755,190 | 0.2% | -1% | 55.7 |
| 98 |  $MIDD | MIDDLEBY Corp | $749,104 | 0.2% | -1% | 40.6 |
| 99 |  $NXPI | NXP Semiconductors N.V. | $716,627 | 0.2% | -48% | — |
| 100 |  $SN | SharkNinja, Inc. | $701,508 | 0.2% | -0% | 66.8 |
| 101 |  $MS | MORGAN STANLEY | $689,832 | 0.2% | -6% | 75.8 |
| 102 |  $SSD | Simpson Manufacturing Co., Inc. | $686,249 | 0.2% | NEW | 59.9 |
| 103 |  $CART | Maplebear Inc. | $678,147 | 0.2% | +52% | 70.6 |
| 104 |  $IVZ | Invesco Ltd. | $677,669 | 0.2% | NEW | — |
| 105 |  $CNC | CENTENE CORP | $649,539 | 0.2% | NEW | 58.2 |
| 106 |  $ECG | Everus Construction Group, Inc. | $634,925 | 0.2% | NEW | 66.3 |
| 107 |  $OSK | OSHKOSH CORP | $616,376 | 0.2% | -1% | 45.2 |
| 108 |  $TD | TORONTO DOMINION BANK | $614,436 | 0.2% | -6% | 80.5 |
| 109 |  $AGCO | AGCO CORP /DE | $608,914 | 0.2% | NEW | 51.8 |
| 110 |  $CRM | Salesforce, Inc. | $608,624 | 0.2% | -68% | 77 |
| 111 |  $BEN | FRANKLIN TEMPLETON INC | $606,645 | 0.2% | -5% | 57.9 |
| 112 |  $RPRX | Royalty Pharma plc | $602,696 | 0.2% | NEW | — |
| 113 |  $HD | HOME DEPOT, INC. | $598,851 | 0.2% | -6% | 60.3 |
| 114 |  $SPG | SIMON PROPERTY GROUP INC. | $578,806 | 0.2% | -42% | 76.7 |
| 115 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $569,872 | 0.2% | -1% | 62.6 |
| 116 |  $DG | DOLLAR GENERAL CORP | $552,758 | 0.1% | -0% | 59.5 |
| 117 |  $MDT | Medtronic plc | $547,610 | 0.1% | -1% | 68.7 |
| 118 |  $ADT | ADT Inc. | $540,236 | 0.1% | -1% | 63.2 |
| 119 |  $ROST | ROSS STORES, INC. | $532,764 | 0.1% | -37% | 70.4 |
| 120 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $526,483 | 0.1% | NEW | 56 |
| 121 |  $BLK | BlackRock, Inc. | $525,012 | 0.1% | -72% | 70 |
| 122 |  $BP | BP PLC | $501,042 | 0.1% | -6% | — |
| 123 |  $PLTR | Palantir Technologies Inc. | $483,480 | 0.1% | -0% | 84.6 |
| 124 |  $OKE | ONEOK INC /NEW/ | $483,386 | 0.1% | -6% | 71.7 |
| 125 |  $CL | COLGATE PALMOLIVE CO | $478,661 | 0.1% | -0% | 61.3 |
| 126 |  $AA | Alcoa Corp | $477,915 | 0.1% | -1% | 63.4 |
| 127 |  $TFC | TRUIST FINANCIAL CORP | $474,336 | 0.1% | -6% | 76.4 |
| 128 |  $DHI | HORTON D R INC /DE/ | $472,678 | 0.1% | -0% | 53.6 |
| 129 |  $NOW | ServiceNow, Inc. | $456,787 | 0.1% | NEW | 72.9 |
| 130 |  $DUK | Duke Energy CORP | $437,334 | 0.1% | -6% | 56.4 |
| 131 |  $CSL | CARLISLE COMPANIES INC | $436,388 | 0.1% | -53% | 59.4 |
| 132 |  $EMR | EMERSON ELECTRIC CO | $434,317 | 0.1% | -6% | 65.3 |
| 133 |  $APTV | Aptiv PLC | $428,923 | 0.1% | -0% | — |
| 134 |  $DIS | Walt Disney Co | $417,533 | 0.1% | -0% | 60.1 |
| 135 |  $GEN | Gen Digital Inc. | $411,755 | 0.1% | -0% | 74 |
| 136 |  $CHWY | Chewy, Inc. | $406,598 | 0.1% | +1% | 56.3 |
| 137 |  $CEG | Constellation Energy Corp | $400,869 | 0.1% | -0% | 59.4 |
| 138 |  $ETN | Eaton Corp plc | $393,735 | 0.1% | -6% | — |
| 139 |  $TNL | Travel & Leisure Co. | $327,426 | 0.1% | -6% | 53.7 |
| 140 |  $USB | US BANCORP \DE\ | $290,282 | 0.1% | -6% | 65.3 |
| 141 |  $RIO | RIO TINTO PLC | $276,816 | 0.1% | -7% | — |
| 142 |  $TGT | TARGET CORP | $255,212 | 0.1% | -6% | 60.7 |
| 143 |  $VZ | VERIZON COMMUNICATIONS INC | $253,744 | 0.1% | -6% | 65.8 |
| 144 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $236,677 | 0.1% | -6% | 52.1 |
| 145 |  $ACN | Accenture plc | $229,467 | 0.1% | -63% | — |
| 146 |  $UPS | UNITED PARCEL SERVICE INC | $225,213 | 0.1% | -6% | 58.6 |
| 147 |  $KMB | KIMBERLY CLARK CORP | $213,612 | 0.1% | -7% | 58.7 |
| 148 |  $G | Genpact LTD | $201,712 | 0.1% | -1% | — |
New Positions (14)
$KLAC KLA CORP$1.9M$CVS CVS HEALTH Corp$1.6M$PLD Prologis, Inc.$1.6M$CRWD CrowdStrike Holdings, Inc.$1.4M$NET Cloudflare, Inc.$1.1M$DAR DARLING INGREDIENTS INC.$791,717$SSD Simpson Manufacturing Co., Inc.$686,249$IVZ Invesco Ltd.$677,669$CNC CENTENE CORP$649,539$ECG Everus Construction Group, Inc.$634,925$AGCO AGCO CORP /DE$608,914$RPRX Royalty Pharma plc$602,696$NXST NEXSTAR MEDIA GROUP, INC.$526,483$NOW ServiceNow, Inc.$456,787Exited Positions (14)
$MTZ MASTEC INC
$COR Cencora, Inc.
$CSX CSX CORP
$ROP ROPER TECHNOLOGIES INC
$SLB SLB LIMITED/NV
$CRH CRH PUBLIC LTD CO
$FERG Ferguson Enterprises Inc. /DE/
$ULTA Ulta Beauty, Inc.
$AMP AMERIPRISE FINANCIAL INC
$CCL Carnival Corp Ltd.
$ABT ABBOTT LABORATORIES
$TMUS T-Mobile US, Inc.
$M Macy's, Inc.
$DLR DIGITAL REALTY TRUST, INC.Browse Top Institutional Investors
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