Latest WRIGHT INVESTORS SERVICE INC Stock Portfolio

WRIGHT INVESTORS SERVICE INC Performance:

2026 Q1: -3.13%YTD: -3.13%2025: 17.34%

Performance for 2026 Q1 is -3.13%, and YTD is -3.13%, and 2025 is 17.34%.

About WRIGHT INVESTORS SERVICE INC and 13F Hedge Fund Stock Holdings

WRIGHT INVESTORS SERVICE INC is a hedge fund based in Shelton, CT. On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, WRIGHT INVESTORS SERVICE INC reported an equity portfolio of $317.7 Millions as of 31 Mar, 2026.

The top stock holdings of WRIGHT INVESTORS SERVICE INC are NVDA, AAPL, MSFT. The fund has invested 5% of it's portfolio in NVIDIA CORPORATION and 4.7% of portfolio in APPLE INC.

The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL, ZOOM COMMUNICATIONS INC (ZM) and EOG RES INC (EOG) stocks. They significantly reduced their stock positions in GENPACT LIMITED (G), HOME DEPOT INC (HD) and COLGATE PALMOLIVE CO (CL). WRIGHT INVESTORS SERVICE INC opened new stock positions in GE VERNOVA INC, PINTEREST INC (PINS) and ROSS STORES INC (ROST). The fund showed a lot of confidence in some stocks as they added substantially to MERCK & CO INC (MRK), BAKER HUGHES COMPANY (BKR) and LOCKHEED MARTIN CORP (LMT).

WRIGHT INVESTORS SERVICE INC Annual Return Estimates Vs S&P 500

Our best estimate is that WRIGHT INVESTORS SERVICE INC made a return of -3.13% in the last quarter. In trailing 12 months, it's portfolio return was 17.96%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ge vernova inc	1,348,630
pinterest inc	987,682
ross stores inc	861,971
carlisle cos inc	861,073
airbnb inc	848,980
simon ppty group inc new	830,059
sensata technologies hldg pl	818,759
roper technologies inc	651,456

New stocks bought by WRIGHT INVESTORS SERVICE INC

Additions

Ticker	% Inc.
merck & co inc	663
baker hughes company	294
lockheed martin corp	193
chevron corporation	191
advanced micro devices inc	157
amphenol corp	147
salesforce inc	96.18
mueller inds inc	95.22

Additions to existing portfolio by WRIGHT INVESTORS SERVICE INC

Reductions

Ticker	% Reduced
genpact limited	-69.53
home depot inc	-66.94
colgate palmolive co	-48.25
unitedhealth group inc	-45.12
accenture plc ireland	-42.31
abbott laboratories	-39.28
ameriprise finl inc	-37.08
international business machs	-34.99

WRIGHT INVESTORS SERVICE INC reduced stake in above stock

Sold off

Ticker	$ Sold
zoom communications inc	-1,345,610
american homes 4 rent	-496,555
ugi corp new	-492,841
paypal hldgs inc	-590,689
new york times co	-580,074
eog res inc	-778,124
bjs whsl club hldgs inc	-613,464
tko group holdings inc	-1,148,870

WRIGHT INVESTORS SERVICE INC got rid off the above stocks

Sector Distribution

WRIGHT INVESTORS SERVICE INC has about 28.2% of it's holdings in Technology sector.

Sector	%
Technology	28.2
Financial Services	14.4
Healthcare	10.2
Communication Services	9.5
Consumer Cyclical	9.3
Industrials	7.6
Consumer Defensive	5.6
Energy	5.5
Others	3.8
Utilities	3
Real Estate	1.6
Basic Materials	1.2

Market Cap. Distribution

WRIGHT INVESTORS SERVICE INC has about 95.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	58.6
LARGE-CAP	36.5
UNALLOCATED	3.5
MID-CAP	1.4

Stocks belong to which Index?

About 91.3% of the stocks held by WRIGHT INVESTORS SERVICE INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	91.3
Others	8.2

Top 5 Winners (%)		%
OXY	occidental pete corp	57.2 %
VLO	valero energy corp	50.7 %
VRT	vertiv holdings co	50.3 %
MTZ	mastec inc	46.9 %
COP	conocophillips	40.9 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	1.9 M
CAT	caterpillar inc	1.4 M
AMAT	applied matls inc	1.4 M
GILD	gilead sciences inc	0.9 M
BMY	bristol-myers squibb co	0.7 M

Top 5 Losers (%)		%
APP	applovin corp	-40.9 %
	gen digital inc	-30.3 %
QCOM	qualcomm inc	-24.5 %
ORCL	oracle corp	-24.5 %
CRM	salesforce inc	-24.0 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-3.9 M
META	meta platforms inc	-1.4 M
AVGO	broadcom inc	-1.3 M
AMZN	amazon com inc	-1.2 M
NVDA	nvidia corporation	-1.1 M

WRIGHT INVESTORS SERVICE INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WRIGHT INVESTORS SERVICE INC

WRIGHT INVESTORS SERVICE INC has 148 stocks in it's portfolio. About 33.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for WRIGHT INVESTORS SERVICE INC last quarter.

Last Reported on: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.19	9,250	613,553	new

AAPL	apple inc	4.74	59,390	15,072,600	reduced	-0.83

ABBV	abbvie inc	0.89	13,010	2,829,540	reduced	-23.49

ABC	cencora inc	0.28	2,851	895,613	reduced	-0.18

ABNB	airbnb inc	0.27	6,723	848,980	new

ABT	abbott laboratories	0.13	3,960	406,573	reduced	-39.28

ACGL	arch cap group ltd	0.00	0.00	0.00	sold off	-100

ACN	accenture plc ireland	0.31	5,005	992,441	reduced	-42.31

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADT	adt inc del	0.17	83,633	549,469	reduced	-3.29

AGCO	agco corp	0.00	0.00	0.00	sold off	-100

AMAT	applied matls inc	1.69	15,671	5,356,190	reduced	-8.76

AMD	advanced micro devices inc	0.32	4,955	1,008,000	added	157

AMGN	amgen inc	0.92	8,347	2,936,890	reduced	-1.06

AMH	american homes 4 rent	0.00	0.00	0.00	sold off	-100

AMP	ameriprise finl inc	0.15	1,064	472,842	reduced	-37.08

AMT	american tower corp new	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	3.47	52,921	11,021,900	reduced	-0.92

ANET	arista networks inc	0.54	14,022	1,721,620	reduced	-0.2

APH	amphenol corp	0.60	15,094	1,907,130	added	147