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Latest WRIGHT INVESTORS SERVICE INC Stock Portfolio

$365Million | No. of Holdings #148

WRIGHT INVESTORS SERVICE INC Performance

2026 Q2+13.90%
YTD+10.33%
2025+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 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, WRIGHT INVESTORS SERVICE INC reported an equity portfolio of $365.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of WRIGHT INVESTORS SERVICE INC are NVDA, AAPL, MSFT. The fund has invested 4.9% of it's portfolio in NVIDIA CORPORATION and 4.7% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off MASTEC INC (MTZ), CENCORA INC (ABC) and CSX CORP (CSX) stocks. They significantly reduced their stock positions in BLACKROCK INC, SALESFORCE INC (CRM) and ACCENTURE PLC IRELAND (ACN). WRIGHT INVESTORS SERVICE INC opened new stock positions in KLA CORP (KLAC), CVS HEALTH CORP (CVS) and PROLOGIS INC. (PLD). The fund showed a lot of confidence in some stocks as they added substantially to OMNICOM GROUP INC (OMC), VERISK ANALYTICS INC (VRSK) and MICRON TECHNOLOGY INC (MU).
WRIGHT INVESTORS SERVICE INC Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$365Million
  as of Aug 05, 2026

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

Our best estimate is that WRIGHT INVESTORS SERVICE INC made a return of 13.9% in the last quarter. In trailing 12 months, it's portfolio return was 21.89%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
kla corp1,918,880
cvs health corp1,624,890
prologis inc.1,553,980
crowdstrike hldgs inc1,389,680
cloudflare inc1,118,720
darling ingredients inc791,717
simpson mfg inc686,249
invesco ltd677,669
New stocks bought by WRIGHT INVESTORS SERVICE INC

Additions

Ticker% Inc.
omnicom group inc434
verisk analytics inc178
micron technology inc167
the cigna group77.66
interactive brokers group in66.21
expedia group inc63.19
maplebear inc51.89
advanced micro devices inc42.93
Additions to existing portfolio by WRIGHT INVESTORS SERVICE INC

Reductions

Ticker% Reduced
blackrock inc-71.68
salesforce inc-67.99
accenture plc ireland-63.16
pfizer inc-54.74
carlisle cos inc-53.39
nxp semiconductors n v-48.11
simon ppty group inc new-41.84
wells fargo & co-37.75
WRIGHT INVESTORS SERVICE INC reduced stake in above stock

Sold off

Ticker$ Sold
macys inc-390,002
csx corp-685,001
carnival corp-418,298
slb limited-629,887
crh plc-614,532
abbott laboratories-406,573
mastec inc-1,173,710
cencora inc-895,613
WRIGHT INVESTORS SERVICE INC got rid off the above stocks

Sector Distribution

WRIGHT INVESTORS SERVICE INC has about 34.7% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Energy
  • Others
  • Utilities
  • Real Estate
  • Basic Materials
Sector%
Technology34.7
Financial Services14.1
Communication Services9.7
Healthcare9.2
Consumer Cyclical9
Industrials7.1
Consumer Defensive4.6
Energy3.7
Others2.5
Utilities2.2
Real Estate1.8
Basic Materials1.4

Market Cap. Distribution

WRIGHT INVESTORS SERVICE INC has about 95.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP62.7
LARGE-CAP33
UNALLOCATED2.5
MID-CAP1.8

Stocks belong to which Index?

About 91.5% of the stocks held by WRIGHT INVESTORS SERVICE INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50091.5
Others7.9
Top 5 Winners (%)%
FLEX
flex ltd
144.0 %
AMD
advanced micro devices inc
123.3 %
PANW
palo alto networks inc
112.6 %
AMAT
applied matls inc
108.6 %
WDC
western digital corp
103.5 %
Top 5 Winners ($)$
AMAT
applied matls inc
6.0 M
MU
micron technology inc
4.6 M
CAT
caterpillar inc
3.1 M
LRCX
lam research corp
2.7 M
GOOG
alphabet inc
2.6 M
Top 5 Losers (%)%
T
at&t inc
-28.2 %
CHWY
chewy inc
-27.1 %
G
genpact limited
-26.1 %
NFLX
netflix inc.
-25.7 %
ACN
accenture plc ireland
-25.5 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-1.2 M
CVX
chevron corporation
-0.8 M
GILD
gilead sciences inc
-0.7 M
T
at&t inc
-0.6 M
KR
kroger co
-0.4 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 34% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for WRIGHT INVESTORS SERVICE INC last quarter.

$365.76MTotal Value
162Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of WRIGHT INVESTORS SERVICE INC, last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change