Latest WRIGHT INVESTORS SERVICE INC Stock Portfolio

WRIGHT INVESTORS SERVICE INC Performance:

2025 Q4: -0.16%YTD: 12.93%2024: 20.19%

Performance for 2025 Q4 is -0.16%, and YTD is 12.93%, and 2024 is 20.19%.

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

WRIGHT INVESTORS SERVICE INC is a hedge fund based in SHELTON, CT. On 07-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $49.6 Millions. In it's latest 13F Holdings report, WRIGHT INVESTORS SERVICE INC reported an equity portfolio of $333.1 Millions as of 31 Dec, 2025.

The top stock holdings of WRIGHT INVESTORS SERVICE INC are NVDA, AAPL, MSFT. The fund has invested 5.1% of it's portfolio in NVIDIA CORPORATION and 4.9% of portfolio in APPLE INC.

The fund managers got completely rid off HOWMET AEROSPACE INC (HWM), SERVICENOW INC (NOW) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), VERIZON COMMUNICATIONS INC (VZ) and ARCH CAP GROUP LTD (ACGL). WRIGHT INVESTORS SERVICE INC opened new stock positions in WALMART INC (WMT), AMPHENOL CORP NEW (APH) and DOLLAR GEN CORP NEW (DG). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), PFIZER INC (PFE) and GENPACT LIMITED (G).

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

Our best estimate is that WRIGHT INVESTORS SERVICE INC made a return of -0.16% in the last quarter. In trailing 12 months, it's portfolio return was 12.93%.

Performance
S&P 500

New Buys

Ticker	$ Bought
walmart inc	2,778,120
amphenol corp new	823,003
dollar gen corp new	674,339
middleby corp	671,988
five below inc	605,389
new york times co	580,074
sharkninja inc	545,513
oshkosh corp	531,792

New stocks bought by WRIGHT INVESTORS SERVICE INC

Additions

Ticker	% Inc.
netflix inc	548
pfizer inc	251
genpact limited	158
schwab charles corp	145
eli lilly & co	88.32
valero energy corp	75.39
nxp semiconductors n v	55.67
cencora inc	49.37

Additions to existing portfolio by WRIGHT INVESTORS SERVICE INC

Reductions

Ticker	% Reduced
adobe inc	-86.27
verizon communications inc	-67.95
arch cap group ltd	-59.75
at&t inc	-59.29
arista networks inc	-52.32
the cigna group	-46.07
disney walt co	-46.00
eog res inc	-26.84

WRIGHT INVESTORS SERVICE INC reduced stake in above stock

Sold off

Ticker	$ Sold
chipotle mexican grill inc	-640,090
howmet aerospace inc	-2,263,710
nisource inc	-475,954
pilgrims pride corp	-416,036
howard hughes holdings inc	-785,792
borgwarner inc	-333,525
honeywell intl inc	-846,210
builders firstsource inc	-330,528

WRIGHT INVESTORS SERVICE INC got rid off the above stocks

Sector Distribution

WRIGHT INVESTORS SERVICE INC has about 30.4% of it's holdings in Technology sector.

Sector	%
Technology	30.4
Financial Services	16.5
Communication Services	10.8
Consumer Cyclical	9.4
Healthcare	9.3
Industrials	6.3
Consumer Defensive	5.1
Others	3.9
Energy	3
Utilities	2.7
Real Estate	1.7

Market Cap. Distribution

WRIGHT INVESTORS SERVICE INC has about 93.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	50.5
LARGE-CAP	42.8
UNALLOCATED	3.8
MID-CAP	2.8

Stocks belong to which Index?

About 90.7% of the stocks held by WRIGHT INVESTORS SERVICE INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	90.7
Others	9.1

Top 5 Winners (%)		%
MU	micron technology inc	70.5 %
FCX	freeport-mcmoran inc	29.5 %
EXPE	expedia group inc	29.4 %
GOOG	alphabet inc	28.8 %
LLY	eli lilly & co	28.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	3.3 M
GOOG	alphabet inc	1.5 M
CAT	caterpillar inc	1.1 M
AAPL	apple inc	1.0 M
AMAT	applied matls inc	0.9 M

Top 5 Losers (%)		%
NFLX	netflix inc	-87.2 %
ORCL	oracle corp	-29.9 %
KMB	kimberly-clark corp	-18.6 %
GNRC	generac hldgs inc	-18.5 %
TMUS	t-mobile us inc	-15.2 %

Top 5 Losers ($)		$
NFLX	netflix inc	-12.2 M
ORCL	oracle corp	-1.3 M
META	meta platforms inc	-1.3 M
MSFT	microsoft corp	-1.2 M
PGR	progressive corp	-0.5 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 147 stocks in it's portfolio. About 36.2% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for WRIGHT INVESTORS SERVICE INC last quarter.

Last Reported on: 26 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.89	59,886	16,280,600	reduced	-1.92

ABBV	abbvie inc	1.17	17,005	3,885,470	added	11.52

ABC	cencora inc	0.29	2,856	964,614	added	49.37

ABT	abbott labs	0.24	6,522	817,141	reduced	-0.29

ACGL	arch cap group ltd	0.11	3,744	359,124	reduced	-59.75

ACN	accenture plc ireland	0.70	8,676	2,327,770	added	14.38

ADBE	adobe inc	0.14	1,362	476,686	reduced	-86.27

ADT	adt inc del	0.21	86,476	697,861	reduced	-0.3

AGCO	agco corp	0.14	4,575	477,264	reduced	-0.28

AMAT	applied matls inc	1.32	17,176	4,414,060	reduced	-0.36

AMD	advanced micro devices inc	0.12	1,926	412,472	new

AMGN	amgen inc	0.83	8,436	2,761,190	reduced	-13.88

AMH	american homes 4 rent	0.15	15,469	496,555	new

AMP	ameriprise finl inc	0.25	1,691	829,165	reduced	-19.36

AMT	american tower corp new	0.10	1,946	341,659	reduced	-19.35

AMZN	amazon com inc	3.70	53,414	12,329,000	reduced	-17.67

ANET	arista networks inc	0.55	14,050	1,840,970	reduced	-52.32

APH	amphenol corp new	0.25	6,090	823,003	new

APP	applovin corp	0.50	2,449	1,650,180	reduced	-19.36

AVGO	broadcom inc	3.86	37,123	12,848,300	reduced	-11.95