WRIGHT INVESTORS SERVICE INC
Long book
$317.7M
Q1 2026
Positions
148
Top-10 weight
33%
concentration
Last quarter
+13.7%
SPY +14.8%
Turnover
21%
of book per quarter
Strategy in plain words
auto-generated from filingsWRIGHT INVESTORS SERVICE INC is an institutional manager, running a $317.7M US long book across 148 positions.
The portfolio is moderately concentrated (top 10 ≈ 33% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A.
Over the last 9 quarters its long book ran on average 0.2pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.2%
Q2 2024
+7.5%
Q3 2024
+1.6%
Q4 2024
-3.0%
Q1 2025
+11.8%
Q2 2025
+8.0%
Q3 2025
+3.3%
Q4 2025
-3.1%
Q1 2026
+13.7%
Sector allocation
Technology 36%
Financials 15%
Industrials 13%
Healthcare 10%
Consumer discretionary 8%
Energy 5%
Services media 5%
Utilities 3%
Long book by quarter
What does WRIGHT INVESTORS own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 90.4K | $15.8M | 5.0% | -0.3% |
| AAPL APPLE INC | Technology | 59.4K | $15.1M | 4.7% | -0.8% |
| MSFT MICROSOFT CORP | Technology | 34.6K | $12.8M | 4.0% | +3.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 52.9K | $11.0M | 3.5% | -0.9% |
| GOOGL ALPHABET INC-CL A | Technology | 37.3K | $10.7M | 3.4% | -13.3% |
| AVGO BROADCOM INC | Technology | 32.3K | $10.0M | 3.1% | -13.0% |
| META META PLATFORMS INC-CLASS A | Technology | 15.0K | $8.6M | 2.7% | -8.0% |
| GILD GILEAD SCIENCES INC | Healthcare | 56.3K | $7.8M | 2.5% | -1.7% |
| JPM JPMORGAN CHASE & CO | Financials | 25.2K | $7.4M | 2.3% | -2.1% |
| CAT CATERPILLAR INC | Industrials | 9.8K | $6.9M | 2.2% | -10.2% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 71.8K | $6.7M | 2.1% | +17.5% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 110.7K | $6.7M | 2.1% | +5.9% |
| XOM EXXON MOBIL CORP | Energy | 37.2K | $6.3M | 2.0% | -1.9% |
| AMAT APPLIED MATERIALS INC | Technology | 15.7K | $5.4M | 1.7% | -8.8% |
| KO COCA-COLA CO/THE | Consumer staples | 63.6K | $4.8M | 1.5% | -1.0% |
| GOOG ALPHABET INC-CL C | Technology | 16.7K | $4.8M | 1.5% | -21.0% |
| NRG NRG ENERGY INC | Utilities | 32.2K | $4.7M | 1.5% | +26.2% |
| TSLA TESLA INC | Industrials | 12.3K | $4.6M | 1.4% | -0.3% |
| BAC BANK OF AMERICA CORP | Financials | 92.7K | $4.5M | 1.4% | -2.2% |
| AXP AMERICAN EXPRESS CO | Financials | 14.0K | $4.2M | 1.3% | -15.6% |
| V VISA INC-CLASS A SHARES | Services media | 13.7K | $4.2M | 1.3% | +0.1% |
| CVX CHEVRON CORP | Energy | 19.6K | $4.1M | 1.3% | +191.9% |
| NEE NEXTERA ENERGY INC | Utilities | 40.3K | $3.7M | 1.2% | -17.9% |
| PGR PROGRESSIVE CORP | Financials | 18.4K | $3.6M | 1.1% | -33.5% |
| GS GOLDMAN SACHS GROUP INC | Financials | 4.3K | $3.6M | 1.1% | -2.9% |
| CSCO CISCO SYSTEMS INC | Technology | 46.4K | $3.6M | 1.1% | -0.4% |
| MRK MERCK & CO. INC. | Healthcare | 27.9K | $3.4M | 1.1% | +663.9% |
| WMT WALMART INC | Consumer discretionary | 24.8K | $3.1M | 1.0% | -0.4% |
| AMGN AMGEN INC | Healthcare | 8.3K | $2.9M | 0.9% | -1.1% |
| CMCSA COMCAST CORP-CLASS A | Communications | 101.8K | $2.9M | 0.9% | +2.9% |
| ABBV ABBVIE INC | Healthcare | 13.0K | $2.8M | 0.9% | -23.5% |
| DAL DELTA AIR LINES INC | Industrials | 40.4K | $2.7M | 0.8% | -1.2% |
| LRCX LAM RESEARCH CORP | Industrials | 11.1K | $2.4M | 0.7% | -0.2% |
| EBAY EBAY INC | Services media | 25.8K | $2.3M | 0.7% | -1.4% |
| LLY ELI LILLY & CO | Healthcare | 2.5K | $2.3M | 0.7% | -9.1% |
| CRM SALESFORCE INC | Technology | 12.1K | $2.3M | 0.7% | +96.2% |
| BKR BAKER HUGHES CO | Industrials | 36.7K | $2.2M | 0.7% | +294.2% |
| ORCL ORACLE CORP | Technology | 14.7K | $2.2M | 0.7% | -0.4% |
| PFE PFIZER INC | Healthcare | 75.0K | $2.1M | 0.7% | -5.4% |
| SYF SYNCHRONY FINANCIAL | Financials | 30.9K | $2.1M | 0.7% | -25.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.1K | $2.1M | 0.7% | -0.5% |
| PHM PULTEGROUP INC | Industrials | 17.5K | $2.1M | 0.6% | -0.5% |
| NTAP NETAPP INC | Technology | 20.1K | $2.1M | 0.6% | -1.5% |
| EXPE EXPEDIA GROUP INC | Industrials | 8.8K | $2.0M | 0.6% | +35.9% |
| BA BOEING CO/THE | Industrials | 10.1K | $2.0M | 0.6% | +36.1% |
| RTX RTX CORP | Industrials | 10.3K | $2.0M | 0.6% | +9.8% |
| T AT&T INC | Communications | 68.0K | $2.0M | 0.6% | +49.5% |
| KR KROGER CO | Consumer discretionary | 26.7K | $1.9M | 0.6% | -5.4% |
| APH AMPHENOL CORP-CL A | Technology | 15.1K | $1.9M | 0.6% | +147.8% |
| WFC WELLS FARGO & CO | Financials | 23.9K | $1.9M | 0.6% | -3.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 238 | $317.7M | confidential canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 26, 2026 | 235 | $333.1M | confidential canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 28, 2025 | 234 | $345.4M | confidential canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 11, 2025 | 223 | $331.3M | confidential canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 9, 2025 | 224 | $302.5M | confidential canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 13, 2025 | 211 | $307.9M | confidential canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 4, 2024 | 217 | $382.1M | confidential canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 26, 2024 | 220 | $379.7M | confidential canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 2, 2024 | 223 | $394.5M | confidential canonical | SEC ↗ |
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