WRIGHT INVESTORS SERVICE INC

CIK

108572

Location

SHELTON, CT

Portfolio Value

Small $312,934,165

Diversification

Diversified

Filing Date

Global Rank

#3,043 / 8,232 ▲ 99

Top Industry

Semiconductors 9.6%

3Y Alpha vs SPY

-0.7%

Period ended 2 months ago

Filed Apr 29, 2026 · 45d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.6%

SPY

+76.5%

Annualised alpha

-0.7%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

147 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.0%

−0.1 pts

Top 5

20.9%

−2.3 pts

Top 10

33.9%

−3.0 pts

HHI

182

Diversified−21

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.5%	$89,041,905	28
Financial Services	15.4%	$48,085,713	20
Healthcare	10.9%	$34,161,303	13
Consumer Cyclical	9.9%	$31,024,147	20
Communication Services	9.3%	$29,194,078	11
Industrials	8.3%	$26,011,767	20
Energy	5.8%	$18,232,537	9
Consumer Defensive	5.7%	$17,687,125	11
Utilities	3.0%	$9,389,311	4
Real Estate	1.7%	$5,233,083	6
Basic Materials	1.6%	$4,873,196	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKR	Baker Hughes Co	+27,405	36,720	$2,241,755
MRK	Merck & Co., Inc.	+24,272	27,928	$3,359,458
T	At&T Inc.	+22,517	68,017	$1,971,812
CVX	Chevron Corp	+12,894	19,614	$4,058,136
SCHW	Schwab Charles Corp	+10,709	71,784	$6,746,259
APH	Amphenol Corp /De/	+9,004	15,094	$1,907,126
NRG	Nrg Energy, Inc.	+6,694	32,241	$4,711,699
BMY	Bristol Myers Squibb Co	+6,146	110,716	$6,714,924
MLI	Mueller Industries Inc	+6,039	12,381	$1,371,814
CRM	Salesforce, Inc.	+5,950	12,136	$2,265,426
STLD	Steel Dynamics Inc	+3,052	8,607	$1,549,260
AMD	Advanced Micro Devices Inc	+3,029	4,955	$1,007,994
CMCSA	Comcast Corp	+2,900	101,837	$2,923,740
BA	Boeing Co	+2,673	10,075	$2,005,226
EXPE	Expedia Group, Inc.	+2,325	8,805	$2,032,986
PNC	Pnc Financial Services Group, Inc.	+2,293	5,045	$1,049,813
USFD	US Foods Holding Corp.	+2,088	15,515	$1,430,637
MSFT	Microsoft Corp	+1,266	34,648	$12,825,650
LMT	Lockheed Martin Corp	+1,148	1,742	$1,052,847
RTX	RTX Corp	+919	10,323	$1,991,306
VRT	Vertiv Holdings Co	+638	5,994	$1,501,976
BEN	Franklin Resources Inc	+116	19,290	$455,629
BP	Bp PLC	+66	14,363	$675,061
TFC	Truist Financial Corp	+57	10,112	$464,848
PM	Philip Morris International Inc.	+44	8,281	$1,369,180
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
G	Genpact LTD	−16,885	7,400	$275,649
SYF	Synchrony Financial	−10,449	30,898	$2,101,681
PGR	Progressive Corp/Oh/	−9,243	18,373	$3,642,263
NEE	Nextera Energy Inc	−8,811	40,322	$3,745,107
GOOGL	Alphabet Inc.	−5,700	37,301	$10,726,275
UNH	Unitedhealth Group Inc	−5,453	6,633	$1,794,823
CL	Colgate Palmolive Co	−4,882	5,236	$446,264
AVGO	Broadcom Inc.	−4,810	32,313	$10,001,196
NFLX	Netflix Inc	−4,317	14,783	$1,421,385
PFE	Pfizer Inc	−4,263	75,000	$2,105,999
ABBV	AbbVie Inc.	−3,995	13,010	$2,829,544
ACN	Accenture plc	−3,671	5,005	$992,441
HD	Home Depot, Inc.	−3,663	1,809	$594,962
CBRE	Cbre Group, Inc.	−3,228	6,215	$841,883
IBM	International Business Machines Corp	−2,949	5,478	$1,327,811
ADT	ADT Inc.	−2,843	83,633	$549,468
AXP	American Express Co	−2,593	14,034	$4,245,003
ABT	Abbott Laboratories	−2,562	3,960	$406,572
JBL	Jabil Inc	−2,136	4,593	$1,220,037
BAC	Bank Of America Corp /De/	−2,075	92,688	$4,518,539
VICI	Vici Properties Inc.	−1,840	55,055	$1,504,101
KR	Kroger Co	−1,525	26,692	$1,931,432
AMAT	Applied Materials Inc /De	−1,505	15,671	$5,356,190
META	Meta Platforms, Inc.	−1,304	15,009	$8,587,098
M	Macy's, Inc.	−1,174	21,559	$390,001
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	1,545	$1,348,630
PINS	Pinterest, Inc.	53,854	$987,681
ROST	Ross Stores, Inc.	3,979	$861,970
CSL	Carlisle Companies Inc	2,581	$861,073
ABNB	Airbnb, Inc.	6,723	$848,980
SPG	Simon Property Group Inc.	4,450	$830,058
ST	Sensata Technologies Holding plc	23,247	$818,758
ROP	Roper Technologies Inc	1,841	$651,456
SLB	Slb Limited/Nv	12,257	$629,886
AA	Alcoa Corp	9,250	$613,552
MDT	Medtronic plc	7,043	$610,275
CHWY	Chewy, Inc.	20,486	$553,122
FERG	Ferguson Enterprises Inc. /DE/	2,148	$501,042
WDC	Western Digital Corp	1,826	$493,914
CEG	Constellation Energy Corp	1,618	$451,825
VRSK	Verisk Analytics, Inc.	2,310	$438,322
CCL	Carnival Corp Ltd.	16,163	$418,298
DLR	Digital Realty Trust, Inc.	1,134	$204,358
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	3,216	$1,616,521
ZM	Zoom Communications, Inc.	15,594	$1,345,605
TKO	TKO Group Holdings, Inc.	5,497	$1,148,873
EOG	Eog Resources Inc	7,410	$778,124
BJ	BJ's Wholesale Club Holdings, Inc.	6,814	$613,464
FIVE	Five Below, Inc	3,214	$605,389
PYPL	PayPal Holdings, Inc.	10,118	$590,688
NYT	New York Times Co	8,356	$580,073
EME	EMCOR Group, Inc.	946	$578,752
AMH	American Homes 4 Rent	15,469	$496,554
UGI	Ugi Corp /Pa/	13,167	$492,840
GNRC	Generac Holdings Inc.	3,585	$488,886
AGCO	Agco Corp /De	4,575	$477,263
ADBE	Adobe Inc.	1,362	$476,686
FTNT	Fortinet, Inc.	4,630	$367,668
ACGL	Arch Capital Group Ltd.	3,744	$359,123
AMT	American Tower Corp /Ma/	1,946	$341,659
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

147 positions · $312,934,165 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 147 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	90,416	-286	$15,768,550	−6.8%	5.04%
AAPL	Apple Inc. Technology	Reduced	59,390	-496	$15,072,588	−7.4%	4.82%
MSFT	Microsoft Corp Technology	Added	34,648	+1,266	$12,825,650	−20.6%	4.10%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	52,921	-493	$11,021,856	−10.6%	3.52%
GOOGL	Alphabet Inc. Communication Services	Reduced	37,301	-5,700	$10,726,275	−20.3%	3.43%
AVGO	Broadcom Inc. Technology	Reduced	32,313	-4,810	$10,001,196	−22.2%	3.20%
META	Meta Platforms, Inc. Communication Services	Reduced	15,009	-1,304	$8,587,098	−20.3%	2.74%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	56,272	-981	$7,842,628	+11.6%	2.51%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	25,221	-535	$7,419,008	−10.6%	2.37%
CAT	Caterpillar Inc Industrials	Reduced	9,758	-1,110	$6,913,151	+11.0%	2.21%
SCHW	Schwab Charles Corp Financial Services	Added	71,784	+10,709	$6,746,259	+10.6%	2.16%
BMY	Bristol Myers Squibb Co Healthcare	Added	110,716	+6,146	$6,714,924	+19.0%	2.15%
XOM	Exxon Mobil Corp Energy	Reduced	37,170	-736	$6,306,261	+38.2%	2.02%
AMAT	Applied Materials Inc /De Technology	Reduced	15,671	-1,505	$5,356,190	+21.3%	1.71%
KO	Coca Cola Co Consumer Defensive	Reduced	63,642	-615	$4,839,973	+7.7%	1.55%
NRG	Nrg Energy, Inc. Utilities	Added	32,241	+6,694	$4,711,699	+15.8%	1.51%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	12,313	-38	$4,577,357	−17.6%	1.46%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	92,688	-2,075	$4,518,539	−13.3%	1.44%
AXP	American Express Co Financial Services	Reduced	14,034	-2,593	$4,245,003	−31.0%	1.36%
V	Visa Inc. Financial Services	Added	13,731	+16	$4,150,057	−13.7%	1.33%
CVX	Chevron Corp Energy	Added	19,614	+12,894	$4,058,136	+296.2%	1.30%
NEE	Nextera Energy Inc Utilities	Reduced	40,322	-8,811	$3,745,107	−5.1%	1.20%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	18,373	-9,243	$3,642,263	−42.1%	1.16%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,290	-126	$3,629,296	−6.5%	1.16%
CSCO	Cisco Systems, Inc. Technology	Reduced	46,420	-170	$3,601,727	+0.4%	1.15%
MRK	Merck & Co., Inc. Healthcare	Added	27,928	+24,272	$3,359,458	+773.0%	1.07%
WMT	Walmart Inc. Consumer Defensive	Reduced	24,844	-92	$3,087,612	+11.1%	0.99%
AMGN	Amgen Inc Healthcare	Reduced	8,347	-89	$2,936,891	+6.4%	0.94%
CMCSA	Comcast Corp Communication Services	Added	101,837	+2,900	$2,923,740	+5.5%	0.93%
ABBV	AbbVie Inc. Healthcare	Reduced	13,010	-3,995	$2,829,544	−27.2%	0.90%
DAL	Delta Air Lines, Inc. Industrials	Reduced	40,381	-480	$2,684,528	−5.3%	0.86%
LRCX	Lam Research Corp Technology	Reduced	11,093	-22	$2,370,130	+24.6%	0.76%
EBAY	Ebay Inc Consumer Cyclical	Reduced	25,791	-377	$2,347,496	+3.0%	0.75%
LLY	ELI LILLY & Co Healthcare	Reduced	2,521	-253	$2,318,740	−22.2%	0.74%
CRM	Salesforce, Inc. Technology	Added	12,136	+5,950	$2,265,426	+38.2%	0.72%
BKR	Baker Hughes Co Energy	Added	36,720	+27,405	$2,241,755	+428.5%	0.72%
ORCL	Oracle Corp Technology	Reduced	14,703	-62	$2,162,958	−24.8%	0.69%
PFE	Pfizer Inc Healthcare	Reduced	75,000	-4,263	$2,105,999	+6.7%	0.67%
SYF	Synchrony Financial Financial Services	Reduced	30,898	-10,449	$2,101,681	−39.1%	0.67%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,077	-11	$2,069,585	+14.9%	0.66%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	17,507	-89	$2,058,998	−0.2%	0.66%
NTAP	NetApp, Inc. Technology	Reduced	20,067	-314	$2,054,659	−5.9%	0.66%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	8,805	+2,325	$2,032,986	+10.7%	0.65%
BA	Boeing Co Industrials	Added	10,075	+2,673	$2,005,226	+24.8%	0.64%
RTX	RTX Corp Industrials	Added	10,323	+919	$1,991,306	+15.5%	0.64%
T	At&T Inc. Communication Services	Added	68,017	+22,517	$1,971,812	+74.5%	0.63%
KR	Kroger Co Consumer Defensive	Reduced	26,692	-1,525	$1,931,432	+9.6%	0.62%
APH	Amphenol Corp /De/ Technology	Added	15,094	+9,004	$1,907,126	+131.7%	0.61%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	23,915	-875	$1,903,872	−17.6%	0.61%
C	Citigroup Inc Financial Services	Reduced	16,497	-291	$1,870,923	−4.5%	0.60%