§ 13F · FUND PROFILE
WRIGHT INVESTORS SERVICE INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $345M (13F)Positions · 234Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 90K | $16M | 5.0% | ±0% |
| 2 | AAPL | APPLE INC | 59K | $15M | 4.7% | −1% |
| 3 | MSFT | MICROSOFT CORP | 35K | $13M | 4.0% | +4% |
| 4 | AMZN | AMAZON COM INC | 44K | $9M | 2.9% | −1% |
| 5 | AVGO | BROADCOM INC | 27K | $8M | 2.6% | −13% |
| 6 | META | META PLATFORMS INC | 13K | $8M | 2.4% | −8% |
| 7 | GOOGL | ALPHABET INC | 25K | $7M | 2.3% | −13% |
| 8 | CAT | CATERPILLAR INC | 8K | $6M | 1.7% | −10% |
| 9 | SCHW | SCHWAB CHARLES CORP | 58K | $5M | 1.7% | +18% |
| 10 | GILD | GILEAD SCIENCES INC | 35K | $5M | 1.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WRIGHT SIGNAL
AC read
WRIGHT INVESTORS SERVICE INC is a Other fund managing $345 million in assets. The fund runs a broad portfolio of 234 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed