WRIGHT INVESTORS SERVICE INC

Q2 2026 13F-HR Holdings

Location
Shelton, CT
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
148
Total value ($000)
$365,761
Net value change ($000)
+48,049 (15.1%)
New positions
14
Sold out positions
14
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 8,382 815.4%
AMAT 6,263 116.9%
LRCX 3,512 148.2%
AMD 3,106 308.1%
GOOGL 2,275 21.2%
NVDA 2,220 14.1%
AAPL 2,017 13.4%
OMC 1,969 417.2%
KLAC 1,919 NEW
CSCO 1,722 47.8%
Top Reduces (Value $000, Stocks/ETFs)
BMY -2,539 -37.8%
CRM -1,656 -73.1%
BLK -1,329 -71.7%
PFE -1,289 -61.2%
XOM -1,282 -20.3%
MTZ -1,174 -100.0%
CVX -1,096 -27.0%
CMCSA -985 -33.7%
NRG -897 -19.0%
COR -896 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type