Institutional Fund
Wright Investors Service Inc
Shelton, CTCIK 1085725 filings on record
Portfolio Value
$317.71M
Q1 2026
Holdings
148
Reported positions
New Buys
18
Opened this quarter
QoQ Change
-4.6%
from $333.10M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation5.0%
- Apple Inc4.7%
- Microsoft Corp4.0%
- Amazon Com Inc3.5%
- Alphabet Inc3.4%
- Broadcom Inc3.1%
- Other76.3%
Portfolio Holdings
148 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 90.4K | $15.77M | 5.0% | −286 | Reduced |
| 2 | Apple Inc | 59.4K | $15.07M | 4.7% | −496 | Reduced |
| 3 | Microsoft Corp | 34.6K | $12.83M | 4.0% | +1.3K | Added |
| 4 | Amazon Com Inc | 52.9K | $11.02M | 3.5% | −493 | Reduced |
| 5 | Alphabet Inc | 37.3K | $10.73M | 3.4% | −5.7K | Reduced |
| 6 | Broadcom Inc | 32.3K | $10.00M | 3.1% | −4.8K | Reduced |
| 7 | Meta Platforms Inc | 15.0K | $8.59M | 2.7% | −1.3K | Reduced |
| 8 | Gilead Sciences Inc | 56.3K | $7.84M | 2.5% | −981 | Reduced |
| 9 | Jpmorgan Chase & Co. | 25.2K | $7.42M | 2.3% | −535 | Reduced |
| 10 | Caterpillar Inc | 9.8K | $6.91M | 2.2% | −1.1K | Reduced |
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