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McInroy & Wood Limited
Wendy Ferguson · Investment Advisor · Value
McInroy & Wood Limited is an independent investment management firm founded in 1986 by Alan McInroy and Victor Wood in Haddington, Scotland. The firm provides discretionary portfolio management for private clients, families, trusts, and charities, emphasizing long-term wealth preservation and capital growth. It is family-controlled and employee-owned, which fosters a culture of independence and alignment with client interests. The firm is known for its personal service and direct global investment strategy, avoiding the use of third-party funds to maintain full accountability for investment decisions.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.8% |
| YTD return | +13.7% |
| Sharpe ratio | 4.68 |
| Win rate | 56% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.mcinroy-wood.co.uk |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ASML | ASML Holding NV ADR | 11.4% | +56.3% |
| TTE | TotalEnergies SE ADR | 7.4% | +29.6% |
| AIQUY | Air Liquide SA ADR | 7.1% | +9.9% |
| PWR | Quanta Services Inc | 6.9% | +36.3% |
| RIO | Rio Tinto ADR | 6.0% | +36.1% |
| SHEL | Shell PLC ADR | 6.0% | +27.9% |
| WSO | Watsco Inc | 5.8% | -17.4% |
| EW | Edwards Lifesciences Corp | 5.6% | +15.2% |
| ABBV | AbbVie Inc | 5.5% | +12.3% |
| MSFT | Microsoft Corporation | 5.2% | +3.9% |
| MTD | Mettler-Toledo International Inc | 5.1% | +16.1% |
| KRYAY | Kerry Group PLC ADR | 4.9% | 0.0% |
| NVO | Novo Nordisk A/S | 3.7% | -26.1% |
| PAYX | Paychex Inc | 3.6% | -1.7% |
| IDXX | IDEXX Laboratories Inc | 3.3% | -15.3% |
| ADSK | Autodesk Inc | 2.6% | -5.5% |
| KAI | Kadant Inc | 2.6% | -8.1% |
| EXPGY | Experian plc PK | 2.5% | 0.0% |
| SAP | SAP SE ADR | 2.5% | -11.0% |
| ECL | Ecolab Inc | 2.3% | +2.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jun 29, 2026 | BUY | AIQUY | 7.1% → 7.1% |
| Jun 29, 2026 | SELL | KAI | 2.6% → 2.6% |
| Jun 29, 2026 | BUY | MSFT | 5.2% → 5.2% |
| Jun 29, 2026 | SELL | EW | 5.6% → 5.6% |
| Jun 29, 2026 | BUY | TTE | 7.4% → 7.4% |
Investment Style Analysis
McInroy & Wood Limited is widely recognized for employing a Value strategy. As of Sep 22, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Integrated and Semiconductor Equipment & Materials sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jun 29, McInroy & Wood Limited made a significant move by increasing exposure to AIQUY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
McInroy & Wood employs a patient, global investment strategy focused on direct investment in high-quality companies with sustainable competitive advantages. Their philosophy prioritizes the preservation and growth of real capital and income over long horizons, rather than tracking short-term market benchmarks. The investment process is collegiate and research-driven, involving direct engagement with company management and a thorough assessment of financial health and ESG factors. By maintaining a simple and transparent structure, they aim to provide peace of mind through balanced portfolios of equities, bonds, and cash that reflect their clients' specific needs.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with McInroy & Wood Limited.
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Frequently asked questions
How is the simulated portfolio for McInroy & Wood Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is McInroy & Wood Limited's largest holding?
As of the latest filing, McInroy & Wood Limited's top position is ASML Holding NV ADR (ASML), representing 11.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is McInroy & Wood Limited's historical performance and risk profile?
Our simulation indicates a total return of +14.8% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 4.68, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does McInroy & Wood Limited primarily invest in?
McInroy & Wood Limited has a strong preference for the Oil & Gas Integrated sector, which makes up 13.3% of their disclosed assets. The portfolio also has exposure to Semiconductor Equipment & Materials, indicating a specific thematic focus.
Is McInroy & Wood Limited's portfolio concentrated or diversified?
McInroy & Wood Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 25.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has McInroy & Wood Limited performed in 2026?
Our AI-simulated model portfolio for McInroy & Wood Limited tracks a Year-to-Date (YTD) return of +13.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Wendy Ferguson manage McInroy & Wood Limited directly?
Yes, Wendy Ferguson serves as the key portfolio manager for McInroy & Wood Limited, overseeing the investment strategy and final capital allocation decisions.