Fund Holdings — WRIGHT INVESTORS SERVICE INC

Total Portfolio Value
$317.71M
Total Bought
$34.35M
Total Sold
$58.26M
Net Transaction
-$23.90M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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CHEVRON CORPORATION(CVX)6,72019,614+12,8941,0244,0581.28%+3,034
MERCK & CO INC(MRK)3,65627,928+24,2723853,3591.06%+2,975
BAKER HUGHES COMPANY(BKR)9,31536,720+27,4054242,2420.71%+1,818
EXXON MOBIL CORP37,90637,170-7364,5626,3061.98%+1,745
GE VERNOVA INC(GEV)01,545+1,54501,3490.42%+1,349
AMPHENOL CORP6,09015,094+9,0048231,9070.60%+1,084
BRISTOL-MYERS SQUIBB CO(BMY)104,570110,716+6,1465,6416,7152.11%+1,074
PINTEREST INC(PINS)053,854+53,85409880.31%+988
APPLIED MATLS INC17,17615,671-1,5054,4145,3561.69%+942
ROSS STORES INC(ROST)03,979+3,97908620.27%+862
CARLISLE COS INC(CSL)02,581+2,58108610.27%+861
AIRBNB INC06,723+6,72308490.27%+849
AT&T INC(T)45,50068,017+22,5171,1301,9720.62%+842
SIMON PPTY GROUP INC NEW(SPG)04,450+4,45008300.26%+830
SENSATA TECHNOLOGIES HLDG PL
SHS
023,247+23,24708190.26%+819
GILEAD SCIENCES INC(GILD)57,25356,272-9817,0277,8432.47%+815
LOCKHEED MARTIN CORP(LMT)5941,742+1,1482871,0530.33%+766
CATERPILLAR INC(CAT)10,8689,758-1,1106,2266,9132.18%+687
ROPER TECHNOLOGIES INC(ROP)01,841+1,84106510.21%+651
SCHWAB CHARLES CORP(SCHW)61,07571,784+10,7096,1026,7462.12%+644
MUELLER INDS INC(MLI)6,34212,381+6,0397281,3720.43%+644
NRG ENERGY INC(NRG)25,54732,241+6,6944,0684,7121.48%+644
VERTIV HOLDINGS CO(VRT)5,3565,994+6388681,5020.47%+634
SLB LIMITED(SLB)012,257+12,25706300.20%+630
SALESFORCE INC(CRM)6,18612,136+5,9501,6392,2650.71%+627
ALCOA CORP(AA)09,250+9,25006140.19%+614
MEDTRONIC PLC(MDT)07,043+7,04306100.19%+610
STEEL DYNAMICS INC(STLD)5,5558,607+3,0529411,5490.49%+608
ADVANCED MICRO DEVICES INC(AMD)1,9264,955+3,0294121,0080.32%+596
CHEWY INC(CHWY)020,486+20,48605530.17%+553
VALERO ENERGY CORP(VLO)7,3267,020-3061,1931,7350.55%+542
FERGUSON ENTERPRISES INC(FERG)02,148+2,14805010.16%+501
WESTERN DIGITAL CORP(WDC)01,826+1,82604940.16%+494
PNC FINL SVCS GROUP INC(PNC)2,7525,045+2,2935741,0500.33%+475
LAM RESEARCH CORP(LRCX)11,11511,093-221,9032,3700.75%+467
CONSTELLATION ENERGY CORP(CEG)01,618+1,61804520.14%+452
VERISK ANALYTICS INC(VRSK)02,310+2,31004380.14%+438
US FOODS HLDG CORP(USFD)13,42715,515+2,0881,0111,4310.45%+419
CARNIVAL CORP016,163+16,16304180.13%+418
BOEING CO(BA)7,40210,075+2,6731,6072,0050.63%+398
CONOCOPHILLIPS(COP)9,7929,749-439171,2870.41%+370
COCA COLA CO(KO)64,25763,642-6154,4924,8401.52%+348
MASTEC INC(MTZ)3,8213,648-1738311,1740.37%+343
WALMART INC(WMT)24,93624,844-922,7783,0880.97%+309
COSTCO WHOLESALE CORPORATION(COST)2,0882,077-111,8012,0700.65%+269
OCCIDENTAL PETE CORP(OXY)12,15811,802-3565007670.24%+267
RTX CORPORATION(RTX)9,40410,323+9191,7251,9910.63%+267
DIGITAL RLTY TR INC(DLR)01,134+1,13402040.06%+204
EXPEDIA GROUP INC(EXPE)6,4808,805+2,3251,8362,0330.64%+197
FREEPORT MCMORAN INC(FCX)31,68830,674-1,0141,6091,8030.57%+194
BP PLC(BP)14,29714,363+664976750.21%+179
AMGEN INC(AMGN)8,4368,347-892,7612,9370.92%+176
KROGER CO(KR)28,21726,692-1,5251,7631,9310.61%+168
PFIZER INC(PFE)79,26375,000-4,2631,9742,1060.66%+132
ONEOK INC NEW(OKE)5,8815,896+154325330.17%+101
CSX CORP(CSX)16,75916,687-726086850.22%+77
PEPSICO INC(PEP)9,8649,574-2901,4161,4870.47%+71
EBAY INC.(EBAY)26,16825,791-3772,2792,3470.74%+68
OSHKOSH CORP(OSK)4,2334,038-1955325940.19%+63
VERIZON COMMUNICATIONS INC(VZ)6,3996,392-72613210.10%+60
DUKE ENERGY CORP NEW(DUK)3,6593,671+124294810.15%+52
CHUBB LTD SWITZ
COM
4,9274,877-501,5381,5900.50%+52
TARGET CORP(TGT)2,0882,08802042530.08%+49
PHILIP MORRIS INTL INC(PM)8,2378,281+441,3211,3690.43%+48
TJX COS INC NEW(TJX)10,56510,437-1281,6231,6670.52%+44
RIO TINTO PLC(RIO)3,1783,139-392542930.09%+39
EATON CORP PLC(ETN)990986-43153530.11%+37
HOST HOTELS & RESORTS INC(HST)34,72533,607-1,1186166440.20%+28
CISCO SYS INC(CSCO)46,59046,420-1703,5893,6021.13%+13
INTERACTIVE BROKERS GROUP IN(IBKR)9,6129,315-2976186250.20%+7
FLEXTRONICS INTL LTD(FLEX)11,28210,479-8036826860.22%+4
T-MOBILE US INC(TMUS)1,9171,860-573893910.12%+1
C H ROBINSON WORLDWIDE IN(CHRW)4,7214,578-1437597600.24%+1
UNITED PARCEL SVCS INC(UPS)2,2332,234+12212200.07%-2
FRANKLIN RESOURCES INC(BEN)19,17419,290+1164584560.14%-2
TORONTO DOMINION BK ONT(TD)5,3625,383+215055020.16%-3
PULTE GROUP INC(PHM)17,59617,507-892,0632,0590.65%-4
EMERSON ELEC CO(EMR)3,2413,236-54304240.13%-6
US BANCORP(USB)5,1225,126+42732670.08%-7
KIMBERLY-CLARK CORP(KMB)2,0792,083+42102010.06%-9
TRAVEL PLUS LEISURE CO(TNL)4,7064,581-1253323170.10%-15
MGM RESORTS INTERNATIONAL(MGM)24,96224,180-7829118950.28%-16
INTERNATIONAL PAPER CO(IP)6,6366,628-82612370.07%-25
TRUIST FINL CORP(TFC)10,05510,112+574954650.15%-30
D R HORTON INC(DHI)3,0002,912-884324000.13%-33
COMCAST CORP NEW(CCZ)98,937101,837+2,9002,9572,9240.92%-33
OMEGA HEALTHCARE INVS INC(OHI)28,09527,585-5101,2461,2090.38%-37
MORGAN STANLEY(MS)3,5003,514+146215780.18%-43
OMNICOM GROUP INC(OMC)6,4636,270-1935224720.15%-50
SHARKNINJA INC(SN)4,8754,622-2535464890.15%-56
APTIV PLC(APTV)7,2337,006-2275504860.15%-64
CENCORA INC2,8562,851-59658960.28%-69
ULTA BEAUTY INC(ULTA)919907-125564740.15%-82
THE CIGNA GROUP(CI)5,7615,627-1341,5861,5010.47%-85
MAPLEBEAR INC(CART)9,7379,429-3084383530.11%-85
CITIGROUP INC(C)16,78816,497-2911,9591,8710.59%-88
MIDDLEBY CORP(MIDD)4,5204,394-1266725830.18%-89
VICI PPTYS INC(VICI)56,89555,055-1,8401,6001,5040.47%-96
NXP SEMICONDUCTORS N V
COM
4,9164,914-21,0679670.30%-100
DISNEY WALT CO(DIS)4,5854,350-2355224190.13%-102
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WRIGHT INVESTORS SERVICE INC — 13F Holdings — Q1 2026 | TickerTrail