Fund HoldingsWRIGHT INVESTORS SERVICE INC

Total Portfolio Value
$331.29M
Total Bought
$45.17M
Total Sold
$47.88M
Net Transaction
-$2.71M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0112,401+112,401017,7585.36%+17,758
MICROSOFT CORP(MSFT)039,607+39,607019,7015.95%+19,701
BROADCOM INC(AVGO)039,981+39,981011,0213.33%+11,021
META PLATFORMS INC(META)20,59819,899-69911,87214,6874.43%+2,815
ALPHABET INC(GOOG)041,318+41,31807,2812.20%+7,281
ARISTA NETWORKS INC(ANET)10,12531,037+20,9127843,1750.96%+2,391
AT&T INC(T)55,701122,850+67,1491,5753,5551.07%+1,980
BOEING CO(BA)08,740+8,74001,8310.55%+1,831
ULTA BEAUTY INC(ULTA)03,523+3,52301,6480.50%+1,648
SCHWAB CHARLES CORP(SCHW)017,746+17,74601,6190.49%+1,619
ACCENTURE PLC IRELAND
SHS CLASS A
04,683+4,68301,4000.42%+1,400
NRG ENERGY INC(NRG)32,33027,740-4,5903,0864,4541.34%+1,368
AMAZON COM INC(AMZN)055,473+55,473012,1703.67%+12,170
JPMORGAN CHASE & CO.(JPM)028,741+28,74108,3322.52%+8,332
NETFLIX INC(NFLX)3,2323,103-1293,0144,1551.25%+1,141
JABIL INC(JBL)06,897+6,89701,5040.45%+1,504
TESLA INC(TSLA)12,73313,817+1,0843,3004,3891.32%+1,089
AMERICAN EXPRESS CO(AXP)22,81322,617-1966,1387,2142.18%+1,077
HOWMET AEROSPACE INC(HWM)18,17117,809-3622,3573,3151.00%+957
COSTCO WHSL CORP NEW(COST)03,159+3,15903,1270.94%+3,127
GE HEALTHCARE TECHNOLOGIES I(GEHC)12,39225,445+13,0531,0001,8850.57%+885
BJS WHSL CLUB HLDGS INC(BJ)07,734+7,73408340.25%+834
PALANTIR TECHNOLOGIES INC(PLTR)06,029+6,02908220.25%+822
WELLS FARGO CO NEW(WFC)19,48127,526+8,0451,3992,2050.67%+807
GOLDMAN SACHS GROUP INC(GS)4,7094,732+232,5723,3491.01%+777
CACI INTL INC(CACI)01,544+1,54407360.22%+736
SYNCHRONY FINANCIAL(SYF)040,996+40,99602,7360.83%+2,736
MASTEC INC(MTZ)04,184+4,18407130.22%+713
THE CIGNA GROUP(CI)10,72612,768+2,0423,5294,2211.27%+692
UBER TECHNOLOGIES INC(UBER)11,87416,451+4,5778651,5350.46%+670
OMEGA HEALTHCARE INVS INC(OHI)33,73051,892+18,1621,2841,9020.57%+617
BANK AMERICA CORP96,76396,930+1674,0384,5871.38%+549
APTIV PLC(APTV)08,029+8,02905480.17%+548
CHARTER COMMUNICATIONS INC N(CHTR)1,2912,408+1,1174769840.30%+509
FORTINET INC(FTNT)04,667+4,66704930.15%+493
MAPLEBEAR INC(CART)010,734+10,73404860.15%+486
C H ROBINSON WORLDWIDE INC(CHRW)04,869+4,86904670.14%+467
GENPACT LIMITED
SHS
010,391+10,39104570.14%+457
INTERNATIONAL BUSINESS MACHS(IBM)8,9129,061+1492,2162,6710.81%+455
FREEPORT-MCMORAN INC(FCX)14,88323,287+8,4045631,0090.30%+446
GE VERNOVA INC(GEV)1,9141,923+95841,0180.31%+433
CONAGRA BRANDS INC(CAG)020,491+20,49104190.13%+419
VERTIV HOLDINGS CO(VRT)06,991+6,99108980.27%+898
CISCO SYS INC(CSCO)45,94846,154+2062,8353,2020.97%+367
VISTRA CORP(VST)01,854+1,85403590.11%+359
PROGRESSIVE CORP(PGR)30,74933,889+3,1408,7029,0442.73%+341
COMCAST CORP NEW(CCZ)92,004103,382+11,3783,3953,6901.11%+295
PHILIP MORRIS INTL INC(PM)09,002+9,00201,6400.49%+1,640
COCA COLA CO(KO)90,10094,701+4,6016,4536,7002.02%+247
MERCK & CO INC(MRK)014,237+14,23701,1270.34%+1,127
APPLOVIN CORP(APP)03,195+3,19501,1190.34%+1,119
BLACKROCK INC(BLK)1,9201,946+261,8172,0420.62%+225
SERVICENOW INC(NOW)1,1641,118-469271,1490.35%+223
MICROCHIP TECHNOLOGY INC.(MCHP)8,6758,715+404206130.19%+193
ADT INC DEL(ADT)71,00189,291+18,2905787560.23%+178
EMCOR GROUP INC(EME)1,0331,044+113825580.17%+177
NEXTERA ENERGY INC(NEE)36,68639,928+3,2422,6012,7720.84%+171
EBAY INC.(EBAY)23,56023,592+321,5961,7570.53%+161
US FOODS HLDG CORP(USFD)014,314+14,31401,1020.33%+1,102
CATERPILLAR INC(CAT)013,985+13,98505,4291.64%+5,429
RTX CORPORATION(RTX)9,95810,005+471,3191,4610.44%+142
HEWLETT PACKARD ENTERPRISE C(HPE)25,74625,866+1203975290.16%+132
MGM RESORTS INTERNATIONAL(MGM)026,784+26,78409210.28%+921
CBRE GROUP INC(CBRE)12,76712,745-221,6701,7860.54%+116
MORGAN STANLEY(MS)3,6563,812+1564275370.16%+110
FRANKLIN RESOURCES INC(BEN)20,26220,968+7063905000.15%+110
KROGER CO(KR)024,859+24,85901,7830.54%+1,783
PAYPAL HLDGS INC(PYPL)010,793+10,79308020.24%+802
UGI CORP NEW(UGI)36,96936,124-8451,2231,3160.40%+93
NXP SEMICONDUCTORS N V
COM
3,0473,073+265796710.20%+92
EOG RES INC(EOG)8,81710,212+1,3951,1311,2210.37%+91
TORONTO DOMINION BK ONT(TD)5,6545,827+1733394280.13%+89
HONEYWELL INTL INC(HON)03,938+3,93809170.28%+917
EATON CORP PLC(ETN)01,103+1,10303940.12%+394
ZOOM COMMUNICATIONS INC(ZM)015,793+15,79301,2320.37%+1,232
BERKSHIRE HATHAWAY INC DEL3,0953,535+4401,6481,7170.52%+69
GEN DIGITAL INC(GEN)18,21718,304+874835380.16%+55
CSX CORP(CSX)016,318+16,31805320.16%+532
PNC FINL SVCS GROUP INC(PNC)2,9092,995+865115580.17%+47
HOST HOTELS & RESORTS INC(HST)037,836+37,83605810.18%+581
PULTE GROUP INC(PHM)017,030+17,03001,7960.54%+1,796
TRUIST FINL CORP(TFC)10,60610,967+3614364710.14%+35
ABBOTT LABS7,0627,095+339379650.29%+28
US BANCORP DEL(USB)5,4045,579+1752282520.08%+24
LOCKHEED MARTIN CORP(LMT)633649+162833010.09%+18
VALERO ENERGY CORP(VLO)4,3614,411+505765930.18%+17
STEEL DYNAMICS INC(STLD)5,4145,409-56776920.21%+15
VICI PPTYS INC(VICI)74,18774,517+3302,4202,4290.73%+9
SILGAN HLDGS INC(SLGN)9,2488,869-3794734810.15%+8
TRAVEL PLUS LEISURE CO(TNL)5,3744,921-4532492540.08%+5
DUKE ENERGY CORP NEW(DUK)3,8773,997+1204734720.14%-1
FOX CORP(FOX)10,04310,093+505685660.17%-3
TARGET CORP(TGT)02,274+2,27402240.07%+224
PAYCHEX INC(PAYX)1,6221,661+392502420.07%-9
TJX COS INC NEW(TJX)17,04016,709-3312,0752,0630.62%-12
DISNEY WALT CO(DIS)06,742+6,74208360.25%+836
KIMBERLY-CLARK CORP(KMB)2,2042,251+473132900.09%-23
PFIZER INC(PFE)24,35024,469+1196175930.18%-24
GILEAD SCIENCES INC(GILD)50,66550,947+2825,6775,6481.70%-29
ADOBE INC(ADBE)4,7444,626-1181,8191,7900.54%-30
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