Fund HoldingsWRIGHT INVESTORS SERVICE INC

Total Portfolio Value
$344.82M
Total Bought
$36.25M
Total Sold
$44.28M
Net Transaction
-$8.03M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TRUIST FINL CORP(TFC)075,778+75,77802,1680.63%+2,168
PROGRESSIVE CORP(PGR)22,98736,317+13,3303,0435,0591.47%+2,016
VISA INC(V)7,66515,982+8,3171,8203,6761.07%+1,856
COCA COLA CO(KO)070,973+70,97303,9731.15%+3,973
KENVUE INC(KVUE)073,057+73,05701,4670.43%+1,467
ADOBE INC(ADBE)7,2759,221+1,9463,5574,7021.36%+1,144
SCHWAB CHARLES CORP(SCHW)043,163+43,16302,3700.69%+2,370
HOME DEPOT INC(HD)23,24227,189+3,9477,2208,2152.38%+996
TESLA INC(TSLA)11,48715,670+4,1833,0073,9211.14%+914
BP PLC(BP)0108,027+108,02704,1831.21%+4,183
VALERO ENERGY CORP(VLO)033,071+33,07104,6861.36%+4,686
META PLATFORMS INC(META)25,03726,814+1,7777,1858,0502.33%+865
CHARTER COMMUNICATIONS INC N(CHTR)01,922+1,92208450.25%+845
ARCH CAP GROUP LTD
ORD
010,426+10,42608310.24%+831
CARLISLE COS INC(CSL)03,058+3,05807930.23%+793
CHUBB LIMITED
COM
1,9945,638+3,6443841,1740.34%+790
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)011,610+11,61007860.23%+786
VERIZON COMMUNICATIONS INC(VZ)069,924+69,92402,2660.66%+2,266
PHILIP MORRIS INTL INC(PM)073,907+73,90706,8421.98%+6,842
TEXTRON INC(TXT)10,58818,963+8,3757161,4820.43%+766
GOLDMAN SACHS GROUP INC(GS)02,276+2,27607360.21%+736
ABBVIE INC(ABBV)039,834+39,83405,9381.72%+5,938
EMERSON ELEC CO(EMR)31,12735,676+4,5492,8143,4451.00%+632
UNITED PARCEL SERVICE INC(UPS)020,620+20,62003,2140.93%+3,214
EXXON MOBIL CORP052,052+52,05206,1201.77%+6,120
COMCAST CORP NEW(CCZ)211,466210,015-1,4518,7869,3122.70%+526
ALPHABET INC(GOOG)48,19448,072-1225,8306,3381.84%+508
MARATHON OIL CORP018,386+18,38604920.14%+492
EOG RES INC(EOG)7,48310,606+3,1238561,3440.39%+488
SCHLUMBERGER LTD(SLB)08,039+8,03904690.14%+469
WELLS FARGO CO NEW(WFC)14,54226,633+12,0916211,0880.32%+468
UNITEDHEALTH GROUP INC(UNH)18,82318,835+129,0479,4962.75%+449
ON SEMICONDUCTOR CORP(ON)35,57440,832+5,2583,3653,7951.10%+431
NEXSTAR MEDIA GROUP INC(NXST)03,002+3,00204300.12%+430
THE CIGNA GROUP(CI)3,5184,856+1,3389871,3890.40%+402
ENPHASE ENERGY INC(ENPH)03,301+3,30103970.12%+397
OLIN CORP(OLN)07,509+7,50903750.11%+375
MASTERCARD INCORPORATED(MA)4,7995,609+8101,8872,2210.64%+333
ETSY INC(ETSY)04,959+4,95903200.09%+320
CBRE GROUP INC(CBRE)065,069+65,06904,8061.39%+4,806
CHEVRON CORP NEW(CVX)25,66125,755+944,0384,3431.26%+305
CATERPILLAR INC(CAT)11,64611,582-642,8653,1620.92%+296
EATON CORP PLC(ETN)18,78419,058+2743,7784,0651.18%+287
HALLIBURTON CO(HAL)8,27513,304+5,0292735390.16%+266
INTERNATIONAL BUSINESS MACHS(IBM)028,209+28,20903,9581.15%+3,958
ALPHABET INC(GOOG)26,17725,760-4173,1333,3710.98%+238
MICROCHIP TECHNOLOGY INC.(MCHP)5,2588,776+3,5184716850.20%+214
INTERNATIONAL PAPER CO(IP)050,385+50,38501,7870.52%+1,787
UBER TECHNOLOGIES INC(UBER)5,6059,211+3,6062424240.12%+182
VISTRA CORP(VST)31,29029,854-1,4368219910.29%+169
METLIFE INC(MET)021,571+21,57101,3570.39%+1,357
BOOKING HOLDINGS INC(BKNG)38138101,0291,1750.34%+146
CELANESE CORP DEL(CE)14,43714,422-151,6721,8100.52%+138
ONEOK INC NEW(OKE)044,690+44,69002,8350.82%+2,835
MARRIOTT INTL INC NEW(MAR)6,7346,818+841,2371,3400.39%+103
AIRBNB INC9,3889,367-211,2031,2850.37%+82
OMEGA HEALTHCARE INVS INC(OHI)26,31226,785+4738088880.26%+81
PAYCHEX INC(PAYX)011,709+11,70901,3500.39%+1,350
APPLIED MATLS INC22,46423,877+1,4133,2473,3060.96%+59
NRG ENERGY INC(NRG)031,289+31,28901,2050.35%+1,205
GLOBAL PMTS INC(GPN)3,8043,624-1803754180.12%+43
EVERCORE INC(EVR)03,733+3,73305150.15%+515
RANGE RES CORP(RRC)10,15610,15602993290.10%+31
US BANCORP DEL(USB)039,254+39,25401,2980.38%+1,298
MCKESSON CORP(MCK)4,2374,229-81,8111,8390.53%+28
COSTCO WHSL CORP NEW(COST)7,6637,348-3154,1264,1511.20%+26
RIO TINTO PLC(RIO)022,439+22,43901,4280.41%+1,428
COTERRA ENERGY INC10,08510,060-252552720.08%+17
HALEON PLC(HLN)11,10212,905+1,803931070.03%+14
AMERICAN EXPRESS CO(AXP)26,28730,731+4,4444,5794,5851.33%+6
NVENT ELECTRIC PLC(NVT)8,6108,498-1124454500.13%+5
STEEL DYNAMICS INC(STLD)06,987+6,98707490.22%+749
DUKE ENERGY CORP NEW(DUK)027,785+27,78502,4520.71%+2,452
UNION PAC CORP(UNP)3,2583,251-76676620.19%-5
PURE STORAGE INC(P)10,98710,969-184053910.11%-14
PNC FINL SVCS GROUP INC(PNC)020,942+20,94202,5710.75%+2,571
ACCENTURE PLC IRELAND
SHS CLASS A
7,9837,967-162,4632,4470.71%-17
WILLIAMS COS INC(WMB)36,87535,190-1,6851,2031,1860.34%-18
GENERAL DYNAMICS CORP(GD)4,2624,067-1959178990.26%-18
CVS HEALTH CORP(CVS)045,242+45,24203,1590.92%+3,159
CENTENE CORP DEL(CNC)14,19213,550-6429579330.27%-24
NATIONAL FUEL GAS CO(NFG)15,06314,419-6447747480.22%-25
RELIANCE STEEL & ALUMINUM CO(RS)1,4441,388-563923640.11%-28
TORONTO DOMINION BK ONT(TD)40,28340,959+6762,4982,4680.72%-30
TYSON FOODS INC(TSN)012,993+12,99306560.19%+656
HOST HOTELS & RESORTS INC(HST)37,70335,985-1,7186355780.17%-56
ADVANCED MICRO DEVICES INC(AMD)06,151+6,15106320.18%+632
GILEAD SCIENCES INC(GILD)26,63226,399-2332,0531,9780.57%-74
TRAVEL PLUS LEISURE CO(TNL)031,522+31,52201,1580.34%+1,158
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)9,7648,865-8995424450.13%-98
INVESCO LTD(IVZ)53,17354,275+1,1028947880.23%-106
WEYERHAEUSER CO MTN BE(WY)25,22824,078-1,1508457380.21%-107
THE TRADE DESK INC(TTD)5,8234,377-1,4464503420.10%-108
UGI CORP NEW(UGI)15,48213,294-2,1884183060.09%-112
ELEVANCE HEALTH INC(ELV)8,3858,290-953,7253,6101.05%-116
SOUTHERN CO(SO)013,338+13,33808630.25%+863
UNITED AIRLS HLDGS INC(UAL)8,1917,813-3784493300.10%-119
FRANKLIN RESOURCES INC(BEN)072,834+72,83401,7900.52%+1,790
BLACKROCK INC(BLK)04,447+4,44702,8750.83%+2,875
JOHNSON & JOHNSON(JNJ)8,0757,704-3711,3371,2000.35%-137
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