Fund Holdings — WRIGHT INVESTORS SERVICE INC

Total Portfolio Value
$345.38M
Total Bought
$39.12M
Total Sold
$48.65M
Net Transaction
-$9.53M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ALPHABET INC(GOOG)41,31850,064+8,7467,28112,1713.52%+4,889
BROADCOM INC(AVGO)39,98142,159+2,17811,02113,9094.03%+2,888
NETAPP INC(NTAP)022,805+22,80502,7010.78%+2,701
NVIDIA CORPORATION(NVDA)112,401109,349-3,05217,75820,4025.91%+2,644
AMAZON COM INC(AMZN)55,47364,876+9,40312,17014,2454.12%+2,075
APPLE INC(AAPL)65,80961,059-4,75013,50215,5474.50%+2,045
PALO ALTO NETWORKS INC(PANW)09,921+9,92102,0200.58%+2,020
LAM RESEARCH CORP(LRCX)013,789+13,78901,8460.53%+1,846
ADOBE INC(ADBE)4,6269,919+5,2931,7903,4991.01%+1,709
TESLA INC(TSLA)13,81713,371-4464,3895,9461.72%+1,557
ALPHABET INC(GOOG)20,57421,011+4373,6505,1171.48%+1,468
PEPSICO INC(PEP)09,892+9,89201,3890.40%+1,389
ARISTA NETWORKS INC(ANET)31,03729,468-1,5693,1754,2941.24%+1,118
APPLOVIN CORP(APP)3,1953,037-1581,1192,1820.63%+1,064
UNITEDHEALTH GROUP INC(UNH)12,72014,508+1,7883,9685,0101.45%+1,041
PULTE GROUP INC(PHM)17,03021,264+4,2341,7962,8100.81%+1,014
AMGEN INC(AMGN)6,4449,796+3,3521,7992,7640.80%+965
NEXTERA ENERGY INC(NEE)39,92849,168+9,2402,7723,7121.07%+940
DELTA AIR LINES INC DEL(DAL)28,54940,559+12,0101,4042,3020.67%+898
SCHWAB CHARLES CORP(SCHW)17,74624,905+7,1591,6192,3780.69%+759
EXPEDIA GROUP INC(EXPE)5,7668,036+2,2709731,7180.50%+745
MICRON TECHNOLOGY INC(MU)04,037+4,03706750.20%+675
INTERACTIVE BROKERS GROUP IN(IBKR)09,635+9,63506630.19%+663
FLEX LTD(FLEX)011,308+11,30806560.19%+656
MUELLER INDS INC(MLI)06,465+6,46506540.19%+654
CHIPOTLE MEXICAN GRILL INC(CMG)016,333+16,33306400.19%+640
GILEAD SCIENCES INC(GILD)50,94756,624+5,6775,6486,2851.82%+637
ORACLE CORP(ORCL)17,27815,626-1,6523,7774,3951.27%+617
EBAY INC.(EBAY)23,59226,001+2,4091,7572,3650.68%+608
GENERAC HLDGS INC(GNRC)03,594+3,59406020.17%+602
CENCORA INC01,912+1,91205980.17%+598
TKO GROUP HOLDINGS INC(TKO)3,6046,165+2,5616561,2450.36%+589
OMNICOM GROUP INC(OMC)06,481+6,48105280.15%+528
D R HORTON INC(DHI)03,007+3,00705100.15%+510
AGCO CORP04,588+4,58804910.14%+491
NISOURCE INC(NI)010,992+10,99204760.14%+476
ACCENTURE PLC IRELAND
SHS CLASS A
4,6837,585+2,9021,4001,8700.54%+471
PILGRIMS PRIDE CORP(PPC)010,217+10,21704160.12%+416
QUALCOMM INC(QCOM)7,6389,714+2,0761,2161,6160.47%+400
CATERPILLAR INC(CAT)13,98512,083-1,9025,4295,7651.67%+336
BORGWARNER INC07,587+7,58703340.10%+334
APPLIED MATLS INC17,63017,238-3923,2283,5291.02%+302
SALESFORCE INC(CRM)4,2916,139+1,8481,1701,4550.42%+285
BANK AMERICA CORP96,93094,387-2,5434,5874,8691.41%+283
FREEPORT-MCMORAN INC(FCX)23,28731,783+8,4961,0091,2470.36%+237
BLACKROCK INC(BLK)1,9461,939-72,0422,2610.65%+219
RIO TINTO PLC(RIO)03,262+3,26202150.06%+215
UBER TECHNOLOGIES INC(UBER)16,45117,834+1,3831,5351,7470.51%+212
JABIL INC(JBL)6,8977,887+9901,5041,7130.50%+209
SYNCHRONY FINANCIAL(SYF)40,99641,084+882,7362,9190.85%+183
GOLDMAN SACHS GROUP INC(GS)4,7324,429-3033,3493,5271.02%+178
CRH PLC
ORD
6,1516,131-205657350.21%+170
C H ROBINSON WORLDWIDE INC(CHRW)4,8694,736-1334676270.18%+160
CITIGROUP INC(C)18,46617,004-1,4621,5721,7260.50%+154
DISNEY WALT CO(DIS)6,7428,491+1,7498369720.28%+136
PALANTIR TECHNOLOGIES INC(PLTR)6,0295,155-8748229400.27%+119
VALERO ENERGY CORP(VLO)4,4114,177-2345937110.21%+118
RTX CORPORATION(RTX)10,0059,431-5741,4611,5780.46%+117
VERTIV HOLDINGS CO(VRT)6,9916,640-3518981,0020.29%+104
MASTEC INC(MTZ)4,1843,831-3537138150.24%+102
EMCOR GROUP INC(EME)1,0441,005-395586530.19%+94
APTIV PLC(APTV)8,0297,255-7745486260.18%+78
BAKER HUGHES COMPANY(BKR)9,9499,342-6073814550.13%+74
STEEL DYNAMICS INC(STLD)5,4095,491+826927660.22%+73
CONOCOPHILLIPS(COP)9,4839,683+2008519160.27%+65
ZOOM COMMUNICATIONS INC(ZM)15,79315,640-1531,2321,2900.37%+59
CSX CORP(CSX)16,31816,559+2415325880.17%+56
NXP SEMICONDUCTORS N V
COM
3,0733,158+856717190.21%+48
BP PLC(BP)15,60914,713-8964675070.15%+40
MORGAN STANLEY(MS)3,8123,605-2075375730.17%+36
TRAVEL PLUS LEISURE CO(TNL)4,9214,828-932542870.08%+33
OCCIDENTAL PETE CORP(OXY)13,02812,191-8375475760.17%+29
CHEVRON CORP NEW(CVX)7,2596,819-4401,0391,0590.31%+20
TORONTO DOMINION BK ONT(TD)5,8275,518-3094284410.13%+13
HOST HOTELS & RESORTS INC(HST)37,83634,826-3,0105815930.17%+12
PNC FINL SVCS GROUP INC(PNC)2,9952,835-1605585700.16%+11
LOCKHEED MARTIN CORP(LMT)649612-373013060.09%+5
US BANCORP DEL(USB)5,5795,280-2992522550.07%+3
TRUIST FINL CORP(TFC)10,96710,357-6104714740.14%+2
ADT INC DEL(ADT)89,29186,735-2,5567567550.22%-1
EATON CORP PLC(ETN)1,1031,043-603943900.11%-3
DUKE ENERGY CORP NEW(DUK)3,9973,771-2264724670.14%-5
FORTINET INC(FTNT)4,6675,740+1,0734934830.14%-11
DIGITAL RLTY TR INC(DLR)1,2291,166-632142020.06%-13
VISTRA CORP(VST)1,8541,761-933593450.10%-14
BUILDERS FIRSTSOURCE INC(BLDR)2,9932,726-2673493310.10%-19
PFIZER INC(PFE)24,46922,520-1,9495935740.17%-19
INTERNATIONAL PAPER CO(IP)7,2266,837-3893383170.09%-21
KIMBERLY-CLARK CORP(KMB)2,2512,142-1092902660.08%-24
CISCO SYS INC(CSCO)46,15446,420+2663,2023,1760.92%-26
T-MOBILE US INC(TMUS)2,0561,922-1344904600.13%-30
EMERSON ELEC CO(EMR)3,5323,336-1964714380.13%-33
CACI INTL INC(CACI)1,5441,402-1427366990.20%-37
VERIZON COMMUNICATIONS INC(VZ)21,25519,964-1,2919208770.25%-42
FRANKLIN RESOURCES INC(BEN)20,96819,737-1,2315004570.13%-44
GEN DIGITAL INC(GEN)18,30417,164-1,1405384870.14%-51
MGM RESORTS INTERNATIONAL(MGM)26,78425,034-1,7509218680.25%-53
ARCH CAP GROUP LTD
ORD
9,9159,303-6129038440.24%-59
GENPACT LIMITED
SHS
10,3919,381-1,0104573930.11%-64
US FOODS HLDG CORP(USFD)14,31413,464-8501,1021,0320.30%-71
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WRIGHT INVESTORS SERVICE INC — 13F Holdings — Q3 2025 | TickerTrail