Sponsored
The Analysis of WRIGHT INVESTORS SERVICE INC's Holdings & P&L
Currently, WRIGHT INVESTORS SERVICE INC holds 148 types of securities in its portfolio with a total value $317.7M. In the most recent quarter, they have increased their positions in N/A (+24.3K shares, valued at $2.9M), CVX (+12.9K shares, valued at $2.7M), BKR (+27.4K shares, valued at $1.7M); decreased their positions in PGR (-9.2K shares, valued at $1.8M), N/A (-5.7K shares, valued at $1.6M), N/A (-4.8K shares, valued at $1.5M); initiated new positions in GEV (+1.5K shares, valued at $1.3M), PINS (+53.9K shares, valued at $987.7K), ROST (+4.0K shares, valued at $862.0K).
1M P&L
+10.4M+3.54%
3M P&L
+16.7M+5.81%
HY P&L
+34.1M+12.61%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Drug Manufacturers - General24.7M
9.0%
2Semiconductors20.0M
7.3%
3Software - Infrastructure16.9M
6.2%
Top Industries by Stock Count
1Drug Manufacturers - General6 stocks
4.6%
2Semiconductors5 stocks
3.8%
3Travel Services4 stocks
3.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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NVDA
-0.32%NVIDIA CORPORATION
Shares90.4K
Event2026-03-31
Filed2026-04-29
AAPL
-0.83%APPLE INC
Shares59.4K
Event2026-03-31
Filed2026-04-29
MSFT
3.79%MICROSOFT CORP
Shares34.6K
Event2026-03-31
Filed2026-04-29
AMZN
-0.92%AMAZON COM INC
Shares52.9K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
-13.26%ALPHABET INC
Shares37.3K
Event2026-03-31
Filed2026-04-29
BROADCOM INC
-12.96%BROADCOM INC
Shares32.3K
Event2026-03-31
Filed2026-04-29
META
-7.99%META PLATFORMS INC
Shares15.0K
Event2026-03-31
Filed2026-04-29
GILD
-1.71%GILEAD SCIENCES INC
Shares56.3K
Event2026-03-31
Filed2026-04-29
JPM
-2.08%JPMORGAN CHASE & CO
Shares25.2K
Event2026-03-31
Filed2026-04-29
CAT
-10.21%CATERPILLAR INC
Shares9.8K
Event2026-03-31
Filed2026-04-29
SCHW
17.53%SCHWAB CHARLES CORP
Shares71.8K
Event2026-03-31
Filed2026-04-29
BMY
5.88%BRISTOL-MYERS SQUIBB CO
Shares110.7K
Event2026-03-31
Filed2026-04-29
XOM
-1.94%EXXON MOBIL CORP
Shares37.2K
Event2026-03-31
Filed2026-04-29
AMAT
-8.76%APPLIED MATLS INC
Shares15.7K
Event2026-03-31
Filed2026-04-29
KO
-0.96%COCA COLA CO
Shares63.6K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
-20.99%ALPHABET INC
Shares16.7K
Event2026-03-31
Filed2026-04-29
NRG
26.20%NRG ENERGY INC
Shares32.2K
Event2026-03-31
Filed2026-04-29
TSLA
-0.31%TESLA INC
Shares12.3K
Event2026-03-31
Filed2026-04-29
BAC
-2.19%BANK AMERICA CORP
Shares92.7K
Event2026-03-31
Filed2026-04-29
AXP
-15.60%AMERICAN EXPRESS CO
Shares14.0K
Event2026-03-31
Filed2026-04-29
V
0.12%VISA INC
Shares13.7K
Event2026-03-31
Filed2026-04-29
CVX
191.88%CHEVRON CORPORATION
Shares19.6K
Event2026-03-31
Filed2026-04-29
NEE
-17.93%NEXTERA ENERGY INC
Shares40.3K
Event2026-03-31
Filed2026-04-29
PGR
-33.47%PROGRESSIVE CORP
Shares18.4K
Event2026-03-31
Filed2026-04-29
GS
-2.85%GOLDMAN SACHS GROUP INC
Shares4.3K
Event2026-03-31
Filed2026-04-29
CSCO
-0.36%CISCO SYS INC
Shares46.4K
Event2026-03-31
Filed2026-04-29
MERCK & CO INC
663.89%MERCK & CO INC
Shares27.9K
Event2026-03-31
Filed2026-04-29
WMT
-0.37%WALMART INC
Shares24.8K
Event2026-03-31
Filed2026-04-29
AMGN
-1.06%AMGEN INC
Shares8.3K
Event2026-03-31
Filed2026-04-29
CMCSA
2.93%COMCAST CORP NEW
Shares101.8K
Event2026-03-31
Filed2026-04-29
ABBV
-23.49%ABBVIE INC
Shares13.0K
Event2026-03-31
Filed2026-04-29
DAL
-1.17%DELTA AIR LINES INC
Shares40.4K
Event2026-03-31
Filed2026-04-29
LAM RESEARCH CORP
-0.20%LAM RESEARCH CORP
Shares11.1K
Event2026-03-31
Filed2026-04-29
EBAY
-1.44%EBAY INC.
Shares25.8K
Event2026-03-31
Filed2026-04-29
LLY
-9.12%ELI LILLY & CO
Shares2.5K
Event2026-03-31
Filed2026-04-29
CRM
96.18%SALESFORCE INC
Shares12.1K
Event2026-03-31
Filed2026-04-29
BKR
294.20%BAKER HUGHES COMPANY
Shares36.7K
Event2026-03-31
Filed2026-04-29
ORCL
-0.42%ORACLE CORP
Shares14.7K
Event2026-03-31
Filed2026-04-29
PFE
-5.38%PFIZER INC
Shares75.0K
Event2026-03-31
Filed2026-04-29
SYF
-25.27%SYNCHRONY FINANCIAL
Shares30.9K
Event2026-03-31
Filed2026-04-29
COST
-0.53%COSTCO WHOLESALE CORPORATION
Shares2.1K
Event2026-03-31
Filed2026-04-29
PHM
-0.51%PULTE GROUP INC
Shares17.5K
Event2026-03-31
Filed2026-04-29
NTAP
-1.54%NETAPP INC
Shares20.1K
Event2026-03-31
Filed2026-04-29
EXPE
35.88%EXPEDIA GROUP INC
Shares8.8K
Event2026-03-31
Filed2026-04-29
BA
36.11%BOEING CO
Shares10.1K
Event2026-03-31
Filed2026-04-29
RTX
9.77%RTX CORPORATION
Shares10.3K
Event2026-03-31
Filed2026-04-29
T
49.49%AT&T INC
Shares68.0K
Event2026-03-31
Filed2026-04-29
KR
-5.40%KROGER CO
Shares26.7K
Event2026-03-31
Filed2026-04-29
APH
147.85%AMPHENOL CORP
Shares15.1K
Event2026-03-31
Filed2026-04-29
WFC
-3.53%WELLS FARGO & CO
Shares23.9K
Event2026-03-31
Filed2026-04-29
CITIGROUP INC
-1.73%CITIGROUP INC
Shares16.5K
Event2026-03-31
Filed2026-04-29
BLACKROCK INC
-0.31%BLACKROCK INC
Shares1.9K
Event2026-03-31
Filed2026-04-29
FCX
-3.20%FREEPORT MCMORAN INC
Shares30.7K
Event2026-03-31
Filed2026-04-29
UNH
-45.12%UNITEDHEALTH GROUP INC
Shares6.6K
Event2026-03-31
Filed2026-04-29
VLO
-4.18%VALERO ENERGY CORP
Shares7.0K
Event2026-03-31
Filed2026-04-29
ARISTA NETWORKS INC
-0.20%ARISTA NETWORKS INC
Shares14.0K
Event2026-03-31
Filed2026-04-29
TJX
-1.21%TJX COS INC NEW
Shares10.4K
Event2026-03-31
Filed2026-04-29
CB
-1.01%CHUBB LTD SWITZ
Shares4.9K
Event2026-03-31
Filed2026-04-29
STLD
54.94%STEEL DYNAMICS INC
Shares8.6K
Event2026-03-31
Filed2026-04-29
VICI
-3.23%VICI PPTYS INC
Shares55.1K
Event2026-03-31
Filed2026-04-29
VRT
11.91%VERTIV HOLDINGS CO
Shares6.0K
Event2026-03-31
Filed2026-04-29
THE CIGNA GROUP
-2.33%THE CIGNA GROUP
Shares5.6K
Event2026-03-31
Filed2026-04-29
PEP
-2.94%PEPSICO INC
Shares9.6K
Event2026-03-31
Filed2026-04-29
USFD
15.55%US FOODS HLDG CORP
Shares15.5K
Event2026-03-31
Filed2026-04-29
NFLX
-22.60%NETFLIX INC.
Shares14.8K
Event2026-03-31
Filed2026-04-29
MLI
95.22%MUELLER INDS INC
Shares12.4K
Event2026-03-31
Filed2026-04-29
PM
0.53%PHILIP MORRIS INTL INC
Shares8.3K
Event2026-03-31
Filed2026-04-29
GEV
NewGE VERNOVA INC
Shares1.5K
Event2026-03-31
Filed2026-04-29
IBM
-34.99%INTERNATIONAL BUSINESS MACHS
Shares5.5K
Event2026-03-31
Filed2026-04-29
COP
-0.44%CONOCOPHILLIPS
Shares9.7K
Event2026-03-31
Filed2026-04-29
PANW
-0.20%PALO ALTO NETWORKS INC
Shares8.0K
Event2026-03-31
Filed2026-04-29
QCOM
-1.78%QUALCOMM INC
Shares9.6K
Event2026-03-31
Filed2026-04-29
JBL
-31.74%JABIL INC
Shares4.6K
Event2026-03-31
Filed2026-04-29
OHI
-1.82%OMEGA HEALTHCARE INVS INC
Shares27.6K
Event2026-03-31
Filed2026-04-29
MTZ
-4.53%MASTEC INC
Shares3.6K
Event2026-03-31
Filed2026-04-29
LMT
193.27%LOCKHEED MARTIN CORP
Shares1.7K
Event2026-03-31
Filed2026-04-29
PNC
83.32%PNC FINL SVCS GROUP INC
Shares5.0K
Event2026-03-31
Filed2026-04-29
UBER
-0.21%UBER TECHNOLOGIES INC
Shares14.4K
Event2026-03-31
Filed2026-04-29
MU
-24.37%MICRON TECHNOLOGY INC
Shares3.0K
Event2026-03-31
Filed2026-04-29
AMD
157.27%ADVANCED MICRO DEVICES INC
Shares5.0K
Event2026-03-31
Filed2026-04-29
ACCENTURE PLC IRELAND
-42.31%ACCENTURE PLC IRELAND
Shares5.0K
Event2026-03-31
Filed2026-04-29
PINS
NewPINTEREST INC
Shares53.9K
Event2026-03-31
Filed2026-04-29
APP
-0.16%APPLOVIN CORP
Shares2.4K
Event2026-03-31
Filed2026-04-29
NXPI
-0.04%NXP SEMICONDUCTORS N V
Shares4.9K
Event2026-03-31
Filed2026-04-29
CENCORA INC
-0.18%CENCORA INC
Shares2.9K
Event2026-03-31
Filed2026-04-29
MGM
-3.13%MGM RESORTS INTERNATIONAL
Shares24.2K
Event2026-03-31
Filed2026-04-29
ROST
NewROSS STORES INC
Shares4.0K
Event2026-03-31
Filed2026-04-29
CSL
NewCARLISLE COS INC
Shares2.6K
Event2026-03-31
Filed2026-04-29
ABNB
NewAIRBNB INC
Shares6.7K
Event2026-03-31
Filed2026-04-29
GEHC
-2.86%GE HEALTHCARE TECHNOLOGIES I
Shares11.9K
Event2026-03-31
Filed2026-04-29
CBRE
-34.18%CBRE GROUP INC
Shares6.2K
Event2026-03-31
Filed2026-04-29
SPG
NewSIMON PPTY GROUP INC NEW
Shares4.5K
Event2026-03-31
Filed2026-04-29
ST
NewSENSATA TECHNOLOGIES HLDG PL
Shares23.2K
Event2026-03-31
Filed2026-04-29
OXY
-2.93%OCCIDENTAL PETE CORP
Shares11.8K
Event2026-03-31
Filed2026-04-29
CHRW
-3.03%C H ROBINSON WORLDWIDE IN
Shares4.6K
Event2026-03-31
Filed2026-04-29
FLEX
-7.12%FLEXTRONICS INTL LTD
Shares10.5K
Event2026-03-31
Filed2026-04-29
CSX
-0.43%CSX CORP
Shares16.7K
Event2026-03-31
Filed2026-04-29
BP
0.46%BP PLC
Shares14.4K
Event2026-03-31
Filed2026-04-29
ROP
NewROPER TECHNOLOGIES INC
Shares1.8K
Event2026-03-31
Filed2026-04-29
HST
-3.22%HOST HOTELS & RESORTS INC
Shares33.6K
Event2026-03-31
Filed2026-04-29
SLB
NewSLB LIMITED
Shares12.3K
Event2026-03-31
Filed2026-04-29
IBKR
-3.09%INTERACTIVE BROKERS GROUP IN
Shares9.3K
Event2026-03-31
Filed2026-04-29
CRH PLC
-3.26%CRH PLC
Shares5.8K
Event2026-03-31
Filed2026-04-29
AA
NewALCOA CORP
Shares9.3K
Event2026-03-31
Filed2026-04-29
MEDTRONIC PLC
NewMEDTRONIC PLC
Shares7.0K
Event2026-03-31
Filed2026-04-29
PLTR
-0.19%PALANTIR TECHNOLOGIES INC
Shares4.2K
Event2026-03-31
Filed2026-04-29
HD
-66.94%HOME DEPOT INC
Shares1.8K
Event2026-03-31
Filed2026-04-29
OSK
-4.61%OSHKOSH CORP
Shares4.0K
Event2026-03-31
Filed2026-04-29
MIDD
-2.79%MIDDLEBY CORP
Shares4.4K
Event2026-03-31
Filed2026-04-29
MS
0.40%MORGAN STANLEY
Shares3.5K
Event2026-03-31
Filed2026-04-29
DG
-5.20%DOLLAR GEN CORP
Shares4.8K
Event2026-03-31
Filed2026-04-29
CHWY
NewCHEWY INC
Shares20.5K
Event2026-03-31
Filed2026-04-29
ADT
-3.29%ADT INC DEL
Shares83.6K
Event2026-03-31
Filed2026-04-29
OKE
0.26%ONEOK INC NEW
Shares5.9K
Event2026-03-31
Filed2026-04-29
TD
0.39%TORONTO DOMINION BK ONT
Shares5.4K
Event2026-03-31
Filed2026-04-29
FERGUSON ENTERPRISES INC
NewFERGUSON ENTERPRISES INC
Shares2.1K
Event2026-03-31
Filed2026-04-29
WDC
NewWESTERN DIGITAL CORP
Shares1.8K
Event2026-03-31
Filed2026-04-29
SN
-5.19%SHARKNINJA INC
Shares4.6K
Event2026-03-31
Filed2026-04-29
APTIV PLC
-3.14%APTIV PLC
Shares7.0K
Event2026-03-31
Filed2026-04-29
DUKE ENERGY CORP NEW
0.33%DUKE ENERGY CORP NEW
Shares3.7K
Event2026-03-31
Filed2026-04-29
ULTA
-1.31%ULTA BEAUTY INC
Shares907
Event2026-03-31
Filed2026-04-29
AMP
-37.08%AMERIPRISE FINL INC
Shares1.1K
Event2026-03-31
Filed2026-04-29
OMC
-2.99%OMNICOM GROUP INC
Shares6.3K
Event2026-03-31
Filed2026-04-29
TFC
0.57%TRUIST FINL CORP
Shares10.1K
Event2026-03-31
Filed2026-04-29
BEN
0.60%FRANKLIN RESOURCES INC
Shares19.3K
Event2026-03-31
Filed2026-04-29
CEG
NewCONSTELLATION ENERGY CORP
Shares1.6K
Event2026-03-31
Filed2026-04-29
CL
-48.25%COLGATE PALMOLIVE CO
Shares5.2K
Event2026-03-31
Filed2026-04-29
VRSK
NewVERISK ANALYTICS INC
Shares2.3K
Event2026-03-31
Filed2026-04-29
EMR
-0.15%EMERSON ELEC CO
Shares3.2K
Event2026-03-31
Filed2026-04-29
DIS
-5.13%DISNEY WALT CO
Shares4.3K
Event2026-03-31
Filed2026-04-29
CCL
NewCARNIVAL CORP
Shares16.2K
Event2026-03-31
Filed2026-04-29
ABT
-39.28%ABBOTT LABORATORIES
Shares4.0K
Event2026-03-31
Filed2026-04-29
DHI
-2.93%D R HORTON INC
Shares2.9K
Event2026-03-31
Filed2026-04-29
TMUS
-2.97%T-MOBILE US INC
Shares1.9K
Event2026-03-31
Filed2026-04-29
M
-5.16%MACYS INC
Shares21.6K
Event2026-03-31
Filed2026-04-29
CART
-3.16%MAPLEBEAR INC
Shares9.4K
Event2026-03-31
Filed2026-04-29
EATON CORP PLC
-0.40%EATON CORP PLC
Shares986
Event2026-03-31
Filed2026-04-29
VZ
-0.11%VERIZON COMMUNICATIONS INC
Shares6.4K
Event2026-03-31
Filed2026-04-29
TNL
-2.66%TRAVEL PLUS LEISURE CO
Shares4.6K
Event2026-03-31
Filed2026-04-29
GEN DIGITAL INC
-3.10%GEN DIGITAL INC
Shares16.6K
Event2026-03-31
Filed2026-04-29
RIO
-1.23%RIO TINTO PLC
Shares3.1K
Event2026-03-31
Filed2026-04-29
G
-69.53%GENPACT LIMITED
Shares7.4K
Event2026-03-31
Filed2026-04-29
USB
0.08%US BANCORP
Shares5.1K
Event2026-03-31
Filed2026-04-29
TGT
0.00%TARGET CORP
Shares2.1K
Event2026-03-31
Filed2026-04-29
IP
-0.12%INTERNATIONAL PAPER CO
Shares6.6K
Event2026-03-31
Filed2026-04-29
UPS
0.04%UNITED PARCEL SVCS INC
Shares2.2K
Event2026-03-31
Filed2026-04-29
DLR
NewDIGITAL RLTY TR INC
Shares1.1K
Event2026-03-31
Filed2026-04-29
KMB
0.19%KIMBERLY-CLARK CORP
Shares2.1K
Event2026-03-31
Filed2026-04-29
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available