WRIGHT INVESTORS SERVICE INC
149 holdingsFiling period: 2026-03-31Current AUM: $368.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 90.4K | $15.8M | $18.2M | 4.93% | -286 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 59.4K | $15.1M | $18.3M | 4.98% | -496 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 34.6K | $12.8M | $16.1M | 4.37% | +1.3K | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 52.9K | $11.0M | $14.4M | 3.90% | -493 | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 37.3K | $10.7M | $13.3M | 3.61% | -5,700 | 2026-03-31 |
| 6 | AVGO | BROADCOM INC | 32.3K | $10.0M | $12.6M | 3.42% | -4,810 | 2026-03-31 |
| 7 | META | META PLATFORMS INC | 15.0K | $8.6M | $8.4M | 2.27% | -1,304 | 2026-03-31 |
| 8 | GILD | GILEAD SCIENCES INC | 56.3K | $7.8M | $7.3M | 1.99% | -981 | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & CO | 25.2K | $7.4M | $8.9M | 2.41% | -535 | 2026-03-31 |
| 10 | CAT | CATERPILLAR INC | 9.8K | $6.9M | $7.9M | 2.16% | -1,110 | 2026-03-31 |
| 11 | SCHW | SCHWAB CHARLES CORP | 71.8K | $6.7M | $7.6M | 2.05% | +10.7K | 2026-03-31 |
| 12 | BMY | BRISTOL-MYERS SQUIBB CO | 110.7K | $6.7M | $7.2M | 1.96% | +6.1K | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 37.2K | $6.3M | $5.8M | 1.57% | -736 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 37.2K | $6.3M | $5.8M | 1.57% | -736 | 2026-03-31 |
| 15 | AMAT | APPLIED MATLS INC | 15.7K | $5.4M | $8.0M | 2.16% | -1,505 | 2026-03-31 |
| 16 | KO | COCA COLA CO | 63.6K | $4.8M | $5.6M | 1.51% | -615 | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 16.7K | $4.8M | $5.9M | 1.61% | -4,426 | 2026-03-31 |
| 18 | NRG | NRG ENERGY INC | 32.2K | $4.7M | $4.3M | 1.18% | +6.7K | 2026-03-31 |
| 19 | TSLA | TESLA INC | 12.3K | $4.6M | $3.8M | 1.04% | -38 | 2026-03-31 |
| 20 | BAC | BANK AMERICA CORP | 92.7K | $4.5M | $5.7M | 1.56% | -2,075 | 2026-03-31 |
| 21 | AXP | AMERICAN EXPRESS CO | 14.0K | $4.2M | $4.7M | 1.28% | -2,593 | 2026-03-31 |
| 22 | V | VISA INC | 13.7K | $4.2M | $5.0M | 1.37% | +16 | 2026-03-31 |
| 23 | CVX | CHEVRON CORPORATION | 19.6K | $4.1M | $3.9M | 1.05% | +12.9K | 2026-03-31 |
| 24 | NEE | NEXTERA ENERGY INC | 40.3K | $3.7M | $3.5M | 0.95% | -8,811 | 2026-03-31 |
| 25 | PGR | PROGRESSIVE CORP | 18.4K | $3.6M | $3.9M | 1.06% | -9,243 | 2026-03-31 |
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