WRIGHT INVESTORS SERVICE INC

CIK

108572

Location

SHELTON, CT

Portfolio Value

Small $363,126,530

Diversification

Diversified

Reports for

Atalanta Sosnoff Capital, LLC

Filing Date

Global Rank

#3,358 / 8,633 ▲ 93

Top Industry

Semiconductors 12.4%

3Y Alpha vs SPY

+20.5%

Period ended 51 days ago

Filed Aug 5, 2026 · 15d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+181.5%

SPY

+76.2%

Annualised alpha

+20.4%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

147 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.2%

+0.2 pts

Top 5

22.1%

−0.1 pts

Top 10

35.9%

+0.7 pts

HHI

195

Diversified+3

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.1%	$123,702,387	31
Financial Services	14.6%	$52,876,383	20
Communication Services	10.5%	$38,189,751	11
Consumer Cyclical	9.5%	$34,595,514	17
Healthcare	9.5%	$34,571,968	14
Industrials	7.8%	$28,391,849	19
Consumer Defensive	4.6%	$16,804,562	12
Energy	3.9%	$14,069,719	8
Utilities	2.2%	$8,138,954	4
Real Estate	1.8%	$6,477,418	6
Basic Materials	1.5%	$5,308,025	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
OMC	Omnicom Group Inc.	+27,242	33,512	$2,440,678
IBKR	Interactive Brokers Group, Inc.	+6,167	15,482	$1,347,552
EXPE	Expedia Group, Inc.	+5,564	14,369	$3,676,739
MU	Micron Technology Inc	+5,108	8,152	$9,409,771
CART	Maplebear Inc.	+4,893	14,322	$678,146
CI	Cigna Group	+4,370	9,997	$2,755,972
VRSK	Verisk Analytics, Inc.	+4,117	6,427	$1,153,839
C	Citigroup Inc	+3,747	20,244	$2,833,350
SCHW	Schwab Charles Corp	+2,841	74,625	$6,885,647
LRCX	Lam Research Corp	+2,481	13,574	$5,882,021
MSFT	Microsoft Corp	+2,380	37,028	$13,812,184
AMD	Advanced Micro Devices Inc	+2,127	7,082	$4,114,004
META	Meta Platforms, Inc.	+1,727	16,736	$9,427,221
V	Visa Inc.	+1,444	15,175	$5,206,390
ORCL	Oracle Corp	+1,415	16,118	$2,362,092
UNH	Unitedhealth Group Inc	+1,406	8,039	$3,341,249
TSLA	Tesla, Inc.	+946	13,259	$5,576,735
WDC	Western Digital Corp	+562	2,388	$1,525,262
ST	Sensata Technologies Holding plc	+405	23,652	$1,129,146
AMAT	Applied Materials Inc /De	+399	16,070	$11,618,610
CHWY	Chewy, Inc.	+206	20,692	$406,597
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−41,056	33,944	$817,371
BMY	Bristol Myers Squibb Co	−38,246	72,470	$4,175,720
CMCSA	Comcast Corp	−22,872	78,965	$1,938,589
KO	Coca Cola Co	−13,545	50,097	$4,071,382
WFC	Wells Fargo & Company/Mn	−9,029	14,886	$1,230,178
CRM	Salesforce, Inc.	−8,251	3,885	$608,623
NRG	Nrg Energy, Inc.	−6,120	26,121	$3,815,232
BKR	Baker Hughes Co	−5,431	31,289	$1,736,539
ACN	Accenture plc	−3,161	1,844	$229,466
TJX	Tjx Companies Inc /De/	−2,992	7,445	$1,127,917
AVGO	Broadcom Inc.	−2,775	29,538	$11,157,978
NXPI	NXP Semiconductors N.V.	−2,364	2,550	$716,626
VRT	Vertiv Holdings Co	−2,060	3,934	$1,317,181
IBM	International Business Machines Corp	−1,975	3,503	$985,078
CAT	Caterpillar Inc	−1,863	7,895	$8,407,385
SPG	Simon Property Group Inc.	−1,862	2,588	$578,806
CVX	Chevron Corp	−1,746	17,868	$2,961,799
T	At&T Inc.	−1,739	66,278	$1,371,954
JBL	Jabil Inc	−1,544	3,049	$1,175,328
ROST	Ross Stores, Inc.	−1,476	2,503	$532,763
BLK	BlackRock, Inc.	−1,382	546	$525,011
CSL	Carlisle Companies Inc	−1,378	1,203	$436,388
AMGN	Amgen Inc	−1,317	7,030	$2,545,703
GOOGL	Alphabet Inc.	−1,174	52,783	$18,796,795
CSCO	Cisco Systems, Inc.	−1,092	45,328	$5,324,226
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	6,360	$1,918,875
CVS	CVS HEALTH Corp	15,707	$1,624,888
PLD	Prologis, Inc.	11,471	$1,553,975
CRWD	CrowdStrike Holdings, Inc.	1,821	$1,389,677
NET	Cloudflare, Inc.	4,561	$1,118,722
DAR	Darling Ingredients Inc.	14,495	$791,716
SSD	Simpson Manufacturing Co., Inc.	3,278	$686,248
IVZ	Invesco Ltd.	25,679	$677,668
CNC	Centene Corp	10,119	$649,538
ECG	Everus Construction Group, Inc.	3,826	$634,923
AGCO	Agco Corp /De	5,087	$608,913
RPRX	Royalty Pharma plc	10,749	$602,696
NXST	Nexstar Media Group, Inc.	2,948	$526,483
NOW	ServiceNow, Inc.	4,601	$456,787
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
MTZ	Mastec Inc	3,648	$1,173,706
COR	Cencora, Inc.	2,851	$895,613
CSX	Csx Corp	16,687	$685,001
ROP	Roper Technologies Inc	1,841	$651,456
SLB	Slb Limited/Nv	12,257	$629,886
CRH	Crh Public Ltd Co	5,846	$614,531
FERG	Ferguson Enterprises Inc. /DE/	2,148	$501,042
ULTA	Ulta Beauty, Inc.	907	$474,097
AMP	Ameriprise Financial Inc	1,064	$472,841
CCL	Carnival Corp Ltd.	16,163	$418,298
ABT	Abbott Laboratories	3,960	$406,572
TMUS	T-Mobile US, Inc.	1,860	$390,655
M	Macy's, Inc.	21,559	$390,001
DLR	Digital Realty Trust, Inc.	1,134	$204,358
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

147 tracked positions · $363,126,530 total · filing declares 238 positions · $365,760,869 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 147 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	52,783	-1,174	$18,796,795	+21.2%	5.18%
NVDA	Nvidia Corp Technology	Reduced	89,905	-511	$17,989,091	+14.1%	4.95%
AAPL	Apple Inc. Technology	Reduced	59,061	-329	$17,089,890	+13.4%	4.71%
MSFT	Microsoft Corp Technology	Added	37,028	+2,380	$13,812,184	+7.7%	3.80%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	52,495	-426	$12,511,657	+13.5%	3.45%
AMAT	Applied Materials Inc /De Technology	Added	16,070	+399	$11,618,610	+116.9%	3.20%
AVGO	Broadcom Inc. Technology	Reduced	29,538	-2,775	$11,157,978	+11.6%	3.07%
META	Meta Platforms, Inc. Communication Services	Added	16,736	+1,727	$9,427,221	+9.8%	2.60%
MU	Micron Technology Inc Technology	Added	8,152	+5,108	$9,409,771	+815.0%	2.59%
CAT	Caterpillar Inc Industrials	Reduced	7,895	-1,863	$8,407,385	+21.6%	2.32%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	24,858	-363	$8,136,768	+9.7%	2.24%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	55,467	-805	$7,007,700	−10.6%	1.93%
SCHW	Schwab Charles Corp Financial Services	Added	74,625	+2,841	$6,885,647	+2.1%	1.90%
LRCX	Lam Research Corp Technology	Added	13,574	+2,481	$5,882,021	+148.2%	1.62%
TSLA	Tesla, Inc. Consumer Cyclical	Added	13,259	+946	$5,576,735	+21.8%	1.54%
CSCO	Cisco Systems, Inc. Technology	Reduced	45,328	-1,092	$5,324,226	+47.8%	1.47%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	91,699	-989	$5,225,008	+15.6%	1.44%
V	Visa Inc. Financial Services	Added	15,175	+1,444	$5,206,390	+25.5%	1.43%
XOM	ExxonMobil Holdings Corp Energy	Reduced	36,749	-421	$5,024,322	−20.3%	1.38%
AXP	American Express Co Financial Services	Reduced	13,905	-129	$4,703,365	+10.8%	1.30%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,264	-26	$4,312,481	+18.8%	1.19%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	72,470	-38,246	$4,175,720	−37.8%	1.15%
AMD	Advanced Micro Devices Inc Technology	Added	7,082	+2,127	$4,114,004	+308.1%	1.13%
KO	Coca Cola Co Consumer Defensive	Reduced	50,097	-13,545	$4,071,382	−15.9%	1.12%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	18,130	-243	$3,960,497	+8.7%	1.09%
NRG	Nrg Energy, Inc. Utilities	Reduced	26,121	-6,120	$3,815,232	−19.0%	1.05%
DAL	Delta Air Lines, Inc. Industrials	Reduced	39,833	-548	$3,730,758	+39.0%	1.03%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	14,369	+5,564	$3,676,739	+80.9%	1.01%
MRK	Merck & Co., Inc. Healthcare	Reduced	27,422	-506	$3,523,727	+4.9%	0.97%
NEE	Nextera Energy Inc Utilities	Reduced	39,712	-610	$3,485,521	−6.9%	0.96%
UNH	Unitedhealth Group Inc Healthcare	Added	8,039	+1,406	$3,341,249	+86.2%	0.92%
ABBV	AbbVie Inc. Healthcare	Reduced	12,739	-271	$3,205,641	+13.3%	0.88%
NTAP	NetApp, Inc. Technology	Reduced	19,992	-75	$3,093,961	+50.6%	0.85%
LLY	ELI LILLY & Co Healthcare	Reduced	2,517	-4	$3,018,965	+30.2%	0.83%
CVX	Chevron Corp Energy	Reduced	17,868	-1,746	$2,961,799	−27.0%	0.82%
EBAY	Ebay Inc Consumer Cyclical	Reduced	25,472	-319	$2,846,495	+21.3%	0.78%
C	Citigroup Inc Financial Services	Added	20,244	+3,747	$2,833,350	+51.4%	0.78%
WMT	Walmart Inc. Consumer Defensive	Reduced	24,511	-333	$2,776,115	−10.1%	0.76%
CI	Cigna Group Healthcare	Added	9,997	+4,370	$2,755,972	+83.6%	0.76%
PANW	Palo Alto Networks Inc Technology	Reduced	7,973	-11	$2,718,952	+112.4%	0.75%
AMGN	Amgen Inc Healthcare	Reduced	7,030	-1,317	$2,545,703	−13.3%	0.70%
OMC	Omnicom Group Inc. Communication Services	Added	33,512	+27,242	$2,440,678	+416.9%	0.67%
ANET	Arista Networks, Inc. Technology	Reduced	14,003	-19	$2,378,829	+38.2%	0.66%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	17,219	-288	$2,362,618	+14.7%	0.65%
ORCL	Oracle Corp Technology	Added	16,118	+1,415	$2,362,092	+9.2%	0.65%
SYF	Synchrony Financial Financial Services	Reduced	30,466	-432	$2,316,939	+10.2%	0.64%
BA	Boeing Co Industrials	Reduced	10,026	-49	$2,170,327	+8.2%	0.60%
STLD	Steel Dynamics Inc Basic Materials	Reduced	8,497	-110	$1,949,721	+25.8%	0.54%
RTX	RTX Corp Industrials	Reduced	10,262	-61	$1,947,008	−2.2%	0.54%
CMCSA	Comcast Corp Communication Services	Reduced	78,965	-22,872	$1,938,589	−33.7%	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.