WRIGHT INVESTORS SERVICE INC

Registered adviser

CIK

108572

Location

SHELTON, CT

Portfolio Value

Small $362,894,403

Diversification

Diversified

Reports for

Atalanta Sosnoff Capital, LLC

Filing Date

Global Rank

#4,671 / 8,827 ▲ 33 · as of Jun 2026

Top Industry

Semiconductors 13.8%

Period ended 38 days ago

Filed Nov 2, 2026 · 5d

27 quarters · since Mar 2020

Confidential Treatment — This manager has requested confidential treatment for one or more investments in the most recent 13F filing. The portfolio shown may be incomplete.

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 106302

Roster of Nov 1, 2026

Regulatory AUM

$1,207,927,898

Main clients

Banks and thrifts (63% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,207,927,898	Banks and thrifts (63%)
Apr 2025 to Mar 2026	$1,237,999,777	Banks and thrifts (60%)
Apr 2024 to Mar 2025	$1,292,546,493	Banks and thrifts (55%)
May 2023 to Mar 2024	$1,295,137,791	Banks and thrifts (54%)
Apr 2023	$1,295,137,791	Banks and thrifts (54%)
Apr 2022 to Mar 2023	$1,404,826,588	Banks and thrifts (54%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 35.6%, 52.0 effective positions, active share 41.7% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

32.0% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 18.1 quarters (12+), a floor since 55.0% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 41.7%; sector active share 16.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

146 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

6.4%

+1.3 pts

Top 5

28.2%

+6.3 pts

Top 10

40.9%

+5.3 pts

HHI

243

Diversified+50

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.7%	$133,213,799	31
Financial Services	14.4%	$52,327,795	22
Communication Services	11.2%	$40,639,439	10
Healthcare	10.6%	$38,441,780	17
Consumer Cyclical	8.7%	$31,427,666	15
Industrials	6.3%	$23,021,390	17
Energy	4.5%	$16,457,048	9
Consumer Defensive	3.6%	$12,969,143	11
Utilities	1.5%	$5,508,814	5
Basic Materials	1.2%	$4,519,366	4
Real Estate	1.2%	$4,368,163	5

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp	+18,325	33,265	$2,804,239
NFLX	Netflix Inc	+14,509	29,272	$2,036,745
TFC	Truist Financial Corp	+11,093	20,614	$954,428
MLI	Mueller Industries Inc	+11,059	23,196	$1,405,908
AAPL	Apple Inc.	+8,861	67,922	$22,619,383
NVDA	Nvidia Corp	+8,681	98,586	$22,515,070
MSFT	Microsoft Corp	+8,343	45,371	$23,270,785
UBER	Uber Technologies, Inc	+7,273	21,603	$1,480,020
CRM	Salesforce, Inc.	+6,229	10,114	$2,321,870
DAL	Delta Air Lines, Inc.	+6,132	45,965	$3,836,238
GOOGL	Alphabet Inc.	+5,404	41,785	$14,377,382
ECG	Everus Construction Group, Inc.	+4,042	7,868	$924,647
AMZN	Amazon Com Inc	+3,760	56,255	$14,015,933
BA	Boeing Co	+3,136	13,162	$2,448,789
CRWD	CrowdStrike Holdings, Inc.	+3,005	4,826	$1,277,683
G	Genpact LTD	+2,440	9,775	$317,980
PLTR	Palantir Technologies Inc.	+2,295	6,439	$1,204,414
VRT	Vertiv Holdings Co	+2,213	6,147	$1,483,332
PNC	Pnc Financial Services Group, Inc.	+2,030	6,901	$1,533,815
CI	Cigna Group	+1,034	11,031	$2,998,556
LRCX	Lam Research Corp	+754	14,328	$4,706,891
TSLA	Tesla, Inc.	+544	13,803	$4,897,442
AMD	Advanced Micro Devices Inc	+416	7,498	$4,586,976
QCOM	Qualcomm Inc	+254	9,727	$1,790,157
CSCO	Cisco Systems, Inc.	+139	45,467	$4,893,613
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PINS	Pinterest, Inc.	−37,204	16,385	$309,512
HST	Host Hotels & Resorts, Inc.	−19,844	13,555	$303,496
NEE	Nextera Energy Inc	−19,251	20,461	$1,549,715
IVZ	Invesco Ltd.	−18,953	6,726	$202,856
VICI	Vici Properties Inc.	−15,853	38,866	$892,751
ST	Sensata Technologies Holding plc	−13,567	10,085	$419,132
OMC	Omnicom Group Inc.	−13,276	20,236	$1,489,976
NTAP	NetApp, Inc.	−12,446	7,546	$1,585,263
KO	Coca Cola Co	−11,557	38,540	$3,317,523
DAR	Darling Ingredients Inc.	−9,384	5,111	$310,288
NRG	Nrg Energy, Inc.	−8,665	17,456	$1,669,666
WMT	Walmart Inc.	−7,997	16,514	$1,716,134
ANET	Arista Networks, Inc.	−7,494	6,509	$1,325,167
AMAT	Applied Materials Inc	−5,414	10,656	$5,449,265
EXPE	Expedia Group, Inc.	−4,500	9,869	$2,599,099
ADT	ADT Inc.	−4,277	78,836	$479,322
GILD	Gilead Sciences, Inc.	−3,499	51,968	$7,745,829
VRSK	Verisk Analytics, Inc.	−3,492	2,935	$492,639
XOM	ExxonMobil Holdings Corp	−3,267	33,482	$5,449,195
CVX	Chevron Corp	−3,158	14,710	$3,003,928
ABNB	Airbnb, Inc.	−3,132	3,582	$575,448
CAT	Caterpillar Inc	−2,954	4,941	$4,006,113
ORCL	Oracle Corp	−2,502	13,616	$1,869,476
AVGO	Broadcom Inc.	−2,273	27,265	$9,575,194
BAC	Bank Of America Corp	−2,177	89,522	$4,872,682
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	14,637	$1,759,806
WEC	Wec Energy Group, Inc.	14,799	$1,491,442
TMUS	T-Mobile US, Inc.	7,872	$1,283,765
SPCX	Space Exploration Technologies Corp	7,901	$1,191,944
SLB	Slb Limited	23,738	$1,156,514
BSX	Boston Scientific Corp	23,523	$1,026,778
ZTS	Zoetis Inc.	12,277	$857,302
THC	Tenet Healthcare Corp	2,822	$721,190
MRVL	Marvell Technology, Inc.	2,640	$697,514
COF	Capital One Financial Corp	3,569	$689,066
STX	Seagate Technology Holdings plc	738	$680,686
IESC	IES Holdings, Inc.	1,838	$590,145
DLTR	Dollar Tree, Inc.	5,169	$589,369
IDXX	Idexx Laboratories Inc	1,098	$573,364
FIVE	Five Below, Inc	2,587	$568,027
LDOS	Leidos Holdings, Inc.	4,510	$549,452
FITB	Fifth Third Bancorp	10,308	$521,378
ZM	Zoom Communications, Inc.	5,568	$505,407
FSLR	First Solar, Inc.	1,834	$321,243
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
FLEX	Flex Ltd.	9,969	$1,615,675
USFD	US Foods Holding Corp.	15,381	$1,572,706
WDC	Western Digital Corp	2,388	$1,525,262
JBL	Jabil Inc	3,049	$1,175,328
NET	Cloudflare, Inc.	4,561	$1,118,722
APP	AppLovin Corp	1,622	$835,703
CBRE	Cbre Group, Inc.	6,111	$823,090
MIDD	MIDDLEBY Corp	4,355	$749,102
SSD	Simpson Manufacturing Co., Inc.	3,278	$686,248
CART	Maplebear Inc.	14,322	$678,146
CNC	Centene Corp	10,119	$649,538
AGCO	Agco Corp	5,087	$608,913
NXST	Nexstar Media Group, Inc.	2,948	$526,483
NOW	ServiceNow, Inc.	4,601	$456,787
CSL	Carlisle Companies Inc	1,203	$436,388
APTV	Aptiv PLC	6,988	$428,922
DIS	Walt Disney Co	4,338	$417,531
CHWY	Chewy, Inc.	20,692	$406,597
ACN	Accenture plc	1,844	$229,466
UPS	United Parcel Service Inc	2,095	$225,212
KMB	Kimberly Clark Corp	1,946	$213,612
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

146 tracked positions · $362,894,403 total · filing declares 236 positions · $362,894,508 · as of Sep 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 146 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	45,371	+8,343	$23,270,785	+68.5%	6.41%
AAPL	Apple Inc. Technology	Added	67,922	+8,861	$22,619,383	+32.4%	6.23%
NVDA	Nvidia Corp Technology	Added	98,586	+8,681	$22,515,070	+25.2%	6.20%
GOOGL	Alphabet Inc. Communication Services	Added	41,785	+5,404	$14,377,382	+10.6%	3.96%
AMZN	Amazon Com Inc Consumer Cyclical	Added	56,255	+3,760	$14,015,933	+12.0%	3.86%
META	Meta Platforms, Inc. Communication Services	Reduced	16,555	-181	$12,005,354	+27.3%	3.31%
AVGO	Broadcom Inc. Technology	Reduced	27,265	-2,273	$9,575,194	−14.2%	2.64%
MU	Micron Technology Inc Technology	Reduced	8,023	-129	$8,545,377	−9.2%	2.35%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	24,239	-619	$8,018,987	−1.4%	2.21%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	51,968	-3,499	$7,745,829	+10.5%	2.13%
SCHW	Schwab Charles Corp Financial Services	Reduced	73,816	-809	$7,214,775	+4.8%	1.99%
GOOG	Alphabet Inc. Communication Services	Added	16,437	+35	$5,600,743	−3.4%	1.54%
V	Visa Inc. Financial Services	Added	15,185	+10	$5,456,426	+4.8%	1.50%
AMAT	Applied Materials Inc Technology	Reduced	10,656	-5,414	$5,449,265	−53.1%	1.50%
XOM	ExxonMobil Holdings Corp Energy	Reduced	33,482	-3,267	$5,449,195	+8.5%	1.50%
TSLA	Tesla, Inc. Consumer Cyclical	Added	13,803	+544	$4,897,442	−12.2%	1.35%
CSCO	Cisco Systems, Inc. Technology	Added	45,467	+139	$4,893,613	−8.1%	1.35%
BAC	Bank Of America Corp Financial Services	Reduced	89,522	-2,177	$4,872,682	−6.7%	1.34%
LRCX	Lam Research Corp Technology	Added	14,328	+754	$4,706,891	−20.0%	1.30%
AMD	Advanced Micro Devices Inc Technology	Added	7,498	+416	$4,586,976	+11.5%	1.26%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	71,080	-1,390	$4,435,392	+6.2%	1.22%
AXP	American Express Co Financial Services	Reduced	13,630	-275	$4,144,882	−11.9%	1.14%
CAT	Caterpillar Inc Industrials	Reduced	4,941	-2,954	$4,006,113	−52.4%	1.10%
MRK	Merck & Co., Inc. Healthcare	Reduced	27,048	-374	$3,930,344	+11.5%	1.08%
DAL	Delta Air Lines, Inc. Industrials	Added	45,965	+6,132	$3,836,238	+2.8%	1.06%
PGR	Progressive Corp Financial Services	Reduced	17,984	-146	$3,728,262	−5.9%	1.03%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,071	-193	$3,665,364	−15.0%	1.01%
ABBV	AbbVie Inc. Healthcare	Added	12,769	+30	$3,340,242	+4.2%	0.92%
KO	Coca Cola Co Consumer Defensive	Reduced	38,540	-11,557	$3,317,523	−18.5%	0.91%
PANW	Palo Alto Networks Inc Technology	Reduced	7,970	-3	$3,166,560	+16.5%	0.87%
CVX	Chevron Corp Energy	Reduced	14,710	-3,158	$3,003,928	+1.4%	0.83%
CI	Cigna Group Healthcare	Added	11,031	+1,034	$2,998,556	+8.8%	0.83%
AMGN	Amgen Inc Healthcare	Reduced	6,911	-119	$2,913,054	+14.4%	0.80%
LLY	ELI LILLY & Co Healthcare	Reduced	2,516	-1	$2,911,213	−3.6%	0.80%
UNH	Unitedhealth Group Inc Healthcare	Reduced	7,903	-136	$2,901,032	−13.2%	0.80%
APH	Amphenol Corp Technology	Added	33,265	+18,325	$2,804,239	+6.5%	0.77%
EBAY	Ebay Inc Consumer Cyclical	Reduced	25,028	-444	$2,654,218	−6.8%	0.73%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	9,869	-4,500	$2,599,099	−29.3%	0.72%
VLO	Valero Energy Corp Energy	Reduced	6,631	-265	$2,570,241	+43.1%	0.71%
C	Citigroup Inc Financial Services	Reduced	19,778	-466	$2,560,854	−9.6%	0.71%
BA	Boeing Co Industrials	Added	13,162	+3,136	$2,448,789	+12.8%	0.67%
CRM	Salesforce, Inc. Technology	Added	10,114	+6,229	$2,321,870	+281.5%	0.64%
SYF	Synchrony Financial Financial Services	Reduced	30,308	-158	$2,150,958	−7.2%	0.59%
NFLX	Netflix Inc Communication Services	Added	29,272	+14,509	$2,036,745	+93.2%	0.56%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	28,968	-1,519	$2,027,760	+5.8%	0.56%
PHM	Pultegroup Inc Consumer Cyclical	Added	17,259	+40	$2,003,079	−15.2%	0.55%
ORCL	Oracle Corp Technology	Reduced	13,616	-2,502	$1,869,476	−20.9%	0.52%
STLD	Steel Dynamics Inc Basic Materials	Reduced	8,378	-119	$1,856,648	−4.8%	0.51%
RTX	RTX Corp Industrials	Reduced	9,784	-478	$1,816,399	−6.7%	0.50%
QCOM	Qualcomm Inc Technology	Added	9,727	+254	$1,790,157	+2.3%	0.49%

Showing the top 50 of 146 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.