WASHINGTON TRUST Co

Bank

CIK

1079736

Location

WESTERLY, RI

Portfolio Value

Mid $2,273,148,513

Diversification

Diversified

Filing Date

Global Rank

#915 / 8,232 ▲ 49

Top Industry

Semiconductors 11.2%

3Y Alpha vs SPY

-4.1%

Period ended 2 months ago

Filed Apr 6, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.0%

SPY

+76.5%

Annualised alpha

-4.1%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

205 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.0%

−0.1 pts

Top 5

25.6%

−1.2 pts

Top 10

40.8%

−2.7 pts

HHI

237

Diversified−18

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$720,168,798	38
Financial Services	11.6%	$263,634,531	26
Industrials	11.3%	$257,417,511	43
Consumer Cyclical	9.5%	$216,342,867	15
Healthcare	9.2%	$210,081,881	27
Communication Services	9.1%	$206,913,281	9
Unclassified	8.2%	$185,680,245	6
Consumer Defensive	5.1%	$116,938,624	14
Utilities	1.7%	$38,475,718	8
Real Estate	1.5%	$33,376,230	6
Energy	0.7%	$15,410,198	8
Basic Materials	0.4%	$8,708,629	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SRAD	Sportradar Group AG	+101,183	217,813	$3,646,189
ELF	e.l.f. Beauty, Inc.	+22,772	121,598	$7,370,054
NEE	Nextera Energy Inc	+22,650	354,604	$32,935,618
DELL	Dell Technologies Inc.	+18,102	111,192	$18,249,942
IFF	International Flavors & Fragrances Inc	+11,582	99,596	$7,225,688
DIS	Walt Disney Co	+6,311	138,844	$13,381,783
MRK	Merck & Co., Inc.	+5,429	34,430	$4,141,584
ACN	Accenture plc	+4,883	81,622	$16,184,826
UBER	Uber Technologies, Inc	+4,656	270,956	$19,489,864
ZTS	Zoetis Inc.	+3,839	59,023	$6,977,108
ADBE	Adobe Inc.	+3,716	41,670	$10,129,142
AAPL	Apple Inc.	+3,669	540,766	$137,241,002
SO	Southern Co	+3,042	10,402	$1,004,000
MRSH	Marsh & Mclennan Companies, Inc.	+2,909	105,507	$18,300,188
CVS	CVS HEALTH Corp	+2,844	10,095	$725,022
BR	Broadridge Financial Solutions, Inc.	+2,821	60,326	$9,801,768
HD	Home Depot, Inc.	+2,401	118,118	$38,847,828
AFL	Aflac Inc	+2,379	8,282	$908,618
GXO	GXO Logistics, Inc.	+2,374	140,878	$7,304,523
MSFT	Microsoft Corp	+2,331	202,007	$74,776,930
LYV	Live Nation Entertainment, Inc.	+1,761	121,386	$18,512,578
PG	PROCTER & GAMBLE Co	+1,582	81,286	$11,740,949
ORCL	Oracle Corp	+1,579	21,070	$3,099,607
ADP	Automatic Data Processing Inc	+1,504	73,454	$14,924,382
TGT	Target Corp	+1,369	6,223	$754,227
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AES	Aes Corp	−172,566	132,033	$1,860,344
PYPL	PayPal Holdings, Inc.	−21,892	41,461	$1,875,280
AVGO	Broadcom Inc.	−19,413	346,043	$107,103,768
NVDA	Nvidia Corp	−12,963	532,300	$92,833,119
PFE	Pfizer Inc	−5,769	301,415	$8,463,732
GLW	Corning Inc /Ny	−5,538	182,683	$24,839,406
GOOGL	Alphabet Inc.	−5,367	400,075	$115,045,565
FIS	Fidelity National Information Services, Inc.	−5,254	82,795	$3,883,912
BDX	Becton Dickinson & Co	−4,647	55,706	$8,758,653
WMT	Walmart Inc.	−4,172	279,824	$34,776,526
MDLZ	Mondelez International, Inc.	−3,622	217,586	$12,541,656
IQV	Iqvia Holdings Inc.	−3,229	90,465	$15,427,900
BX	Blackstone Inc.	−3,169	117,243	$13,481,772
SPY	Spdr S&P 500 ETF Trust	−2,277	198,452	$129,061,272
TJX	Tjx Companies Inc /De/	−2,151	225,840	$36,066,647
PANW	Palo Alto Networks Inc	−1,930	191,762	$30,743,283
JNJ	Johnson & Johnson	−1,728	105,717	$25,841,463
V	Visa Inc.	−1,667	216,094	$65,312,250
CTSH	Cognizant Technology Solutions Corp	−1,502	49,041	$3,008,665
SYY	Sysco Corp	−1,493	17,573	$1,253,481
CMCSA	Comcast Corp	−1,492	115,121	$3,305,122
CI	Cigna Group	−1,483	3,813	$1,017,117
JPM	Jpmorgan Chase & Co	−1,469	232,013	$68,248,943
MDT	Medtronic plc	−1,277	91,177	$7,900,486
HON	Honeywell International Inc	−1,276	75,562	$17,079,277
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
WAT	Waters Corp /De/	2,110	$628,357
MRNA	Moderna, Inc.	4,428	$224,942
CTVA	Corteva, Inc.	2,669	$223,420
NFLX	Netflix Inc	2,282	$219,414
DOV	DOVER Corp	1,002	$208,866
VRT	Vertiv Holdings Co	817	$204,723
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
APO	Apollo Global Management, Inc.	2,130	$308,338
FISV	Fiserv Inc	4,026	$270,425
DGX	Quest Diagnostics Inc	1,300	$225,588
TSLA	Tesla, Inc.	485	$218,113
PLTR	Palantir Technologies Inc.	1,205	$214,188
A	Agilent Technologies, Inc.	1,481	$201,519
CEG	Constellation Energy Corp	569	$201,010
UL	Unilever PLC	3,063	$200,320
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

205 positions · $2,273,148,513 total · as of Mar 31, 2026

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

Showing 1–50 of 205 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	540,766	+3,669	$137,241,002	−6.0%	6.04%
SPY	Spdr S&P 500 ETF Trust	Reduced	198,452	-2,277	$129,061,272	−5.7%	5.68%
GOOGL	Alphabet Inc. Communication Services	Reduced	400,075	-5,367	$115,045,565	−9.3%	5.06%
AVGO	Broadcom Inc. Technology	Reduced	346,043	-19,413	$107,103,768	−15.3%	4.71%
NVDA	Nvidia Corp Technology	Reduced	532,300	-12,963	$92,833,119	−8.7%	4.08%
AMZN	Amazon Com Inc Consumer Cyclical	Added	404,740	+143	$84,295,198	−9.7%	3.71%
MSFT	Microsoft Corp Technology	Added	202,007	+2,331	$74,776,930	−22.6%	3.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	232,013	-1,469	$68,248,943	−9.3%	3.00%
V	Visa Inc. Financial Services	Reduced	216,094	-1,667	$65,312,250	−14.5%	2.87%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	85,504	-311	$52,735,446	+1.9%	2.32%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	93,115	-643	$45,768,815	−15.8%	2.01%
META	Meta Platforms, Inc. Communication Services	Reduced	75,359	-635	$43,115,144	−14.0%	1.90%
KLAC	Kla Corp Technology	Reduced	26,915	-574	$39,629,914	+18.6%	1.74%
HD	Home Depot, Inc. Consumer Cyclical	Added	118,118	+2,401	$38,847,828	−2.4%	1.71%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	225,840	-2,151	$36,066,647	+3.0%	1.59%
RTX	RTX Corp Industrials	Reduced	185,509	-778	$35,784,685	+4.7%	1.57%
WMT	Walmart Inc. Consumer Defensive	Reduced	279,824	-4,172	$34,776,526	+9.9%	1.53%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	135,387	-1,199	$33,834,564	+16.1%	1.49%
NEE	Nextera Energy Inc Utilities	Added	354,604	+22,650	$32,935,618	+23.6%	1.45%
PANW	Palo Alto Networks Inc Technology	Reduced	191,762	-1,930	$30,743,283	−13.8%	1.35%
PWR	Quanta Services, Inc. Industrials	Reduced	55,571	-142	$30,509,590	+29.7%	1.34%
ADI	Analog Devices Inc Technology	Reduced	93,625	-992	$29,785,856	+16.1%	1.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	27,570	-325	$27,471,574	+14.2%	1.21%
JNJ	Johnson & Johnson Healthcare	Reduced	105,717	-1,728	$25,841,463	+16.2%	1.14%
ASML	Asml Holding NV Technology	Reduced	19,431	-356	$25,665,047	+21.2%	1.13%
GLW	Corning Inc /Ny Technology	Reduced	182,683	-5,538	$24,839,406	+50.7%	1.09%
BLK	BlackRock, Inc. Financial Services	Reduced	24,372	-218	$23,438,794	−10.9%	1.03%
EQIX	Equinix Inc Real Estate	Reduced	20,951	-396	$20,537,007	+25.6%	0.90%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	42,550	-375	$19,615,124	−19.3%	0.86%
UBER	Uber Technologies, Inc Technology	Added	270,956	+4,656	$19,489,864	−10.4%	0.86%
LYV	Live Nation Entertainment, Inc. Communication Services	Added	121,386	+1,761	$18,512,578	+8.6%	0.81%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	105,507	+2,909	$18,300,188	−3.9%	0.81%
DELL	Dell Technologies Inc. Technology	Added	111,192	+18,102	$18,249,942	+55.7%	0.80%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	4,317	+100	$18,175,950	−19.5%	0.80%
LMT	Lockheed Martin Corp Industrials	Reduced	30,026	-465	$18,147,413	+23.1%	0.80%
LLY	ELI LILLY & Co Healthcare	Added	19,653	+359	$18,076,239	−12.8%	0.80%
SPGI	S&P Global Inc. Financial Services	Added	41,967	+109	$17,850,243	−18.4%	0.79%
SYK	Stryker Corp Healthcare	Added	53,744	+146	$17,659,740	−6.3%	0.78%
CSCO	Cisco Systems, Inc. Technology	Reduced	224,459	-418	$17,415,773	+0.5%	0.77%
HON	Honeywell International Inc Industrials	Reduced	75,562	-1,276	$17,079,277	+13.9%	0.75%
CB	Chubb Ltd Financial Services	Added	52,348	+731	$17,061,783	+5.9%	0.75%
EME	EMCOR Group, Inc. Industrials	Added	22,449	+93	$16,574,320	+21.2%	0.73%
ACN	Accenture plc Technology	Added	81,622	+4,883	$16,184,826	−21.4%	0.71%
PEP	Pepsico Inc Consumer Defensive	Added	103,140	+1,054	$16,016,609	+9.3%	0.70%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	90,465	-3,229	$15,427,900	−26.9%	0.68%
ADP	Automatic Data Processing Inc Technology	Added	73,454	+1,504	$14,924,382	−19.4%	0.66%
J	Jacobs Solutions Inc. Industrials	Added	114,482	+1,324	$14,571,268	−2.8%	0.64%
VRSK	Verisk Analytics, Inc. Industrials	Added	74,420	+1,119	$14,121,194	−13.9%	0.62%
ABT	Abbott Laboratories Healthcare	Reduced	136,471	-1,038	$14,011,476	−18.7%	0.62%
BX	Blackstone Inc. Financial Services	Reduced	117,243	-3,169	$13,481,772	−27.4%	0.59%