WASHINGTON TRUST Co

Bank

CIK

1079736

Location

WESTERLY, RI

Portfolio Value

Small $720,168,798

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

38 positions · $720,168,798 total · Technology only · as of Mar 31, 2026

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

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%	19.06%
AVGO	Broadcom Inc. Technology	Reduced	346,043	-19,413	$107,103,768	−15.3%	14.87%
NVDA	Nvidia Corp Technology	Reduced	532,300	-12,963	$92,833,119	−8.7%	12.89%
MSFT	Microsoft Corp Technology	Added	202,007	+2,331	$74,776,930	−22.6%	10.38%
KLAC	Kla Corp Technology	Reduced	26,915	-574	$39,629,914	+18.6%	5.50%
PANW	Palo Alto Networks Inc Technology	Reduced	191,762	-1,930	$30,743,283	−13.8%	4.27%
ADI	Analog Devices Inc Technology	Reduced	93,625	-992	$29,785,856	+16.1%	4.14%
ASML	Asml Holding NV Technology	Reduced	19,431	-356	$25,665,047	+21.2%	3.56%
GLW	Corning Inc /Ny Technology	Reduced	182,683	-5,538	$24,839,406	+50.7%	3.45%
UBER	Uber Technologies, Inc Technology	Added	270,956	+4,656	$19,489,864	−10.4%	2.71%
DELL	Dell Technologies Inc. Technology	Added	111,192	+18,102	$18,249,942	+55.7%	2.53%
CSCO	Cisco Systems, Inc. Technology	Reduced	224,459	-418	$17,415,773	+0.5%	2.42%
ACN	Accenture plc Technology	Added	81,622	+4,883	$16,184,826	−21.4%	2.25%
ADP	Automatic Data Processing Inc Technology	Added	73,454	+1,504	$14,924,382	−19.4%	2.07%
CRM	Salesforce, Inc. Technology	Added	71,336	+798	$13,316,289	−28.7%	1.85%
TEL	TE Connectivity plc Technology	Reduced	55,562	-137	$11,613,568	−8.4%	1.61%
ADBE	Adobe Inc. Technology	Added	41,670	+3,716	$10,129,142	−23.7%	1.41%
BR	Broadridge Financial Solutions, Inc. Technology	Added	60,326	+2,821	$9,801,768	−23.6%	1.36%
IBM	International Business Machines Corp Technology	Added	16,744	+406	$4,058,577	−16.1%	0.56%
FIS	Fidelity National Information Services, Inc. Technology	Reduced	82,795	-5,254	$3,883,912	−33.6%	0.54%
SRAD	Sportradar Group AG Technology	Added	217,813	+101,183	$3,646,189	+31.5%	0.51%
ORCL	Oracle Corp Technology	Added	21,070	+1,579	$3,099,607	−18.4%	0.43%
CTSH	Cognizant Technology Solutions Corp Technology	Reduced	49,041	-1,502	$3,008,665	−28.3%	0.42%
ROP	Roper Technologies Inc Technology	Reduced	5,405	-92	$1,912,612	−21.8%	0.27%
PAYX	Paychex Inc Technology	Reduced	11,723	-488	$1,079,922	−21.2%	0.15%
INTC	Intel Corp Technology	Reduced	22,888	-87	$1,010,047	+19.1%	0.14%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,983	-70	$670,153	+7.4%	0.09%
MCHP	Microchip Technology Inc Technology	Reduced	9,635	-128	$622,516	+0.1%	0.09%
AMAT	Applied Materials Inc /De Technology	Reduced	1,646	-31	$562,585	+30.5%	0.08%
TRMB	Trimble Inc. Technology	Held	6,989	0	$455,892	−16.7%	0.06%
AKAM	Akamai Technologies Inc Technology	Reduced	3,499	-752	$401,859	+8.3%	0.06%
AMD	Advanced Micro Devices Inc Technology	Added	1,630	+20	$331,589	−3.8%	0.05%
LRCX	Lam Research Corp Technology	Reduced	1,464	-133	$312,798	+14.4%	0.04%
FTNT	Fortinet, Inc. Technology	Held	3,825	0	$312,579	+2.9%	0.04%
QCOM	Qualcomm Inc/De Technology	Added	2,417	+538	$311,260	−3.2%	0.04%
TXN	Texas Instruments Inc Technology	Reduced	1,417	-112	$275,095	+3.7%	0.04%
MRVL	Marvell Technology, Inc. Technology	Reduced	2,396	-367	$237,323	+1.1%	0.03%
MSI	Motorola Solutions, Inc. Technology	Reduced	534	-16	$231,739	+9.9%	0.03%