Washington Trust Advisors, Inc.

CIK

1900099

Location

WELLESLEY, MA

Portfolio Value

Mid $1,347,002,574

Diversification

Diversified

Filing Date

Global Rank

#2,080 / 8,793 ▼ 188 · as of Jun 2026

Top Industry

Internet Content & Information 13.9%

Period ended 3 months ago

Filed Jul 29, 2026 · 2mo

19 quarters · since Dec 2021

Clone Performance

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

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Portfolio Concentration

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

Top Position

9.2%

+0.6 pts

Top 5

32.3%

+3.8 pts

Top 10

47.7%

+3.3 pts

HHI

332

Diversified+28

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	21.5%	$289,258,143	94
Industrials	14.4%	$194,441,834	91
Communication Services	14.0%	$188,869,914	25
Unclassified	13.4%	$180,488,531	56
Healthcare	11.6%	$156,151,058	71
Financial Services	8.8%	$117,915,454	81
Consumer Cyclical	8.2%	$110,406,223	59
Consumer Defensive	2.5%	$33,983,216	32
Basic Materials	1.6%	$21,994,442	24
Energy	1.5%	$20,062,855	29
Real Estate	1.3%	$16,931,156	22
Utilities	1.2%	$16,499,748	27

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+171,226	178,758	$31,861,825
VB	Vanguard Morningstar Small-Cap ETF	+111,717	250,695	$54,695,143
DCOR	Dimensional US Core Equity 1 ETF	+33,489	719,622	$33,567,238
TEM	Tempus AI, Inc.	+29,347	89,166	$5,165,386
GMED	Globus Medical Inc	+24,250	45,006	$3,555,924
—		+12,777	18,129	$832,129
NVDA	Nvidia Corp	+10,257	188,690	$37,754,981
VCRM	Vanguard Core Tax-Exempt Bond ETF	+6,836	180,974	$9,153,664
FRPT	Freshpet, Inc.	+5,600	18,975	$1,121,802
VEEV	Veeva Systems Inc	+3,475	49,843	$8,845,636
BNDW	Vanguard Total World Bond ETF	+1,631	22,519	$1,769,802
SRE	Sempra	+1,110	2,915	$270,249
XYL	Xylem Inc.	+1,080	70,141	$8,291,366
SPY	Spdr S&P 500 ETF Trust	+1,076	7,931	$5,922,631
BX	Blackstone Inc.	+970	2,591	$304,882
ARWR	Arrowhead Pharmaceuticals, Inc.	+911	26,185	$2,134,339
NFLX	Netflix Inc	+873	6,719	$479,736
GLDM	World Gold Trust	+785	3,733	$296,474
PG	PROCTER & GAMBLE Co	+778	18,292	$2,682,338
APH	Amphenol Corp /De/	+738	801	$282,464
PNC	Pnc Financial Services Group, Inc.	+722	1,097	$270,102
PPL	PPL Corp	+717	862	$31,333
NBTB	Nbt Bancorp Inc	+693	13,626	$672,715
DHR	Danaher Corp /De/	+680	830	$158,098
PLTR	Palantir Technologies Inc.	+544	3,815	$445,095
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NKE	NIKE, Inc.	−58,514	59,965	$2,461,563
INVH	Invitation Homes Inc.	−32,818	203,826	$6,157,583
BEPC	Brookfield Renewable Corp	−30,594	362,218	$13,445,532
ARE	Alexandria Real Estate Equities, Inc.	−25,635	6,748	$356,631
WMT	Walmart Inc.	−19,468	63,712	$7,216,020
CHWY	Chewy, Inc.	−17,132	259,653	$5,102,181
PWR	Quanta Services, Inc.	−16,651	141,309	$101,748,132
GOOGL	Alphabet Inc.	−15,846	348,174	$123,625,881
PYPL	PayPal Holdings, Inc.	−15,655	17,238	$744,336
PANW	Palo Alto Networks Inc	−14,876	228,607	$77,959,559
AAPL	Apple Inc.	−14,715	266,099	$76,998,406
SPHR	Sphere Entertainment Co.	−12,686	77,758	$13,454,466
PEN	Penumbra Inc	−11,015	7,671	$2,422,118
UBER	Uber Technologies, Inc	−10,278	275,959	$19,913,201
NEOG	Neogen Corp	−9,868	1,014	$9,115
SBUX	Starbucks Corp	−9,855	161,961	$16,550,793
AMZN	Amazon Com Inc	−9,549	198,001	$47,191,557
DIS	Walt Disney Co	−8,061	126,074	$12,134,622
IQV	Iqvia Holdings Inc.	−7,828	120,941	$23,368,219
V	Visa Inc.	−6,522	129,395	$44,394,130
CSCO	Cisco Systems, Inc.	−6,203	46,003	$5,403,512
KO	Coca Cola Co	−5,725	45,024	$3,659,099
DEO	Diageo PLC	−5,666	2,677	$215,177
KMI	Kinder Morgan, Inc.	−5,430	190,409	$6,087,375
BRK-B	Berkshire Hathaway Inc	−4,751	66,269	$36,902,092
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MDLN	Medline Inc.	136,179	$5,370,899
ZETA	Zeta Global Holdings Corp.	93,672	$1,843,464
KTOS	Kratos Defense & Security Solutions, Inc.	15,927	$794,120
FDXF	FedEx Freight Holding Company, Inc.	2,296	$346,696
BEDY	BNY Mellon Enhanced Dividend and Income ETF	11,627	$307,441
NDAQ	Nasdaq, Inc.	1,461	$115,156
HONA	Honeywell Aerospace Inc.	461	$101,917
RVMD	Revolution Medicines, Inc.	482	$90,268
RSG	Republic Services, Inc.	311	$66,267
LITE	Lumentum Holdings Inc.	71	$60,922
AFRM	Affirm Holdings, Inc.	601	$49,011
SPCX	Space Exploration Technologies Corp	252	$43,056
MSCI	MSCI Inc.	73	$40,882
AIRR	First Trust RBA American Industrial Renaissance ETF	464	$35,208
WWD	Woodward, Inc.	77	$32,758
AFL	Aflac Inc	246	$28,843
CLS	Celestica Inc	76	$27,724
ANEW	ProShares MSCI Transformational Changes ETF	287	$21,783
BJ	BJ's Wholesale Club Holdings, Inc.	200	$17,444
W	Wayfair Inc.	184	$17,005
CLX	Clorox Co /De/	165	$15,747
RKLB	Rocket Lab Corp	141	$14,332
CRWV	CoreWeave, Inc.	140	$13,935
AZN	Astrazeneca PLC	53	$10,049
ASTS	AST SpaceMobile, Inc.	112	$9,952
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SPOT	Spotify Technology S.A.	94	$45,581
CELH	Celsius Holdings, Inc.	1,000	$35,480
STWD	Starwood Property Trust, Inc.	1,000	$17,220
HSIC	Henry Schein Inc	190	$14,003
LHX	L3harris Technologies, Inc. /De/	30	$10,354
DDD	3D Systems Corp	4,225	$7,943
AWR	American States Water Co	100	$7,562
BEEP	Mobile Infrastructure Corp	3,281	$7,349
CTAS	Cintas Corp	35	$5,919
MOS	Mosaic Co	116	$2,958
WELL	Welltower Inc.	14	$2,767
BXP	BXP, Inc.	46	$2,387
FISV	Fiserv Inc	40	$2,232
EXC	Exelon Corp	43	$2,107
BBY	Best Buy Co Inc	32	$2,054
POOL	Pool Corp	10	$2,023
BABA	Alibaba Group Holding Ltd	16	$2,007
CB	Chubb Ltd	6	$1,955
NYC	American Strategic Investment Co.	224	$1,908
NICE	NICE Ltd.	17	$1,874
WSM	Williams Sonoma Inc	10	$1,823
COR	Cencora, Inc.	5	$1,570
TSN	Tyson Foods, Inc.	22	$1,409
AMCR	Amcor plc	33	$1,311
BRO	Brown & Brown, Inc.	20	$1,304
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

611 tracked positions · $1,347,002,574 total · filing declares 917 positions · $1,347,088,831 · 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 611 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	348,174	-15,846	$123,625,881	+18.3%	9.18%
PWR	Quanta Services, Inc. Industrials	Reduced	141,309	-16,651	$101,748,132	+17.3%	7.55%
PANW	Palo Alto Networks Inc Technology	Reduced	228,607	-14,876	$77,959,559	+99.7%	5.79%
AAPL	Apple Inc. Technology	Reduced	266,099	-14,715	$76,998,406	+8.0%	5.72%
VB	Vanguard Morningstar Small-Cap ETF	Added	250,695	+111,717	$54,695,143	+40.4%	4.06%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	198,001	-9,549	$47,191,557	+9.2%	3.50%
V	Visa Inc. Financial Services	Reduced	129,395	-6,522	$44,394,130	+8.1%	3.30%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	1,147,836	-253	$39,495,090	+9.4%	2.93%
META	Meta Platforms, Inc. Communication Services	Reduced	67,808	-3,937	$38,195,568	−6.9%	2.84%
DE	Deere & Co Industrials	Reduced	59,530	-4,100	$37,761,664	+5.4%	2.80%
NVDA	Nvidia Corp Technology	Added	188,690	+10,257	$37,754,981	+21.3%	2.80%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	66,269	-4,751	$36,902,092	−1.9%	2.74%
DCOR	Dimensional US Core Equity 1 ETF	Added	719,622	+33,489	$33,567,238	+14.2%	2.49%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	178,758	+171,226	$31,861,825	+0.5%	2.37%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	120,941	-7,828	$23,368,219	+6.4%	1.73%
RMD	Resmed Inc Healthcare	Reduced	115,745	-4,079	$22,556,385	−16.1%	1.67%
UBER	Uber Technologies, Inc Technology	Reduced	275,959	-10,278	$19,913,201	−3.3%	1.48%
MSFT	Microsoft Corp Technology	Added	51,895	+526	$19,357,872	+1.8%	1.44%
J	Jacobs Solutions Inc. Industrials	Reduced	153,088	-4,278	$19,289,088	−3.7%	1.43%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	27,703	-1,032	$17,273,928	−22.2%	1.28%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	161,961	-9,855	$16,550,793	+7.5%	1.23%
PEP	Pepsico Inc Consumer Defensive	Reduced	116,493	-1,871	$15,773,152	−14.2%	1.17%
BDX	Becton Dickinson & Co Healthcare	Reduced	95,949	-76	$14,519,962	−3.8%	1.08%
SNOW	Snowflake Inc. Technology	Reduced	55,518	-4,502	$14,129,331	+56.1%	1.05%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	148,747	-3,441	$14,113,166	—	1.05%
SPHR	Sphere Entertainment Co. Communication Services	Reduced	77,758	-12,686	$13,454,466	+26.7%	1.00%
BEPC	Brookfield Renewable Corp Utilities	Reduced	362,218	-30,594	$13,445,532	−14.1%	1.00%
DIS	Walt Disney Co Communication Services	Reduced	126,074	-8,061	$12,134,622	−6.1%	0.90%
EW	Edwards Lifesciences Corp Healthcare	Reduced	129,607	-4,208	$11,724,248	+9.4%	0.87%
JNJ	Johnson & Johnson Healthcare	Reduced	44,934	-942	$11,411,887	+1.8%	0.85%
ZBRA	Zebra Technologies Corp Technology	Reduced	42,509	-2,739	$11,190,919	+18.3%	0.83%
XOM	ExxonMobil Holdings Corp Energy	Reduced	78,246	-1,963	$10,697,792	−21.4%	0.79%
ECL	Ecolab Inc. Basic Materials	Reduced	37,344	-2,573	$10,404,411	−2.0%	0.77%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	33,458	-4,478	$9,809,216	−11.0%	0.73%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	29,204	-788	$9,559,345	+8.4%	0.71%
SPGI	S&P Global Inc. Financial Services	Added	22,990	+524	$9,362,906	−2.0%	0.70%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	180,974	+6,836	$9,153,664	+5.4%	0.68%
ASML	Asml Holding NV Technology	Reduced	4,572	-72	$9,095,719	+48.3%	0.68%
VEEV	Veeva Systems Inc Healthcare	Added	49,843	+3,475	$8,845,636	+8.6%	0.66%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	50,798	-639	$8,309,028	−6.4%	0.62%
XYL	Xylem Inc. Industrials	Added	70,141	+1,080	$8,291,366	+0.5%	0.62%
WMT	Walmart Inc. Consumer Defensive	Reduced	63,712	-19,468	$7,216,020	−30.2%	0.54%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	16,831	-135	$6,693,351	−14.4%	0.50%
INVH	Invitation Homes Inc. Real Estate	Reduced	203,826	-32,818	$6,157,583	+4.7%	0.46%
KMI	Kinder Morgan, Inc. Energy	Reduced	190,409	-5,430	$6,087,375	−7.3%	0.45%
SPY	Spdr S&P 500 ETF Trust	Added	7,931	+1,076	$5,922,631	+32.9%	0.44%
IBM	International Business Machines Corp Technology	Reduced	20,452	-340	$5,751,306	+14.1%	0.43%
CSCO	Cisco Systems, Inc. Technology	Reduced	46,003	-6,203	$5,403,512	+33.4%	0.40%
MDLN	Medline Inc. Healthcare	NEW	136,179	NEW	$5,370,899	NEW	0.40%
TEM	Tempus AI, Inc. Healthcare	Added	89,166	+29,347	$5,165,386	+91.0%	0.38%

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.