Washington Trust Advisors, Inc.

CIK

1900099

Location

WELLESLEY, MA

Portfolio Value

Mid $1,090,435,847

Diversification

Diversified

Filing Date

Global Rank

#1,808 / 8,517 ▼ 97

Top Industry

Engineering & Construction 11.2%

3Y Alpha vs SPY

+36.2%

Period ended 46 days ago

Filed Jul 29, 2026 · 17d

19 quarters · since Dec 2021

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

+283.1%

SPY

+75.3%

Annualised alpha

+35.9%

Max drawdown

−19.4%

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

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

Top Position

9.3%

−0.2 pts

Top 5

32.8%

+1.0 pts

Top 10

50.3%

+1.6 pts

HHI

348

Diversified+4

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.5%	$289,116,911	94
Industrials	17.8%	$194,441,705	91
Healthcare	14.3%	$156,151,058	71
Communication Services	10.9%	$118,810,047	25
Financial Services	10.4%	$112,995,645	80
Consumer Cyclical	10.1%	$110,406,223	59
Consumer Defensive	3.1%	$33,983,216	32
Basic Materials	2.0%	$21,994,442	24
Real Estate	1.6%	$16,931,156	22
Utilities	1.5%	$16,499,748	27
Unclassified	0.9%	$9,740,633	9
Energy	0.9%	$9,365,063	28

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
TEM	Tempus AI, Inc.	+29,347	89,166	$5,165,386
GMED	Globus Medical Inc	+24,250	45,006	$3,555,924
NVDA	Nvidia Corp	+10,257	188,690	$37,754,981
FRPT	Freshpet, Inc.	+5,600	18,975	$1,121,802
VEEV	Veeva Systems Inc	+3,475	49,843	$8,845,636
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	$141,232
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
MSFT	Microsoft Corp	+526	51,895	$19,357,872
SPGI	S&P Global Inc.	+524	22,990	$9,362,906
HLT	Hilton Worldwide Holdings Inc.	+508	799	$264,037
PRU	Prudential Financial Inc	+406	420	$45,330
COST	Costco Wholesale Corp /New	+396	1,218	$1,139,402
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−214,128	149,892	$53,566,903
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
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	−4,756	66,264	$33,157,842
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
NDAQ	Nasdaq, Inc.	1,461	$115,156
HONA	Honeywell Aerospace Inc.	461	$101,788
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
WWD	Woodward, Inc.	77	$32,758
AFL	Aflac Inc	246	$28,843
CLS	Celestica Inc	76	$27,724
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
INSM	INSMED Inc	90	$9,595
CEVA	Ceva Inc	200	$9,432
LUNR	Intuitive Machines, Inc.	368	$7,871
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	80,209	$13,608,258
VEA	Vanguard FTSE Developed Markets ETF	61,425	$3,936,114
VB	Vanguard Morningstar Small-Cap ETF	11,444	$2,997,412
BNDX	Vanguard Total International Bond ETF	18,587	$893,105
FNDA	Schwab Fundamental U.S. Small Company ETF	24,903	$807,604
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	1,337	$122,522
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	3,000	$86,550
AOA	iShares Core 80/20 Aggressive Allocation ETF	685	$60,615
VXF	Vanguard Extended Market ETF	245	$50,421
VXUS	Vanguard Total International Stock ETF	622	$47,962
SPOT	Spotify Technology S.A.	94	$45,581
VIG	Vanguard Dividend Appreciation ETF	188	$40,431
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

562 tracked positions · $1,090,435,847 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 562 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PWR	Quanta Services, Inc. Industrials	Reduced	141,309	-16,651	$101,748,132	+17.3%	9.33%
PANW	Palo Alto Networks Inc Technology	Reduced	228,607	-14,876	$77,959,559	+99.7%	7.15%
AAPL	Apple Inc. Technology	Reduced	266,099	-14,715	$76,998,406	+8.0%	7.06%
GOOGL	Alphabet Inc. Communication Services	Reduced	149,892	-214,128	$53,566,903	−48.8%	4.91%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	198,001	-9,549	$47,191,557	+9.2%	4.33%
V	Visa Inc. Financial Services	Reduced	129,395	-6,522	$44,394,130	+8.1%	4.07%
META	Meta Platforms, Inc. Communication Services	Reduced	67,808	-3,937	$38,195,568	−6.9%	3.50%
DE	Deere & Co Industrials	Reduced	59,530	-4,100	$37,761,664	+5.4%	3.46%
NVDA	Nvidia Corp Technology	Added	188,690	+10,257	$37,754,981	+21.3%	3.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	66,264	-4,756	$33,157,842	−11.9%	3.04%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	178,758	+171,226	$31,861,825	+0.5%	2.92%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	120,941	-7,828	$23,368,219	+6.4%	2.14%
RMD	Resmed Inc Healthcare	Reduced	115,745	-4,079	$22,556,385	−16.1%	2.07%
UBER	Uber Technologies, Inc Technology	Reduced	275,959	-10,278	$19,913,201	−3.3%	1.83%
MSFT	Microsoft Corp Technology	Added	51,895	+526	$19,357,872	+1.8%	1.78%
J	Jacobs Solutions Inc. Industrials	Reduced	153,088	-4,278	$19,289,088	−3.7%	1.77%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	27,703	-1,032	$17,273,928	−22.2%	1.58%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	161,961	-9,855	$16,550,793	+7.5%	1.52%
PEP	Pepsico Inc Consumer Defensive	Reduced	116,493	-1,871	$15,773,152	−14.2%	1.45%
BDX	Becton Dickinson & Co Healthcare	Reduced	95,949	-76	$14,519,962	−3.8%	1.33%
SNOW	Snowflake Inc. Technology	Reduced	55,518	-4,502	$14,129,331	+56.1%	1.30%
SPHR	Sphere Entertainment Co. Communication Services	Reduced	77,758	-12,686	$13,454,466	+26.7%	1.23%
BEPC	Brookfield Renewable Corp Utilities	Reduced	362,218	-30,594	$13,445,532	−14.1%	1.23%
DIS	Walt Disney Co Communication Services	Reduced	126,074	-8,061	$12,134,622	−6.1%	1.11%
EW	Edwards Lifesciences Corp Healthcare	Reduced	129,607	-4,208	$11,724,248	+9.4%	1.08%
JNJ	Johnson & Johnson Healthcare	Reduced	44,934	-942	$11,411,887	+1.8%	1.05%
ZBRA	Zebra Technologies Corp Technology	Reduced	42,509	-2,739	$11,190,919	+18.3%	1.03%
ECL	Ecolab Inc. Basic Materials	Reduced	37,344	-2,573	$10,404,411	−2.0%	0.95%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	33,458	-4,478	$9,809,216	−11.0%	0.90%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	29,204	-788	$9,559,345	+8.4%	0.88%
SPGI	S&P Global Inc. Financial Services	Added	22,990	+524	$9,362,906	−2.0%	0.86%
ASML	Asml Holding NV Technology	Reduced	4,572	-72	$9,095,719	+48.3%	0.83%
VEEV	Veeva Systems Inc Healthcare	Added	49,843	+3,475	$8,845,636	+8.6%	0.81%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	50,798	-639	$8,309,028	−6.4%	0.76%
XYL	Xylem Inc. Industrials	Added	70,141	+1,080	$8,291,366	+0.5%	0.76%
WMT	Walmart Inc. Consumer Defensive	Reduced	63,712	-19,468	$7,216,020	−30.2%	0.66%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	16,831	-135	$6,693,351	−14.4%	0.61%
INVH	Invitation Homes Inc. Real Estate	Reduced	203,826	-32,818	$6,157,583	+4.7%	0.56%
KMI	Kinder Morgan, Inc. Energy	Reduced	190,409	-5,430	$6,087,375	−7.3%	0.56%
SPY	Spdr S&P 500 ETF Trust	Added	7,931	+1,076	$5,922,631	+32.9%	0.54%
IBM	International Business Machines Corp Technology	Reduced	20,452	-340	$5,751,306	+14.1%	0.53%
CSCO	Cisco Systems, Inc. Technology	Reduced	46,003	-6,203	$5,403,512	+33.4%	0.50%
MDLN	Medline Inc. Healthcare	NEW	136,179	NEW	$5,370,899	NEW	0.49%
TEM	Tempus AI, Inc. Healthcare	Added	89,166	+29,347	$5,165,386	+91.0%	0.47%
CHWY	Chewy, Inc. Consumer Cyclical	Reduced	259,653	-17,132	$5,102,181	−31.7%	0.47%
WAT	Waters Corp /De/ Healthcare	Reduced	12,995	-36	$4,873,644	+25.6%	0.45%
ETN	Eaton Corp plc Industrials	Reduced	9,052	-605	$3,857,237	+11.7%	0.35%
ABBV	AbbVie Inc. Healthcare	Reduced	15,278	-1,091	$3,844,555	+8.0%	0.35%
KO	Coca Cola Co Consumer Defensive	Reduced	45,024	-5,725	$3,659,099	−5.2%	0.34%
GMED	Globus Medical Inc Healthcare	Added	45,006	+24,250	$3,555,924	+98.8%	0.33%

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.