Washington Trust Advisors, Inc.

CIK

1900099

Location

WELLESLEY, MA

Portfolio Value

Small $975,257,654

Diversification

Diversified

Filing Date

Global Rank

#1,780 / 8,603 ▼ 4 · as of Mar 2026

Top Industry

Engineering & Construction 11.0%

3Y Alpha vs SPY

-4.4%

Period ended 3 months ago

Filed Apr 6, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+57.0%

SPY

+76.0%

Annualised alpha

-4.5%

Max drawdown

−19.4%

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

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

Top Position

8.9%

+1.3 pts

Top 5

29.4%

+0.6 pts

Top 10

48.0%

+0.2 pts

HHI

322

Diversified+7

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.9%	$223,119,023	82
Industrials	17.9%	$174,637,944	77
Healthcare	16.0%	$156,505,386	70
Communication Services	11.4%	$111,329,064	25
Financial Services	11.1%	$108,414,503	71
Consumer Cyclical	8.4%	$81,754,492	59
Consumer Defensive	4.0%	$39,489,260	34
Basic Materials	2.4%	$23,546,777	24
Utilities	2.0%	$19,019,458	27
Real Estate	1.9%	$18,302,006	28
Energy	1.1%	$10,601,580	28
Unclassified	0.9%	$8,538,161	10

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
ARWR	Arrowhead Pharmaceuticals, Inc.	+24,729	25,274	$1,584,679
SPGI	S&P Global Inc.	+21,464	22,466	$9,040,385
MSFT	Microsoft Corp	+4,642	51,369	$19,015,262
XYL	Xylem Inc.	+4,221	69,061	$8,252,789
MPLX	Mplx LP	+2,920	6,745	$384,937
EQT	EQT Corp	+2,820	3,102	$197,411
SNOW	Snowflake Inc.	+2,121	60,020	$9,052,215
T	At&T Inc.	+1,544	17,558	$509,005
ANGO	Angiodynamics Inc	+1,500	3,900	$44,343
ETN	Eaton Corp plc	+1,402	9,657	$3,454,018
BX	Blackstone Inc.	+1,014	1,621	$186,398
DIA	Spdr Dow Jones Industrial Average ETF Trust	+994	1,631	$755,462
KO	Coca Cola Co	+941	50,749	$3,859,461
GLDM	World Gold Trust	+827	2,948	$273,250
NFLX	Netflix Inc	+729	5,846	$562,092
RGA	Reinsurance Group Of America Inc	+503	2,241	$457,522
C	Citigroup Inc	+429	604	$68,499
PANW	Palo Alto Networks Inc	+429	243,483	$39,035,193
CMCSA	Comcast Corp	+331	1,236	$35,484
PLTR	Palantir Technologies Inc.	+307	3,271	$478,481
EBAY	Ebay Inc	+295	584	$53,155
AVGO	Broadcom Inc.	+271	2,498	$773,155
AMD	Advanced Micro Devices Inc	+249	811	$164,980
ABT	Abbott Laboratories	+219	27,266	$2,799,399
FRPT	Freshpet, Inc.	+200	13,375	$788,590
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYPL	PayPal Holdings, Inc.	−57,660	32,893	$1,487,750
DOCU	Docusign, Inc.	−20,388	5,408	$256,393
ARE	Alexandria Real Estate Equities, Inc.	−19,709	32,383	$1,503,218
INVH	Invitation Homes Inc.	−16,898	236,644	$5,880,603
BEPC	Brookfield Renewable Corp	−13,100	392,812	$15,645,701
SPHR	Sphere Entertainment Co.	−12,967	90,444	$10,618,125
PWR	Quanta Services, Inc.	−11,926	157,960	$86,723,198
CHWY	Chewy, Inc.	−8,099	276,785	$7,473,195
UBER	Uber Technologies, Inc	−7,209	286,237	$20,589,026
SPY	Spdr S&P 500 ETF Trust	−6,983	6,855	$4,458,080
AAPL	Apple Inc.	−6,933	280,814	$71,267,784
APD	Air Products & Chemicals, Inc.	−6,570	37,936	$11,020,027
DEO	Diageo PLC	−5,772	8,343	$621,136
SBUX	Starbucks Corp	−5,680	171,816	$15,392,994
NKE	NIKE, Inc.	−4,894	118,479	$6,258,060
DIS	Walt Disney Co	−4,651	134,135	$12,927,931
EW	Edwards Lifesciences Corp	−4,190	133,815	$10,715,904
GOOGL	Alphabet Inc.	−3,950	156,165	$44,906,806
J	Jacobs Solutions Inc.	−3,838	157,366	$20,029,544
BRK-B	Berkshire Hathaway Inc	−3,688	71,015	$34,030,387
AMZN	Amazon Com Inc	−3,466	207,550	$43,226,438
KMI	Kinder Morgan, Inc.	−3,214	195,839	$6,566,481
PEP	Pepsico Inc	−3,055	118,364	$18,380,745
IQV	Iqvia Holdings Inc.	−3,005	128,769	$21,960,264
V	Visa Inc.	−2,870	135,917	$41,079,553
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
WAT	Waters Corp /De/	13,031	$3,880,631
TEM	Tempus AI, Inc.	59,819	$2,705,015
ELAN	Elanco Animal Health Inc	1,980	$47,381
ORLY	O Reilly Automotive Inc	421	$38,862
CHRW	C. H. Robinson Worldwide, Inc.	232	$38,528
CELH	Celsius Holdings, Inc.	1,000	$35,480
RDDT	Reddit, Inc.	214	$28,815
FTI	TechnipFMC plc	227	$15,692
BFAM	Bright Horizons Family Solutions Inc.	185	$15,194
CHD	Church & Dwight Co Inc /De/	136	$12,691
KEYS	Keysight Technologies, Inc.	44	$12,423
RF	Regions Financial Corp	460	$12,015
GRMN	Garmin Ltd	50	$11,600
ITW	Illinois Tool Works Inc	17	$4,424
ANET	Arista Networks, Inc.	36	$4,420
WDC	Western Digital Corp	15	$4,057
URI	United Rentals, Inc.	5	$3,642
CRH	Crh Public Ltd Co	33	$3,468
VVV	Valvoline Inc	96	$3,233
SNDK	Sandisk Corp	5	$3,176
STX	Seagate Technology Holdings plc	8	$3,134
GM	General Motors Co	42	$3,129
DAL	Delta Air Lines, Inc.	45	$2,991
VLO	Valero Energy Corp/Tx	12	$2,964
MOS	Mosaic Co	116	$2,958
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
MTN	Vail Resorts Inc	3,263	$433,326
NDAQ	Nasdaq, Inc.	479	$46,525
ARES	Ares Management Corp	230	$37,174
ALDX	Aldeyra Therapeutics, Inc.	2,800	$14,504
LNG	Cheniere Energy, Inc.	67	$13,024
TEAM	Atlassian Corp	69	$11,187
PINS	Pinterest, Inc.	404	$10,459
ALC	Alcon Inc	102	$8,038
DKNG	DraftKings Inc.	175	$6,030
CABO	Cable One, Inc.	50	$5,642
QRVO	Qorvo, Inc.	61	$5,155
DT	Dynatrace, Inc.	113	$4,897
OWL	Blue Owl Capital Inc.	306	$4,571
ALNY	Alnylam Pharmaceuticals, Inc.	9	$3,578
SAIL	SailPoint, Inc.	115	$2,326
APPN	Appian Corp	38	$1,345
JD	JD.com, Inc.	25	$717
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

535 positions · $975,257,654 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 535 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PWR	Quanta Services, Inc. Industrials	Reduced	157,960	-11,926	$86,723,198	+20.9%	8.89%
AAPL	Apple Inc. Technology	Reduced	280,814	-6,933	$71,267,784	−8.9%	7.31%
GOOGL	Alphabet Inc. Communication Services	Reduced	156,165	-3,950	$44,906,806	−10.4%	4.60%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	207,550	-3,466	$43,226,438	−11.3%	4.43%
V	Visa Inc. Financial Services	Reduced	135,917	-2,870	$41,079,553	−15.6%	4.21%
META	Meta Platforms, Inc. Communication Services	Reduced	71,745	-1,789	$41,047,466	−15.4%	4.21%
PANW	Palo Alto Networks Inc Technology	Added	243,483	+429	$39,035,193	−12.8%	4.00%
DE	Deere & Co Industrials	Reduced	63,630	-2,556	$35,842,779	+16.3%	3.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	71,015	-3,688	$34,030,387	−9.4%	3.49%
NVDA	Nvidia Corp Technology	Reduced	178,433	-578	$31,118,715	−6.8%	3.19%
RMD	Resmed Inc Healthcare	Reduced	119,824	-2,741	$26,898,091	−8.9%	2.76%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	28,735	-689	$22,201,810	−2.2%	2.28%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	128,769	-3,005	$21,960,264	−26.1%	2.25%
UBER	Uber Technologies, Inc Technology	Reduced	286,237	-7,209	$20,589,026	−14.1%	2.11%
J	Jacobs Solutions Inc. Industrials	Reduced	157,366	-3,838	$20,029,544	−6.2%	2.05%
MSFT	Microsoft Corp Technology	Added	51,369	+4,642	$19,015,262	−15.9%	1.95%
PEP	Pepsico Inc Consumer Defensive	Reduced	118,364	-3,055	$18,380,745	+5.5%	1.88%
BEPC	Brookfield Renewable Corp Utilities	Reduced	392,812	-13,100	$15,645,701	+0.5%	1.60%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	171,816	-5,680	$15,392,994	+3.0%	1.58%
BDX	Becton Dickinson & Co Healthcare	Reduced	96,025	-19	$15,098,009	+3.0%	1.55%
DIS	Walt Disney Co Communication Services	Reduced	134,135	-4,651	$12,927,931	−18.1%	1.33%
JNJ	Johnson & Johnson Healthcare	Reduced	45,876	-20	$11,213,929	+18.1%	1.15%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	37,936	-6,570	$11,020,027	+0.2%	1.13%
EW	Edwards Lifesciences Corp Healthcare	Reduced	133,815	-4,190	$10,715,904	−8.9%	1.10%
ECL	Ecolab Inc. Basic Materials	Reduced	39,917	-1,530	$10,618,720	−2.4%	1.09%
SPHR	Sphere Entertainment Co. Communication Services	Reduced	90,444	-12,967	$10,618,125	+8.0%	1.09%
WMT	Walmart Inc. Consumer Defensive	Reduced	83,180	-245	$10,337,609	+11.2%	1.06%
ZBRA	Zebra Technologies Corp Technology	Reduced	45,248	-1,494	$9,460,451	−16.6%	0.97%
SNOW	Snowflake Inc. Technology	Added	60,020	+2,121	$9,052,215	−28.7%	0.93%
SPGI	S&P Global Inc. Financial Services	Added	22,466	+21,464	$9,040,385	+1724.9%	0.93%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	51,437	-607	$8,876,997	−2.8%	0.91%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	29,992	-701	$8,822,445	−10.8%	0.90%
XYL	Xylem Inc. Industrials	Added	69,061	+4,221	$8,252,789	−6.5%	0.85%
VEEV	Veeva Systems Inc Healthcare	Reduced	46,368	-121	$8,145,002	−21.5%	0.84%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	16,966	-462	$7,821,155	−20.8%	0.80%
CHWY	Chewy, Inc. Consumer Cyclical	Reduced	276,785	-8,099	$7,473,195	−20.6%	0.77%
KMI	Kinder Morgan, Inc. Energy	Reduced	195,839	-3,214	$6,566,481	+20.0%	0.67%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	118,479	-4,894	$6,258,060	−20.4%	0.64%
PEN	Penumbra Inc Healthcare	Reduced	18,686	-1,422	$6,135,921	−1.9%	0.63%
ASML	Asml Holding NV Technology	Reduced	4,644	-170	$6,133,934	+19.1%	0.63%
INVH	Invitation Homes Inc. Real Estate	Reduced	236,644	-16,898	$5,880,603	−16.5%	0.60%
IBM	International Business Machines Corp Technology	Reduced	20,792	-1,065	$5,039,772	−22.2%	0.52%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,855	-6,983	$4,458,080	−52.8%	0.46%
CSCO	Cisco Systems, Inc. Technology	Added	52,206	+105	$4,050,663	+0.9%	0.42%
WAT	Waters Corp /De/ Healthcare	NEW	13,031	NEW	$3,880,631	NEW	0.40%
KO	Coca Cola Co Consumer Defensive	Added	50,749	+941	$3,859,461	+10.8%	0.40%
ABBV	AbbVie Inc. Healthcare	Added	16,369	+17	$3,560,092	−4.7%	0.37%
ETN	Eaton Corp plc Industrials	Added	9,657	+1,402	$3,454,018	+31.4%	0.35%
ABT	Abbott Laboratories Healthcare	Added	27,266	+219	$2,799,399	−17.4%	0.29%
TEM	Tempus AI, Inc. Healthcare	NEW	59,819	NEW	$2,705,015	NEW	0.28%