Washington Trust Bank
BankFiling Date
Global Rank
#1,847
/ 8,623
▼ 32
· as of Mar 2026
Top Industry
Farm & Heavy Construction Machinery
11.0%
3Y Alpha vs SPY
-4.0%
Period ended 4 months ago
Filed May 7, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical 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
+56.8%
SPY
+65.3%
Annualised alpha
-2.1%
Max drawdown
−17.7%
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. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
148 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.4%
+1.1 pts
Top 5
32.2%
−1.4 pts
Top 10
47.5%
−1.8 pts
HHI
330
Diversified−14
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.0% | $259,751,555 |
| Industrials | 17.1% | $158,973,137 |
| Financial Services | 12.9% | $119,475,419 |
| Healthcare | 8.9% | $82,097,323 |
| Consumer Cyclical | 8.8% | $81,487,806 |
| Consumer Defensive | 8.1% | $74,853,572 |
| Communication Services | 7.0% | $65,127,120 |
| Energy | 3.5% | $32,676,302 |
| Utilities | 2.1% | $19,447,699 |
| Basic Materials | 1.6% | $15,259,705 |
| Real Estate | 1.5% | $14,057,109 |
| Unclassified | 0.4% | $3,995,081 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | +90,493 | 93,933 | $9,031,657 | |
| LLY | ELI LILLY & Co | +9,887 | 17,527 | $16,120,808 | |
| GOOGL | Alphabet Inc. | +8,203 | 92,419 | $26,576,007 | |
| UNH | Unitedhealth Group Inc | +5,854 | 35,169 | $9,516,379 | |
| META | Meta Platforms, Inc. | +4,403 | 28,936 | $16,555,153 | |
| NOW | ServiceNow, Inc. | +4,175 | 63,261 | $6,613,936 | |
| GE | General Electric Co | +2,013 | 22,027 | $6,250,601 | |
| PLTR | Palantir Technologies Inc. | +1,897 | 115,639 | $16,915,671 | |
| STZ | Constellation Brands, Inc. | +1,469 | 58,991 | $8,848,650 | |
| MO | Altria Group, Inc. | +1,412 | 35,547 | $2,345,746 | |
| MDLZ | Mondelez International, Inc. | +1,245 | 5,762 | $332,121 | |
| PFE | Pfizer Inc | +1,000 | 17,728 | $497,802 | |
| INTC | Intel Corp | +799 | 9,799 | $432,429 | |
| BA | Boeing Co | +748 | 7,286 | $1,450,132 | |
| ORCL | Oracle Corp | +726 | 17,426 | $2,563,538 | |
| ABBV | AbbVie Inc. | +578 | 12,459 | $2,709,707 | |
| TT | Trane Technologies plc | +544 | 1,294 | $539,261 | |
| EMR | Emerson Electric Co | +513 | 5,291 | $693,226 | |
| MCD | Mcdonalds Corp | +404 | 3,905 | $1,213,634 | |
| PEP | Pepsico Inc | +381 | 4,743 | $736,540 | |
| IBM | International Business Machines Corp | +361 | 2,073 | $502,474 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +145 | 794 | $489,706 | |
| KO | Coca Cola Co | +145 | 4,464 | $339,487 | |
| QQQ | Invesco Qqq Trust, Series 1 | +123 | 1,155 | $666,642 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMCSA | Comcast Corp | −363,876 | 11,955 | $343,227 | |
| ELV | Elevance Health, Inc. | −32,191 | 2,599 | $760,856 | |
| DIS | Walt Disney Co | −24,182 | 126,611 | $12,202,767 | |
| NI | Nisource Inc. | −23,046 | 175,829 | $8,204,180 | |
| NVDA | Nvidia Corp | −22,129 | 296,748 | $51,752,850 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −21,457 | 57,860 | $10,035,816 | |
| SBUX | Starbucks Corp | −17,575 | 154,698 | $13,859,393 | |
| MRK | Merck & Co., Inc. | −15,643 | 132,592 | $15,949,490 | |
| PNC | Pnc Financial Services Group, Inc. | −14,471 | 83,845 | $17,447,305 | |
| TJX | Tjx Companies Inc /De/ | −11,959 | 102,413 | $16,355,355 | |
| AVGO | Broadcom Inc. | −10,941 | 126,691 | $39,212,130 | |
| AMZN | Amazon Com Inc | −10,364 | 158,461 | $33,002,671 | |
| ONB | Old National Bancorp /In/ | −9,671 | 58,551 | $1,293,977 | |
| XOM | ExxonMobil Holdings Corp | −7,910 | 68,833 | $11,678,206 | |
| PLD | Prologis, Inc. | −7,468 | 45,816 | $6,055,958 | |
| COR | Cencora, Inc. | −6,584 | 38,207 | $12,002,346 | |
| JPM | Jpmorgan Chase & Co | −6,455 | 85,949 | $25,282,756 | |
| MSFT | Microsoft Corp | −5,977 | 151,504 | $56,082,235 | |
| DUK | Duke Energy CORP | −5,938 | 61,857 | $8,099,555 | |
| LHX | L3harris Technologies, Inc. /De/ | −5,533 | 38,338 | $13,232,360 | |
| PG | PROCTER & GAMBLE Co | −5,344 | 247,573 | $35,759,444 | |
| HD | Home Depot, Inc. | −4,950 | 43,680 | $14,365,915 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | −4,916 | 24,923 | $11,129,115 | |
| AAPL | Apple Inc. | −4,852 | 254,134 | $64,496,667 | |
| GS | Goldman Sachs Group Inc | −4,821 | 23,729 | $20,074,496 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MCO | Moodys Corp /De/ | 9,095 | $3,967,693 | |
| ISRG | Intuitive Surgical Inc | 8,525 | $3,929,939 | |
| GH | Guardant Health, Inc. | 4,646 | $429,151 | |
| CSX | Csx Corp | 9,955 | $408,652 | |
| HR | Healthcare Realty Trust Inc | 23,652 | $401,847 | |
| LRCX | Lam Research Corp | 1,076 | $229,898 | |
| AEP | American Electric Power Co Inc | 1,734 | $227,292 | |
| HON | Honeywell International Inc | 960 | $216,988 | |
| HSY | Hershey Co | 1,041 | $216,413 | |
| T | At&T Inc. | 7,309 | $211,887 | |
| GEV | GE Vernova Inc. | 240 | $209,495 | |
| EQIX | Equinix Inc | 212 | $207,810 | |
| EPD | Enterprise Products Partners L.P. | 5,481 | $207,400 | |
| CL | Colgate Palmolive Co | 2,431 | $207,193 | |
| VZ | Verizon Communications Inc | 4,112 | $206,422 | |
| AWK | American Water Works Company, Inc. | 1,488 | $202,501 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ACN | Accenture plc | 1,602 | $429,816 | |
| No positions match the current search. | ||||
148 tracked positions ·
$927,201,828 total
· filing declares
348 positions · $1,355,797,071
· 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 148 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PCAR |
Paccar Inc
Industrials
|
Reduced | 750,768 | $86,713,703 | 9.35% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 254,134 | $64,496,667 | 6.96% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 151,504 | $56,082,235 | 6.05% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 296,748 | $51,752,850 | 5.58% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 126,691 | $39,212,130 | 4.23% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 247,573 | $35,759,444 | 3.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 158,461 | $33,002,671 | 3.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 92,419 | $26,576,007 | 2.87% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 85,949 | $25,282,756 | 2.73% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 21,506 | $21,429,222 | 2.31% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 23,729 | $20,074,496 | 2.17% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 39,140 | $19,556,691 | 2.11% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 83,845 | $17,447,305 | 1.88% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 115,639 | $16,915,671 | 1.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 28,936 | $16,555,153 | 1.79% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 102,413 | $16,355,355 | 1.76% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 17,527 | $16,120,808 | 1.74% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 132,592 | $15,949,490 | 1.72% | |
| DE |
Deere & Co
Industrials
|
Reduced | 25,514 | $14,372,036 | 1.55% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 43,680 | $14,365,915 | 1.55% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 154,698 | $13,859,393 | 1.49% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Reduced | 38,338 | $13,232,360 | 1.43% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 14,278 | $12,782,236 | 1.38% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 126,611 | $12,202,767 | 1.32% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 38,207 | $12,002,346 | 1.29% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 68,833 | $11,678,206 | 1.26% | |
| RSG |
Republic Services, Inc.
Industrials
|
Reduced | 51,040 | $11,178,779 | 1.21% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 24,923 | $11,129,115 | 1.20% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 57,860 | $10,035,816 | 1.08% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 35,169 | $9,516,379 | 1.03% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 93,933 | $9,031,657 | 0.97% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Added | 58,991 | $8,848,650 | 0.95% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 54,858 | $8,794,834 | 0.95% | |
| NI |
Nisource Inc.
Utilities
|
Reduced | 175,829 | $8,204,180 | 0.88% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 61,857 | $8,099,555 | 0.87% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 28,437 | $7,026,213 | 0.76% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 13,556 | $6,720,522 | 0.72% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 63,261 | $6,613,936 | 0.71% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Reduced | 34,760 | $6,264,098 | 0.68% | |
| GE |
General Electric Co
Industrials
|
Added | 22,027 | $6,250,601 | 0.67% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Reduced | 10,589 | $6,233,531 | 0.67% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 45,816 | $6,055,958 | 0.65% | |
| COP |
Conocophillips
Energy
|
Reduced | 43,637 | $5,760,084 | 0.62% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 37,900 | $5,153,263 | 0.56% | |
| BKR |
Baker Hughes Co
Energy
|
Reduced | 76,229 | $4,653,780 | 0.50% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 88,019 | $4,577,868 | 0.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 8,814 | $4,223,668 | 0.46% | |
| MCO |
Moodys Corp /De/
Financial Services
|
NEW | 9,095 | $3,967,693 | 0.43% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
NEW | 8,525 | $3,929,939 | 0.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 15,519 | $3,793,464 | 0.41% |
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.