Washington Trust Bank

Bank

CIK

861787

Location

Spokane, WA

Portfolio Value

Small $915,491,816

Diversification

Diversified

Filing Date

Global Rank

#1,844 / 8,603 ▼ 26 · as of Mar 2026

Top Industry

Farm & Heavy Construction Machinery 11.2%

3Y Alpha vs SPY

-4.2%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

25 quarters · since Mar 2020

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

+58.3%

SPY

+76.0%

Annualised alpha

-4.2%

Max drawdown

−17.3%

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

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

Top Position

9.5%

+1.2 pts

Top 5

32.6%

−1.4 pts

Top 10

48.1%

−1.7 pts

HHI

337

Diversified−13

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.4%	$259,751,555	23
Industrials	17.4%	$158,983,719	25
Financial Services	13.0%	$119,433,031	24
Healthcare	9.0%	$82,097,323	18
Consumer Cyclical	8.9%	$81,487,806	10
Consumer Defensive	8.2%	$74,853,572	13
Communication Services	7.1%	$65,127,120	7
Energy	2.3%	$20,998,096	6
Utilities	2.1%	$19,447,699	7
Basic Materials	1.7%	$15,259,705	4
Real Estate	1.5%	$14,057,109	7
Unclassified	0.4%	$3,995,081	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
RSG	Republic Services, Inc.	−4,747	51,040	$11,178,779
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
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
HON	Honeywell International Inc	960	$227,570
AEP	American Electric Power Co Inc	1,734	$227,292
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.

Portfolio Positions

Compact Export CSV View 13F filing

147 positions · $915,491,816 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 147 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PCAR	Paccar Inc Industrials	Reduced	750,768	-442	$86,713,703	+5.4%	9.47%
AAPL	Apple Inc. Technology	Reduced	254,134	-4,852	$64,496,667	−8.4%	7.05%
MSFT	Microsoft Corp Technology	Reduced	151,504	-5,977	$56,082,235	−26.4%	6.13%
NVDA	Nvidia Corp Technology	Reduced	296,748	-22,129	$51,752,850	−13.0%	5.65%
AVGO	Broadcom Inc. Technology	Reduced	126,691	-10,941	$39,212,130	−17.7%	4.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	247,573	-5,344	$35,759,444	−1.3%	3.91%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	158,461	-10,364	$33,002,671	−15.3%	3.60%
GOOGL	Alphabet Inc. Communication Services	Added	92,419	+8,203	$26,576,007	+0.8%	2.90%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	85,949	-6,455	$25,282,756	−15.1%	2.76%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	21,506	-911	$21,429,222	+10.9%	2.34%
GS	Goldman Sachs Group Inc Financial Services	Reduced	23,729	-4,821	$20,074,496	−20.0%	2.19%
MA	Mastercard Inc Financial Services	Reduced	39,140	-2,242	$19,556,691	−17.2%	2.14%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	83,845	-14,471	$17,447,305	−15.0%	1.91%
PLTR	Palantir Technologies Inc. Technology	Added	115,639	+1,897	$16,915,671	−16.3%	1.85%
META	Meta Platforms, Inc. Communication Services	Added	28,936	+4,403	$16,555,153	+2.2%	1.81%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	102,413	-11,959	$16,355,355	−6.9%	1.79%
LLY	ELI LILLY & Co Healthcare	Added	17,527	+9,887	$16,120,808	+96.3%	1.76%
MRK	Merck & Co., Inc. Healthcare	Reduced	132,592	-15,643	$15,949,490	+2.2%	1.74%
DE	Deere & Co Industrials	Reduced	25,514	-3,633	$14,372,036	+5.9%	1.57%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	43,680	-4,950	$14,365,915	−14.1%	1.57%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	154,698	-17,575	$13,859,393	−4.5%	1.51%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	38,338	-5,533	$13,232,360	+2.7%	1.45%
PH	Parker-Hannifin Corp Industrials	Reduced	14,278	-1,540	$12,782,236	−8.1%	1.40%
DIS	Walt Disney Co Communication Services	Reduced	126,611	-24,182	$12,202,767	−28.9%	1.33%
COR	Cencora, Inc. Healthcare	Reduced	38,207	-6,584	$12,002,346	−20.7%	1.31%
RSG	Republic Services, Inc. Industrials	Reduced	51,040	-4,747	$11,178,779	−5.4%	1.22%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	24,923	-4,916	$11,129,115	−17.7%	1.22%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	57,860	-21,457	$10,035,816	−31.8%	1.10%
UNH	Unitedhealth Group Inc Healthcare	Added	35,169	+5,854	$9,516,379	−1.7%	1.04%
NFLX	Netflix Inc Communication Services	Added	93,933	+90,493	$9,031,657	+2700.2%	0.99%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	58,991	+1,469	$8,848,650	+11.5%	0.97%
PANW	Palo Alto Networks Inc Technology	Reduced	54,858	-487	$8,794,834	−13.7%	0.96%
NI	Nisource Inc. Utilities	Reduced	175,829	-23,046	$8,204,180	−1.2%	0.90%
DUK	Duke Energy CORP Utilities	Reduced	61,857	-5,938	$8,099,555	+1.9%	0.88%
VLO	Valero Energy Corp/Tx Energy	Reduced	28,437	-4,622	$7,026,213	+30.6%	0.77%
LIN	Linde PLC Basic Materials	Reduced	13,556	-518	$6,720,522	+12.0%	0.73%
NOW	ServiceNow, Inc. Technology	Added	63,261	+4,175	$6,613,936	−26.9%	0.72%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	34,760	-3,705	$6,264,098	+5.3%	0.68%
GE	General Electric Co Industrials	Added	22,027	+2,013	$6,250,601	+1.4%	0.68%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	10,589	-610	$6,233,531	−10.6%	0.68%
PLD	Prologis, Inc. Real Estate	Reduced	45,816	-7,468	$6,055,958	−11.0%	0.66%
COP	Conocophillips Energy	Reduced	43,637	-3,270	$5,760,084	+31.2%	0.63%
GLW	Corning Inc /Ny Technology	Reduced	37,900	-100	$5,153,263	+54.9%	0.56%
BKR	Baker Hughes Co Energy	Reduced	76,229	-4,412	$4,653,780	+26.7%	0.51%
USB	US Bancorp De Financial Services	Reduced	88,019	-2,748	$4,577,868	−5.5%	0.50%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,814	-225	$4,223,668	−7.0%	0.46%
MCO	Moodys Corp /De/ Financial Services	NEW	9,095	NEW	$3,967,693	NEW	0.43%
ISRG	Intuitive Surgical Inc Healthcare	NEW	8,525	NEW	$3,929,939	NEW	0.43%
JNJ	Johnson & Johnson Healthcare	Reduced	15,519	-403	$3,793,464	+15.1%	0.41%
CVX	Chevron Corp Energy	Reduced	14,305	-172	$2,959,703	+34.1%	0.32%