Washington Trust Bank

Bank

CIK

861787

Location

Spokane, WA

Portfolio Value

Micro $15,259,705

Diversification

Diversified

Filing Date

Global Rank

#1,586 / 8,232 ▲ 51

Top Industry

Farm & Heavy Construction Machinery 11.0%

3Y Alpha vs SPY

-4.6%

Period ended 2 months ago

Filed May 7, 2026 · 38d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+56.8%

SPY

+76.3%

Annualised alpha

-4.6%

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

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

Top Position

9.4%

+1.1 pts

Top 5

32.2%

−1.5 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	Positions
Technology	28.0%	$259,751,555	23
Industrials	17.1%	$158,973,137	25
Financial Services	12.9%	$119,475,419	24
Healthcare	8.9%	$82,097,323	18
Consumer Cyclical	8.8%	$81,487,806	10
Consumer Defensive	8.1%	$74,853,572	13
Communication Services	7.0%	$65,127,120	7
Energy	3.5%	$32,676,302	7
Utilities	2.1%	$19,447,699	7
Basic Materials	1.6%	$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
KO	Coca Cola Co	+145	4,464	$339,487
MDY	Spdr S&P Midcap 400 ETF Trust	+145	794	$489,706
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
XOM	Exxon Mobil 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
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.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $15,259,705 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LIN	Linde PLC Basic Materials	Reduced	13,556	-518	$6,720,522	+12.0%	44.04%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	10,589	-610	$6,233,531	−10.6%	40.85%
KNF	Knife River Corp Basic Materials	Held	22,771	0	$1,859,252	+16.1%	12.18%
STLD	Steel Dynamics Inc Basic Materials	Held	2,480	0	$446,400	+6.2%	2.93%