Washington Trust Advisors, Inc.

Other Low signal CIK 1900099
League rank
#410
in Other · #1546 overall
Long book
$1.24B
Q1 2026
Positions
684
Top-10 weight
40%
concentration
Last quarter
+15.1%
SPY +14.8%
Turnover
20%
of book per quarter

Strategy in plain words

auto-generated from filings

Washington Trust Advisors, Inc. is an institutional manager, running a $1.24B US long book across 684 positions.

The portfolio is moderately concentrated (top 10 ≈ 40% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: QUANTA SERVICES INC, APPLE INC, ALPHABET INC-CL C, ALPHABET INC-CL A, AMAZON.COM INC.

Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+2.2%
Q2 2024
+7.3%
Q3 2024
+1.5%
Q4 2024
-4.2%
Q1 2025
+10.2%
Q2 2025
+6.1%
Q3 2025
+2.4%
Q4 2025
-3.5%
Q1 2026
+15.1%

Sector allocation

Technology
33%
Industrials
21%
Healthcare
14%
Services media
9%
Consumer discretionary
8%
Financials
5%
Utilities
2%
Consumer staples
2%

Long book by quarter

$1.09B
Q1 2024
$1.09B
Q2 2024
$1.16B
Q3 2024
$1.20B
Q4 2024
$1.13B
Q1 2025
$1.23B
Q2 2025
$1.31B
Q3 2025
$1.31B
Q4 2025
$1.24B
Q1 2026

What does Washington Trust own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
PWR QUANTA SERVICES INCIndustrials158.0K$86.7M7.0%-7.0%
AAPL APPLE INCTechnology280.8K$71.3M5.8%-2.4%
GOOG ALPHABET INC-CL CTechnology207.9K$59.6M4.8%-2.7%
GOOGL ALPHABET INC-CL ATechnology156.2K$44.9M3.6%-2.5%
AMZN AMAZON.COM INCConsumer discretionary207.6K$43.2M3.5%-1.6%
V VISA INC-CLASS A SHARESServices media135.9K$41.1M3.3%-2.1%
META META PLATFORMS INC-CLASS ATechnology71.7K$41.0M3.3%-2.4%
PANW PALO ALTO NETWORKS INCTechnology243.5K$39.0M3.2%+0.2%
DE DEERE & COIndustrials63.6K$35.8M2.9%-3.9%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials71.0K$34.0M2.8%-4.9%
BKNG BOOKING HOLDINGS INCIndustrials7.5K$31.7M2.6%-1.3%
NVDA NVIDIA CORPTechnology178.4K$31.1M2.5%-0.3%
RMD RESMED INCHealthcare119.8K$26.9M2.2%-2.2%
REGN REGENERON PHARMACEUTICALSHealthcare28.7K$22.2M1.8%-2.3%
IQV IQVIA HOLDINGS INCHealthcare128.8K$22.0M1.8%-2.3%
UBER UBER TECHNOLOGIES INCServices media286.2K$20.6M1.7%-2.5%
J JACOBS SOLUTIONS INCIndustrials157.4K$20.0M1.6%-2.4%
MSFT MICROSOFT CORPTechnology51.4K$19.0M1.5%+9.9%
PEP PEPSICO INCConsumer staples118.4K$18.4M1.5%-2.5%
BEPC BROOKFIELD RENEWABLE CORPUtilities392.8K$15.6M1.3%-3.2%
SBUX STARBUCKS CORPConsumer discretionary171.8K$15.4M1.2%-3.2%
BDX BECTON DICKINSON AND COHealthcare96.0K$15.1M1.2%0.0%
XOM EXXON MOBIL CORPEnergy80.2K$13.6M1.1%-0.2%
DIS WALT DISNEY CO/THEServices media134.1K$12.9M1.0%-3.4%
JNJ JOHNSON & JOHNSONHealthcare45.9K$11.2M0.9%0.0%
APD AIR PRODUCTS & CHEMICALS INCMaterials37.9K$11.0M0.9%-14.8%
EW EDWARDS LIFESCIENCES CORPHealthcare133.8K$10.7M0.9%-3.0%
ECL ECOLAB INCOther39.9K$10.6M0.9%-3.7%
SPHR SPHERE ENTERTAINMENT COServices media90.4K$10.6M0.9%-12.5%
WMT WALMART INCConsumer discretionary83.2K$10.3M0.8%-0.3%
SPGI S&P GLOBAL INCServices media22.5K$9.6M0.8%+2142.1%
ZBRA ZEBRA TECHNOLOGIES CORP-CL AIndustrials45.2K$9.5M0.8%-3.2%
SNOW SNOWFLAKE INCTechnology60.0K$9.1M0.7%+3.7%
JPM JPMORGAN CHASE & COFinancials30.0K$8.8M0.7%-2.3%
XYL XYLEM INCIndustrials69.1K$8.3M0.7%+6.5%
VEEV VEEVA SYSTEMS INC-CLASS ATechnology46.4K$8.1M0.7%-0.3%
ISRG INTUITIVE SURGICAL INCHealthcare17.0K$7.8M0.6%-2.7%
CHWY CHEWY INC - CLASS AConsumer discretionary276.8K$7.5M0.6%-2.8%
KMI KINDER MORGAN INCUtilities195.8K$6.6M0.5%-1.6%
NKE NIKE INC -CL BOther118.5K$6.3M0.5%-4.0%
PEN PENUMBRA INCHealthcare18.7K$6.1M0.5%-7.1%
ASML ASML HOLDING NV-NY REG SHSIndustrials4.6K$6.1M0.5%-3.5%
IBM INTL BUSINESS MACHINES CORPTechnology20.8K$5.0M0.4%-4.9%
CSCO CISCO SYSTEMS INCTechnology52.2K$4.1M0.3%+0.2%
WAT WATERS CORPHealthcare13.0K$3.9M0.3%New
KO COCA-COLA CO/THEConsumer staples50.7K$3.9M0.3%+1.9%
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials5$3.6M0.3%Held
ABBV ABBVIE INCHealthcare16.4K$3.6M0.3%+0.1%
ETN EATON CORP PLCIndustrials9.7K$3.5M0.3%+17.0%
ABT ABBOTT LABORATORIESHealthcare27.3K$2.8M0.2%+0.8%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 6, 2026870$1.24B canonicalSEC ↗
Q4 202513F-HRFeb 3, 2026726$1.31B canonicalSEC ↗
Q3 202513F-HRNov 10, 2025827$1.31B canonicalSEC ↗
Q2 202513F-HRJul 31, 2025768$1.23B canonicalSEC ↗
Q1 202513F-HRApr 25, 2025773$1.13B canonicalSEC ↗
Q4 202413F-HRFeb 6, 2025803$1.20B canonicalSEC ↗
Q3 202413F-HRNov 1, 2024849$1.16B canonicalSEC ↗
Q2 202413F-HRJul 25, 2024851$1.09B canonicalSEC ↗
Q1 202413F-HRMay 7, 2024855$1.09B canonicalSEC ↗