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CIK: 0000861787
Total reported value
$1.4B
$1.4B
202 檔
16.2%
As reported in its official Q1 2025 Form 13F filing, Washington Trust Bank's tracked investment portfolio stood at $1.4B with 202 total positions.
In Q1 2025, Washington Trust Bank displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | Stock-Industrials | 7.41% | -0.10% | -0.26% | |
| 2 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.25% | -0.17% | -0.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.04% | -0.36% | -4.31% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.90% | -0.40% | -0.54% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.55% | +0.39% | -0.65% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.42% | -0.11% | +0.09% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.40% | -0.02% | +1.61% | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.34% | +0.61% | +1.86% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.33% | -0.47% | +0.97% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.16% | -0.15% | +2.54% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.16% | -0.27% | -3.95% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.15% | +0.02% | +7.38% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.04% | -0.45% | -1.14% | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 1.92% | +0.01% | +1.63% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.78% | +1.11% | +22.94% | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.77% | -0.25% | +2.99% | |
| 17 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.76% | -0.06% | +5.43% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 1.69% | — | +17.93% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.69% | -0.15% | +4.33% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.67% | -0.15% | -0.35% | |
| 21 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.65% | -0.21% | +7.40% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.63% | +0.16% | +0.32% | |
| 23 | PNC | Pnc Financial Services Group | Stock-Financials | 1.51% | -0.07% | +4.67% | |
| 24 | COR | Cencora Inc | Stock-Healthcare | 1.51% | -0.22% | -6.16% | |
| 25 | RSG | Republic Services Inc | Stock-Industrials | 1.50% | -0.11% | -4.46% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.37% | -0.08% | -5.07% | |
| 27 | DE | Deere & Co | Stock-Industrials | 1.36% | -0.05% | -1.44% | |
| 28 | ELV | Elevance Health Inc | Stock-Healthcare | 1.35% | -0.02% | +4.97% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.23% | +1.45% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.13% | +1.55% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.27% | -0.25% | +5.20% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.25% | -0.15% | +1.70% | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.17% | -0.03% | EXIT | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.15% | -0.07% | -7.60% | |
| 35 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.11% | -0.25% | +6.91% | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 1.01% | -0.08% | +6.44% | |
| 37 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.91% | -0.12% | +13.95% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.25% | -6.38% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.76% | -0.12% | +2.75% | |
| 40 | NI | Nisource Inc | Stock-Utilities | 0.75% | -0.10% | -5.44% | |
| 41 | USB | US Bancorp | Stock-Financials | 0.71% | +0.03% | -0.36% | |
| 42 | LIN | Linde plc | Stock-Materials | 0.68% | -0.06% | -3.70% | |
| 43 | VLO | Valero Energy CORP | Stock-Energy | 0.67% | -0.05% | +3.71% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.66% | -0.12% | +0.79% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.65% | +0.18% | -4.05% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.04% | +4.90% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.18% | -6.98% | |
| 48 | MLM | Martin Marietta Materials | Stock-Materials | 0.56% | -0.07% | +1.30% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | -0.11% | +21.20% | |
| 50 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.54% | -0.08% | +1.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | — | NEW | New buy |
| 2 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | MA | Mastercard Inc - A | — | NEW | New buy |
| 11 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | — | NEW | New buy |
| 13 | AVGO | Broadcom Inc | — | NEW | New buy |
| 14 | NOW | Servicenow Inc | — | NEW | New buy |
| 15 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 16 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 17 | SBUX | Starbucks CORP | — | NEW | New buy |
| 18 | ADBE | Adobe Inc | — | NEW | New buy |
| 19 | HD | Home Depot Inc | — | NEW | New buy |
| 20 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 21 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 22 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 23 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 24 | COR | Cencora Inc | — | NEW | New buy |
| 25 | RSG | Republic Services Inc | — | NEW | New buy |
| 26 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 27 | DE | Deere & Co | — | NEW | New buy |
| 28 | ELV | Elevance Health Inc | — | NEW | New buy |
| 29 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 30 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 31 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 32 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 33 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 34 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 35 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 36 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 37 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 38 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 39 | DUK | Duke Energy CORP | — | NEW | New buy |
| 40 | NI | Nisource Inc | — | NEW | New buy |
| 41 | USB | US Bancorp | — | NEW | New buy |
| 42 | LIN | Linde plc | — | NEW | New buy |
| 43 | VLO | Valero Energy CORP | — | NEW | New buy |
| 44 | COP | Conocophillips | — | NEW | New buy |
| 45 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 46 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 47 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 48 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 49 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 50 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Washington Trust Bank reported a total U.S. public equity portfolio value of $1.4B across 202 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PCAR, PG, MSFT) accounted for 16.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
PCAR
市值: $74.0M
During Q1 2025, Washington Trust Bank's top holdings by market value included PCAR (7.4%)、PG (4.3%)、MSFT (4.0%). The largest single position, PCAR, represented 7.4% of total portfolio value.
In Q1 2025, Washington Trust Bank made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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