What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0001079736
Total reported value
$3.2B
$3.2B
274 檔
19.0%
The Q3 2025 SEC filing reveals that WASHINGTON TRUST Co held a total portfolio value of $3.2B, covering 274 public equity positions.
During Q3 2025, WASHINGTON TRUST Co performed routine portfolio adjustments (1 new buys, 25 additions, 24 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, AVGO) accounted for 19.0% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 274 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.57% | +0.16% | -0.18% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.52% | -1.93% | +0.63% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.09% | +0.32% | -2.68% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.48% | +0.08% | -3.45% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | -0.17% | -2.63% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.35% | +0.21% | +2.46% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.30% | +0.46% | -0.24% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | +0.12% | +0.29% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.94% | +0.10% | +0.03% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.54% | +0.25% | -0.37% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.47% | +0.07% | -1.03% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | +0.01% | +2.06% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.34% | +0.11% | -0.33% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | -0.15% | -0.84% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.72% | — | -0.37% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.54% | -0.05% | +0.31% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.51% | -0.13% | -0.34% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.31% | +0.97% | -0.06% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.09% | -0.20% | -0.83% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.04% | -0.15% | +2.27% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.00% | -0.02% | +2.49% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.18% | +0.95% | |
| 23 | KLAC | Kla CORP | Stock-Tech | 0.97% | +0.95% | -1.73% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 0.95% | -0.08% | +0.28% | |
| 25 | WAB | Wabtec CORP | Stock-Industrials | 0.91% | -0.07% | +0.26% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.14% | +0.68% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.86% | -0.06% | +0.62% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.85% | -0.01% | +4.26% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.82% | -0.16% | +1.34% | |
| 30 | PWR | Quanta Services Inc | Stock-Industrials | 0.77% | +0.20% | +0.69% | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 0.77% | +0.10% | -1.97% | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.76% | -0.02% | +1.40% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.07% | +0.07% | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | +0.01% | -2.73% | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.68% | -0.01% | -0.82% | |
| 36 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.68% | -0.09% | +1.54% | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.67% | -0.08% | -4.91% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.66% | +0.03% | +1.16% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.65% | -0.08% | +0.53% | |
| 40 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.65% | +0.05% | +0.61% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.05% | +0.39% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.64% | -0.23% | +1.05% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.64% | -0.14% | +0.59% | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.63% | +0.31% | +0.01% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.03% | +5.14% | |
| 46 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.61% | -0.07% | +0.15% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.60% | -0.09% | +2.72% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | +0.09% | +9.01% | |
| 49 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.59% | +0.01% | -5.22% | |
| 50 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 0.59% | +0.02% | +2.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.5% | -2.68% | Trim |
| 2 | NVDA | Nvidia CORP | +1% | -3.45% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.24% | Add |
| 4 | MSFT | Microsoft CORP | +0.4% | -2.63% | Trim |
| 5 | DELL | Dell Technologies -c | +0.4% | +4.80% | Add |
| 6 | ELF | Elf Beauty Inc | +0.3% | +2.26% | Add |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | +233.33% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +2.06% | Add |
| 9 | KLAC | Kla CORP | +0.2% | -1.73% | Trim |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.46% | Add |
| 11 | PWR | Quanta Services Inc | +0.2% | +0.69% | Trim |
| 12 | GLW | Corning Inc | +0.2% | +1.09% | Add |
| 13 | TEL | TE Connectivity plc | +0.2% | +9.15% | Add |
| 14 | ASML | ASML Holding N.V. | +0.1% | +0.01% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.63% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -0.84% | Trim |
| 17 | UBER | Uber Technologies Inc | +0.1% | +0.62% | Add |
| 18 | RTX | Rtx CORP | +0.1% | +2.27% | Add |
| 19 | APTV | Aptiv PLC | +0.1% | -0.87% | Trim |
| 20 | ORCL | Oracle CORP | +0.1% | +2.47% | Add |
| 21 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +13.00% | Add |
| 22 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.37% | Trim |
| 23 | BLK | Blackrock Inc | +0.1% | +0.28% | Trim |
| 24 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +9.01% | Add |
| 25 | LYV | Live Nation Entertainment In | +0.1% | +0.61% | Add |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +5.14% | Add |
| 27 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.26% | Add |
| 28 | IEMG | Ishares Core Msci Emerging | 0% | +1.16% | Add |
| 29 | BX | Blackstone Inc | 0% | -0.82% | Trim |
| 30 | DIS | Walt Disney Co/the | 0% | +2.49% | Add |
| 31 | ADI | Analog Devices Inc | 0% | -1.97% | Trim |
| 32 | IWB | Ishares Russell 1000 ETF | — | -0.33% | Trim |
| 33 | PANW | Palo Alto Networks Inc | — | -0.06% | Trim |
| 34 | TJX | Tjx Companies Inc | — | -0.83% | Trim |
| 35 | IJR | Ishares Core S&p Small-cap E | — | +0.39% | Add |
| 36 | WMT | Walmart Inc | 0% | +0.95% | Trim |
| 37 | VYM | Vanguard High Dvd Yield ETF | 0% | +2.49% | Add |
| 38 | AMZN | Amazon.com Inc | 0% | +0.29% | Trim |
| 39 | MDY | State Street Spdr S&p Midcap | -0.1% | -0.37% | Trim |
| 40 | HD | Home Depot Inc | -0.1% | +0.31% | Add |
| 41 | IWR | Ishares Russell Mid-cap ETF | -0.1% | +0.03% | Trim |
| 42 | AAPL | Apple Inc | -0.1% | -0.18% | Trim |
| 43 | WSO | Watsco Inc | -0.3% | -0.94% | Trim |
| 44 | VRSK | Verisk Analytics Inc | -0.3% | +0.15% | Trim |
| 45 | BDX | Becton Dickinson And Co | -0.3% | -5.00% | Trim |
| 46 | MRSH | Marsh & Mclennan Cos | -0.3% | +1.54% | Add |
| 47 | ACN | Accenture plc | -0.3% | +1.05% | Add |
| 48 | SYY | Sysco CORP | -0.5% | -3.50% | Trim |
| 49 | V | Visa Inc-class A Shares | -0.6% | -1.03% | Trim |
| 50 | EME | Emcor Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, WASHINGTON TRUST Co reported a total U.S. public equity portfolio value of $3.2B across 274 disclosed positions in Q3 2025.
During Q3 2025, WASHINGTON TRUST Co's top holdings by market value included AAPL (4.6%)、SPY (4.5%)、AVGO (4.1%). The largest single position, AAPL, represented 4.6% of total portfolio value.
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.
Top New Position Initiated
EME
市值: $13.4M
Top Position Liquidated / Trimmed
AAPL
前期市值: $122.8M
In Q3 2025, WASHINGTON TRUST Co made 50 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 24 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.