CIK: 0001900099
Total reported value
$1.2B
Reporting period: 2026-03-31 · Number of holdings: 870
Washington Trust Advisors, Inc. disclosed 870 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.2B and a quarterly turnover rate of 15.1%.
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Washington Trust Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.024 — mathematically equivalent to about 42 equally-sized positions, well below its 870 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.92), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add PWR
-7.0% $15.0M
Add SPGI
+2142.1% $9.0M
Trim BKNG
-1.3% -$9.2M
Add DE
-3.9% $5.0M
Trim IQV
-2.3% -$7.7M
Trim V
-2.1% -$7.6M
Showing top 200 holdings (of 870 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PWR | Quanta Services INC | Stock-Industrials | 7.01% | +1.53% | -7.02% | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.76% | -0.22% | -2.41% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.82% | -0.30% | -2.66% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.63% | -0.20% | -2.47% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.50% | -0.22% | -1.64% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.32% | -0.40% | -2.07% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.32% | -0.39% | -2.43% | |
| 8 | PANW | Palo Alto Networks INC | Stock-Tech | 3.16% | -0.26% | +0.18% | |
| 9 | DE | Deere & Co | Stock-Industrials | 2.90% | +0.55% | -3.86% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.75% | -0.12% | -4.94% | |
| 11 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 2.56% | -0.56% | -1.35% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | -0.03% | -0.32% | |
| 13 | RMD | Resmed INC | Stock-Healthcare | 2.17% | -0.09% | -2.24% | |
| 14 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.80% | — | -2.34% | |
| 15 | IQV | Iqvia Holdings INC | Stock-Healthcare | 1.78% | -0.49% | -2.28% | |
| 16 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.67% | — | -1.83% | |
| 17 | UBER | Uber Technologies INC | Stock-Industrials | 1.66% | -0.17% | -2.46% | |
| 18 | J | Jacobs Solutions INC | Stock-Industrials | 1.62% | -0.01% | -2.38% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.19% | +9.93% | |
| 20 | PEP | Pepsico INC | Stock-Consumer Staples | 1.49% | +0.16% | -2.52% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | — | +5.09% | |
| 22 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 1.27% | — | -3.23% | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.24% | — | -3.20% | |
| 24 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.22% | -0.20% | -0.02% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | +0.36% | -0.23% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.05% | -0.16% | -3.35% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | +0.18% | -0.04% | |
| 28 | APD | Air Products & Chemicals INC | Stock-Materials | 0.89% | — | -14.76% | |
| 29 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.87% | -0.03% | -3.04% | |
| 30 | ECL | Ecolab INC | Stock-Materials | 0.86% | — | -3.69% | |
| 31 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 0.86% | +0.11% | -12.54% | |
| 32 | WMT | Walmart INC | Stock-Consumer Staples | 0.84% | +0.13% | -0.29% | |
| 33 | SPGI | S&p Global INC | Stock-Financials | 0.77% | +0.73% | +2142.12% | |
| 34 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.76% | -0.11% | -3.20% | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.76% | — | -0.53% | |
| 36 | SNOW | Snowflake INC | Stock-Tech | 0.73% | -0.24% | +3.66% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | -0.06% | -2.44% | |
| 38 | AMT | American Tower CORP | Stock-Real Estate | 0.72% | — | -1.17% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.05% | -2.28% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.70% | — | -2.46% | |
| 41 | XYL | Xylem INC | Stock-Industrials | 0.67% | — | +6.51% | |
| 42 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.66% | -0.13% | -0.26% | |
| 43 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.63% | -0.12% | -2.65% | |
| 44 | CHWY | Chewy INC - Class A | Stock-Consumer Disc | 0.60% | -0.12% | -2.84% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | — | -0.31% | |
| 46 | KMI | Kinder Morgan INC | Stock-Energy | 0.53% | +0.11% | -1.61% | |
| 47 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.51% | -0.09% | -3.97% | |
| 48 | PEN | Penumbra INC | Stock-Healthcare | 0.50% | — | -7.07% | |
| 49 | ASML | ASML Holding N.V. | Stock-Tech | 0.50% | +0.11% | -3.53% | |
| 50 | INVH | Invitation Homes INC | Stock-Real Estate | 0.48% | -0.06% | -6.66% |
Performance for Q3 2026
+0.4%
Performance Last 4 Quarters
+17%
Based on 79% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 870 | $1.2B | 15 | |
| 2025-12-31 | 726 | $1.3B | 11 | |
| 2025-09-30 | 827 | $1.3B | 21 | |
| 2025-06-30 | 768 | $1.2B | 0 | |
| 2025-03-31 | 773 | $1.1B | 0 | |
| 2024-12-31 | 803 | $1.2B | 0 | |
| 2024-09-30 | 849 | $1.2B | 0 | |
| 2024-06-30 | 851 | $1.1B | 0 | |
| 2024-03-31 | 855 | $1.1B | 0 | |
| 2023-12-31 | 864 | $1.0B | 0 | |
| 2023-09-30 | 882 | $974.5M | 0 | |
| 2023-06-30 | 854 | $1.0B | 0 | |
| 2023-03-31 | 995 | $982.3M | 0 | |
| 2022-12-31 | 1002 | $915.0M | 0 | |
| 2022-09-30 | 1154 | $1.1B | 0 | |
| 2022-06-30 | 1177 | $1.1B | 0 | |
| 2022-03-31 | 1336 | $1.4B | 0 | |
| 2021-12-31 | 1343 | $1.5B | 0 |
Washington Trust Advisors, Inc.'s most significant position changes for 2026-03-31: New buy: Waters CORP (WAT); New buy: Tempus Ai Inc-cl A (TEM); Trim: Quanta Services INC (PWR) — shares -7.02%; Add: S&p Global INC (SPGI) — shares +2142.12%; Trim: Booking Holdings INC (BKNG) — shares -1.35%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services INC | +1.5% | -7.02% | Trim |
| 2 | SPGI | S&p Global INC | +0.7% | +2142.12% | Add |
| 3 | DE | Deere & Co | +0.6% | -3.86% | Trim |
| 4 | XOM | Exxon Mobil CORP | +0.4% | -0.23% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.2% | -0.04% | Trim |
| 6 | PEP | Pepsico INC | +0.2% | -2.52% | Trim |
| 7 | ARWR | Arrowhead Pharmaceuticals In | +0.1% | +4537.43% | Add |
| 8 | WMT | Walmart INC | +0.1% | -0.29% | Trim |
| 9 | KMI | Kinder Morgan INC | +0.1% | -1.61% | Trim |
| 10 | ASML | ASML Holding N.V. | +0.1% | -3.53% | Trim |
| 11 | SPHR | Sphere Entertainment Co | +0.1% | -12.54% | Trim |
| 12 | ETN | Eaton Corporation plc | +0.1% | +16.98% | Add |
| 13 | J | Jacobs Solutions INC | 0% | -2.38% | Trim |
| 14 | NVDA | Nvidia CORP | 0% | -0.32% | Trim |
| 15 | EW | Edwards Lifesciences CORP | 0% | -3.04% | Trim |
| 16 | ADP | Automatic Data Processing | 0% | -1.24% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | -0.1% | -2.28% | Trim |
| 18 | EEM | Ishares Msci Emerging Market | -0.1% | -55.09% | Trim |
| 19 | IVV | Ishares Core S&p 500 ETF | -0.1% | -40.50% | Trim |
| 20 | VUG | Vanguard Growth ETF | -0.1% | -2.44% | Trim |
| 21 | INVH | Invitation Homes INC | -0.1% | -6.66% | Trim |
| 22 | ARE | Alexandria Real Estate Equit | -0.1% | -37.84% | Trim |
| 23 | IBM | Intl Business Machines CORP | -0.1% | -4.87% | Trim |
| 24 | RMD | Resmed INC | -0.1% | -2.24% | Trim |
| 25 | NKE | Nike INC -cl B | -0.1% | -3.97% | Trim |
| 26 | EFA | Ishares Msci Eafe ETF | -0.1% | -59.57% | Trim |
| 27 | ZBRA | Zebra Technologies Corp-cl A | -0.1% | -3.20% | Trim |
| 28 | DOCU | Docusign INC | -0.1% | -79.04% | Trim |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -4.94% | Trim |
| 30 | ISRG | Intuitive Surgical INC | -0.1% | -2.65% | Trim |
| 31 | CHWY | Chewy INC - Class A | -0.1% | -2.84% | Trim |
| 32 | VEEV | Veeva Systems Inc-class A | -0.1% | -0.26% | Trim |
| 33 | DIS | Walt Disney Co/the | -0.2% | -3.35% | Trim |
| 34 | UBER | Uber Technologies INC | -0.2% | -2.46% | Trim |
| 35 | MSFT | Microsoft CORP | -0.2% | +9.93% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | -0.2% | -2.47% | Trim |
| 37 | BDX | Becton Dickinson And Co | -0.2% | -0.02% | Trim |
| 38 | AAPL | Apple INC | -0.2% | -2.41% | Trim |
| 39 | AMZN | Amazon.com INC | -0.2% | -1.64% | Trim |
| 40 | SNOW | Snowflake INC | -0.2% | +3.66% | Add |
| 41 | PANW | Palo Alto Networks INC | -0.3% | +0.18% | Add |
| 42 | PYPL | Paypal Holdings INC | -0.3% | -63.68% | Trim |
| 43 | GOOG | Alphabet Inc-cl C | -0.3% | -2.66% | Trim |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -50.46% | Trim |
| 45 | META | Meta Platforms Inc-class A | -0.4% | -2.43% | Trim |
| 46 | V | Visa Inc-class A Shares | -0.4% | -2.07% | Trim |
| 47 | IQV | Iqvia Holdings INC | -0.5% | -2.28% | Trim |
| 48 | BKNG | Booking Holdings INC | -0.6% | -1.35% | Trim |
| 49 | WAT | Waters CORP | — | NEW | New buy |
| 50 | TEM | Tempus Ai Inc-cl A | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-06 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-03 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-31 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-25 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-06 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-01 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-25 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-07 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-18 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-18 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-27 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-11 | Amendment | View on EDGAR |
| 2023-03-31 | 2023-05-04 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-08 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-25 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-05 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
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