CIK: 0001900099
申告総資産額
$12.4億
報告対象四半期: 2026-03-31 · 銘柄数: 870
Washington Trust Advisors, Inc.は最新の13F報告書で870件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$12.4億、四半期回転率は15.1%です。
Washington Trust Advisors, Inc.が開示している保有銘柄のハーフィンダール集中度指数は 0.024 で、これは約 42 件の均等加重ポジションに相当し、実際の開示銘柄数 870 件を大きく下回ります。この差は、幅広い分散よりも少数の高確信度ポジションに重点を置く戦略であることを示しています。
ポートフォリオ全体のポジションサイズには大きなばらつきがあります（変動係数 3.92）。一部の大きなポジションと、多数の小規模ポジションが混在しています。
直近の報告四半期では、既存の大きなポジションへの積み増し、または大規模な新規ポジション構築のいずれにも明確な偏りは見られませんでした。
増加 PWR
-7.0% $1502.1万
増加 SPGI
+2142.1% $903.2万
減少 BKNG
-1.3% -$917.7万
増加 DE
-3.9% $502.9万
減少 IQV
-2.3% -$774.3万
減少 V
-2.1% -$759.4万
上位200銘柄を表示中（全870銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PWR | Quanta Services INC | 株式-資本財 | 7.01% | +1.53% | -7.02% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.76% | -0.22% | -2.41% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.82% | -0.30% | -2.66% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.63% | -0.20% | -2.47% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.50% | -0.22% | -1.64% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 3.32% | -0.40% | -2.07% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.32% | -0.39% | -2.43% | |
| 8 | PANW | Palo Alto Networks INC | 株式-IT | 3.16% | -0.26% | +0.18% | |
| 9 | DE | Deere & Co | 株式-資本財 | 2.90% | +0.55% | -3.86% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.75% | -0.12% | -4.94% | |
| 11 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.56% | -0.56% | -1.35% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 2.52% | -0.03% | -0.32% | |
| 13 | RMD | Resmed INC | 株式-ヘルスケア | 2.17% | -0.09% | -2.24% | |
| 14 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.80% | — | -2.34% | |
| 15 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.78% | -0.49% | -2.28% | |
| 16 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.67% | — | -1.83% | |
| 17 | UBER | Uber Technologies INC | 株式-資本財 | 1.66% | -0.17% | -2.46% | |
| 18 | J | Jacobs Solutions INC | 株式-資本財 | 1.62% | -0.01% | -2.38% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.54% | -0.19% | +9.93% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.49% | +0.16% | -2.52% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.34% | — | +5.09% | |
| 22 | BEPC | Brookfield Renewable CORP | 株式-公益事業 | 1.27% | — | -3.23% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.24% | — | -3.20% | |
| 24 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.22% | -0.20% | -0.02% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | +0.36% | -0.23% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.05% | -0.16% | -3.35% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | +0.18% | -0.04% | |
| 28 | APD | Air Products & Chemicals INC | 株式-素材 | 0.89% | — | -14.76% | |
| 29 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.87% | -0.03% | -3.04% | |
| 30 | ECL | Ecolab INC | 株式-素材 | 0.86% | — | -3.69% | |
| 31 | SPHR | Sphere Entertainment Co | 株式-通信サービス | 0.86% | +0.11% | -12.54% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.84% | +0.13% | -0.29% | |
| 33 | SPGI | S&p Global INC | 株式-金融 | 0.77% | +0.73% | +2142.12% | |
| 34 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 0.76% | -0.11% | -3.20% | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.76% | — | -0.53% | |
| 36 | SNOW | Snowflake INC | 株式-IT | 0.73% | -0.24% | +3.66% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.73% | -0.06% | -2.44% | |
| 38 | AMT | American Tower CORP | 株式-不動産 | 0.72% | — | -1.17% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | -0.05% | -2.28% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.70% | — | -2.46% | |
| 41 | XYL | Xylem INC | 株式-資本財 | 0.67% | — | +6.51% | |
| 42 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.66% | -0.13% | -0.26% | |
| 43 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.63% | -0.12% | -2.65% | |
| 44 | CHWY | Chewy INC - Class A | 株式-一般消費財 | 0.60% | -0.12% | -2.84% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.54% | — | -0.31% | |
| 46 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.53% | +0.11% | -1.61% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.51% | -0.09% | -3.97% | |
| 48 | PEN | Penumbra INC | 株式-ヘルスケア | 0.50% | — | -7.07% | |
| 49 | ASML | ASML Holding N.V. | 株式-IT | 0.50% | +0.11% | -3.53% | |
| 50 | INVH | Invitation Homes INC | 株式-不動産 | 0.48% | -0.06% | -6.66% |
Q3 2026のパフォーマンス
+0.4%
直近4四半期のパフォーマンス
+17%
価格取得が可能な保有銘柄（報告価値の79%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 870 | $12.4億 | 15 | |
| 2025-12-31 | 726 | $13.1億 | 11 | |
| 2025-09-30 | 827 | $13.1億 | 21 | |
| 2025-06-30 | 768 | $12.3億 | 0 | |
| 2025-03-31 | 773 | $11.3億 | 0 | |
| 2024-12-31 | 803 | $12.0億 | 0 | |
| 2024-09-30 | 849 | $11.6億 | 0 | |
| 2024-06-30 | 851 | $10.9億 | 0 | |
| 2024-03-31 | 855 | $10.9億 | 0 | |
| 2023-12-31 | 864 | $10.4億 | 0 | |
| 2023-09-30 | 882 | $9.7億 | 0 | |
| 2023-06-30 | 854 | $10.3億 | 0 | |
| 2023-03-31 | 995 | $9.8億 | 0 | |
| 2022-12-31 | 1002 | $9.2億 | 0 | |
| 2022-09-30 | 1154 | $10.7億 | 0 | |
| 2022-06-30 | 1177 | $11.3億 | 0 | |
| 2022-03-31 | 1336 | $14.1億 | 0 | |
| 2021-12-31 | 1343 | $14.8億 | 0 |
Washington Trust Advisors, Inc.の2026-03-31時点における主要なポジション変更： 新規購入: Waters CORP (WAT); 新規購入: Tempus Ai Inc-cl A (TEM); 減少: Quanta Services INC (PWR) — 保有株数 -7.02%; 増加: S&p Global INC (SPGI) — 保有株数 +2142.12%; 減少: Booking Holdings INC (BKNG) — 保有株数 -1.35%.
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services INC | +1.5% | -7.02% | 減少 |
| 2 | SPGI | S&p Global INC | +0.7% | +2142.12% | 増加 |
| 3 | DE | Deere & Co | +0.6% | -3.86% | 減少 |
| 4 | XOM | Exxon Mobil CORP | +0.4% | -0.23% | 減少 |
| 5 | JNJ | Johnson & Johnson | +0.2% | -0.04% | 減少 |
| 6 | PEP | Pepsico INC | +0.2% | -2.52% | 減少 |
| 7 | ARWR | Arrowhead Pharmaceuticals In | +0.1% | +4537.43% | 増加 |
| 8 | WMT | Walmart INC | +0.1% | -0.29% | 減少 |
| 9 | KMI | Kinder Morgan INC | +0.1% | -1.61% | 減少 |
| 10 | ASML | ASML Holding N.V. | +0.1% | -3.53% | 減少 |
| 11 | SPHR | Sphere Entertainment Co | +0.1% | -12.54% | 減少 |
| 12 | ETN | Eaton Corporation plc | +0.1% | +16.98% | 増加 |
| 13 | J | Jacobs Solutions INC | 0% | -2.38% | 減少 |
| 14 | NVDA | Nvidia CORP | 0% | -0.32% | 減少 |
| 15 | EW | Edwards Lifesciences CORP | 0% | -3.04% | 減少 |
| 16 | ADP | Automatic Data Processing | 0% | -1.24% | 減少 |
| 17 | JPM | Jpmorgan Chase & Co | -0.1% | -2.28% | 減少 |
| 18 | EEM | Ishares Msci Emerging Market | -0.1% | -55.09% | 減少 |
| 19 | IVV | Ishares Core S&p 500 ETF | -0.1% | -40.50% | 減少 |
| 20 | VUG | Vanguard Growth ETF | -0.1% | -2.44% | 減少 |
| 21 | INVH | Invitation Homes INC | -0.1% | -6.66% | 減少 |
| 22 | ARE | Alexandria Real Estate Equit | -0.1% | -37.84% | 減少 |
| 23 | IBM | Intl Business Machines CORP | -0.1% | -4.87% | 減少 |
| 24 | RMD | Resmed INC | -0.1% | -2.24% | 減少 |
| 25 | NKE | Nike INC -cl B | -0.1% | -3.97% | 減少 |
| 26 | EFA | Ishares Msci Eafe ETF | -0.1% | -59.57% | 減少 |
| 27 | ZBRA | Zebra Technologies Corp-cl A | -0.1% | -3.20% | 減少 |
| 28 | DOCU | Docusign INC | -0.1% | -79.04% | 減少 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -4.94% | 減少 |
| 30 | ISRG | Intuitive Surgical INC | -0.1% | -2.65% | 減少 |
| 31 | CHWY | Chewy INC - Class A | -0.1% | -2.84% | 減少 |
| 32 | VEEV | Veeva Systems Inc-class A | -0.1% | -0.26% | 減少 |
| 33 | DIS | Walt Disney Co/the | -0.2% | -3.35% | 減少 |
| 34 | UBER | Uber Technologies INC | -0.2% | -2.46% | 減少 |
| 35 | MSFT | Microsoft CORP | -0.2% | +9.93% | 増加 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.2% | -2.47% | 減少 |
| 37 | BDX | Becton Dickinson And Co | -0.2% | -0.02% | 減少 |
| 38 | AAPL | Apple INC | -0.2% | -2.41% | 減少 |
| 39 | AMZN | Amazon.com INC | -0.2% | -1.64% | 減少 |
| 40 | SNOW | Snowflake INC | -0.2% | +3.66% | 増加 |
| 41 | PANW | Palo Alto Networks INC | -0.3% | +0.18% | 増加 |
| 42 | PYPL | Paypal Holdings INC | -0.3% | -63.68% | 減少 |
| 43 | GOOG | Alphabet Inc-cl C | -0.3% | -2.66% | 減少 |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -50.46% | 減少 |
| 45 | META | Meta Platforms Inc-class A | -0.4% | -2.43% | 減少 |
| 46 | V | Visa Inc-class A Shares | -0.4% | -2.07% | 減少 |
| 47 | IQV | Iqvia Holdings INC | -0.5% | -2.28% | 減少 |
| 48 | BKNG | Booking Holdings INC | -0.6% | -1.35% | 減少 |
| 49 | WAT | Waters CORP | — | NEW | 新規購入 |
| 50 | TEM | Tempus Ai Inc-cl A | — | NEW | 新規購入 |
| 四半期 | 提出日 | 種類 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-06 | 13F-HR | EDGARで見る |
| 2025-12-31 | 2026-02-03 | 13F-HR | EDGARで見る |
| 2025-09-30 | 2025-11-10 | 13F-HR | EDGARで見る |
| 2025-06-30 | 2025-07-31 | 13F-HR | EDGARで見る |
| 2025-03-31 | 2025-04-25 | 13F-HR | EDGARで見る |
| 2024-12-31 | 2025-02-06 | 13F-HR | EDGARで見る |
| 2024-09-30 | 2024-11-01 | 13F-HR | EDGARで見る |
| 2024-06-30 | 2024-07-25 | 13F-HR | EDGARで見る |
| 2024-03-31 | 2024-05-07 | 13F-HR | EDGARで見る |
| 2023-12-31 | 2024-01-18 | 13F-HR | EDGARで見る |
| 2023-09-30 | 2023-10-18 | 13F-HR | EDGARで見る |
| 2023-06-30 | 2023-07-27 | 13F-HR | EDGARで見る |
| 2023-03-31 | 2023-05-11 | 修正 | EDGARで見る |
| 2023-03-31 | 2023-05-04 | 13F-HR | EDGARで見る |
| 2022-12-31 | 2023-02-08 | 13F-HR | EDGARで見る |
| 2022-09-30 | 2022-10-14 | 13F-HR | EDGARで見る |
| 2022-06-30 | 2022-07-25 | 13F-HR | EDGARで見る |
| 2022-03-31 | 2022-05-05 | 13F-HR | EDGARで見る |
| 2021-12-31 | 2022-02-11 | 13F-HR | EDGARで見る |
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