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Washington Trust Advisors, Inc. 13F holdings
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Washington Trust Advisors, Inc. 13F holdings

Washington Trust Advisors, Inc. reported 715 positions with a total reported value of $1.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-29. Top holdings by reported value: GOOGL Alphabet Cl A (9.2%), Quanta Services (7.6%), PANW Palo Alto Networks (5.8%), AAPL Apple (5.7%), AMZN Amazon (3.5%). Against 2026-03-31 it opened 92 new positions and exited 51. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

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Top holdings

25 largest of 715 positions · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
GOOGL Alphabet Cl A348,174$123.6M9.2%
Quanta Services141,309$101.7M7.6%
PANW Palo Alto Networks228,607$78.0M5.8%
AAPL Apple266,099$77.0M5.7%
AMZN Amazon198,001$47.2M3.5%
V Visa129,395$44.4M3.3%
META Meta Platforms67,808$38.2M2.8%
DE Deere & Co59,530$37.8M2.8%
NVDA NVIDIA188,690$37.8M2.8%
BRK-B Berkshire Hathaway A66,269$36.9M2.7%
BKNG Booking Holdings178,758$31.9M2.4%
IQV IQVIA Holdings120,941$23.4M1.7%
Schwab Fundamental U.S. Large Company ETF737,035$22.9M1.7%
RMD ResMed115,745$22.6M1.7%
UBER Uber Technologies275,959$19.9M1.5%
MSFT Microsoft51,895$19.4M1.4%
Vanguard S&P 500 Index Fd ETF28,141$19.3M1.4%
J Jacobs Solutions153,088$19.3M1.4%
REGN Regeneron Pharmaceuticals27,703$17.3M1.3%
SBUX Starbucks161,961$16.6M1.2%
PEP PepsiCo116,493$15.8M1.2%
BDX Becton Dickinson95,949$14.5M1.1%
SNOW Snowflake55,518$14.1M1.0%
SPHR Sphere Entertainment77,758$13.5M1.0%
BEPC Brookfield Renewable Corp362,218$13.4M1.0%
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 92 in all · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
MDLN Medline136,179$5.4M0.4%
ZETA Zeta Global Holdings Corp A93,672$1.8M0.1%
Kratos Defense & Security Solutions15,927$794.1K<0.1%
FedEx Freight2,296$346.7K<0.1%
BNY Mellon Municipal Intermediate ETF11,627$307.4K<0.1%
NDAQ NASDAQ Inc1,461$115.2K<0.1%
HONA Honeywell Aerospace461$101.9K<0.1%
RVMD Revolution Medicines482$90.3K<0.1%
REPUBLIC SVCS INC COM311$66.3K<0.1%
LITE LUMENTUM HLDGS INC COM71$60.5K<0.1%
AFRM AFFIRM HLDGS INC COM CL A601$49.0K<0.1%
Prudential Financial420$45.3K<0.1%
SPCX Space Exploration Technologies252$43.1K<0.1%
MSCI MSCI INC COM73$40.9K<0.1%
Invesco Bloomberg MVP Multi-Factor ETF777$39.8K<0.1%
First Trust Dorsey Wright Focus 5 ETF464$35.2K<0.1%
WWD WOODWARD INC COM77$33.0K<0.1%
AFL Aflac246$28.8K<0.1%
CLS CELESTICA INC COM76$27.7K<0.1%
ISHARES U.S. INFRASTRUCTURE ETF424$26.7K<0.1%
BJ's Wholesale Club200$17.4K<0.1%
W WAYFAIR INC CL A184$17.0K<0.1%
PROSHARES S&P 500 EX-ENERGY ETF200$16.1K<0.1%
CLX Clorox165$15.7K<0.1%
Sprott Copper Miners ETF400$15.3K<0.1%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 51 in all · reported value as of 2026-03-31
HoldingShares 2026-03-31Reported value% of portfolio then
SPOT Spotify Technology A94$45.5K<0.1%
CELH Celsius Holdings1,000$35.5K<0.1%
State Street Energy Select Sector SPDR ETF445$27.3K<0.1%
Starwood Property Trust1,000$17.2K<0.1%
HSIC Henry Schein Inc190$14.0K<0.1%
LHX L3Harris Technologies Ord30$10.4K<0.1%
DDD 3D Systems4,225$7.9K<0.1%
American States Water100$7.6K<0.1%
BEEP Mobile Infrastructure Corp3,281$7.3K<0.1%
CTAS Cintas35$5.9K<0.1%
MOS MOSAIC CO COM116$3.0K<0.1%
WELL Welltower14$2.8K<0.1%
BXP BXP INC COM46$2.4K<0.1%
FISV Fiserv Inc40$2.2K<0.1%
EXC Exelon Corp43$2.1K<0.1%
BBY Best Buy32$2.1K<0.1%
POOL POOL CORP COM10$2.0K<0.1%
BABA Alibaba Group16$2.0K<0.1%
CB CHUBB LTD SWITZ COM6$2.0K<0.1%
NICE NICE LTD SPONSORED ADR17$1.9K<0.1%
NYC American Strategic Investment224$1.9K<0.1%
WSM WILLIAMS SONOMA INC COM10$1.8K<0.1%
NVR NVR INC COM0$1.8K<0.1%
COR CENCORA INC COM5$1.6K<0.1%
TSN TYSON FOODS INC CL A22$1.4K<0.1%

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
BKNG Booking Holdings7,532178,758+2,273.3%$31.9M
Vanguard Growth ETF20,707124,346+500.5%$10.7M
NVDA NVIDIA178,433188,690+5.7%$37.8M
GMED Globus Medical20,75645,006+116.8%$3.6M
TEM Tempus AI59,81989,166+49.1%$5.2M
SPY SPDR Tr (S&P 500)6,8557,931+15.7%$5.9M
iShares Russell Growth1,9377,969+311.4%$989.5K
DFA US Core Equity ETF65,00676,973+18.4%$4.0M
VEEV Veeva Systems46,36849,843+7.5%$8.8M
Vanguard Mid Cap Index Fund ETF1,7027,316+329.8%$589.5K
DFA Tax Advantaged US Core Equity 230,29538,906+28.4%$1.7M
COST Costco Companies8221,218+48.2%$1.1M

Decreases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
Quanta Services157,960141,309-10.5%$101.7M
GOOGL Alphabet Cl A364,020348,174-4.4%$123.6M
PANW Palo Alto Networks243,483228,607-6.1%$78.0M
AAPL Apple280,814266,099-5.2%$77.0M
PEN Penumbra18,6867,671-58.9%$2.4M
BRK-B Berkshire Hathaway A71,02066,269-6.7%$36.9M
DE Deere & Co63,63059,530-6.4%$37.8M
NKE Nike118,47959,965-49.4%$2.5M
AMZN Amazon207,550198,001-4.6%$47.2M
V Visa135,917129,395-4.8%$44.4M
META Meta Platforms71,74567,808-5.5%$38.2M
WMT WalMart83,18063,712-23.4%$7.2M
CIK 1900099 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-28 · For informational purposes only, not investment advice.
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