Washington Trust Advisors, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1900099
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.3B
Holdings
724
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Washington Trust Advisors, Inc. disclosed 724 positions worth $1.3B in its Form 13F-HR for Q2 2026, led by $PWR (QUANTA SERVICES, INC.) at 7.5% of the equity portfolio, followed by $PANW and $AAPL. During the quarter the fund opened 90 new positions and exited 50 — including a new stake in $MDLN and a full exit from $SPOT. The portfolio is most concentrated in Technology (33.6% of disclosed assets). All figures are sourced directly from Washington Trust Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1900099.
AI Fund Analysis
Concentrating
$PWR7.5% weight
Held 10 quarters
$PANW5.8% weight
Held 10 quarters
$AAPL5.7% weight
Held 10 quarters
$GOOG5.2% weight
Held 10 quarters
$GOOG4.0% weight
Held 10 quarters
Schwab US Dividend Equity
9 quarters accumulating
Vanguard Mid Cap Index Fun
8 quarters accumulating
DFA International Core Equ
6 quarters accumulating
DFA Core Fixed Income ETF
6 quarters accumulating
Dimensional Short-Duration
6 quarters accumulating
Sector Allocation
TechnologyIndustrialsOtherHealthcareFinancialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 72.1#159
Quality
$101.7M141,309 sh - 65.5#476
Quality
$78.0M228,607 sh - 76.4#84
Quality
$77.0M266,099 sh - 78.2
Quality
$70.1M198,282 sh - 78.2
Quality
$53.6M149,892 sh - 68.7
Quality
$47.2M198,001 sh - 82.9
Quality
$44.4M129,395 sh - 79.6
Quality
$38.2M67,808 sh - 55.4
Quality
$37.8M59,530 sh - 85.9
Quality
$37.8M188,690 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| QUANTA SERVICES, INC.$PWR | 72.1#159 | $101.7M | 141,309 |
| Palo Alto Networks Inc$PANW | 65.5#476 | $78.0M | 228,607 |
| Apple Inc.$AAPL | 76.4#84 | $77.0M | 266,099 |
 Alphabet Inc.$GOOGL | 78.2 | $70.1M | 198,282 |
| Alphabet Inc.$GOOG | 78.2 | $53.6M | 149,892 |
 AMAZON COM INC$AMZN | 68.7 | $47.2M | 198,001 |
 VISA INC.$V | 82.9 | $44.4M | 129,395 |
 Meta Platforms, Inc.$META | 79.6 | $38.2M | 67,808 |
 DEERE & CO$DE | 55.4 | $37.8M | 59,530 |
 NVIDIA CORP$NVDA | 85.9 | $37.8M | 188,690 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Washington Trust Advisors, Inc.'s 724 positions.
Showing top 10 of 724 holdings.
Sector Allocation
Technology
$452.5M
Industrials
$213.6M
Other
$176.6M
Healthcare
$135.8M
Financials
$120.6M
Consumer Discretionary
$117.7M
Communication Services
$26.9M
Consumer Staples
$25.7M
Top Holdings — Washington Trust Advisors, Inc. (Q2 2026)
Top 150 of 724 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PWR | QUANTA SERVICES, INC. | $101.7M | 7.5% | -11% | 72.1 |
| 2 | $PANW | Palo Alto Networks Inc | $78.0M | 5.8% | -6% | 65.5 |
| 3 | $AAPL | Apple Inc. | $77.0M | 5.7% | -5% | 76.4 |
| 4 | $GOOGL | Alphabet Inc. | $70.1M | 5.2% | -5% | 78.2 |
| 5 | $GOOG | Alphabet Inc. | $53.6M | 4.0% | -4% | 78.2 |
| 6 | $AMZN | AMAZON COM INC | $47.2M | 3.5% | -5% | 68.7 |
| 7 | $V | VISA INC. | $44.4M | 3.3% | -5% | 82.9 |
| 8 | $META | Meta Platforms, Inc. | $38.2M | 2.8% | -5% | 79.6 |
| 9 | $DE | DEERE & CO | $37.8M | 2.8% | -6% | 55.4 |
| 10 | $NVDA | NVIDIA CORP | $37.8M | 2.8% | +6% | 85.9 |
| 11 |  $BRK.B | BERKSHIRE HATHAWAY INC | $33.2M | 2.5% | -7% | 73.8 |
| 12 |  $BKNG | Booking Holdings Inc. | $31.9M | 2.4% | +2273% | 58.5 |
| 13 |  $IQV | IQVIA HOLDINGS INC. | $23.4M | 1.7% | -6% | 61.4 |
| 14 | — | Schwab Fundamental U.S. Large Company ETF - ETF | $22.9M | 1.7% | -0% | — |
| 15 |  $RMD | RESMED INC | $22.6M | 1.7% | -3% | 74.3 |
| 16 |  $UBER | Uber Technologies, Inc | $19.9M | 1.5% | -4% | 73.5 |
| 17 |  $MSFT | MICROSOFT CORP | $19.4M | 1.4% | +1% | 79.8 |
| 18 | — | Vanguard S&P 500 Index Fd ETF - ETF | $19.3M | 1.4% | +1% | — |
| 19 |  $J | JACOBS SOLUTIONS INC. | $19.3M | 1.4% | -3% | 64.3 |
| 20 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $17.3M | 1.3% | -4% | 71 |
| 21 |  $SBUX | STARBUCKS CORP | $16.6M | 1.2% | -6% | 58.2 |
| 22 |  $PEP | PEPSICO INC | $15.8M | 1.2% | -2% | 63.4 |
| 23 |  $BDX | BECTON DICKINSON & CO | $14.5M | 1.1% | -0% | 59 |
| 24 |  $SNOW | Snowflake Inc. | $14.1M | 1.1% | -8% | 54.9 |
| 25 |  $SPHR | Sphere Entertainment Co. | $13.5M | 1.0% | -14% | 53.7 |
| 26 |  $BEPC | Brookfield Renewable Corp | $13.4M | 1.0% | -8% | — |
| 27 |  $DIS | Walt Disney Co | $12.1M | 0.9% | -6% | 60.1 |
| 28 |  $EW | Edwards Lifesciences Corp | $11.7M | 0.9% | -3% | 69.4 |
| 29 |  $JNJ | JOHNSON & JOHNSON | $11.4M | 0.8% | -2% | 69 |
| 30 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $11.2M | 0.8% | -6% | 67.5 |
| 31 | — | Vanguard Growth ETF - ETF | $10.7M | 0.8% | +501% | — |
| 32 |  $XOM.R34088 | EXXON MOBIL CORP | $10.7M | 0.8% | -2% | 57.9 |
| 33 |  $ECL | ECOLAB INC. | $10.4M | 0.8% | -6% | 63.3 |
| 34 | — | Schwab Fundamental International Equity ETF - ETF | $10.1M | 0.8% | -0% | — |
| 35 |  $APD | Air Products & Chemicals, Inc. | $9.8M | 0.7% | -12% | 46.4 |
| 36 |  $JPM | JPMORGAN CHASE & CO | $9.6M | 0.7% | -3% | 70.7 |
| 37 |  $SPGI | S&P Global Inc. | $9.4M | 0.7% | +2% | 76.1 |
| 38 | — | Vanguard Tax-Exempt Bond ETF - ETF | $9.2M | 0.7% | +4% | — |
| 39 |  $ASML | ASML HOLDING NV | $9.1M | 0.7% | -2% | — |
| 40 |  $VEEV | VEEVA SYSTEMS INC | $8.8M | 0.7% | +7% | 77.6 |
| 41 |  $AMT | AMERICAN TOWER CORP /MA/ | $8.3M | 0.6% | -1% | 66.3 |
| 42 |  $XYL | Xylem Inc. | $8.3M | 0.6% | +2% | 65.8 |
| 43 | — | Vanguard Value Index - ETF | $7.5M | 0.6% | +2% | — |
| 44 |  $WMT | Walmart Inc. | $7.2M | 0.5% | -23% | 60.2 |
| 45 |  $ISRG | INTUITIVE SURGICAL INC | $6.7M | 0.5% | -1% | 79.9 |
| 46 |  $INVH | Invitation Homes Inc. | $6.2M | 0.5% | -14% | 68.9 |
| 47 |  $KMI | KINDER MORGAN, INC. | $6.1M | 0.5% | -3% | 71.3 |
| 48 |  $SPY | SPDR S&P 500 ETF TRUST | $5.9M | 0.4% | +16% | — |
| 49 | — | Vanguard Total Stock VIPERS - ETF | $5.8M | 0.4% | +3% | — |
| 50 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5.8M | 0.4% | -2% | 70 |
| 51 |  $CSCO | CISCO SYSTEMS, INC. | $5.4M | 0.4% | -12% | 70.3 |
| 52 |  $MDLN | Medline Inc. | $5.4M | 0.4% | NEW | 62.5 |
| 53 |  $TEM | Tempus AI, Inc. | $5.2M | 0.4% | +49% | 41.2 |
| 54 |  $CHWY | Chewy, Inc. | $5.1M | 0.4% | -6% | 56.3 |
| 55 | — | iShares IBOXX High Yield Bond Index - ETF | $5.0M | 0.4% | +0% | — |
| 56 |  $WAT | WATERS CORP /DE/ | $4.9M | 0.4% | -0% | 60.4 |
| 57 | — | Vanguard FTSE Dev Markets - ETF | $4.3M | 0.3% | -1% | — |
| 58 | — | DFA US Core Equity ETF - ETF | $4.0M | 0.3% | +18% | — |
| 59 | — | Dimensional National Municipal Bond ETF - ETF | $3.9M | 0.3% | -1% | — |
| 60 |  $ETN | Eaton Corp plc | $3.9M | 0.3% | -6% | — |
| 61 |  $ABBV | AbbVie Inc. | $3.8M | 0.3% | -7% | 72.6 |
| 62 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.7M | 0.3% | +0% | 73.8 |
| 63 |  $KO | COCA COLA CO | $3.7M | 0.3% | -11% | 69.5 |
| 64 | — | Vanguard Total Bond Market ETF - ETF | $3.6M | 0.3% | +1% | — |
| 65 |  $GMED | GLOBUS MEDICAL INC | $3.6M | 0.3% | +117% | 79.5 |
| 66 | — | Vanguard Small-Cap ETF - ETF | $3.5M | 0.3% | -0% | — |
| 67 | — | Vanguard Mid-Cap Value ETF - ETF | $3.1M | 0.2% | +1% | — |
| 68 |  $CAT | CATERPILLAR INC | $2.8M | 0.2% | +1% | 66.5 |
| 69 | — | DFA Emerging Core Equity Market ETF - ETF | $2.8M | 0.2% | -1% | — |
| 70 | — | Schwab US TIPS ETF - ETF | $2.7M | 0.2% | +0% | — |
| 71 |  $PG | PROCTER & GAMBLE Co | $2.7M | 0.2% | +4% | 64.6 |
| 72 | — | DFA Tax Managed US Equity - ETF | $2.6M | 0.2% | -12% | — |
| 73 | — | Dimensional US High Profitability ETF - ETF | $2.6M | 0.2% | +0% | — |
| 74 | — | DFA International Core Equity Market ETF - ETF | $2.5M | 0.2% | +14% | — |
| 75 |  $NKE | NIKE, Inc. | $2.5M | 0.2% | -49% | 49.3 |
| 76 |  $PEN | Penumbra Inc | $2.4M | 0.2% | -59% | 67.1 |
| 77 |  $ABT | ABBOTT LABORATORIES | $2.4M | 0.2% | -3% | 65.5 |
| 78 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.4M | 0.2% | -17% | 69.8 |
| 79 |  $HD | HOME DEPOT, INC. | $2.4M | 0.2% | +1% | 60.3 |
| 80 |  $EVR | Evercore Inc. | $2.3M | 0.2% | -2% | 76.9 |
| 81 |  $GEV | GE Vernova Inc. | $2.2M | 0.2% | -20% | 81.1 |
| 82 |  $UPS | UNITED PARCEL SERVICE INC | $2.2M | 0.2% | -5% | 58.6 |
| 83 | — | Vanguard Mid-Cap Growth ETF - ETF | $2.1M | 0.2% | +2% | — |
| 84 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $2.1M | 0.2% | +4% | 38.7 |
| 85 |  $GE | GENERAL ELECTRIC CO | $2.1M | 0.2% | -23% | 73.8 |
| 86 |  $AXP | AMERICAN EXPRESS CO | $2.0M | 0.1% | +0% | 69.4 |
| 87 |  $ALGN | ALIGN TECHNOLOGY INC | $1.9M | 0.1% | -0% | 58.9 |
| 88 | — | Dimensional International Value ETF - ETF | $1.9M | 0.1% | +1% | — |
| 89 |  $ZETA | Zeta Global Holdings Corp. | $1.8M | 0.1% | NEW | 63.4 |
| 90 |  $RTX | RTX Corp | $1.8M | 0.1% | -0% | 73.2 |
| 91 | — | Vanguard Short Term Corp Bond Index - ETF | $1.7M | 0.1% | +8% | — |
| 92 | — | DFA Tax Advantaged US Core Equity 2 - ETF | $1.7M | 0.1% | +28% | — |
| 93 |  $BLK | BlackRock, Inc. | $1.6M | 0.1% | +27% | 70 |
| 94 | — | DFA Core Fixed Income ETF - ETF | $1.6M | 0.1% | +0% | — |
| 95 |  $OUNZ | VanEck Merk Gold ETF | $1.6M | 0.1% | +0% | 33.6 |
| 96 | — | Dimensional U.S. Small Cap ETF - ETF | $1.6M | 0.1% | +14% | — |
| 97 | — | Dimensional International High Profitability ETF - ETF | $1.6M | 0.1% | +0% | — |
| 98 | — | Schwab US Dividend Equity ETF - ETF | $1.5M | 0.1% | +5% | — |
| 99 |  $FDX | FEDEX CORP | $1.5M | 0.1% | -0% | 60.3 |
| 100 |  $LOW | LOWES COMPANIES INC | $1.5M | 0.1% | +1% | 60.8 |
| 101 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.4M | 0.1% | -3% | 65.1 |
| 102 | — | Vanguard Small-Cap Growth ETF - ETF | $1.4M | 0.1% | +0% | — |
| 103 |  $BN | BROOKFIELD Corp /ON/ | $1.3M | 0.1% | -1% | — |
| 104 | — | iShares Core S&P Mid Cap - ETF | $1.3M | 0.1% | -2% | — |
| 105 |  $UNP | UNION PACIFIC CORP | $1.3M | 0.1% | +2% | 69.7 |
| 106 | — | Dimensional Short-Duration Fixed Income ETF - ETF | $1.2M | 0.1% | +1% | — |
| 107 |  $LLY | ELI LILLY & Co | $1.2M | 0.1% | -9% | 87.5 |
| 108 |  $MCO | MOODYS CORP /DE/ | $1.2M | 0.1% | +0% | 79.1 |
| 109 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.1% | +48% | 66.2 |
| 110 |  $FRPT | Freshpet, Inc. | $1.1M | 0.1% | +42% | 61.1 |
| 111 |  $CSW | CSW INDUSTRIALS, INC. | $1.1M | 0.1% | +0% | 61.8 |
| 112 | — | iShares Core MSCI EAFE - ETF | $1.1M | 0.1% | +0% | — |
| 113 | — | Vanguard Emerging Markets - ETF | $1.0M | 0.1% | -1% | — |
| 114 |  $PFE | PFIZER INC | $1.0M | 0.1% | -4% | 62 |
| 115 | — | iShares S&P 500 - ETF | $1.0M | 0.1% | +1% | — |
| 116 |  $MRK | Merck & Co., Inc. | $1.0M | 0.1% | -13% | 59.9 |
| 117 |  $TSLA | Tesla, Inc. | $995,148 | 0.1% | -9% | 53.9 |
| 118 | — | iShares Russell Growth - ETF | $989,460 | 0.1% | +311% | — |
| 119 |  $EMR | EMERSON ELECTRIC CO | $988,737 | 0.1% | -8% | 65.3 |
| 120 |  $EQIX | EQUINIX INC | $972,115 | 0.1% | -2% | 59 |
| 121 | — | Schwab Fundamental U.S. Small Company ETF - ETF | $965,963 | 0.1% | +2% | — |
| 122 |  $INTC | INTEL CORP | $961,051 | 0.1% | -19% | 45.6 |
| 123 |  $AVGO | Broadcom Inc. | $926,424 | 0.1% | -2% | 84.5 |
| 124 | — | Vanguard Total International Bond Index Fund ETF - ETF | $910,247 | 0.1% | +1% | — |
| 125 | — | iShares MSCI EAFE - ETF | $903,860 | 0.1% | -2% | — |
| 126 |  $IVZ | Invesco Ltd. | $868,009 | 0.1% | +0% | — |
| 127 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $855,270 | 0.1% | -4% | 65.1 |
| 128 | — | iShares S&P Small Cap 600 - ETF | $842,094 | 0.1% | -5% | — |
| 129 |  $ICLR | ICON PLC | $835,545 | 0.1% | -10% | — |
| 130 |  $PM | Philip Morris International Inc. | $832,548 | 0.1% | -7% | 75.9 |
| 131 |  $PLD | Prologis, Inc. | $815,936 | 0.1% | +0% | 68.3 |
| 132 | — | Dimensional US Large Cap Value ETF - ETF | $795,731 | 0.1% | +0% | — |
| 133 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $794,120 | 0.1% | NEW | 44.6 |
| 134 |  $PYPL | PayPal Holdings, Inc. | $744,337 | 0.1% | -48% | 64.1 |
| 135 | — | iShares MSCI Emerging Markets - ETF | $743,027 | 0.1% | -2% | — |
| 136 |  $GS | GOLDMAN SACHS GROUP INC | $735,266 | 0.1% | -18% | 73.5 |
| 137 |  $ITT | ITT INC. | $732,305 | 0.1% | +0% | 63 |
| 138 |  $PPG | PPG INDUSTRIES INC | $729,317 | 0.1% | -5% | 59.1 |
| 139 | — | SPDR Dow Jones Industrial Average ETF - ETF | $719,105 | 0.1% | -16% | — |
| 140 |  $SLB | SLB LIMITED/NV | $696,188 | 0.1% | +0% | 57.9 |
| 141 | — | DFA International Small Cap ETF - ETF | $690,800 | 0.1% | +1% | — |
| 142 |  $NBTB | NBT BANCORP INC | $672,716 | 0.1% | +5% | 66.5 |
| 143 |  $CVX | CHEVRON CORP | $670,499 | 0.1% | +2% | 62.8 |
| 144 |  $TXN | TEXAS INSTRUMENTS INC | $655,754 | 0.1% | -2% | 73.4 |
| 145 | — | DFA Tax-Managed US Marketwide Value - ETF | $635,602 | 0.1% | -0% | — |
| 146 | $IVZ | Invesco Ltd. | $625,331 | 0.1% | +25% | — |
| 147 | — | Vanguard Small Cap Value ETF - ETF | $623,767 | 0.1% | +27% | — |
| 148 | — | iShares Core MSCI Emerging Markets - ETF | $617,324 | 0.1% | +0% | — |
| 149 | — | Vanguard Mid Cap Index Fund ETF - ETF | $589,489 | 0.0% | +330% | — |
| 150 | — | Schwab International Equity ETF - ETF | $588,016 | 0.0% | +0% | — |
New Positions (90)
$MDLN Medline Inc.$5.4M$ZETA Zeta Global Holdings Corp.$1.8M$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.$794,120
$FDXF FedEx Freight Holding Company, Inc.$346,696 BNY Mellon Municipal Intermediate ETF - ETF$307,440
$NDAQ NASDAQ, INC.$115,156
$HONA Honeywell Aerospace Inc.$101,918
$RVMD Revolution Medicines, Inc.$90,269
$RSG REPUBLIC SERVICES, INC.$66,268
$LITE Lumentum Holdings Inc.$60,503
$AFRM Affirm Holdings, Inc.$49,020
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$43,132
$MSCI MSCI Inc.$40,922 First Trust Dorsey Wright Focus 5 ETF - ETF$35,208
$WWD Woodward, Inc.$32,958Exited Positions (50)
$SPOT Spotify Technology S.A.
$CELH Celsius Holdings, Inc. State Street Energy Select Sector SPDR ETF
$STWD STARWOOD PROPERTY TRUST, INC.
$HSIC HENRY SCHEIN INC
$LHX L3HARRIS TECHNOLOGIES, INC. /DE/
$DDD 3D SYSTEMS CORP
$AWR AMERICAN STATES WATER CO
$BEEP Mobile Infrastructure Corp
$CTAS CINTAS CORP
$MOS MOSAIC CO
$WELL WELLTOWER INC.
$BXP BXP, Inc.
$FISV FISERV INC
$EXC EXELON CORPBrowse Top Institutional Investors
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