Washington Trust Advisors, Inc. — 13F Holdings & Portfolio
CIK 1900099 · latest 13F-HR filed 2026-07-29
Washington Trust Advisors, Inc. manages $1.35B in 13F-reported U.S. long-equity assets across 917 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PWR (7.55%), PANW (5.77%), AAPL (5.62%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 95 new positions, exited 55, added to 344, and trimmed 144.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
WELLESLEY, MA 02481
$1.35B
Long-equity book
917
Distinct positions
2026-06-30
Filed 2026-07-29
+95 / −55 / ↑344 / ↓144
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Palo Alto Networks$38.9M +99.7%
- Quanta Services$15.0M +17.3%
- Alphabet Cl C$10.4M +17.5%
- Alphabet Cl A$8.7M +19.3%
- NVIDIA$6.6M +21.3%
Top Trims
- Regeneron Pharmaceuticals-$4.9M -22.2%
- ResMed-$4.3M -16.1%
- Nike-$3.8M -60.7%
- Penumbra-$3.7M -60.5%
- WalMart-$3.1M -30.2%
New Positions
- Exxon Mobil$10.7M
- Medline$5.4M
- Zeta Global Holdings Corp A$1.8M
- Kratos Defense & Security Solutions$794.1K
- FedEx Freight$346.7K
Exited Positions
- Exxon Mobil$13.6M
- Honeywell Int'l$194.6K
- Invesco S&P 500$180.0K
- DuPont$69.6K
- Spotify Technology A$45.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Quanta Services | PWR | 74762E102 | $101.7M | 7.55% | 141,251 | SH |
| 2 | Palo Alto Networks | PANW | 697435105 | $77.7M | 5.77% | 227,807 | SH |
| 3 | Apple | AAPL | 037833100 | $75.7M | 5.62% | 261,585 | SH |
| 4 | Alphabet Cl C | GOOG | 02079K107 | $69.3M | 5.14% | 196,127 | SH |
| 5 | Alphabet Cl A | GOOGL | 02079K305 | $52.5M | 3.90% | 146,905 | SH |
| 6 | Amazon | AMZN | 023135106 | $46.1M | 3.42% | 193,402 | SH |
| 7 | Visa | V | 92826C839 | $43.9M | 3.26% | 128,035 | SH |
| 8 | Deere & Co | DE | 244199105 | $37.7M | 2.80% | 59,444 | SH |
| 9 | Meta Platforms | META | 30303M102 | $37.4M | 2.78% | 66,425 | SH |
| 10 | NVIDIA | NVDA | 67066G104 | $35.7M | 2.65% | 178,216 | SH |
| 11 | Berkshire Hathaway B | BRK.B | 084670702 | $32.9M | 2.44% | 65,771 | SH |
| 12 | Booking Holdings | BKNG | 09857L108 | $31.9M | 2.36% | 178,728 | SH |
| 13 | IQVIA Holdings | IQV | 46266C105 | $23.4M | 1.73% | 120,893 | SH |
| 14 | Schwab Fundamental U.S. Large Company ETF | FNDX | 808524771 | $22.9M | 1.70% | 735,604 | SH |
| 15 | ResMed | RMD | 761152107 | $22.6M | 1.67% | 115,739 | SH |
| 16 | Uber Technologies | UBER | 90353T100 | $19.9M | 1.48% | 275,908 | SH |
| 17 | Vanguard S&P 500 Index Fd ETF | VOO | 922908363 | $19.3M | 1.43% | 28,117 | SH |
| 18 | Jacobs Solutions | J | 46982L108 | $19.3M | 1.43% | 152,948 | SH |
| 19 | Microsoft | MSFT | 594918104 | $18.3M | 1.36% | 49,030 | SH |
| 20 | Regeneron Pharmaceuticals | REGN | 75886F107 | $17.2M | 1.28% | 27,584 | SH |
| 21 | Starbucks | SBUX | 855244109 | $16.5M | 1.22% | 161,072 | SH |
| 22 | PepsiCo | PEP | 713448108 | $15.7M | 1.17% | 116,315 | SH |
| 23 | Becton Dickinson | BDX | 075887109 | $14.5M | 1.08% | 95,852 | SH |
| 24 | Snowflake | SNOW | 833445109 | $14.1M | 1.05% | 55,518 | SH |
| 25 | Sphere Entertainment | SPHR | 55826T102 | $13.5M | 1.00% | 77,758 | SH |
| 26 | Brookfield Renewable Corp | BEPC | 11285B108 | $13.4M | 1.00% | 362,218 | SH |
| 27 | Walt Disney Company | DIS | 254687106 | $12.0M | 0.89% | 124,609 | SH |
| 28 | Edwards Lifesciences | EW | 28176E108 | $11.7M | 0.87% | 129,594 | SH |
| 29 | Johnson & Johnson | JNJ | 478160104 | $11.4M | 0.85% | 44,831 | SH |
| 30 | Zebra Tech | ZBRA | 989207105 | $11.2M | 0.83% | 42,509 | SH |
| 31 | Vanguard Growth ETF | VUG | 922908736 | $10.7M | 0.80% | 124,346 | SH |
| 32 | Exxon Mobil | XOM | 30233Q108 | $10.5M | 0.78% | 76,549 | SH |
| 33 | Ecolab | ECL | 278865100 | $10.2M | 0.76% | 36,761 | SH |
| 34 | Schwab Fundamental International Equity ETF | FNDF | 808524755 | $10.0M | 0.74% | 189,074 | SH |
| 35 | Air Products | APD | 009158106 | $9.8M | 0.73% | 33,391 | SH |
| 36 | S&P Global | SPGI | 78409V104 | $9.3M | 0.69% | 22,760 | SH |
| 37 | JP Morgan Chase | JPM | 46625H100 | $9.2M | 0.68% | 28,046 | SH |
| 38 | Vanguard Tax-Exempt Bond ETF | VTEB | 922907746 | $9.2M | 0.68% | 180,974 | SH |
| 39 | ASML Holding NV | ASML | N07059210 | $9.0M | 0.67% | 4,508 | SH |
| 40 | Veeva Systems | VEEV | 922475108 | $8.8M | 0.66% | 49,837 | SH |
| 41 | Xylem | XYL | 98419M100 | $8.3M | 0.62% | 70,118 | SH |
| 42 | American Tower | AMT | 03027X100 | $8.2M | 0.61% | 50,060 | SH |
| 43 | Vanguard Value Index | VTV | 922908744 | $7.5M | 0.56% | 34,613 | SH |
| 44 | WalMart | WMT | 931142103 | $7.0M | 0.52% | 61,995 | SH |
| 45 | Intuitive Surgical | ISRG | 46120E602 | $6.6M | 0.49% | 16,649 | SH |
| 46 | Invitation Homes | INVH | 46187W107 | $6.2M | 0.46% | 203,826 | SH |
| 47 | Kinder Morgan | KMI | 49456B101 | $6.1M | 0.45% | 190,362 | SH |
| 48 | Vanguard Total Stock VIPERS | VTI | 922908769 | $5.8M | 0.43% | 15,617 | SH |
| 49 | IBM | IBM | 459200101 | $5.7M | 0.42% | 20,341 | SH |
| 50 | Cisco Systems | CSCO | 17275R102 | $5.4M | 0.40% | 45,757 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $1.35B | 917 | 0001900099-26-000003 |
| 2026-03-31 | 2026-04-06 | $1.24B | 870 | 0001900099-26-000002 |
| 2025-12-31 | 2026-02-03 | $1.31B | 726 | 0001900099-26-000001 |