AI Portfolio Summary
In 2026 Q1, Washington Trust Advisors, Inc. maintained a portfolio of 704 distinct positions. They heavily accumulated shares in Palo Alto Networks, increasing their position by 0.2%. Conversely, Washington Trust Advisors, Inc. completely exited their position in Vail Resorts.
Total Positions
704
Quarter
2026 Q1
Top Holding
PWR (7.0%)
Top 10 Concentration
40.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 704
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PWR
Quanta Services
|
Industrials | 7.01% | 5.48% |
#1
1
Prev: #2
|
5.3 | -11,926 | -7.0% |
P
S
|
157,960 | $86,723,552 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
AAPL
Apple
|
Technology | 5.76% | 5.98% |
#2
1
Prev: #1
|
4.3 | -6,933 | -2.4% |
P
S
|
280,814 | $71,267,662 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
GOOG
Alphabet Cl C
|
Communication Services | 4.82% | 5.12% |
#3
Prev: #3
|
3.4 | -5,688 | -2.7% |
P
S
|
207,855 | $59,625,189 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
GOOGL
Alphabet Cl A
|
Communication Services | 3.63% | 3.83% |
#4
Prev: #4
|
2.5 | -3,950 | -2.5% |
P
S
|
156,165 | $44,906,907 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
AMZN
Amazon
|
Consumer Cyclical | 3.50% | 3.72% |
#5
Prev: #5
|
2.4 | -3,466 | -1.6% |
P
S
|
207,550 | $43,226,438 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
V
Visa
|
Financial Services | 3.32% | 3.72% |
#6
Prev: #6
|
1.8 | -2,870 | -2.1% |
P
S
|
135,917 | $41,079,762 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
META
Meta Platforms
|
Communication Services | 3.32% | 3.71% |
#7
Prev: #7
|
1.8 | -1,789 | -2.4% |
P
S
|
71,745 | $41,047,190 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
PANW
Palo Alto Netwo...
|
Technology | 3.16% | 3.42% |
#8
Prev: #8
|
1.8 | 429 | 0.2% |
P
S
|
243,483 | $39,035,195 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
DE
Deere & Co
|
Industrials | 2.90% | 2.35% |
#9
3
Prev: #12
|
1.7 | -2,556 | -3.9% |
P
S
|
63,630 | $35,842,951 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 2.75% | 2.87% |
#10
Prev: #10
|
1.6 | -3,688 | -4.9% |
P
S
|
71,015 | $34,030,388 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
BKNG
Booking Holding...
|
Consumer Cyclical | 2.56% | 3.12% |
#11
2
Prev: #9
|
1.5 | -103 | -1.3% |
P
S
|
7,532 | $31,712,505 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
NVDA
NVIDIA
|
Technology | 2.52% | 2.55% |
#12
1
Prev: #11
|
1.5 | -578 | -0.3% |
P
S
|
178,433 | $31,118,722 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
RMD
ResMed
|
Healthcare | 2.17% | 2.26% |
#13
1
Prev: #14
|
1.4 | -2,741 | -2.2% |
P
S
|
119,824 | $26,898,091 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
REGN
Regeneron Pharm...
|
Healthcare | 1.80% | 1.74% |
#14
2
Prev: #16
|
1.2 | -689 | -2.3% |
P
S
|
28,735 | $22,201,810 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
IQV
IQVIA Holdings
|
Healthcare | 1.78% | 2.27% |
#15
2
Prev: #13
|
1.2 | -3,005 | -2.3% |
P
S
|
128,769 | $21,960,265 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
FNDX
Schwab Fundamen...
|
ETF | 1.67% | 1.57% |
#16
3
Prev: #19
|
1.2 | -13,777 | -1.8% |
P
S
|
739,590 | $20,597,571 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
UBER
Uber Technologi...
|
Technology | 1.66% | 1.83% |
#17
2
Prev: #15
|
1.2 | -7,209 | -2.5% |
P
S
|
286,237 | $20,589,028 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
J
Jacobs Solution...
|
Industrials | 1.62% | 1.63% |
#18
Prev: #18
|
1.1 | -3,838 | -2.4% |
P
S
|
157,366 | $20,029,544 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
MSFT
Microsoft
|
Technology | 1.54% | 1.73% |
#19
2
Prev: #17
|
2.6 | 4,642 | 9.9% |
P
S
|
51,369 | $19,015,283 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
PEP
PepsiCo
|
Consumer Defensive | 1.49% | 1.33% |
#20
1
Prev: #21
|
1.1 | -3,055 | -2.5% |
P
S
|
118,364 | $18,380,709 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 1.34% | 1.27% |
#21
1
Prev: #22
|
2.5 | 1,347 | 5.1% |
P
S
|
27,802 | $16,613,098 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
BEPC
Brookfield Rene...
|
Utilities | 1.27% | 1.19% |
#22
2
Prev: #24
|
1.0 | -13,100 | -3.2% |
P
S
|
392,812 | $15,645,702 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
SBUX
Starbucks
|
Consumer Cyclical | 1.24% | 1.14% |
#23
2
Prev: #25
|
1.0 | -5,680 | -3.2% |
P
S
|
171,816 | $15,392,996 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
BDX
Becton Dickinso...
|
Healthcare | 1.22% | 1.42% |
#24
4
Prev: #20
|
1.0 | -19 | -0.0% |
P
S
|
96,025 | $15,098,011 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
XOM
Exxon Mobil
|
Energy | 1.10% | 0.74% |
#25
11
Prev: #36
|
0.9 | -181 | -0.2% |
P
S
|
80,209 | $13,608,259 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
MTN
Vail Resorts
|
Consumer Cyclical | 0.00% | 0.03% |
Sold All 😨
(Was: #156) |
0.0 | -3,263 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
NDAQ
NASDAQ Inc
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #361) |
0.0 | -479 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
VEU
Vanguard FTSE A...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #365) |
0.0 | -589 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
ARES
Ares Management...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #377) |
0.0 | -230 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
ALDX
Aldeyra Therape...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #463) |
0.0 | -2,800 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
LNG
Cheniere Energy
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #469) |
0.0 | -67 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
TEAM
Atlassian Corp
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #480) |
0.0 | -69 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
PINS
Pinterest Inc
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #485) |
0.0 | -404 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
AZN
Astrazenica ADR
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #518) |
0.0 | -90 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
ALC
Alcon AG
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #519) |
0.0 | -102 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
DKNG
DraftKings
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #537) |
0.0 | -175 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
CABO
Cable One
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #540) |
0.0 | -50 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
QRVO
QORVO INC COM
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #545) |
0.0 | -61 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
DT
DYNATRACE INC C...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #549) |
0.0 | -113 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
OWL
BLUE OWL CAPITA...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #552) |
0.0 | -306 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
LBRDK
Liberty Broadba...
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #558) |
0.0 | -83 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
ALNY
Alnylam Pharmac...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #562) |
0.0 | -9 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
SAIL
SAILPOINT INC C...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #573) |
0.0 | -115 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
APPN
APPIAN CORP CL ...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #579) |
0.0 | -38 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
JD
JD.COM INC SPON...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #580) |
0.0 | -25 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-06 |
Showing 1-25 of 704 holdings