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Livermore
Livermore
ZHEN

Washington Trust Co

SEC CIK
0001079736
Latest filing
Aug 3, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 8, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
257
−507 vs. Q1 2025
Portfolio value
$2.83B
+$219.7M (+8.4%) vs. Q1 2025
Filed
Aug 8, 2025
SEC
Holdings of Washington Trust Co in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46436E825IBONDS 29 TRM TS9,362$205.2K<0.1%−1,200−11.4%Reduced–
J P Morgan Exchange Traded F46641Q159INCOME ETF4,456$206.4K<0.1%00.0%Unchanged–
Schwab U.S. Large-Cap Growth ETF808524300ETF7,180$209.7K<0.1%00.0%Unchanged–
AMDAdvanced Micro Devices IncStock1,499$212.7K<0.1%00.0%UnchangedHistory
RCLRoyal Caribbean Cruises LtdCOM680$212.9K<0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,027$213.3K<0.1%−7−0.7%ReducedHistory
PSXPhillips 66Stock1,855$221.3K<0.1%−81−4.2%ReducedHistory
AEPAmerican Electric Power Co IncStock2,240$232.4K<0.1%+257+13.0%AddedHistory
TRVTravelers Companies, Inc.Stock870$232.8K<0.1%−29−3.2%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock1,675$233.0K<0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock2,356$233.3K<0.1%−502−17.6%ReducedHistory
MSIMotorola Solutions, Inc.Stock566$238.0K<0.1%+350+162.0%AddedHistory
State Street SPDR NYSE Technology ETF78464A102ETF1,005$238.5K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN1007,907$252.9K<0.1%+6,907+690.7%Added–
HOLXHologic IncCOM3,984$259.6K<0.1%+8+0.2%AddedHistory
TDToronto Dominion BankStock3,605$264.8K<0.1%+600+20.0%AddedHistory
iShares Tr46436E841IBONDS 27 TRM TS12,294$276.5K<0.1%00.0%Unchanged–
SLFSun Life Financial IncCOM4,318$286.9K<0.1%−47−1.1%ReducedHistory
AMATApplied Materials IncStock1,573$288.0K<0.1%+17+1.1%AddedHistory
GISGeneral Mills IncStock5,642$292.3K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock2,927$295.4K<0.1%−77−2.6%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF6,249$301.5K<0.1%00.0%Unchanged–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,724$301.5K<0.1%−856−18.7%Reduced–
LINLinde PLCStock647$303.6K<0.1%+450+228.4%AddedHistory
ENBEnbridge IncStock6,705$303.9K<0.1%+354+5.6%AddedHistory
BLDRBuilders FirstSource, Inc.Stock2,702$315.3K<0.1%00.0%UnchangedHistory
Flexshares Tr33939L407MORNSTAR UPSTR7,885$316.3K<0.1%00.0%Unchanged–
TTTrane Technologies plcSHS725$317.1K<0.1%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM4,643$318.5K<0.1%−228−4.7%ReducedHistory
ALLAllstate CorpStock1,617$325.5K<0.1%00.0%UnchangedHistory
Invesco Nasdaq 100 ETF46138G649ETF1,496$339.7K<0.1%+472+46.1%Added–
LHXL3HARRIS Technologies, Inc.Stock1,358$340.6K<0.1%00.0%UnchangedHistory
AERAerCap Holdings N.V.SHS3,000$351.0K<0.1%00.0%UnchangedHistory
MPCMarathon Petroleum CorpStock2,135$354.6K<0.1%00.0%UnchangedHistory
iShares Russell 1000 Value ETF464287598ETF1,852$359.7K<0.1%−20−1.1%Reduced–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX4,125$359.8K<0.1%00.0%Unchanged–
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,850$361.4K<0.1%00.0%Unchanged–
AKAMAkamai Technologies IncCOM4,628$369.1K<0.1%−2,858−38.2%ReducedHistory
ESEversource EnergyStock5,985$380.8K<0.1%+3,575+148.3%AddedHistory
LLoews CorpCOM4,200$385.0K<0.1%00.0%UnchangedHistory
EFXEquifax IncCOM1,500$389.1K<0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock1,585$391.9K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock1,285$400.8K<0.1%+28+2.2%AddedHistory
RSGRepublic Services, Inc.COM1,630$402.0K<0.1%−1−0.1%ReducedHistory
TGTTarget CorpStock4,095$403.9K<0.1%−379−8.5%ReducedHistory
FTNTFortinet, Inc.Stock3,825$404.4K<0.1%00.0%UnchangedHistory
SHELShell plcADR5,834$410.8K<0.1%+1,474+33.8%AddedHistory
MOAltria Group, Inc.Stock7,030$412.1K<0.1%+5+0.1%AddedHistory
OMCOmnicom Group Inc.COM5,743$413.2K<0.1%−10.0%ReducedHistory
BRKLBrookline Bancorp IncCOM39,490$416.6K<0.1%+6,094+18.2%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,847$418.3K<0.1%+303+19.6%AddedHistory
BABoeing CoStock2,002$419.5K<0.1%−2,559−56.1%ReducedHistory
AXONAxon Enterprise, Inc.COM510$422.2K<0.1%−50−8.9%ReducedHistory
CMICummins IncStock1,290$422.5K<0.1%00.0%UnchangedHistory
Nushares ETF Tr67092P300NUVEEN ESG LRGVL10,260$430.0K<0.1%00.0%Unchanged–
TXTTextron IncCOM5,372$431.3K<0.1%00.0%UnchangedHistory
Dimensional U.S. Small Cap ETF25434V500ETF6,825$434.8K<0.1%+415+6.5%Added–
APDAir Products & Chemicals, Inc.Stock1,558$439.5K<0.1%−25−1.6%ReducedHistory
CICigna GroupStock1,346$444.9K<0.1%+1+0.1%AddedHistory
GLDMWorld Gold TrustSPDR GLD MINIS6,823$447.0K<0.1%+1,269+22.8%AddedHistory
LOWLowes Companies IncStock2,038$452.2K<0.1%+140+7.4%AddedHistory
INTCIntel CorpStock20,225$453.0K<0.1%−2,206−9.8%ReducedHistory
IAUiShares Gold TrustETF7,510$468.3K<0.1%00.0%UnchangedHistory
HIGHartford Insurance Group, Inc.Stock3,750$475.8K<0.1%00.0%UnchangedHistory
ECLEcolab Inc.Stock1,775$478.3K<0.1%+625+54.3%AddedHistory
CARRCarrier Global CorpStock6,548$479.2K<0.1%−53−0.8%ReducedHistory
COPConocoPhillipsStock5,405$485.0K<0.1%+62+1.2%AddedHistory
MARMarriott International IncStock1,788$488.5K<0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF887$489.3K<0.1%+31+3.6%Added–
GDGeneral Dynamics CorpStock1,702$496.4K<0.1%−137−7.4%ReducedHistory
KMBKimberly Clark CorpStock4,017$517.9K<0.1%00.0%UnchangedHistory
NKENIKE, Inc.Stock7,381$524.3K<0.1%−811−9.9%ReducedHistory
CVSCVS Health CorpStock7,686$530.2K<0.1%−646−7.8%ReducedHistory
TRMBTrimble Inc.COM6,989$531.0K<0.1%00.0%UnchangedHistory
ANSSAnsys IncCOM1,539$540.5K<0.1%+351+29.5%AddedHistory
NOCNorthrop Grumman CorpStock1,101$550.6K<0.1%−2−0.2%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF3,747$552.8K<0.1%+120+3.3%Added–
NVSNovartis AGADR4,581$554.3K<0.1%+116+2.6%AddedHistory
ETNEaton Corp plcStock1,586$566.3K<0.1%+7+0.4%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF4,317$570.4K<0.1%−155−3.5%Reduced–
IRMIron Mountain IncCOM5,586$572.9K<0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock853$603.7K<0.1%+176+26.0%AddedHistory
AFLAflac IncStock5,840$615.9K<0.1%+1,305+28.8%AddedHistory
CLColgate Palmolive CoStock6,786$616.8K<0.1%−206−2.9%ReducedHistory
EMREmerson Electric CoStock4,753$633.7K<0.1%−268−5.3%ReducedHistory
Dimensional U.S. Targeted Value ETF25434V609ETF11,993$647.1K<0.1%00.0%Unchanged–
BMYBristol Myers Squibb CoStock14,208$657.7K<0.1%−224−1.6%ReducedHistory
iShares Tr46429B7470-5 YR TIPS ETF6,423$661.0K<0.1%−1,191−15.6%Reduced–
MMM3M CoStock4,430$674.4K<0.1%+52+1.2%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF1,543$676.5K<0.1%+60+4.0%Added–
iShares Tr46434V290US SML CAP EQT9,999$679.4K<0.1%00.0%Unchanged–
MCHPMicrochip Technology IncStock9,795$689.3K<0.1%−411−4.0%ReducedHistory
SOSouthern CoStock7,560$694.2K<0.1%+4,000+112.4%AddedHistory
COFCapital One Financial CorpStock3,355$713.8K<0.1%+1,845+122.2%AddedHistory
iShares Tr464288885EAFE GRWTH ETF6,386$715.2K<0.1%00.0%Unchanged–
GEVGE Vernova Inc.Stock1,363$721.2K<0.1%−94−6.5%ReducedHistory
YUMYum Brands IncStock4,964$735.6K<0.1%−75−1.5%ReducedHistory
NVRNVR IncCOM100$738.6K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF2,950$747.0K<0.1%00.0%Unchanged–
EXRExtra Space Storage Inc.COM5,225$770.4K<0.1%00.0%UnchangedHistory

Sold out since Q1 2025 (508)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 508 by value last quarter.

Positions of Washington Trust Co sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
ELEstee Lauder Companies IncCL A11,900$785.4K<0.1%History
SPGSimon Property Group Inc.REIT2,899$481.5K<0.1%History
DFSDiscover Financial ServicesCOM1,818$310.3K<0.1%History
iShares Tr464288158SHRT NAT MUN ETF2,163$228.4K<0.1%–
ELVElevance Health, Inc.Stock483$210.1K<0.1%History
MKCMcCormick & Co IncStock2,500$205.8K<0.1%History
AAgilent Technologies, Inc.COM1,711$200.2K<0.1%History
ULUnilever PLCSPON ADR NEW3,350$199.5K<0.1%History
LEN.BLennar CorpCL B1,700$185.4K<0.1%History
iShares Tr464287630RUS 2000 VAL ETF1,220$184.2K<0.1%–
WELLWelltower Inc.REIT1,200$183.9K<0.1%History
iShares Tr46436E593IBOND DEC 20309,125$179.4K<0.1%–
DOVDOVER CorpCOM1,007$177.0K<0.1%History
Schwab Emerging Markets Equity ETF808524706ETF6,400$176.4K<0.1%–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF3,904$172.8K<0.1%–
iShares Tr464288687PFD AND INCM SEC5,611$172.4K<0.1%–
iShares Tr46436E866IBONDS 25 TRM TS7,300$170.6K<0.1%–
PPGPPG Industries IncStock1,545$168.9K<0.1%History
SPDR Index Shs FDS78463X848ST STR ACWI ETF5,700$168.6K<0.1%–
DOWDow Inc.Stock4,800$167.6K<0.1%History
iShares Tr464288646ISHS 1-5YR INVS3,164$165.7K<0.1%–
DDominion Energy, IncStock2,862$160.5K<0.1%History
XELXcel Energy IncStock2,265$160.4K<0.1%History
YUMCYum China Holdings, Inc.COM3,055$159.0K<0.1%History
iShares Tr46436E858IBONDS 26 TRM TS6,900$158.3K<0.1%–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF3,759$153.2K<0.1%–
iShares Tr46436E296IBONDS DEC 20326,670$152.7K<0.1%–
iShares Tr46436E460IBONDS DEC 20317,500$152.5K<0.1%–
PSAPublic StorageCOM500$149.6K<0.1%History
AMEAmetek IncCOM866$149.1K<0.1%History
CLXClorox CoStock998$147.0K<0.1%History
QCOMQualcomm IncStock943$144.9K<0.1%History
SPDR Series Trust78464A763ST STR SP DIV1,051$142.6K<0.1%–
iShares Tr464287721U.S. TECH ETF997$140.0K<0.1%–
STAGSTAG Industrial, Inc.COM3,800$137.3K<0.1%History
AMTMAmentum Holdings, Inc.COM7,541$137.2K<0.1%History
BEPCBrookfield Renewable CorpCL A EX SUB VTG4,880$136.3K<0.1%History
PLDPrologis, Inc.REIT1,215$135.8K<0.1%History
SLBSLB LimitedStock3,161$132.1K<0.1%History
Schwab Strategic Tr808524862SHT TM US TRES5,400$131.4K<0.1%–
MRNAModerna, Inc.Stock4,628$131.2K<0.1%History
GEHCGE HealthCare Technologies Inc.Stock1,594$128.7K<0.1%History
TSLATesla, Inc.Stock492$127.5K<0.1%History
CPNGCoupang, Inc.CL A5,600$122.8K<0.1%History
LNTAlliant Energy CorpStock1,900$122.3K<0.1%History
FASTFastenal CoStock1,576$122.3K<0.1%History
AONAon plcCL A300$119.7K<0.1%History
CHDChurch & Dwight Co IncCOM1,085$119.4K<0.1%History
ABAlliancebernstein Holding L.P.UNIT LTD PARTN3,116$119.4K<0.1%History
ETEnergy Transfer LPCOM UT LTD PTN6,400$119.0K<0.1%History
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX1,200$118.4K<0.1%–
NJRNew Jersey Resources CorpStock2,376$116.6K<0.1%History
RIORio Tinto PLCADR1,940$116.6K<0.1%History
HPQHP IncStock4,165$115.3K<0.1%History
CEGConstellation Energy CorpStock569$114.7K<0.1%History
iShares Tr464288877EAFE VALUE ETF1,932$113.9K<0.1%–
iShares Tr46436E833IBONDS 28 TRM TS5,100$113.5K<0.1%–
CMGChipotle Mexican Grill IncCOM2,241$112.5K<0.1%History
NSCNorfolk Southern CorpStock473$112.0K<0.1%History
iShares Russell Mid-Cap Growth ETF464287481ETF952$111.8K<0.1%–
SHWSherwin Williams CoCOM316$110.2K<0.1%History
SPDR Series Trust78468R101ST SHO TREAS ETF3,732$109.1K<0.1%–
LRCXLam Research CorpStock1,500$109.0K<0.1%History
State Street Utilities Select Sector SPDR ETF81369Y886ETF1,379$108.7K<0.1%–
INTUIntuit Inc.Stock175$107.6K<0.1%History
CUBECubeSmartREIT2,500$106.8K<0.1%History
Invesco Exchange Traded FD T46137V407INVESCO MSCI2,694$104.6K<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF514$103.9K<0.1%–
APOApollo Global Management, Inc.COM757$103.7K<0.1%History
Janus Detroit STR Tr47103U845HENDRSON AAA CL1,990$100.9K<0.1%–
SPDR Series Trust78468R606ST PORT HIGH ETF4,277$100.2K<0.1%–
PGRProgressive CorpStock353$99.9K<0.1%History
MFCManulife Financial CorpCOM3,162$98.5K<0.1%History
PRUPrudential Financial IncStock877$97.9K<0.1%History
USBUS Bancorp DECOM NEW2,286$96.5K<0.1%History
BMOBank of MontrealCOM1,000$95.5K<0.1%History
OSKOshkosh CorpCOM1,000$94.1K<0.1%History
NFGNational Fuel Gas CoStock1,167$92.4K<0.1%History
MRVLMarvell Technology, Inc.COM1,480$91.1K<0.1%History
CRHCRH Public Ltd CoORD1,030$90.6K<0.1%History
NFLXNetflix IncStock97$90.5K<0.1%History
Schwab International Equity ETF808524805ETF4,552$90.0K<0.1%–
AIGAmerican International Group, Inc.Stock1,020$88.7K<0.1%History
RYRoyal Bank of CanadaStock780$87.9K<0.1%History
DALDelta Air Lines, Inc.COM NEW2,000$87.2K<0.1%History
PHParker-Hannifin CorpStock143$87.1K<0.1%History
EXEExpand Energy CorpCOM773$86.0K<0.1%History
Invesco Exchange Traded FD T46137V647SEMICONDUCTORS1,814$85.9K<0.1%–
STZConstellation Brands, Inc.Stock467$85.7K<0.1%History
METMetlife IncStock1,049$84.2K<0.1%History
GILDGilead Sciences, Inc.Stock750$84.0K<0.1%History
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR3,490$84.0K<0.1%History
DLRDigital Realty Trust, Inc.COM580$83.1K<0.1%History
RPMRPM International IncCOM705$81.6K<0.1%History
EPDEnterprise Products Partners L.P.Stock2,383$81.4K<0.1%History
SPDR Index Shs FDS78463X541ST STR NAT ETF1,500$79.9K<0.1%–
CRLCharles River Laboratories International, Inc.COM528$79.5K<0.1%History
CCitigroup IncStock1,100$78.1K<0.1%History
ROKRockwell Automation, IncStock300$77.5K<0.1%History
ADCAgree Realty CorpCOM1,000$77.2K<0.1%History