Portfolio (Quarterly) Guide ↗

Washington Trust Advisors, Inc.

· CIK 0001900099

13F Portfolio $1.3B AUM 917 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 95 New 171 Added 203 Reduced 55 Exited

Page 4 of 9 · 171 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
61	MS	Morgan Stanley	Financial Services	1,198.0	$250K	0.02%	+7.0	+0.6%	$209.04	+2.5%
62	VTES	Vanguard Short-Term Tax-Exempt Bond ETF	—	2,347.0	$238K	0.02%	+129.0	+5.8%	$101.32	-0.5%
63	DFSB	Dimensional Global Sustainability Fixed Income ETF	—	4,514.0	$235K	0.02%	+939.0	+26.3%	$52.12	-2.7%
64	NSC	Norfolk Southern	Industrials	619.0	$195K	0.01%	+119.0	+23.8%	$314.59	+11.5%
65	DFGR	Dimensional Global Real Estate ETF	—	6,611.0	$192K	0.01%	+291.0	+4.6%	$28.97	+1.7%
66	DFSI	Dimensional International Sustainability Core 1 ETF	—	4,241.0	$191K	0.01%	+50.0	+1.2%	$45.10	+5.0%
67	SCHG	Schwab U.S. Large-Cap Growth ETF	—	5,524.0	$187K	0.01%	+526.0	+10.5%	$33.84	+4.4%
68	OTIS	Otis Worldwide	Industrials	2,567.0	$184K	0.01%	+190.0	+8.0%	$71.60	-0.2%
69	SYK	Stryker	Healthcare	562.0	$177K	0.01%	+10.0	+1.8%	$314.84	+4.6%
70	PH	Parker-Hannifin Corp	Industrials	178.0	$175K	0.01%	+121.0	+212.3%	$980.39	+2.2%
71	DHR	Danaher	Healthcare	830.0	$158K	0.01%	+680.0	+453.3%	$190.48	+14.9%
72	IWP	iShares Russell Mid-Cap Growth ETF	—	1,044.0	$153K	0.01%	+49.0	+4.9%	$146.36	-1.8%
73	MNST	Monster Beverage Corp	Consumer Defensive	1,562.0	$150K	0.01%	+23.0	+1.5%	$96.12	-50.3%
74	CSX	CSX	Industrials	3,142.0	$149K	0.01%	+211.0	+7.2%	$47.53	+8.5%
75	APH	Amphenol Corp	Technology	801.0	$141K	0.01%	+738.0	+1171.4%	$176.32	-11.0%
76	TRV	Travelers	Financial Services	407.0	$134K	0.01%	+9.0	+2.3%	$330.04	+10.2%
77	UDR	United Dominion Realty Trust	Real Estate	3,274.0	$131K	0.01%	+32.0	+1.0%	$39.92	-5.4%
78	AWK	American Water Works	Utilities	961.0	$126K	0.01%	+16.0	+1.7%	$131.58	+2.9%
79	ADI	Analog Devices	Technology	317.0	$126K	0.01%	+25.0	+8.6%	$397.35	-6.1%
80	DUSB	Dimensional Ultrashort Fixed Income ETF	—	2,416.0	$123K	0.01%	+22.0	+0.9%	$50.78	-0.1%

Page 4 of 9 · 171 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 27.9%

Industrials 18.7%

Healthcare 12.6%

Communication Services 11.6%

Consumer Cyclical 10.7%

Financial Services 8.7%

Consumer Defensive 3.3%

Basic Materials 2.1%

Utilities 1.8%

Real Estate 1.6%