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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VRSK VERISK ANALYTICS INC COM Industrials 7.0 $1K +2.0 +40.0% $179.57 +4.4%
162 SJM SMUCKER J M CO COM NEW Consumer Defensive 11.0 $1K +2.0 +22.2% $112.55 +10.5%
163 PNR PENTAIR PLC SHS Industrials 16.0 $1K +1.0 +6.7% $76.69 -16.0%
164 EXPAND ENERGY CORPORATION COM 13.0 $1K +4.0 +44.4% $91.15
165 TYL TYLER TECHNOLOGIES INC COM Technology 4.0 $1K +1.0 +33.3% $292.50 +19.9%
166 SOMNIGROUP INTERNATIONAL INC COM 14.0 $1K +9.0 +180.0% $78.29
167 VIKING HOLDINGS LTD ORD SHS 10.0 $1K +1.0 +11.1% $105.20
168 COIN COINBASE GLOBAL INC COM CL A Financial Services 7.0 $1K +2.0 +40.0% $146.14 +27.6%
169 DRS LEONARDO DRS INC COM Industrials 16.0 $704.0 +5.0 +45.5% $44.00 -7.5%
170 SE SEA LTD SPONSORD ADS Consumer Cyclical 7.0 $630.0 +1.0 +16.7% $90.00 +30.6%
171 GPGI GPGI INC COM CL A Industrials 39.0 $619.0 +6.0 +18.2% $15.87 -19.4%
Page 9 of 9  ·  171 positions

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%