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Washington Trust Bank

Spokane, WA

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$1.4bn in 206 US stocks at the end of 30 June 2026. The top 10 are 43.7% of the money. It changed about 8.2% of the portfolio this quarter.

Value
$1.4bn
Stocks
206
Top 10 share
43.7%
Turnover
8.2%

What changed this quarter

New

Bought for the first time this quarter.

  • First TR Exchange-Traded FDFTSM
    <0.1% of the fund
  • First TR Exchng Traded FD VIUCON
    <0.1% of the fund
  • Vanguard World FDVGT
    <0.1% of the fund
  • Micron TechnologyMU
    <0.1% of the fund
  • Vaneck ETF TrustSMH
    <0.1% of the fund
  • QXOQXO
    <0.1% of the fund
  • Vanguard Intl Equity Index FVWO
    <0.1% of the fund
  • Dimensional ETF TrustDFAT
    <0.1% of the fund
  • Texas InstrumentsTXN
    <0.1% of the fund
  • LoewsL
    <0.1% of the fund
  • Vanguard Index FDSVUG
    <0.1% of the fund

Added

Bought more of a stock they already held.

  • Ishares TRIVV
    3.5% of the fund
    +4%
  • Ishares TREMB
    1.8% of the fund
    +3%
  • Ishares TREFA
    1.7% of the fund
    +77%
  • Advanced Micro DevicesAMD
    1.2% of the fund
    +327%
  • Vanguard Index FDSVO
    0.9% of the fund
    +48%
  • Ishares TREEM
    0.7% of the fund
    +18%
  • Analog DevicesADI
    0.6% of the fund
    +676%
  • Lam ResearchLRCX
    0.5% of the fund
    +1577%
  • ServiceNowNOW
    0.5% of the fund
    +14%
  • Ishares TRISTB
    0.5% of the fund
    +71%
  • J P Morgan Exchange Traded FJMUB
    0.4% of the fund
    +35%
  • Ishares TRSCZ
    0.4% of the fund
    +16%
  • Vanguard BD Index FDSBND
    0.4% of the fund
    +103%
  • Ishares TRIWM
    0.4% of the fund
    +58%
  • State STR Spdr S&P 500 ETF TSPY
    0.2% of the fund
    +7%
  • Vanguard Malvern FDSVTIP
    0.2% of the fund
    +62%
  • Ishares TRSUB
    0.2% of the fund
    +537%
  • Ishares TRHYG
    0.1% of the fund
    +84%
  • Spdr Series TrustHYMB
    0.1% of the fund
    +38%
  • Vanguard BD Index FDSBSV
    <0.1% of the fund
    +317%
  • Ishares TRIWF
    <0.1% of the fund
    +6%
  • Invesco QQQ TRQQQ
    <0.1% of the fund
    +5%
  • Ishares TRIJR
    <0.1% of the fund
    +4%
  • Coca-ColaKO
    <0.1% of the fund
    +6%
  • Taiwan Semiconductor ManufacturingTSM
    <0.1% of the fund
    +26%

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

Showing the largest 100 of 206.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 20.5% since 30 June 2025.

Where the money is

Technology20.0%
Industrials11.0%
Financial services8.2%
Retail & consumer5.8%
Health care5.6%
Everyday goods4.9%
Media & telecom4.4%
Energy1.8%
Utilities1.4%
Materials1.0%
Real estate0.9%
Other35.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.