First Washington CORP
13F Reported Value
ⓘ$353.5M
Holdings
50
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
First Washington CORP disclosed 50 positions worth $353.5M in its Form 13F-HR for Q1 2026, followed by $PCAR and $MTZ. During the quarter the fund opened 1 new position and exited 8 — including a new stake in $HUBB and a full exit from $MDT. The portfolio is most concentrated in Other (27.1% of disclosed assets). All figures are sourced directly from First Washington CORP’s Form 13F-HR filing with the SEC under CIK 1390043.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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J P MORGAN EXCHANGE TRADED F
—Quality
$72.7M1,545,169 sh- 56.5#1,093
Quality
$33.3M288,639 sh - 59.7#906
Quality
$13.4M41,721 sh - —
Quality
$12.5M385,366 sh - 41.3
Quality
$12.4M217,051 sh - 62.1
Quality
$11.3M33,371 sh - 88.4
Quality
$11.1M32,803 sh VANECK ETF TRUST
—Quality
$9.4M102,306 sh- 70.1
Quality
$9.0M10,352 sh - —
Quality
$8.8M13,576 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | — | $72.7M | 1,545,169 |
 PACCAR INC$PCAR | 56.5#1,093 | $33.3M | 288,639 |
 MASTEC INC$MTZ | 59.7#906 | $13.4M | 41,721 |
 Viking Therapeutics, Inc.$VKTX | — | $12.5M | 385,366 |
 NLIGHT, INC.$LASR | 41.3 | $12.4M | 217,051 |
 DYCOM INDUSTRIES INC$DY | 62.1 | $11.3M | 33,371 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $11.1M | 32,803 |
| VANECK ETF TRUST | — | $9.4M | 102,306 |
 GE Vernova Inc.$GEV | 70.1 | $9.0M | 10,352 |
 SPDR S&P 500 ETF TRUST$SPY | — | $8.8M | 13,576 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of First Washington CORP's 50 positions.
Showing top 10 of 50 holdings.
Sector Allocation
Other
$95.9M
Technology
$83.0M
Industrials
$71.1M
Financials
$37.5M
Healthcare
$25.2M
Energy
$25.1M
Consumer Discretionary
$12.6M
Materials
$2.9M
Full Holdings — First Washington CORP (Q1 2026)
All 50 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | J P MORGAN EXCHANGE TRADED F | $72.7M | 20.6% | +89% | — |
| 2 | $PCAR | PACCAR INC | $33.3M | 9.4% | -26% | 56.5 |
| 3 | $MTZ | MASTEC INC | $13.4M | 3.8% | -0% | 59.7 |
| 4 | $VKTX | Viking Therapeutics, Inc. | $12.5M | 3.5% | -1% | — |
| 5 | $LASR | NLIGHT, INC. | $12.4M | 3.5% | -44% | 41.3 |
| 6 | $DY | DYCOM INDUSTRIES INC | $11.3M | 3.2% | -0% | 62.1 |
| 7 | $MU | MICRON TECHNOLOGY INC | $11.1M | 3.1% | -0% | 88.4 |
| 8 | — | VANECK ETF TRUST | $9.4M | 2.7% | -0% | — |
| 9 | $GEV | GE Vernova Inc. | $9.0M | 2.6% | -24% | 70.1 |
| 10 | $SPY | SPDR S&P 500 ETF TRUST | $8.8M | 2.5% | +0% | — |
| 11 |  $BABA | Alibaba Group Holding Ltd | $8.5M | 2.4% | +48% | — |
| 12 |  $CME | CME GROUP INC. | $8.0M | 2.3% | +48% | 74.5 |
| 13 |  $GVA | GRANITE CONSTRUCTION INC | $8.0M | 2.3% | -0% | 56.9 |
| 14 |  $LLY | ELI LILLY & Co | $7.9M | 2.2% | -0% | 89.3 |
| 15 |  $ICE | Intercontinental Exchange, Inc. | $7.1M | 2.0% | +53% | 73.8 |
| 16 |  $BAC | BANK OF AMERICA CORP /DE/ | $6.8M | 1.9% | -0% | 68.4 |
| 17 |  $CBOE | Cboe Global Markets, Inc. | $6.5M | 1.8% | +33% | 81.2 |
| 18 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.3M | 1.8% | -0% | 67 |
| 19 |  $ETN | Eaton Corp plc | $6.3M | 1.8% | -0% | — |
| 20 |  $AMZN | AMAZON COM INC | $6.1M | 1.7% | -0% | 74.6 |
| 21 |  $MSFT | MICROSOFT CORP | $6.1M | 1.7% | -20% | 83.7 |
| 22 |  $ALK | ALASKA AIR GROUP, INC. | $6.0M | 1.7% | -0% | 56.3 |
| 23 |  $NDAQ | NASDAQ, INC. | $5.7M | 1.6% | +65% | 78.5 |
| 24 |  $CRWD | CrowdStrike Holdings, Inc. | $5.7M | 1.6% | -0% | 55 |
| 25 |  $LEN | LENNAR CORP /NEW/ | $5.5M | 1.6% | -1% | 49.2 |
| 26 |  $MRVL | Marvell Technology, Inc. | $5.5M | 1.6% | -1% | 77.3 |
| 27 |  $ANET | Arista Networks, Inc. | $5.3M | 1.5% | -0% | 86 |
| 28 |  $BRZE | Braze, Inc. | $5.2M | 1.5% | -1% | 44.8 |
| 29 |  $AVGO | Broadcom Inc. | $5.0M | 1.4% | -0% | 86.4 |
| 30 |  $UBER | Uber Technologies, Inc | $4.7M | 1.3% | -0% | 79.3 |
| 31 |  $NVDA | NVIDIA CORP | $4.4M | 1.2% | -1% | 90.2 |
| 32 | — | ISHARES TR | $4.1M | 1.1% | -86% | — |
| 33 |  $VCEL | Vericel Corp | $3.5M | 1.0% | -0% | 46 |
| 34 |  $ALL | ALLSTATE CORP | $3.2M | 0.9% | -0% | 76.6 |
| 35 |  $CLF | CLEVELAND-CLIFFS INC. | $2.9M | 0.8% | -1% | 35.7 |
| 36 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $2.6M | 0.7% | -0% | — |
| 37 |  $GOOG | Alphabet Inc. | $2.2M | 0.6% | -0% | 80.2 |
| 38 |  $ZS | Zscaler, Inc. | $1.9M | 0.5% | -0% | 57.9 |
| 39 |  $GNRC | GENERAC HOLDINGS INC. | $1.6M | 0.4% | -0% | 58.2 |
| 40 |  $AAPL | Apple Inc. | $1.3M | 0.4% | -0% | 76.1 |
| 41 |  $MRK | Merck & Co., Inc. | $1.2M | 0.3% | +0% | 70.9 |
| 42 | — | ISHARES TR | $873,547 | 0.3% | -47% | — |
| 43 |  $AMD | ADVANCED MICRO DEVICES INC | $756,556 | 0.2% | +0% | 78.8 |
| 44 |  $QCOM | QUALCOMM INC/DE | $682,276 | 0.2% | +0% | 81.9 |
| 45 |  $FIX | COMFORT SYSTEMS USA INC | $518,500 | 0.1% | +0% | 79.5 |
| 46 |  $TRGP | Targa Resources Corp. | $380,859 | 0.1% | +0% | 70 |
| 47 |  $BRK.B | BERKSHIRE HATHAWAY INC | $311,480 | 0.1% | +0% | 64.5 |
| 48 |  $NVT | nVent Electric plc | $287,894 | 0.1% | +0% | — |
| 49 |  $GOLF | Acushnet Holdings Corp. | $247,161 | 0.1% | +0% | 57.1 |
| 50 |  $HUBB | HUBBELL INC | $201,694 | 0.1% | NEW | 68.7 |
New Positions (1)
$HUBB HUBBELL INC$201,694
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