First Washington CORP
Sector Allocation
- Other24.9%$103.8M
- Technology24.7%$103.1M
- Industrials21.4%$89.5M
- Financials8.2%$34.1M
- Healthcare8.1%$34.0M
- Energy7.2%$30.0M
- Consumer Discretionary4.1%$17.2M
- Consumer Staples1.4%$5.9M
AUM History
13fpro.ai/research/fund/first-washington-corp-1390043
Conviction and streaks
Concentrating · top 10 = 56.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- J$81.6M
PCAR
$34.7MMU
$22.7MDY
$16.7MMRVL
$16.2MVKTX
$14.9METN
$13.9MMTZ
$12.9MGEV
$12.0MLASR
$11.6MGVA
$10.3MLLY
$10.2M- VANECK$10.2M
SPY
$10.0MBABA
$10.0MCRWD
$8.6MALK
$8.5MBAC
$7.9MVCEL
$7.6MANET
$7.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/first-washington-corp-1390043
First Washington CORP 13F holdings — Q2 2026
$417.5M portfolio (+18.1% QoQ) · 51 holdings · Q2 2026 13F · top 10 are 57% of the stock portfolio
- 1
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
$81.6M
19.5% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— $34.7M
8.3% of stocks
No changeThis quarter-20.6%Since filed6+ qtrsHeld$22.7M
5.4% of stocks
-40%This quarter-2.2%Since filed6+ qtrsHeld$16.7M
4.0% of stocks
-1%This quarter-43.8%Since filed6+ qtrsHeld$16.2M
3.9% of stocks
-1%This quarter+9.6%Since filed6+ qtrsHeld$14.9M
3.6% of stocks
-1%This quarter-24.4%Since filed6+ qtrsHeld$13.9M
3.3% of stocks
+85%This quarter-15.3%Since filed6+ qtrsHeld$12.9M
3.1% of stocks
-26%This quarter-38.3%Since filed6+ qtrsHeld$12.0M
2.9% of stocks
-1%This quarter-14.7%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$11.6M
2.8% of stocks
-23%This quarter-24.4%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — First Washington CORP (Q2 2026)
51 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | GRANITE CONSTRUCTION INC | Industrials | $10.3M | 2.5% | 65K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ELI LILLY & Co | Healthcare | $10.2M | 2.5% | 8,516 | -1.0% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANECK ETF TRUST - GOLD MINERS ETFetf/fund | — | $10.2M | 2.4% | 135K | +32% | — | — | 13F |
| 14 | SPDR S&P 500 ETF TRUSTetf/fund | — | $10.0M | 2.4% | 13K | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alibaba Group Holding Ltdadr | Consumer Discretionary | $10.0M | 2.4% | 104K | +53% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CrowdStrike Holdings, Inc. | Technology | $8.6M | 2.0% | 11K | -23% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ALASKA AIR GROUP, INC. | Industrials | $8.5M | 2.0% | 163K | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BANK OF AMERICA CORP /DE/ | Financials | $7.9M | 1.9% | 138K | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Vericel Corp | Healthcare | $7.6M | 1.8% | 170K | +55% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Arista Networks, Inc. | Technology | $7.3M | 1.7% | 43K | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | AMAZON COM INC | Consumer Discretionary | $6.9M | 1.6% | 29K | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | MICROSOFT CORP | Technology | $6.1M | 1.5% | 16K | +0.6% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Broadcom Inc. | Technology | $6.1M | 1.4% | 16K | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CME GROUP INC. | Financials | $5.9M | 1.4% | 27K | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.9M | 1.4% | 6,273 | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LEN | LENNAR CORP /NEW/ | Industrials | $5.7M | 1.4% | 63K | -1% | |||
| 27 | $ICE | Intercontinental Exchange, Inc. | Financials | $5.5M | 1.3% | 45K | -1% | |||
| 28 | $CBOE | Cboe Global Markets, Inc. | Financials | $5.5M | 1.3% | 23K | -1% | |||
| 29 | $NDAQ | NASDAQ, INC. | Financials | $5.2M | 1.3% | 66K | -1% | |||
| 30 | $NVDA | NVIDIA CORP | Technology | $5.0M | 1.2% | 25K | -1% | |||
| 31 | $UBER | Uber Technologies, Inc | Technology | $4.7M | 1.1% | 65K | -1% | |||
| 32 | $GOOGL | Alphabet Inc. | Technology | $4.3M | 1.0% | 12K | +59% | |||
| 33 | $AAPL | Apple Inc. | Technology | $4.1M | 1.0% | 14K | +168% | |||
| 34 | $IVZ | Invesco Ltd. | Financials | $3.2M | 0.8% | 15K | New | |||
| 35 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $2.8M | 0.7% | 33K | -1% | |||
| 36 | $GNRC | GENERAC HOLDINGS INC. | Technology | $2.3M | 0.6% | 7,956 | -1% | |||
| 37 | $ZS | Zscaler, Inc. | Technology | $1.9M | 0.5% | 14K | -1% | |||
| 38 | — | ISHARES TR - CORE US AGGBD ET | — | $1.9M | 0.5% | 19K | -53% | |||
| 39 | $MRK | Merck & Co., Inc. | Healthcare | $1.3M | 0.3% | 10K | — | |||
| 40 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.1M | 0.3% | 1,847 | -50% | |||
| 41 | $NVT | nVent Electric plc | Industrials | $826K | 0.2% | 4,868 | +100% | |||
| 42 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $745K | 0.2% | 376 | — | |||
| 43 | $QCOM | QUALCOMM INC/DE | Technology | $734K | 0.2% | 3,973 | -25% | |||
| 44 | $TRGP | Targa Resources Corp. | Energy | $407K | 0.1% | 1,519 | — | |||
| 45 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $325K | 0.1% | 650 | — | |||
| 46 | $GOLF | Acushnet Holdings Corp. | Consumer Discretionary | $313K | 0.1% | 2,644 | — | |||
| 47 | $AGO | ASSURED GUARANTY LTD | Financials | $267K | 0.1% | 3,326 | New | |||
| 48 | $EWBC | EAST WEST BANCORP INC | Financials | $234K | 0.1% | 1,816 | New | |||
| 49 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $220K | 0.1% | 159 | New | |||
| 50 | $HUBB | HUBBELL INC | Technology | $215K | 0.1% | 411 | — | |||
| 51 | — | ISHARES TR - RUSSELL 2000 ETF | — | $204K | 0.1% | 680 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 5 new, 9 added to, 30 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (9)
- J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF+12%
now $81.6M
now $13.9M · held 6+ qtrs
now $10.0M · held 6+ qtrs, 2 adds in a row
now $7.6M · held 6+ qtrs
$AAPLApple Inc.+168%
now $4.1M · held 6+ qtrs
- VANECK ETF TRUST - GOLD MINERS ETF+32%
now $10.2M
+3 more in the Excel export
Trimmed (30)
now $22.7M · held 6+ qtrs
now $12.9M · held 6+ qtrs
now $11.6M · held 6+ qtrs, 3 trims in a row
now $8.6M · held 6+ qtrs
- ISHARES TR - CORE US AGGBD ET-53%
now $1.9M
$AMDADVANCED MICRO DEVICES INC-50%
now $1.1M · held 6+ qtrs
+24 more in the Excel export
Holdings by quarter
Every 13F First Washington CORP has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow First Washington?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of First Washington's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-18.0%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 31% over the last 4
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
First Washington CORP disclosed 51 positions worth $417.5M in its Form 13F-HR for Q2 2026, followed by $PCAR and $MU. During the quarter the fund opened 5 new positions and exited 4 — including a new stake in $IVZ and a full exit from $BRZE. The portfolio is most concentrated in Other (24.9% of disclosed assets). All figures are sourced directly from First Washington CORP’s Form 13F-HR filing with the SEC under CIK 1390043.
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AI-Powered Hedge Fund Analysis: First Washington CORP
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Every holding in First Washington CORP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.