First Washington CORP
13F Reported Value
ⓘ$417.5M
Holdings
51
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 Technology (27.6% 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 — Q2 2026
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J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
—Quality
$81.6M1,737,492 sh- 56.5#1,153
Quality
$34.7M288,639 sh - 86.2#4
Quality
$22.7M19,657 sh - 56.3
Quality
$16.7M32,989 sh - 76.5
Quality
$16.2M54,548 sh - —
Quality
$14.9M381,300 sh - —
Quality
$13.9M32,510 sh - 58.8
Quality
$12.9M31,052 sh - 81.1
Quality
$12.0M10,243 sh - 54.1
Quality
$11.6M166,098 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $81.6M | 1,737,492 |
 PACCAR INC$PCAR | 56.5#1,153 | $34.7M | 288,639 |
 MICRON TECHNOLOGY INC$MU | 86.2#4 | $22.7M | 19,657 |
 DYCOM INDUSTRIES INC$DY | 56.3 | $16.7M | 32,989 |
 Marvell Technology, Inc.$MRVL | 76.5 | $16.2M | 54,548 |
 Viking Therapeutics, Inc.$VKTX | — | $14.9M | 381,300 |
 Eaton Corp plc$ETN | — | $13.9M | 32,510 |
 MASTEC INC$MTZ | 58.8 | $12.9M | 31,052 |
 GE Vernova Inc.$GEV | 81.1 | $12.0M | 10,243 |
 NLIGHT, INC.$LASR | 54.1 | $11.6M | 166,098 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of First Washington CORP's 51 positions.
Showing top 10 of 51 holdings.
Sector Allocation
Technology
$115.2M
Other
$103.8M
Industrials
$87.4M
Financials
$34.1M
Healthcare
$34.0M
Energy
$30.0M
Consumer Discretionary
$13.1M
Full Holdings — First Washington CORP (Q2 2026)
All 51 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 - CORE PLUS BD ETF | $81.6M | 19.5% | +12% | — |
| 2 | $PCAR | PACCAR INC | $34.7M | 8.3% | +0% | 56.5 |
| 3 | $MU | MICRON TECHNOLOGY INC | $22.7M | 5.4% | -40% | 86.2 |
| 4 | $DY | DYCOM INDUSTRIES INC | $16.7M | 4.0% | -1% | 56.3 |
| 5 | $MRVL | Marvell Technology, Inc. | $16.2M | 3.9% | -1% | 76.5 |
| 6 | $VKTX | Viking Therapeutics, Inc. | $14.9M | 3.6% | -1% | — |
| 7 | $ETN | Eaton Corp plc | $13.9M | 3.3% | +85% | — |
| 8 | $MTZ | MASTEC INC | $12.9M | 3.1% | -26% | 58.8 |
| 9 | $GEV | GE Vernova Inc. | $12.0M | 2.9% | -1% | 81.1 |
| 10 | $LASR | NLIGHT, INC. | $11.6M | 2.8% | -23% | 54.1 |
| 11 |  $GVA | GRANITE CONSTRUCTION INC | $10.3M | 2.5% | -2% | 54.4 |
| 12 |  $LLY | ELI LILLY & Co | $10.2M | 2.5% | -1% | 87.5 |
| 13 | — | VANECK ETF TRUST - GOLD MINERS ETF | $10.2M | 2.4% | +32% | — |
| 14 |  $SPY | SPDR S&P 500 ETF TRUST | $10.0M | 2.4% | -1% | — |
| 15 |  $BABA | Alibaba Group Holding Ltd | $10.0M | 2.4% | +53% | — |
| 16 |  $CRWD | CrowdStrike Holdings, Inc. | $8.6M | 2.0% | -23% | 67.7 |
| 17 |  $ALK | ALASKA AIR GROUP, INC. | $8.5M | 2.0% | -1% | 61.3 |
| 18 |  $BAC | BANK OF AMERICA CORP /DE/ | $7.9M | 1.9% | -1% | 67.6 |
| 19 |  $VCEL | Vericel Corp | $7.6M | 1.8% | +55% | 62.8 |
| 20 |  $ANET | Arista Networks, Inc. | $7.3M | 1.7% | -1% | 81.9 |
| 21 |  $AMZN | AMAZON COM INC | $6.9M | 1.6% | -1% | 68.7 |
| 22 |  $MSFT | MICROSOFT CORP | $6.1M | 1.5% | +1% | 79.8 |
| 23 |  $AVGO | Broadcom Inc. | $6.1M | 1.4% | -1% | 84.5 |
| 24 |  $CME | CME GROUP INC. | $5.9M | 1.4% | -1% | 69.5 |
| 25 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.9M | 1.4% | -1% | 66.2 |
| 26 |  $LEN | LENNAR CORP /NEW/ | $5.7M | 1.4% | -1% | 47.2 |
| 27 |  $ICE | Intercontinental Exchange, Inc. | $5.5M | 1.3% | -1% | 73.7 |
| 28 |  $CBOE | Cboe Global Markets, Inc. | $5.5M | 1.3% | -1% | 79.2 |
| 29 |  $NDAQ | NASDAQ, INC. | $5.2M | 1.3% | -1% | 76.7 |
| 30 |  $NVDA | NVIDIA CORP | $5.0M | 1.2% | -1% | 85.9 |
| 31 |  $UBER | Uber Technologies, Inc | $4.7M | 1.1% | -1% | 73.5 |
| 32 |  $GOOG | Alphabet Inc. | $4.3M | 1.0% | +59% | 78.2 |
| 33 |  $AAPL | Apple Inc. | $4.1M | 1.0% | +168% | 76.4 |
| 34 |  $IVZ | Invesco Ltd. | $3.2M | 0.8% | NEW | — |
| 35 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $2.8M | 0.7% | -1% | 69.7 |
| 36 |  $GNRC | GENERAC HOLDINGS INC. | $2.3M | 0.6% | -1% | 54.4 |
| 37 |  $ZS | Zscaler, Inc. | $1.9M | 0.5% | -1% | 63.7 |
| 38 | — | ISHARES TR - CORE US AGGBD ET | $1.9M | 0.5% | -53% | — |
| 39 |  $MRK | Merck & Co., Inc. | $1.3M | 0.3% | +0% | 59.9 |
| 40 |  $AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.3% | -50% | 79.8 |
| 41 |  $NVT | nVent Electric plc | $825,661 | 0.2% | +100% | — |
| 42 |  $FIX | COMFORT SYSTEMS USA INC | $745,213 | 0.2% | +0% | 77.7 |
| 43 |  $QCOM | QUALCOMM INC/DE | $734,171 | 0.2% | -25% | 70.5 |
| 44 |  $TRGP | Targa Resources Corp. | $407,305 | 0.1% | +0% | 63.3 |
| 45 |  $BRK.B | BERKSHIRE HATHAWAY INC | $325,254 | 0.1% | +0% | 73.8 |
| 46 |  $GOLF | Acushnet Holdings Corp. | $313,393 | 0.1% | +0% | 47.5 |
| 47 |  $AGO | ASSURED GUARANTY LTD | $266,612 | 0.1% | NEW | — |
| 48 |  $EWBC | EAST WEST BANCORP INC | $234,427 | 0.1% | NEW | 65.6 |
| 49 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $219,795 | 0.1% | NEW | 73.3 |
| 50 |  $HUBB | HUBBELL INC | $215,035 | 0.1% | +0% | 64.1 |
| 51 | — | ISHARES TR - RUSSELL 2000 ETF | $204,306 | 0.1% | NEW | — |
New Positions (5)
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