First Washington CORP
CIK 1390043 · View on SEC EDGAR ↗
- Portfolio value
- $410.5M
- Positions
- 51
- As of
- June 30, 2026
#4,298 of 9,443 by 13F value · top 45.5%
Portfolio value QoQ: +16.1% 13F does not disclose cash
- Top 10 holdings weight
- 56.90%
- Top 25 holdings weight
- 85.73%
- Positions above 1%
- 33
- Effective number of positions
- 15.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 6.76% Est. buys $25,838,964 · sells $43,468,890
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 73.9% still held
- New positions
- 5
- Increased
- 7
- Decreased
- 31
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
30.5%
Technology
17.7%
Healthcare
8.3%
Retail
5.5%
Financial Services
4.1%
Financials
2.0%
Communications
1.8%
Consumer products
1.4%
Communication Services
1.1%
Energy
0.1%
Consumer Discretionary
0.1%
Other/Unmapped
27.5%
Full portfolio 51 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| JCPB | $81,557,874 | 19.87% | 1,737,492 | $8,811,317 | Up ×2 | ||
| PCAR PACCAR Inc. - Common Stock | $34,671,317 | 8.45% | 288,639 | $1,333,512 | |||
| MU Micron Technology, Inc. - Common Stock | $22,689,879 | 5.53% | 19,657 | $11,607,713 | Down ×4 | ||
| DY Dycom Industries, Inc. Common Stock | $16,678,909 | 4.06% | 32,989 | $5,372,147 | Down ×3 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $16,249,304 | 3.96% | 54,548 | $10,788,182 | Down ×4 | ||
| VKTX Viking Therapeutics, Inc. - Common Stock | $14,874,513 | 3.62% | 381,300 | $2,334,703 | Down ×2 | ||
| MTZ MasTec, Inc. Common Stock | $12,919,495 | 3.15% | 31,052 | $-503,820 | Down ×4 | ||
| GEV GE Vernova Inc. Common Stock | $12,034,091 | 2.93% | 10,243 | $2,997,830 | Down ×6 | ||
| LASR nLIGHT, Inc. - Common Stock | $11,563,743 | 2.82% | 166,098 | $-812,505 | Down ×5 | ||
| GVA Granite Construction Incorporated Common Stock | $10,336,851 | 2.52% | 65,390 | $2,360,036 | Down ×3 | ||
| LLY Eli Lilly and Company Common Stock | $10,214,346 | 2.49% | 8,516 | $2,302,484 | Down ×4 | ||
| GDX GDX | $10,176,847 | 2.48% | 134,882 | $788,225 | Up ×1 | ||
| SPY SPY | $9,988,796 | 2.43% | 13,376 | $1,159,780 | Down ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $9,975,777 | 2.43% | 103,936 | $1,442,866 | Up ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $8,566,247 | 2.09% | 11,225 | $2,877,973 | Down ×4 | ||
| ALK Alaska Air Group, Inc. Common Stock | $8,484,275 | 2.07% | 162,534 | $2,444,337 | Down ×4 | ||
| BAC Bank of America Corporation Common Stock | $7,871,388 | 1.92% | 138,143 | $1,061,403 | Down ×4 | ||
| VCEL Vericel Corporation - Common Stock | $7,579,094 | 1.85% | 170,355 | $4,048,147 | Up ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $7,392,330 | 1.80% | 17,348 | $1,123,448 | Down ×4 | ||
| ANET Arista Networks, Inc. Common Stock | $7,252,007 | 1.77% | 42,689 | $1,955,769 | Down ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6,877,777 | 1.68% | 28,857 | $797,751 | Down ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $6,139,909 | 1.50% | 16,460 | $85,038 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $6,060,621 | 1.48% | 16,044 | $1,041,297 | Down ×4 | ||
| CME CME Group Inc. - Class A Common Stock | $5,904,111 | 1.44% | 26,736 | $-2,075,065 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $5,868,203 | 1.43% | 6,273 | $-447,170 | Down ×3 | ||
| LEN Lennar Corporation Class A Common Stock | $5,691,821 | 1.39% | 62,900 | $170,447 | Down ×3 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $5,531,702 | 1.35% | 44,933 | $-1,609,439 | Down ×1 | ||
| CBOE | $5,515,404 | 1.34% | 22,728 | $-939,369 | Down ×1 | ||
| NDAQ Nasdaq, Inc. - Common Stock | $5,232,781 | 1.27% | 66,389 | $-461,131 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,987,643 | 1.21% | 24,927 | $590,670 | Down ×4 | ||
| UBER Uber Technologies, Inc. Common Stock | $4,702,595 | 1.15% | 65,169 | $-41,692 | Down ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,314,885 | 1.05% | 12,074 | $2,136,043 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $4,118,461 | 1.00% | 14,233 | $2,771,090 | Up ×1 | ||
| RSP | $3,190,061 | 0.78% | 14,993 | ||||
| CP Canadian Pacific Kansas City Limited Common Shares | $2,836,574 | 0.69% | 32,736 | $235,524 | Down ×4 | ||
| GNRC Generac Holdlings Inc. Common Stock | $2,329,596 | 0.57% | 7,956 | $756,994 | Down ×3 | ||
| ZS Zscaler, Inc. - Common Stock | $1,914,700 | 0.47% | 13,565 | $-9,518 | Down ×5 | ||
| AGG | $1,914,075 | 0.47% | 19,338 | $-2,149,542 | Down ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1,301,705 | 0.32% | 10,130 | $83,167 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,072,941 | 0.26% | 1,847 | $316,385 | Down ×1 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $745,213 | 0.18% | 376 | $226,713 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $734,171 | 0.18% | 3,973 | $51,895 | Down ×1 | ||
| NVT nVent Electric plc Ordinary Shares | $412,831 | 0.10% | 2,434 | $124,937 | |||
| TRGP Targa Resources, Inc. Common Stock | $407,305 | 0.10% | 1,519 | $26,446 | |||
| BRKB | $325,254 | 0.08% | 650 | $13,774 | |||
| GOLF Acushnet Holdings Corp. Common Stock | $313,393 | 0.08% | 2,644 | $66,232 | |||
| EWBC East West Bancorp, Inc. - Common Stock | $234,427 | 0.06% | 1,816 | ||||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $219,795 | 0.05% | 159 | Up ×1 | |||
| HUBB Hubbell Inc Common Stock | $215,035 | 0.05% | 411 | $13,341 | |||
| IWM | $204,306 | 0.05% | 680 | Up ×1 | |||
| AGO Assured Guaranty Ltd. Common Stock | $133,306 | 0.03% | 1,663 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| MDT | March 31, 2026 | 82,487 | $7,923,701 | 8.2% |
| RSP | Dec. 31, 2025 | 38,227 | $7,251,662 | No longer tracked |
| GEHC | March 31, 2026 | 79,827 | $6,547,411 | 5.3% |
| F | Sept. 30, 2025 | 566,469 | $6,146,189 | 19.7% |
| BRZE | June 30, 2026 | 221,513 | $5,229,922 | 37.5% |
| FISV | March 31, 2026 | 77,287 | $5,191,368 | -5.5% |
| LSEA | June 30, 2025 | 752,732 | $4,832,539 | No longer tracked |
| CTLP | June 30, 2025 | 608,306 | $4,787,368 | No longer tracked |
| DAR | March 31, 2026 | 116,733 | $4,202,388 | 9.3% |
| EQT | March 31, 2026 | 59,106 | $3,168,082 | -15.4% |
| ALL | June 30, 2026 | 15,219 | $3,155,507 | 12.0% |
| CLF | June 30, 2026 | 345,374 | $2,918,410 | 29.6% |
| NWN | June 30, 2025 | 60,132 | $2,568,839 | 29.1% |
| TENB | June 30, 2025 | 55,482 | $1,940,760 | 3.1% |
| QQQ | June 30, 2025 | 2,308 | $1,082,267 | |
| DVN | March 31, 2026 | 25,409 | $930,732 | -3.5% |
| IGSB | June 30, 2026 | 16,620 | $873,547 | |
| SGOV | March 31, 2026 | 7,577 | $760,579 | -0.1% |
| Z | March 31, 2026 | 4,500 | $306,990 | -10.8% |
| EWBC | March 31, 2026 | 1,816 | $204,100 | 25.7% |