First Washington CORP
CIK 1390043 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $410.5M
- Posisi
- 51
- Per tanggal
- 30 Juni 2026
#4.298 dari 9.443 berdasarkan nilai 13F · top 45.5%
Nilai portofolio QoQ: +16.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 56,90%
- Bobot 25 kepemilikan teratas
- 85,73%
- Posisi di atas 1%
- 33
- Jumlah posisi efektif
- 15,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 6,76% Perkiraan pembelian $25.838.964 · penjualan $43.468.890
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 73,9% masih dipegang
- Posisi baru
- 5
- Meningkat
- 7
- Menurun
- 31
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
27,5%
Portofolio lengkap 51 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| JCPB | $81.557.874 | 19,87% | 1.737.492 | $8.811.317 | Naik ×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 | Turun ×4 | ||
| DY Dycom Industries, Inc. Common Stock | $16.678.909 | 4,06% | 32.989 | $5.372.147 | Turun ×3 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $16.249.304 | 3,96% | 54.548 | $10.788.182 | Turun ×4 | ||
| VKTX Viking Therapeutics, Inc. - Common Stock | $14.874.513 | 3,62% | 381.300 | $2.334.703 | Turun ×2 | ||
| MTZ MasTec, Inc. Common Stock | $12.919.495 | 3,15% | 31.052 | $-503.820 | Turun ×4 | ||
| GEV GE Vernova Inc. Common Stock | $12.034.091 | 2,93% | 10.243 | $2.997.830 | Turun ×6 | ||
| LASR nLIGHT, Inc. - Common Stock | $11.563.743 | 2,82% | 166.098 | $-812.505 | Turun ×5 | ||
| GVA Granite Construction Incorporated Common Stock | $10.336.851 | 2,52% | 65.390 | $2.360.036 | Turun ×3 | ||
| LLY Eli Lilly and Company Common Stock | $10.214.346 | 2,49% | 8.516 | $2.302.484 | Turun ×4 | ||
| GDX GDX | $10.176.847 | 2,48% | 134.882 | $788.225 | Naik ×1 | ||
| SPY SPY | $9.988.796 | 2,43% | 13.376 | $1.159.780 | Turun ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $9.975.777 | 2,43% | 103.936 | $1.442.866 | Naik ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $8.566.247 | 2,09% | 11.225 | $2.877.973 | Turun ×4 | ||
| ALK Alaska Air Group, Inc. Common Stock | $8.484.275 | 2,07% | 162.534 | $2.444.337 | Turun ×4 | ||
| BAC Bank of America Corporation Common Stock | $7.871.388 | 1,92% | 138.143 | $1.061.403 | Turun ×4 | ||
| VCEL Vericel Corporation - Common Stock | $7.579.094 | 1,85% | 170.355 | $4.048.147 | Naik ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $7.392.330 | 1,80% | 17.348 | $1.123.448 | Turun ×4 | ||
| ANET Arista Networks, Inc. Common Stock | $7.252.007 | 1,77% | 42.689 | $1.955.769 | Turun ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6.877.777 | 1,68% | 28.857 | $797.751 | Turun ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $6.139.909 | 1,50% | 16.460 | $85.038 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $6.060.621 | 1,48% | 16.044 | $1.041.297 | Turun ×4 | ||
| CME CME Group Inc. - Class A Common Stock | $5.904.111 | 1,44% | 26.736 | $-2.075.065 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $5.868.203 | 1,43% | 6.273 | $-447.170 | Turun ×3 | ||
| LEN Lennar Corporation Class A Common Stock | $5.691.821 | 1,39% | 62.900 | $170.447 | Turun ×3 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $5.531.702 | 1,35% | 44.933 | $-1.609.439 | Turun ×1 | ||
| CBOE | $5.515.404 | 1,34% | 22.728 | $-939.369 | Turun ×1 | ||
| NDAQ Nasdaq, Inc. - Common Stock | $5.232.781 | 1,27% | 66.389 | $-461.131 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.987.643 | 1,21% | 24.927 | $590.670 | Turun ×4 | ||
| UBER Uber Technologies, Inc. Common Stock | $4.702.595 | 1,15% | 65.169 | $-41.692 | Turun ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4.314.885 | 1,05% | 12.074 | $2.136.043 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $4.118.461 | 1,00% | 14.233 | $2.771.090 | Naik ×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 | Turun ×4 | ||
| GNRC Generac Holdlings Inc. Common Stock | $2.329.596 | 0,57% | 7.956 | $756.994 | Turun ×3 | ||
| ZS Zscaler, Inc. - Common Stock | $1.914.700 | 0,47% | 13.565 | $-9.518 | Turun ×5 | ||
| AGG | $1.914.075 | 0,47% | 19.338 | $-2.149.542 | Turun ×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 | Turun ×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 | Turun ×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 | Naik ×1 | |||
| HUBB Hubbell Inc Common Stock | $215.035 | 0,05% | 411 | $13.341 | |||
| IWM | $204.306 | 0,05% | 680 | Naik ×1 | |||
| AGO Assured Guaranty Ltd. Common Stock | $133.306 | 0,03% | 1.663 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| MU | Dipangkas | -13K | +$11.6M |
| MRVL | Dipangkas | -587 | +$10.8M |
| JCPB | Beli lebih banyak | +192K | +$8.8M |
| DY | Dipangkas | -382 | +$5.4M |
| VCEL | Beli lebih banyak | +61K | +$4.0M |
| GEV | Dipangkas | -109 | +$3.0M |
| CRWD | Dipangkas | -3K | +$2.9M |
| AAPL | Beli lebih banyak | +9K | +$2.8M |
| ALK | Dipangkas | -2K | +$2.4M |
| GVA | Dipangkas | -1K | +$2.4M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| MDT | 31 Maret 2026 | 82.487 | $7.923.701 | 8,2% |
| RSP | 31 Des. 2025 | 38.227 | $7.251.662 | Tidak lagi dilacak |
| GEHC | 31 Maret 2026 | 79.827 | $6.547.411 | 5,3% |
| F | 30 Sep. 2025 | 566.469 | $6.146.189 | 19,7% |
| BRZE | 30 Juni 2026 | 221.513 | $5.229.922 | 37,5% |
| FISV | 31 Maret 2026 | 77.287 | $5.191.368 | -5,5% |
| LSEA | 30 Juni 2025 | 752.732 | $4.832.539 | Tidak lagi dilacak |
| CTLP | 30 Juni 2025 | 608.306 | $4.787.368 | Tidak lagi dilacak |
| DAR | 31 Maret 2026 | 116.733 | $4.202.388 | 9,3% |
| EQT | 31 Maret 2026 | 59.106 | $3.168.082 | -15,4% |
| ALL | 30 Juni 2026 | 15.219 | $3.155.507 | 12,0% |
| CLF | 30 Juni 2026 | 345.374 | $2.918.410 | 29,6% |
| NWN | 30 Juni 2025 | 60.132 | $2.568.839 | 29,1% |
| TENB | 30 Juni 2025 | 55.482 | $1.940.760 | 3,1% |
| QQQ | 30 Juni 2025 | 2.308 | $1.082.267 | |
| DVN | 31 Maret 2026 | 25.409 | $930.732 | -3,5% |
| IGSB | 30 Juni 2026 | 16.620 | $873.547 | |
| SGOV | 31 Maret 2026 | 7.577 | $760.579 | -0,1% |
| Z | 31 Maret 2026 | 4.500 | $306.990 | -10,8% |
| EWBC | 31 Maret 2026 | 1.816 | $204.100 | 25,7% |