First Washington CORP
First Washington CORP reported 51 US-listed holdings worth $410.5 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: J P Morgan Exchange Traded F (19.9%), Paccar Inc. (8.4%) and Micron Technology Inc. (5.5%). Against the quarter before, it opened 5 positions, added to 7, trimmed 31 and sold out of 4.
Reported holdings$410.5M+16.1% on Q1 2026
Positions51+1 on Q1 2026
The largest ten56.9%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Added toHeldTrimmed
The 14 largest of its 51 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +52.9% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 5Added 7Held 8Trimmed 31Sold out 4
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- Invesco Exchange Traded FD T RSP$3.2 million
- East West Bancorp Inc. EWBC$234,427
- Monolithic Power Systems, Inc. MPWR$219,795
- iShares Russell 2000 ETF IWM$204,306
- Assured Guaranty Ltd. AGO$133,306
Added to 7
- J P Morgan Exchange Traded F JCPB+192,323 shares · +12%
- Alibaba Group Holding Limited BABA+35,923 shares · +53%
- Vericel Corp. VCEL+60,596 shares · +55%
- Apple Inc. AAPL+8,924 shares · +168%
- Vaneck ETF Trust GDX+32,576 shares · +32%
- Alphabet Inc. GOOGL+4,497 shares · +59%
- Microsoft Corp. MSFT+103 shares · +1%
Trimmed 31
- Micron Technology Inc. MU-13,146 shares · -40%
- Mastec Inc. MTZ-10,669 shares · -26%
- Nlight Inc. LASR-50,953 shares · -23%
- CrowdStrike Holdings, Inc. CRWD-3,345 shares · -23%
- iShares Trust AGG-21,597 shares · -53%
- Advanced Micro Devices Inc. AMD-1,872 shares · -50%
- Qualcomm Inc. QCOM-1,325 shares · -25%
- Dycom Industries Inc. DY-382 shares · -1%
and 23 more in the table below
Sold out of 4
- Braze Inc. BRZE$5.2 million last quarter
- Allstate Corp. ALL$3.2 million last quarter
- Cleveland-Cliffs Inc. CLF$2.9 million last quarter
- iShares Trust IGSB$873,547 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| J P Morgan Exchange Traded F JCPB | 1.7M | $81.6 million | 19.87% | +192.3K |
| Paccar Inc. PCAR | 288.6K | $34.7 million | 8.45% | no change |
| Micron Technology Inc. MU | 19.7K | $22.7 million | 5.53% | -13.1K |
| Dycom Industries Inc. DY | 33.0K | $16.7 million | 4.06% | -382 |
| Marvell Technology, Inc. MRVL | 54.5K | $16.2 million | 3.96% | -587 |
| Viking Therapeutics Inc. VKTX | 381.3K | $14.9 million | 3.62% | -4.1K |
| Mastec Inc. MTZ | 31.1K | $12.9 million | 3.15% | -10.7K |
| GE Vernova Inc. GEV | 10.2K | $12.0 million | 2.93% | -109 |
| Nlight Inc. LASR | 166.1K | $11.6 million | 2.82% | -51.0K |
| Granite Construction Inc. GVA | 65.4K | $10.3 million | 2.52% | -1.1K |
| Eli Lilly & Co. LLY | 8.5K | $10.2 million | 2.49% | -86 |
| Vaneck ETF Trust GDX | 134.9K | $10.2 million | 2.48% | +32.6K |
| SPDR S&P 500 SPY | 13.4K | $10.0 million | 2.43% | -200 |
| Alibaba Group Holding Limited BABA | 103.9K | $10.0 million | 2.43% | +35.9K |
| CrowdStrike Holdings, Inc. CRWD | 11.2K | $8.6 million | 2.09% | -3.3K |
| Alaska Air Group, Inc. ALK | 162.5K | $8.5 million | 2.07% | -1.7K |
| Bank of America Corp. BAC | 138.1K | $7.9 million | 1.92% | -1.5K |
| Vericel Corp. VCEL | 170.4K | $7.6 million | 1.85% | +60.6K |
| Eaton Corp. plc ETN | 17.3K | $7.4 million | 1.80% | -179 |
| Arista Networks, Inc. ANET | 42.7K | $7.3 million | 1.77% | -447 |
| Amazon.com Inc. AMZN | 28.9K | $6.9 million | 1.68% | -336 |
| Microsoft Corp. MSFT | 16.5K | $6.1 million | 1.50% | +103 |
| Broadcom Inc. AVGO | 16.0K | $6.1 million | 1.48% | -173 |
| CME Group Inc. CME | 26.7K | $5.9 million | 1.44% | -280 |
| Costco Wholesale Corp. COST | 6.3K | $5.9 million | 1.43% | -65 |
| Lennar Corp. LEN | 62.9K | $5.7 million | 1.39% | -681 |
| Intercontinental Exchange, Inc. ICE | 44.9K | $5.5 million | 1.35% | -471 |
| Cboe Global Markets, Inc. CBOE | 22.7K | $5.5 million | 1.34% | -237 |
| Nasdaq, Inc. NDAQ | 66.4K | $5.2 million | 1.27% | -685 |
| NVIDIA Corp. NVDA | 24.9K | $5.0 million | 1.21% | -285 |
| Uber Technologies, Inc. UBER | 65.2K | $4.7 million | 1.15% | -788 |
| Alphabet Inc. GOOGL | 12.1K | $4.3 million | 1.05% | +4.5K |
| Apple Inc. AAPL | 14.2K | $4.1 million | 1.00% | +8.9K |
| Invesco Exchange Traded FD T RSP | 15.0K | $3.2 million | 0.78% | new |
| Canadian Pacific Kansas City LT CP | 32.7K | $2.8 million | 0.69% | -331 |
| Generac Holdings Inc. GNRC | 8.0K | $2.3 million | 0.57% | -95 |
| Zscaler Inc. ZS | 13.6K | $1.9 million | 0.47% | -151 |
| iShares Trust AGG | 19.3K | $1.9 million | 0.47% | -21.6K |
| Merck & Co., Inc. MRK | 10.1K | $1.3 million | 0.32% | no change |
| Advanced Micro Devices Inc. AMD | 1.8K | $1.1 million | 0.26% | -1.9K |
| Comfort Systems USA Inc. FIX | 376 | $745,213 | 0.18% | no change |
| Qualcomm Inc. QCOM | 4.0K | $734,171 | 0.18% | -1.3K |
| nVent Electric plc NVT | 2.4K | $412,831 | 0.10% | no change |
| Targa Resources Corp. TRGP | 1.5K | $407,305 | 0.10% | no change |
| Berkshire Hathaway Inc. Class B BRKB | 650 | $325,254 | 0.08% | no change |
| Acushnet Holdings Corp. GOLF | 2.6K | $313,393 | 0.08% | no change |
| East West Bancorp Inc. EWBC | 1.8K | $234,427 | 0.06% | new |
| Monolithic Power Systems, Inc. MPWR | 159 | $219,795 | 0.05% | new |
| Hubbell Inc. HUBB | 411 | $215,035 | 0.05% | no change |
| iShares Russell 2000 ETF IWM | 680 | $204,306 | 0.05% | new |
| Assured Guaranty Ltd. AGO | 1.7K | $133,306 | 0.03% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.