# First Washington CORP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1390043. Source: https://holderbook.com/funds/1390043-first-washington-corp/

- Reported value: $828.1M
- Positions: 51
- Weight of the ten largest: 56.5%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | [JCPB](https://holderbook.com/stocks/JCPB/) | $163.1M | 3,474,984 | 19.7% | 4 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $69.3M | 577,278 | 8.4% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $45.4M | 39,314 | 5.5% | 9 |
| DYCOM INDS INC | [DY](https://holderbook.com/stocks/DY/) | $33.4M | 65,978 | 4.0% | 31 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $32.5M | 109,096 | 3.9% | 11 |
| VIKING THERAPEUTICS INC | [VKTX](https://holderbook.com/stocks/VKTX/) | $29.7M | 762,600 | 3.6% | 11 |
| MASTEC INC | [MTZ](https://holderbook.com/stocks/MTZ/) | $25.8M | 62,104 | 3.1% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $24.1M | 20,486 | 2.9% | 9 |
| NLIGHT INC | [LASR](https://holderbook.com/stocks/LASR/) | $23.1M | 332,196 | 2.8% | 31 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $21.2M | 49,858 | 2.6% | 7 |
| GRANITE CONSTR INC | [GVA](https://holderbook.com/stocks/GVA/) | $20.7M | 130,780 | 2.5% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $20.4M | 17,032 | 2.5% | 7 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $20.4M | 269,764 | 2.5% | 10 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $20.0M | 26,752 | 2.4% | 31 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $20.0M | 207,872 | 2.4% | 6 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $17.1M | 22,450 | 2.1% | 26 |
| ALASKA AIR GROUP INC | [ALK](https://holderbook.com/stocks/ALK/) | $17.0M | 325,068 | 2.0% | 18 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $15.7M | 276,286 | 1.9% | 18 |
| VERICEL CORP | [VCEL](https://holderbook.com/stocks/VCEL/) | $15.2M | 340,710 | 1.8% | 31 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $14.5M | 85,378 | 1.8% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $13.8M | 57,714 | 1.7% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $12.3M | 32,920 | 1.5% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $12.1M | 32,088 | 1.5% | 8 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $11.8M | 53,472 | 1.4% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $11.7M | 12,546 | 1.4% | 22 |
| LENNAR CORP | [LEN](https://holderbook.com/stocks/LEN/) | $11.4M | 125,800 | 1.4% | 31 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $11.1M | 89,866 | 1.3% | 31 |
| CBOE GLOBAL MKTS INC | [CBOE](https://holderbook.com/stocks/CBOE/) | $11.0M | 45,456 | 1.3% | 15 |
| NASDAQ INC | [NDAQ](https://holderbook.com/stocks/NDAQ/) | $10.5M | 132,778 | 1.3% | 30 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $10.0M | 49,854 | 1.2% | 6 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $9.4M | 130,338 | 1.1% | 15 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $8.6M | 24,148 | 1.0% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $8.2M | 28,466 | 1.0% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $6.4M | 29,986 | 0.8% | 1 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $5.7M | 65,472 | 0.7% | 6 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $4.7M | 15,912 | 0.6% | 11 |
| ZSCALER INC | [ZS](https://holderbook.com/stocks/ZS/) | $3.8M | 27,130 | 0.5% | 12 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $3.8M | 38,676 | 0.5% | 9 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $2.6M | 20,260 | 0.3% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $2.1M | 3,694 | 0.3% | 15 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $1.5M | 752 | 0.2% | 5 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.5M | 7,946 | 0.2% | 22 |
| NVENT ELEC PLC | [NVT](https://holderbook.com/stocks/NVT/) | $1.2M | 7,302 | 0.1% | 4 |
| TARGA RES CORP | [TRGP](https://holderbook.com/stocks/TRGP/) | $814.6K | 3,038 | 0.1% | 8 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $650.5K | 1,300 | 0.1% | 15 |
| ACUSHNET HLDGS CORP | [GOLF](https://holderbook.com/stocks/GOLF/) | $626.8K | 5,288 | 0.1% | 4 |
| EAST WEST BANCORP INC | [EWBC](https://holderbook.com/stocks/EWBC/) | $468.9K | 3,632 | 0.1% | 1 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $439.6K | 318 | 0.1% | 1 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $430.1K | 822 | 0.1% | 2 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $408.6K | 1,360 | 0.0% | 1 |
| ASSURED GUARANTY LTD | [AGO](https://holderbook.com/stocks/AGO/) | $399.9K | 4,989 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +21.2% | +14.8% | +6.4% | 100% |
| Q1 2026 | +1.2% | -4.6% | +5.8% | 100% |
| Q4 2025 | +4.5% | +2.4% | +2.1% | 100% |
| Q3 2025 | +8.4% | +7.8% | +0.6% | 100% |
| Q2 2025 | +13.8% | +10.5% | +3.3% | 98% |
| Q1 2025 | -5.7% | -4.6% | -1.2% | 100% |
| Q4 2024 | +2.7% | +2.1% | +0.5% | 100% |
| Q3 2024 | +4.2% | +5.4% | -1.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $828.1M | 51 |
| Q1 2026 | $353.5M | 50 |
| Q4 2025 | $386.1M | 58 |
| Q3 2025 | $373.0M | 56 |
| Q2 2025 | $310.2M | 53 |
| Q1 2025 | $284.9M | 57 |
| Q4 2024 | $282.9M | 53 |
| Q3 2024 | $251.7M | 56 |
| Q2 2024 | $270.1M | 58 |
| Q1 2024 | $261.6M | 56 |
| Q4 2023 | $260.1M | 55 |
| Q3 2023 | $247.5M | 58 |