First Washington CORP 13F Holdings · Q2 2026
First Washington CORP reported 51 securities worth $410.53M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: JCPB (19.87%), PCAR (8.45%), MU (5.53%). Among its top 25 positions this quarter: 5 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $81.6M | 19.87% | 1.7M | Added |
| 2 | PCAR | PACCAR INC | $34.7M | 8.45% | 288,639 | Hold |
| 3 | MU | MICRON TECHNOLOGY INC | $22.7M | 5.53% | 19,657 | Trimmed |
| 4 | DY | DYCOM INDS INC | $16.7M | 4.06% | 32,989 | Trimmed |
| 5 | MRVL | MARVELL TECHNOLOGY INC | $16.2M | 3.96% | 54,548 | Trimmed |
| 6 | VKTX | VIKING THERAPEUTICS INC | $14.9M | 3.62% | 381,300 | Trimmed |
| 7 | MTZ | MASTEC INC | $12.9M | 3.15% | 31,052 | Trimmed |
| 8 | GEV | GE VERNOVA INC | $12.0M | 2.93% | 10,243 | Trimmed |
| 9 | LASR | NLIGHT INC | $11.6M | 2.82% | 166,098 | Trimmed |
| 10 | GVA | GRANITE CONSTR INC | $10.3M | 2.52% | 65,390 | Trimmed |
| 11 | LLY | ELI LILLY & CO | $10.2M | 2.49% | 8,516 | Trimmed |
| 12 | GDX | VANECK ETF TRUST | $10.2M | 2.48% | 134,882 | Added |
| 13 | BABA | ALIBABA GROUP HLDG LTD | $10.0M | 2.43% | 103,936 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $10.0M | 2.43% | 13,376 | Trimmed |
| 15 | CRWD | CROWDSTRIKE HLDGS INC | $8.6M | 2.09% | 11,225 | Trimmed |
| 16 | ALK | ALASKA AIR GROUP INC | $8.5M | 2.07% | 162,534 | Trimmed |
| 17 | BAC | BANK OF AMER CORP | $7.9M | 1.92% | 138,143 | Trimmed |
| 18 | VCEL | VERICEL CORP | $7.6M | 1.85% | 170,355 | Added |
| 19 | ETN | EATON CORP PLC | $7.4M | 1.80% | 17,348 | Trimmed |
| 20 | ANET | ARISTA NETWORKS INC | $7.3M | 1.77% | 42,689 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $6.9M | 1.68% | 28,857 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $6.1M | 1.50% | 16,460 | Added |
| 23 | AVGO | BROADCOM INC | $6.1M | 1.48% | 16,044 | Trimmed |
| 24 | CME | CME GROUP INC | $5.9M | 1.44% | 26,736 | Trimmed |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $5.9M | 1.43% | 6,273 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR