First Washington CORP

CIK

1390043

Location

SEATTLE, WA

Portfolio Value

Small $313,484,499

Diversification

Diversified

Filing Date

Global Rank

#3,655 / 8,700 ▲ 670

Top Industry

Semiconductors 20.9%

Period ended 3 months ago

Filed Aug 13, 2026 · 32d

26 quarters · since Mar 2020

Portfolio Concentration

46 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.1%

−9.5 pts

Top 5

33.5%

−7.3 pts

Top 10

51.8%

−3.2 pts

HHI

420

Diversified−245

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	34.8%	$109,056,511	12
Technology	30.7%	$96,272,008	14
Healthcare	10.8%	$33,969,657	4
Financial Services	9.8%	$30,748,368	8
Consumer Cyclical	7.3%	$22,858,768	4
Unclassified	3.2%	$9,988,795	1
Consumer Defensive	1.9%	$5,868,203	1
Communication Services	1.4%	$4,314,885	1
Energy	0.1%	$407,304	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
VCEL	Vericel Corp	+60,596	170,355	$7,579,093
BABA	Alibaba Group Holding Ltd	+35,923	103,936	$9,975,777
AAPL	Apple Inc.	+8,924	14,233	$4,118,460
GOOGL	Alphabet Inc.	+4,497	12,074	$4,314,885
MSFT	Microsoft Corp	+103	16,460	$6,139,909
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LASR	Nlight, Inc.	−50,953	166,098	$11,563,742
MU	Micron Technology Inc	−13,146	19,657	$22,689,878
MTZ	Mastec Inc	−10,669	31,052	$12,919,495
VKTX	Viking Therapeutics, Inc.	−4,066	381,300	$14,874,513
CRWD	CrowdStrike Holdings, Inc.	−3,345	11,225	$8,566,246
AMD	Advanced Micro Devices Inc	−1,872	1,847	$1,072,940
ALK	Alaska Air Group, Inc.	−1,684	162,534	$8,484,274
BAC	Bank Of America Corp /De/	−1,549	138,143	$7,871,388
QCOM	Qualcomm Inc/De	−1,325	3,973	$734,170
GVA	Granite Construction Inc	−1,150	65,390	$10,336,851
UBER	Uber Technologies, Inc	−788	65,169	$4,702,595
NDAQ	Nasdaq, Inc.	−685	66,389	$5,232,780
LEN	Lennar Corp /New/	−681	62,900	$5,691,821
MRVL	Marvell Technology, Inc.	−587	54,548	$16,249,303
ICE	Intercontinental Exchange, Inc.	−471	44,933	$5,531,701
ANET	Arista Networks, Inc.	−447	42,689	$7,252,007
DY	Dycom Industries Inc	−382	32,989	$16,678,908
AMZN	Amazon Com Inc	−336	28,857	$6,877,777
CP	Canadian Pacific Kansas City Ltd/Cn	−331	32,736	$2,836,574
NVDA	Nvidia Corp	−285	24,927	$4,987,643
CME	Cme Group Inc.	−280	26,736	$5,904,110
CBOE	Cboe Global Markets, Inc.	−237	22,728	$5,515,403
SPY	Spdr S&P 500 ETF Trust	−200	13,376	$9,988,795
ETN	Eaton Corp plc	−179	17,348	$7,392,329
AVGO	Broadcom Inc.	−173	16,044	$6,060,621
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
EWBC	East West Bancorp Inc	1,816	$234,427
MPWR	Monolithic Power Systems, Inc.	159	$219,795
AGO	Assured Guaranty Ltd	1,663	$133,306
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	1,545,169	$72,746,556
AFK	VanEck Africa Index ETF	102,306	$9,388,621
BRZE	Braze, Inc.	221,513	$5,229,921
AAXJ	iShares MSCI All Country Asia ex Japan ETF	57,555	$4,937,164
ALL	Allstate Corp	15,219	$3,155,507
CLF	Cleveland-Cliffs Inc.	345,374	$2,918,410
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 tracked positions · $313,484,499 total · filing declares 51 positions · $410,527,684 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PCAR	Paccar Inc Industrials	Held	288,639	0	$34,671,316	+4.0%	11.06%
MU	Micron Technology Inc Technology	Reduced	19,657	-13,146	$22,689,878	+104.7%	7.24%
DY	Dycom Industries Inc Industrials	Reduced	32,989	-382	$16,678,908	+47.5%	5.32%
MRVL	Marvell Technology, Inc. Technology	Reduced	54,548	-587	$16,249,303	+197.5%	5.18%
VKTX	Viking Therapeutics, Inc. Healthcare	Reduced	381,300	-4,066	$14,874,513	+18.6%	4.74%
MTZ	Mastec Inc Industrials	Reduced	31,052	-10,669	$12,919,495	−3.8%	4.12%
GEV	GE Vernova Inc. Industrials	Reduced	10,243	-109	$12,034,090	+33.2%	3.84%
LASR	Nlight, Inc. Technology	Reduced	166,098	-50,953	$11,563,742	−6.6%	3.69%
GVA	Granite Construction Inc Industrials	Reduced	65,390	-1,150	$10,336,851	+29.6%	3.30%
LLY	ELI LILLY & Co Healthcare	Reduced	8,516	-86	$10,214,346	+29.1%	3.26%
SPY	Spdr S&P 500 ETF Trust	Reduced	13,376	-200	$9,988,795	+13.1%	3.19%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	103,936	+35,923	$9,975,777	+16.9%	3.18%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	11,225	-3,345	$8,566,246	+50.6%	2.73%
ALK	Alaska Air Group, Inc. Industrials	Reduced	162,534	-1,684	$8,484,274	+40.5%	2.71%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	138,143	-1,549	$7,871,388	+15.6%	2.51%
VCEL	Vericel Corp Healthcare	Added	170,355	+60,596	$7,579,093	+114.6%	2.42%
ETN	Eaton Corp plc Industrials	Reduced	17,348	-179	$7,392,329	+17.9%	2.36%
ANET	Arista Networks, Inc. Technology	Reduced	42,689	-447	$7,252,007	+36.9%	2.31%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	28,857	-336	$6,877,777	+13.1%	2.19%
MSFT	Microsoft Corp Technology	Added	16,460	+103	$6,139,909	+1.4%	1.96%
AVGO	Broadcom Inc. Technology	Reduced	16,044	-173	$6,060,621	+20.7%	1.93%
CME	Cme Group Inc. Financial Services	Reduced	26,736	-280	$5,904,110	−26.0%	1.88%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,273	-65	$5,868,203	−7.1%	1.87%
LEN	Lennar Corp /New/ Consumer Cyclical	Reduced	62,900	-681	$5,691,821	+3.1%	1.82%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	44,933	-471	$5,531,701	−22.5%	1.76%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	22,728	-237	$5,515,403	−14.6%	1.76%
NDAQ	Nasdaq, Inc. Financial Services	Reduced	66,389	-685	$5,232,780	−8.1%	1.67%
NVDA	Nvidia Corp Technology	Reduced	24,927	-285	$4,987,643	+13.4%	1.59%
UBER	Uber Technologies, Inc Technology	Reduced	65,169	-788	$4,702,595	−0.9%	1.50%
GOOGL	Alphabet Inc. Communication Services	Added	12,074	+4,497	$4,314,885	+98.0%	1.38%
AAPL	Apple Inc. Technology	Added	14,233	+8,924	$4,118,460	+205.7%	1.31%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	32,736	-331	$2,836,574	+9.1%	0.90%
GNRC	Generac Holdings Inc. Industrials	Reduced	7,956	-95	$2,329,596	+48.1%	0.74%
ZS	Zscaler, Inc. Technology	Reduced	13,565	-151	$1,914,699	−0.5%	0.61%
MRK	Merck & Co., Inc. Healthcare	Held	10,130	0	$1,301,705	+6.8%	0.42%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,847	-1,872	$1,072,940	+41.8%	0.34%
FIX	Comfort Systems USA Inc Industrials	Held	376	0	$745,213	+43.7%	0.24%
QCOM	Qualcomm Inc/De Technology	Reduced	3,973	-1,325	$734,170	+7.6%	0.23%
NVT	nVent Electric plc Industrials	Held	2,434	0	$412,830	+43.4%	0.13%
TRGP	Targa Resources Corp. Energy	Held	1,519	0	$407,304	+6.9%	0.13%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	650	0	$325,253	+4.4%	0.10%
GOLF	Acushnet Holdings Corp. Consumer Cyclical	Held	2,644	0	$313,393	+26.8%	0.10%
EWBC	East West Bancorp Inc Financial Services	NEW	1,816	NEW	$234,427	NEW	0.07%
MPWR	Monolithic Power Systems, Inc. Technology	NEW	159	NEW	$219,795	NEW	0.07%
HUBB	Hubbell Inc Industrials	Held	411	0	$215,035	+6.6%	0.07%
AGO	Assured Guaranty Ltd Financial Services	NEW	1,663	NEW	$133,306	NEW	0.04%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.