First Washington CORP

Registered adviser

CIK

1390043

Location

SEATTLE, WA

Portfolio Value

Small $410,527,660

Diversification

Diversified

Filing Date

Global Rank

#4,358 / 8,827 ▲ 38

Top Industry

Semiconductors 20.9%

Period ended 4 months ago

Filed Aug 13, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 6681

Roster of Nov 1, 2026

Regulatory AUM

$501,201,045

Main clients

Individuals and high net worth (63% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Jan 2026 to Nov 2026	$501,201,045	Individuals and high net worth (63%)
Jan 2025 to Dec 2025	$427,515,633	Individuals and high net worth (62%)
Jan 2024 to Dec 2024	$372,944,377	Individuals and high net worth (71%)
May 2023 to Dec 2023	$267,053,514	Individuals and high net worth (86%)
Jan 2023 to Apr 2023	$267,053,514	Individuals and high net worth (86%)
Jan 2022 to Dec 2022	$354,254,778	Individuals and high net worth (88%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 56.9%, 15.5 effective positions, active share 82.4% against the Nasdaq-100 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

29.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.1 quarters (12+), a floor since 38.3% of the book was already held when coverage starts

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 82.4%; sector active share 30.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

19.9%

−0.7 pts

Top 5

41.9%

+1.0 pts

Top 10

56.9%

+2.0 pts

HHI

646

Diversified−19

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	26.6%	$109,056,511	12
Unclassified	26.1%	$107,031,956	6
Technology	23.5%	$96,272,008	14
Healthcare	8.3%	$33,969,657	4
Financial Services	7.5%	$30,748,368	8
Consumer Cyclical	5.6%	$22,858,768	4
Consumer Defensive	1.4%	$5,868,203	1
Communication Services	1.1%	$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

7 positions

Ticker	Company	Δ Shares	Shares	Value
JCPB	JPMorgan Core Plus Bond ETF	+192,323	1,737,492	$81,557,874
VCEL	Vericel Corp	+60,596	170,355	$7,579,093
BABA	Alibaba Group Holding Ltd	+35,923	103,936	$9,975,777
GDX	VanEck Gold Miners ETF	+32,576	134,882	$10,176,846
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
AGG	iShares Core U.S. Aggregate Bond ETF	−21,597	19,338	$1,914,075
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	−1,549	138,143	$7,871,388
QCOM	Qualcomm Inc	−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	−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	−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
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
RSP	Victory Portfolios II	14,993	$3,190,060
EWBC	East West Bancorp Inc	1,816	$234,427
MPWR	Monolithic Power Systems, Inc.	159	$219,795
IWM	iShares Russell 2000 ETF	680	$204,306
AGO	Assured Guaranty Ltd	1,663	$133,306
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BRZE	Braze, Inc.	221,513	$5,229,921
ALL	Allstate Corp	15,219	$3,155,507
CLF	Cleveland-Cliffs Inc.	345,374	$2,918,410
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	16,620	$873,547
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 tracked positions · $410,527,660 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

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
JCPB	JPMorgan Core Plus Bond ETF	Added	1,737,492	+192,323	$81,557,874	+12.1%	4	$47.21	19.87%
PCAR	Paccar Inc Industrials	Held	288,639	0	$34,671,316	+4.0%	26+	before history	8.45%
MU	Micron Technology Inc Technology	Reduced	19,657	-13,146	$22,689,878	+104.7%	9	$122.08	5.53%
DY	Dycom Industries Inc Industrials	Reduced	32,989	-382	$16,678,908	+47.5%	26+	before history	4.06%
MRVL	Marvell Technology, Inc. Technology	Reduced	54,548	-587	$16,249,303	+197.5%	11	$70.26	3.96%
VKTX	Viking Therapeutics, Inc. Healthcare	Reduced	381,300	-4,066	$14,874,513	+18.6%	11	$35.61	3.62%
MTZ	Mastec Inc Industrials	Reduced	31,052	-10,669	$12,919,495	−3.8%	26+	before history	3.15%
GEV	GE Vernova Inc. Industrials	Reduced	10,243	-109	$12,034,090	+33.2%	9	$158.47	2.93%
LASR	Nlight, Inc. Technology	Reduced	166,098	-50,953	$11,563,742	−6.6%	26+	before history	2.82%
GVA	Granite Construction Inc Industrials	Reduced	65,390	-1,150	$10,336,851	+29.6%	26+	before history	2.52%
LLY	ELI LILLY & Co Healthcare	Reduced	8,516	-86	$10,214,346	+29.1%	7	$828.70	2.49%
GDX	VanEck Gold Miners ETF	Added	134,882	+32,576	$10,176,846	+8.4%	10	unpriced	2.48%
SPY	Spdr S&P 500 ETF Trust	Reduced	13,376	-200	$9,988,795	+13.1%	26+	before history	2.43%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	103,936	+35,923	$9,975,777	+16.9%	6	$128.70	2.43%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	11,225	-3,345	$8,566,246	+50.6%	26+	before history	2.09%
ALK	Alaska Air Group, Inc. Industrials	Reduced	162,534	-1,684	$8,484,274	+40.5%	18	$45.76	2.07%
BAC	Bank Of America Corp Financial Services	Reduced	138,143	-1,549	$7,871,388	+15.6%	18	$35.61	1.92%
VCEL	Vericel Corp Healthcare	Added	170,355	+60,596	$7,579,093	+114.6%	26+	before history	1.85%
ETN	Eaton Corp plc Industrials	Reduced	17,348	-179	$7,392,329	+17.9%	7	$337.92	1.80%
ANET	Arista Networks, Inc. Technology	Reduced	42,689	-447	$7,252,007	+36.9%	8	unpriced	1.77%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	28,857	-336	$6,877,777	+13.1%	26+	before history	1.68%
MSFT	Microsoft Corp Technology	Added	16,460	+103	$6,139,909	+1.4%	26+	before history	1.50%
AVGO	Broadcom Inc. Technology	Reduced	16,044	-173	$6,060,621	+20.7%	8	unpriced	1.48%
CME	Cme Group Inc. Financial Services	Reduced	26,736	-280	$5,904,110	−26.0%	26+	before history	1.44%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	6,273	-65	$5,868,203	−7.1%	22	$471.76	1.43%
LEN	Lennar Corp Consumer Cyclical	Reduced	62,900	-681	$5,691,821	+3.1%	26+	before history	1.39%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	44,933	-471	$5,531,701	−22.5%	26+	before history	1.35%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	22,728	-237	$5,515,403	−14.6%	15	$167.40	1.34%
NDAQ	Nasdaq, Inc. Financial Services	Reduced	66,389	-685	$5,232,780	−8.1%	26+	before history	1.27%
NVDA	Nvidia Corp Technology	Reduced	24,927	-285	$4,987,643	+13.4%	6	$126.74	1.21%
UBER	Uber Technologies, Inc Technology	Reduced	65,169	-788	$4,702,595	−0.9%	15	$28.15	1.15%
GOOGL	Alphabet Inc. Communication Services	Added	12,074	+4,497	$4,314,885	+98.0%	26+	before history	1.05%
AAPL	Apple Inc. Technology	Added	14,233	+8,924	$4,118,460	+205.7%	26+	before history	1.00%
RSP	Victory Portfolios II	NEW	14,993	NEW	$3,190,060	NEW	1	$204.64	0.78%
CP	Canadian Pacific Kansas City Ltd Industrials	Reduced	32,736	-331	$2,836,574	+9.1%	6	$76.08	0.69%
GNRC	Generac Holdings Inc. Industrials	Reduced	7,956	-95	$2,329,596	+48.1%	11	$110.27	0.57%
ZS	Zscaler, Inc. Technology	Reduced	13,565	-151	$1,914,699	−0.5%	12	$181.27	0.47%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	19,338	-21,597	$1,914,075	−52.9%	9	unpriced	0.47%
MRK	Merck & Co., Inc. Healthcare	Held	10,130	0	$1,301,705	+6.8%	26+	before history	0.32%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,847	-1,872	$1,072,940	+41.8%	15	$66.01	0.26%
FIX	Comfort Systems USA Inc Industrials	Held	376	0	$745,213	+43.7%	5	$435.64	0.18%
QCOM	Qualcomm Inc Technology	Reduced	3,973	-1,325	$734,170	+7.6%	22	$137.43	0.18%
NVT	nVent Electric plc Industrials	Held	2,434	0	$412,830	+43.4%	4	$86.84	0.10%
TRGP	Targa Resources Corp. Energy	Held	1,519	0	$407,304	+6.9%	8	$140.73	0.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	650	0	$325,253	+4.4%	15	$296.98	0.08%
GOLF	Acushnet Holdings Corp. Consumer Cyclical	Held	2,644	0	$313,393	+26.8%	4	$77.64	0.08%
EWBC	East West Bancorp Inc Financial Services	NEW	1,816	NEW	$234,427	NEW	1	$122.86	0.06%
MPWR	Monolithic Power Systems, Inc. Technology	NEW	159	NEW	$219,795	NEW	1	$1,501.40	0.05%
HUBB	Hubbell Inc Industrials	Held	411	0	$215,035	+6.6%	2	$491.22	0.05%
IWM	iShares Russell 2000 ETF	NEW	680	NEW	$204,306	NEW	1	unpriced	0.05%

Showing the top 50 of 51 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.