First Washington CORP
Top Portfolio Positions
45 positions ·
$266,070,965 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PCAR |
Paccar Inc
Industrials
|
288,639 | $33,337,804 | 12.53% |
| MTZ |
Mastec Inc
Industrials
|
41,721 | $13,423,314 | 5.05% |
| VKTX |
Viking Therapeutics, Inc.
Healthcare
|
385,366 | $12,539,809 | 4.71% |
| LASR |
Nlight, Inc.
Technology
|
217,051 | $12,376,248 | 4.65% |
| DY |
Dycom Industries Inc
Industrials
|
33,371 | $11,306,762 | 4.25% |
| MU |
Micron Technology Inc
Technology
|
32,803 | $11,082,165 | 4.17% |
| GEV |
GE Vernova Inc.
Industrials
|
10,352 | $9,036,260 | 3.40% |
| SPY |
Spdr S&P 500 ETF Trust
|
13,576 | $8,829,015 | 3.32% |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
68,013 | $8,532,910 | 3.21% |
| CME |
Cme Group Inc.
Financial Services
|
27,016 | $7,979,175 | 3.00% |
Portfolio Trend
Holdings in ALK
Shares Held
Position Value (USD)
19 of 19 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,039,938 | 164,218 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,264,642 | 164,307 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,260,493 | 165,940 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,227,039 | 166,270 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,183,809 | 166,270 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,765,982 | 166,270 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,517,066 | 166,270 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,900,904 | 146,062 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,629,626 | 130,952 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,116,294 | 130,952 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,826,396 | 103,193 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,071,194 | 76,555 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,212,247 | 76,555 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,287,271 | 76,555 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,786,462 | 71,174 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,850,518 | 71,174 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,969,763 | 51,194 | Shares | Sole | 2022-05-11 | |
| 2020-06-30 | $804,246 | 22,180 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $757,302 | 26,600 | Shares | Sole | 2020-05-08 | |
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