Filed: 8/12/2025ACC: 0001390043-25-000003
📋 What this filing means
FIRST WASHINGTON CORP filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $310.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$310.21M
Total AUM (reported)
4.04M
Total Shares
Allocation by class
COM$211.40M68.1%
CORE US AGGBD ET$38.07M12.3%
CL A$14.60M4.7%
TR UNIT$12.13M3.9%
SHS$7.25M2.3%
S&P500 EQL WGT$6.95M2.2%
GOLD MINERS ETF$6.73M2.2%
Portfolio Concentration
Top 3$85.45M27.5%
4–10$56.54M18.2%
11–25$96.94M31.3%
Rest$71.28M23.0%
Top 3 weight
27.5%
Top 10 weight
45.8%
Voting Authority Distribution
Total shares with voting rights: 4.04M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.04M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings53
Rows:
ISHARES TR
SOLEShares383.77K
TypeSH
Market value$38.07M
12.27%
Sole
0.00
Shared
0.00
None
383.77K
PACCAR INC
SOLEShares370.89K
TypeSH
Market value$35.26M
11.37%
Sole
0.00
Shared
0.00
None
370.89K
SPDR S&P 500 ETF TR
SOLEShares19.63K
TypeSH
Market value$12.13M
3.91%
Sole
0.00
Shared
0.00
None
19.63K
MICROSOFT CORP
SOLEShares20.55K
TypeSH
Market value$10.22M
3.30%
Sole
0.00
Shared
0.00
None
20.55K
DYCOM INDS INC
SOLEShares33.81K
TypeSH
Market value$8.26M
2.66%
Sole
0.00
Shared
0.00
None
33.81K
ALASKA AIR GROUP INC
SOLEShares166.27K
TypeSH
Market value$8.23M
2.65%
Sole
0.00
Shared
0.00
None
166.27K
NLIGHT INC
SOLEShares393.57K
TypeSH
Market value$7.75M
2.50%
Sole
0.00
Shared
0.00
None
393.57K
CROWDSTRIKE HLDGS INC
SOLEShares14.75K
TypeSH
Market value$7.51M
2.42%
Sole
0.00
Shared
0.00
None
14.75K
GE VERNOVA INC
SOLEShares13.81K
TypeSH
Market value$7.31M
2.36%
Sole
0.00
Shared
0.00
None
13.81K
MEDTRONIC PLC
SOLEShares83.22K
TypeSH
Market value$7.25M
2.34%
Sole
0.00
Shared
0.00
None
83.22K
MASTEC INC
SOLEShares42.25K
TypeSH
Market value$7.20M
2.32%
Sole
0.00
Shared
0.00
None
42.25K
LENNAR CORP
SOLEShares64.03K
TypeSH
Market value$7.08M
2.28%
Sole
0.00
Shared
0.00
None
64.03K
INVESCO EXCHANGE TRADED FD T
SOLEShares38.23K
TypeSH
Market value$6.95M
2.24%
Sole
0.00
Shared
0.00
None
38.23K
ELI LILLY & CO
SOLEShares8.72K
TypeSH
Market value$6.80M
2.19%
Sole
0.00
Shared
0.00
None
8.72K
VANECK ETF TRUST
SOLEShares129.36K
TypeSH
Market value$6.73M
2.17%
Sole
0.00
Shared
0.00
None
129.36K
BANK AMERICA CORP
SOLEShares141.76K
TypeSH
Market value$6.71M
2.16%
Sole
0.00
Shared
0.00
None
141.76K
AMAZON COM INC
SOLEShares29.50K
TypeSH
Market value$6.47M
2.09%
Sole
0.00
Shared
0.00
None
29.50K
EATON CORP PLC
SOLEShares17.78K
TypeSH
Market value$6.35M
2.05%
Sole
0.00
Shared
0.00
None
17.78K
COSTCO WHSL CORP NEW
SOLEShares6.41K
TypeSH
Market value$6.34M
2.04%
Sole
0.00
Shared
0.00
None
6.41K
GRANITE CONSTR INC
SOLEShares67.61K
TypeSH
Market value$6.32M
2.04%
Sole
0.00
Shared
0.00
None
67.61K
UBER TECHNOLOGIES INC
SOLEShares66.82K
TypeSH
Market value$6.23M
2.01%
Sole
0.00
Shared
0.00
None
66.82K
FORD MTR CO DEL
SOLEShares566.47K
TypeSH
Market value$6.15M
1.98%
Sole
0.00
Shared
0.00
None
566.47K
DARLING INGREDIENTS INC
SOLEShares161.89K
TypeSH
Market value$6.14M
1.98%
Sole
0.00
Shared
0.00
None
161.89K
GE HEALTHCARE TECHNOLOGIES I
SOLEShares80.81K
TypeSH
Market value$5.99M
1.93%
Sole
0.00
Shared
0.00
None
80.81K
INTERCONTINENTAL EXCHANGE IN
SOLEShares29.86K
TypeSH
Market value$5.48M
1.77%
Sole
0.00
Shared
0.00
None
29.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 383.77K | SH | $38.07M 12.27% | 0.00 | 0.00 | 383.77K |
PACCAR INCSOLE | COM | 370.89K | SH | $35.26M 11.37% | 0.00 | 0.00 | 370.89K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 19.63K | SH | $12.13M 3.91% | 0.00 | 0.00 | 19.63K |
MICROSOFT CORPSOLE | COM | 20.55K | SH | $10.22M 3.30% | 0.00 | 0.00 | 20.55K |
DYCOM INDS INCSOLE | COM | 33.81K | SH | $8.26M 2.66% | 0.00 | 0.00 | 33.81K |
ALASKA AIR GROUP INCSOLE | COM | 166.27K | SH | $8.23M 2.65% | 0.00 | 0.00 | 166.27K |
NLIGHT INCSOLE | COM | 393.57K | SH | $7.75M 2.50% | 0.00 | 0.00 | 393.57K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 14.75K | SH | $7.51M 2.42% | 0.00 | 0.00 | 14.75K |
GE VERNOVA INCSOLE | COM | 13.81K | SH | $7.31M 2.36% | 0.00 | 0.00 | 13.81K |
MEDTRONIC PLCSOLE | SHS | 83.22K | SH | $7.25M 2.34% | 0.00 | 0.00 | 83.22K |
MASTEC INCSOLE | COM | 42.25K | SH | $7.20M 2.32% | 0.00 | 0.00 | 42.25K |
LENNAR CORPSOLE | CL A | 64.03K | SH | $7.08M 2.28% | 0.00 | 0.00 | 64.03K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 38.23K | SH | $6.95M 2.24% | 0.00 | 0.00 | 38.23K |
ELI LILLY & COSOLE | COM | 8.72K | SH | $6.80M 2.19% | 0.00 | 0.00 | 8.72K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 129.36K | SH | $6.73M 2.17% | 0.00 | 0.00 | 129.36K |
BANK AMERICA CORPSOLE | COM | 141.76K | SH | $6.71M 2.16% | 0.00 | 0.00 | 141.76K |
AMAZON COM INCSOLE | COM | 29.50K | SH | $6.47M 2.09% | 0.00 | 0.00 | 29.50K |
EATON CORP PLCSOLE | COM | 17.78K | SH | $6.35M 2.05% | 0.00 | 0.00 | 17.78K |
COSTCO WHSL CORP NEWSOLE | COM | 6.41K | SH | $6.34M 2.04% | 0.00 | 0.00 | 6.41K |
GRANITE CONSTR INCSOLE | COM | 67.61K | SH | $6.32M 2.04% | 0.00 | 0.00 | 67.61K |
UBER TECHNOLOGIES INCSOLE | COM | 66.82K | SH | $6.23M 2.01% | 0.00 | 0.00 | 66.82K |
FORD MTR CO DELSOLE | COM | 566.47K | SH | $6.15M 1.98% | 0.00 | 0.00 | 566.47K |
DARLING INGREDIENTS INCSOLE | COM | 161.89K | SH | $6.14M 1.98% | 0.00 | 0.00 | 161.89K |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 80.81K | SH | $5.99M 1.93% | 0.00 | 0.00 | 80.81K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 29.86K | SH | $5.48M 1.77% | 0.00 | 0.00 | 29.86K |
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