Filed: 11/13/2025ACC: 0001390043-25-000006
📋 What this filing means
FIRST WASHINGTON CORP filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $373.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$373.02M
Total AUM (reported)
4.44M
Total Shares
Allocation by class
COM$226.05M60.6%
CORE PLUS BD ETF$38.96M10.4%
CORE US AGGBD ET$29.85M8.0%
CL A$15.31M4.1%
TR UNIT$13.08M3.5%
GOLD MINERS ETF$9.86M2.6%
SPONSORED ADS$8.23M2.2%
Portfolio Concentration
Top 3$105.28M28.2%
4–10$72.52M19.4%
11–25$107.41M28.8%
Rest$87.80M23.5%
Top 3 weight
28.2%
Top 10 weight
47.7%
Voting Authority Distribution
Total shares with voting rights: 4.44M
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
4.44M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings56
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares819.41K
TypeSH
Market value$38.96M
10.45%
Sole
0.00
Shared
0.00
None
819.41K
PACCAR INC
SOLEShares370.89K
TypeSH
Market value$36.47M
9.78%
Sole
0.00
Shared
0.00
None
370.89K
ISHARES TR
SOLEShares297.78K
TypeSH
Market value$29.85M
8.00%
Sole
0.00
Shared
0.00
None
297.78K
SPDR S&P 500 ETF TR
SOLEShares19.63K
TypeSH
Market value$13.08M
3.51%
Sole
0.00
Shared
0.00
None
19.63K
NLIGHT INC
SOLEShares392.80K
TypeSH
Market value$11.64M
3.12%
Sole
0.00
Shared
0.00
None
392.80K
MICROSOFT CORP
SOLEShares20.52K
TypeSH
Market value$10.63M
2.85%
Sole
0.00
Shared
0.00
None
20.52K
DYCOM INDS INC
SOLEShares33.81K
TypeSH
Market value$9.86M
2.64%
Sole
0.00
Shared
0.00
None
33.81K
VANECK ETF TRUST
SOLEShares129.10K
TypeSH
Market value$9.86M
2.64%
Sole
0.00
Shared
0.00
None
129.10K
MASTEC INC
SOLEShares42.16K
TypeSH
Market value$8.97M
2.41%
Sole
0.00
Shared
0.00
None
42.16K
GE VERNOVA INC
SOLEShares13.79K
TypeSH
Market value$8.48M
2.27%
Sole
0.00
Shared
0.00
None
13.79K
ALASKA AIR GROUP INC
SOLEShares165.94K
TypeSH
Market value$8.26M
2.21%
Sole
0.00
Shared
0.00
None
165.94K
ALIBABA GROUP HLDG LTD
SOLEShares46.04K
TypeSH
Market value$8.23M
2.21%
Sole
0.00
Shared
0.00
None
46.04K
LENNAR CORP
SOLEShares64.22K
TypeSH
Market value$8.09M
2.17%
Sole
0.00
Shared
0.00
None
64.22K
MEDTRONIC PLC
SOLEShares83.07K
TypeSH
Market value$7.91M
2.12%
Sole
0.00
Shared
0.00
None
83.07K
GRANITE CONSTR INC
SOLEShares67.61K
TypeSH
Market value$7.41M
1.99%
Sole
0.00
Shared
0.00
None
67.61K
BANK AMERICA CORP
SOLEShares141.50K
TypeSH
Market value$7.30M
1.96%
Sole
0.00
Shared
0.00
None
141.50K
INVESCO EXCHANGE TRADED FD T
SOLEShares38.23K
TypeSH
Market value$7.25M
1.94%
Sole
0.00
Shared
0.00
None
38.23K
CROWDSTRIKE HLDGS INC
SOLEShares14.72K
TypeSH
Market value$7.22M
1.94%
Sole
0.00
Shared
0.00
None
14.72K
VIKING THERAPEUTICS INC
SOLEShares266.84K
TypeSH
Market value$7.01M
1.88%
Sole
0.00
Shared
0.00
None
266.84K
EATON CORP PLC
SOLEShares17.75K
TypeSH
Market value$6.64M
1.78%
Sole
0.00
Shared
0.00
None
17.75K
ELI LILLY & CO
SOLEShares8.70K
TypeSH
Market value$6.64M
1.78%
Sole
0.00
Shared
0.00
None
8.70K
UBER TECHNOLOGIES INC
SOLEShares66.82K
TypeSH
Market value$6.55M
1.75%
Sole
0.00
Shared
0.00
None
66.82K
AMAZON COM INC
SOLEShares29.50K
TypeSH
Market value$6.48M
1.74%
Sole
0.00
Shared
0.00
None
29.50K
ARISTA NETWORKS INC
SOLEShares43.62K
TypeSH
Market value$6.36M
1.70%
Sole
0.00
Shared
0.00
None
43.62K
GE HEALTHCARE TECHNOLOGIES I
SOLEShares80.64K
TypeSH
Market value$6.06M
1.62%
Sole
0.00
Shared
0.00
None
80.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 819.41K | SH | $38.96M 10.45% | 0.00 | 0.00 | 819.41K |
PACCAR INCSOLE | COM | 370.89K | SH | $36.47M 9.78% | 0.00 | 0.00 | 370.89K |
ISHARES TRSOLE | CORE US AGGBD ET | 297.78K | SH | $29.85M 8.00% | 0.00 | 0.00 | 297.78K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 19.63K | SH | $13.08M 3.51% | 0.00 | 0.00 | 19.63K |
NLIGHT INCSOLE | COM | 392.80K | SH | $11.64M 3.12% | 0.00 | 0.00 | 392.80K |
MICROSOFT CORPSOLE | COM | 20.52K | SH | $10.63M 2.85% | 0.00 | 0.00 | 20.52K |
DYCOM INDS INCSOLE | COM | 33.81K | SH | $9.86M 2.64% | 0.00 | 0.00 | 33.81K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 129.10K | SH | $9.86M 2.64% | 0.00 | 0.00 | 129.10K |
MASTEC INCSOLE | COM | 42.16K | SH | $8.97M 2.41% | 0.00 | 0.00 | 42.16K |
GE VERNOVA INCSOLE | COM | 13.79K | SH | $8.48M 2.27% | 0.00 | 0.00 | 13.79K |
ALASKA AIR GROUP INCSOLE | COM | 165.94K | SH | $8.26M 2.21% | 0.00 | 0.00 | 165.94K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 46.04K | SH | $8.23M 2.21% | 0.00 | 0.00 | 46.04K |
LENNAR CORPSOLE | CL A | 64.22K | SH | $8.09M 2.17% | 0.00 | 0.00 | 64.22K |
MEDTRONIC PLCSOLE | SHS | 83.07K | SH | $7.91M 2.12% | 0.00 | 0.00 | 83.07K |
GRANITE CONSTR INCSOLE | COM | 67.61K | SH | $7.41M 1.99% | 0.00 | 0.00 | 67.61K |
BANK AMERICA CORPSOLE | COM | 141.50K | SH | $7.30M 1.96% | 0.00 | 0.00 | 141.50K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 38.23K | SH | $7.25M 1.94% | 0.00 | 0.00 | 38.23K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 14.72K | SH | $7.22M 1.94% | 0.00 | 0.00 | 14.72K |
VIKING THERAPEUTICS INCSOLE | COM | 266.84K | SH | $7.01M 1.88% | 0.00 | 0.00 | 266.84K |
EATON CORP PLCSOLE | COM | 17.75K | SH | $6.64M 1.78% | 0.00 | 0.00 | 17.75K |
ELI LILLY & COSOLE | COM | 8.70K | SH | $6.64M 1.78% | 0.00 | 0.00 | 8.70K |
UBER TECHNOLOGIES INCSOLE | COM | 66.82K | SH | $6.55M 1.75% | 0.00 | 0.00 | 66.82K |
AMAZON COM INCSOLE | COM | 29.50K | SH | $6.48M 1.74% | 0.00 | 0.00 | 29.50K |
ARISTA NETWORKS INCSOLE | COM | 43.62K | SH | $6.36M 1.70% | 0.00 | 0.00 | 43.62K |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 80.64K | SH | $6.06M 1.62% | 0.00 | 0.00 | 80.64K |
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