Filed: 2/13/2026ACC: 0001390043-26-000001
📋 What this filing means
FIRST WASHINGTON CORP filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $386.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$386.06M
Total AUM (reported)
4.69M
Total Shares
Allocation by class
COM$251.55M65.2%
CORE PLUS BD ETF$38.80M10.0%
CORE US AGGBD ET$29.74M7.7%
CL A$13.41M3.5%
TR UNIT$9.26M2.4%
GOLD MINERS ETF$8.78M2.3%
SHS$8.17M2.1%
Portfolio Concentration
Top 3$111.31M28.8%
4–10$77.27M20.0%
11–25$110.69M28.7%
Rest$86.79M22.5%
Top 3 weight
28.8%
Top 10 weight
48.8%
Voting Authority Distribution
Total shares with voting rights: 4.69M
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
4.69M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings58
Rows:
PACCAR INC
SOLEShares390.54K
TypeSH
Market value$42.77M
11.08%
Sole
0.00
Shared
0.00
None
390.54K
J P MORGAN EXCHANGE TRADED F
SOLEShares819.41K
TypeSH
Market value$38.80M
10.05%
Sole
0.00
Shared
0.00
None
819.41K
ISHARES TR
SOLEShares297.78K
TypeSH
Market value$29.74M
7.70%
Sole
0.00
Shared
0.00
None
297.78K
NLIGHT INC
SOLEShares388.80K
TypeSH
Market value$14.58M
3.78%
Sole
0.00
Shared
0.00
None
388.80K
VIKING THERAPEUTICS INC
SOLEShares387.53K
TypeSH
Market value$13.63M
3.53%
Sole
0.00
Shared
0.00
None
387.53K
DYCOM INDS INC
SOLEShares33.43K
TypeSH
Market value$11.30M
2.93%
Sole
0.00
Shared
0.00
None
33.43K
MICROSOFT CORP
SOLEShares20.37K
TypeSH
Market value$9.85M
2.55%
Sole
0.00
Shared
0.00
None
20.37K
MICRON TECHNOLOGY INC
SOLEShares32.85K
TypeSH
Market value$9.38M
2.43%
Sole
0.00
Shared
0.00
None
32.85K
ELI LILLY & CO
SOLEShares8.63K
TypeSH
Market value$9.27M
2.40%
Sole
0.00
Shared
0.00
None
8.63K
SPDR S&P 500 ETF TR
SOLEShares13.58K
TypeSH
Market value$9.26M
2.40%
Sole
0.00
Shared
0.00
None
13.58K
MASTEC INC
SOLEShares41.77K
TypeSH
Market value$9.08M
2.35%
Sole
0.00
Shared
0.00
None
41.77K
GE VERNOVA INC
SOLEShares13.64K
TypeSH
Market value$8.91M
2.31%
Sole
0.00
Shared
0.00
None
13.64K
VANECK ETF TRUST
SOLEShares102.37K
TypeSH
Market value$8.78M
2.27%
Sole
0.00
Shared
0.00
None
102.37K
ALASKA AIR GROUP INC
SOLEShares164.31K
TypeSH
Market value$8.26M
2.14%
Sole
0.00
Shared
0.00
None
164.31K
MEDTRONIC PLC
SOLEShares82.49K
TypeSH
Market value$7.92M
2.05%
Sole
0.00
Shared
0.00
None
82.49K
BANK AMERICA CORP
SOLEShares139.79K
TypeSH
Market value$7.69M
1.99%
Sole
0.00
Shared
0.00
None
139.79K
GRANITE CONSTR INC
SOLEShares66.59K
TypeSH
Market value$7.68M
1.99%
Sole
0.00
Shared
0.00
None
66.59K
BRAZE INC
SOLEShares223K
TypeSH
Market value$7.65M
1.98%
Sole
0.00
Shared
0.00
None
223K
CROWDSTRIKE HLDGS INC
SOLEShares14.58K
TypeSH
Market value$6.83M
1.77%
Sole
0.00
Shared
0.00
None
14.58K
AMAZON COM INC
SOLEShares29.21K
TypeSH
Market value$6.74M
1.75%
Sole
0.00
Shared
0.00
None
29.21K
ALIBABA GROUP HLDG LTD
SOLEShares45.90K
TypeSH
Market value$6.73M
1.74%
Sole
0.00
Shared
0.00
None
45.90K
LENNAR CORP
SOLEShares63.98K
TypeSH
Market value$6.58M
1.70%
Sole
0.00
Shared
0.00
None
63.98K
GE HEALTHCARE TECHNOLOGIES I
SOLEShares79.83K
TypeSH
Market value$6.55M
1.70%
Sole
0.00
Shared
0.00
None
79.83K
ARISTA NETWORKS INC
SOLEShares43.25K
TypeSH
Market value$5.67M
1.47%
Sole
0.00
Shared
0.00
None
43.25K
BROADCOM INC
SOLEShares16.23K
TypeSH
Market value$5.62M
1.45%
Sole
0.00
Shared
0.00
None
16.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PACCAR INCSOLE | COM | 390.54K | SH | $42.77M 11.08% | 0.00 | 0.00 | 390.54K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 819.41K | SH | $38.80M 10.05% | 0.00 | 0.00 | 819.41K |
ISHARES TRSOLE | CORE US AGGBD ET | 297.78K | SH | $29.74M 7.70% | 0.00 | 0.00 | 297.78K |
NLIGHT INCSOLE | COM | 388.80K | SH | $14.58M 3.78% | 0.00 | 0.00 | 388.80K |
VIKING THERAPEUTICS INCSOLE | COM | 387.53K | SH | $13.63M 3.53% | 0.00 | 0.00 | 387.53K |
DYCOM INDS INCSOLE | COM | 33.43K | SH | $11.30M 2.93% | 0.00 | 0.00 | 33.43K |
MICROSOFT CORPSOLE | COM | 20.37K | SH | $9.85M 2.55% | 0.00 | 0.00 | 20.37K |
MICRON TECHNOLOGY INCSOLE | COM | 32.85K | SH | $9.38M 2.43% | 0.00 | 0.00 | 32.85K |
ELI LILLY & COSOLE | COM | 8.63K | SH | $9.27M 2.40% | 0.00 | 0.00 | 8.63K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 13.58K | SH | $9.26M 2.40% | 0.00 | 0.00 | 13.58K |
MASTEC INCSOLE | COM | 41.77K | SH | $9.08M 2.35% | 0.00 | 0.00 | 41.77K |
GE VERNOVA INCSOLE | COM | 13.64K | SH | $8.91M 2.31% | 0.00 | 0.00 | 13.64K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 102.37K | SH | $8.78M 2.27% | 0.00 | 0.00 | 102.37K |
ALASKA AIR GROUP INCSOLE | COM | 164.31K | SH | $8.26M 2.14% | 0.00 | 0.00 | 164.31K |
MEDTRONIC PLCSOLE | SHS | 82.49K | SH | $7.92M 2.05% | 0.00 | 0.00 | 82.49K |
BANK AMERICA CORPSOLE | COM | 139.79K | SH | $7.69M 1.99% | 0.00 | 0.00 | 139.79K |
GRANITE CONSTR INCSOLE | COM | 66.59K | SH | $7.68M 1.99% | 0.00 | 0.00 | 66.59K |
BRAZE INCSOLE | COM CL A | 223K | SH | $7.65M 1.98% | 0.00 | 0.00 | 223K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 14.58K | SH | $6.83M 1.77% | 0.00 | 0.00 | 14.58K |
AMAZON COM INCSOLE | COM | 29.21K | SH | $6.74M 1.75% | 0.00 | 0.00 | 29.21K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 45.90K | SH | $6.73M 1.74% | 0.00 | 0.00 | 45.90K |
LENNAR CORPSOLE | CL A | 63.98K | SH | $6.58M 1.70% | 0.00 | 0.00 | 63.98K |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 79.83K | SH | $6.55M 1.70% | 0.00 | 0.00 | 79.83K |
ARISTA NETWORKS INCSOLE | COM | 43.25K | SH | $5.67M 1.47% | 0.00 | 0.00 | 43.25K |
BROADCOM INCSOLE | COM | 16.23K | SH | $5.62M 1.45% | 0.00 | 0.00 | 16.23K |
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