Filed: 8/13/2026ACC: 0001390043-26-000003
📋 What this filing means
FIRST WASHINGTON CORP filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $417.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$417.53M
Total AUM (reported)
4.13M
Total Shares
Allocation by class
COM$259.70M62.2%
CORE PLUS BD ETF$81.56M19.5%
SHS$14.68M3.5%
CL A$14.26M3.4%
GOLD MINERS ETF$10.18M2.4%
TR UNIT$9.99M2.4%
SPONSORED ADS$9.98M2.4%
Portfolio Concentration
Top 3$138.92M33.3%
4–10$98.17M23.5%
11–25$121.30M29.1%
Rest$59.15M14.2%
Top 3 weight
33.3%
Top 10 weight
56.8%
Voting Authority Distribution
Total shares with voting rights: 4.13M
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
4.13M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings51
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares1.74M
TypeSH
Market value$81.56M
19.53%
Sole
0.00
Shared
0.00
None
1.74M
PACCAR INC
SOLEShares288.64K
TypeSH
Market value$34.67M
8.30%
Sole
0.00
Shared
0.00
None
288.64K
MICRON TECHNOLOGY INC
SOLEShares19.66K
TypeSH
Market value$22.69M
5.43%
Sole
0.00
Shared
0.00
None
19.66K
DYCOM INDS INC
SOLEShares32.99K
TypeSH
Market value$16.68M
3.99%
Sole
0.00
Shared
0.00
None
32.99K
MARVELL TECHNOLOGY INC
SOLEShares54.55K
TypeSH
Market value$16.25M
3.89%
Sole
0.00
Shared
0.00
None
54.55K
VIKING THERAPEUTICS INC
SOLEShares381.30K
TypeSH
Market value$14.87M
3.56%
Sole
0.00
Shared
0.00
None
381.30K
EATON CORP PLC
SOLEShares32.51K
TypeSH
Market value$13.85M
3.32%
Sole
0.00
Shared
0.00
None
32.51K
MASTEC INC
SOLEShares31.05K
TypeSH
Market value$12.92M
3.09%
Sole
0.00
Shared
0.00
None
31.05K
GE VERNOVA INC
SOLEShares10.24K
TypeSH
Market value$12.03M
2.88%
Sole
0.00
Shared
0.00
None
10.24K
NLIGHT INC
SOLEShares166.10K
TypeSH
Market value$11.56M
2.77%
Sole
0.00
Shared
0.00
None
166.10K
GRANITE CONSTR INC
SOLEShares65.39K
TypeSH
Market value$10.34M
2.48%
Sole
0.00
Shared
0.00
None
65.39K
ELI LILLY & CO
SOLEShares8.52K
TypeSH
Market value$10.21M
2.45%
Sole
0.00
Shared
0.00
None
8.52K
VANECK ETF TRUST
SOLEShares134.88K
TypeSH
Market value$10.18M
2.44%
Sole
0.00
Shared
0.00
None
134.88K
STATE STR SPDR S&P 500 ETF T
SOLEShares13.38K
TypeSH
Market value$9.99M
2.39%
Sole
0.00
Shared
0.00
None
13.38K
ALIBABA GROUP HLDG LTD
SOLEShares103.94K
TypeSH
Market value$9.98M
2.39%
Sole
0.00
Shared
0.00
None
103.94K
CROWDSTRIKE HLDGS INC
SOLEShares11.22K
TypeSH
Market value$8.57M
2.05%
Sole
0.00
Shared
0.00
None
11.22K
ALASKA AIR GROUP INC
SOLEShares162.53K
TypeSH
Market value$8.48M
2.03%
Sole
0.00
Shared
0.00
None
162.53K
BANK OF AMER CORP
SOLEShares138.14K
TypeSH
Market value$7.87M
1.89%
Sole
0.00
Shared
0.00
None
138.14K
VERICEL CORP
SOLEShares170.35K
TypeSH
Market value$7.58M
1.82%
Sole
0.00
Shared
0.00
None
170.35K
ARISTA NETWORKS INC
SOLEShares42.69K
TypeSH
Market value$7.25M
1.74%
Sole
0.00
Shared
0.00
None
42.69K
AMAZON COM INC
SOLEShares28.86K
TypeSH
Market value$6.88M
1.65%
Sole
0.00
Shared
0.00
None
28.86K
MICROSOFT CORP
SOLEShares16.46K
TypeSH
Market value$6.14M
1.47%
Sole
0.00
Shared
0.00
None
16.46K
BROADCOM INC
SOLEShares16.04K
TypeSH
Market value$6.06M
1.45%
Sole
0.00
Shared
0.00
None
16.04K
CME GROUP INC
SOLEShares26.74K
TypeSH
Market value$5.90M
1.41%
Sole
0.00
Shared
0.00
None
26.74K
COSTCO WHOLESALE CORPORATION
SOLEShares6.27K
TypeSH
Market value$5.87M
1.41%
Sole
0.00
Shared
0.00
None
6.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 1.74M | SH | $81.56M 19.53% | 0.00 | 0.00 | 1.74M |
PACCAR INCSOLE | COM | 288.64K | SH | $34.67M 8.30% | 0.00 | 0.00 | 288.64K |
MICRON TECHNOLOGY INCSOLE | COM | 19.66K | SH | $22.69M 5.43% | 0.00 | 0.00 | 19.66K |
DYCOM INDS INCSOLE | COM | 32.99K | SH | $16.68M 3.99% | 0.00 | 0.00 | 32.99K |
MARVELL TECHNOLOGY INCSOLE | COM | 54.55K | SH | $16.25M 3.89% | 0.00 | 0.00 | 54.55K |
VIKING THERAPEUTICS INCSOLE | COM | 381.30K | SH | $14.87M 3.56% | 0.00 | 0.00 | 381.30K |
EATON CORP PLCSOLE | SHS | 32.51K | SH | $13.85M 3.32% | 0.00 | 0.00 | 32.51K |
MASTEC INCSOLE | COM | 31.05K | SH | $12.92M 3.09% | 0.00 | 0.00 | 31.05K |
GE VERNOVA INCSOLE | COM | 10.24K | SH | $12.03M 2.88% | 0.00 | 0.00 | 10.24K |
NLIGHT INCSOLE | COM | 166.10K | SH | $11.56M 2.77% | 0.00 | 0.00 | 166.10K |
GRANITE CONSTR INCSOLE | COM | 65.39K | SH | $10.34M 2.48% | 0.00 | 0.00 | 65.39K |
ELI LILLY & COSOLE | COM | 8.52K | SH | $10.21M 2.45% | 0.00 | 0.00 | 8.52K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 134.88K | SH | $10.18M 2.44% | 0.00 | 0.00 | 134.88K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 13.38K | SH | $9.99M 2.39% | 0.00 | 0.00 | 13.38K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 103.94K | SH | $9.98M 2.39% | 0.00 | 0.00 | 103.94K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 11.22K | SH | $8.57M 2.05% | 0.00 | 0.00 | 11.22K |
ALASKA AIR GROUP INCSOLE | COM | 162.53K | SH | $8.48M 2.03% | 0.00 | 0.00 | 162.53K |
BANK OF AMER CORPSOLE | COM | 138.14K | SH | $7.87M 1.89% | 0.00 | 0.00 | 138.14K |
VERICEL CORPSOLE | COM | 170.35K | SH | $7.58M 1.82% | 0.00 | 0.00 | 170.35K |
ARISTA NETWORKS INCSOLE | COM SHS | 42.69K | SH | $7.25M 1.74% | 0.00 | 0.00 | 42.69K |
AMAZON COM INCSOLE | COM | 28.86K | SH | $6.88M 1.65% | 0.00 | 0.00 | 28.86K |
MICROSOFT CORPSOLE | COM | 16.46K | SH | $6.14M 1.47% | 0.00 | 0.00 | 16.46K |
BROADCOM INCSOLE | COM | 16.04K | SH | $6.06M 1.45% | 0.00 | 0.00 | 16.04K |
CME GROUP INCSOLE | COM | 26.74K | SH | $5.90M 1.41% | 0.00 | 0.00 | 26.74K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.27K | SH | $5.87M 1.41% | 0.00 | 0.00 | 6.27K |
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