First Washington Corp Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, First Washington Corp disclosed 51 stock positions valued at approximately $410.53M as of quarter-end June 30, 2026. The largest holdings include J P MORGAN EXCHANGE TRADED F, PACCAR INC, and MICRON TECHNOLOGY INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 51
- Portfolio Value
- $410.53M
Holdings by Sector
First Washington Corp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 19.87% | 1,737,492 | +192,323 | +12.45% | $81,557,874 |
| PACCAR INC | PCAR | Industrials | 8.45% | 288,639 | - | - | $34,671,317 |
| MICRON TECHNOLOGY INC | MU | Technology | 5.53% | 19,657 | -13,146 | -40.08% | $22,689,879 |
| DYCOM INDS INC | DY | Industrials | 4.06% | 32,989 | -382 | -1.14% | $16,678,909 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 3.96% | 54,548 | -587 | -1.06% | $16,249,304 |
| VIKING THERAPEUTICS INC | VKTX | Healthcare | 3.62% | 381,300 | -4,066 | -1.06% | $14,874,513 |
| MASTEC INC | MTZ | Industrials | 3.15% | 31,052 | -10,669 | -25.57% | $12,919,495 |
| GE VERNOVA INC | GEV | Utilities | 2.93% | 10,243 | -109 | -1.05% | $12,034,091 |
| NLIGHT INC | LASR | Technology | 2.82% | 166,098 | -50,953 | -23.48% | $11,563,743 |
| GRANITE CONSTR INC | GVA | Industrials | 2.52% | 65,390 | -1,150 | -1.73% | $10,336,851 |
| ELI LILLY & CO | LLY | Healthcare | 2.49% | 8,516 | -86 | -1.00% | $10,214,346 |
| VANECK ETF TRUST | GDX | Other | 2.48% | 134,882 | +32,576 | +31.84% | $10,176,847 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.43% | 13,376 | -200 | -1.47% | $9,988,796 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 2.43% | 103,936 | +35,923 | +52.82% | $9,975,777 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 2.09% | 11,225 | -3,345 | -22.96% | $8,566,247 |
| ALASKA AIR GROUP INC | ALK | Industrials | 2.07% | 162,534 | -1,684 | -1.03% | $8,484,275 |
| BANK OF AMER CORP | BAC | Financial Services | 1.92% | 138,143 | -1,549 | -1.11% | $7,871,388 |
| VERICEL CORP | VCEL | Healthcare | 1.85% | 170,355 | +60,596 | +55.21% | $7,579,094 |
| EATON CORP PLC | ETN | Other | 1.80% | 17,348 | -179 | -1.02% | $7,392,330 |
| ARISTA NETWORKS INC | ANET | Other | 1.77% | 42,689 | -447 | -1.04% | $7,252,007 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.68% | 28,857 | -336 | -1.15% | $6,877,777 |
| MICROSOFT CORP | MSFT | Technology | 1.50% | 16,460 | +103 | +0.63% | $6,139,909 |
| BROADCOM INC | AVGO | Technology | 1.48% | 16,044 | -173 | -1.07% | $6,060,621 |
| CME GROUP INC | CME | Financial Services | 1.44% | 26,736 | -280 | -1.04% | $5,904,111 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.43% | 6,273 | -65 | -1.03% | $5,868,203 |
| LENNAR CORP | LEN | Consumer Cyclical | 1.39% | 62,900 | -681 | -1.07% | $5,691,821 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 1.35% | 44,933 | -471 | -1.04% | $5,531,702 |
| CBOE GLOBAL MKTS INC | CBOE | Financial Services | 1.34% | 22,728 | -237 | -1.03% | $5,515,404 |
| NASDAQ INC | NDAQ | Financial Services | 1.27% | 66,389 | -685 | -1.02% | $5,232,781 |
| NVIDIA CORPORATION | NVDA | Technology | 1.21% | 24,927 | -285 | -1.13% | $4,987,643 |
Showing 30 of 51 holdings in the latest reporting period.