First Washington
SEATTLE, WAfiles as First Washington CORP
$411m in 51 US stocks at the end of 30 June 2026. The top 10 are 56.9% of the money. It changed about 10.9% of the portfolio this quarter.
Value
$411m
Stocks
51
Top 10 share
56.9%
Turnover
10.9%
What changed this quarter
New
Bought for the first time this quarter.
- Invesco Exchange Traded FD TRSP0.8% of the fund
- East West BancorpEWBC<0.1% of the fund
- Monolithic Power SystemsMPWR<0.1% of the fund
- Ishares TRIWM<0.1% of the fund
- Assured GuarantyAGO<0.1% of the fund
Added
Bought more of a stock they already held.
- J P Morgan Exchange Traded FJCPB19.9% of the fund+12%
- Vaneck ETF TrustGDX2.5% of the fund+32%
- Alibaba Group HldgBABA2.4% of the fund+53%
- VericelVCEL1.8% of the fund+55%
- AlphabetGOOGL1.1% of the fund+59%
- AppleAAPL1.0% of the fund+168%
Cut
Sold some of their stake.
- Micron TechnologyMU5.5% of the fund-40%
- MastecMTZ3.1% of the fund-26%
- NlightLASR2.8% of the fund-23%
- CrowdStrike HoldingsCRWD2.1% of the fund-23%
- Ishares TRAGG0.5% of the fund-53%
- Advanced Micro DevicesAMD0.3% of the fund-50%
- QualcommQCOM0.2% of the fund-25%
Sold out
Sold their entire stake.
- BrazeBRZE-100%
- AllstateALL-100%
- Cleveland-CliffsCLF-100%
- Ishares TRIGSB-100%
Holdings
- J P Morgan Exchange Traded FJCPB
- Share
- 19.9%
- Value
- $82m
- Shares
- 1,737,492
+12%
- Vaneck ETF TrustGDX
- Share
- 2.5%
- Value
- $10m
- Shares
- 134,882
+32%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.4%
- Value
- $10m
- Shares
- 13,376
Held
- Alibaba Group HldgBABA
- Share
- 2.4%
- Value
- $10m
- Shares
- 103,936
+53%
- Cboe Global MktsCBOE
- Share
- 1.3%
- Value
- $6m
- Shares
- 22,728
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.8%
- Value
- $3m
- Shares
- 14,993
New
- Ishares TRAGG
- Share
- 0.5%
- Value
- $2m
- Shares
- 19,338
-53%
- Ishares TRIWM
- Share
- <0.1%
- Value
- $204,306
- Shares
- 680
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| J P Morgan Exchange Traded FJCPB | 19.9% | $82m | 1,737,492 | +12% |
| PaccarPCAR | 8.4% | $35m | 288,639 | Held |
| Micron TechnologyMU | 5.5% | $23m | 19,657 | -40% |
| Dycom IndustriesDY | 4.1% | $17m | 32,989 | Held |
| Marvell TechnologyMRVL | 4.0% | $16m | 54,548 | Held |
| Viking TherapeuticsVKTX | 3.6% | $15m | 381,300 | Held |
| MastecMTZ | 3.1% | $13m | 31,052 | -26% |
| GE VernovaGEV | 2.9% | $12m | 10,243 | Held |
| NlightLASR | 2.8% | $12m | 166,098 | -23% |
| Granite ConstructionGVA | 2.5% | $10m | 65,390 | Held |
| Eli LillyLLY | 2.5% | $10m | 8,516 | Held |
| Vaneck ETF TrustGDX | 2.5% | $10m | 134,882 | +32% |
| State STR Spdr S&P 500 ETF TSPY | 2.4% | $10m | 13,376 | Held |
| Alibaba Group HldgBABA | 2.4% | $10m | 103,936 | +53% |
| CrowdStrike HoldingsCRWD | 2.1% | $9m | 11,225 | -23% |
| Alaska Air GroupALK | 2.1% | $8m | 162,534 | Held |
| Bank of AmericaBAC | 1.9% | $8m | 138,143 | Held |
| VericelVCEL | 1.8% | $8m | 170,355 | +55% |
| EatonETN | 1.8% | $7m | 17,348 | Held |
| Arista NetworksANET | 1.8% | $7m | 42,689 | Held |
| Amazon.comAMZN | 1.7% | $7m | 28,857 | Held |
| MicrosoftMSFT | 1.5% | $6m | 16,460 | Held |
| BroadcomAVGO | 1.5% | $6m | 16,044 | Held |
| CME GroupCME | 1.4% | $6m | 26,736 | Held |
| Costco WholesaleCOST | 1.4% | $6m | 6,273 | Held |
| LennarLEN | 1.4% | $6m | 62,900 | Held |
| Intercontinental ExchangeICE | 1.3% | $6m | 44,933 | Held |
| Cboe Global MktsCBOE | 1.3% | $6m | 22,728 | Held |
| NasdaqNDAQ | 1.3% | $5m | 66,389 | Held |
| NvidiaNVDA | 1.2% | $5m | 24,927 | Held |
| Uber TechnologiesUBER | 1.1% | $5m | 65,169 | Held |
| AlphabetGOOGL | 1.1% | $4m | 12,074 | +59% |
| AppleAAPL | 1.0% | $4m | 14,233 | +168% |
| Invesco Exchange Traded FD TRSP | 0.8% | $3m | 14,993 | New |
| Canadian Pacific Kansas CityCP | 0.7% | $3m | 32,736 | Held |
| Generac HoldingsGNRC | 0.6% | $2m | 7,956 | Held |
| ZscalerZS | 0.5% | $2m | 13,565 | Held |
| Ishares TRAGG | 0.5% | $2m | 19,338 | -53% |
| MerckMRK | 0.3% | $1m | 10,130 | Held |
| Advanced Micro DevicesAMD | 0.3% | $1m | 1,847 | -50% |
| Comfort Systems USAFIX | 0.2% | $745,213 | 376 | Held |
| QualcommQCOM | 0.2% | $734,171 | 3,973 | -25% |
| nVent ElectricNVT | 0.1% | $412,831 | 2,434 | Held |
| Targa ResourcesTRGP | <0.1% | $407,305 | 1,519 | Held |
| Berkshire HathawayBRK-B | <0.1% | $325,254 | 650 | Held |
| Acushnet HoldingsGOLF | <0.1% | $313,393 | 2,644 | Held |
| East West BancorpEWBC | <0.1% | $234,427 | 1,816 | New |
| Monolithic Power SystemsMPWR | <0.1% | $219,795 | 159 | New |
| HubbellHUBB | <0.1% | $215,035 | 411 | Held |
| Ishares TRIWM | <0.1% | $204,306 | 680 | New |
| Assured GuarantyAGO | <0.1% | $133,306 | 1,663 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 32.3% since 30 June 2025.
Where the money is
Industrials27.7%
Technology22.3%
Health care8.3%
Financial services6.1%
Retail & consumer3.1%
Everyday goods1.4%
Media & telecom1.1%
Energy0.1%
Other29.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.