Q2 2026 13F · SEC CIK 1390043

First Washington CORP

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $417.5M
Reported positions: 51
Top holdings a year, 3 yrs: +17.9%
Assets under management: $501.2M

First Washington CORP is a wealth manager that reported 51 positions worth $417.5M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were J P Morgan Exchange Traded F (JCPB, 19.5%), Paccar Inc (PCAR, 8.3%), Micron Technology Inc (MU, 5.4%). A portfolio copying its top holdings returned 17.9% a year over the last 3 years, against 20.4% for the S&P 500.

First Washington CORP holdings largest 50 of 51 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

First Washington CORP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
JCPBJ P Morgan Exchange Traded F	19.5%	20.6%	1,737,492	+12.4%	$81.6M
PCARPaccar Inc	8.3%	9.4%	288,639	+0.0%	$34.7M
MUMicron Technology Inc	5.4%	3.1%	19,657	-40.1%	$22.7M
DYDycom Inds Inc	4.0%	3.2%	32,989	-1.1%	$16.7M
MRVLMarvell Technology Inc	3.9%	1.5%	54,548	-1.1%	$16.2M
VKTXViking Therapeutics Inc	3.6%	3.5%	381,300	-1.1%	$14.9M
ETNEaton Corp PLC	3.3%	1.8%	32,510	+85.5%	$13.9M
MTZMasTec Inc	3.1%	3.8%	31,052	-25.6%	$12.9M
GEVGe Vernova Inc	2.9%	2.6%	10,243	-1.1%	$12.0M
LASRNlight Inc	2.8%	3.5%	166,098	-23.5%	$11.6M
GVAGranite Constr Inc	2.5%	2.3%	65,390	-1.7%	$10.3M
LLYEli Lilly & Co	2.4%	2.2%	8,516	-1.0%	$10.2M
GDXVaneck ETF Trust	2.4%	2.7%	134,882	+31.8%	$10.2M
SPYState Str Spdr S&p 500 ETF T	2.4%	2.5%	13,376	-1.5%	$10.0M
BABAAlibaba Group Hldg Ltd	2.4%	2.4%	103,936	+52.8%	$10.0M
CRWDCrowdstrike Hldgs Inc	2.1%	1.6%	11,225	-23.0%	$8.6M
ALKAlaska Air Group Inc	2.0%	1.7%	162,534	-1.0%	$8.5M
BACBank of Amer Corp	1.9%	1.9%	138,143	-1.1%	$7.9M
VCELVericel Corp	1.8%	1.0%	170,355	+55.2%	$7.6M
ANETArista Networks Inc	1.7%	1.5%	42,689	-1.0%	$7.3M
AMZNAmazon Com Inc	1.6%	1.7%	28,857	-1.2%	$6.9M
MSFTMicrosoft Corp	1.5%	1.7%	16,460	+0.6%	$6.1M
AVGOBroadcom Inc	1.5%	1.4%	16,044	-1.1%	$6.1M
CMECme Group Inc	1.4%	2.3%	26,736	-1.0%	$5.9M
COSTCostco Wholesale Corporation	1.4%	1.8%	6,273	-1.0%	$5.9M
LENLennar Corp	1.4%	1.6%	62,900	-1.1%	$5.7M
ICEIntercontinental Exchange Inc	1.3%	2.0%	44,933	-1.0%	$5.5M
CBOECboe Global Mkts Inc	1.3%	1.8%	22,728	-1.0%	$5.5M
NDAQNasdaq Inc	1.3%	1.6%	66,389	-1.0%	$5.2M
NVDANvidia Corporation	1.2%	1.2%	24,927	-1.1%	$5.0M
UBERUber Technologies Inc	1.1%	1.3%	65,169	-1.2%	$4.7M
GOOGLAlphabet Inc	1.0%	0.6%	12,074	+59.4%	$4.3M
AAPLApple Inc	1.0%	0.4%	14,233	+168.1%	$4.1M
RSPInvesco Exchange Traded Fd T	0.8%	New	14,993	—	$3.2M
CPCanadian Pacific Kansas City	0.7%	0.7%	32,736	-1.0%	$2.8M
GNRCGenerac Hldgs Inc	0.6%	0.4%	7,956	-1.2%	$2.3M
ZSZscaler Inc	0.5%	0.5%	13,565	-1.1%	$1.9M
AGGIshares Tr	0.5%	1.1%	19,338	-52.8%	$1.9M
MRKMerck & Co Inc	0.3%	0.3%	10,130	+0.0%	$1.3M
AMDAdvanced Micro Devices Inc	0.3%	0.2%	1,847	-50.3%	$1.1M
NVTNvent Elec PLC	0.2%	0.1%	4,868	+100.0%	$826K
FIXComfort Sys USA Inc	0.2%	0.1%	376	+0.0%	$745K
QCOMQualcomm Inc	0.2%	0.2%	3,973	-25.0%	$734K
TRGPTarga Res Corp	0.1%	0.1%	1,519	+0.0%	$407K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	650	+0.0%	$325K
GOLFAcushnet Holdings Co	0.1%	0.1%	2,644	+0.0%	$313K
AGOAssured Guaranty Ltd	0.1%	New	3,326	—	$267K
EWBCEast West Bancorp Inc	0.1%	New	1,816	—	$234K
MPWRMonolithic Pwr Sys Inc	0.1%	New	159	—	$220K
HUBBHubbell Inc	0.1%	0.1%	411	+0.0%	$215K

What First Washington CORP bought and sold in Q2 2026, against Q1 2026.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +28.1% /yr; S&P 500 +20.1%
3 years: +17.9% /yr; S&P 500 +20.4%
5 years: +8.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$417.5M	51
Q1 2026	$353.5M	50
Q4 2025	$386.1M	58
Q3 2025	$373.0M	56
Q2 2025	$310.2M	53
Q1 2025	$284.9M	57
Q4 2024	$282.9M	53
Q3 2024	$251.7M	56
Q2 2024	$270.1M	58
Q1 2024	$261.6M	56
Q4 2023	$260.1M	55
Q3 2023	$247.5M	58

Questions about First Washington CORP's portfolio

What stocks does First Washington CORP own?

First Washington CORP's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 51 positions worth $417.5M. The largest are J P Morgan Exchange Traded F (JCPB) at 19.5%, Paccar Inc (PCAR) at 8.3%, Micron Technology Inc (MU) at 5.4%, Dycom Inds Inc (DY) at 4.0% and Marvell Technology Inc (MRVL) at 3.9%.

What did First Washington CORP buy last quarter?

In Q2 2026, First Washington CORP added a new position in Invesco Exchange Traded Fd T (RSP), a new position in Assured Guaranty Ltd (AGO), a new position in East West Bancorp Inc (EWBC), a new position in Monolithic Pwr Sys Inc (MPWR), Apple Inc (AAPL) (+168.1% shares), Nvent Elec PLC (NVT) (+100.0% shares) and Eaton Corp PLC (ETN) (+85.5% shares), compared with its Q1 2026 filing.

What did First Washington CORP sell last quarter?

In Q2 2026, First Washington CORP cut from its top 50 Braze Inc (BRZE), cut from its top 50 Allstate Corp (ALL), cut from its top 50 Cleveland-Cliffs Inc New (CLF), cut from its top 50 Ishares Tr (IGSB), Ishares Tr (AGG) (-52.8% shares), Advanced Micro Devices Inc (AMD) (-50.3% shares) and Micron Technology Inc (MU) (-40.1% shares), compared with its Q1 2026 filing.

How has First Washington CORP's portfolio performed?

A portfolio copying First Washington CORP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +28.1% against +20.1%. Over 5 years: +8.4% a year against +11.6%.

When is First Washington CORP's next 13F filing due?

13F filings are due 45 days after each quarter ends. First Washington CORP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does First Washington CORP manage?

First Washington CORP reported $501.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $417.5M.