2026 Q2 Portfolio Activity
In 2026 Q2, First Washington CORP maintained a portfolio of 55 distinct positions. The most significant new addition was INVESCO EXCHANGE TRADED FD T, now representing 0.76% of the total fund value. They heavily accumulated shares in EATON CORP PLC, increasing the position by 85.5%. Conversely, First Washington CORP completely exited their position in BRAZE INC.
Position History
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Total Positions
55
Quarter
2026 Q2
Top Holding
JCPB (19.5%)
Top 10 Concentration
56.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 55
First Washington CORP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
JCPB
J P MORGAN EXCH...
|
ETF | 19.53% | 20.58% |
#1
Prev: #1
|
8.0 |
—
|
192,323 | 12.4% |
P
S
|
1,737,492 | $81,557,874 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PCAR
PACCAR INC
|
Industrials | 8.30% | 9.43% |
#2
Prev: #2
|
5.8 |
—
|
no change | no change |
P
S
|
288,639 | $34,671,317 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 5.43% | 3.14% |
#3
4
Prev: #7
|
3.2 |
—
|
-13,146 | -40.1% |
P
S
|
19,657 | $22,689,879 | 2009 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DY
DYCOM INDS INC
|
Industrials | 3.99% | 3.20% |
#4
2
Prev: #6
|
2.6 |
—
|
-382 | -1.1% |
P
S
|
32,989 | $16,678,909 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 3.89% | 1.55% |
#5
21
Prev: #26
|
2.6 |
—
|
-587 | -1.1% |
P
S
|
54,548 | $16,249,304 | 2012 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VKTX
VIKING THERAPEU...
|
Healthcare | 3.56% | 3.55% |
#6
2
Prev: #4
|
1.9 |
—
|
-4,066 | -1.1% |
P
S
|
381,300 | $14,874,513 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ETN
EATON CORP PLC
|
Industrials | 3.32% | 1.77% |
#7
12
Prev: #19
|
4.3 |
—
|
14,983 | 85.5% |
P
S
|
32,510 | $13,853,161 | 2009 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MTZ
MASTEC INC
|
Industrials | 3.09% | 3.80% |
#8
5
Prev: #3
|
1.2 |
—
|
-10,669 | -25.6% |
P
S
|
31,052 | $12,919,495 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 2.88% | 2.56% |
#9
Prev: #9
|
1.7 |
—
|
-109 | -1.1% |
P
S
|
10,243 | $12,034,091 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LASR
NLIGHT INC
|
Technology | 2.77% | 3.50% |
#10
5
Prev: #5
|
1.1 |
—
|
-50,953 | -23.5% |
P
S
|
166,098 | $11,563,743 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GVA
GRANITE CONSTR ...
|
Industrials | 2.48% | 2.26% |
#11
2
Prev: #13
|
1.5 |
—
|
-1,150 | -1.7% |
P
S
|
65,390 | $10,336,851 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 2.45% | 2.24% |
#12
2
Prev: #14
|
1.5 |
—
|
-86 | -1.0% |
P
S
|
8,516 | $10,214,346 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 2.44% | 2.66% |
#13
5
Prev: #8
|
3.5 |
—
|
32,576 | 31.8% |
P
S
|
134,882 | $10,176,847 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.39% | 2.50% |
#14
4
Prev: #10
|
1.5 |
—
|
-200 | -1.5% |
P
S
|
13,376 | $9,988,796 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 2.39% | 2.41% |
#15
4
Prev: #11
|
4.0 |
—
|
35,923 | 52.8% |
P
S
|
103,936 | $9,975,777 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 2.05% | 1.61% |
#16
8
Prev: #24
|
0.8 |
—
|
-3,345 | -23.0% |
P
S
|
11,225 | $8,566,247 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ALK
ALASKA AIR GROU...
|
Industrials | 2.03% | 1.71% |
#17
5
Prev: #22
|
1.3 |
—
|
-1,684 | -1.0% |
P
S
|
162,534 | $8,484,275 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 1.89% | 1.93% |
#18
2
Prev: #16
|
1.3 |
—
|
-1,549 | -1.1% |
P
S
|
138,143 | $7,871,388 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VCEL
VERICEL CORP
|
Healthcare | 1.82% | 1.00% |
#19
14
Prev: #33
|
3.7 |
—
|
60,596 | 55.2% |
P
S
|
170,355 | $7,579,094 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.74% | 1.50% |
#20
7
Prev: #27
|
1.2 |
—
|
-447 | -1.0% |
P
S
|
42,689 | $7,252,007 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.65% | 1.72% |
#21
1
Prev: #20
|
1.2 |
—
|
-336 | -1.2% |
P
S
|
28,857 | $6,877,777 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.47% | 1.71% |
#22
1
Prev: #21
|
1.1 |
—
|
103 | 0.6% |
P
S
|
16,460 | $6,139,909 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.45% | 1.42% |
#23
6
Prev: #29
|
1.1 |
—
|
-173 | -1.1% |
P
S
|
16,044 | $6,060,621 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CME
CME GROUP INC
|
Financial Services | 1.41% | 2.26% |
#24
12
Prev: #12
|
1.1 |
—
|
-280 | -1.0% |
P
S
|
26,736 | $5,904,111 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.41% | 1.79% |
#25
7
Prev: #18
|
1.1 |
—
|
-65 | -1.0% |
P
S
|
6,273 | $5,868,203 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LEN
LENNAR CORP
|
Consumer Cyclical | 1.36% | 1.56% |
#26
1
Prev: #25
|
1.0 |
—
|
-681 | -1.1% |
P
S
|
62,900 | $5,691,821 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 1.32% | 2.02% |
#27
12
Prev: #15
|
1.0 |
—
|
-471 | -1.0% |
P
S
|
44,933 | $5,531,702 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CBOE
CBOE GLOBAL MKT...
|
Financial Services | 1.32% | 1.83% |
#28
11
Prev: #17
|
1.0 |
—
|
-237 | -1.0% |
P
S
|
22,728 | $5,515,404 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NDAQ
NASDAQ INC
|
Financial Services | 1.25% | 1.61% |
#29
6
Prev: #23
|
1.0 |
—
|
-685 | -1.0% |
P
S
|
66,389 | $5,232,781 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.19% | 1.24% |
#30
1
Prev: #31
|
1.0 |
—
|
-285 | -1.1% |
P
S
|
24,927 | $4,987,643 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 1.13% | 1.34% |
#31
1
Prev: #30
|
1.0 |
—
|
-788 | -1.2% |
P
S
|
65,169 | $4,702,595 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.03% | 0.62% |
#32
5
Prev: #37
|
3.4 |
—
|
4,497 | 59.4% |
P
S
|
12,074 | $4,314,885 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AAPL
APPLE INC
|
Technology | 0.99% | 0.38% |
#33
7
Prev: #40
|
3.4 |
—
|
8,924 | 168.1% |
P
S
|
14,233 | $4,118,461 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.76% | — |
#34
Prev: #—
|
3.8 |
—
|
14,993 | — |
NEW
|
14,993 | $3,190,061 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 0.68% | 0.74% |
#35
1
Prev: #36
|
0.8 |
—
|
-331 | -1.0% |
P
S
|
32,736 | $2,836,574 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GNRC
GENERAC HLDGS I...
|
Industrials | 0.56% | 0.44% |
#36
3
Prev: #39
|
0.7 |
—
|
-95 | -1.2% |
P
S
|
7,956 | $2,329,596 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ZS
ZSCALER INC
|
Technology | 0.46% | 0.54% |
#37
1
Prev: #38
|
0.7 |
—
|
-151 | -1.1% |
P
S
|
13,565 | $1,914,700 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AGG
ISHARES TR
|
ETF | 0.46% | 1.15% |
#38
6
Prev: #32
|
0.2 |
—
|
-21,597 | -52.8% |
P
S
|
19,338 | $1,914,075 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.31% | 0.34% |
#39
2
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
10,130 | $1,301,705 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.26% | 0.21% |
#40
3
Prev: #43
|
0.1 |
—
|
-1,872 | -50.3% |
P
S
|
1,847 | $1,072,941 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NVT
NVENT ELEC PLC
|
Industrials | 0.20% | 0.08% |
#41
7
Prev: #48
|
3.1 |
—
|
2,434 | 100.0% |
P
S
|
4,868 | $825,661 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FIX
COMFORT SYS USA...
|
Industrials | 0.18% | 0.15% |
#42
3
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
376 | $745,213 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.18% | 0.19% |
#43
1
Prev: #44
|
0.1 |
—
|
-1,325 | -25.0% |
P
S
|
3,973 | $734,171 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TRGP
TARGA RES CORP
|
Energy | 0.10% | 0.11% |
#44
2
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
1,519 | $407,305 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.08% | 0.09% |
#45
2
Prev: #47
|
1.0 |
—
|
no change | no change |
P
S
|
650 | $325,254 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOLF
ACUSHNET HLDGS ...
|
Consumer Cyclical | 0.08% | 0.07% |
#46
3
Prev: #49
|
1.0 |
—
|
no change | no change |
P
S
|
2,644 | $313,393 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AGO
ASSURED GUARANT...
|
Financial Services | 0.06% | — |
#47
Prev: #—
|
3.5 |
—
|
3,326 | — |
NEW
|
3,326 | $266,612 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EWBC
EAST WEST BANCO...
|
Financial Services | 0.06% | — |
#48
Prev: #—
|
3.5 |
—
|
1,816 | — |
NEW
|
1,816 | $234,427 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MPWR
MONOLITHIC PWR ...
|
Technology | 0.05% | — |
#49
Prev: #—
|
3.5 |
—
|
159 | — |
NEW
|
159 | $219,795 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HUBB
HUBBELL INC
|
Industrials | 0.05% | 0.06% |
#50
Prev: #50
|
1.0 |
—
|
no change | no change |
P
S
|
411 | $215,035 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 55 holdings