First Washington CORP
13F holdings for Q2 2026 · SEATTLE, WA · filed August 13, 2026
First Washington CORP reported $411M in 13F securities across 51 holdings for Q2 2026, in a Form 13F filed August 13, 2026. The largest positions were J P Morgan Exchange Traded F (19.9%), PCAR (8.4%), MU (5.5%). Reported value rose 16.1% from the quarter before. It opened 5 new positions, added to 7, trimmed 31 and sold out of 4.
- 13F value Q2 2026
- $411M
- Holdings
- 51
- Change vs prior quarter
- +16.1%
- Rank by 13F value
- #4,388
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F | $81.6M | 19.9% | 1,737,492 | +12.4% | Added |
| PCAR PACCAR Inc. | $34.7M | 8.4% | 288,639 | 0% | Unchanged |
| MU Micron Technology Inc. | $22.7M | 5.5% | 19,657 | -40.1% | Trimmed |
| DY Dycom Industries Inc. | $16.7M | 4.1% | 32,989 | -1.1% | Trimmed |
| MRVL Marvell Technology Inc. | $16.2M | 4.0% | 54,548 | -1.1% | Trimmed |
| VKTX Viking Therapeutics Inc. | $14.9M | 3.6% | 381,300 | -1.1% | Trimmed |
| MTZ MasTec Inc. | $12.9M | 3.1% | 31,052 | -25.6% | Trimmed |
| GEV GE Vernova Inc. | $12.0M | 2.9% | 10,243 | -1.1% | Trimmed |
| LASR nLIGHT Inc. | $11.6M | 2.8% | 166,098 | -23.5% | Trimmed |
| GVA Granite Construction Incorporated | $10.3M | 2.5% | 65,390 | -1.7% | Trimmed |
| LLY Eli Lilly and Company | $10.2M | 2.5% | 8,516 | -1.0% | Trimmed |
| Vaneck ETF Trust | $10.2M | 2.5% | 134,882 | +31.8% | Added |
| SPY State Street SPDR S&P 500 ETF Trust Unit | $10.0M | 2.4% | 13,376 | -1.5% | Trimmed |
| BABA Alibaba Group Holding Limited | $10.0M | 2.4% | 103,936 | +52.8% | Added |
| CRWD CrowdStrike Holdings Inc. | $8.6M | 2.1% | 11,225 | -23.0% | Trimmed |
| ALK Alaska Air Group Inc. | $8.5M | 2.1% | 162,534 | -1.0% | Trimmed |
| BAC Bank of America Corporation | $7.9M | 1.9% | 138,143 | -1.1% | Trimmed |
| VCEL Vericel Corporation | $7.6M | 1.8% | 170,355 | +55.2% | Added |
| Eaton Corp PLC SHS | $7.4M | 1.8% | 17,348 | -1.0% | Trimmed |
| ANET Arista Networks Inc. | $7.3M | 1.8% | 42,689 | -1.0% | Trimmed |
| AMZN Amazon.com Inc. | $6.9M | 1.7% | 28,857 | -1.2% | Trimmed |
| MSFT Microsoft Corporation | $6.1M | 1.5% | 16,460 | +0.6% | Added |
| AVGO Broadcom Inc. | $6.1M | 1.5% | 16,044 | -1.1% | Trimmed |
| CME CME Group Inc. | $5.9M | 1.4% | 26,736 | -1.0% | Trimmed |
| COST Costco Wholesale Corporation | $5.9M | 1.4% | 6,273 | -1.0% | Trimmed |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $411M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- J P Morgan Exchange Traded F Added+$9.0M
- BABA Alibaba Group Holding Limited Added+$3.4M
- Invesco Exchange Traded FD T New+$3.2M
- VCEL Vericel Corporation Added+$2.7M
- AAPL Apple Inc. Added+$2.6M
- Vaneck ETF Trust Added+$2.5M
- GOOGL Alphabet Inc. Added+$1.6M
- EWBC East West Bancorp Inc. New+$234K
- MPWR Monolithic Power Systems Inc. New+$220K
- iShares TR New+$204K
Biggest sells in Q2 2026
- MU Micron Technology Inc. Trimmed-$15.2M
- BRZE Braze Inc. Sold out-$5.2M
- MTZ MasTec Inc. Trimmed-$4.4M
- LASR nLIGHT Inc. Trimmed-$3.5M
- ALL Allstate Corporation Sold out-$3.2M
- CLF Cleveland-Cliffs Inc. Sold out-$2.9M
- CRWD CrowdStrike Holdings Inc. Trimmed-$2.6M
- iShares TR Trimmed-$2.1M
- AMD Advanced Micro Devices Inc. Trimmed-$1.1M
- IGSB iShares Short-Term Corporate Bond ETF Sold out-$874K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 5 new, 7 added, 31 trimmed, 4 sold out.
Sector mix
- Not listed with us25.6%
- Technology24.6%
- Industrials19.0%
- Consumer Discretionary10.8%
- Health Care8.3%
- Finance6.0%
- Funds and other2.5%
- Telecommunications1.8%
- n/a1.3%
- Utilities0.1%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| LEN Lennar Corporation | $5.7M | 1.4% | 62,900 | -1.1% | Trimmed |
| ICE Intercontinental Exchange Inc. | $5.5M | 1.3% | 44,933 | -1.0% | Trimmed |
| CBOE Cboe Global Markets, Inc. | $5.5M | 1.3% | 22,728 | -1.0% | Trimmed |
| NDAQ Nasdaq Inc. | $5.2M | 1.3% | 66,389 | -1.0% | Trimmed |
| NVDA NVIDIA Corporation | $5.0M | 1.2% | 24,927 | -1.1% | Trimmed |
| UBER Uber Technologies Inc. | $4.7M | 1.1% | 65,169 | -1.2% | Trimmed |
| GOOGL Alphabet Inc. | $4.3M | 1.1% | 12,074 | +59.4% | Added |
| AAPL Apple Inc. | $4.1M | 1.0% | 14,233 | +168.1% | Added |
| Invesco Exchange Traded FD T | $3.2M | 0.8% | 14,993 | New | New |
| CP Canadian Pacific Kansas City Limited | $2.8M | 0.7% | 32,736 | -1.0% | Trimmed |
| GNRC Generac Holdlings Inc. | $2.3M | 0.6% | 7,956 | -1.2% | Trimmed |
| ZS Zscaler Inc. | $1.9M | 0.5% | 13,565 | -1.1% | Trimmed |
| iShares TR | $1.9M | 0.5% | 19,338 | -52.8% | Trimmed |
| MRK Merck & Company Inc. | $1.3M | 0.3% | 10,130 | 0% | Unchanged |
| AMD Advanced Micro Devices Inc. | $1.1M | 0.3% | 1,847 | -50.3% | Trimmed |
| FIX Comfort Systems USA Inc. | $745K | 0.2% | 376 | 0% | Unchanged |
| QCOM QUALCOMM Incorporated | $734K | 0.2% | 3,973 | -25.0% | Trimmed |
| Nvent Elec PLC SHS | $413K | 0.1% | 2,434 | 0% | Unchanged |
| TRGP Targa Resources Inc. | $407K | 0.1% | 1,519 | 0% | Unchanged |
| BRK.B Berkshire Hathaway Inc. | $325K | 0.1% | 650 | 0% | Unchanged |
| GOLF Acushnet Holdings Corp. | $313K | 0.1% | 2,644 | 0% | Unchanged |
| EWBC East West Bancorp Inc. | $234K | 0.1% | 1,816 | New | New |
| MPWR Monolithic Power Systems Inc. | $220K | 0.1% | 159 | New | New |
| HUBB Hubbell Inc | $215K | 0.1% | 411 | 0% | Unchanged |
| iShares TR | $204K | 0.0% | 680 | New | New |
Showing the 50 largest of 51 share positions. The full filing on SEC EDGAR
Questions about First Washington CORP
- What does First Washington CORP own?
- In its Form 13F for Q2 2026, First Washington CORP reported 51 holdings worth $411M. The five largest were J P Morgan Exchange Traded F, PCAR, MU, DY, MRVL.
- What did First Washington CORP buy and sell in Q2 2026?
- First Washington CORP opened 5 new positions, added to 7, trimmed 31 and sold out of 4 compared with the quarter before.
- When did First Washington CORP file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 13, 2026.
From Form 13F filed by First Washington CORP (SEC CIK 0001390043) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds