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Livermore
Livermore
ZHEN

First Washington CORP

SEC CIK
0001390043
Latest filing
Aug 13, 2026

The latest 13F from First Washington CORP covers Q2 2026 (filed Aug 13, 2026): 51 long positions worth $410.5M. The top 10 holdings make up 56.9% of the portfolio, and the largest is J P Morgan Exchange Traded F at 19.9%. Livermore has 25 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$3.98M
Added
7
Est. +$21.9M
Reduced
31
Est. −$31.3M
Sold out
4
Est. −$12.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. J P Morgan Exchange Traded F46641Q670
    19.9%$81.6M
  2. PCARPaccar Inc
    8.4%$34.7MHistory
  3. MUMicron Technology Inc
    5.5%$22.7MHistory
  4. DYDycom Industries Inc
    4.1%$16.7MHistory
  5. MRVLMarvell Technology, Inc.
    4.0%$16.2MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. J P Morgan Exchange Traded F46641Q670
    +$9.03MAdded
  2. BABAAlibaba Group Holding Ltd
    +$3.45MAddedHistory
  3. Invesco Exchange Traded FD T46137V357
    +$3.19MNew
  4. VCELVericel Corp
    +$2.70MAddedHistory
  5. AAPLApple Inc.
    +$2.58MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. VCELVericel Corp
    +0.85 pp1.0% → 1.8%History
  2. Invesco Exchange Traded FD T46137V357
    +0.78 pp0.0% → 0.8%
  3. AAPLApple Inc.
    +0.62 pp0.4% → 1.0%History
  4. GOOGLAlphabet Inc.
    +0.43 pp0.6% → 1.1%History
  5. EWBCEast West Bancorp Inc
    +0.06 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MUMicron Technology Inc
    −$15.2MReducedHistory
  2. BRZEBraze, Inc.
    −$5.23MSold outHistory
  3. MTZMastec Inc
    −$4.44MReducedHistory
  4. LASRNlight, Inc.
    −$3.55MReducedHistory
  5. ALLAllstate Corp
    −$3.16MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. BRZEBraze, Inc.
    −1.48 pp1.5% → 0.0%History
  2. ALLAllstate Corp
    −0.89 pp0.9% → 0.0%History
  3. CLFCleveland-Cliffs Inc.
    −0.83 pp0.8% → 0.0%History
  4. CMECME Group Inc.
    −0.82 pp2.3% → 1.4%History
  5. LASRNlight, Inc.
    −0.68 pp3.5% → 2.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$410.5M
+$57.1M (+16.1%) vs. prior quarter
Positions
51
+1 vs. prior quarter
Top 10 concentration
56.9%
Top 10 as share of value
Turnover
6.8%
Q2 2026, one quarter
Average holding period
13.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $410.5M (Q2 2026)

Q1 2021: $253.0MQ2 2021: $268.3MQ3 2021: $274.4MQ4 2021: $258.4MQ1 2022: $247.8MQ2 2022: $215.4MQ3 2022: $198.3MQ4 2022: $204.1MQ1 2023: $202.3MQ2 2023: $228.1MQ3 2023: $247.5MQ4 2023: $260.1MQ1 2024: $261.6MQ2 2024: $270.1MQ3 2024: $251.7MQ4 2024: $282.9MQ1 2025: $284.9MQ2 2025: $310.2MQ3 2025: $373.0MQ4 2025: $386.1MQ1 2026: $353.5MQ2 2026: $410.5M
Q1 2021Q2 2026
13F filings of First Washington CORP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 2026Amended51$410.5MJ P Morgan Exchange Traded FPCARMUvs. Q1 2026SEC
Q1 2026May 14, 202650$353.5MJ P Morgan Exchange Traded FPCARMTZvs. Q4 2025SEC
Q4 2025Feb 13, 202658$386.1MPCARJ P Morgan Exchange Traded FiShares Core U.S. Aggregate Bond ETFvs. Q3 2025SEC
Q3 2025Nov 13, 202556$373.0MJ P Morgan Exchange Traded FPCARiShares Core U.S. Aggregate Bond ETFvs. Q2 2025SEC
Q2 2025Aug 12, 202553$310.2MiShares Core U.S. Aggregate Bond ETFPCARSPYvs. Q1 2025SEC
Q1 2025May 14, 202557$284.9MiShares Core U.S. Aggregate Bond ETFPCARSPYvs. Q4 2024SEC
Q4 2024Feb 13, 202553$282.9MPCARiShares Core U.S. Aggregate Bond ETFALKvs. Q3 2024SEC
Q3 2024Nov 13, 202456$251.7MPCARiShares Core U.S. Aggregate Bond ETFMSFTvs. Q2 2024SEC
Q2 2024Aug 12, 202458$270.1MPCARSPYMSFTvs. Q1 2024SEC
Q1 2024May 13, 202456$261.6MPCARSPYMSFTvs. Q4 2023SEC
Q4 2023Feb 14, 202455$260.1MPCARMSFTBACvs. Q3 2023SEC
Q3 2023Nov 13, 202358$247.5MPCARSPYMSFTvs. Q2 2023SEC
Q2 2023Aug 11, 202354$228.1MPCARSPYMSFTvs. Q1 2023SEC
Q1 2023May 12, 2023Amended56$202.3MPCARBACSPYvs. Q4 2022SEC
Q4 2022Feb 14, 2023Amended58$204.1MPCARSPYMSFTvs. Q3 2022SEC
Q3 2022Nov 10, 202262$198.3MSPYPCARMSFTvs. Q2 2022SEC
Q2 2022Aug 10, 202260$215.4MMSFTSPYPCARvs. Q1 2022SEC
Q1 2022May 11, 202261$247.8MMSFTSPYPCARvs. Q4 2021SEC
Q4 2021Feb 10, 202279$258.4MPCARMSFTSPYvs. Q3 2021SEC
Q3 2021Nov 12, 202181$274.4MPCARMSFTSPYvs. Q2 2021SEC
Q2 2021Aug 12, 202180$268.3MPCARMSFTSPYvs. Q1 2021SEC
Q1 2021May 13, 202180$253.0MPCARDYMSFT–SEC