First Washington CORP
- SEC CIK
- 0001390043
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 54
- −2 vs. Q1 2023
- Portfolio value
- $228.1M
- +$25.8M (+12.8%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ZUMZZumiez Inc | COM | 12,336 | $205.5K | 0.1% | +12,336 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 650 | $221.7K | 0.1% | 00.0% | Unchanged | History |
| ZZillow Group, Inc. | CL C CAP STK | 5,000 | $251.3K | 0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,719 | $423.6K | 0.2% | 00.0% | Unchanged | History |
| PGENPrecigen, Inc. | COM | 592,975 | $681.9K | 0.3% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 7,908 | $941.4K | 0.4% | 00.0% | Unchanged | History |
| STIMNeuronetics, Inc. | COM | 496,345 | $1.07M | 0.5% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,068 | $1.13M | 0.5% | −2,605−45.9% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 10,482 | $1.21M | 0.5% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,892 | $1.45M | 0.6% | 00.0% | Unchanged | History |
| LUVSouthwest Airlines Co | COM | 41,224 | $1.49M | 0.7% | 00.0% | Unchanged | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 31,420 | $1.58M | 0.7% | 00.0% | Unchanged | – |
| LAZLazard, Inc. | SHS A | 50,000 | $1.60M | 0.7% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 40,152 | $1.94M | 0.9% | 00.0% | Unchanged | History |
| NDAQNasdaq, Inc. | COM | 42,913 | $2.14M | 0.9% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 13,618 | $2.40M | 1.1% | 00.0% | Unchanged | History |
| NRGVEnergy Vault Holdings, Inc. | COM | 906,911 | $2.48M | 1.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 21,125 | $2.53M | 1.1% | 00.0% | Unchanged | History |
| DZSIDZS Inc. | COM | 643,078 | $2.55M | 1.1% | +130,000+25.3% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 19,308 | $2.66M | 1.2% | 00.0% | Unchanged | History |
| EQTEQT Corp | Stock | 75,489 | $3.10M | 1.4% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 26,436 | $3.31M | 1.5% | 00.0% | Unchanged | History |
| FIVNFive9, Inc. | COM | 42,459 | $3.50M | 1.5% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 18,523 | $3.59M | 1.6% | −8,727−32.0% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 32,571 | $3.68M | 1.6% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 20,157 | $3.73M | 1.6% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 14,879 | $3.89M | 1.7% | −4,250−22.2% | Reduced | History |
| TENBTenable Holdings, Inc. | COM | 93,025 | $4.05M | 1.8% | +19,878+27.2% | Added | History |
| ALKAlaska Air Group, Inc. | COM | 76,555 | $4.07M | 1.8% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 46,471 | $4.09M | 1.8% | 00.0% | Unchanged | History |
| TXNMTXNM Energy Inc | COM | 92,167 | $4.16M | 1.8% | +92,167 | New | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 473,462 | $4.16M | 1.8% | +193,445+69.1% | Added | History |
| IDAIdacorp Inc | COM | 40,703 | $4.18M | 1.8% | +40,703 | New | History |
| UBERUber Technologies, Inc | Stock | 97,617 | $4.21M | 1.8% | 00.0% | Unchanged | History |
| GVAGranite Construction Inc | COM | 112,394 | $4.47M | 2.0% | 00.0% | Unchanged | History |
| CLFCleveland-Cliffs Inc. | COM | 286,685 | $4.80M | 2.1% | 00.0% | Unchanged | History |
| Atech (Parent) Resolution Corp.00973N102 | COM | 1,613,743 | $5.13M | 2.3% | 00.0% | Unchanged | – |
| DARDarling Ingredients Inc. | COM | 81,119 | $5.17M | 2.3% | 00.0% | Unchanged | History |
| SUMSummit Materials, Inc. | CL A | 145,041 | $5.49M | 2.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 42,992 | $5.60M | 2.5% | 00.0% | Unchanged | History |
| CTLPCantaloupe, Inc. | COM | 706,172 | $5.62M | 2.5% | 00.0% | Unchanged | History |
| VICRVicor Corp | COM | 106,999 | $5.78M | 2.5% | 00.0% | Unchanged | History |
| VCELVericel Corp | COM | 154,597 | $5.81M | 2.5% | 00.0% | Unchanged | History |
| LASRNlight, Inc. | COM | 378,467 | $5.84M | 2.6% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 10,954 | $5.90M | 2.6% | 00.0% | Unchanged | History |
| DYDycom Industries Inc | COM | 56,132 | $6.38M | 2.8% | 00.0% | Unchanged | History |
| ZUOZuora Inc | COM CL A | 600,817 | $6.59M | 2.9% | 00.0% | Unchanged | History |
| WAFDWafd Inc | Stock | 272,969 | $7.24M | 3.2% | +272,969 | New | History |
| LSEALandsea Homes Corp | COM | 954,242 | $8.91M | 3.9% | +27,957+3.0% | Added | History |
| MTZMastec Inc | COM | 78,116 | $9.22M | 4.0% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 343,038 | $9.84M | 4.3% | −50,000−12.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 33,934 | $11.6M | 5.1% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,091 | $11.6M | 5.1% | 00.0% | Unchanged | History |
| PCARPaccar Inc | COM | 172,743 | $14.4M | 6.3% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (6)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| FFord Motor Co | Stock | 311,334 | $3.92M | 1.9% | History |
| MTCHMatch Group, Inc. | COM | 97,977 | $3.76M | 1.9% | History |
| BXBlackstone Inc. | COM | 25,000 | $2.20M | 1.1% | History |
| ZSZscaler, Inc. | Stock | 12,321 | $1.44M | 0.7% | History |
| FISVFiserv Inc | Stock | 6,500 | $734.7K | 0.4% | History |
| PFEPfizer Inc | Stock | 5,000 | $204.0K | 0.1% | History |