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First Washington CORP

SEC CIK
0001390043
Latest filing
Aug 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 12, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
58
+2 vs. Q1 2024
Portfolio value
$270.1M
+$8.55M (+3.3%) vs. Q1 2024
Filed
Aug 12, 2024
SEC
Holdings of First Washington CORP in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
PCARPaccar IncCOM352,089$36.2M13.4%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF23,785$12.9M4.8%+283+1.2%AddedHistory
MSFTMicrosoft CorpStock25,974$11.6M4.3%−2,783−9.7%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF102,850$9.98M3.7%+102,850New–
COSTCostco Wholesale CorpStock10,304$8.76M3.2%+97+1.0%AddedHistory
WAFDWafd IncStock250,549$7.16M2.7%+5,276+2.2%AddedHistory
GEHCGE HealthCare Technologies Inc.Stock89,122$6.94M2.6%+20,250+29.4%AddedHistory
AMZNAmazon Com IncStock35,746$6.91M2.6%+838+2.4%AddedHistory
MTZMastec IncCOM64,439$6.89M2.6%+947+1.5%AddedHistory
GVAGranite Construction IncCOM104,704$6.49M2.4%+2,090+2.0%AddedHistory
DYDycom Industries IncCOM38,124$6.43M2.4%−3,584−8.6%ReducedHistory
BACBank of America CorpStock160,845$6.40M2.4%+2,243+1.4%AddedHistory
LSEALandsea Homes CorpCOM668,971$6.15M2.3%+13,485+2.1%AddedHistory
ALKAlaska Air Group, Inc.COM146,062$5.90M2.2%+15,110+11.5%AddedHistory
VCELVericel CorpCOM126,356$5.80M2.1%+2,412+1.9%AddedHistory
NWENorthWestern Energy Group, Inc.COM NEW113,799$5.70M2.1%+2,151+1.9%AddedHistory
UBERUber Technologies, IncStock76,417$5.55M2.1%+1,140+1.5%AddedHistory
MUMicron Technology IncStock40,598$5.34M2.0%+40,598NewHistory
CLFCleveland-Cliffs Inc.COM342,381$5.27M2.0%+47,398+16.1%AddedHistory
FFord Motor CoStock411,515$5.16M1.9%+7,811+1.9%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF151,511$5.14M1.9%+2,240+1.5%Added–
GEVGE Vernova Inc.Stock29,904$5.13M1.9%+29,904NewHistory
DARDarling Ingredients Inc.COM136,213$5.01M1.9%+6,580+5.1%AddedHistory
TXNMTXNM Energy IncCOM133,990$4.95M1.8%+2,755+2.1%AddedHistory
TENBTenable Holdings, Inc.COM113,319$4.94M1.8%+38,074+50.6%AddedHistory
ICEIntercontinental Exchange, Inc.Stock34,202$4.68M1.7%+3,854+12.7%AddedHistory
BABoeing CoStock24,956$4.54M1.7%−288−1.1%ReducedHistory
CTLPCantaloupe, Inc.COM685,820$4.53M1.7%−11,092−1.6%ReducedHistory
CMECME Group Inc.COM21,231$4.17M1.5%+2,449+13.0%AddedHistory
GOOGLAlphabet Inc.Stock19,995$3.64M1.3%+404+2.1%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock9,352$3.58M1.3%+4,827+106.7%AddedHistory
MDTMedtronic plcStock44,253$3.48M1.3%+866+2.0%AddedHistory
CBOECboe Global Markets, Inc.COM19,967$3.40M1.3%+1,989+11.1%AddedHistory
NWNNorthwest Natural Holding CoCOM89,780$3.24M1.2%−24,650−21.5%ReducedHistory
IDAIdacorp IncCOM33,378$3.11M1.2%−8,993−21.2%ReducedHistory
NDAQNasdaq, Inc.COM46,504$2.80M1.0%+6,422+16.0%AddedHistory
LASRNlight, Inc.COM242,568$2.65M1.0%−9,663−3.8%ReducedHistory
EQTEQT CorpStock71,354$2.64M1.0%+1,439+2.1%AddedHistory
MMacy's, Inc.COM128,797$2.47M0.9%+2,284+1.8%AddedHistory
STIMNeuronetics, Inc.COM1,274,540$2.29M0.8%+599,455+88.8%AddedHistory
FIVNFive9, Inc.COM51,944$2.29M0.8%+22,194+74.6%AddedHistory
VKTXViking Therapeutics, Inc.COM39,690$2.10M0.8%+30,152+316.1%AddedHistory
LENLennar CorpCL A13,928$2.09M0.8%+382+2.8%AddedHistory
ZSZscaler, Inc.Stock8,514$1.64M0.6%−6,518−43.4%ReducedHistory
iShares Tr464288646ISHS 1-5YR INVS31,420$1.61M0.6%00.0%Unchanged–
DVNDevon Energy CorpStock32,807$1.56M0.6%−4,486−12.0%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF3,231$1.55M0.6%00.0%Unchanged–
MRVLMarvell Technology, Inc.COM19,860$1.39M0.5%+390+2.0%AddedHistory
AAPLApple Inc.Stock6,444$1.36M0.5%+121+1.9%AddedHistory
MRKMerck & Co., Inc.Stock10,482$1.30M0.5%00.0%UnchangedHistory
GNRCGenerac Holdings Inc.Stock9,310$1.23M0.5%+183+2.0%AddedHistory
CHPTChargePoint Holdings, Inc.COM CL A775,666$1.17M0.4%−89,128−10.3%ReducedHistory
QCOMQualcomm IncStock5,298$1.06M0.4%−2,610−33.0%ReducedHistory
AMDAdvanced Micro Devices IncStock3,719$603.3K0.2%00.0%UnchangedHistory
NRGVEnergy Vault Holdings, Inc.COM465,535$442.1K0.2%−55,494−10.7%ReducedHistory
BRK.BBerkshire Hathaway IncStock650$264.4K0.1%00.0%UnchangedHistory
ZZillow Group, Inc.CL C CAP STK5,000$231.9K0.1%00.0%UnchangedHistory
ZUMZZumiez IncCOM11,338$220.9K0.1%00.0%UnchangedHistory

Sold out since Q1 2024 (1)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of First Washington CORP sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
ZUOZuora IncCOM CL A397,808$3.63M1.4%History