First Washington CORP
- SEC CIK
- 0001390043
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 53
- −3 vs. Q3 2024
- Portfolio value
- $282.9M
- +$31.2M (+12.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PCARPaccar Inc | COM | 370,889 | $38.6M | 13.6% | +18,800+5.3% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 324,319 | $31.4M | 11.1% | +221,469+215.3% | Added | – |
| ALKAlaska Air Group, Inc. | COM | 166,270 | $10.8M | 3.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 23,364 | $9.85M | 3.5% | −69−0.3% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 27,089 | $8.91M | 3.1% | −48−0.2% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,633 | $8.58M | 3.0% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 8,923 | $8.18M | 2.9% | −32−0.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 35,608 | $7.81M | 2.8% | −138−0.4% | Reduced | History |
| GVAGranite Construction Inc | COM | 81,216 | $7.12M | 2.5% | −370−0.5% | Reduced | History |
| MTZMastec Inc | COM | 48,680 | $6.63M | 2.3% | −7,316−13.1% | Reduced | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 80,809 | $6.32M | 2.2% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 141,764 | $6.23M | 2.2% | 00.0% | Unchanged | History |
| VCELVericel Corp | COM | 111,145 | $6.10M | 2.2% | 00.0% | Unchanged | History |
| DYDycom Industries Inc | COM | 33,811 | $5.89M | 2.1% | 00.0% | Unchanged | History |
| CTLPCantaloupe, Inc. | COM | 608,306 | $5.78M | 2.0% | −1,414−0.2% | Reduced | History |
| FFord Motor Co | Stock | 566,469 | $5.61M | 2.0% | +100,918+21.7% | Added | History |
| LLYEli Lilly & Co | Stock | 7,233 | $5.58M | 2.0% | +7,233 | New | History |
| DARDarling Ingredients Inc. | COM | 162,959 | $5.49M | 1.9% | 00.0% | Unchanged | History |
| ANETArista Networks, Inc. | Stock | 46,880 | $5.18M | 1.8% | +8,308+21.5% | AddedConverted for a 4-for-1 split | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 14,751 | $5.05M | 1.8% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 21,191 | $4.91M | 1.7% | −195−0.9% | Reduced | History |
| LSEALandsea Homes Corp | COM | 577,813 | $4.91M | 1.7% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 29,862 | $4.45M | 1.6% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 129,841 | $4.40M | 1.6% | −2,823−2.1% | Reduced | – |
| CMECME Group Inc. | COM | 18,541 | $4.31M | 1.5% | 00.0% | Unchanged | History |
| LASRNlight, Inc. | COM | 397,391 | $4.17M | 1.5% | +71,414+21.9% | Added | History |
| TENBTenable Holdings, Inc. | COM | 103,763 | $4.09M | 1.4% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 66,817 | $4.03M | 1.4% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 11,922 | $3.96M | 1.4% | +11,922 | New | History |
| MUMicron Technology Inc | Stock | 44,117 | $3.71M | 1.3% | +7,155+19.4% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 17,372 | $3.39M | 1.2% | 00.0% | Unchanged | History |
| ZSZscaler, Inc. | Stock | 18,566 | $3.35M | 1.2% | +3,360+22.1% | Added | History |
| CLFCleveland-Cliffs Inc. | COM | 351,117 | $3.30M | 1.2% | +47,776+15.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 17,176 | $3.25M | 1.1% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 23,283 | $3.18M | 1.1% | +11,768+102.2% | Added | History |
| NDAQNasdaq, Inc. | COM | 40,968 | $3.17M | 1.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 37,746 | $3.02M | 1.1% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 15,410 | $2.97M | 1.1% | 00.0% | Unchanged | History |
| EQTEQT Corp | Stock | 61,366 | $2.83M | 1.0% | 00.0% | Unchanged | History |
| VKTXViking Therapeutics, Inc. | COM | 59,117 | $2.38M | 0.8% | 00.0% | Unchanged | History |
| NWNNorthwest Natural Holding Co | COM | 60,132 | $2.38M | 0.8% | 00.0% | Unchanged | History |
| MRVLMarvell Technology, Inc. | COM | 17,397 | $1.92M | 0.7% | 00.0% | Unchanged | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 31,420 | $1.62M | 0.6% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 5,550 | $1.39M | 0.5% | 00.0% | Unchanged | History |
| GNRCGenerac Holdings Inc. | Stock | 8,155 | $1.26M | 0.4% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,308 | $1.18M | 0.4% | −94−3.9% | Reduced | – |
| DVNDevon Energy Corp | Stock | 32,807 | $1.07M | 0.4% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 10,330 | $1.03M | 0.4% | −152−1.5% | Reduced | History |
| QCOMQualcomm Inc | Stock | 5,298 | $813.9K | 0.3% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,719 | $449.2K | 0.2% | 00.0% | Unchanged | History |
| ZZillow Group, Inc. | CL C CAP STK | 5,000 | $370.3K | 0.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 650 | $294.6K | 0.1% | 00.0% | Unchanged | History |
| TRGPTarga Resources Corp. | COM | 1,519 | $271.1K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (5)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| WAFDWafd Inc | Stock | 127,905 | $4.46M | 1.8% | History |
| BABoeing Co | Stock | 24,956 | $3.79M | 1.5% | History |
| IDAIdacorp Inc | COM | 29,807 | $3.07M | 1.2% | History |
| NRGVEnergy Vault Holdings, Inc. | COM | 465,535 | $446.9K | 0.2% | History |
| ZUMZZumiez Inc | COM | 9,720 | $207.0K | 0.1% | History |