First Washington CORP
- SEC CIK
- 0001390043
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 58
- +2 vs. Q3 2025
- Portfolio value
- $386.1M
- +$13.0M (+3.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PCARPaccar Inc | COM | 390,539 | $42.8M | 11.1% | +19,650+5.3% | Added | History |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 819,415 | $38.8M | 10.0% | 00.0% | Unchanged | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 297,782 | $29.7M | 7.7% | 00.0% | Unchanged | – |
| LASRNlight, Inc. | COM | 388,799 | $14.6M | 3.8% | −3,996−1.0% | Reduced | History |
| VKTXViking Therapeutics, Inc. | COM | 387,529 | $13.6M | 3.5% | +120,686+45.2% | Added | History |
| DYDycom Industries Inc | COM | 33,429 | $11.3M | 2.9% | −382−1.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 20,366 | $9.85M | 2.6% | −155−0.8% | Reduced | History |
| MUMicron Technology Inc | Stock | 32,854 | $9.38M | 2.4% | −348−1.0% | Reduced | History |
| LLYEli Lilly & Co | Stock | 8,627 | $9.27M | 2.4% | −77−0.9% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,576 | $9.26M | 2.4% | −6,052−30.8% | Reduced | History |
| MTZMastec Inc | COM | 41,774 | $9.08M | 2.4% | −391−0.9% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 13,640 | $8.91M | 2.3% | −146−1.1% | Reduced | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 102,367 | $8.78M | 2.3% | −26,730−20.7% | Reduced | – |
| ALKAlaska Air Group, Inc. | COM | 164,307 | $8.26M | 2.1% | −1,633−1.0% | Reduced | History |
| MDTMedtronic plc | Stock | 82,487 | $7.92M | 2.1% | −579−0.7% | Reduced | History |
| BACBank of America Corp | Stock | 139,786 | $7.69M | 2.0% | −1,715−1.2% | Reduced | History |
| GVAGranite Construction Inc | COM | 66,595 | $7.68M | 2.0% | −1,014−1.5% | Reduced | History |
| BRZEBraze, Inc. | Stock | 222,997 | $7.65M | 2.0% | +222,997 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 14,578 | $6.83M | 1.8% | −143−1.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 29,209 | $6.74M | 1.7% | −296−1.0% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 45,901 | $6.73M | 1.7% | −141−0.3% | Reduced | History |
| LENLennar Corp | CL A | 63,985 | $6.58M | 1.7% | −233−0.4% | Reduced | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 79,827 | $6.55M | 1.7% | −818−1.0% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 43,254 | $5.67M | 1.5% | −366−0.8% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 16,225 | $5.62M | 1.5% | −153−0.9% | Reduced | History |
| ETNEaton Corp plc | Stock | 17,594 | $5.60M | 1.5% | −154−0.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 6,341 | $5.47M | 1.4% | −66−1.0% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 66,002 | $5.39M | 1.4% | −815−1.2% | Reduced | History |
| FISVFiserv Inc | Stock | 77,287 | $5.19M | 1.3% | +77,287 | New | History |
| CMECME Group Inc. | COM | 18,303 | $5.00M | 1.3% | −73−0.4% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 29,682 | $4.81M | 1.2% | −180−0.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 25,414 | $4.74M | 1.2% | −119−0.5% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 55,420 | $4.71M | 1.2% | −333−0.6% | Reduced | History |
| CLFCleveland-Cliffs Inc. | COM | 347,533 | $4.62M | 1.2% | −2,410−0.7% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 17,265 | $4.33M | 1.1% | −107−0.6% | Reduced | History |
| DARDarling Ingredients Inc. | COM | 116,733 | $4.20M | 1.1% | −44,844−27.8% | Reduced | History |
| VCELVericel Corp | COM | 109,831 | $3.96M | 1.0% | −1,314−1.2% | Reduced | History |
| NDAQNasdaq, Inc. | COM | 40,668 | $3.95M | 1.0% | −300−0.7% | Reduced | History |
| ALLAllstate Corp | Stock | 15,227 | $3.17M | 0.8% | −152−1.0% | Reduced | History |
| EQTEQT Corp | Stock | 59,106 | $3.17M | 0.8% | −2,041−3.3% | Reduced | History |
| ZSZscaler, Inc. | Stock | 13,724 | $3.09M | 0.8% | −475−3.3% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 33,086 | $2.44M | 0.6% | −353−1.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 7,582 | $2.37M | 0.6% | −83−1.1% | Reduced | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 31,420 | $1.66M | 0.4% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 5,313 | $1.44M | 0.4% | −65−1.2% | Reduced | History |
| GNRCGenerac Holdings Inc. | Stock | 8,057 | $1.10M | 0.3% | −98−1.2% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 10,130 | $1.07M | 0.3% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 25,409 | $930.7K | 0.2% | −7,671−23.2% | Reduced | History |
| QCOMQualcomm Inc | Stock | 5,298 | $906.2K | 0.2% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,719 | $796.5K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 7,577 | $760.6K | 0.2% | −52,104−87.3% | Reduced | – |
| FIXComfort Systems USA Inc | COM | 376 | $350.9K | 0.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 650 | $326.7K | 0.1% | 00.0% | Unchanged | History |
| ZZillow Group, Inc. | CL C CAP STK | 4,500 | $307.0K | 0.1% | 00.0% | Unchanged | History |
| TRGPTarga Resources Corp. | COM | 1,519 | $280.3K | 0.1% | 00.0% | Unchanged | History |
| NVTnVent Electric plc | SHS | 2,434 | $248.2K | 0.1% | 00.0% | Unchanged | History |
| GOLFAcushnet Holdings Corp. | COM | 2,644 | $211.0K | 0.1% | 00.0% | Unchanged | History |
| EWBCEast West Bancorp Inc | COM | 1,816 | $204.1K | 0.1% | +1,816 | New | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 38,227 | $7.25M | 1.9% | – |