First Washington CORP reported 45 positions worth $310.50M for the quarter ended Jun 30, 2026, up 20.6% on the prior quarter. It opened 3 new positions, added to 7, trimmed 28 and exited 3. Its largest holding is Paccar Inc at 11.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ETN Eaton Corp plc | +15.0K | +85.5% | $6.38M | 4.46% |
| BABA Alibaba Group Holding Ltd | +35.9K | +52.8% | $3.45M | 3.21% |
| VCEL Vericel Corp | +60.6K | +55.2% | $2.70M | 2.44% |
| AAPL Apple Inc. | +8,924 | +168.1% | $2.58M | 1.33% |
| GOOGL Alphabet Inc. | +4,497 | +59.4% | $1.61M | 1.39% |
| NVT nVent Electric plc | +2,434 | +100.0% | $412.83K | 0.266% |
| AGO Assured Guaranty Ltd | +3,326 | – | $266.61K | 0.086% |
| EWBC East West Bancorp Inc | +1,816 | – | $234.43K | 0.075% |
| MPWR Monolithic Power Systems, Inc. | +159 | – | $219.80K | 0.071% |
| MSFT Microsoft Corp | +103 | +0.6% | $38.42K | 1.98% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | -13.1K | -40.1% | $15.17M | 7.31% |
| BRZE Braze, Inc. | -221.5K | -100.0% | $5.23M | Exited |
| MTZ Mastec Inc | -10.7K | -25.6% | $4.44M | 4.16% |
| LASR Nlight, Inc. | -51.0K | -23.5% | $3.55M | 3.72% |
| ALL Allstate Corp | -15.2K | -100.0% | $3.16M | Exited |
| CLF Cleveland-Cliffs Inc. | -345.4K | -100.0% | $2.92M | Exited |
| CRWD CrowdStrike Holdings, Inc. | -13.4K | -23.0% | $2.55M | 2.76% |
| AMD Advanced Micro Devices Inc | -1,872 | -50.3% | $1.09M | 0.346% |
| QCOM Qualcomm Inc | -1,325 | -25.0% | $244.85K | 0.236% |
| DY Dycom Industries Inc | -382 | -1.1% | $193.14K | 5.37% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PCAR Paccar Inc | Industrials | 288.6K | $34.67M | 11.17% | 0 | 0.0% | Unchanged | 0.05% |
| 2 | MU Micron Technology Inc | Technology | 19.7K | $22.69M | 7.31% | -13.1K | -40.1% | Reduced | 0% |
| 3 | DY Dycom Industries Inc | Industrials | 33.0K | $16.68M | 5.37% | -382 | -1.1% | Reduced | 0.11% |
| 4 | MRVL Marvell Technology, Inc. | Technology | 54.5K | $16.25M | 5.23% | -587 | -1.1% | Reduced | 0.01% |
| 5 | VKTX Viking Therapeutics, Inc. | Healthcare | 381.3K | $14.87M | 4.79% | -4,066 | -1.1% | Reduced | 0.33% |
| 6 | ETN Eaton Corp plc | Industrials | 32.5K | $13.85M | 4.46% | +15.0K | +85.5% | Added | 0.01% |
| 7 | MTZ Mastec Inc | Industrials | 31.1K | $12.92M | 4.16% | -10.7K | -25.6% | Reduced | 0.04% |
| 8 | GEV GE Vernova Inc. | Industrials | 10.2K | $12.03M | 3.88% | -109 | -1.1% | Reduced | 0% |
| 9 | LASR Nlight, Inc. | Industrials | 166.1K | $11.56M | 3.72% | -51.0K | -23.5% | Reduced | 0.29% |
| 10 | GVA Granite Construction Inc | Industrials | 65.4K | $10.34M | 3.33% | -1,150 | -1.7% | Reduced | 0.15% |
| 11 | LLY ELI LILLY & Co | Healthcare | 8,516 | $10.21M | 3.29% | -86 | -1.0% | Reduced | 0% |
| 12 | BABA Alibaba Group Holding Ltd | Technology | 103.9K | $9.98M | 3.21% | +35.9K | +52.8% | Added | 0% |
| 13 | CRWD CrowdStrike Holdings, Inc. | Technology | 44.9K | $8.57M | 2.76% | -13.4K | -23.0% | Reduced | 0% |
| 14 | ALK Alaska Air Group, Inc. | Industrials | 162.5K | $8.48M | 2.73% | -1,684 | -1.0% | Reduced | 0.15% |
| 15 | BAC Bank Of America Corp | Financial Services | 138.1K | $7.87M | 2.54% | -1,549 | -1.1% | Reduced | 0% |
Tip. Select a row to see that position’s full history at First Washington.
As of its Q2 2026 13F filing, First Washington CORP’s five largest positions were Paccar Inc (PCAR) at 11.2%, Micron Technology Inc (MU) at 7.3%, Dycom Industries Inc (DY) at 5.4%, Marvell Technology, Inc. (MRVL) at 5.2%, Viking Therapeutics, Inc. (VKTX) at 4.8% of the reported portfolio.
First Washington CORP reported a 13F portfolio worth $310.50M across 45 positions for Q2 2026. That is up 20.6% from the previous quarter.
Its largest purchases by value were Eaton Corp plc ($6.38M), Alibaba Group Holding Ltd ($3.45M), Vericel Corp ($2.70M). It opened 3 new positions.
Its largest sales by value were Micron Technology Inc ($15.17M), Braze, Inc. ($5.23M), Mastec Inc ($4.44M). It exited 3 positions entirely.
From the Form 13F-HR reports First Washington CORP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.