Investor
First Washington CORP
CIK 0001390043 · filed 2026-05-14 · SEC filing
13F book
$353.5M
Positions
50
1 new · 9 sold
Largest name
20.6%
J P Morgan Exchange Traded F
Est. mark
−$865.2K
Price effect on 49 names still held. Flow −$31.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F | — | 1.55M | $72.7M | 20.6% | −$221.2K | Added$33.9M |
| Paccar Inc | PCAR | 288.6K | $33.3M | 9.4% | $1.73M | Cut−$9.43M |
| Mastec Inc | MTZ | 41.7K | $13.4M | 3.8% | $4.35M | Cut$4.34M |
| Viking Therapeutics, Inc. | VKTX | 385.4K | $12.5M | 3.5% | −$1.02M | Cut−$1.09M |
| Nlight, Inc. | LASR | 217.1K | $12.4M | 3.5% | $4.23M | Cut−$2.21M |
| Dycom Inds Inc | — | 33.4K | $11.3M | 3.2% | $30.7K | Cut$11.1K |
| Micron Technology Inc | MU | 32.8K | $11.1M | 3.1% | $1.72M | Cut$1.71M |
| Vaneck Etf Trust | — | 102.3K | $9.39M | 2.7% | $613.8K | Cut$608.6K |
| GE Vernova Inc. | GEV | 10.4K | $9.04M | 2.6% | $2.27M | Cut$121.6K |
| Spdr S&P 500 Etf Tr | — | 13.6K | $8.83M | 2.5% | −$428.7K | Held |
| Alibaba Group Hldg Ltd | — | 68K | $8.53M | 2.4% | −$969.4K | Added$1.8M |
| Cme Group Inc. | CME | 27K | $7.98M | 2.3% | $407.6K | Added$2.98M |
| Granite Constr Inc | — | 66.5K | $7.98M | 2.3% | $301.4K | Cut$295.1K |
| Eli Lilly & Co | LLY | 8.6K | $7.91M | 2.2% | −$1.33M | Cut−$1.36M |
| Intercontinental Exchange In | — | 45.4K | $7.14M | 2.0% | −$138.9K | Added$2.33M |
| Bank America Corp | — | 139.7K | $6.81M | 1.9% | −$873.1K | Cut−$878.2K |
| Cboe Global Mkts Inc | — | 23K | $6.45M | 1.8% | $519.2K | Added$2.12M |
| Costco Whsl Corp New | — | 6.34K | $6.32M | 1.8% | $849.9K | Cut$847.3K |
| Eaton Corp Plc | ETN | 17.5K | $6.27M | 1.8% | $686.4K | Cut$665K |
| Amazon Com Inc | AMZN | 29.2K | $6.08M | 1.7% | −$658.3K | Cut−$662K |
| Microsoft Corp | MSFT | 16.4K | $6.05M | 1.7% | −$1.86M | Cut−$3.79M |
| Alaska Air Group, Inc. | ALK | 164.2K | $6.04M | 1.7% | −$2.22M | Cut−$2.22M |
| Nasdaq, Inc. | NDAQ | 67.1K | $5.69M | 1.6% | −$497.8K | Added$1.74M |
| Crowdstrike Hldgs Inc | — | 14.6K | $5.69M | 1.6% | −$1.14M | Cut−$1.15M |
| Lennar Corp | — | 63.6K | $5.52M | 1.6% | −$1.01M | Cut−$1.06M |
| Marvell Technology, Inc. | MRVL | 55.1K | $5.46M | 1.5% | $775.7K | Cut$751.5K |
| Arista Networks, Inc. | ANET | 43.1K | $5.3M | 1.5% | −$355.9K | Cut−$371.3K |
| Braze, Inc. | BRZE | 221.5K | $5.23M | 1.5% | −$2.37M | Cut−$2.42M |
| Broadcom Inc. | AVGO | 16.2K | $5.02M | 1.4% | −$593.4K | Cut−$596.1K |
| Uber Technologies, Inc | UBER | 66K | $4.74M | 1.3% | −$645.1K | Cut−$648.7K |
| Nvidia Corp | NVDA | 25.2K | $4.4M | 1.2% | −$305.1K | Cut−$342.7K |
| Ishares Tr | — | 40.9K | $4.06M | 1.1% | −$25K | Cut−$25.7M |
| Vericel Corp | VCEL | 109.8K | $3.53M | 1.0% | −$421.5K | Cut−$424.1K |
| Allstate Corp | — | 15.2K | $3.16M | 0.9% | −$12.3K | Cut−$14K |
| Cleveland-Cliffs Inc New | — | 345.4K | $2.92M | 0.8% | −$1.67M | Cut−$1.7M |
| Canadian Pacific Kansas City | — | 33.1K | $2.6M | 0.7% | $166.3K | Cut$164.9K |
| Alphabet Inc | — | 7.58K | $2.18M | 0.6% | −$192.8K | Cut−$194.3K |
| Zscaler, Inc. | ZS | 13.7K | $1.92M | 0.5% | −$1.16M | Cut−$1.16M |
| Generac Hldgs Inc | — | 8.05K | $1.57M | 0.4% | $474.7K | Cut$473.9K |
| Apple Inc. | AAPL | 5.31K | $1.35M | 0.4% | −$95.9K | Cut−$97K |
| Merck & Co., Inc. | MRK | 10.1K | $1.22M | 0.3% | $152.3K | Held |
| Ishares Tr | — | 16.6K | $873.5K | 0.2% | −$5.32K | Cut−$787.9K |
| Advanced Micro Devices Inc | AMD | 3.72K | $756.6K | 0.2% | −$39.9K | Held |
| Qualcomm Inc | — | 5.3K | $682.3K | 0.2% | −$223.9K | Held |
| Comfort Sys Usa Inc | — | 376 | $518.5K | 0.1% | $167.6K | Held |
| Targa Res Corp | — | 1.52K | $380.9K | 0.1% | $100.6K | Held |
| Berkshire Hathaway Inc Del | — | 650 | $311.5K | 0.1% | −$15.2K | Held |
| Nvent Electric Plc | NVT | 2.43K | $287.9K | 0.1% | $39.7K | Held |
| Acushnet Hldgs Corp | — | 2.64K | $247.2K | 0.1% | $36.1K | Held |
| Hubbell Inc | HUBB | 411 | $201.7K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.