First Washington CORP
First Washington CORP reported 51 holdings worth US$411M as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 13, 2026
First Washington CORP reported 51 holdings worth US$411M as of Jun 30, 2026. Largest: Paccar Inc., Micron Technology, Inc. and Dycom Industries, Inc. Filed Aug 13, 2026 (Form 13F/A).
- Holdings
- 51
- Value as reported
- US$411M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Paccar Inc. | 289K | US$34.7M | 8.4% |
| Micron Technology, Inc. | 19,657 | US$22.7M | 5.5% |
| Dycom Industries, Inc. | 32,989 | US$16.7M | 4.1% |
| Marvell Technology, Inc. | 54,548 | US$16.2M | 4.0% |
| Viking Therapeutics, Inc. | 381K | US$14.9M | 3.6% |
| Mastec, Inc. | 31,052 | US$12.9M | 3.1% |
| Ge Vernova Inc. | 10,243 | US$12M | 2.9% |
| Nlight, Inc. | 166K | US$11.6M | 2.8% |
| Granite Construction Incorporated | 65,390 | US$10.3M | 2.5% |
| Eli Lilly And Company | 8,516 | US$10.2M | 2.5% |
| Crowdstrike Holdings, Inc. | 11,225 | US$8.57M | 2.1% |
| Alaska Air Group, Inc. | 163K | US$8.48M | 2.1% |
| Bank Of America Corporation | 138K | US$7.87M | 1.9% |
| Vericel Corporation | 170K | US$7.58M | 1.8% |
| Arista Networks, Inc. | 42,689 | US$7.25M | 1.8% |
| Amazon.com, Inc. | 28,857 | US$6.88M | 1.7% |
| Microsoft Corp. | 16,460 | US$6.14M | 1.5% |
| Broadcom Inc. | 16,044 | US$6.06M | 1.5% |
| Cme Group Inc. | 26,736 | US$5.9M | 1.4% |
| Costco Wholesale Corporation | 6,273 | US$5.87M | 1.4% |
| Lennar Corporation | 62,900 | US$5.69M | 1.4% |
| Intercontinental Exchange Inc. | 44,933 | US$5.53M | 1.3% |
| Cboe Global Markets, Inc. | 22,728 | US$5.52M | 1.3% |
| Nasdaq, Inc. | 66,389 | US$5.23M | 1.3% |
| Nvidia Corporation | 24,927 | US$4.99M | 1.2% |
| Uber Technologies, Inc. | 65,169 | US$4.7M | 1.1% |
| Alphabet Inc (google) Class C | 12,074 | US$4.31M | 1.1% |
| Apple Inc | 14,233 | US$4.12M | 1.0% |
| Canadian Pacific Kansas City Limited | 32,736 | US$2.84M | 0.69% |
| Generac Holdings Inc. | 7,956 | US$2.33M | 0.57% |
| Zscaler Inc | 13,565 | US$1.91M | 0.47% |
| Merck & Company, Inc. | 10,130 | US$1.3M | 0.32% |
| Advanced Micro Devices Inc | 1,847 | US$1.07M | 0.26% |
| Comfort Systems Usa, Inc. | 376 | US$745K | 0.18% |
| Qualcomm Incorporated | 3,973 | US$734K | 0.18% |
| Targa Resources, Inc. | 1,519 | US$407K | 0.10% |
| Berkshire Hathaway Inc. | 650 | US$325K | 0.08% |
| Acushnet Holdings Corp. | 2,644 | US$313K | 0.08% |
| East West Bancorp, Inc. | 1,816 | US$234K | 0.06% |
| Monolithic Power Systems, Inc. | 159 | US$220K | 0.05% |
| Hubbell Inc | 411 | US$215K | 0.05% |
| Assured Guaranty Ltd. | 1,663 | US$133K | 0.03% |
| Cleveland-cliffs Inc. | 0 | US$0 | 0.00% |
| Allstate Corporation (the) | 0 | US$0 | 0.00% |
| Braze, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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