First Washington CORP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), First Washington CORP reported 51 stock positions worth $410.5 million. Its top holding was JPMorgan Core Plus Bond ETF (JCPB) at 19.9% of the portfolio, followed by Paccar (PCAR, 8.4%) and Micron Technology (MU, 5.5%). Compared with Q1 2026, it opened 5 new positions, sold out of 4, added to 7 and reduced 31. The biggest buy was Vericel (VCEL, shares +55%) and the biggest sale an exit from Braze Class A (BRZE).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001390043
- Portfolio Value
- $410.5M (Q2 2026)
- SEC Filing
- 0001390043-26-000004 ↗ filed Aug 13, 2026
Holdings Value
Holdings 51 stocks · $410.5M
| JCPB JPMorgan Core Plus Bond ETF | 19.87% | 1,737,492 | $81.6M | Add +12.4% |
| PCAR Paccar Inc. | 8.45% | 288,639 | $34.7M | No change |
| MU Micron Technology Inc. | 5.53% | 19,657 | $22.7M | Reduce -40.1% |
| DY Dycom Industries Inc. | 4.06% | 32,989 | $16.7M | Reduce -1.1% |
| MRVL Marvell Technology Inc. | 3.96% | 54,548 | $16.2M | Reduce -1.1% |
| VKTX Viking Therapeutics Inc. | 3.62% | 381,300 | $14.9M | Reduce -1.1% |
| MTZ Mastec Inc. | 3.15% | 31,052 | $12.9M | Reduce -25.6% |
| GEV GE Vernova Inc. | 2.93% | 10,243 | $12.0M | Reduce -1.1% |
| LASR Nlight Inc. | 2.82% | 166,098 | $11.6M | Reduce -23.5% |
| GVA Granite Construction Inc. | 2.52% | 65,390 | $10.3M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 2.49% | 8,516 | $10.2M | Reduce -1.0% |
| GDX Vaneck Gold Miners ETF | 2.48% | 134,882 | $10.2M | Add +31.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.43% | 13,376 | $10.0M | Reduce -1.5% |
| BABA Alibaba Group Holding-SP ADR | 2.43% | 103,936 | $10.0M | Add +52.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.09% | 11,225 | $8.6M | Reduce -23.0% |
| ALK Alaska Air Group Inc. | 2.07% | 162,534 | $8.5M | Reduce -1.0% |
| BAC Bank of America Corp. | 1.92% | 138,143 | $7.9M | Reduce -1.1% |
| VCEL Vericel Corp. | 1.85% | 170,355 | $7.6M | Add +55.2% |
| ETN Eaton Corp. PLC | 1.80% | 17,348 | $7.4M | Reduce -1.0% |
| ANET Arista Networks Inc. | 1.77% | 42,689 | $7.3M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 1.68% | 28,857 | $6.9M | Reduce -1.1% |
| MSFT Microsoft Corp. | 1.50% | 16,460 | $6.1M | Add +0.6% |
| AVGO Broadcom Inc. | 1.48% | 16,044 | $6.1M | Reduce -1.1% |
| CME Cme Group Inc. | 1.44% | 26,736 | $5.9M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 1.43% | 6,273 | $5.9M | Reduce -1.0% |
| LEN Lennar Corp. Class A | 1.39% | 62,900 | $5.7M | Reduce -1.1% |
| ICE Intercontinental Exchange Inc. | 1.35% | 44,933 | $5.5M | Reduce -1.0% |
| CBOE Cboe Global Markets Inc. | 1.34% | 22,728 | $5.5M | Reduce -1.0% |
| NDAQ Nasdaq Inc. | 1.27% | 66,389 | $5.2M | Reduce -1.0% |
| NVDA Nvidia Corp. | 1.21% | 24,927 | $5.0M | Reduce -1.1% |
| UBER Uber Technologies Inc. | 1.15% | 65,169 | $4.7M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 1.05% | 12,074 | $4.3M | Add +59.4% |
| AAPL Apple Inc. | 1.00% | 14,233 | $4.1M | Add +168.1% |
| RSP Invesco S&P 500 Equal Weight | 0.78% | 14,993 | $3.2M | New |
| CP Canadian Pacific Kansas City | 0.69% | 32,736 | $2.8M | Reduce -1.0% |
| GNRC Generac Holdings Inc. | 0.57% | 7,956 | $2.3M | Reduce -1.2% |
| ZS Zscaler Inc. | 0.47% | 13,565 | $1.9M | Reduce -1.1% |
| AGG iShares Core U.S. Aggregate | 0.47% | 19,338 | $1.9M | Reduce -52.8% |
| MRK Merck & Co. Inc. | 0.32% | 10,130 | $1.3M | No change |
| AMD Advanced Micro Devices | 0.26% | 1,847 | $1.1M | Reduce -50.3% |
| FIX Comfort Systems USA Inc. | 0.18% | 376 | $745K | No change |
| QCOM Qualcomm Inc. | 0.18% | 3,973 | $734K | Reduce -25.0% |
| NVT Nvent Electric PLC | 0.10% | 2,434 | $413K | No change |
| TRGP Targa Resources Corp. | 0.10% | 1,519 | $407K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 650 | $325K | No change |
| GOLF Acushnet Holdings Corp. | 0.08% | 2,644 | $313K | No change |
| EWBC East West Bancorp Inc. | 0.06% | 1,816 | $234K | New |
| MPWR Monolithic Power Systems Inc. | 0.05% | 159 | $220K | New |
| HUBB Hubbell Inc. | 0.05% | 411 | $215K | No change |
| IWM iShares Russell 2000 ETF | 0.05% | 680 | $204K | New |
| AGO Assured Guaranty Ltd. | 0.03% | 1,663 | $133K | New |
Portfolio Sells Q1 2026 → Q2 2026
| BRZE Braze Inc. Class A | Sold out | 0.00% | −1.48 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.89 |
| CLF Cleveland-Cliffs Inc. | Sold out | 0.00% | −0.83 |
| CME Cme Group Inc. | Reduce -1.0% | 1.44% | −0.82 |
| LASR Nlight Inc. | Reduce -23.5% | 2.82% | −0.68 |
| AGG iShares Core U.S. Aggregate | Reduce -52.8% | 0.47% | −0.68 |
| ICE Intercontinental Exchange Inc. | Reduce -1.0% | 1.35% | −0.67 |
| MTZ Mastec Inc. | Reduce -25.6% | 3.15% | −0.65 |
| CBOE Cboe Global Markets Inc. | Reduce -1.0% | 1.34% | −0.48 |
| COST Costco Wholesale Corp. | Reduce -1.0% | 1.43% | −0.36 |
| NDAQ Nasdaq Inc. | Reduce -1.0% | 1.27% | −0.34 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.25 |
| UBER Uber Technologies Inc. | Reduce -1.2% | 1.15% | −0.20 |
| LEN Lennar Corp. Class A | Reduce -1.1% | 1.39% | −0.18 |
| ZS Zscaler Inc. | Reduce -1.1% | 0.47% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 2.43% | −0.06 |
| CP Canadian Pacific Kansas City | Reduce -1.0% | 0.69% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 1.68% | −0.04 |
| NVDA Nvidia Corp. | Reduce -1.1% | 1.21% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -25.0% | 0.18% | −0.01 |
| BAC Bank of America Corp. | Reduce -1.1% | 1.92% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -1.0% | 1.80% | +0.03 |
| AMD Advanced Micro Devices | Reduce -50.3% | 0.26% | +0.05 |
| AVGO Broadcom Inc. | Reduce -1.1% | 1.48% | +0.06 |
| VKTX Viking Therapeutics Inc. | Reduce -1.1% | 3.62% | +0.08 |
| GNRC Generac Holdings Inc. | Reduce -1.2% | 0.57% | +0.12 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 2.49% | +0.25 |
| GVA Granite Construction Inc. | Reduce -1.7% | 2.52% | +0.26 |
| ANET Arista Networks Inc. | Reduce -1.0% | 1.77% | +0.27 |
| ALK Alaska Air Group Inc. | Reduce -1.0% | 2.07% | +0.36 |
| GEV GE Vernova Inc. | Reduce -1.1% | 2.93% | +0.37 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -23.0% | 2.09% | +0.48 |
| DY Dycom Industries Inc. | Reduce -1.1% | 4.06% | +0.86 |
| MU Micron Technology Inc. | Reduce -40.1% | 5.53% | +2.39 |
| MRVL Marvell Technology Inc. | Reduce -1.1% | 3.96% | +2.41 |
Portfolio Buys Q1 2026 → Q2 2026
| VCEL Vericel Corp. | Add +55.2% | 1.85% | +0.85 |
| RSP Invesco S&P 500 Equal Weight | New | 0.78% | +0.78 |
| AAPL Apple Inc. | Add +168.1% | 1.00% | +0.62 |
| GOOGL Alphabet Inc. Class A | Add +59.4% | 1.05% | +0.43 |
| EWBC East West Bancorp Inc. | New | 0.06% | +0.06 |
| MPWR Monolithic Power Systems Inc. | New | 0.05% | +0.05 |
| IWM iShares Russell 2000 ETF | New | 0.05% | +0.05 |
| AGO Assured Guaranty Ltd. | New | 0.03% | +0.03 |
| BABA Alibaba Group Holding-SP ADR | Add +52.8% | 2.43% | +0.02 |
| GDX Vaneck Gold Miners ETF | Add +31.8% | 2.48% | −0.18 |
| MSFT Microsoft Corp. | Add +0.6% | 1.50% | −0.22 |
| JCPB JPMorgan Core Plus Bond ETF | Add +12.4% | 19.87% | −0.71 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 51 | $410.5M | JCPB, PCAR, MU, DY, MRVL |
| Q1 2026 | 50 | $353.5M | JCPB, PCAR, MTZ, VKTX, LASR |
| Q4 2025 | 58 | $386.1M | PCAR, JCPB, AGG, LASR, VKTX |
| Q3 2025 | 56 | $373.0M | JCPB, PCAR, AGG, SPY, LASR |
| Q2 2025 | 53 | $310.2M | AGG, PCAR, SPY, MSFT, DY |
| Q1 2025 | 57 | $284.9M | AGG, PCAR, SPY, ALK, F |
| Q4 2024 | 53 | $282.9M | PCAR, AGG, ALK, MSFT, GEV |
| Q3 2024 | 56 | $251.7M | PCAR, AGG, MSFT, SPY, COST |
| Q2 2024 | 58 | $270.1M | PCAR, SPY, MSFT, AGG, COST |
| Q1 2024 | 56 | $261.6M | PCAR, SPY, MSFT, LSEA, COST |