First Washington CORP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), First Washington CORP reported 56 stock positions worth $261.6 million. Its top holding was Paccar (PCAR) at 16.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.7%) and Microsoft (MSFT, 4.6%). Compared with Q4 2023, it opened 3 new positions, sold out of 2, added to 9 and reduced 19. The biggest buy was a new position in Northwestern Energy (NWE) and the biggest sale Bank of America (BAC, shares −53%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001390043
Portfolio Value
$261.6M (Q1 2024)
SEC Filing
0001390043-24-000002 ↗ filed May 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $261.6M $261.6M Q1 2024 Q2 2024: $270.1M Q2 2024 Q3 2024: $251.7M Q3 2024 Q4 2024: $282.9M Q4 2024 Q1 2025: $284.9M Q1 2025 Q2 2025: $310.2M Q2 2025 Q3 2025: $373.0M Q3 2025 Q4 2025: $386.1M Q4 2025 Q1 2026: $353.5M Q1 2026 Q2 2026: $410.5M Q2 2026

Holdings 56 stocks · $261.6M
PCAR Paccar Inc. 16.68% 352,089 $43.6M Reduce -19.9%
SPY SS SPDR S&P 500 ETF Trust-US 4.70% 23,502 $12.3M Add +0.6%
MSFT Microsoft Corp. 4.63% 28,757 $12.1M Reduce -6.5%
LSEA Landsea Homes Corp. 3.64% 655,486 $9.5M No change
COST Costco Wholesale Corp. 2.86% 10,207 $7.5M No change
WAFD Wafd Inc. 2.72% 245,273 $7.1M Reduce -13.7%
CLF Cleveland-Cliffs Inc. 2.56% 294,983 $6.7M Add +8.3%
VCEL Vericel Corp. 2.46% 123,944 $6.4M Reduce -15.2%
AMZN Amazon.com Inc. 2.41% 34,908 $6.3M No change
GEHC GE Healthcare Technology 2.39% 68,872 $6.3M Add +23.8%
DAR Darling Ingredients Inc. 2.30% 129,633 $6.0M Add +76.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.30% 158,602 $6.0M Reduce -53.3%
DY Dycom Industries Inc. 2.29% 41,708 $6.0M No change
MTZ Mastec Inc. 2.26% 63,492 $5.9M No change
GVA Granite Construction Inc. 2.24% 102,614 $5.9M No change
UBER Uber Technologies Inc. 2.22% 75,277 $5.8M Reduce -16.8%
NWE Northwestern Energy Group Inc. 2.17% 111,648 $5.7M New
ALK Alaska Air Group Inc. 2.15% 130,952 $5.6M No change
F Ford Motor Co. filed as FORD MTR CO DEL 2.05% 403,704 $5.4M Reduce -25.4%
TXNM TXNM Energy Inc. filed as PNM RES INC 1.89% 131,235 $4.9M New
BA The Boeing Co. 1.86% 25,244 $4.9M Add +92.6%
GDX Vaneck Gold Miners ETF 1.80% 149,271 $4.7M New
CTLP Cantaloupe Inc. 1.71% 696,912 $4.5M Add +4.8%
NWN Northwest Natural Holding Co. 1.63% 114,430 $4.3M No change
ICE Intercontinental Exchange Inc. 1.59% 30,348 $4.2M No change
CME Cme Group Inc. 1.55% 18,782 $4.0M No change
IDA Idacorp Inc. 1.50% 42,371 $3.9M No change
MDT Medtronic PLC 1.45% 43,387 $3.8M No change
TENB Tenable Holdings Inc. 1.42% 75,245 $3.7M Reduce -12.8%
ZUO Zuora Inc. Class A 1.39% 397,808 $3.6M Reduce -28.6%
CBOE Cboe Global Markets Inc. 1.26% 17,978 $3.3M No change
LASR Nlight Inc. 1.25% 252,231 $3.3M Reduce -28.0%
STIM Neuronetics Inc. 1.23% 675,085 $3.2M Add +43.4%
GOOGL Alphabet Inc. Class A 1.13% 19,591 $3.0M No change
ZS Zscaler Inc. 1.11% 15,032 $2.9M Add +52.5%
EQT Eqt Corp. 0.99% 69,915 $2.6M No change
NDAQ Nasdaq Inc. 0.97% 40,082 $2.5M No change
M Macy's Inc. 0.97% 126,513 $2.5M Reduce -62.0%
LEN Lennar Corp. Class A 0.89% 13,546 $2.3M Reduce -25.8%
DVN Devon Energy Corp. 0.72% 37,293 $1.9M No change
FIVN FIVE9 Inc. 0.71% 29,750 $1.8M Reduce -19.8%
CHPT Chargepoint Holdings Inc. 0.63% 864,794 $1.6M Add +13.5%
IGSB iShares 1-5Y Inv Grade Corp. 0.62% 31,420 $1.6M No change
CRWD CrowdStrike Holdings Inc. Class A 0.55% 4,525 $1.5M Reduce -26.7%
QQQ Invesco QQQ Trust Series 1 0.55% 3,231 $1.4M No change
MRK Merck & Co. Inc. 0.53% 10,482 $1.4M No change
MRVL Marvell Technology Inc. 0.53% 19,470 $1.4M Reduce -28.3%
QCOM Qualcomm Inc. 0.51% 7,908 $1.3M No change
GNRC Generac Holdings Inc. 0.44% 9,127 $1.2M Reduce -51.4%
AAPL Apple Inc. 0.41% 6,323 $1.1M Reduce -63.7%
NRGV Energy Vault Holdings Inc. 0.36% 521,029 $933K Reduce -37.1%
VKTX Viking Therapeutics Inc. 0.30% 9,538 $782K Reduce -96.0%
AMD Advanced Micro Devices 0.26% 3,719 $671K No change
BRK.B Berkshire Hathaway Inc. Class B 0.10% 650 $273K No change
Z Zillow Group Inc. Class C 0.09% 5,000 $244K No change
ZUMZ Zumiez Inc. 0.07% 11,338 $172K No change

Portfolio Sells Q4 2023 → Q1 2024
BAC Bank of America Corp. Reduce -53.3% 2.30% −2.09
SUM Summit Materials Inc. Class A Sold out 0.00% −1.98
M Macy's Inc. Reduce -62.0% 0.97% −1.61
VKTX Viking Therapeutics Inc. Reduce -96.0% 0.30% −1.41
SNOW Snowflake Inc. Sold out 0.00% −0.97
WAFD Wafd Inc. Reduce -13.7% 2.72% −0.88
AAPL Apple Inc. Reduce -63.7% 0.41% −0.88
ZUO Zuora Inc. Class A Reduce -28.6% 1.39% −0.63
LASR Nlight Inc. Reduce -28.0% 1.25% −0.56
GNRC Generac Holdings Inc. Reduce -51.4% 0.44% −0.49
F Ford Motor Co. Reduce -25.4% 2.05% −0.49
FIVN FIVE9 Inc. Reduce -19.8% 0.71% −0.42
NRGV Energy Vault Holdings Inc. Reduce -37.1% 0.36% −0.39
LEN Lennar Corp. Class A Reduce -25.8% 0.89% −0.15
TENB Tenable Holdings Inc. Reduce -12.8% 1.42% −0.11
MRVL Marvell Technology Inc. Reduce -28.3% 0.53% −0.10
CRWD CrowdStrike Holdings Inc. Class A Reduce -26.7% 0.55% −0.05
UBER Uber Technologies Inc. Reduce -16.8% 2.22% +0.07
PCAR Paccar Inc. Reduce -19.9% 16.68% +0.18
MSFT Microsoft Corp. Reduce -6.5% 4.63% +0.18
VCEL Vericel Corp. Reduce -15.2% 2.46% +0.46

Portfolio Buys Q4 2023 → Q1 2024
NWE Northwestern Energy Group Inc. New 2.17% +2.17
TXNM TXNM Energy Inc. New 1.89% +1.89
GDX Vaneck Gold Miners ETF New 1.80% +1.80
DAR Darling Ingredients Inc. Add +76.7% 2.30% +0.90
GEHC GE Healthcare Technology Add +23.8% 2.39% +0.74
STIM Neuronetics Inc. Add +43.4% 1.23% +0.70
BA The Boeing Co. Add +92.6% 1.86% +0.55
SPY SS SPDR S&P 500 ETF Trust-US Add +0.6% 4.70% +0.43
CLF Cleveland-Cliffs Inc. Add +8.3% 2.56% +0.43
ZS Zscaler Inc. Add +52.5% 1.11% +0.27
CHPT Chargepoint Holdings Inc. Add +13.5% 0.63% −0.06
CTLP Cantaloupe Inc. Add +4.8% 1.71% −0.18

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 51$410.5MJCPB, PCAR, MU, DY, MRVL
Q1 2026 50$353.5MJCPB, PCAR, MTZ, VKTX, LASR
Q4 2025 58$386.1MPCAR, JCPB, AGG, LASR, VKTX
Q3 2025 56$373.0MJCPB, PCAR, AGG, SPY, LASR
Q2 2025 53$310.2MAGG, PCAR, SPY, MSFT, DY
Q1 2025 57$284.9MAGG, PCAR, SPY, ALK, F
Q4 2024 53$282.9MPCAR, AGG, ALK, MSFT, GEV
Q3 2024 56$251.7MPCAR, AGG, MSFT, SPY, COST
Q2 2024 58$270.1MPCAR, SPY, MSFT, AGG, COST
Q1 2024 56$261.6MPCAR, SPY, MSFT, LSEA, COST