First Washington CORP

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), First Washington CORP reported 57 stock positions worth $284.9 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 13.3% of the portfolio, followed by Paccar (PCAR, 12.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 2.9%). Compared with Q4 2024, it opened 4 new positions, added to 8 and reduced 11. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +18%) and the biggest sale GE Vernova (GEV, shares −21%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001390043
Portfolio Value
$284.9M (Q1 2025)
SEC Filing
0001390043-25-000002 ↗ filed May 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $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 $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 57 stocks · $284.9M
AGG iShares Core U.S. Aggregate 13.33% 383,767 $38.0M Add +18.3%
PCAR Paccar Inc. 12.68% 370,889 $36.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 2.87% 14,633 $8.2M No change
ALK Alaska Air Group Inc. 2.87% 166,270 $8.2M No change
F Ford Motor Co. filed as FORD MTR CO 2.81% 798,964 $8.0M Add +41.0%
MSFT Microsoft Corp. 2.76% 20,918 $7.9M Reduce -10.5%
LLY Eli Lilly & Co. 2.53% 8,720 $7.2M Add +20.6%
GEV GE Vernova Inc. 2.30% 21,465 $6.6M Reduce -20.8%
GEHC GE Healthcare Technology 2.29% 80,809 $6.5M No change
COST Costco Wholesale Corp. 2.13% 6,407 $6.1M Reduce -28.2%
GDX Vaneck Gold Miners ETF 2.10% 129,841 $6.0M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.08% 141,764 $5.9M No change
AMZN Amazon.com Inc. 1.97% 29,505 $5.6M Reduce -17.1%
CRWD CrowdStrike Holdings Inc. Class A 1.83% 14,751 $5.2M No change
ICE Intercontinental Exchange Inc. 1.81% 29,862 $5.2M No change
DY Dycom Industries Inc. 1.81% 33,811 $5.2M No change
GVA Granite Construction Inc. 1.79% 67,609 $5.1M Reduce -16.8%
DAR Darling Ingredients Inc. 1.79% 162,959 $5.1M No change
LEN Lennar Corp. Class A 1.77% 43,990 $5.0M Add +88.9%
RSP Invesco S&P 500 Equal Weight 1.74% 28,637 $5.0M New
VCEL Vericel Corp. 1.74% 111,145 $5.0M No change
MTZ Mastec Inc. 1.73% 42,246 $4.9M Reduce -13.2%
CME Cme Group Inc. 1.73% 18,541 $4.9M No change
UBER Uber Technologies Inc. 1.71% 66,817 $4.9M No change
ETN Eaton Corp. PLC 1.70% 17,781 $4.8M Add +49.1%
LSEA Landsea Homes Corp. 1.70% 752,732 $4.8M Add +30.3%
CTLP Cantaloupe Inc. 1.68% 608,306 $4.8M No change
CBOE Cboe Global Markets Inc. 1.38% 17,372 $3.9M No change
ZS Zscaler Inc. 1.29% 18,566 $3.7M No change
MDT Medtronic PLC 1.19% 37,746 $3.4M No change
BABA Alibaba Group Holding-SP ADR 1.17% 25,225 $3.3M New
EQT Eqt Corp. 1.15% 61,366 $3.3M No change
ALL Allstate Corp. 1.12% 15,410 $3.2M No change
NDAQ Nasdaq Inc. 1.09% 40,968 $3.1M No change
LASR Nlight Inc. 1.08% 397,391 $3.1M No change
ANET Arista Networks Inc. 1.08% 39,717 $3.1M Reduce -15.3%
MU Micron Technology Inc. 1.01% 33,263 $2.9M Reduce -24.6%
CLF Cleveland-Cliffs Inc. 1.01% 351,117 $2.9M No change
NVDA Nvidia Corp. 0.97% 25,586 $2.8M New
AVGO Broadcom Inc. 0.96% 16,410 $2.7M Reduce -22.6%
GOOGL Alphabet Inc. Class A 0.93% 17,176 $2.7M No change
VKTX Viking Therapeutics Inc. 0.90% 106,482 $2.6M Add +80.1%
NWN Northwest Natural Holding Co. 0.90% 60,132 $2.6M No change
CP Canadian Pacific Kansas City 0.83% 33,500 $2.4M New
MRVL Marvell Technology Inc. 0.74% 34,120 $2.1M Add +96.1%
TENB Tenable Holdings Inc. 0.68% 55,482 $1.9M Reduce -46.5%
IGSB iShares 1-5Y Inv Grade Corp. 0.58% 31,420 $1.6M No change
DVN Devon Energy Corp. 0.43% 32,807 $1.2M No change
AAPL Apple Inc. 0.43% 5,499 $1.2M Reduce -0.9%
QQQ Invesco QQQ Trust Series 1 0.38% 2,308 $1.1M No change
GNRC Generac Holdings Inc. 0.36% 8,155 $1.0M No change
MRK Merck & Co. Inc. 0.33% 10,330 $927K No change
QCOM Qualcomm Inc. 0.29% 5,298 $814K No change
AMD Advanced Micro Devices 0.13% 3,719 $382K No change
BRK.B Berkshire Hathaway Inc. Class B 0.12% 650 $346K No change
Z Zillow Group Inc. Class C 0.12% 5,000 $343K No change
TRGP Targa Resources Corp. 0.11% 1,519 $305K No change

Portfolio Sells Q4 2024 → Q1 2025
GEV GE Vernova Inc. Reduce -20.8% 2.30% −0.85
AMZN Amazon.com Inc. Reduce -17.1% 1.97% −0.79
AVGO Broadcom Inc. Reduce -22.6% 0.96% −0.77
TENB Tenable Holdings Inc. Reduce -46.5% 0.68% −0.76
COST Costco Wholesale Corp. Reduce -28.2% 2.13% −0.76
ANET Arista Networks Inc. Reduce -15.3% 1.08% −0.75
GVA Granite Construction Inc. Reduce -16.8% 1.79% −0.73
MSFT Microsoft Corp. Reduce -10.5% 2.76% −0.72
MTZ Mastec Inc. Reduce -13.2% 1.73% −0.61
MU Micron Technology Inc. Reduce -24.6% 1.01% −0.30
AAPL Apple Inc. Reduce -0.9% 0.43% −0.06

Portfolio Buys Q4 2024 → Q1 2025
AGG iShares Core U.S. Aggregate Add +18.3% 13.33% +2.22
RSP Invesco S&P 500 Equal Weight New 1.74% +1.74
BABA Alibaba Group Holding-SP ADR New 1.17% +1.17
NVDA Nvidia Corp. New 0.97% +0.97
F Ford Motor Co. Add +41.0% 2.81% +0.83
CP Canadian Pacific Kansas City New 0.83% +0.83
LEN Lennar Corp. Class A Add +88.9% 1.77% +0.65
LLY Eli Lilly & Co. Add +20.6% 2.53% +0.55
ETN Eaton Corp. PLC Add +49.1% 1.70% +0.30
VKTX Viking Therapeutics Inc. Add +80.1% 0.90% +0.06
MRVL Marvell Technology Inc. Add +96.1% 0.74% +0.06
LSEA Landsea Homes Corp. Add +30.3% 1.70% −0.04

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