First Washington CORP

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), First Washington CORP reported 53 stock positions worth $310.2 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 12.3% of the portfolio, followed by Paccar (PCAR, 11.4%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.9%). Compared with Q1 2025, it opened 1 new position, sold out of 5, added to 7 and reduced 15. The biggest buy was Medtronic (MDT, shares +120%) and the biggest sale an exit from Landsea Homes (LSEA).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001390043
Portfolio Value
$310.2M (Q2 2025)
SEC Filing
0001390043-25-000003 ↗ filed Aug 12, 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 Q1 2025 Q2 2025: $310.2M $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 53 stocks · $310.2M
AGG iShares Core U.S. Aggregate 12.27% 383,767 $38.1M No change
PCAR Paccar Inc. 11.37% 370,889 $35.3M No change
SPY SS SPDR S&P 500 ETF Trust-US 3.91% 19,628 $12.1M Add +34.1%
MSFT Microsoft Corp. 3.30% 20,553 $10.2M Reduce -1.7%
DY Dycom Industries Inc. 2.66% 33,811 $8.3M No change
ALK Alaska Air Group Inc. 2.65% 166,270 $8.2M No change
LASR Nlight Inc. 2.50% 393,572 $7.7M Reduce -1.0%
CRWD CrowdStrike Holdings Inc. Class A 2.42% 14,751 $7.5M No change
GEV GE Vernova Inc. 2.36% 13,813 $7.3M Reduce -35.6%
MDT Medtronic PLC 2.34% 83,224 $7.3M Add +120.5%
MTZ Mastec Inc. 2.32% 42,246 $7.2M No change
LEN Lennar Corp. Class A 2.28% 64,031 $7.1M Add +45.6%
RSP Invesco S&P 500 Equal Weight 2.24% 38,227 $6.9M Add +33.5%
LLY Eli Lilly & Co. 2.19% 8,720 $6.8M No change
GDX Vaneck Gold Miners ETF 2.17% 129,359 $6.7M Reduce -0.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.16% 141,764 $6.7M No change
AMZN Amazon.com Inc. 2.09% 29,505 $6.5M No change
ETN Eaton Corp. PLC 2.05% 17,781 $6.3M No change
COST Costco Wholesale Corp. 2.04% 6,407 $6.3M No change
GVA Granite Construction Inc. 2.04% 67,609 $6.3M No change
UBER Uber Technologies Inc. 2.01% 66,817 $6.2M No change
F Ford Motor Co. filed as FORD MTR CO 1.98% 566,469 $6.1M Reduce -29.1%
DAR Darling Ingredients Inc. 1.98% 161,890 $6.1M Reduce -0.7%
GEHC GE Healthcare Technology 1.93% 80,809 $6.0M No change
ICE Intercontinental Exchange Inc. 1.77% 29,862 $5.5M No change
CME Cme Group Inc. 1.63% 18,376 $5.1M Reduce -0.9%
VCEL Vericel Corp. 1.52% 111,145 $4.7M No change
AVGO Broadcom Inc. 1.46% 16,410 $4.5M No change
ANET Arista Networks Inc. 1.44% 43,702 $4.5M Add +10.0%
ZS Zscaler Inc. 1.44% 14,226 $4.5M Reduce -23.4%
MRVL Marvell Technology Inc. 1.39% 55,859 $4.3M Add +63.7%
MU Micron Technology Inc. 1.32% 33,263 $4.1M No change
CBOE Cboe Global Markets Inc. 1.31% 17,372 $4.1M No change
NVDA Nvidia Corp. 1.30% 25,586 $4.0M No change
NDAQ Nasdaq Inc. 1.18% 40,968 $3.7M No change
EQT Eqt Corp. 1.15% 61,147 $3.6M Reduce -0.4%
BABA Alibaba Group Holding-SP ADR 1.11% 30,473 $3.5M Add +20.8%
ALL Allstate Corp. 1.00% 15,410 $3.1M No change
VKTX Viking Therapeutics Inc. 0.91% 106,482 $2.8M No change
CP Canadian Pacific Kansas City 0.86% 33,500 $2.7M No change
CLF Cleveland-Cliffs Inc. 0.85% 348,753 $2.7M Reduce -0.7%
IGSB iShares 1-5Y Inv Grade Corp. 0.53% 31,420 $1.7M No change
GOOGL Alphabet Inc. Class A 0.44% 7,665 $1.4M Reduce -55.4%
GNRC Generac Holdings Inc. 0.38% 8,155 $1.2M No change
AAPL Apple Inc. 0.36% 5,414 $1.1M Reduce -1.6%
DVN Devon Energy Corp. 0.33% 32,551 $1.0M Reduce -0.8%
QCOM Qualcomm Inc. 0.27% 5,298 $844K No change
MRK Merck & Co. Inc. 0.26% 10,130 $802K Reduce -1.9%
AMD Advanced Micro Devices 0.17% 3,719 $528K No change
BRK.B Berkshire Hathaway Inc. Class B 0.10% 650 $316K No change
Z Zillow Group Inc. Class C 0.10% 4,500 $315K Reduce -10.0%
TRGP Targa Resources Corp. 0.09% 1,519 $264K No change
FIX Comfort Systems USA Inc. 0.07% 376 $202K New

Portfolio Sells Q1 2025 → Q2 2025
LSEA Landsea Homes Corp. Sold out 0.00% −1.70
CTLP Cantaloupe Inc. Sold out 0.00% −1.68
NWN Northwest Natural Holding Co. Sold out 0.00% −0.90
F Ford Motor Co. Reduce -29.1% 1.98% −0.83
TENB Tenable Holdings Inc. Sold out 0.00% −0.68
GOOGL Alphabet Inc. Class A Reduce -55.4% 0.44% −0.50
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.38
CLF Cleveland-Cliffs Inc. Reduce -0.7% 0.85% −0.16
DVN Devon Energy Corp. Reduce -0.8% 0.33% −0.10
CME Cme Group Inc. Reduce -0.9% 1.63% −0.09
AAPL Apple Inc. Reduce -1.6% 0.36% −0.07
MRK Merck & Co. Inc. Reduce -1.9% 0.26% −0.07
Z Zillow Group Inc. Class C Reduce -10.0% 0.10% −0.02
EQT Eqt Corp. Reduce -0.4% 1.15% −0.00
GEV GE Vernova Inc. Reduce -35.6% 2.36% +0.06
GDX Vaneck Gold Miners ETF Reduce -0.4% 2.17% +0.08
ZS Zscaler Inc. Reduce -23.4% 1.44% +0.15
DAR Darling Ingredients Inc. Reduce -0.7% 1.98% +0.19
MSFT Microsoft Corp. Reduce -1.7% 3.30% +0.54
LASR Nlight Inc. Reduce -1.0% 2.50% +1.41

Portfolio Buys Q1 2025 → Q2 2025
MDT Medtronic PLC Add +120.5% 2.34% +1.15
SPY SS SPDR S&P 500 ETF Trust-US Add +34.1% 3.91% +1.04
MRVL Marvell Technology Inc. Add +63.7% 1.39% +0.66
LEN Lennar Corp. Class A Add +45.6% 2.28% +0.51
RSP Invesco S&P 500 Equal Weight Add +33.5% 2.24% +0.50
ANET Arista Networks Inc. Add +10.0% 1.44% +0.36
FIX Comfort Systems USA Inc. New 0.07% +0.07
BABA Alibaba Group Holding-SP ADR Add +20.8% 1.11% −0.06

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