First Washington CORP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), First Washington CORP reported 58 stock positions worth $386.1 million. Its top holding was Paccar (PCAR) at 11.1% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 10.1%) and iShares Core U.S. Aggregate (AGG, 7.7%). Compared with Q3 2025, it opened 3 new positions, sold out of 1, added to 2 and reduced 41. The biggest buy was a new position in Braze Class A (BRZE) and the biggest sale an exit from Invesco S&P 500 Equal Weight (RSP).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001390043
- Portfolio Value
- $386.1M (Q4 2025)
- SEC Filing
- 0001390043-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 58 stocks · $386.1M
| PCAR Paccar Inc. | 11.08% | 390,539 | $42.8M | Add +5.3% |
| JCPB JPMorgan Core Plus Bond ETF | 10.05% | 819,415 | $38.8M | No change |
| AGG iShares Core U.S. Aggregate | 7.70% | 297,782 | $29.7M | No change |
| LASR Nlight Inc. | 3.78% | 388,799 | $14.6M | Reduce -1.0% |
| VKTX Viking Therapeutics Inc. | 3.53% | 387,529 | $13.6M | Add +45.2% |
| DY Dycom Industries Inc. | 2.93% | 33,429 | $11.3M | Reduce -1.1% |
| MSFT Microsoft Corp. | 2.55% | 20,366 | $9.8M | Reduce -0.8% |
| MU Micron Technology Inc. | 2.43% | 32,854 | $9.4M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 2.40% | 8,627 | $9.3M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.40% | 13,576 | $9.3M | Reduce -30.8% |
| MTZ Mastec Inc. | 2.35% | 41,774 | $9.1M | Reduce -0.9% |
| GEV GE Vernova Inc. | 2.31% | 13,640 | $8.9M | Reduce -1.1% |
| GDX Vaneck Gold Miners ETF | 2.27% | 102,367 | $8.8M | Reduce -20.7% |
| ALK Alaska Air Group Inc. | 2.14% | 164,307 | $8.3M | Reduce -1.0% |
| MDT Medtronic PLC | 2.05% | 82,487 | $7.9M | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.99% | 139,786 | $7.7M | Reduce -1.2% |
| GVA Granite Construction Inc. | 1.99% | 66,595 | $7.7M | Reduce -1.5% |
| BRZE Braze Inc. Class A | 1.98% | 222,997 | $7.6M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 1.77% | 14,578 | $6.8M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 1.75% | 29,209 | $6.7M | Reduce -1.0% |
| BABA Alibaba Group Holding-SP ADR | 1.74% | 45,901 | $6.7M | Reduce -0.3% |
| LEN Lennar Corp. Class A | 1.70% | 63,985 | $6.6M | Reduce -0.4% |
| GEHC GE Healthcare Technology | 1.70% | 79,827 | $6.5M | Reduce -1.0% |
| ANET Arista Networks Inc. | 1.47% | 43,254 | $5.7M | Reduce -0.8% |
| AVGO Broadcom Inc. | 1.45% | 16,225 | $5.6M | Reduce -0.9% |
| ETN Eaton Corp. PLC | 1.45% | 17,594 | $5.6M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 1.42% | 6,341 | $5.5M | Reduce -1.0% |
| UBER Uber Technologies Inc. | 1.40% | 66,002 | $5.4M | Reduce -1.2% |
| FISV Fiserv Inc. | 1.34% | 77,287 | $5.2M | New |
| CME Cme Group Inc. | 1.29% | 18,303 | $5.0M | Reduce -0.4% |
| ICE Intercontinental Exchange Inc. | 1.25% | 29,682 | $4.8M | Reduce -0.6% |
| NVDA Nvidia Corp. | 1.23% | 25,414 | $4.7M | Reduce -0.5% |
| MRVL Marvell Technology Inc. | 1.22% | 55,420 | $4.7M | Reduce -0.6% |
| CLF Cleveland-Cliffs Inc. | 1.20% | 347,533 | $4.6M | Reduce -0.7% |
| CBOE Cboe Global Markets Inc. | 1.12% | 17,265 | $4.3M | Reduce -0.6% |
| DAR Darling Ingredients Inc. | 1.09% | 116,733 | $4.2M | Reduce -27.8% |
| VCEL Vericel Corp. | 1.02% | 109,831 | $4.0M | Reduce -1.2% |
| NDAQ Nasdaq Inc. | 1.02% | 40,668 | $4.0M | Reduce -0.7% |
| ALL Allstate Corp. | 0.82% | 15,227 | $3.2M | Reduce -1.0% |
| EQT Eqt Corp. | 0.82% | 59,106 | $3.2M | Reduce -3.3% |
| ZS Zscaler Inc. | 0.80% | 13,724 | $3.1M | Reduce -3.4% |
| CP Canadian Pacific Kansas City | 0.63% | 33,086 | $2.4M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 0.61% | 7,582 | $2.4M | Reduce -1.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.43% | 31,420 | $1.7M | No change |
| AAPL Apple Inc. | 0.37% | 5,313 | $1.4M | Reduce -1.2% |
| GNRC Generac Holdings Inc. | 0.28% | 8,057 | $1.1M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.28% | 10,130 | $1.1M | No change |
| DVN Devon Energy Corp. | 0.24% | 25,409 | $931K | Reduce -23.2% |
| QCOM Qualcomm Inc. | 0.23% | 5,298 | $906K | No change |
| AMD Advanced Micro Devices | 0.21% | 3,719 | $796K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.20% | 7,577 | $761K | Reduce -87.3% |
| FIX Comfort Systems USA Inc. | 0.09% | 376 | $351K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 650 | $327K | No change |
| Z Zillow Group Inc. Class C | 0.08% | 4,500 | $307K | No change |
| TRGP Targa Resources Corp. | 0.07% | 1,519 | $280K | No change |
| NVT Nvent Electric PLC | 0.06% | 2,434 | $248K | No change |
| GOLF Acushnet Holdings Corp. | 0.05% | 2,644 | $211K | No change |
| EWBC East West Bancorp Inc. | 0.05% | 1,816 | $204K | New |
Portfolio Sells Q3 2025 → Q4 2025
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −1.94 |
| SGOV iShares 0-3 Month Treasury B | Reduce -87.3% | 0.20% | −1.41 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -30.8% | 2.40% | −1.11 |
| LEN Lennar Corp. Class A | Reduce -0.4% | 1.70% | −0.47 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.3% | 1.74% | −0.46 |
| GDX Vaneck Gold Miners ETF | Reduce -20.7% | 2.27% | −0.37 |
| UBER Uber Technologies Inc. | Reduce -1.2% | 1.40% | −0.36 |
| ZS Zscaler Inc. | Reduce -3.4% | 0.80% | −0.34 |
| ETN Eaton Corp. PLC | Reduce -0.9% | 1.45% | −0.33 |
| MSFT Microsoft Corp. | Reduce -0.8% | 2.55% | −0.30 |
| DAR Darling Ingredients Inc. | Reduce -27.8% | 1.09% | −0.25 |
| ANET Arista Networks Inc. | Reduce -0.8% | 1.47% | −0.24 |
| COST Costco Wholesale Corp. | Reduce -1.0% | 1.42% | −0.17 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.0% | 1.77% | −0.17 |
| ICE Intercontinental Exchange Inc. | Reduce -0.6% | 1.25% | −0.10 |
| GNRC Generac Holdings Inc. | Reduce -1.2% | 0.28% | −0.08 |
| ALK Alaska Air Group Inc. | Reduce -1.0% | 2.14% | −0.07 |
| EQT Eqt Corp. | Reduce -3.3% | 0.82% | −0.07 |
| DVN Devon Energy Corp. | Reduce -23.2% | 0.24% | −0.07 |
| MDT Medtronic PLC | Reduce -0.7% | 2.05% | −0.07 |
| ALL Allstate Corp. | Reduce -1.0% | 0.82% | −0.06 |
| MTZ Mastec Inc. | Reduce -0.9% | 2.35% | −0.05 |
| NVDA Nvidia Corp. | Reduce -0.5% | 1.23% | −0.05 |
| CP Canadian Pacific Kansas City | Reduce -1.1% | 0.63% | −0.04 |
| MRVL Marvell Technology Inc. | Reduce -0.6% | 1.22% | −0.04 |
| CME Cme Group Inc. | Reduce -0.4% | 1.29% | −0.04 |
| CBOE Cboe Global Markets Inc. | Reduce -0.6% | 1.12% | −0.02 |
| GVA Granite Construction Inc. | Reduce -1.5% | 1.99% | +0.00 |
| AVGO Broadcom Inc. | Reduce -0.9% | 1.45% | +0.01 |
| AAPL Apple Inc. | Reduce -1.2% | 0.37% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 1.75% | +0.01 |
| BAC Bank of America Corp. | Reduce -1.2% | 1.99% | +0.03 |
| GEV GE Vernova Inc. | Reduce -1.1% | 2.31% | +0.04 |
| CLF Cleveland-Cliffs Inc. | Reduce -0.7% | 1.20% | +0.05 |
| NDAQ Nasdaq Inc. | Reduce -0.7% | 1.02% | +0.05 |
| GEHC GE Healthcare Technology | Reduce -1.0% | 1.70% | +0.07 |
| VCEL Vericel Corp. | Reduce -1.2% | 1.02% | +0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 0.61% | +0.12 |
| DY Dycom Industries Inc. | Reduce -1.1% | 2.93% | +0.28 |
| LLY Eli Lilly & Co. | Reduce -0.9% | 2.40% | +0.62 |
| LASR Nlight Inc. | Reduce -1.0% | 3.78% | +0.66 |
| MU Micron Technology Inc. | Reduce -1.1% | 2.43% | +0.94 |
Portfolio Buys Q3 2025 → Q4 2025
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 |