First Washington CORP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), First Washington CORP reported 50 stock positions worth $353.5 million. Its top holding was JPMorgan Core Plus Bond ETF (JCPB) at 20.6% of the portfolio, followed by Paccar (PCAR, 9.4%) and Mastec (MTZ, 3.8%). Compared with Q4 2025, it opened 1 new position, sold out of 9, added to 6 and reduced 34. The biggest buy was JPMorgan Core Plus Bond ETF (JCPB, shares +89%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001390043
- Portfolio Value
- $353.5M (Q1 2026)
- SEC Filing
- 0001390043-26-000002 ↗ filed May 14, 2026
Holdings Value
Holdings 50 stocks · $353.5M
| JCPB JPMorgan Core Plus Bond ETF | 20.58% | 1,545,169 | $72.7M | Add +88.6% |
| PCAR Paccar Inc. | 9.43% | 288,639 | $33.3M | Reduce -26.1% |
| MTZ Mastec Inc. | 3.80% | 41,721 | $13.4M | Reduce -0.1% |
| VKTX Viking Therapeutics Inc. | 3.55% | 385,366 | $12.5M | Reduce -0.6% |
| LASR Nlight Inc. | 3.50% | 217,051 | $12.4M | Reduce -44.2% |
| DY Dycom Industries Inc. | 3.20% | 33,371 | $11.3M | Reduce -0.2% |
| MU Micron Technology Inc. | 3.14% | 32,803 | $11.1M | Reduce -0.2% |
| GDX Vaneck Gold Miners ETF | 2.66% | 102,306 | $9.4M | Reduce -0.1% |
| GEV GE Vernova Inc. | 2.56% | 10,352 | $9.0M | Reduce -24.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.50% | 13,576 | $8.8M | No change |
| BABA Alibaba Group Holding-SP ADR | 2.41% | 68,013 | $8.5M | Add +48.2% |
| CME Cme Group Inc. | 2.26% | 27,016 | $8.0M | Add +47.6% |
| GVA Granite Construction Inc. | 2.26% | 66,540 | $8.0M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 2.24% | 8,602 | $7.9M | Reduce -0.3% |
| ICE Intercontinental Exchange Inc. | 2.02% | 45,404 | $7.1M | Add +53.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.93% | 139,692 | $6.8M | Reduce -0.1% |
| CBOE Cboe Global Markets Inc. | 1.83% | 22,965 | $6.5M | Add +33.0% |
| COST Costco Wholesale Corp. | 1.79% | 6,338 | $6.3M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 1.77% | 17,527 | $6.3M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.72% | 29,193 | $6.1M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.71% | 16,357 | $6.1M | Reduce -19.7% |
| ALK Alaska Air Group Inc. | 1.71% | 164,218 | $6.0M | Reduce -0.1% |
| NDAQ Nasdaq Inc. | 1.61% | 67,074 | $5.7M | Add +64.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.61% | 14,570 | $5.7M | Reduce -0.1% |
| LEN Lennar Corp. Class A | 1.56% | 63,581 | $5.5M | Reduce -0.6% |
| MRVL Marvell Technology Inc. | 1.55% | 55,135 | $5.5M | Reduce -0.5% |
| ANET Arista Networks Inc. | 1.50% | 43,136 | $5.3M | Reduce -0.3% |
| BRZE Braze Inc. Class A | 1.48% | 221,513 | $5.2M | Reduce -0.7% |
| AVGO Broadcom Inc. | 1.42% | 16,217 | $5.0M | Reduce -0.1% |
| UBER Uber Technologies Inc. | 1.34% | 65,957 | $4.7M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.24% | 25,212 | $4.4M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 1.15% | 40,935 | $4.1M | Reduce -86.3% |
| VCEL Vericel Corp. | 1.00% | 109,759 | $3.5M | Reduce -0.1% |
| ALL Allstate Corp. | 0.89% | 15,219 | $3.2M | Reduce -0.1% |
| CLF Cleveland-Cliffs Inc. | 0.83% | 345,374 | $2.9M | Reduce -0.6% |
| CP Canadian Pacific Kansas City | 0.74% | 33,067 | $2.6M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.62% | 7,577 | $2.2M | Reduce -0.1% |
| ZS Zscaler Inc. | 0.54% | 13,716 | $1.9M | Reduce -0.1% |
| GNRC Generac Holdings Inc. | 0.44% | 8,051 | $1.6M | Reduce -0.1% |
| AAPL Apple Inc. | 0.38% | 5,309 | $1.3M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.34% | 10,130 | $1.2M | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.25% | 16,620 | $874K | Reduce -47.1% |
| AMD Advanced Micro Devices | 0.21% | 3,719 | $757K | No change |
| QCOM Qualcomm Inc. | 0.19% | 5,298 | $682K | No change |
| FIX Comfort Systems USA Inc. | 0.15% | 376 | $519K | No change |
| TRGP Targa Resources Corp. | 0.11% | 1,519 | $381K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 650 | $311K | No change |
| NVT Nvent Electric PLC | 0.08% | 2,434 | $288K | No change |
| GOLF Acushnet Holdings Corp. | 0.07% | 2,644 | $247K | No change |
| HUBB Hubbell Inc. | 0.06% | 411 | $202K | New |
Portfolio Sells Q4 2025 → Q1 2026
| AGG iShares Core U.S. Aggregate | Reduce -86.3% | 1.15% | −6.55 |
| MDT Medtronic PLC | Sold out | 0.00% | −2.05 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −1.70 |
| PCAR Paccar Inc. | Reduce -26.1% | 9.43% | −1.65 |
| FISV Fiserv Inc. | Sold out | 0.00% | −1.34 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −1.09 |
| MSFT Microsoft Corp. | Reduce -19.7% | 1.71% | −0.84 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.82 |
| BRZE Braze Inc. Class A | Reduce -0.7% | 1.48% | −0.50 |
| ALK Alaska Air Group Inc. | Reduce -0.1% | 1.71% | −0.43 |
| CLF Cleveland-Cliffs Inc. | Reduce -0.6% | 0.83% | −0.37 |
| LASR Nlight Inc. | Reduce -44.2% | 3.50% | −0.28 |
| ZS Zscaler Inc. | Reduce -0.1% | 0.54% | −0.26 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.24 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.20 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -47.1% | 0.25% | −0.18 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 2.24% | −0.16 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.1% | 1.61% | −0.16 |
| LEN Lennar Corp. Class A | Reduce -0.6% | 1.56% | −0.14 |
| Z Zillow Group Inc. Class C | Sold out | 0.00% | −0.08 |
| BAC Bank of America Corp. | Reduce -0.1% | 1.93% | −0.06 |
| UBER Uber Technologies Inc. | Reduce -0.1% | 1.34% | −0.05 |
| EWBC East West Bancorp Inc. | Sold out | 0.00% | −0.05 |
| AVGO Broadcom Inc. | Reduce -0.1% | 1.42% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 1.72% | −0.03 |
| VCEL Vericel Corp. | Reduce -0.1% | 1.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.62% | +0.00 |
| AAPL Apple Inc. | Reduce -0.1% | 0.38% | +0.01 |
| NVDA Nvidia Corp. | Reduce -0.8% | 1.24% | +0.02 |
| VKTX Viking Therapeutics Inc. | Reduce -0.6% | 3.55% | +0.02 |
| ANET Arista Networks Inc. | Reduce -0.3% | 1.50% | +0.03 |
| ALL Allstate Corp. | Reduce -0.1% | 0.89% | +0.07 |
| CP Canadian Pacific Kansas City | Reduce -0.1% | 0.74% | +0.10 |
| GNRC Generac Holdings Inc. | Reduce -0.1% | 0.44% | +0.16 |
| GEV GE Vernova Inc. | Reduce -24.1% | 2.56% | +0.25 |
| GVA Granite Construction Inc. | Reduce -0.1% | 2.26% | +0.27 |
| DY Dycom Industries Inc. | Reduce -0.2% | 3.20% | +0.27 |
| ETN Eaton Corp. PLC | Reduce -0.4% | 1.77% | +0.32 |
| MRVL Marvell Technology Inc. | Reduce -0.5% | 1.55% | +0.33 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 1.79% | +0.37 |
| GDX Vaneck Gold Miners ETF | Reduce -0.1% | 2.66% | +0.38 |
| MU Micron Technology Inc. | Reduce -0.2% | 3.14% | +0.71 |
| MTZ Mastec Inc. | Reduce -0.1% | 3.80% | +1.45 |
Portfolio Buys Q4 2025 → Q1 2026
| JCPB JPMorgan Core Plus Bond ETF | Add +88.6% | 20.58% | +10.53 |
| CME Cme Group Inc. | Add +47.6% | 2.26% | +0.96 |
| ICE Intercontinental Exchange Inc. | Add +53.0% | 2.02% | +0.78 |
| CBOE Cboe Global Markets Inc. | Add +33.0% | 1.83% | +0.70 |
| BABA Alibaba Group Holding-SP ADR | Add +48.2% | 2.41% | +0.67 |
| NDAQ Nasdaq Inc. | Add +64.9% | 1.61% | +0.59 |
| HUBB Hubbell Inc. | New | 0.06% | +0.06 |
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 |