13F HOLDINGS REPORT
First Washington CORP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001390043-25-000002
Total Value
$284.9M
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 383,767 | $38.0M | 13.33% |
| 2 | PACCAR INC | PCAR | 370,889 | $36.1M | 12.68% |
| 3 | SPDR S&P 500 ETF TR | SPY | 14,633 | $8.2M | 2.87% |
| 4 | ALASKA AIR GROUP INC | ALK | 166,270 | $8.2M | 2.87% |
| 5 | FORD MTR CO DEL | 345370860 | 798,964 | $8.0M | 2.81% |
| 6 | MICROSOFT CORP | MSFT | 20,918 | $7.9M | 2.76% |
| 7 | ELI LILLY & CO | LLY | 8,720 | $7.2M | 2.53% |
| 8 | GE VERNOVA INC | GEV | 21,465 | $6.6M | 2.30% |
| 9 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 80,809 | $6.5M | 2.29% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 6,407 | $6.1M | 2.13% |
| 11 | VANECK ETF TRUST | 92189F106 | 129,841 | $6.0M | 2.10% |
| 12 | BANK AMERICA CORP | 060505104 | 141,764 | $5.9M | 2.08% |
| 13 | AMAZON COM INC | AMZN | 29,505 | $5.6M | 1.97% |
| 14 | CROWDSTRIKE HLDGS INC | CRWD | 14,751 | $5.2M | 1.83% |
| 15 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 29,862 | $5.2M | 1.81% |
| 16 | DYCOM INDS INC | 267475101 | 33,811 | $5.2M | 1.81% |
| 17 | GRANITE CONSTR INC | GVA | 67,609 | $5.1M | 1.79% |
| 18 | DARLING INGREDIENTS INC | DAR | 162,959 | $5.1M | 1.79% |
| 19 | LENNAR CORP | LEN-B | 43,990 | $5.0M | 1.77% |
| 20 | INVESCO EXCHANGE TRADED FD T | IVZ | 28,637 | $5.0M | 1.74% |
| 21 | VERICEL CORP | VCEL | 111,145 | $5.0M | 1.74% |
| 22 | MASTEC INC | MTZ | 42,246 | $4.9M | 1.73% |
| 23 | CME GROUP INC | CME | 18,541 | $4.9M | 1.73% |
| 24 | UBER TECHNOLOGIES INC | UBER | 66,817 | $4.9M | 1.71% |
| 25 | EATON CORP PLC | ETN | 17,781 | $4.8M | 1.70% |
| 26 | LANDSEA HOMES CORP | 51509P103 | 752,732 | $4.8M | 1.70% |
| 27 | CANTALOUPE INC | CTLPP | 608,306 | $4.8M | 1.68% |
| 28 | CBOE GLOBAL MKTS INC | 12503M108 | 17,372 | $3.9M | 1.38% |
| 29 | ZSCALER INC | ZS | 18,566 | $3.7M | 1.29% |
| 30 | MEDTRONIC PLC | MDT | 37,746 | $3.4M | 1.19% |
| 31 | ALIBABA GROUP HLDG LTD | BBAAY | 25,225 | $3.3M | 1.17% |
| 32 | EQT CORP | EQT | 61,366 | $3.3M | 1.15% |
| 33 | ALLSTATE CORP | ALL-PJ | 15,410 | $3.2M | 1.12% |
| 34 | NASDAQ INC | NDAQ | 40,968 | $3.1M | 1.09% |
| 35 | NLIGHT INC | LASR | 397,391 | $3.1M | 1.08% |
| 36 | ARISTA NETWORKS INC | ANET | 39,717 | $3.1M | 1.08% |
| 37 | MICRON TECHNOLOGY INC | MU | 33,263 | $2.9M | 1.01% |
| 38 | CLEVELAND-CLIFFS INC NEW | CLF | 351,117 | $2.9M | 1.01% |
| 39 | NVIDIA CORPORATION | NVDA | 25,586 | $2.8M | 0.97% |
| 40 | BROADCOM INC | AVGO | 16,410 | $2.7M | 0.96% |
| 41 | ALPHABET INC | GOOG | 17,176 | $2.7M | 0.93% |
| 42 | VIKING THERAPEUTICS INC | VKTX | 106,482 | $2.6M | 0.90% |
| 43 | NORTHWEST NAT HLDG CO | 66765N105 | 60,132 | $2.6M | 0.90% |
| 44 | CANADIAN PACIFIC KANSAS CITY | CP | 33,500 | $2.4M | 0.83% |
| 45 | MARVELL TECHNOLOGY INC | MRVL | 34,120 | $2.1M | 0.74% |
| 46 | TENABLE HLDGS INC | 88025T102 | 55,482 | $1.9M | 0.68% |
| 47 | ISHARES TR | 464288646 | 31,420 | $1.6M | 0.58% |
| 48 | DEVON ENERGY CORP NEW | 25179M103 | 32,807 | $1.2M | 0.43% |
| 49 | APPLE INC | AAPL | 5,499 | $1.2M | 0.43% |
| 50 | INVESCO QQQ TR | IVZ | 2,308 | $1.1M | 0.38% |
| 51 | GENERAC HLDGS INC | GNRC | 8,155 | $1.0M | 0.36% |
| 52 | MERCK & CO INC | MRK | 10,330 | $927,221 | 0.33% |
| 53 | QUALCOMM INC | QCOM | 5,298 | $813,826 | 0.29% |
| 54 | ADVANCED MICRO DEVICES INC | AMD | 3,719 | $382,090 | 0.13% |
| 55 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 650 | $346,177 | 0.12% |
| 56 | ZILLOW GROUP INC | Z | 5,000 | $342,800 | 0.12% |
| 57 | TARGA RES CORP | TRGP | 1,519 | $304,514 | 0.11% |