13F HOLDINGS REPORT
First Washington CORP
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001390043-25-000003
Total Value
$310.2M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 383,767 | $38.1M | 12.27% |
| 2 | PACCAR INC | PCAR | 370,889 | $35.3M | 11.37% |
| 3 | SPDR S&P 500 ETF TR | SPY | 19,628 | $12.1M | 3.91% |
| 4 | MICROSOFT CORP | MSFT | 20,553 | $10.2M | 3.30% |
| 5 | DYCOM INDS INC | 267475101 | 33,811 | $8.3M | 2.66% |
| 6 | ALASKA AIR GROUP INC | ALK | 166,270 | $8.2M | 2.65% |
| 7 | NLIGHT INC | LASR | 393,572 | $7.7M | 2.50% |
| 8 | CROWDSTRIKE HLDGS INC | CRWD | 14,751 | $7.5M | 2.42% |
| 9 | GE VERNOVA INC | GEV | 13,813 | $7.3M | 2.36% |
| 10 | MEDTRONIC PLC | MDT | 83,224 | $7.3M | 2.34% |
| 11 | MASTEC INC | MTZ | 42,246 | $7.2M | 2.32% |
| 12 | LENNAR CORP | LEN-B | 64,031 | $7.1M | 2.28% |
| 13 | INVESCO EXCHANGE TRADED FD T | IVZ | 38,227 | $6.9M | 2.24% |
| 14 | ELI LILLY & CO | LLY | 8,720 | $6.8M | 2.19% |
| 15 | VANECK ETF TRUST | 92189F106 | 129,359 | $6.7M | 2.17% |
| 16 | BANK AMERICA CORP | 060505104 | 141,764 | $6.7M | 2.16% |
| 17 | AMAZON COM INC | AMZN | 29,505 | $6.5M | 2.09% |
| 18 | EATON CORP PLC | ETN | 17,781 | $6.3M | 2.05% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 6,407 | $6.3M | 2.04% |
| 20 | GRANITE CONSTR INC | GVA | 67,609 | $6.3M | 2.04% |
| 21 | UBER TECHNOLOGIES INC | UBER | 66,817 | $6.2M | 2.01% |
| 22 | FORD MTR CO DEL | 345370860 | 566,469 | $6.1M | 1.98% |
| 23 | DARLING INGREDIENTS INC | DAR | 161,890 | $6.1M | 1.98% |
| 24 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 80,809 | $6.0M | 1.93% |
| 25 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 29,862 | $5.5M | 1.77% |
| 26 | CME GROUP INC | CME | 18,376 | $5.1M | 1.63% |
| 27 | VERICEL CORP | VCEL | 111,145 | $4.7M | 1.52% |
| 28 | BROADCOM INC | AVGO | 16,410 | $4.5M | 1.46% |
| 29 | ARISTA NETWORKS INC | ANET | 43,702 | $4.5M | 1.44% |
| 30 | ZSCALER INC | ZS | 14,226 | $4.5M | 1.44% |
| 31 | MARVELL TECHNOLOGY INC | MRVL | 55,859 | $4.3M | 1.39% |
| 32 | MICRON TECHNOLOGY INC | MU | 33,263 | $4.1M | 1.32% |
| 33 | CBOE GLOBAL MKTS INC | 12503M108 | 17,372 | $4.1M | 1.31% |
| 34 | NVIDIA CORPORATION | NVDA | 25,586 | $4.0M | 1.30% |
| 35 | NASDAQ INC | NDAQ | 40,968 | $3.7M | 1.18% |
| 36 | EQT CORP | EQT | 61,147 | $3.6M | 1.15% |
| 37 | ALIBABA GROUP HLDG LTD | BBAAY | 30,473 | $3.5M | 1.11% |
| 38 | ALLSTATE CORP | ALL-PJ | 15,410 | $3.1M | 1.00% |
| 39 | VIKING THERAPEUTICS INC | VKTX | 106,482 | $2.8M | 0.91% |
| 40 | CANADIAN PACIFIC KANSAS CITY | CP | 33,500 | $2.7M | 0.86% |
| 41 | CLEVELAND-CLIFFS INC NEW | CLF | 348,753 | $2.7M | 0.85% |
| 42 | ISHARES TR | 464288646 | 31,420 | $1.7M | 0.53% |
| 43 | ALPHABET INC | GOOG | 7,665 | $1.4M | 0.44% |
| 44 | GENERAC HLDGS INC | GNRC | 8,155 | $1.2M | 0.38% |
| 45 | APPLE INC | AAPL | 5,414 | $1.1M | 0.36% |
| 46 | DEVON ENERGY CORP NEW | 25179M103 | 32,551 | $1.0M | 0.33% |
| 47 | QUALCOMM INC | QCOM | 5,298 | $843,759 | 0.27% |
| 48 | MERCK & CO INC | MRK | 10,130 | $801,891 | 0.26% |
| 49 | ADVANCED MICRO DEVICES INC | AMD | 3,719 | $527,726 | 0.17% |
| 50 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 650 | $315,751 | 0.10% |
| 51 | ZILLOW GROUP INC | Z | 4,500 | $315,225 | 0.10% |
| 52 | TARGA RES CORP | TRGP | 1,519 | $264,428 | 0.09% |
| 53 | COMFORT SYS USA INC | 199908104 | 376 | $201,615 | 0.06% |