13F HOLDINGS REPORT
First Washington CORP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001390043-25-000006
Total Value
$373.0M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 819,415 | $39.0M | 10.45% |
| 2 | PACCAR INC | PCAR | 370,889 | $36.5M | 9.78% |
| 3 | ISHARES TR | 464287226 | 297,782 | $29.9M | 8.00% |
| 4 | SPDR S&P 500 ETF TR | SPY | 19,628 | $13.1M | 3.51% |
| 5 | NLIGHT INC | LASR | 392,795 | $11.6M | 3.12% |
| 6 | MICROSOFT CORP | MSFT | 20,521 | $10.6M | 2.85% |
| 7 | DYCOM INDS INC | 267475101 | 33,811 | $9.9M | 2.64% |
| 8 | VANECK ETF TRUST | 92189F106 | 129,097 | $9.9M | 2.64% |
| 9 | MASTEC INC | MTZ | 42,165 | $9.0M | 2.41% |
| 10 | GE VERNOVA INC | GEV | 13,786 | $8.5M | 2.27% |
| 11 | ALASKA AIR GROUP INC | ALK | 165,940 | $8.3M | 2.21% |
| 12 | ALIBABA GROUP HLDG LTD | BBAAY | 46,042 | $8.2M | 2.21% |
| 13 | LENNAR CORP | LEN-B | 64,218 | $8.1M | 2.17% |
| 14 | MEDTRONIC PLC | MDT | 83,066 | $7.9M | 2.12% |
| 15 | GRANITE CONSTR INC | GVA | 67,609 | $7.4M | 1.99% |
| 16 | BANK AMERICA CORP | 060505104 | 141,501 | $7.3M | 1.96% |
| 17 | INVESCO EXCHANGE TRADED FD T | IVZ | 38,227 | $7.3M | 1.94% |
| 18 | CROWDSTRIKE HLDGS INC | CRWD | 14,721 | $7.2M | 1.94% |
| 19 | VIKING THERAPEUTICS INC | VKTX | 266,843 | $7.0M | 1.88% |
| 20 | EATON CORP PLC | ETN | 17,748 | $6.6M | 1.78% |
| 21 | ELI LILLY & CO | LLY | 8,704 | $6.6M | 1.78% |
| 22 | UBER TECHNOLOGIES INC | UBER | 66,817 | $6.5M | 1.75% |
| 23 | AMAZON COM INC | AMZN | 29,505 | $6.5M | 1.74% |
| 24 | ARISTA NETWORKS INC | ANET | 43,620 | $6.4M | 1.70% |
| 25 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 80,645 | $6.1M | 1.62% |
| 26 | ISHARES TR | 46436E718 | 59,681 | $6.0M | 1.61% |
| 27 | COSTCO WHSL CORP NEW | 22160K105 | 6,407 | $5.9M | 1.59% |
| 28 | MICRON TECHNOLOGY INC | MU | 33,202 | $5.6M | 1.49% |
| 29 | BROADCOM INC | AVGO | 16,378 | $5.4M | 1.45% |
| 30 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 29,862 | $5.0M | 1.35% |
| 31 | DARLING INGREDIENTS INC | DAR | 161,577 | $5.0M | 1.34% |
| 32 | CME GROUP INC | CME | 18,376 | $5.0M | 1.33% |
| 33 | NVIDIA CORPORATION | NVDA | 25,533 | $4.8M | 1.28% |
| 34 | MARVELL TECHNOLOGY INC | MRVL | 55,753 | $4.7M | 1.26% |
| 35 | CLEVELAND-CLIFFS INC NEW | CLF | 349,943 | $4.3M | 1.14% |
| 36 | CBOE GLOBAL MKTS INC | 12503M108 | 17,372 | $4.3M | 1.14% |
| 37 | ZSCALER INC | ZS | 14,199 | $4.3M | 1.14% |
| 38 | NASDAQ INC | NDAQ | 40,968 | $3.6M | 0.97% |
| 39 | VERICEL CORP | VCEL | 111,145 | $3.5M | 0.94% |
| 40 | EQT CORP | EQT | 61,147 | $3.3M | 0.89% |
| 41 | ALLSTATE CORP | ALL-PJ | 15,379 | $3.3M | 0.88% |
| 42 | CANADIAN PACIFIC KANSAS CITY | CP | 33,439 | $2.5M | 0.67% |
| 43 | ALPHABET INC | GOOG | 7,665 | $1.9M | 0.50% |
| 44 | ISHARES TR | 464288646 | 31,420 | $1.7M | 0.45% |
| 45 | APPLE INC | AAPL | 5,378 | $1.4M | 0.37% |
| 46 | GENERAC HLDGS INC | GNRC | 8,155 | $1.4M | 0.37% |
| 47 | DEVON ENERGY CORP NEW | 25179M103 | 33,080 | $1.2M | 0.31% |
| 48 | QUALCOMM INC | QCOM | 5,298 | $881,375 | 0.24% |
| 49 | MERCK & CO INC | MRK | 10,130 | $850,211 | 0.23% |
| 50 | ADVANCED MICRO DEVICES INC | AMD | 3,719 | $601,697 | 0.16% |
| 51 | ZILLOW GROUP INC | Z | 4,500 | $346,725 | 0.09% |
| 52 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 650 | $326,781 | 0.09% |
| 53 | COMFORT SYS USA INC | 199908104 | 376 | $310,268 | 0.08% |
| 54 | TARGA RES CORP | TRGP | 1,519 | $254,493 | 0.07% |
| 55 | NVENT ELECTRIC PLC | NVT | 2,434 | $240,090 | 0.06% |
| 56 | ACUSHNET HLDGS CORP | GOLF | 2,644 | $207,528 | 0.06% |