13F HOLDINGS REPORT
First Washington CORP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001390043-26-000001
Total Value
$386.1M
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PACCAR INC | PCAR | 390,539 | $42.8M | 11.08% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 819,415 | $38.8M | 10.05% |
| 3 | ISHARES TR | 464287226 | 297,782 | $29.7M | 7.70% |
| 4 | NLIGHT INC | LASR | 388,799 | $14.6M | 3.78% |
| 5 | VIKING THERAPEUTICS INC | VKTX | 387,529 | $13.6M | 3.53% |
| 6 | DYCOM INDS INC | 267475101 | 33,429 | $11.3M | 2.93% |
| 7 | MICROSOFT CORP | MSFT | 20,366 | $9.8M | 2.55% |
| 8 | MICRON TECHNOLOGY INC | MU | 32,854 | $9.4M | 2.43% |
| 9 | ELI LILLY & CO | LLY | 8,627 | $9.3M | 2.40% |
| 10 | SPDR S&P 500 ETF TR | SPY | 13,576 | $9.3M | 2.40% |
| 11 | MASTEC INC | MTZ | 41,774 | $9.1M | 2.35% |
| 12 | GE VERNOVA INC | GEV | 13,640 | $8.9M | 2.31% |
| 13 | VANECK ETF TRUST | 92189F106 | 102,367 | $8.8M | 2.27% |
| 14 | ALASKA AIR GROUP INC | ALK | 164,307 | $8.3M | 2.14% |
| 15 | MEDTRONIC PLC | MDT | 82,487 | $7.9M | 2.05% |
| 16 | BANK AMERICA CORP | 060505104 | 139,786 | $7.7M | 1.99% |
| 17 | GRANITE CONSTR INC | GVA | 66,595 | $7.7M | 1.99% |
| 18 | BRAZE INC | BRZE | 222,997 | $7.6M | 1.98% |
| 19 | CROWDSTRIKE HLDGS INC | CRWD | 14,578 | $6.8M | 1.77% |
| 20 | AMAZON COM INC | AMZN | 29,209 | $6.7M | 1.75% |
| 21 | ALIBABA GROUP HLDG LTD | BBAAY | 45,901 | $6.7M | 1.74% |
| 22 | LENNAR CORP | LEN-B | 63,985 | $6.6M | 1.70% |
| 23 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 79,827 | $6.5M | 1.70% |
| 24 | ARISTA NETWORKS INC | ANET | 43,254 | $5.7M | 1.47% |
| 25 | BROADCOM INC | AVGO | 16,225 | $5.6M | 1.45% |
| 26 | EATON CORP PLC | ETN | 17,594 | $5.6M | 1.45% |
| 27 | COSTCO WHSL CORP NEW | 22160K105 | 6,341 | $5.5M | 1.42% |
| 28 | UBER TECHNOLOGIES INC | UBER | 66,002 | $5.4M | 1.40% |
| 29 | FISERV INC | FISV | 77,287 | $5.2M | 1.34% |
| 30 | CME GROUP INC | CME | 18,303 | $5.0M | 1.29% |
| 31 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 29,682 | $4.8M | 1.25% |
| 32 | NVIDIA CORPORATION | NVDA | 25,414 | $4.7M | 1.23% |
| 33 | MARVELL TECHNOLOGY INC | MRVL | 55,420 | $4.7M | 1.22% |
| 34 | CLEVELAND-CLIFFS INC NEW | CLF | 347,533 | $4.6M | 1.20% |
| 35 | CBOE GLOBAL MKTS INC | 12503M108 | 17,265 | $4.3M | 1.12% |
| 36 | DARLING INGREDIENTS INC | DAR | 116,733 | $4.2M | 1.09% |
| 37 | VERICEL CORP | VCEL | 109,831 | $4.0M | 1.02% |
| 38 | NASDAQ INC | NDAQ | 40,668 | $4.0M | 1.02% |
| 39 | ALLSTATE CORP | ALL-PJ | 15,227 | $3.2M | 0.82% |
| 40 | EQT CORP | EQT | 59,106 | $3.2M | 0.82% |
| 41 | ZSCALER INC | ZS | 13,724 | $3.1M | 0.80% |
| 42 | CANADIAN PACIFIC KANSAS CITY | CP | 33,086 | $2.4M | 0.63% |
| 43 | ALPHABET INC | GOOG | 7,582 | $2.4M | 0.61% |
| 44 | ISHARES TR | 464288646 | 31,420 | $1.7M | 0.43% |
| 45 | APPLE INC | AAPL | 5,313 | $1.4M | 0.37% |
| 46 | GENERAC HLDGS INC | GNRC | 8,057 | $1.1M | 0.28% |
| 47 | MERCK & CO INC | MRK | 10,130 | $1.1M | 0.28% |
| 48 | DEVON ENERGY CORP NEW | 25179M103 | 25,409 | $930,732 | 0.24% |
| 49 | QUALCOMM INC | QCOM | 5,298 | $906,223 | 0.23% |
| 50 | ADVANCED MICRO DEVICES INC | AMD | 3,719 | $796,461 | 0.21% |
| 51 | ISHARES TR | 46436E718 | 7,577 | $760,579 | 0.20% |
| 52 | COMFORT SYS USA INC | 199908104 | 376 | $350,917 | 0.09% |
| 53 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 650 | $326,723 | 0.08% |
| 54 | ZILLOW GROUP INC | Z | 4,500 | $306,990 | 0.08% |
| 55 | TARGA RES CORP | TRGP | 1,519 | $280,256 | 0.07% |
| 56 | NVENT ELECTRIC PLC | NVT | 2,434 | $248,195 | 0.06% |
| 57 | ACUSHNET HLDGS CORP | GOLF | 2,644 | $211,044 | 0.05% |
| 58 | EAST WEST BANCORP INC | EWBC | 1,816 | $204,100 | 0.05% |