First Washington CORP
51 holdingsFiling period: 2026-06-30Current AUM: $388.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.74M | $81.6M | $78.9M | 20.30% | +192.3K | 2026-06-30 |
| 2 | PCAR | PACCAR INC | 288.6K | $34.7M | $35.3M | 9.09% | -- | 2026-06-30 |
| 3 | MU | MICRON TECHNOLOGY INC | 19.7K | $22.7M | $18.2M | 4.69% | -13,146 | 2026-06-30 |
| 4 | DY | DYCOM INDS INC | 33.0K | $16.7M | $9.3M | 2.40% | -382 | 2026-06-30 |
| 5 | MRVL | MARVELL TECHNOLOGY INC | 54.5K | $16.2M | $12.1M | 3.11% | -587 | 2026-06-30 |
| 6 | VKTX | VIKING THERAPEUTICS INC | 381.3K | $14.9M | $11.4M | 2.94% | -4,066 | 2026-06-30 |
| 7 | — | EATON CORP PLC | 32.5K | $13.9M | $13.9M | 3.56% | +15.0K | 2026-06-30 |
| 8 | MTZ | MASTEC INC | 31.1K | $12.9M | $6.9M | 1.78% | -10,669 | 2026-06-30 |
| 9 | GEV | GE VERNOVA INC | 10.2K | $12.0M | $9.0M | 2.33% | -109 | 2026-06-30 |
| 10 | LASR | NLIGHT INC | 166.1K | $11.6M | $6.3M | 1.62% | -50,953 | 2026-06-30 |
| 11 | GVA | GRANITE CONSTR INC | 65.4K | $10.3M | $7.5M | 1.92% | -1,150 | 2026-06-30 |
| 12 | LLY | ELI LILLY & CO | 8.5K | $10.2M | $9.7M | 2.49% | -86 | 2026-06-30 |
| 13 | GDX | VANECK ETF TRUST | 134.9K | $10.2M | $12.7M | 3.27% | +32.6K | 2026-06-30 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 13.4K | $10.0M | $10.1M | 2.61% | -200 | 2026-06-30 |
| 15 | BABA | ALIBABA GROUP HLDG LTD | 103.9K | $10.0M | $11.4M | 2.92% | +35.9K | 2026-06-30 |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | 11.2K | $8.6M | $10.9M | 2.80% | -3,345 | 2026-06-30 |
| 17 | ALK | ALASKA AIR GROUP INC | 162.5K | $8.5M | $6.5M | 1.67% | -1,684 | 2026-06-30 |
| 18 | BAC | BANK OF AMER CORP | 138.1K | $7.9M | $8.2M | 2.12% | -1,549 | 2026-06-30 |
| 19 | VCEL | VERICEL CORP | 170.4K | $7.6M | $6.8M | 1.74% | +60.6K | 2026-06-30 |
| 20 | ANET | ARISTA NETWORKS INC | 42.7K | $7.3M | $8.2M | 2.12% | -447 | 2026-06-30 |
| 21 | AMZN | AMAZON COM INC | 28.9K | $6.9M | $7.2M | 1.84% | -336 | 2026-06-30 |
| 22 | MSFT | MICROSOFT CORP | 16.5K | $6.1M | $8.2M | 2.10% | +103 | 2026-06-30 |
| 23 | AVGO | BROADCOM INC | 16.0K | $6.1M | $5.4M | 1.40% | -173 | 2026-06-30 |
| 24 | CME | CME GROUP INC | 26.7K | $5.9M | $7.4M | 1.89% | -280 | 2026-06-30 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | 6.3K | $5.9M | $5.7M | 1.45% | -65 | 2026-06-30 |
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