First Washington Corp
51 holdingsFiling period: 2026-06-30Current AUM: $381.9Mestimated 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 | $78.3M | 20.49% | +192.3K | 2026-06-30 |
| 2 | PCAR | Paccar Inc | 288.6K | $34.7M | $31.8M | 8.32% | -- | 2026-06-30 |
| 3 | MU | Micron Technology Inc | 19.7K | $22.7M | $17.6M | 4.61% | -13,146 | 2026-06-30 |
| 4 | DY | Dycom Inds Inc | 33.0K | $16.7M | $8.3M | 2.18% | -382 | 2026-06-30 |
| 5 | MRVL | Marvell Technology Inc | 54.5K | $16.2M | $13.1M | 3.43% | -587 | 2026-06-30 |
| 6 | VKTX | Viking Therapeutics Inc | 381.3K | $14.9M | $10.2M | 2.67% | -4,066 | 2026-06-30 |
| 7 | — | Eaton Corp PLC | 32.5K | $13.9M | $13.9M | 3.63% | +15.0K | 2026-06-30 |
| 8 | MTZ | Mastec Inc | 31.1K | $12.9M | $5.8M | 1.52% | -10,669 | 2026-06-30 |
| 9 | GEV | GE Vernova Inc | 10.2K | $12.0M | $9.1M | 2.39% | -109 | 2026-06-30 |
| 10 | LASR | Nlight Inc | 166.1K | $11.6M | $6.0M | 1.57% | -50,953 | 2026-06-30 |
| 11 | GVA | Granite Constr Inc | 65.4K | $10.3M | $7.2M | 1.87% | -1,150 | 2026-06-30 |
| 12 | LLY | Eli Lilly & Co | 8.5K | $10.2M | $10.9M | 2.86% | -86 | 2026-06-30 |
| 13 | GDX | VanEck ETF Trust | 134.9K | $10.2M | $11.6M | 3.04% | +32.6K | 2026-06-30 |
| 14 | SPY | State Str Spdr S&P 500 ETF T | 13.4K | $10.0M | $10.3M | 2.69% | -200 | 2026-06-30 |
| 15 | BABA | Alibaba Group Hldg Ltd | 103.9K | $10.0M | $11.3M | 2.96% | +35.9K | 2026-06-30 |
| 16 | CRWD | Crowdstrike Hldgs Inc | 11.2K | $8.6M | $10.2M | 2.67% | -3,345 | 2026-06-30 |
| 17 | ALK | Alaska Air Group Inc | 162.5K | $8.5M | $5.6M | 1.46% | -1,684 | 2026-06-30 |
| 18 | BAC | Bank of Amer Corp | 138.1K | $7.9M | $7.0M | 1.83% | -1,549 | 2026-06-30 |
| 19 | VCEL | Vericel Corp | 170.4K | $7.6M | $6.9M | 1.81% | +60.6K | 2026-06-30 |
| 20 | ANET | Arista Networks Inc | 42.7K | $7.3M | $7.7M | 2.03% | -447 | 2026-06-30 |
| 21 | AMZN | Amazon.com Inc | 28.9K | $6.9M | $7.6M | 1.98% | -336 | 2026-06-30 |
| 22 | MSFT | Microsoft Corp | 16.5K | $6.1M | $8.8M | 2.29% | +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 | $7.9M | 2.07% | -280 | 2026-06-30 |
| 25 | COST | Costco Wholesale Corporation | 6.3K | $5.9M | $6.2M | 1.63% | -65 | 2026-06-30 |
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