First Washington CORP
50 holdingsFiling period: 2026-03-31Current AUM: $405.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.55M | $72.7M | $71.4M | 17.61% | +725.8K | 2026-03-31 |
| 2 | PCAR | PACCAR INC | 288.6K | $33.3M | $38.3M | 9.45% | -101,900 | 2026-03-31 |
| 3 | MTZ | MASTEC INC | 41.7K | $13.4M | $11.0M | 2.71% | -53 | 2026-03-31 |
| 4 | VKTX | VIKING THERAPEUTICS INC | 385.4K | $12.5M | $12.2M | 3.02% | -2,163 | 2026-03-31 |
| 5 | LASR | NLIGHT INC | 217.1K | $12.4M | $14.9M | 3.69% | -171,748 | 2026-03-31 |
| 6 | DY | DYCOM INDS INC | 33.4K | $11.3M | $13.4M | 3.30% | -58 | 2026-03-31 |
| 7 | MU | MICRON TECHNOLOGY INC | 32.8K | $11.1M | $27.0M | 6.66% | -51 | 2026-03-31 |
| 8 | GDX | VANECK ETF TRUST | 102.3K | $9.4M | $7.6M | 1.87% | -61 | 2026-03-31 |
| 9 | GEV | GE VERNOVA INC | 10.4K | $9.0M | $10.3M | 2.53% | -3,288 | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 13.6K | $8.8M | $10.1M | 2.50% | -- | 2026-03-31 |
| 11 | BABA | ALIBABA GROUP HLDG LTD | 68.0K | $8.5M | $8.3M | 2.05% | +22.1K | 2026-03-31 |
| 12 | CME | CME GROUP INC | 27.0K | $8.0M | $7.2M | 1.79% | +8.7K | 2026-03-31 |
| 13 | GVA | GRANITE CONSTR INC | 66.5K | $8.0M | $8.0M | 1.99% | -55 | 2026-03-31 |
| 14 | LLY | ELI LILLY & CO | 8.6K | $7.9M | $9.9M | 2.44% | -25 | 2026-03-31 |
| 15 | ICE | INTERCONTINENTAL EXCHANGE IN | 45.4K | $7.1M | $6.9M | 1.71% | +15.7K | 2026-03-31 |
| 16 | BAC | BANK AMERICA CORP | 139.7K | $6.8M | $8.7M | 2.14% | -94 | 2026-03-31 |
| 17 | CBOE | CBOE GLOBAL MKTS INC | 23.0K | $6.5M | $7.1M | 1.76% | +5.7K | 2026-03-31 |
| 18 | COST | COSTCO WHOLESALE CORPORATION | 6.3K | $6.3M | $6.0M | 1.49% | -3 | 2026-03-31 |
| 19 | — | EATON CORP PLC | 17.5K | $6.3M | $6.3M | 1.55% | -67 | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 29.2K | $6.1M | $7.9M | 1.96% | -16 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 16.4K | $6.1M | $7.6M | 1.88% | -4,009 | 2026-03-31 |
| 22 | ALK | ALASKA AIR GROUP INC | 164.2K | $6.0M | $7.8M | 1.92% | -89 | 2026-03-31 |
| 23 | NDAQ | NASDAQ INC | 67.1K | $5.7M | $6.3M | 1.56% | +26.4K | 2026-03-31 |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | 14.6K | $5.7M | $11.1M | 2.75% | -8 | 2026-03-31 |
| 25 | LEN | LENNAR CORP | 63.6K | $5.5M | $5.2M | 1.29% | -404 | 2026-03-31 |
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