Latest First Washington CORP Stock Portfolio

$353Million | No. of Holdings #50

First Washington CORP Performance

2026 Q1+0.20%

YTD+0.20%

2025+19.37%

About First Washington CORP and 13F Hedge Fund Stock Holdings

First Washington CORP is a hedge fund based in Seattle, WA. On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, First Washington CORP reported an equity portfolio of $353.5 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of First Washington CORP are BBAX, PCAR, MTZ. The fund has invested 20.6% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 9.4% of portfolio in PACCAR INC . <br><br> The fund managers got completely rid off MEDTRONIC PLC (MDT), GE HEALTHCARE TECHNOLOGIES I and DARLING INGREDIENTS INC (DAR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and NLIGHT INC (LASR). First Washington CORP opened new stock positions in HUBBELL INC (HUBB). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), NASDAQ INC (NDAQ) and INTERCONTINENTAL EXCHANGE IN (ICE).

First Washington CORP Equity Portfolio Value

Last Reported on: 14 May, 2026

$353Million

as of May 14, 2026

First Washington CORP Annual Return Estimates Vs S&P 500

Our best estimate is that First Washington CORP made a return of 0.2% in the last quarter. In trailing 12 months, it's portfolio return was 26.29%.

Performance
S&P 500

New Buys

Ticker	$ Bought
hubbell inc	201,694

New stocks bought by First Washington CORP

Additions

Ticker	% Inc.
j p morgan exchange traded f	88.57
nasdaq inc	64.93
intercontinental exchange in	52.97
alibaba group hldg ltd	48.17
cme group inc	47.6
cboe global mkts inc	33.01

Additions to existing portfolio by First Washington CORP

Reductions

Ticker	% Reduced
ishares tr	-86.25
ishares tr	-47.1
nlight inc	-44.17
paccar inc	-26.09
ge vernova inc	-24.11
microsoft corp	-19.68
nvidia corporation	-0.79
braze inc	-0.67

First Washington CORP reduced stake in above stock

Sold off

Ticker	$ Sold
darling ingredients inc	-4,202,390
medtronic plc	-7,923,700
ge healthcare technologies i	-6,547,410
fiserv inc	-5,191,370
eqt corp	-3,168,080
devon energy corp new	-930,732
ishares tr	-760,579
zillow group inc	-306,990

First Washington CORP got rid off the above stocks

Sector Distribution

First Washington CORP has about 34% of it's holdings in Others sector.

Others
Industrials
Technology
Financial Services
Healthcare
Consumer Cyclical
Consumer Defensive

Sector	%
Others	34
Industrials	23.6
Technology	19.8
Financial Services	8.7
Healthcare	7.1
Consumer Cyclical	3.4
Consumer Defensive	1.8

Market Cap. Distribution

First Washington CORP has about 51.6% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
UNALLOCATED
MEGA-CAP
MID-CAP
SMALL-CAP

Category	%
LARGE-CAP	34.9
UNALLOCATED	34
MEGA-CAP	16.7
MID-CAP	11.9
SMALL-CAP	2.5

Stocks belong to which Index?

About 55.5% of the stocks held by First Washington CORP either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500
RUSSELL 2000

Index	%
Others	44.5
S&P 500	40.3
RUSSELL 2000	15.2

Top 5 Winners (%)		%
MTZ	mastec inc	48.0 %
FIX	comfort sys usa inc	47.8 %
GNRC	generac hldgs inc	43.2 %
LASR	nlight inc	40.5 %
TRGP	targa res corp	35.9 %

Top 5 Winners ($)		$
LASR	nlight inc	5.9 M
MTZ	mastec inc	4.4 M
	ge vernova inc	2.6 M
PCAR	paccar inc	2.0 M
MU	micron technology inc	1.7 M

Top 5 Losers (%)		%
ZS	zscaler inc	-37.6 %
CLF	cleveland-cliffs inc new	-36.3 %
BRZE	braze inc	-31.0 %
ALK	alaska air group inc	-26.9 %
QCOM	qualcomm inc	-24.7 %

Top 5 Losers ($)		$
BRZE	braze inc	-2.4 M
ALK	alaska air group inc	-2.2 M
MSFT	microsoft corp	-2.1 M
CLF	cleveland-cliffs inc new	-1.7 M
LLY	eli lilly & co	-1.3 M

First Washington CORP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of First Washington CORP

First Washington CORP has 50 stocks in it's portfolio. About 54.9% of the portfolio is in top 10 stocks. BRZE proved to be the most loss making stock for the portfolio. LASR was the most profitable stock for First Washington CORP last quarter.

$353.45MTotal Value

59.00Positions

14 May, 2026Last Reported

Current holdings of Current Stock Holdings of First Washington CORP, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAPL Apple Inc Apple Inc AAPL First Washington CORP's holding in Apple Inc over time	0.38%	5,309	$1.35M 0.38%	decreased 0.08 percentreduced

AAXJ Ishares Tr Ishares Tr AAXJ First Washington CORP's holding in Ishares Tr over time	0.25%	16,620	$873.5K 0.25%	decreased 47.1 percentreduced

AFK Vaneck Etf Trust Vaneck Etf Trust AFK First Washington CORP's holding in Vaneck Etf Trust over time	2.66%	102,306	$9.39M 2.66%	decreased 0.06 percentreduced

ALK Alaska Air Group Inc Alaska Air Group Inc ALK First Washington CORP's holding in Alaska Air Group Inc over time	1.71%	164,218	$6.04M 1.71%	decreased 0.05 percentreduced

ALL Allstate Corp Allstate Corp ALL First Washington CORP's holding in Allstate Corp over time	0.89%	15,219	$3.16M 0.89%	decreased 0.05 percentreduced

AMD Advanced Micro Devices Inc Advanced Micro Devices Inc AMD First Washington CORP's holding in Advanced Micro Devices Inc over time	0.21%	3,719	$756.6K 0.21%	unchanged 0 percentunchanged

AMZN Amazon Com Inc Amazon Com Inc AMZN First Washington CORP's holding in Amazon Com Inc over time	1.72%	29,193	$6.08M 1.72%	decreased 0.05 percentreduced

ANET Arista Networks Inc Arista Networks Inc ANET First Washington CORP's holding in Arista Networks Inc over time	1.5%	43,136	$5.30M 1.5%	decreased 0.27 percentreduced

AVGO Broadcom Inc Broadcom Inc AVGO First Washington CORP's holding in Broadcom Inc over time	1.42%	16,217	$5.02M 1.42%	decreased 0.05 percentreduced

BABA Alibaba Group Hldg Ltd Alibaba Group Hldg Ltd BABA First Washington CORP's holding in Alibaba Group Hldg Ltd over time	2.41%	68,013	$8.53M 2.41%	increased 48.17 percentadded

BAC Bank America Corp Bank America Corp BAC First Washington CORP's holding in Bank America Corp over time	1.93%	139,692	$6.81M 1.93%	decreased 0.07 percentreduced

BBAX J P Morgan Exchange Traded F J P Morgan Exchange Traded F BBAX First Washington CORP's holding in J P Morgan Exchange Traded F over time	20.58%	1,545,170	$72.75M 20.58%	increased 88.57 percentadded

BRZE Braze Inc Braze Inc BRZE First Washington CORP's holding in Braze Inc over time	1.48%	221,513	$5.23M 1.48%	decreased 0.67 percentreduced

CLF Cleveland-Cliffs Inc New Cleveland-Cliffs Inc New CLF First Washington CORP's holding in Cleveland-Cliffs Inc New over time	0.83%	345,374	$2.92M 0.83%	decreased 0.62 percentreduced

CME Cme Group Inc Cme Group Inc CME First Washington CORP's holding in Cme Group Inc over time	2.26%	27,016	$7.98M 2.26%	increased 47.6 percentadded

COST Costco Wholesale Corporation Costco Wholesale Corporation COST First Washington CORP's holding in Costco Wholesale Corporation over time	1.79%	6,338	$6.32M 1.79%	decreased 0.05 percentreduced

CP Canadian Pacific Kansas City Canadian Pacific Kansas City CP First Washington CORP's holding in Canadian Pacific Kansas City over time	0.74%	33,067	$2.60M 0.74%	decreased 0.06 percentreduced

CRWD Crowdstrike Hldgs Inc Crowdstrike Hldgs Inc CRWD First Washington CORP's holding in Crowdstrike Hldgs Inc over time	1.61%	14,570	$5.69M 1.61%	decreased 0.05 percentreduced

DAR Darling Ingredients Inc Darling Ingredients IncDAR First Washington CORP's holding in Darling Ingredients Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

DMXF Ishares Tr Ishares Tr DMXF First Washington CORP's holding in Ishares Tr over time	0%	0.00	$0.00 0%	decreased 100 percentsold off