Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First Washington CORP (CIK 1390043) reported $353.5M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JCPB ($72.7M, 20.58%), PCAR ($33.3M, 9.43%), MTZ ($13.4M, 3.80%), VKTX ($12.5M, 3.55%), LASR ($12.4M, 3.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $72.7M | 20.58% | 1.5M | Added |
| 2 | PCAR | PACCAR INC | $33.3M | 9.43% | 288,639 | Trimmed |
| 3 | MTZ | MASTEC INC | $13.4M | 3.80% | 41,721 | Trimmed |
| 4 | VKTX | VIKING THERAPEUTICS INC | $12.5M | 3.55% | 385,366 | Trimmed |
| 5 | LASR | NLIGHT INC | $12.4M | 3.50% | 217,051 | Trimmed |
| 6 | DY | DYCOM INDS INC | $11.3M | 3.20% | 33,371 | Trimmed |
| 7 | MU | MICRON TECHNOLOGY INC | $11.1M | 3.14% | 32,803 | Trimmed |
| 8 | GDX | VANECK ETF TRUST | $9.4M | 2.66% | 102,306 | Trimmed |
| 9 | GEV | GE VERNOVA INC | $9.0M | 2.56% | 10,352 | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $8.8M | 2.50% | 13,576 | Hold |
| 11 | BABA | ALIBABA GROUP HLDG LTD | $8.5M | 2.41% | 68,013 | Added |
| 12 | CME | CME GROUP INC | $8.0M | 2.26% | 27,016 | Added |
| 13 | GVA | GRANITE CONSTR INC | $8.0M | 2.26% | 66,540 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $7.9M | 2.24% | 8,602 | Trimmed |
| 15 | ICE | INTERCONTINENTAL EXCHANGE IN | $7.1M | 2.02% | 45,404 | Added |
| 16 | BAC | BANK AMERICA CORP | $6.8M | 1.93% | 139,692 | Trimmed |
| 17 | CBOE | CBOE GLOBAL MKTS INC | $6.5M | 1.83% | 22,965 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $6.3M | 1.79% | 6,338 | Trimmed |
| 19 | ETN | EATON CORP PLC | $6.3M | 1.77% | 17,527 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $6.1M | 1.72% | 29,193 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $6.1M | 1.71% | 16,357 | Trimmed |
| 22 | ALK | ALASKA AIR GROUP INC | $6.0M | 1.71% | 164,218 | Trimmed |
| 23 | CRWD | CROWDSTRIKE HLDGS INC | $5.7M | 1.61% | 14,570 | Trimmed |
| 24 | NDAQ | NASDAQ INC | $5.7M | 1.61% | 67,074 | Added |
| 25 | LEN | LENNAR CORP | $5.5M | 1.56% | 63,581 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31