AI Portfolio Summary
In 2026 Q1, First Washington CORP maintained a portfolio of 59 distinct positions. The most significant new addition to the portfolio was HUBBELL INC, which now represents 0.06% of the total fund value. They heavily accumulated shares in J P MORGAN EXCHANGE , increasing their position by 88.6%. The fund also reduced its exposure to ISHARES TR by 86.3%.
Total Positions
59
Quarter
2026 Q1
Top Holding
JCPB (20.6%)
Top 10 Concentration
54.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 59
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
JCPB
J P MORGAN EXCH...
|
ETF | 20.58% | 10.05% |
#1
1
Prev: #2
|
9.0 | 725,754 | 88.6% |
P
S
|
1,545,169 | $72,746,557 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PCAR
PACCAR INC
|
Industrials | 9.43% | 11.08% |
#2
1
Prev: #1
|
5.3 | -101,900 | -26.1% |
P
S
|
288,639 | $33,337,805 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MTZ
MASTEC INC
|
Industrials | 3.80% | 2.35% |
#3
8
Prev: #11
|
3.0 | -53 | -0.1% |
P
S
|
41,721 | $13,423,315 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VKTX
VIKING THERAPEU...
|
Healthcare | 3.55% | 3.53% |
#4
1
Prev: #5
|
2.4 | -2,163 | -0.6% |
P
S
|
385,366 | $12,539,810 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LASR
NLIGHT INC
|
Technology | 3.50% | 3.78% |
#5
1
Prev: #4
|
1.9 | -171,748 | -44.2% |
P
S
|
217,051 | $12,376,248 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DY
DYCOM INDS INC
|
Industrials | 3.20% | 2.93% |
#6
Prev: #6
|
1.8 | -58 | -0.2% |
P
S
|
33,371 | $11,306,762 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 3.14% | 2.43% |
#7
1
Prev: #8
|
1.8 | -51 | -0.2% |
P
S
|
32,803 | $11,082,166 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 2.66% | 2.27% |
#8
5
Prev: #13
|
1.6 | -61 | -0.1% |
P
S
|
102,306 | $9,388,622 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 2.56% | 2.31% |
#9
3
Prev: #12
|
1.0 | -3,288 | -24.1% |
P
S
|
10,352 | $9,036,261 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.50% | 2.40% |
#10
Prev: #10
|
2.0 | no change | no change |
P
S
|
13,576 | $8,829,016 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 2.41% | 1.74% |
#11
10
Prev: #21
|
3.5 | 22,112 | 48.2% |
P
S
|
68,013 | $8,532,911 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CME
CME GROUP INC
|
Financial Services | 2.26% | 1.29% |
#12
18
Prev: #30
|
3.4 | 8,713 | 47.6% |
P
S
|
27,016 | $7,979,176 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GVA
GRANITE CONSTR ...
|
Industrials | 2.26% | 1.99% |
#13
4
Prev: #17
|
1.4 | -55 | -0.1% |
P
S
|
66,540 | $7,976,815 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 2.24% | 2.40% |
#14
5
Prev: #9
|
1.4 | -25 | -0.3% |
P
S
|
8,602 | $7,911,862 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 2.02% | 1.25% |
#15
16
Prev: #31
|
3.8 | 15,722 | 53.0% |
P
S
|
45,404 | $7,141,141 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 1.93% | 1.99% |
#16
Prev: #16
|
1.3 | -94 | -0.1% |
P
S
|
139,692 | $6,809,985 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CBOE
CBOE GLOBAL MKT...
|
Financial Services | 1.83% | 1.12% |
#17
18
Prev: #35
|
3.2 | 5,700 | 33.0% |
P
S
|
22,965 | $6,454,773 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.79% | 1.42% |
#18
9
Prev: #27
|
1.2 | -3 | -0.0% |
P
S
|
6,338 | $6,315,373 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.77% | 1.45% |
#19
7
Prev: #26
|
1.2 | -67 | -0.4% |
P
S
|
17,527 | $6,268,882 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.72% | 1.75% |
#20
Prev: #20
|
1.2 | -16 | -0.1% |
P
S
|
29,193 | $6,080,026 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.71% | 2.55% |
#21
14
Prev: #7
|
1.2 | -4,009 | -19.7% |
P
S
|
16,357 | $6,054,871 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ALK
ALASKA AIR GROU...
|
Industrials | 1.71% | 2.14% |
#22
8
Prev: #14
|
1.2 | -89 | -0.1% |
P
S
|
164,218 | $6,039,938 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NDAQ
NASDAQ INC
|
Financial Services | 1.61% | 1.02% |
#23
15
Prev: #38
|
3.6 | 26,406 | 64.9% |
P
S
|
67,074 | $5,693,912 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.61% | 1.77% |
#24
5
Prev: #19
|
1.1 | -8 | -0.1% |
P
S
|
14,570 | $5,688,274 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LEN
LENNAR CORP
|
Consumer Cyclical | 1.56% | 1.70% |
#25
3
Prev: #22
|
1.1 | -404 | -0.6% |
P
S
|
63,581 | $5,521,374 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 1.55% | 1.22% |
#26
7
Prev: #33
|
1.1 | -285 | -0.5% |
P
S
|
55,135 | $5,461,122 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.50% | 1.47% |
#27
3
Prev: #24
|
1.1 | -118 | -0.3% |
P
S
|
43,136 | $5,296,238 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRZE
BRAZE INC
|
Technology | 1.48% | 1.98% |
#28
10
Prev: #18
|
1.1 | -1,484 | -0.7% |
P
S
|
221,513 | $5,229,922 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.42% | 1.45% |
#29
4
Prev: #25
|
1.1 | -8 | -0.0% |
P
S
|
16,217 | $5,019,324 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 1.34% | 1.40% |
#30
2
Prev: #28
|
1.0 | -45 | -0.1% |
P
S
|
65,957 | $4,744,287 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.24% | 1.23% |
#31
1
Prev: #32
|
1.0 | -202 | -0.8% |
P
S
|
25,212 | $4,396,973 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AGG
ISHARES TR
|
ETF | 1.15% | 7.70% |
#32
29
Prev: #3
|
0.5 | -256,847 | -86.3% |
P
S
|
40,935 | $4,063,617 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VCEL
VERICEL CORP
|
Healthcare | 1.00% | 1.02% |
#33
4
Prev: #37
|
0.9 | -72 | -0.1% |
P
S
|
109,759 | $3,530,947 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ALL
ALLSTATE CORP
|
Financial Services | 0.89% | 0.82% |
#34
5
Prev: #39
|
0.9 | -8 | -0.1% |
P
S
|
15,219 | $3,155,507 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CLF
CLEVELAND-CLIFF...
|
Basic Materials | 0.83% | 1.20% |
#35
1
Prev: #34
|
0.8 | -2,159 | -0.6% |
P
S
|
345,374 | $2,918,410 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 0.74% | 0.63% |
#36
6
Prev: #42
|
0.8 | -19 | -0.1% |
P
S
|
33,067 | $2,601,050 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.62% | 0.61% |
#37
6
Prev: #43
|
0.7 | -5 | -0.1% |
P
S
|
7,577 | $2,178,842 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ZS
ZSCALER INC
|
Technology | 0.54% | 0.80% |
#38
3
Prev: #41
|
0.7 | -8 | -0.1% |
P
S
|
13,716 | $1,924,218 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GNRC
GENERAC HLDGS I...
|
Industrials | 0.44% | 0.28% |
#39
7
Prev: #46
|
0.7 | -6 | -0.1% |
P
S
|
8,051 | $1,572,602 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 0.38% | 0.37% |
#40
5
Prev: #45
|
0.7 | -4 | -0.1% |
P
S
|
5,309 | $1,347,371 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.34% | 0.28% |
#41
6
Prev: #47
|
1.1 | no change | no change |
P
S
|
10,130 | $1,218,538 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IGSB
ISHARES TR
|
ETF | 0.25% | 0.43% |
#42
2
Prev: #44
|
0.1 | -14,800 | -47.1% |
P
S
|
16,620 | $873,547 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.21% | 0.21% |
#43
7
Prev: #50
|
1.1 | no change | no change |
P
S
|
3,719 | $756,556 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.19% | 0.23% |
#44
5
Prev: #49
|
1.1 | no change | no change |
P
S
|
5,298 | $682,276 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FIX
COMFORT SYS USA...
|
Industrials | 0.15% | 0.09% |
#45
7
Prev: #52
|
1.1 | no change | no change |
P
S
|
376 | $518,500 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TRGP
TARGA RES CORP
|
Energy | 0.11% | 0.07% |
#46
9
Prev: #55
|
1.0 | no change | no change |
P
S
|
1,519 | $380,859 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.09% | 0.08% |
#47
6
Prev: #53
|
1.0 | no change | no change |
P
S
|
650 | $311,480 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVT
NVENT ELEC PLC
|
Industrials | 0.08% | 0.06% |
#48
8
Prev: #56
|
1.0 | no change | no change |
P
S
|
2,434 | $287,894 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOLF
ACUSHNET HLDGS ...
|
Consumer Cyclical | 0.07% | 0.05% |
#49
8
Prev: #57
|
1.0 | no change | no change |
P
S
|
2,644 | $247,161 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HUBB
HUBBELL INC
|
Industrials | 0.06% | — |
#50
Prev: #—
|
3.5 | 411 | no change |
NEW
|
411 | $201,694 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 59 holdings