First Washington CORP — 13F holdings

First Washington CORP reported 51 holdings worth $411M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. JCPB J P MORGAN EXCHANGE TRADED F — $81.6M (19.9%)
  2. PCAR PACCAR INC — $34.7M (8.4%)
  3. MU MICRON TECHNOLOGY INC — $22.7M (5.5%)
  4. DY DYCOM INDS INC — $16.7M (4.1%)
  5. MRVL MARVELL TECHNOLOGY INC — $16.2M (4.0%)
  6. VKTX VIKING THERAPEUTICS INC — $14.9M (3.6%)
  7. MTZ MASTEC INC — $12.9M (3.1%)
  8. GEV GE VERNOVA INC — $12.0M (2.9%)
  9. LASR NLIGHT INC — $11.6M (2.8%)
  10. GVA GRANITE CONSTR INC — $10.3M (2.5%)