First Washington CORP holds a focused book of 51 stocks worth $417.5M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Invesco S&P 500 Equal Weight and trimmed Micron Technology Inc. Their largest long position is JPMorgan Core Plus Bond ETF at 20% of the equity book. Cloning the disclosed picks since 2024 would be +40% (+20.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +45.8%, a 6.1-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning First Washington CORP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
74% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as First Washington CORP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 73 / 51 | $1.7T |
| FMR LLC | 73 / 51 | $650.2B |
| MORGAN STANLEY | 73 / 51 | $426.2B |
| JPMORGAN CHASE & CO | 73 / 51 | $376.8B |
| BANK OF AMERICA CORP /DE/ | 73 / 51 | $260.2B |
| NORTHERN TRUST CORP | 73 / 51 | $236.3B |
| GOLDMAN SACHS GROUP INC | 73 / 51 | $205.3B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 73 / 51 | $168.0B |
Ranked by how many of First Washington CORP's top 51 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $81.6M | 1.74M | 19.5% | ▲+12% Added · +192K sh | |
| 2 | Paccar Inc COM | $34.7M | 288.6K | 8.3% | —Held | |
| 3 | Micron Technology Inc COM | $22.7M | 19.7K | 5.4% | ▼−40% Reduced · −13K sh | |
| 4 | Dycom Inds Inc COM | $16.7M | 33.0K | 4.0% | ▼−1.1% Reduced · −382 sh | |
| 5 | Marvell Technology Inc COM | $16.2M | 54.5K | 3.9% | ▼−1.1% Reduced · −587 sh | |
| 6 | Viking Therapeutics Inc COM | $14.9M | 381.3K | 3.6% | ▼−1.1% Reduced · −4K sh | |
| 7 | Eaton Corp PLC SHS | $13.9M | 32.5K | 3.3% | ▲+85% Added · +15K sh | |
| 8 | Mastec Inc COM | $12.9M | 31.1K | 3.1% | ▼−26% Reduced · −11K sh | |
| 9 | Ge Vernova Inc COM | $12.0M | 10.2K | 2.9% | ▼−1.1% Reduced · −109 sh | |
| 10 | Nlight Inc COM | $11.6M | 166.1K | 2.8% | ▼−23% Reduced · −51K sh | |
| 11 | Granite Constr Inc COM | $10.3M | 65.4K | 2.5% | ▼−1.7% Reduced · −1K sh | |
| 12 | Eli Lilly & Co COM | $10.2M | 8.5K | 2.4% | ▼−1.0% Reduced · −86 sh | |
| 13 | Vaneck ETF Trust GOLD MINERS ETF | $10.2M | 134.9K | 2.4% | ▲+32% Added · +33K sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $10.0M | 13.4K | 2.4% | ▼−1.5% Reduced · −200 sh | |
| 15 | Alibaba Group Hldg Ltd SPONSORED ADS | $10.0M | 103.9K | 2.4% | ▲+53% Added · +36K sh | |
| 16 | Crowdstrike Hldgs Inc CL A | $8.6M | 11.2K | 2.1% | ▼−23% Reduced · −3K sh | |
| 17 | Alaska Air Group Inc COM | $8.5M | 162.5K | 2.0% | ▼−1.0% Reduced · −2K sh | |
| 18 | Bank Of Amer Corp COM | $7.9M | 138.1K | 1.9% | ▼−1.1% Reduced · −2K sh | |
| 19 | Vericel Corp COM | $7.6M | 170.4K | 1.8% | ▲+55% Added · +61K sh | |
| 20 | Arista Networks Inc COM SHS | $7.3M | 42.7K | 1.7% | ▼−1.0% Reduced · −447 sh | |
| 21 | Amazon Com Inc COM | $6.9M | 28.9K | 1.6% | ▼−1.1% Reduced · −336 sh | |
| 22 | Microsoft Corp COM | $6.1M | 16.5K | 1.5% | ▲+0.6% Added · +103 sh | |
| 23 | Broadcom Inc COM | $6.1M | 16.0K | 1.5% | ▼−1.1% Reduced · −173 sh | |
| 24 | Cme Group Inc COM | $5.9M | 26.7K | 1.4% | ▼−1.0% Reduced · −280 sh | |
| 25 | Costco Wholesale Corporation COM | $5.9M | 6.3K | 1.4% | ▼−1.0% Reduced · −65 sh | |
| 26 | Lennar Corp CL A | $5.7M | 62.9K | 1.4% | ▼−1.1% Reduced · −681 sh | |
| 27 | Intercontinental Exchange In COM | $5.5M | 44.9K | 1.3% | ▼−1.0% Reduced · −471 sh | |
| 28 | Cboe Global MKTS Inc COM | $5.5M | 22.7K | 1.3% | ▼−1.0% Reduced · −237 sh | |
| 29 | Nasdaq Inc COM | $5.2M | 66.4K | 1.3% | ▼−1.0% Reduced · −685 sh | |
| 30 | Nvidia Corporation COM | $5.0M | 24.9K | 1.2% | ▼−1.1% Reduced · −285 sh | |
| 31 | Uber Technologies Inc COM | $4.7M | 65.2K | 1.1% | ▼−1.2% Reduced · −788 sh | |
| 32 | Alphabet Inc CAP STK CL A | $4.3M | 12.1K | 1.0% | ▲+59% Added · +4K sh | |
| 33 | Apple Inc COM | $4.1M | 14.2K | 1.0% | ▲+168% Added · +9K sh | |
| 34 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.2M | 15.0K | 0.8% | ▲New New position | |
| 35 | Canadian Pacific Kansas City COM | $2.8M | 32.7K | 0.7% | ▼−1.0% Reduced · −331 sh | |
| 36 | Generac Hldgs Inc COM | $2.3M | 8.0K | 0.6% | ▼−1.2% Reduced · −95 sh | |
| 37 | Zscaler Inc COM | $1.9M | 13.6K | 0.5% | ▼−1.1% Reduced · −151 sh | |
| 38 | Ishares TR CORE US AGGBD ET | $1.9M | 19.3K | 0.5% | ▼−53% Reduced · −22K sh | |
| 39 | Merck & Co Inc COM | $1.3M | 10.1K | 0.3% | —Held | |
| 40 | Advanced Micro Devices Inc COM | $1.1M | 1.8K | 0.3% | ▼−50% Reduced · −2K sh | |
| 41 | Nvent Elec PLC SHS | $826K | 4.9K | 0.2% | ▲+100% Added · +2K sh | |
| 42 | Comfort Sys USA Inc COM | $745K | 376 | 0.2% | —Held | |
| 43 | Qualcomm Inc COM | $734K | 4.0K | 0.2% | ▼−25% Reduced · −1K sh | |
| 44 | Targa Res Corp COM | $407K | 1.5K | 0.1% | —Held | |
| 45 | Berkshire Hathaway Inc Del CL B NEW | $325K | 650 | 0.1% | —Held | |
| 46 | Acushnet Hldgs Corp COM | $313K | 2.6K | 0.1% | —Held | |
| 47 | Assured Guaranty Ltd COM | $267K | 3.3K | 0.1% | ▲New New position | |
| 48 | East West Bancorp Inc COM | $234K | 1.8K | 0.1% | ▲New New position | |
| 49 | Monolithic PWR Sys Inc COM | $220K | 159 | 0.1% | ▲New New position | |
| 50 | Hubbell Inc COM | $215K | 411 | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1390043/holdings"
Use Arkolith to show First Washington CORP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 51 | $417.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 50 | $353.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 58 | $386.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 56 | $373.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 53 | $310.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 57 | $284.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 53 | $282.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 56 | $251.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.