StockDriftsStockDriftsTop 50 First Washington CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 19.53% | 1.74M | $81.6M | +12.45%(+192.32K) | $47.23(-1.92%) | 2026-06-30 | |
| PCAR | PACCAR INC | 8.3% | 288.6K | $34.7M | +0.00%(+0) | $71.34(+82.94%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 5.43% | 19.7K | $22.7M | -40.08%(-13.15K) | $119.72(+693.38%) | 2026-06-30 | |
| DY | DYCOM INDS INC | 3.99% | 33.0K | $16.7M | -1.14%(-382) | $54.51(+651.02%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 3.89% | 54.5K | $16.2M | -1.06%(-587) | $70.78(+213.88%) | 2026-06-30 | |
| VKTX | VIKING THERAPEUTICS INC | 3.56% | 381.3K | $14.9M | -1.06%(-4.07K) | $32.96(+0.26%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 3.32% | 32.5K | $13.9M | +85.49%(+14.98K) | $350.86(+29.20%) | 2026-06-30 | |
| MTZ | MASTEC INC | 3.09% | 31.1K | $12.9M | -25.57%(-10.67K) | $50.27(+469.14%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 2.88% | 10.2K | $12.0M | -1.05%(-109) | $154.13(+580.87%) | 2026-06-30 | |
| LASR | NLIGHT INC | 2.77% | 166.1K | $11.6M | -23.48%(-50.95K) | $13.66(+289.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.95% | +68.28% | +9.99% | +60.98% |
| Top 20 Holdings Unweighted | +22.14% | +82.23% | +11.53% | +72.55% |
First Washington CORP reports $417.53M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are JCPB (19.5%), PCAR (8.3%) and MU (5.4%). The top 20 holdings account for 78.44% of reported assets. Its disclosed equity book has returned +68.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Washington CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1390043). View First Washington CORP’s 13F filings on SEC