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Portfolio (Quarterly) Guide ↗

First Washington CORP

· CIK 0001390043
13F Portfolio $353M AUM 50 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 6 Added 12 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JCPB J P MORGAN EXCHANGE TRADED F 1,545,169.0 $72.7M 20.58% +726K +88.6% $47.08 -0.6%
2 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 68,013.0 $8.5M 2.41% +22K +48.2% $125.46 +3.2%
3 CME CME GROUP INC Financial Services 27,016.0 $8.0M 2.26% +9K +47.6% $295.35 -4.3%
4 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 45,404.0 $7.1M 2.02% +16K +53.0% $157.28 -4.2%
5 CBOE CBOE GLOBAL MKTS INC Financial Services 22,965.0 $6.5M 1.83% +6K +33.0% $281.07 +26.1%
6 NDAQ NASDAQ INC Financial Services 67,074.0 $5.7M 1.61% +26K +64.9% $84.89 +7.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 30.7%
Technology 26.6%
Financial Services 17.5%
Healthcare 9.6%
Consumer Cyclical 7.7%
Utilities 3.4%
Consumer Defensive 2.4%
Basic Materials 1.1%
Communication Services 0.8%
Energy 0.1%