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Portfolio (Quarterly) Guide ↗

First Washington CORP

· CIK 0001390043
13F Portfolio $411M AUM 51 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 7 Added 31 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JCPB J P MORGAN EXCHANGE TRADED F 1,737,492.0 $81.6M 19.87% +192K +12.4% $46.94 -1.2%
2 GDX VANECK ETF TRUST 134,882.0 $10.2M 2.48% +33K +31.8% $75.45 +36.4%
3 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 103,936.0 $10.0M 2.43% +36K +52.8% $95.98 +20.7%
4 VCEL VERICEL CORP Healthcare 170,355.0 $7.6M 1.85% +61K +55.2% $44.49 -5.6%
5 MSFT MICROSOFT CORP Technology 16,460.0 $6.1M 1.50% +103.0 +0.6% $373.02 +35.1%
6 GOOGL ALPHABET INC Communication Services 12,074.0 $4.3M 1.05% +4K +59.4% $357.37 -4.8%
7 AAPL APPLE INC Technology 14,233.0 $4.1M 1.00% +9K +168.1% $289.36 +7.2%

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
Technology 31.0%
Industrials 30.4%
Financial Services 13.0%
Healthcare 10.9%
Consumer Cyclical 7.4%
Utilities 3.9%
Consumer Defensive 1.9%
Communication Services 1.4%
Energy 0.1%