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	Status
1	BRZE	BRAZE INC	Technology	221,513	$5.2M	1.48%	SOLD
2	ALL	ALLSTATE CORP	Financial Services	15,219	$3.2M	0.89%	SOLD
3	CLF	CLEVELAND-CLIFFS INC NEW	Basic Materials	345,374	$2.9M	0.83%	SOLD
4	IGSB	ISHARES TR	—	16,620	$874K	0.25%	SOLD

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%