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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
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 44,933.0 $5.5M 1.35% -471.0 -1.0% $123.11 +31.5%
22 CBOE CBOE GLOBAL MKTS INC Financial Services 22,728.0 $5.5M 1.34% -237.0 -1.0% $242.67 +30.0%
23 NDAQ NASDAQ INC Financial Services 66,389.0 $5.2M 1.27% -685.0 -1.0% $78.82 +27.0%
24 NVDA NVIDIA CORPORATION Technology 24,927.0 $5.0M 1.22% -285.0 -1.1% $200.09 +12.7%
25 UBER UBER TECHNOLOGIES INC Technology 65,169.0 $4.7M 1.15% -788.0 -1.2% $72.16 +6.0%
26 CANADIAN PACIFIC KANSAS CITY 32,736.0 $2.8M 0.69% -331.0 -1.0% $86.65
27 GNRC GENERAC HLDGS INC Industrials 7,956.0 $2.3M 0.57% -95.0 -1.2% $292.81 -31.1%
28 ZS ZSCALER INC Technology 13,565.0 $1.9M 0.47% -151.0 -1.1% $141.15 +34.0%
29 AGG ISHARES TR 19,338.0 $1.9M 0.47% -22K -52.8% $98.98 -1.2%
30 AMD ADVANCED MICRO DEVICES INC Technology 1,847.0 $1.1M 0.26% -2K -50.3% $580.91 -17.8%
31 QCOM QUALCOMM INC Technology 3,973.0 $734K 0.18% -1K -25.0% $184.79 -11.5%
Page 2 of 2  ·  31 positions

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%