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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 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FIX COMFORT SYS USA INC Industrials 376.0 $745K 0.18% $1981.95 -19.2%
42 QCOM QUALCOMM INC Technology 3,973.0 $734K 0.18% -1K -25.0% $184.79 -11.2%
43 NVT NVENT ELEC PLC Industrials 2,434.0 $413K 0.10% $169.61 -8.8%
44 TRGP TARGA RES CORP Energy 1,519.0 $407K 0.10% $268.14 +6.7%
45 BERKSHIRE HATHAWAY INC DEL 650.0 $325K 0.08% $500.39
46 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,644.0 $313K 0.08% $118.53 -27.8%
47 EWBC EAST WEST BANCORP INC Financial Services 1,816.0 $234K 0.06% NEW $129.09 +0.1%
48 MPWR MONOLITHIC PWR SYS INC Technology 159.0 $220K 0.05% NEW $1382.36 -5.0%
49 HUBB HUBBELL INC Industrials 411.0 $215K 0.05% $523.20 -9.9%
50 IWM ISHARES TR 680.0 $204K 0.05% NEW $300.45 -0.3%
51 AGO ASSURED GUARANTY LTD Financial Services 1,663.0 $133K 0.03% NEW $80.16 -5.4%
Page 3 of 3  ·  51 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%