First Washington CORP: 13F holdings
CIK 13900432026Q2
| Positions | 51 |
|---|
| Reported value | $410.5m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 51 (+1 vs prior quarter) |
|---|
| Reported value | $410.5m (+16.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JCPB J P MORGAN EXCHANGE TRADED F | 1,737,492 | $81.6m | 19.9% |
| PCAR PACCAR INC | 288,639 | $34.7m | 8.4% |
| MU MICRON TECHNOLOGY INC | 19,657 | $22.7m | 5.5% |
| DY DYCOM INDS INC | 32,989 | $16.7m | 4.1% |
| MRVL MARVELL TECHNOLOGY INC | 54,548 | $16.2m | 4.0% |
| VKTX VIKING THERAPEUTICS INC | 381,300 | $14.9m | 3.6% |
| MTZ MASTEC INC | 31,052 | $12.9m | 3.1% |
| GEV GE VERNOVA INC | 10,243 | $12.0m | 2.9% |
| LASR NLIGHT INC | 166,098 | $11.6m | 2.8% |
| GVA GRANITE CONSTR INC | 65,390 | $10.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1390043")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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