First Washington Corp Portfolio Holdings by Sector
First Washington Corp
- $290 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AGG SPY RSP GDX IGSB 5 stocks |
$65,534
22.62% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR 1 stocks |
$35,256
12.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
LASR AVGO MRVL MU NVDA QCOM AMD 7 stocks |
$26,102
9.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD ZS 3 stocks |
$22,201
7.66% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
DY MTZ GVA FIX 4 stocks |
$21,985
7.59% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE CME CBOE NDAQ 4 stocks |
$18,256
6.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$9,928
3.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
ALK 1 stocks |
$8,227
2.84% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK 2 stocks |
$7,598
2.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VCEL VKTX 2 stocks |
$7,550
2.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GNRC 2 stocks |
$7,514
2.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$7,254
2.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN 1 stocks |
$7,082
2.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$6,708
2.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$6,342
2.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$6,234
2.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$6,146
2.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
DAR 1 stocks |
$6,142
2.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT DVN 2 stocks |
$4,601
1.59% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$3,102
1.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF 1 stocks |
$2,650
0.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL Z 2 stocks |
$1,665
0.57% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,110
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$315
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
TRGP 1 stocks |
$264
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|