First Washington Corp Portfolio Holdings by Sector
First Washington Corp
- $266 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AGG SPY GDX RSP IGSB QQQ 6 stocks |
$59,802
22.45% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
PCAR 1 stocks |
$36,113
13.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT CRWD ZS TENB 4 stocks |
$18,675
7.01% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
ICE CME CBOE NDAQ 4 stocks |
$17,107
6.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
DY GVA MTZ 3 stocks |
$15,177
5.7% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
LASR MU NVDA AVGO MRVL QCOM AMD 7 stocks |
$14,792
5.55% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$8,948
3.36% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Airlines | Industrials
ALK 1 stocks |
$8,183
3.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY MRK 2 stocks |
$8,128
3.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$8,013
3.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VCEL VKTX 2 stocks |
$7,530
2.83% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$6,059
2.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$5,915
2.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN GNRC 2 stocks |
$5,865
2.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
DAR 1 stocks |
$5,090
1.91% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
LEN 1 stocks |
$5,049
1.9% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
UBER 1 stocks |
$4,868
1.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Real Estate—Development | Real Estate
LSEA 1 stocks |
$4,832
1.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
CTLP 1 stocks |
$4,787
1.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
EQT DVN 2 stocks |
$4,504
1.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT 1 stocks |
$3,391
1.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$3,190
1.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL Z 2 stocks |
$2,998
1.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Steel | Basic Materials
CLF 1 stocks |
$2,886
1.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Gas | Utilities
NWN 1 stocks |
$2,568
0.96% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,221
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$346
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
TRGP 1 stocks |
$304
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|