First Washington CORP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| J P MORGAN EXCHANGE TRADED F | 0 | 1,545,169 | +1,545,169 | 0 | 72,746,557 | 20.58% | +72,746,557 |
| EATON CORP PLC(ETN) | 0 | 17,527 | +17,527 | 0 | 6,268,882 | 1.77% | +6,268,882 |
| ARISTA NETWORKS INC(ANET) | 0 | 43,136 | +43,136 | 0 | 5,296,238 | 1.50% | +5,296,238 |
| MASTEC INC(MTZ) | 0 | 41,721 | +41,721 | 0 | 13,423,315 | 3.80% | +13,423,315 |
| CME GROUP INC(CME) | 0 | 27,016 | +27,016 | 0 | 7,979,176 | 2.26% | +7,979,176 |
| INTERCONTINENTAL EXCHANGE IN(ICE) | 0 | 45,404 | +45,404 | 0 | 7,141,141 | 2.02% | +7,141,141 |
| CBOE GLOBAL MKTS INC(CBOE) | 0 | 22,965 | +22,965 | 0 | 6,454,773 | 1.83% | +6,454,773 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 68,013 | +68,013 | 0 | 8,532,911 | 2.41% | +8,532,911 |
| NASDAQ INC(NDAQ) | 0 | 67,074 | +67,074 | 0 | 5,693,912 | 1.61% | +5,693,912 |
| MICRON TECHNOLOGY INC(MU) | 0 | 32,803 | +32,803 | 0 | 11,082,166 | 3.14% | +11,082,166 |
| COSTCO WHOLESALE CORPORATION(COST) | 0 | 6,338 | +6,338 | 0 | 6,315,373 | 1.79% | +6,315,373 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 55,135 | +55,135 | 0 | 5,461,122 | 1.55% | +5,461,122 |
| VANECK ETF TRUST | 0 | 102,306 | +102,306 | 0 | 9,388,622 | 2.66% | +9,388,622 |
| GENERAC HLDGS INC(GNRC) | 0 | 8,051 | +8,051 | 0 | 1,572,602 | 0.44% | +1,572,602 |
| GRANITE CONSTR INC(GVA) | 0 | 66,540 | +66,540 | 0 | 7,976,815 | 2.26% | +7,976,815 |
| HUBBELL INC(HUBB) | 0 | 411 | +411 | 0 | 201,694 | 0.06% | +201,694 |
| COMFORT SYS USA INC(FIX) | 0 | 376 | +376 | 0 | 518,500 | 0.15% | +518,500 |
| CANADIAN PACIFIC KANSAS CITY(CP) | 0 | 33,067 | +33,067 | 0 | 2,601,050 | 0.74% | +2,601,050 |
| MERCK & CO INC(MRK) | 0 | 10,130 | +10,130 | 0 | 1,218,538 | 0.34% | +1,218,538 |
| GE VERNOVA INC(GEV) | 0 | 10,352 | +10,352 | 0 | 9,036,261 | 2.56% | +9,036,261 |
| TARGA RES CORP(TRGP) | 0 | 1,519 | +1,519 | 0 | 380,859 | 0.11% | +380,859 |
| NVENT ELEC PLC(NVT) | 0 | 2,434 | +2,434 | 0 | 287,894 | 0.08% | +287,894 |
| ACUSHNET HLDGS CORP | 0 | 2,644 | +2,644 | 0 | 247,161 | 0.07% | +247,161 |
| DYCOM INDS INC(DY) | 0 | 33,371 | +33,371 | 0 | 11,306,762 | 3.20% | +11,306,762 |
| ALLSTATE CORP(ALL) | 0 | 15,219 | +15,219 | 0 | 3,155,507 | 0.89% | +3,155,507 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 650 | +650 | 0 | 311,480 | 0.09% | +311,480 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 3,719 | +3,719 | 0 | 756,556 | 0.21% | +756,556 |
| APPLE INC(AAPL) | 0 | 5,309 | +5,309 | 0 | 1,347,371 | 0.38% | +1,347,371 |
| ALPHABET INC(GOOG) | 0 | 7,577 | +7,577 | 0 | 2,178,842 | 0.62% | +2,178,842 |
| EAST WEST BANCORP INC(EWBC) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| QUALCOMM INC(QCOM) | 0 | 5,298 | +5,298 | 0 | 682,276 | 0.19% | +682,276 |
| ZILLOW GROUP INC(Z) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NVIDIA CORPORATION(NVDA) | 0 | 25,212 | +25,212 | 0 | 4,396,973 | 1.24% | +4,396,973 |
| VERICEL CORP(VCEL) | 0 | 109,759 | +109,759 | 0 | 3,530,947 | 1.00% | +3,530,947 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 0 | 13,576 | +13,576 | 0 | 8,829,016 | 2.50% | +8,829,016 |
| BROADCOM INC(AVGO) | 0 | 16,217 | +16,217 | 0 | 5,019,324 | 1.42% | +5,019,324 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 65,957 | +65,957 | 0 | 4,744,287 | 1.34% | +4,744,287 |
| AMAZON COM INC(AMZN) | 0 | 29,193 | +29,193 | 0 | 6,080,026 | 1.72% | +6,080,026 |
| ISHARES TR | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ISHARES TR | 0 | 16,620 | +16,620 | 0 | 873,547 | 0.25% | +873,547 |
| BANK AMERICA CORP | 0 | 139,692 | +139,692 | 0 | 6,809,985 | 1.93% | +6,809,985 |
| DEVON ENERGY CORP NEW(DVN) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| LENNAR CORP(LEN) | 0 | 63,581 | +63,581 | 0 | 5,521,374 | 1.56% | +5,521,374 |
| VIKING THERAPEUTICS INC(VKTX) | 0 | 385,366 | +385,366 | 0 | 12,539,810 | 3.55% | +12,539,810 |
| CROWDSTRIKE HLDGS INC(CRWD) | 0 | 14,570 | +14,570 | 0 | 5,688,274 | 1.61% | +5,688,274 |
| ZSCALER INC(ZS) | 0 | 13,716 | +13,716 | 0 | 1,924,218 | 0.54% | +1,924,218 |
| ELI LILLY & CO(LLY) | 0 | 8,602 | +8,602 | 0 | 7,911,862 | 2.24% | +7,911,862 |
| CLEVELAND-CLIFFS INC NEW(CLF) | 0 | 345,374 | +345,374 | 0 | 2,918,410 | 0.83% | +2,918,410 |
| NLIGHT INC(LASR) | 0 | 217,051 | +217,051 | 0 | 12,376,248 | 3.50% | +12,376,248 |
| ALASKA AIR GROUP INC | 0 | 164,218 | +164,218 | 0 | 6,039,938 | 1.71% | +6,039,938 |
| BRAZE INC(BRZE) | 0 | 221,513 | +221,513 | 0 | 5,229,922 | 1.48% | +5,229,922 |
| EQT CORP(EQT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MICROSOFT CORP(MSFT) | 0 | 16,357 | +16,357 | 0 | 6,054,871 | 1.71% | +6,054,871 |
| DARLING INGREDIENTS INC(DAR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| FISERV INC(FISV) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| EATON CORP PLC(ETN) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ARISTA NETWORKS INC(ANET) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MEDTRONIC PLC(MDT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| PACCAR INC(PCAR) | 0 | 288,639 | +288,639 | 0 | 33,337,805 | 9.43% | +33,337,805 |
| ISHARES TR | 0 | 40,935 | +40,935 | 0 | 4,063,617 | 1.15% | +4,063,617 |