We are live on ! Find out more
FWC

First Washington Corp Portfolio holdings

AUM $353M
1-Year Est. Return 41.46%
This Fund
S&P 500
This Quarter Est. Return
+2.56%
1 Year Est. Return
+41.46%
3 Year Est. Return
+104.47%
5 Year Est. Return
+75.97%
10 Year Est. Return
+465.38%
AUM
$353M
AUM Growth
-$32.6M
Cap. Flow
-$34.9M
Cap. Flow %
-9.88%
Top 10 Hldgs %
54.91%
Holding
59
New
1
Increased
6
Reduced
34
Closed
9

Top Buys

1
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$34.4M
2
BABA icon
Alibaba
BABA
+$3.32M
3
CME icon
CME Group
CME
+$2.59M
4
ICE icon
Intercontinental Exchange
ICE
+$2.56M
5
NDAQ icon
Nasdaq
NDAQ
+$2.37M

Top Sells

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$25.7M
2
PCAR icon
PACCAR
PCAR
+$12.3M
3
LASR icon
nLIGHT
LASR
+$9.31M
4
MDT icon
Medtronic
MDT
+$7.92M
5
GEHC icon
GE HealthCare
GEHC
+$6.55M

Sector Composition

1 Industrials 26.19%
2 Technology 19.82%
3 Financials 10.62%
4 Healthcare 7.13%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
26
Marvell Technology
MRVL
$169B
$5.46M 1.55%
55,135
-285
-0.5% -$23.9K
ANET icon
27
Arista Networks
ANET
$212B
$5.3M 1.5%
43,136
-118
-0.3% -$15.8K
BRZE icon
28
Braze
BRZE
$2.95B
$5.23M 1.48%
221,513
-1,484
-0.7% -$32.1K
AVGO icon
29
Broadcom
AVGO
$1.78T
$5.02M 1.42%
16,217
-8
-0% -$2.63K
UBER icon
30
Uber
UBER
$151B
$4.74M 1.34%
65,957
-45
-0.1% -$3.46K
NVDA icon
31
NVIDIA
NVDA
$5.02T
$4.4M 1.24%
25,212
-202
-0.8% -$37.1K
AGG icon
32
iShares Core US Aggregate Bond ETF
AGG
$139B
$4.06M 1.15%
40,935
-256,847
-86% -$25.7M
VCEL icon
33
Vericel Corp
VCEL
$2.44B
$3.53M 1%
109,759
-72
-0.1% -$2.56K
ALL icon
34
Allstate
ALL
$62.3B
$3.16M 0.89%
15,219
-8
-0.1% -$1.64K
CLF icon
35
Cleveland-Cliffs
CLF
$5.44B
$2.92M 0.83%
345,374
-2,159
-0.6% -$24.7K
CP icon
36
Canadian Pacific Kansas City
CP
$82.5B
$2.6M 0.74%
33,067
-19
-0.1% -$1.5K
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$4.33T
$2.18M 0.62%
7,577
-5
-0.1% -$1.57K
ZS icon
38
Zscaler
ZS
$23.7B
$1.92M 0.54%
13,716
-8
-0.1% -$1.42K
GNRC icon
39
Generac Holdings
GNRC
$12.7B
$1.57M 0.44%
8,051
-6
-0.1% -$1.15K
AAPL icon
40
Apple
AAPL
$4.89T
$1.35M 0.38%
5,309
-4
-0.1% -$1.04K
MRK icon
41
Merck
MRK
$315B
$1.22M 0.34%
10,130
– –
IGSB icon
42
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$874K 0.25%
16,620
-14,800
-47% -$782K
AMD icon
43
Advanced Micro Devices
AMD
$817B
$757K 0.21%
3,719
– –
QCOM icon
44
Qualcomm
QCOM
$180B
$682K 0.19%
5,298
– –
FIX icon
45
Comfort Systems
FIX
$59.2B
$519K 0.15%
376
– –
TRGP icon
46
Targa Resources
TRGP
$60.2B
$381K 0.11%
1,519
– –
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.06T
$311K 0.09%
650
– –
NVT icon
48
nVent Electric
NVT
$24.8B
$288K 0.08%
2,434
– –
GOLF icon
49
Acushnet Holdings
GOLF
$6.81B
$247K 0.07%
2,644
– –
HUBB icon
50
Hubbell
HUBB
$25.5B
$202K 0.06%
+411
New +$202K
1
2
3

Similar funds

GFG
Greystone Financial Group Bloomfield Hills, Michigan $353M AUM 16.16% 1-Year Est. Return
OBGC
O'Brien Greene & Co Media, Pennsylvania $353M AUM 30.94% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
FAP
Financial Advisory Partners Winter Park, Florida $354M AUM 14.78% 1-Year Est. Return
SCA
Strathmore Capital Advisors Charlotte, North Carolina $354M AUM 17.33% 1-Year Est. Return
WAM
Wilson Asset Management Sydney, Australia $354M AUM 11.05% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

First Washington Corp's Q1 2026 Portfolio in Review

As of Q1 2026, First Washington Corp held 59 positions worth $353M, down 8.4% from $386M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

First Washington Corp withdrew a net $34.9M in Q1 2026, closing 9 positions and reducing 34 holdings. Its most notable exit was Medtronic, an estimated $7.92M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 26% of assets, up from 25% a quarter earlier, followed by Technology and Financials.

Against the trend, First Washington Corp opened a new position in Hubbell worth $202K.

  • First Washington Corp's largest Q1 2026 buy was Hubbell: 411 shares worth $202K.
  • First Washington Corp added most to JPMorgan Core Plus Bond ETF in Q1 2026, an estimated $34.4M increase.
  • First Washington Corp's biggest Q1 2026 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $25.7M.
  • First Washington Corp fully exited Medtronic in Q1 2026, selling an estimated $7.92M.
  • First Washington Corp's ten largest holdings make up 55% of its $353M portfolio in Q1 2026.
  • First Washington Corp opened 1 new position and closed 9 in Q1 2026.
  • First Washington Corp's portfolio value fell 8.4% quarter-over-quarter to $353M.

Based on First Washington Corp's 13F filing for Q1 2026, filed 14 May 2026.