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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
1 Industrials 26.19%
2 Technology 19.82%
3 Financials 10.62%
4 Healthcare 7.13%
5 Consumer Discretionary 5.77%

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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.