First Washington
First Washington reported 51 stocks worth $411M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are JCPB (19.9%), PCAR (8.4%) and MU (5.5%). Compared with Q1 2026, the fund opened new positions in RSP, EWBC and MPWR, added to JCPB, GDX and BABA, trimmed MU, DY and MRVL and sold out of BRZE, ALL and CLF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JCPB J P Morgan Exchange Traded F | $81.6M | 19.9% | 1.7M | +192K (+12%) | 4 of 8 | |
| 2 |  PCAR Paccar Inc | $34.7M | 8.4% | 289K | No change | 8 of 8 | |
| 3 |  MU Micron Technology Inc | $22.7M | 5.5% | 20K | −13K (−40%) | 8 of 8 | |
| 4 |  DY Dycom Inds Inc | $16.7M | 4.1% | 33K | −382 (−1%) | 8 of 8 | |
| 5 |  MRVL Marvell Technology Inc | $16.2M | 4.0% | 55K | −587 (−1%) | 8 of 8 | |
| 6 |  VKTX Viking Therapeutics Inc | $14.9M | 3.6% | 381K | −4,066 (−1%) | 8 of 8 | |
| 7 |  MTZ Mastec Inc | $12.9M | 3.1% | 31K | −11K (−26%) | 8 of 8 | |
| 8 |  GEV GE Vernova Inc | $12M | 2.9% | 10K | −109 (−1%) | 8 of 8 | |
| 9 |  LASR Nlight Inc | $11.6M | 2.8% | 166K | −51K (−23%) | 8 of 8 | |
| 10 |  GVA Granite Constr Inc | $10.3M | 2.5% | 65K | −1,150 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →First Washington 13F FAQ
What does First Washington own?
First Washington reported 51 stocks worth $411M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are JCPB (19.9%), PCAR (8.4%) and MU (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did First Washington buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 7 added to, 31 trimmed and 4 sold out. New positions include RSP, EWBC and MPWR. It sold all of BRZE, ALL and CLF.
When will First Washington file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is First Washington's portfolio worth?
The Q2 2026 filing reports $411M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.