First Washington CORP
•CIK: 1390043•Filing: Q4 2025
**First Washington CORP** manages $386M across a portfolio of 58 positions, exhibiting a diversified yet concentrated approach. The fund's top holdings reveal significant allocations to healthcare and technology, notably PCAR at $42.8M and JCPB at $38.8M. Further substantial exposure includes fixed income via AGG ($29.7M) and technology leaders like MSFT ($9.8M) and MU ($9.4M). This structure suggests a tactical allocation balancing sector bets with core market exposure.
Total AUM
$386.1M
QoQ Performance
+3.5%
Positions
56
Top 10 Concentration
48.8%
Latest Filing
Q4 2025
Top Holdings Allocation
PCAR
JCPB
AGG
PCAR11.1%
JCPB10.0%
AGG7.7%
LASR3.8%
VKTX3.5%
DY2.9%
MSFT2.6%
MU2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.0%
Technology6.7%
Consumer6.3%
Healthcare4.7%
ETF2.4%
Financial2.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑2 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022