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Portfolio (Quarterly) Guide ↗

First Washington CORP

· CIK 0001390043
13F Portfolio $353M AUM 50 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 6 Added 12 Reduced 9 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRK MERCK & CO INC Healthcare 10,130.0 $1.2M 0.34% $120.29 +0.4%
42 IGSB ISHARES TR 16,620.0 $874K 0.25% -15K -47.1% $52.56 -0.3%
43 AMD ADVANCED MICRO DEVICES INC Technology 3,719.0 $757K 0.21% $203.43 +142.8%
44 QCOM QUALCOMM INC Technology 5,298.0 $682K 0.19% $128.78 +91.0%
45 FIX COMFORT SYS USA INC Industrials 376.0 $518K 0.15% $1378.99 +36.8%
46 TRGP TARGA RES CORP Energy 1,519.0 $381K 0.11% $250.73 +8.6%
47 BERKSHIRE HATHAWAY INC DEL 650.0 $311K 0.09% $479.20
48 NVT NVENT ELEC PLC Industrials 2,434.0 $288K 0.08% $118.28 +42.9%
49 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,644.0 $247K 0.07% $93.48 -4.5%
50 HUBB HUBBELL INC Industrials 411.0 $202K 0.06% NEW $490.74 -2.9%
Page 3 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 30.7%
Technology 26.6%
Financial Services 17.5%
Healthcare 9.6%
Consumer Cyclical 7.7%
Utilities 3.4%
Consumer Defensive 2.4%
Basic Materials 1.1%
Communication Services 0.8%
Energy 0.1%