First-Washington

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "MU",
  "ZS",
  "BABA",
  "ALL",
  "GOOGL",
  "AVGO",
  "CP.TO",
  "LASR",
  "QCOM",
  "LEN",
  "ICE",
  null,
  null,
  "MRVL",
  "MDT",
  "MSFT",
  "NDAQ",
  "EQT",
  "PCAR",
  "ALK",
  "ANET",
  "AAPL",
  "SPY",
  "NVDA",
  "GEHC",
  "MRK",
  "UBER",
  "TRGP",
  "TENB",
  "GVA",
  "AMD",
  "F",
  "GNRC",
  "LSEA",
  "AMZN",
  "CLF",
  "VCEL",
  "VKTX",
  "Z",
  "DY",
  "MTZ",
  "NWN",
  "GEV",
  "BAC",
  "BRK-B",
  "CTLP",
  "CBOE",
  "CME",
  "COST",
  "CRWD",
  "DAR",
  "DVN",
  "RSP",
  "QQQ",
  "ETN",
  "LLY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 57
Total Value: 284874876
Accession Number: 0001390043-25-000002
Form Type: 13F-HR
CIK: first-washington
Manager Name: First-Washington

Data Enrichment

96% identified

55 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

57 positions • $284.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287226

Shares:—

Value:$38.0M

% of Portfolio:13.3% ($38.0M/$284.9M)

PACCAR INC

PCAR|693718108

Shares:—

Value:$36.1M

% of Portfolio:12.7% ($36.1M/$284.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:—

Value:$8.2M

% of Portfolio:2.9% ($8.2M/$284.9M)

ALASKA AIR GROUP, INC.

ALK|011659109

Shares:—

Value:$8.2M

% of Portfolio:2.9% ($8.2M/$284.9M)

FORD MOTOR CO

F|345370860

Shares:—

Value:$8.0M

% of Portfolio:2.8% ($8.0M/$284.9M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$7.9M

% of Portfolio:2.8% ($7.9M/$284.9M)

ELI LILLY & Co

LLY|532457108

Shares:—

Value:$7.2M

% of Portfolio:2.5% ($7.2M/$284.9M)

GE Vernova Inc.

GEV|36828A101

Shares:—

Value:$6.6M

% of Portfolio:2.3% ($6.6M/$284.9M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:—

Value:$6.5M

% of Portfolio:2.3% ($6.5M/$284.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:—

Value:$6.1M

% of Portfolio:2.1% ($6.1M/$284.9M)

92189F106

GDX|92189F106

Shares:—

Value:$6.0M

% of Portfolio:2.1% ($6.0M/$284.9M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:—

Value:$5.9M

% of Portfolio:2.1% ($5.9M/$284.9M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$5.6M

% of Portfolio:2.0% ($5.6M/$284.9M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:—

Value:$5.2M

% of Portfolio:1.8% ($5.2M/$284.9M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:—

Value:$5.2M

% of Portfolio:1.8% ($5.2M/$284.9M)

DYCOM INDUSTRIES INC

DY|267475101

Shares:—

Value:$5.2M

% of Portfolio:1.8% ($5.2M/$284.9M)

GRANITE CONSTRUCTION INC

GVA|387328107

Shares:—

Value:$5.1M

% of Portfolio:1.8% ($5.1M/$284.9M)

DARLING INGREDIENTS INC.

DAR|237266101

Shares:—

Value:$5.1M

% of Portfolio:1.8% ($5.1M/$284.9M)

LENNAR CORP /NEW/

LEN|526057104

Shares:—

Value:$5.0M

% of Portfolio:1.8% ($5.0M/$284.9M)

46137V357

RSP|46137V357

Shares:—

Value:$5.0M

% of Portfolio:1.7% ($5.0M/$284.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287226)✕	—	QoQ - YoY NEW	All Managers (Combined)	$38.0M	13.3% ($38.0M/$284.9M)	QoQ +20.79% (+$6.5M) YoY NEW(+$38.0M)
PACCAR INC(PCARcusip693718108)	—	QoQ - YoY -	All Managers (Combined)	$36.1M	12.7% ($36.1M/$284.9M)	QoQ -6.39% (-$2.5M) YoY -17.20% (-$7.5M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	—	QoQ - YoY -	All Managers (Combined)	$8.2M	2.9% ($8.2M/$284.9M)	QoQ -4.55% (-$390.6K) YoY -33.41% (-$4.1M)
ALASKA AIR GROUP, INC.(ALKcusip011659109)	—	QoQ - YoY -	All Managers (Combined)	$8.2M	2.9% ($8.2M/$284.9M)	QoQ -23.98% (-$2.6M) YoY +45.37% (+$2.6M)
FORD MOTOR CO(Fcusip345370860)	—	QoQ - YoY -	All Managers (Combined)	$8.0M	2.8% ($8.0M/$284.9M)	QoQ +42.89% (+$2.4M) YoY +49.47% (+$2.7M)
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$7.9M	2.8% ($7.9M/$284.9M)	QoQ -20.26% (-$2.0M) YoY -35.09% (-$4.2M)
ELI LILLY & Co(LLYcusip532457108)	—	QoQ - YoY NEW	All Managers (Combined)	$7.2M	2.5% ($7.2M/$284.9M)	QoQ +28.97% (+$1.6M) YoY NEW(+$7.2M)
GE Vernova Inc.(GEVcusip36828A101)	—	QoQ - YoY NEW	All Managers (Combined)	$6.6M	2.3% ($6.6M/$284.9M)	QoQ -26.45% (-$2.4M) YoY NEW(+$6.6M)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	—	QoQ - YoY -	All Managers (Combined)	$6.5M	2.3% ($6.5M/$284.9M)	QoQ +3.23% (+$204.4K) YoY +4.16% (+$260.9K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	—	QoQ - YoY -	All Managers (Combined)	$6.1M	2.1% ($6.1M/$284.9M)	QoQ -25.88% (-$2.1M) YoY -18.96% (-$1.4M)
(GDXcusip92189F106)	—	QoQ - YoY -	All Managers (Combined)	$6.0M	2.1% ($6.0M/$284.9M)	QoQ +35.56% (+$1.6M) YoY +26.45% (+$1.2M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	—	QoQ - YoY -	All Managers (Combined)	$5.9M	2.1% ($5.9M/$284.9M)	QoQ -5.05% (-$314.7K) YoY -1.63% (-$98.4K)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$5.6M	2.0% ($5.6M/$284.9M)	QoQ -28.14% (-$2.2M) YoY -10.84% (-$683.1K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	—	QoQ - YoY -	All Managers (Combined)	$5.2M	1.8% ($5.2M/$284.9M)	QoQ +3.04% (+$153.7K) YoY +258.51% (+$3.8M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	—	QoQ - YoY -	All Managers (Combined)	$5.2M	1.8% ($5.2M/$284.9M)	QoQ +15.76% (+$701.5K) YoY +23.50% (+$980.5K)
DYCOM INDUSTRIES INC(DYcusip267475101)	—	QoQ - YoY -	All Managers (Combined)	$5.2M	1.8% ($5.2M/$284.9M)	QoQ -12.47% (-$734.4K) YoY -13.95% (-$835.6K)
GRANITE CONSTRUCTION INC(GVAcusip387328107)	—	QoQ - YoY -	All Managers (Combined)	$5.1M	1.8% ($5.1M/$284.9M)	QoQ -28.43% (-$2.0M) YoY -13.04% (-$764.6K)
DARLING INGREDIENTS INC.(DARcusip237266101)	—	QoQ - YoY -	All Managers (Combined)	$5.1M	1.8% ($5.1M/$284.9M)	QoQ -7.27% (-$399.3K) YoY -15.56% (-$938.4K)
LENNAR CORP /NEW/(LENcusip526057104)	—	QoQ - YoY -	All Managers (Combined)	$5.0M	1.8% ($5.0M/$284.9M)	QoQ +59.02% (+$1.9M) YoY +116.73% (+$2.7M)
(RSPcusip46137V357)	—	QoQ NEW YoY NEW	All Managers (Combined)	$5.0M	1.7% ($5.0M/$284.9M)	QoQ NEW(+$5.0M) YoY NEW(+$5.0M)