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First Washington CORP
RIA/Wealth
First Washington CORP is a RIA/Wealth based in Seattle, WA led by David Dixon Lewis, reporting $427.5M in AUM as of Q3 2025 with JCPB as the largest holding (10% allocation).
ChairmanDavid Dixon Lewis
- Portfolio Value
- $373.0M
- Positions
- 56
- Top Holding
- JCPB at 10.45%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in First Washington CORP's portfolio (47.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $39.0M | 10.45% | +$39.0M New | — 819.4K shares | |
Agricultural - Machinery Industrials | $36.5M | 9.78% | — | 0.07% 370.9K shares | |
ETF ETF | $29.9M | 8.00% | -$8.6M Sold | — 297.8K shares | |
ETF ETF | $13.1M | 3.51% | — | — 19.6K shares | |
Semiconductors Technology | $11.6M | 3.12% | -$23.0K Sold | 0.79% 392.8K shares | |
Software - Infrastructure Technology | $10.6M | 2.85% | -$16.6K Sold | 0.00% 20.5K shares | |
Engineering & Construction Industrials | $9.9M | 2.64% | — | 0.12% 33.8K shares | |
ETF ETF | $9.9M | 2.64% | -$20.0K Sold | — 129.1K shares | |
Engineering & Construction Industrials | $9.0M | 2.41% | -$17.2K Sold | 0.05% 42.2K shares | |
Renewable Utilities Utilities | $8.5M | 2.27% | -$16.6K Sold | 0.01% 13.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in First Washington CORP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+150.6% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-22.41% | |
-0.66% | |
-0.21% | |
-0.2% |
Analytics
Portfolio insights and performance metrics for First Washington CORP
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