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Asset Manager ← All Institutions

WASHINGTON CAPITAL MANAGEMENT, INC

1200 SIXTH AVENUE STE 700, SEATTLE, WA 98101 • 2063820825

Q3 2025 · Filed 2025-10-28
Market Value
$139M
+3.9%
Holdings
129
+4
New Purchases
17
Added To
16
Closed
16
Reduced
39
Top 10 Concentration
49.7%
Turnover
25.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BDX 0.71% 0.00% +0.71% $982K
CIEN 1.44% 0.99% +0.45% $2M
BAH 0.43% 0.00% +0.43% $595K
IWM 1.21% 0.80% +0.41% $2M
WCC 0.40% 0.00% +0.40% $550K
AEM 2.16% 1.76% +0.39% $3M
GOOG 1.60% 1.21% +0.39% $2M
MOH 0.80% 0.41% +0.39% $1M
P 0.38% 0.00% +0.38% $520K
HUBS 0.34% 0.00% +0.34% $468K
FELE 0.34% 0.00% +0.34% $466K
WH 0.32% 0.00% +0.32% $439K
FTV 0.31% 0.00% +0.31% $428K
CGNX 0.29% 0.00% +0.29% $408K
ZTS 0.29% 0.00% +0.29% $405K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CNC 0.00% 0.83% -0.83% $0
STM 0.00% 0.80% -0.80% $0
BRKRP 0.00% 0.69% -0.69% $0
JCI 0.00% 0.67% -0.67% $0
CNHI 0.29% 0.87% -0.58% $400K
ALGN 0.00% 0.53% -0.53% $0
INGR 0.00% 0.50% -0.50% $0
DV 0.00% 0.49% -0.49% $0
PATH 0.00% 0.48% -0.48% $0
CCK 0.00% 0.47% -0.47% $0
WRB 0.00% 0.42% -0.42% $0
CPB 0.00% 0.40% -0.40% $0
S 0.00% 0.39% -0.39% $0
KNX 0.00% 0.35% -0.35% $0
TRMB 0.00% 0.29% -0.29% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 48.8%
Technology 14.6%
Healthcare 10.7%
Industrials 9.5%
Consumer Cyclical 4.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 15 $49M 35.1%
Large Cap 85 $77M 55.9%
Mid Cap 27 $12M 8.8%
Small Cap 2 $426K 0.3%

Portfolio Analytics

Avg Market Cap
$157.8B
Median Market Cap
$24.6B
Avg P/E
40.1
Median P/E
23.8
Avg Dividend Yield
0.01%
Avg Beta
0.96
# Stocks
116
# ETFs / Funds
13

Top Holdings (129 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 19.56% 82,583 $27M $328.17 $1M -2,211 -2.6%
2 DIA 7.20% 21,499 $10M $463.74 $496K
3 SPY 6.57% 13,671 $9M $666.18 $661K
4 BSV 5.05% 88,630 $7M $78.91 $19K
5 IGSB 2.27% 59,418 $3M $53.03 $16K
6 AEM 2.16% 17,720 $3M $168.56 $634K -2,060 -10.4%
7 JPM 2.06% 9,045 $3M $315.43 $163K -235 -2.5%
8 ACWX 1.78% 37,860 $2M $65.01 $154K
9 GOOG 1.60% 9,100 $2M $243.55 $602K
10 CIEN 1.44% 13,660 $2M $145.67 $671K -2,560 -15.8%
11 PNC 1.22% 8,430 $2M $200.93 $78K -240 -2.8%
12 IWM 1.21% 6,939 $2M $241.96 $613K +2,000 +40.5%
13 KEY 1.05% 77,510 $1M $18.69 $63K -2,020 -2.5%
14 VCSH 1.03% 17,925 $1M $79.93 -$19K -330 -1.8%
15 VEU 1.01% 19,570 $1M $71.37 $80K -25 -0.1%
16 EA 1.01% 6,910 $1M $201.70 $254K -225 -3.1%
17 SLB 0.98% 39,660 $1M $34.37 $106K +2,475 +6.7%
18 LH 0.98% 4,730 $1M $287.06 $78K -145 -3.0%
19 EMR 0.96% 10,190 $1M $131.18 -$170K -1,110 -9.8%
20 PHM 0.95% 10,000 $1M $132.13 $267K
21 HAL 0.90% 50,420 $1M $24.60 $180K -1,600 -3.1%
22 MCHP 0.89% 19,135 $1M $64.22 -$259K -2,010 -9.5%
23 CSCO 0.88% 17,810 $1M $68.42 -$84K -960 -5.1%
24 BAC 0.85% 22,895 $1M $51.59 $19K -1,660 -6.8%
25 NSC 0.83% 3,825 $1M $300.41 $130K -155 -3.9%
26 HOLX 0.82% 16,900 $1M $67.49 $10K -445 -2.6%
27 MOH 0.80% 5,805 $1M $191.36 $560K +3,955 +213.8%
28 SBAC 0.78% 5,560 $1M $193.35 -$275K -190 -3.3%
29 BDX 0.71% 5,245 $982K $187.17 +5,245 NEW
30 FTS 0.69% 18,815 $955K $50.74 $57K
31 VOO 0.68% 1,542 $944K $612.38 $39K -51 -3.2%
32 ITT 0.67% 5,180 $926K $178.76 $100K -85 -1.6%
33 GEHC 0.59% 10,900 $819K $75.10 $11K
34 MDB 0.58% 2,600 $807K $310.38 $93K -800 -23.5%
35 MKSI 0.57% 6,400 $792K $123.77 $57K -1,000 -13.5%
36 LEVI 0.57% 33,700 $785K $23.30 $59K -5,600 -14.2%
37 KR 0.56% 11,550 $779K $67.41 -$57K -100 -0.9%
38 KEX 0.56% 9,325 $778K $83.45 $131K +3,615 +63.3%
39 TFC 0.56% 17,000 $777K $45.72 $261K +5,000 +41.7%
40 MRK 0.55% 9,033 $758K $83.93 $16K -345 -3.7%
41 MMS 0.53% 8,000 $731K $91.37 $169K
42 NBIX 0.53% 5,200 $730K $140.38 -$49K -1,000 -16.1%
43 MRVL 0.52% 8,500 $715K $84.07 -$28K -1,100 -11.5%
44 ASO 0.51% 14,100 $705K $50.02 $73K
45 ORCL 0.51% 2,500 $703K $281.24 $157K
46 CTRA 0.50% 29,400 $695K $23.65 $86K +5,400 +22.5%
47 CAH 0.49% 4,350 $683K $156.96 -$48K
48 NXPI 0.49% 2,980 $679K $227.73 -$12K -180 -5.7%
49 EXPE 0.48% 3,100 $663K $213.75 $241K +600 +24.0%
50 DG 0.48% 6,400 $661K $103.35 -$71K
51 HUM 0.48% 2,540 $661K $260.17 $40K
52 BILL 0.47% 12,300 $652K $52.97 $83K
53 LHX 0.46% 2,100 $641K $305.41 $90K -100 -4.5%
54 DIOD 0.45% 11,600 $617K $53.21 $120K +2,200 +23.4%
55 LMT 0.45% 1,235 $617K $499.21 $5K -85 -6.4%
56 MDT 0.44% 6,455 $615K $95.24 $9K -500 -7.2%
57 NDSN 0.44% 2,700 $613K $226.95 $34K
58 GTLB 0.44% 13,500 $609K $45.08 -$405
59 BAH 0.43% 5,950 $595K $99.95 +5,950 NEW
60 TKR 0.42% 7,800 $586K $75.18 $144K +1,700 +27.9%
61 BLD 0.42% 1,500 $586K $390.86 $182K +250 +20.0%
62 EME 0.42% 900 $585K $649.54 -$138K -450 -33.3%
63 XOM 0.42% 5,160 $582K $112.75 -$28K -495 -8.8%
64 FROG 0.41% 12,100 $573K $47.33 $42K
65 VRT 0.41% 3,795 $573K $150.86 $85K
66 DUK 0.41% 4,595 $569K $123.75 -$13K -335 -6.8%
67 JBHT 0.41% 4,200 $564K $134.17 -$40K
68 WCC 0.40% 2,600 $550K $211.50 +2,600 NEW
69 SOLV 0.40% 7,500 $548K $73.00 -$21K
70 MUSA 0.39% 1,400 $544K $388.26 $218K +600 +75.0%
71 TGT 0.39% 5,975 $536K $89.70 $34K +885 +17.4%
72 P 0.38% 6,200 $520K $83.81 +6,200 NEW
73 GOOGL 0.37% 2,130 $518K $243.10 $121K -120 -5.3%
74 HUBB 0.37% 1,200 $516K $430.31 $26K
75 VOYA 0.37% 6,900 $516K $74.80 $26K
76 CSX 0.36% 14,200 $504K $35.51 $41K
77 VUSB 0.36% 10,000 $500K $50.00 $1K
78 CFLT 0.34% 24,000 $475K $19.80 -$123K
79 COP 0.34% 5,000 $473K $94.59 $24K
80 VGSH 0.34% 8,000 $471K $58.85 $560
81 CFR 0.34% 3,700 $469K $126.77 -$7K
82 HUBS 0.34% 1,000 $468K $467.80 +1,000 NEW
83 C 0.34% 4,600 $467K $101.50 -$95K -2,000 -30.3%
84 FELE 0.34% 4,900 $466K $95.20 +4,900 NEW
85 GMED 0.33% 8,100 $464K $57.27 $127K +2,400 +42.1%
86 CPNG 0.32% 13,900 $448K $32.20 $31K
87 FITB 0.32% 10,000 $446K $44.55 $34K
88 UNH 0.32% 1,275 $440K $345.30 $18K -80 -5.9%
89 WH 0.32% 5,500 $439K $79.90 +5,500 NEW
90 FTV 0.31% 8,730 $428K $48.99 +8,730 NEW
91 VIOG 0.31% 3,500 $426K $121.76 $26K
92 CGNX 0.29% 9,000 $408K $45.30 +9,000 NEW
93 ZTS 0.29% 2,770 $405K $146.32 +2,770 NEW
94 NVCR 0.29% 31,000 $401K $12.92 $27K +10,000 +47.6%
95 CNHI 0.29% 36,890 $400K $10.85 -$760K -52,624 -58.8%
96 STE 0.29% 1,600 $396K $247.44 +1,600 NEW
97 IT 0.28% 1,500 $394K $262.87 +1,500 NEW
98 VMI 0.28% 1,000 $388K $387.73 $61K
99 RGEN 0.27% 2,800 $374K $133.67 +2,800 NEW
100 DGX 0.25% 1,805 $344K $190.58 -$7K -150 -7.7%

New Positions

SymbolValue% Port
BDX $982K 0.71%
BAH $595K 0.43%
WCC $550K 0.40%
P $520K 0.38%
HUBS $468K 0.34%
FELE $466K 0.34%
WH $439K 0.32%
FTV $428K 0.31%
CGNX $408K 0.29%
ZTS $405K 0.29%
STE $396K 0.29%
IT $394K 0.28%
RGEN $374K 0.27%
TEAM $335K 0.24%
CXW $322K 0.23%

Sold Out Positions

SymbolValue% Port
PATH —%
KNX —%
CNC —%
S —%
CCK —%
STM —%
WRB —%
INGR —%
JCI —%
DV —%
LULU —%
CPB —%
ALGN —%
VC —%
TRMB —%
View SEC EDGAR Filings for WASHINGTON CAPITAL MANAGEMENT, INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms