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Portfolio (Quarterly) Guide ↗

FIRST WILSHIRE SECURITIES MANAGEMENT INC

· CIK 0000732847
13F Portfolio $486M AUM 82 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 10 Added 32 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 TPH TRI POINTE HOMES INC Consumer Cyclical 446,482 $20.9M 4.70% SOLD
2 MX MAGNACHIP SEMICONDUCTOR CORP Technology 743,953 $2.1M 0.47% SOLD
3 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,260 $339K 0.08% SOLD
4 MRK MERCK & CO INC Healthcare 1,853 $223K 0.05% SOLD
5 INTC INTEL CORP Technology 5,000 $221K 0.05% SOLD
6 PFXF VANECK ETF TRU 10,059 $176K 0.04% SOLD
Sector Allocation
Technology 25.5%
Industrials 21.7%
Basic Materials 15.1%
Financial Services 12.0%
Energy 7.6%
Consumer Cyclical 5.4%
Consumer Defensive 4.6%
Communication Services 3.6%
Healthcare 2.2%
Utilities 1.6%