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Portfolio (Quarterly) Guide ↗

FIRST WILSHIRE SECURITIES MANAGEMENT INC

· CIK 0000732847
13F Portfolio $398M AUM 87 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 87 New
Page 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 2,278.0 $471K 0.12% NEW $206.95 +11.5%
62 HD HOME DEPOT INC Consumer Cyclical 1,325.0 $456K 0.12% NEW $344.10 -11.6%
63 CMC COMMERCIAL METALS CO Basic Materials 6,500.0 $450K 0.11% NEW $69.22 +2.9%
64 ABT ABBOTT LABS Healthcare 3,475.0 $435K 0.11% NEW $125.29 -32.6%
65 IYT ISHARES TR 5,600.0 $417K 0.10% NEW $74.51 +7.5%
66 XLC SELECT SECTOR SPDR TR STATE STREET 3,500.0 $412K 0.10% NEW $117.72 -1.4%
67 DGX QUEST DIAGNOSTICS INC Healthcare 2,350.0 $408K 0.10% NEW $173.53 +8.3%
68 J JACOBS SOLUTIONS INC Industrials 3,025.0 $401K 0.10% NEW $132.46 -14.9%
69 VYM VANGUARD WHITEHALL FDS 2,600.0 $373K 0.09% NEW $143.52 +8.5%
70 IVES WEDBUSH SER TR 11,500.0 $364K 0.09% NEW $31.61 +15.0%
71 CUBI CUSTOMERS BANCORP INC Financial Services 4,900.0 $358K 0.09% NEW $73.12 +1.0%
72 GEV GE VERNOVA INC Utilities 533.0 $348K 0.09% NEW $653.57 +66.9%
73 JPM JPMORGAN CHASE & CO. Financial Services 993.0 $320K 0.08% NEW $322.22 -6.9%
74 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,260.0 $312K 0.08% NEW $137.96 +1.9%
75 IVV ISHARES TR 452.0 $310K 0.08% NEW $684.94 +8.4%
76 PG PROCTER AND GAMBLE CO Consumer Defensive 1,990.0 $285K 0.07% NEW $143.31 -0.4%
77 C CITIGROUP INC Financial Services 2,362.0 $276K 0.07% NEW $116.69 +5.8%
78 CVX CHEVRON CORP NEW Energy 1,705.0 $260K 0.07% NEW $152.41 +22.5%
79 PSTL POSTAL REALTY TRU Real Estate 16,080.0 $260K 0.07% NEW $16.14 +42.5%
80 AAPL APPLE INC Technology 860.0 $234K 0.06% NEW $271.86 +10.4%
Page 4 of 5  ·  87 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
Technology 20.8%
Industrials 18.1%
Financial Services 17.0%
Basic Materials 13.8%
Consumer Cyclical 9.8%
Energy 9.3%
Communication Services 3.7%
Consumer Defensive 3.2%
Healthcare 2.1%
Utilities 1.6%