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Portfolio (Quarterly) Guide ↗

FIRST WILSHIRE SECURITIES MANAGEMENT INC

· CIK 0000732847
13F Portfolio $444M AUM 85 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 29 Added 19 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EZPW EZCORP INC Financial Services 740,771.0 $18.8M 4.24% -998K -57.4% $25.38 +25.0%
2 CAMT CAMTEK LTD Technology 91,649.0 $13.9M 3.13% -13K -12.2% $151.61 +28.7%
3 NWPX NWPX INFRASTRUCTURE INC Industrials 177,245.0 $13.8M 3.11% -118K -40.0% $77.86 +78.8%
4 GILT GILAT SATELLITE NETWORKS LTD Technology 606,189.0 $9.1M 2.05% -329K -35.1% $15.02 -12.2%
5 TPC TUTOR PERINI CORP Industrials 100,785.0 $7.8M 1.75% -12K -10.9% $77.19 +1.0%
6 MTRX MATRIX SVC CO Industrials 522,838.0 $6.0M 1.35% -90K -14.7% $11.48 +21.8%
7 CRD-B CRAWFORD & CO 347,595.0 $3.5M 0.78% -2K -0.5% $9.97 +4.4%
8 VTS VITESSE ENERGY INC Energy 131,679.0 $2.4M 0.54% -88K -40.1% $18.16 -11.8%
9 SCHD SCHWAB STRATEGIC TR 42,375.0 $1.3M 0.29% -2K -3.4% $30.68 +3.8%
10 SIRI SIRIUSXM HOLDINGS INC Communication Services 49,781.0 $1.1M 0.26% -628.0 -1.2% $23.08 +21.4%
11 GE GE AEROSPACE Industrials 3,122.0 $886K 0.20% -68.0 -2.1% $283.77 +26.0%
12 AMZN AMAZON Consumer Cyclical 2,583.0 $538K 0.12% -126.0 -4.7% $208.31 +17.3%
13 BAC BANK AMERICA CORP Financial Services 10,962.0 $534K 0.12% -360.0 -3.2% $48.75 +15.3%
14 GOOGL ALPHABET INC CAP STK Communication Services 1,677.0 $482K 0.11% -90.0 -5.1% $287.56 +28.0%
15 GEV GE VERNOVA INC Utilities 477.0 $416K 0.09% -56.0 -10.5% $872.90 +27.1%
16 QQQM INVESCO EXCH TRA 1,120.0 $266K 0.06% -923.0 -45.2% $237.62 +28.2%
17 C CITIGROUP INC Financial Services 2,078.0 $236K 0.05% -284.0 -12.0% $113.41 +26.2%
18 MRK MERCK & CO INC Healthcare 1,853.0 $223K 0.05% -212.0 -10.3% $120.29 -5.3%
19 PFXF VANECK ETF TRU 10,059.0 $176K 0.04% -238.0 -2.3% $17.54 +5.5%

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 19.1%
Basic Materials 17.0%
Consumer Cyclical 11.5%
Financial Services 10.1%
Energy 9.0%
Consumer Defensive 5.0%
Communication Services 3.3%
Healthcare 2.1%
Utilities 1.5%