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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
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IMAX IMAX CORP Communication Services 148,386.0 $5.9M 1.22% -2K -1.3% $39.86 +37.1%
22 AGM FEDERAL AGRIC MTG CORP Financial Services 26,820.0 $5.3M 1.10% -256.0 -0.9% $199.27 +8.8%
23 PCYO PURE CYCLE CORP Utilities 418,677.0 $4.5M 0.92% -8K -1.9% $10.71 +9.2%
24 CAMT CAMTEK LTD Technology 24,885.0 $4.1M 0.84% -67K -72.8% $163.12 -10.4%
25 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 51,869.0 $2.6M 0.53% -959.0 -1.8% $49.98 +4.1%
26 VTS VITESSE ENERGY INC Energy 130,722.0 $2.1M 0.42% -957.0 -0.7% $15.77 +7.0%
27 SIRI SIRIUSXM HOLDINGS INC Communication Services 47,198.0 $1.4M 0.29% -3K -5.2% $29.54 -2.2%
28 GE GE AEROSPACE Industrials 2,937.0 $1.1M 0.23% -185.0 -5.9% $373.73 -7.3%
29 CSCO CISCO SYS INC Technology 7,575.0 $890K 0.18% -100.0 -1.3% $117.46 -5.3%
30 GOOGL ALPHABET INC CAP STK Communication Services 1,667.0 $596K 0.12% -10.0 -0.6% $357.37 -3.0%
31 C CITIGROUP INC Financial Services 2,046.0 $286K 0.06% -32.0 -1.5% $139.96 -5.0%
32 JPM JPMORGAN CHASE & CO Financial Services 674.0 $221K 0.04% -319.0 -32.1% $327.33 +8.5%
Page 2 of 2  ·  32 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 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%