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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
Page 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ANDE ANDERSONS INC Consumer Defensive 96,259.0 $6.9M 1.56% +1K +1.6% $71.78 -0.8%
22 SILC SILICOM LTD Technology 315,642.0 $6.7M 1.50% +11K +3.5% $21.10 +122.5%
23 MTRX MATRIX SVC CO Industrials 522,838.0 $6.0M 1.35% -90K -14.7% $11.48 +21.8%
24 ORN ORION GROUP HLDGS INC Industrials 528,208.0 $5.8M 1.30% $10.90 +45.8%
25 IMAX IMAX CORP Communication Services 150,292.0 $5.7M 1.29% +3K +1.9% $38.01 +16.6%
26 LIBERTY GLOBAL LTD 436,756.0 $5.1M 1.15% +9K +2.0% $11.73
27 EWBC EAST WEST BANCORP INC Financial Services 46,586.0 $5.0M 1.12% +399.0 +0.9% $106.76 +18.8%
28 SIGA SIGA TECHNOLOGIES INC Healthcare 890,498.0 $4.8M 1.07% +206K +30.2% $5.35 -19.3%
29 PCYO PURE CYCLE CORP Utilities 426,687.0 $4.3M 0.97% +56K +15.1% $10.06 +10.0%
30 LXFR LUXFER HLDGS PLC Industrials 342,174.0 $4.2M 0.94% +2K +0.7% $12.18 +56.7%
31 AGM FEDERAL AGRIC MTG CORP Financial Services 27,076.0 $4.0M 0.91% +460.0 +1.7% $148.35 +23.7%
32 CRD-B CRAWFORD & CO 347,595.0 $3.5M 0.78% -2K -0.5% $9.97 +4.4%
33 RBBN RIBBON COMMUNICATIONS INC Communication Services 1,407,178.0 $3.0M 0.67% +140K +11.0% $2.12 +20.8%
34 VTS VITESSE ENERGY INC Energy 131,679.0 $2.4M 0.54% -88K -40.1% $18.16 -11.8%
35 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 52,828.0 $2.2M 0.49% +655.0 +1.3% $41.27 +50.5%
36 MX MAGNACHIP SEMICONDUCTOR CORP Technology 743,953.0 $2.1M 0.47% +11K +1.5% $2.80 +111.4%
37 MSFT MICROSOFT CORP Technology 4,000.0 $1.5M 0.33% $370.17 +2.5%
38 CWK CRAWFORD & CO Real Estate 145,030.0 $1.5M 0.33% +3K +2.3% $10.14 +27.2%
39 SCHD SCHWAB STRATEGIC TR 42,375.0 $1.3M 0.29% -2K -3.4% $30.68 +3.8%
40 XLY SELECT SECTOR SPDR TR 11,596.0 $1.3M 0.28% $108.98 +7.5%
Page 2 of 5  ·  85 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 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%