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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 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHD SCHWAB STRATEGIC TR 42,375.0 $1.3M 0.28% $31.71 +11.0%
42 MPC MARATHON PETE CORP Energy 4,786.0 $1.2M 0.25% $255.67 +41.8%
43 GE GE AEROSPACE Industrials 2,937.0 $1.1M 0.23% -185.0 -5.9% $373.73 -8.5%
44 VOO VANGUARD INDEX FDS S&P 500 ETF 1,533.0 $1.1M 0.22% $686.81 +2.2%
45 SHV ISHARES TR 8,357.0 $922K 0.19% +75.0 +0.9% $110.35 -0.0%
46 VHT VANGUARD WORLD FD 3,050.0 $912K 0.19% $299.01 +9.5%
47 CSCO CISCO SYS INC Technology 7,575.0 $890K 0.18% -100.0 -1.3% $117.46 -6.2%
48 SHEL SHELL PLC Energy 9,630.0 $747K 0.15% $77.54 +19.9%
49 XLF SELECT SECTOR SPDR TR 11,950.0 $641K 0.13% $53.61 +8.6%
50 BAC BANK OF AMER CORP Financial Services 10,916.0 $622K 0.13% $56.98 +9.4%
51 TTEK TETRA TECH INC NEW Industrials 21,500.0 $621K 0.13% $28.89 +27.6%
52 AMZN AMAZON Consumer Cyclical 2,573.0 $613K 0.13% $238.34 +10.0%
53 GOOGL ALPHABET INC CAP STK Communication Services 1,667.0 $596K 0.12% -10.0 -0.6% $357.37 -2.6%
54 JNJ JOHNSON & JOHNSON Healthcare 2,278.0 $579K 0.12% $253.97 +7.5%
55 GEV GE VERNOVA INC Utilities 477.0 $560K 0.12% $1174.86 -19.8%
56 IHI ISHARES TR 11,300.0 $558K 0.12% $49.41 +13.1%
57 DGX QUEST DIAGNOSTICS INC Healthcare 2,350.0 $498K 0.10% $211.95 +15.1%
58 IYT ISHARES TR 5,600.0 $486K 0.10% $86.75 +0.1%
59 HD HOME DEPOT INC Consumer Cyclical 1,325.0 $467K 0.10% $352.68 -4.3%
60 IVES WEDBUSH SER TR 11,500.0 $438K 0.09% $38.10 -0.5%
Page 3 of 5  ·  82 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%