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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 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IYT ISHARES TR 5,600.0 $418K 0.09% $74.60 +12.5%
62 GEV GE VERNOVA INC Utilities 477.0 $416K 0.09% -56.0 -10.5% $872.90 +27.1%
63 CMC COMMERCIAL METALS CO Basic Materials 6,500.0 $399K 0.09% $61.43 +17.8%
64 XLC SELECT SECTOR SPDR TR STATE STREET 3,500.0 $388K 0.09% $110.86 -1.3%
65 VYM VANGUARD WHITEHALL FDS 2,600.0 $385K 0.09% $148.10 +6.8%
66 J JACOBS SOLUTIONS INC Industrials 3,025.0 $385K 0.09% $127.28 -5.0%
67 ABT ABBOTT LABORATORIES Healthcare 3,475.0 $357K 0.08% $102.67 -13.9%
68 CVX CHEVRON CORPORATION Energy 1,705.0 $353K 0.08% $206.90 -16.1%
69 CUBI CUSTOMERS BANCORP INC Financial Services 4,900.0 $340K 0.08% $69.41 +9.2%
70 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,260.0 $339K 0.08% $150.00 -5.9%
71 IVES WEDBUSH SER TR 11,500.0 $326K 0.07% $28.37 +34.1%
72 PSTL POSTAL REALTY TRU Real Estate 16,374.0 $304K 0.07% +294.0 +1.8% $18.55 +22.9%
73 IVV ISHARES TR 452.0 $295K 0.07% $653.25 +14.8%
74 JPM JPMORGAN CHASE & CO Financial Services 993.0 $292K 0.07% $294.16 +10.6%
75 PG PROCTER & GAMBLE CO Consumer Defensive 1,990.0 $287K 0.07% $144.44 +4.1%
76 XOM EXXON MOBIL CORP Energy 1,665.0 $282K 0.06% $169.66 -18.8%
77 QQQM INVESCO EXCH TRA 1,120.0 $266K 0.06% -923.0 -45.2% $237.62 +28.2%
78 C CITIGROUP INC Financial Services 2,078.0 $236K 0.05% -284.0 -12.0% $113.41 +26.2%
79 KO COCA COLA CO Consumer Defensive 3,000.0 $228K 0.05% $76.05 +4.4%
80 PFE PFIZER INC Healthcare 8,087.0 $227K 0.05% $28.08 -10.2%
Page 4 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%