FIRST WILSHIRE SECURITIES MANAGEMENT INC — 13F Holdings & Portfolio

CIK 732847 · latest 13F-HR filed 2026-08-14

FIRST WILSHIRE SECURITIES MANAGEMENT INC manages $485.7M in 13F-reported U.S. long-equity assets across 82 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SGOV (22.55%), ECVT (5.57%), LBTYA (5.29%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 6, added to 43, and trimmed 18.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1214 EAST GREEN STREET, SUITE 104
PASADENA, CA 91106-3171
Phone
(626) 796-6622
Filing Manager
FIRST WILSHIRE SECURITIES MANAGEMENT INC
PASADENA, CA
Signatory
Howard Lu
Chief Executive Officer
Loading holdings…
AUM

$485.7M

Long-equity book

Holdings

82

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+3 / −6 / ↑43 / ↓18

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$42.5M +63.3%
  • CHECK POINT SOFTWARE TECH LT$15.2M +1802.2%
  • NWPX INFRASTRUCTURE INC$8.9M +64.1%
  • SILICOM LTD$7.0M +104.6%
  • RICHARDSON ELECTRS LTD$4.9M +65.9%
Show all 43

Top Trims

  • CAMTEK LTD-$9.8M -70.8%
  • GIBRALTAR INDS INC-$7.8M -39.2%
  • HUNTSMAN CORP-$6.2M -45.4%
  • SANDRIDGE ENERGY INC-$3.9M -16.9%
  • GILAT SATELLITE NETWORKS LTD-$2.9M -32.3%
Show all 18

New Positions

  • ZOETIS INC$379.1K
  • LANDSTAR SYS INC$227.5K
  • APPLE INC$222.8K
Show all 3

Exited Positions

  • TRI POINTE HOMES INC$20.9M
  • MAGNACHIP SEMICONDUCTOR CORP$2.1M
  • CONSTELLATION BRANDS INC$339.0K
  • MERCK & CO INC$222.9K
  • INTEL CORP$220.7K
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR SGOV 46436E718 $109.5M 22.55% 1,087,949 SH
2 ECOVYST INC ECVT 27923Q109 $27.0M 5.57% 2,171,238 SH
3 LIBERTY GLOBAL LTD LBTYA G61188101 $25.7M 5.29% 2,260,238 SH
4 NWPX INFRASTRUCTURE INC NWPX 667746101 $22.7M 4.66% 151,077 SH
5 EZCORP INC EZPW 302301106 $21.8M 4.50% 631,647 SH
6 SANDRIDGE ENERGY INC SD 80007P869 $19.1M 3.93% 1,393,102 SH
7 CHECK POINT SOFTWARE TECH LT CHKP M22465104 $16.1M 3.31% 122,438 SH
8 MILLER INDS INC TENN MLR 600551204 $15.1M 3.12% 295,912 SH
9 SILICOM LTD SILC M84116108 $13.6M 2.81% 284,287 SH
10 CERAGON NETWORKS LTD CRNT M22013102 $12.5M 2.57% 4,811,079 SH
11 RICHARDSON ELECTRS LTD RELL 763165107 $12.2M 2.51% 642,356 SH
12 GIBRALTAR INDS INC ROCK 374689107 $12.1M 2.50% 268,773 SH
13 INNOSPEC INC IOSP 45768S105 $12.0M 2.47% 147,112 SH
14 AVIAT NETWORKS INC AVNW 05366Y201 $11.6M 2.39% 523,317 SH
15 SPDR SERIES TRU BIL 78468R663 $10.5M 2.16% 114,229 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $9.1M 1.88% 18,217 SH
17 ORION GROUP HLDGS INC ORN 68628V308 $8.7M 1.80% 518,879 SH
18 TUTOR PERINI CORP TPC 901109108 $8.3M 1.70% 99,788 SH
19 LIMONEIRA CO LMNR 532746104 $7.7M 1.59% 586,536 SH
20 HUNTSMAN CORP HUN 447011107 $7.4M 1.52% 696,338 SH
21 MATRIX SVC CO MTRX 576853105 $7.1M 1.46% 517,121 SH
22 GILAT SATELLITE NETWORKS LTD GILT M51474118 $6.2M 1.27% 462,978 SH
23 LUXFER HLDGS PLC LXFR G5698W116 $6.1M 1.25% 336,435 SH
24 ANDERSONS INC ANDE 034164103 $6.0M 1.23% 87,295 SH
25 EAST WEST BANCORP INC EWBC 27579R104 $6.0M 1.23% 46,092 SH
26 IMAX CORP IMAX 45245E109 $5.9M 1.22% 148,386 SH
27 CRAWFORD & CO CRD.A 224633206 $5.5M 1.13% 486,827 SH
28 FEDERAL AGRIC MTG CORP AGM 313148306 $5.3M 1.10% 26,820 SH
29 SIGA TECHNOLOGIES INC SIGA 826917106 $4.9M 1.00% 1,339,883 SH
30 LIBERTY GLOBAL LTD LBTYK G61188127 $4.8M 0.99% 434,963 SH
31 PURE CYCLE CORP PCYO 746228303 $4.5M 0.92% 418,677 SH
32 CAMTEK LTD CAMT M20791105 $4.1M 0.84% 24,885 SH
33 RIBBON COMMUNICATIONS INC RBBN 762544104 $3.3M 0.68% 1,404,493 SH
34 JEFFERIES FINANCIAL GROUP IN JEF 47233W109 $2.6M 0.53% 51,869 SH
35 VITESSE ENERGY INC VTS 92852X103 $2.1M 0.42% 130,722 SH
36 CRAWFORD & CO CRD.B 224633107 $1.5M 0.32% 147,094 SH
37 SELECT SECTOR SPDR TR XLK 81369Y803 $1.5M 0.31% 7,900 SH
38 MICROSOFT CORP MSFT 594918104 $1.5M 0.31% 4,000 SH
39 SIRIUSXM HOLDINGS INC SIRI 829933100 $1.4M 0.29% 47,198 SH
40 SELECT SECTOR SPDR TR XLY 81369Y407 $1.4M 0.28% 11,596 SH
41 SCHWAB STRATEGIC TR SCHD 808524797 $1.3M 0.28% 42,375 SH
42 MARATHON PETE CORP MPC 56585A102 $1.2M 0.25% 4,786 SH
43 GE AEROSPACE GE 369604301 $1.1M 0.23% 2,937 SH
44 VANGUARD INDEX FDS S&P 500 ETF VOO 922908363 $1.1M 0.22% 1,533 SH
45 ISHARES TR SHV 464288679 $922.2K 0.19% 8,357 SH
46 VANGUARD WORLD FD VHT 92204A504 $912.0K 0.19% 3,050 SH
47 CISCO SYS INC CSCO 17275R102 $889.8K 0.18% 7,575 SH
48 SHELL PLC SHEL 780259305 $746.7K 0.15% 9,630 SH
49 SELECT SECTOR SPDR TR XLF 81369Y605 $640.6K 0.13% 11,950 SH
50 BANK OF AMER CORP BAC 060505104 $622.0K 0.13% 10,916 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $485.7M 82 0000732847-26-000014
2026-03-31 2026-05-12 $443.9M 85 0000732847-26-000007
2025-12-31 2026-02-12 $397.5M 87 0000732847-26-000001
2025-09-30 2025-11-14 $375.8M 84 0000732847-25-000017
2024-09-30 2024-11-14 $355.9K 84 0000732847-24-000013
2024-06-30 2024-08-14 $326.9K 80 0000732847-24-000010