FIRST WILSHIRE SECURITIES MANAGEMENT INC

Broker-Dealer

CIK

732847

Location

PASADENA, CA

Portfolio Value

Small $365,607,628

Diversification

Diversified

Filing Date

Global Rank

#3,377 / 8,700 ▲ 485

Top Industry

Communication Equipment 12.6%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

26 quarters · since Mar 2020

Portfolio Concentration

65 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.3%

−8.1 pts

Top 5

33.1%

−8.0 pts

Top 10

52.1%

−6.4 pts

HHI

394

Diversified−161

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	22.5%	$82,122,899	11
Basic Materials	18.9%	$69,073,622	5
Financial Services	14.6%	$53,375,780	10
Industrials	12.5%	$45,578,164	11
Communication Services	10.5%	$38,388,127	4
Energy	6.5%	$23,627,586	6
Consumer Cyclical	4.5%	$16,587,505	4
Consumer Defensive	3.9%	$14,207,818	4
Unclassified	3.0%	$10,906,095	2
Healthcare	1.9%	$6,852,547	6
Utilities	1.2%	$4,484,030	1
Real Estate	0.1%	$403,455	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
SIGA	Siga Technologies Inc	+449,385	1,339,883	$4,877,174
CRD-A	Crawford & Co	+141,296	633,921	$7,020,730
CHKP	Check Point Software Technologies Ltd	+116,516	122,438	$16,092,026
LMNR	Limoneira CO	+8,477	586,536	$7,701,217
—		+6,839	114,229	$10,467,945
PFE	Pfizer Inc	+400	8,487	$204,366
BABA	Alibaba Group Holding Ltd	+18	3,866	$371,058
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HUN	Huntsman CORP	−321,883	696,338	$7,395,109
ROCK	Gibraltar Industries, Inc.	−231,150	268,773	$12,121,662
GILT	Gilat Satellite Networks Ltd	−143,211	462,978	$6,162,237
EZPW	Ezcorp Inc	−109,124	631,647	$21,836,036
LBTYA	Liberty Global Ltd.	−82,974	2,695,201	$30,483,499
CAMT	Camtek Ltd	−66,764	24,885	$4,059,241
CRNT	Ceragon Networks Ltd	−43,071	4,811,079	$12,460,694
SILC	Silicom Ltd.	−31,355	284,287	$13,628,718
RELL	Richardson Electronics, Ltd.	−29,642	642,356	$12,211,187
NWPX	NWPX Infrastructure, Inc.	−26,168	151,077	$22,652,485
ECVT	Ecovyst Inc.	−25,546	2,171,238	$27,031,913
SD	Sandridge Energy Inc	−14,761	1,393,102	$19,085,497
ORN	Orion Group Holdings Inc	−9,329	518,879	$8,727,544
ANDE	Andersons, Inc.	−8,964	87,295	$5,970,978
PCYO	Pure Cycle Corp	−8,010	418,677	$4,484,030
AVNW	Aviat Networks, Inc.	−6,216	523,317	$11,617,637
LXFR	Luxfer Holdings PLC	−5,739	336,435	$6,069,287
MTRX	Matrix Service Co	−5,717	517,121	$7,084,557
MLR	Miller Industries Inc /Tn/	−3,124	295,912	$15,135,898
RBBN	Ribbon Communications Inc.	−2,685	1,404,493	$3,286,513
SIRI	Sirius Xm Holdings Inc.	−2,583	47,198	$1,394,228
IMAX	Imax Corp	−1,906	148,386	$5,914,665
TPC	Tutor Perini Corp	−997	99,788	$8,279,410
IOSP	Innospec Inc.	−960	147,112	$11,973,445
JEF	Jefferies Financial Group Inc.	−959	51,869	$2,592,412
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
ZTS	Zoetis Inc.	5,275	$379,061
LSTR	Landstar System Inc	1,100	$227,491
AAPL	Apple Inc.	770	$222,807
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	693,186	$69,487,568
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	22,996	$2,701,652
MX	MAGNACHIP SEMICONDUCTOR Corp	743,953	$2,083,068
FNDA	Schwab Fundamental U.S. Small Company ETF	42,375	$1,300,065
VB	Vanguard Morningstar Small-Cap ETF	1,533	$916,044
EDV	Vanguard World Funds Extended Duration ETF	3,050	$830,606
STT	State Street Corp	11,950	$589,971
VIGI	Vanguard International Dividend Appreciation ETF	2,600	$385,060
STZ	Constellation Brands, Inc.	2,260	$339,000
IVZ	Invesco Ltd.	1,120	$266,134
MRK	Merck & Co., Inc.	1,853	$222,897
INTC	Intel Corp	5,000	$220,650
AFK	VanEck Africa Index ETF	10,059	$176,434
—		446,482	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 tracked positions · $365,607,628 total · filing declares 82 positions · $485,701,685 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LBTYA	Liberty Global Ltd. Communication Services	Reduced	2,695,201	-82,974	$30,483,499	−8.8%	8.34%
ECVT	Ecovyst Inc. Basic Materials	Reduced	2,171,238	-25,546	$27,031,913	−4.3%	7.39%
NWPX	NWPX Infrastructure, Inc. Basic Materials	Reduced	151,077	-26,168	$22,652,485	+64.1%	6.20%
EZPW	Ezcorp Inc Financial Services	Reduced	631,647	-109,124	$21,836,036	+16.1%	5.97%
SD	Sandridge Energy Inc Energy	Reduced	1,393,102	-14,761	$19,085,497	−16.9%	5.22%
CHKP	Check Point Software Technologies Ltd Technology	Added	122,438	+116,516	$16,092,026	+1802.2%	4.40%
MLR	Miller Industries Inc /Tn/ Consumer Cyclical	Reduced	295,912	-3,124	$15,135,898	+11.1%	4.14%
SILC	Silicom Ltd. Technology	Reduced	284,287	-31,355	$13,628,718	+104.6%	3.73%
CRNT	Ceragon Networks Ltd Technology	Reduced	4,811,079	-43,071	$12,460,694	+18.8%	3.41%
RELL	Richardson Electronics, Ltd. Technology	Reduced	642,356	-29,642	$12,211,187	+65.9%	3.34%
ROCK	Gibraltar Industries, Inc. Industrials	Reduced	268,773	-231,150	$12,121,662	−39.2%	3.32%
IOSP	Innospec Inc. Basic Materials	Reduced	147,112	-960	$11,973,445	+10.7%	3.27%
AVNW	Aviat Networks, Inc. Technology	Reduced	523,317	-6,216	$11,617,637	−3.0%	3.18%
		Added	114,229	+6,839	$10,467,945	+6.4%	2.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	18,217	-84	$9,115,604	+3.9%	2.49%
ORN	Orion Group Holdings Inc Industrials	Reduced	518,879	-9,329	$8,727,544	+51.6%	2.39%
TPC	Tutor Perini Corp Industrials	Reduced	99,788	-997	$8,279,410	+6.4%	2.26%
LMNR	Limoneira CO Consumer Defensive	Added	586,536	+8,477	$7,701,217	−0.7%	2.11%
HUN	Huntsman CORP Basic Materials	Reduced	696,338	-321,883	$7,395,109	−45.4%	2.02%
MTRX	Matrix Service Co Industrials	Reduced	517,121	-5,717	$7,084,557	+18.0%	1.94%
CRD-A	Crawford & Co Financial Services	Added	633,921	+141,296	$7,020,730	+42.2%	1.92%
GILT	Gilat Satellite Networks Ltd Technology	Reduced	462,978	-143,211	$6,162,237	−32.3%	1.69%
LXFR	Luxfer Holdings PLC Industrials	Reduced	336,435	-5,739	$6,069,287	+45.6%	1.66%
ANDE	Andersons, Inc. Consumer Defensive	Reduced	87,295	-8,964	$5,970,978	−13.6%	1.63%
EWBC	East West Bancorp Inc Financial Services	Reduced	46,092	-494	$5,950,016	+19.6%	1.63%
IMAX	Imax Corp Communication Services	Reduced	148,386	-1,906	$5,914,665	+3.5%	1.62%
AGM	Federal Agricultural Mortgage Corp Financial Services	Reduced	26,820	-256	$5,344,421	+33.1%	1.46%
SIGA	Siga Technologies Inc Healthcare	Added	1,339,883	+449,385	$4,877,174	+2.4%	1.33%
PCYO	Pure Cycle Corp Utilities	Reduced	418,677	-8,010	$4,484,030	+4.5%	1.23%
CAMT	Camtek Ltd Technology	Reduced	24,885	-66,764	$4,059,241	−70.8%	1.11%
RBBN	Ribbon Communications Inc. Technology	Reduced	1,404,493	-2,685	$3,286,513	+10.2%	0.90%
JEF	Jefferies Financial Group Inc. Financial Services	Reduced	51,869	-959	$2,592,412	+18.9%	0.71%
VTS	Vitesse Energy, Inc. Energy	Reduced	130,722	-957	$2,061,485	−13.8%	0.56%
MSFT	Microsoft Corp Technology	Held	4,000	0	$1,492,080	+0.8%	0.41%
SIRI	Sirius Xm Holdings Inc. Communication Services	Reduced	47,198	-2,583	$1,394,228	+21.3%	0.38%
MPC	Marathon Petroleum Corp Energy	Held	4,786	0	$1,223,636	+4.7%	0.33%
GE	General Electric Co Industrials	Reduced	2,937	-185	$1,097,645	+23.9%	0.30%
CSCO	Cisco Systems, Inc. Technology	Reduced	7,575	-100	$889,759	+49.4%	0.24%
SHEL	Shell plc Energy	Held	9,630	0	$746,710	−16.6%	0.20%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	10,916	-46	$621,993	+16.4%	0.17%
TTEK	Tetra Tech Inc Industrials	Held	21,500	0	$621,135	−4.1%	0.17%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,573	-10	$613,248	+14.0%	0.17%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,667	-10	$595,735	+23.5%	0.16%
JNJ	Johnson & Johnson Healthcare	Held	2,278	0	$578,543	+3.9%	0.16%
GEV	GE Vernova Inc. Industrials	Held	477	0	$560,408	+34.6%	0.15%
DGX	Quest Diagnostics Inc Healthcare	Held	2,350	0	$498,082	+8.1%	0.14%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,325	0	$467,301	+7.2%	0.13%
IVES	Dan IVES Wedbush AI Revolution ETF	Held	11,500	0	$438,150	+34.3%	0.12%
CMC	COMMERCIAL METALS Co Industrials	Held	6,500	0	$407,875	+2.1%	0.11%
PSTL	Postal Realty Trust, Inc. Real Estate	Held	16,374	0	$403,455	+32.8%	0.11%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.