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Funds / First Wilshire Securities Management Inc
Institutional Fund

First Wilshire Securities Management Inc

Pasadena, CACIK 7328475 filings on record

Portfolio Value
$443.88M
Q1 2026
Holdings
85
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+11.7%
from $397.54M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Ishares Tr15.1%
  • Liberty Global Ltd6.4%
  • Ecovyst Inc6.4%
  • Sandridge Energy Inc5.2%
  • Tri Pointe Homes Inc4.7%
  • Gibraltar Inds Inc4.5%
  • Other57.8%

Portfolio Holdings

85 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Ishares Tr666.2K$67.05M15.1%+282.1KAdded
2Liberty Global Ltd2.34M$28.31M6.4%+34.0KAdded
3Ecovyst Inc2.20M$28.25M6.4%+21.9KAdded
4Sandridge Energy Inc1.41M$22.96M5.2%+6.9KAdded
5Tri Pointe Homes Inc446.5K$20.86M4.7%+5.2KAdded
6Gibraltar Inds Inc499.9K$19.93M4.5%+371.0KAdded
7Ezcorp Inc740.8K$18.80M4.2%998.2KReduced
8Camtek Ltd91.6K$13.89M3.1%12.7KReduced
9Nwpx Infrastructure Inc177.2K$13.80M3.1%117.9KReduced
10Miller Inds Inc Tenn299.0K$13.62M3.1%+235Added

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