First Wilshire Securities Management Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), First Wilshire Securities Management Inc. reported 78 stock positions worth $348.7 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 12.2% of the portfolio, followed by Ezcorp Class A (EZPW, 9.8%) and Liberty Global Class A (LBTYA, 7.6%). Compared with Q4 2024, it opened 3 new positions, sold out of 11, added to 19 and reduced 33. The biggest buy was Camtek (CAMT, shares +1525%) and the biggest sale Sunrise Communicat Class A (SNREY, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0000732847
- Portfolio Value
- $348.7M (Q1 2025)
- SEC Filing
- 0000732847-25-000013 ↗ filed May 14, 2025
Holdings Value
Holdings 78 stocks · $348.7M
| SGOV iShares 0-3 Month Treasury B | 12.18% | 421,838 | $42.5M | Add +7.3% |
| EZPW Ezcorp Inc. Class A | 9.76% | 2,311,490 | $34.0M | Reduce -1.2% |
| LBTYA Liberty Global Ltd. Class A | 7.59% | 2,298,762 | $26.5M | Add +1.5% |
| MTRX Matrix Service Co. | 4.74% | 1,329,199 | $16.5M | Reduce -1.3% |
| ECVT Ecovyst Inc. | 3.95% | 2,219,462 | $13.8M | Add +12.6% |
| NWPX NWPX Infrastructure Inc. filed as NORTHWEST PIPE CO | 3.86% | 325,602 | $13.4M | Add +14.2% |
| SD Sandridge Energy Inc. | 3.78% | 1,154,622 | $13.2M | Add +0.5% |
| CAMT Camtek Ltd. | 3.28% | 194,802 | $11.4M | Add +1525.1% |
| SNREY Sunrise Communicat Class A | 3.15% | 227,614 | $11.0M | Reduce -57.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.94% | 111,818 | $10.3M | Reduce -25.9% |
| TPH Tri Pointe Homes Inc. | 2.86% | 312,885 | $10.0M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 2.74% | 17,955 | $9.6M | Reduce -0.7% |
| GILT Gilat Satellite Networks Ltd. | 2.65% | 1,453,253 | $9.2M | Reduce -1.2% |
| SIGA Siga Technologies Inc. | 2.49% | 1,586,849 | $8.7M | Reduce -33.2% |
| RELL Richardson Elec Ltd. | 2.40% | 748,474 | $8.4M | Add +43.5% |
| AVNW Aviat Networks Inc. | 2.39% | 435,031 | $8.3M | Add +5.3% |
| CRNT Ceragon Networks Ltd. | 2.21% | 3,282,992 | $7.7M | Add +11.4% |
| IMAX Imax Corp. | 2.16% | 285,180 | $7.5M | Reduce -1.2% |
| GIFI Gulf Island Fabrication Inc. | 1.81% | 978,613 | $6.3M | Reduce -0.2% |
| TPC Tutor Perini Corp. | 1.76% | 264,758 | $6.1M | Add +0.3% |
| SILC Silicom Ltd. | 1.68% | 393,483 | $5.9M | Add +0.7% |
| LBTYK Liberty Global Ltd. Class C | 1.59% | 462,003 | $5.5M | Reduce -0.7% |
| RBBN Ribbon Communications Inc. | 1.50% | 1,337,214 | $5.2M | Add +0.2% |
| AGM Federal Agric MTG Corp. Class C | 1.48% | 27,450 | $5.1M | Reduce -1.0% |
| LMNR Limoneira Co. | 1.33% | 261,401 | $4.6M | Reduce -50.4% |
| EWBC East West Bancorp Inc. | 1.25% | 48,566 | $4.4M | Reduce -2.7% |
| LXFR Luxfer Holdings PLC | 1.21% | 354,736 | $4.2M | Add +0.6% |
| ANDE The Andersons Inc. | 1.16% | 93,838 | $4.0M | Add +53.2% |
| CRD.A Crawford & Company Class A | 1.15% | 352,570 | $4.0M | Reduce -13.9% |
| JEF Jefferies Financial Group Inc. | 0.82% | 53,221 | $2.9M | Reduce -1.1% |
| CRD.B Crawford & Co. Class B | 0.48% | 146,926 | $1.7M | Reduce -8.8% |
| SGC Superior Group of Cos Inc. | 0.45% | 142,353 | $1.6M | Reduce -1.6% |
| SATX Satixfy Communications Ltd. | 0.45% | 1,296,938 | $1.6M | No change |
| MSFT Microsoft Corp. | 0.43% | 4,000 | $1.5M | No change |
| SIRI Sirius XM Holdings Inc. | 0.39% | 61,059 | $1.4M | Add +7.4% |
| SCHD Schwab US DVD Equity ETF | 0.35% | 43,875 | $1.2M | No change |
| XLY SS Consumer Disc Select Sect | 0.33% | 5,798 | $1.1M | No change |
| CHKP Check Point Software Tech | 0.28% | 4,303 | $981K | No change |
| VTS Vitesse Energy Inc. | 0.25% | 34,980 | $860K | Add +9.3% |
| XLK SS Technology Select Sector | 0.23% | 3,950 | $816K | No change |
| VHT Vanguard Health Care ETF | 0.23% | 3,050 | $807K | No change |
| VOO Vanguard S&P 500 ETF | 0.23% | 1,533 | $788K | No change |
| MPC Marathon Petroleum Corp. | 0.20% | 4,786 | $697K | No change |
| SHEL Shell PLC-ADR | 0.20% | 9,481 | $695K | Reduce -0.4% |
| IHI iShares U.S. Medical Devices | 0.20% | 11,300 | $680K | Reduce -8.1% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 3,190 | $638K | Reduce -7.9% |
| TTEK Tetra Tech Inc. | 0.18% | 21,500 | $629K | Reduce -10.4% |
| XLF SS Financial Select Sector | 0.17% | 11,950 | $595K | No change |
| FGI Fgi Industries Ltd. | 0.16% | 745,183 | $575K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.16% | 5,160 | $570K | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 13,458 | $562K | Reduce -9.9% |
| ABT Abbott Laboratories | 0.15% | 4,000 | $531K | No change |
| AMZN Amazon.com Inc. | 0.15% | 2,733 | $520K | Reduce -17.3% |
| HD Home Depot Inc. | 0.14% | 1,325 | $486K | No change |
| CSCO Cisco Systems Inc. | 0.14% | 7,675 | $474K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.13% | 3,434 | $454K | Add +18.8% |
| DGX Quest Diagnostics Inc. | 0.11% | 2,350 | $398K | No change |
| J Jacobs Solutions Inc. | 0.10% | 3,025 | $366K | Reduce -24.8% |
| JNJ Johnson & Johnson | 0.10% | 2,197 | $364K | No change |
| IYT iShares US Transportation Et | 0.10% | 5,600 | $359K | Reduce -17.6% |
| PG The Procter & Gamble Co. | 0.10% | 2,000 | $341K | No change |
| XLC SS Comm Select Sector SPDR | 0.10% | 3,500 | $338K | No change |
| VYM Vanguard High DVD Yield ETF | 0.10% | 2,600 | $335K | No change |
| ATLX Atlas Lithium Inc. | 0.09% | 60,384 | $312K | New |
| GOOGL Alphabet Inc. Class A | 0.09% | 1,988 | $307K | Reduce -34.1% |
| CMC Commercial Metals Co. | 0.09% | 6,500 | $299K | Reduce -43.5% |
| JPM JPMorgan Chase & Co. | 0.08% | 1,193 | $293K | Reduce -0.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.08% | 3,536 | $293K | Add +29.6% |
| CVX Chevron Corp. | 0.08% | 1,650 | $276K | No change |
| IVV iShares Core S&P 500 ETF | 0.07% | 452 | $254K | No change |
| CUBI Customers Bancorp Inc. | 0.07% | 4,900 | $246K | Reduce -50.5% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.07% | 4,614 | $235K | Reduce -12.3% |
| PFE Pfizer Inc. | 0.06% | 8,606 | $218K | Reduce -6.3% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.06% | 2,186 | $218K | Reduce -3.1% |
| PFXF Vaneck Pref Sec X-Financials | 0.05% | 11,194 | $188K | Reduce -34.8% |
| CHINA FUND INC | 0.05% | 14,566 | $187K | No change |
| PSTL Postal Realty Trust Inc. Class A | 0.04% | 10,934 | $156K | New |
| SEED Origin Agritech Ltd. | 0.01% | 19,500 | $38K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SNREY Sunrise Communicat Class A | Reduce -57.5% | 3.15% | −3.12 |
| LMNR Limoneira Co. | Reduce -50.4% | 1.33% | −2.18 |
| SIGA Siga Technologies Inc. | Reduce -33.2% | 2.49% | −1.38 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -25.9% | 2.94% | −0.81 |
| MNTX Manitex International Inc. | Sold out | 0.00% | −0.69 |
| AE Adams Resources & Energy Inc. | Sold out | 0.00% | −0.34 |
| JEF Jefferies Financial Group Inc. | Reduce -1.1% | 0.82% | −0.33 |
| SGC Superior Group of Cos Inc. | Reduce -1.6% | 0.45% | −0.20 |
| TBT Proshares Ultrashort 20+Y TR | Sold out | 0.00% | −0.14 |
| CRD.A Crawford & Company Class A | Reduce -13.9% | 1.15% | −0.13 |
| LSTR Landstar System Inc. | Sold out | 0.00% | −0.11 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.10 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.09 |
| TTEK Tetra Tech Inc. | Reduce -10.4% | 0.18% | −0.08 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.08 |
| LBTYK Liberty Global Ltd. Class C | Reduce -0.7% | 1.59% | −0.07 |
| CMC Commercial Metals Co. | Reduce -43.5% | 0.09% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -34.1% | 0.09% | −0.07 |
| CUBI Customers Bancorp Inc. | Reduce -50.5% | 0.07% | −0.06 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.06 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.06 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.06 |
| EWBC East West Bancorp Inc. | Reduce -2.7% | 1.25% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -17.3% | 0.15% | −0.05 |
| J Jacobs Solutions Inc. | Reduce -24.8% | 0.10% | −0.04 |
| STLA Stellantis NV | Sold out | 0.00% | −0.04 |
| CRD.B Crawford & Co. Class B | Reduce -8.8% | 0.48% | −0.03 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -34.8% | 0.05% | −0.03 |
| IYT iShares US Transportation Et | Reduce -17.6% | 0.10% | −0.02 |
| BAC Bank of America Corp. | Reduce -9.9% | 0.16% | −0.02 |
| AGM Federal Agric MTG Corp. Class C | Reduce -1.0% | 1.48% | −0.01 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -12.3% | 0.07% | −0.01 |
| PFE Pfizer Inc. | Reduce -6.3% | 0.06% | −0.00 |
| GIFI Gulf Island Fabrication Inc. | Reduce -0.2% | 1.81% | −0.00 |
| IHI iShares U.S. Medical Devices | Reduce -8.1% | 0.20% | 0.00 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -3.1% | 0.06% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.08% | +0.01 |
| GE General Electric | Reduce -7.9% | 0.18% | +0.03 |
| SHEL Shell PLC-ADR | Reduce -0.4% | 0.20% | +0.04 |
| IMAX Imax Corp. | Reduce -1.2% | 2.16% | +0.15 |
| GILT Gilat Satellite Networks Ltd. | Reduce -1.2% | 2.65% | +0.19 |
| MTRX Matrix Service Co. | Reduce -1.3% | 4.74% | +0.36 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 2.74% | +0.52 |
| EZPW Ezcorp Inc. Class A | Reduce -1.2% | 9.76% | +1.99 |
Portfolio Buys Q4 2024 → Q1 2025
| CAMT Camtek Ltd. | Add +1525.1% | 3.28% | +3.01 |
| TPH Tri Pointe Homes Inc. | New | 2.86% | +2.86 |
| SGOV iShares 0-3 Month Treasury B | Add +7.3% | 12.18% | +1.47 |
| ANDE The Andersons Inc. | Add +53.2% | 1.16% | +0.48 |
| RELL Richardson Elec Ltd. | Add +43.5% | 2.40% | +0.41 |
| AVNW Aviat Networks Inc. | Add +5.3% | 2.39% | +0.36 |
| SD Sandridge Energy Inc. | Add +0.5% | 3.78% | +0.13 |
| NWPX NWPX Infrastructure Inc. | Add +14.2% | 3.86% | +0.12 |
| ATLX Atlas Lithium Inc. | New | 0.09% | +0.09 |
| BABA Alibaba Group Holding-SP ADR | Add +18.8% | 0.13% | +0.06 |
| PSTL Postal Realty Trust Inc. Class A | New | 0.04% | +0.04 |
| SIRI Sirius XM Holdings Inc. | Add +7.4% | 0.39% | +0.04 |
| VTS Vitesse Energy Inc. | Add +9.3% | 0.25% | +0.03 |
| TPC Tutor Perini Corp. | Add +0.3% | 1.76% | +0.03 |
| SHY iShares 1-3 Year Treasury Bo | Add +29.6% | 0.08% | +0.02 |
| SHV iShares 0-1 Year Treasury Bo | Add +0.7% | 0.16% | +0.01 |
| RBBN Ribbon Communications Inc. | Add +0.2% | 1.50% | −0.00 |
| LXFR Luxfer Holdings PLC | Add +0.6% | 1.21% | −0.05 |
| SILC Silicom Ltd. | Add +0.7% | 1.68% | −0.05 |
| ECVT Ecovyst Inc. | Add +12.6% | 3.95% | −0.15 |
| LBTYA Liberty Global Ltd. Class A | Add +1.5% | 7.59% | −0.26 |
| CRNT Ceragon Networks Ltd. | Add +11.4% | 2.21% | −1.53 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 82 | $485.7M | SGOV, ECVT, LBTYA, NWPX, EZPW |
| Q1 2026 | 85 | $443.9M | SGOV, LBTYA, ECVT, SD, TPH |
| Q4 2025 | 87 | $397.5M | SGOV, EZPW, LBTYA, ECVT, SD |
| Q3 2025 | 84 | $375.8M | EZPW, LBTYA, CAMT, ECVT, SGOV |
| Q2 2025 | 83 | $367.2M | SGOV, EZPW, CAMT, LBTYA, ECVT |
| Q1 2025 | 78 | $348.7M | SGOV, EZPW, LBTYA, MTRX, ECVT |
| Q4 2024 | 86 | $368.1M | SGOV, LBTYA, EZPW, SNREY, MTRX |
| Q3 2024 | 84 | $355.9M | LBTYA, SGOV, EZPW, SD, LMNR |
| Q2 2024 | 80 | $326.9M | LBTYA, SGOV, EZPW, SIGA, BIL |
| Q1 2024 | 82 | $341.9M | LBTYA, EZPW, SGOV, MTRX, SIGA |