First Wilshire Securities Management Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), First Wilshire Securities Management Inc. reported 85 stock positions worth $443.9 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 15.1% of the portfolio, followed by Liberty Global Class A (LBTYA, 6.4%) and Ecovyst (ECVT, 6.4%). Compared with Q4 2025, it opened 2 new positions, sold out of 4, added to 31 and reduced 21. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +73%) and the biggest sale Ezcorp Class A (EZPW, shares −57%).

Most Recent 13F
Q2 2026
Location
PASADENA, CA
CIK
0000732847
Portfolio Value
$443.9M (Q1 2026)
SEC Filing
0000732847-26-000007 ↗ filed May 12, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $341.9M Q1 2024 Q2 2024: $326.9M Q2 2024 Q3 2024: $355.9M Q3 2024 Q4 2024: $368.1M Q4 2024 Q1 2025: $348.7M Q1 2025 Q2 2025: $367.2M Q2 2025 Q3 2025: $375.8M Q3 2025 Q4 2025: $397.5M Q4 2025 Q1 2026: $443.9M $443.9M Q1 2026 Q2 2026: $485.7M Q2 2026

Holdings 85 stocks · $443.9M
SGOV iShares 0-3 Month Treasury B 15.11% 666,152 $67.1M Add +73.5%
LBTYA Liberty Global Ltd. Class A 6.38% 2,341,419 $28.3M Add +1.5%
ECVT Ecovyst Inc. 6.36% 2,196,784 $28.3M Add +1.0%
SD Sandridge Energy Inc. 5.17% 1,407,863 $23.0M Add +0.5%
TPH Tri Pointe Homes Inc. 4.70% 446,482 $20.9M Add +1.2%
ROCK Gibraltar Industries Inc. 4.49% 499,923 $19.9M Add +287.7%
EZPW Ezcorp Inc. Class A 4.24% 740,771 $18.8M Reduce -57.4%
CAMT Camtek Ltd. 3.13% 91,649 $13.9M Reduce -12.2%
NWPX NWPX Infrastructure Inc. 3.11% 177,245 $13.8M Reduce -40.0%
MLR Miller Industries Inc. 3.07% 299,036 $13.6M Add +0.1%
HUN Huntsman Corp. 3.05% 1,018,221 $13.6M Add +0.7%
AVNW Aviat Networks Inc. 2.70% 529,533 $12.0M Add +1.0%
IOSP Innospec Inc. 2.44% 148,072 $10.8M Add +47.2%
CRNT Ceragon Networks Ltd. 2.36% 4,854,150 $10.5M Add +18.0%
BIL SS SPDR BB 1-3M T-Bill ETF 2.22% 107,390 $9.8M Add +15.1%
GILT Gilat Satellite Networks Ltd. 2.05% 606,189 $9.1M Reduce -35.1%
BRK.B Berkshire Hathaway Inc. Class B 1.98% 18,301 $8.8M Add +4.5%
TPC Tutor Perini Corp. 1.75% 100,785 $7.8M Reduce -10.9%
LMNR Limoneira Co. 1.75% 578,059 $7.8M Add +122.2%
RELL Richardson Elec Ltd. 1.66% 671,998 $7.4M Add +13.9%
ANDE The Andersons Inc. 1.56% 96,259 $6.9M Add +1.6%
SILC Silicom Ltd. 1.50% 315,642 $6.7M Add +3.5%
MTRX Matrix Service Co. 1.35% 522,838 $6.0M Reduce -14.7%
ORN Orion Group Holdings Inc. 1.30% 528,208 $5.8M Reduce -0.4%
IMAX Imax Corp. 1.29% 150,292 $5.7M Add +1.9%
LBTYK Liberty Global Ltd. Class C 1.15% 436,756 $5.1M Add +2.0%
EWBC East West Bancorp Inc. 1.12% 46,586 $5.0M Add +0.9%
SIGA Siga Technologies Inc. 1.07% 890,498 $4.8M Add +30.2%
PCYO Pure Cycle Corp. 0.97% 426,687 $4.3M Add +15.1%
LXFR Luxfer Holdings PLC 0.94% 342,174 $4.2M Add +0.7%
AGM Federal Agric MTG Corp. Class C 0.90% 27,076 $4.0M Add +1.7%
CRD.A Crawford & Company Class A 0.78% 347,595 $3.5M Reduce -0.5%
RBBN Ribbon Communications Inc. 0.67% 1,407,178 $3.0M Add +11.0%
VTS Vitesse Energy Inc. 0.54% 131,679 $2.4M Reduce -40.1%
JEF Jefferies Financial Group Inc. 0.49% 52,828 $2.2M Add +1.3%
MX Magnachip Semiconductor Corp. 0.47% 743,953 $2.1M Add +1.5%
MSFT Microsoft Corp. 0.33% 4,000 $1.5M No change
CRD.B Crawford & Co. Class B 0.33% 145,030 $1.5M Add +2.3%
SCHD Schwab US DVD Equity ETF 0.29% 42,375 $1.3M Reduce -3.4%
XLY SS Consumer Disc Select Sect 0.28% 11,596 $1.3M No change
MPC Marathon Petroleum Corp. 0.26% 4,786 $1.2M No change
SIRI Sirius XM Holdings Inc. 0.26% 49,781 $1.1M Reduce -1.3%
XLK SS Technology Select Sector 0.24% 7,900 $1.0M No change
VOO Vanguard S&P 500 ETF 0.21% 1,533 $916K No change
SHV iShares 0-1 Year Treasury Bo 0.21% 8,282 $914K Add +55.1%
SHEL Shell PLC-ADR 0.20% 9,630 $896K Reduce -0.1%
GE General Electric filed as GE AEROSPACE 0.20% 3,122 $886K Reduce -2.1%
CHKP Check Point Software Tech 0.19% 5,922 $846K Add +37.3%
VHT Vanguard Health Care ETF 0.19% 3,050 $831K No change
TTEK Tetra Tech Inc. 0.15% 21,500 $648K No change
IHI iShares U.S. Medical Devices 0.14% 11,300 $603K No change
CSCO Cisco Systems Inc. 0.13% 7,675 $595K No change
XLF SS Financial Select Sector 0.13% 11,950 $590K No change
JNJ Johnson & Johnson 0.13% 2,278 $557K No change
AMZN Amazon.com Inc. 0.12% 2,583 $538K Reduce -4.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 10,962 $534K Reduce -3.2%
BABA Alibaba Group Holding-SP ADR 0.11% 3,848 $483K No change
GOOGL Alphabet Inc. Class A 0.11% 1,677 $482K Reduce -5.1%
DGX Quest Diagnostics Inc. 0.10% 2,350 $461K No change
HD Home Depot Inc. 0.10% 1,325 $436K No change
IYT iShares US Transportation Et 0.09% 5,600 $418K No change
GEV GE Vernova Inc. 0.09% 477 $416K Reduce -10.5%
CMC Commercial Metals Co. 0.09% 6,500 $399K No change
XLC SS Comm Select Sector SPDR 0.09% 3,500 $388K No change
VYM Vanguard High DVD Yield ETF 0.09% 2,600 $385K No change
J Jacobs Solutions Inc. 0.09% 3,025 $385K No change
ABT Abbott Laboratories 0.08% 3,475 $357K No change
CVX Chevron Corp. 0.08% 1,705 $353K No change
CUBI Customers Bancorp Inc. 0.08% 4,900 $340K No change
STZ Constellation Brands Inc. Class A 0.08% 2,260 $339K No change
IVES Dan Wedbush AI Rev ETF 0.07% 11,500 $326K No change
PSTL Postal Realty Trust Inc. Class A 0.07% 16,374 $304K Add +1.8%
IVV iShares Core S&P 500 ETF 0.07% 452 $295K No change
JPM JPMorgan Chase & Co. 0.07% 993 $292K No change
PG The Procter & Gamble Co. 0.06% 1,990 $287K No change
XOM Exxon Mobil Corp. 0.06% 1,665 $282K No change
QQQM Invesco Nasdaq 100 ETF 0.06% 1,120 $266K Reduce -45.2%
C Citigroup Inc. 0.05% 2,078 $236K Reduce -12.0%
KO The Coca-Cola Co. 0.05% 3,000 $228K No change
PFE Pfizer Inc. 0.05% 8,087 $227K No change
MRK Merck & Co. Inc. 0.05% 1,853 $223K Reduce -10.3%
INTC Intel Corp. 0.05% 5,000 $221K New
IJT iShares S&P Small-Cap 600 GR 0.05% 1,400 $203K New
PFXF Vaneck Pref Sec X-Financials 0.04% 10,059 $176K Reduce -2.3%
SEED Origin Agritech Ltd. 0.01% 19,500 $25K No change

Portfolio Sells Q4 2025 → Q1 2026
EZPW Ezcorp Inc. Class A Reduce -57.4% 4.24% −4.26
GIFI Gulf Island Fabrication Inc. Sold out 0.00% −3.04
NWPX NWPX Infrastructure Inc. Reduce -40.0% 3.11% −1.53
GILT Gilat Satellite Networks Ltd. Reduce -35.1% 2.05% −0.99
VTS Vitesse Energy Inc. Reduce -40.1% 0.54% −0.53
MTRX Matrix Service Co. Reduce -14.7% 1.35% −0.45
SGC Superior Group of Cos Inc. Sold out 0.00% −0.28
CRD.A Crawford & Company Class A Reduce -0.5% 0.78% −0.21
TPC Tutor Perini Corp. Reduce -10.9% 1.75% −0.15
QQQM Invesco Nasdaq 100 ETF Reduce -45.2% 0.06% −0.07
AAPL Apple Inc. Sold out 0.00% −0.06
SHY iShares 1-3 Year Treasury Bo Sold out 0.00% −0.05
GE General Electric Reduce -2.1% 0.20% −0.05
BAC Bank of America Corp. Reduce -3.2% 0.12% −0.04
AMZN Amazon.com Inc. Reduce -4.7% 0.12% −0.04
GOOGL Alphabet Inc. Class A Reduce -5.1% 0.11% −0.03
ORN Orion Group Holdings Inc. Reduce -0.4% 1.30% −0.03
C Citigroup Inc. Reduce -12.0% 0.05% −0.02
SCHD Schwab US DVD Equity ETF Reduce -3.4% 0.29% −0.01
PFXF Vaneck Pref Sec X-Financials Reduce -2.3% 0.04% −0.01
MRK Merck & Co. Inc. Reduce -10.3% 0.05% −0.00
SIRI Sirius XM Holdings Inc. Reduce -1.3% 0.26% +0.01
GEV GE Vernova Inc. Reduce -10.5% 0.09% +0.01
SHEL Shell PLC-ADR Reduce -0.1% 0.20% +0.02
CAMT Camtek Ltd. Reduce -12.2% 3.13% +0.34

Portfolio Buys Q4 2025 → Q1 2026
SGOV iShares 0-3 Month Treasury B Add +73.5% 15.11% +5.41
ROCK Gibraltar Industries Inc. Add +287.7% 4.49% +2.89
TPH Tri Pointe Homes Inc. Add +1.2% 4.70% +1.21
ECVT Ecovyst Inc. Add +1.0% 6.36% +1.04
LMNR Limoneira Co. Add +122.2% 1.75% +0.92
HUN Huntsman Corp. Add +0.7% 3.05% +0.51
IOSP Innospec Inc. Add +47.2% 2.44% +0.50
SILC Silicom Ltd. Add +3.5% 1.50% +0.37
ANDE The Andersons Inc. Add +1.6% 1.56% +0.29
MLR Miller Industries Inc. Add +0.1% 3.07% +0.26
CRNT Ceragon Networks Ltd. Add +18.0% 2.36% +0.19
SD Sandridge Energy Inc. Add +0.5% 5.17% +0.09
BIL SS SPDR BB 1-3M T-Bill ETF Add +15.1% 2.22% +0.07
SHV iShares 0-1 Year Treasury Bo Add +55.1% 0.21% +0.06
INTC Intel Corp. New 0.05% +0.05
IJT iShares S&P Small-Cap 600 GR New 0.05% +0.05
RELL Richardson Elec Ltd. Add +13.9% 1.66% +0.04
SIGA Siga Technologies Inc. Add +30.2% 1.07% +0.02
PSTL Postal Realty Trust Inc. Class A Add +1.8% 0.07% +0.00
MX Magnachip Semiconductor Corp. Add +1.5% 0.47% −0.00
CHKP Check Point Software Tech Add +37.3% 0.19% −0.01
LBTYK Liberty Global Ltd. Class C Add +2.0% 1.15% −0.03
CRD.B Crawford & Co. Class B Add +2.3% 0.33% −0.05
PCYO Pure Cycle Corp. Add +15.1% 0.97% −0.06
IMAX Imax Corp. Add +1.9% 1.29% −0.08
LBTYA Liberty Global Ltd. Class A Add +1.5% 6.38% −0.09
AVNW Aviat Networks Inc. Add +1.0% 2.70% −0.12
EWBC East West Bancorp Inc. Add +0.9% 1.12% −0.19
LXFR Luxfer Holdings PLC Add +0.7% 0.94% −0.22
BRK.B Berkshire Hathaway Inc. Class B Add +4.5% 1.98% −0.24
RBBN Ribbon Communications Inc. Add +11.0% 0.67% −0.25
AGM Federal Agric MTG Corp. Class C Add +1.7% 0.90% −0.27
JEF Jefferies Financial Group Inc. Add +1.3% 0.49% −0.32

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 82$485.7MSGOV, ECVT, LBTYA, NWPX, EZPW
Q1 2026 85$443.9MSGOV, LBTYA, ECVT, SD, TPH
Q4 2025 87$397.5MSGOV, EZPW, LBTYA, ECVT, SD
Q3 2025 84$375.8MEZPW, LBTYA, CAMT, ECVT, SGOV
Q2 2025 83$367.2MSGOV, EZPW, CAMT, LBTYA, ECVT
Q1 2025 78$348.7MSGOV, EZPW, LBTYA, MTRX, ECVT
Q4 2024 86$368.1MSGOV, LBTYA, EZPW, SNREY, MTRX
Q3 2024 84$355.9MLBTYA, SGOV, EZPW, SD, LMNR
Q2 2024 80$326.9MLBTYA, SGOV, EZPW, SIGA, BIL
Q1 2024 82$341.9MLBTYA, EZPW, SGOV, MTRX, SIGA