1y return+40.2%S&P 500 +20.9%
3y return+75.6%S&P 500 +68.5%
5y return+67.3%S&P 500 +74.5%
10y return+185.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $285 against $357 in the S&P 500.2
First Wilshire Securities Management IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SGOVIshares Tr | $109.5M | 22.5% | +63.3% |
| ECVTEcovyst Inc | $27.0M | 5.6% | −1.2% |
| Liberty Global LtdCUSIP G61188101 | $25.7M | 5.3% | −3.5% |
| NWPXNwpx Infrastructure Inc | $22.7M | 4.7% | −14.8% |
| EZPWEzcorp Inc | $21.8M | 4.5% | −14.7% |
| SDSandridge Energy Inc | $19.1M | 3.9% | −1.0% |
| Check Point Software Tech LtCUSIP M22465104 | $16.1M | 3.3% | +1967.5% |
| MLRMiller Inds Inc Tenn | $15.1M | 3.1% | −1.0% |
| Silicom LtdCUSIP M84116108 | $13.6M | 2.8% | −9.9% |
| Ceragon Networks LtdCUSIP M22013102 | $12.5M | 2.6% | |
| RELLRichardson Electrs Ltd | $12.2M | 2.5% | −4.4% |
| ROCKGibraltar Inds Inc | $12.1M | 2.5% | −46.2% |
| IOSPInnospec Inc | $12.0M | 2.5% | |
| AVNWAviat Networks Inc | $11.6M | 2.4% | −1.2% |
| BILSpdr Series Tru | $10.5M | 2.2% | +6.4% |
| BRK/BBerkshire Hathaway Inc Del | $9.1M | 1.9% | |
| ORNOrion Group Hldgs Inc | $8.7M | 1.8% | −1.8% |
| TPCTutor Perini Corp | $8.3M | 1.7% | |
| LMNRLimoneira Co | $7.7M | 1.6% | +1.5% |
| HUNHuntsman Corp | $7.4M | 1.5% | −31.6% |
| MTRXMatrix Svc Co | $7.1M | 1.5% | −1.1% |
| Gilat Satellite Networks LtdCUSIP M51474118 | $6.2M | 1.3% | −23.6% |
| Luxfer Hldgs PLCCUSIP G5698W116 | $6.1M | 1.2% | −1.7% |
| ANDEAndersons Inc | $6.0M | 1.2% | −9.3% |
| EWBCEast West Bancorp Inc | $6.0M | 1.2% | −1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Camtek LtdCUSIP M20791105 | June 30, 2020 | +1196.7% | $4.1M |
| TPCTutor Perini Corp | June 30, 2020 | +581.2% | $8.3M |
| NWPXNwpx Infrastructure Inc | June 30, 2020 | +498.0% | $22.7M |
| EZPWEzcorp Inc | June 30, 2020 | +448.7% | $21.8M |
| ANDEAndersons Inc | June 30, 2020 | +397.1% | $6.0M |
| RELLRichardson Electrs Ltd | June 30, 2020 | +370.1% | $12.2M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $1.5M |
| EWBCEast West Bancorp Inc | June 30, 2020 | +256.2% | $6.0M |
| JEFJefferies Financial Group In | June 30, 2020 | +221.4% | $2.6M |
| AGMFederal Agric Mtg Corp | June 30, 2020 | +211.3% | $5.3M |
Sold off last quarter
- Tri Pointe Homes IncCUSIP 87265H109 was $20.9M
- MXMagnachip Semiconductor Corp was $2.1M
- STZConstellation Brands Inc was $339K
- MRKMerck & Co Inc was $223K
- INTCIntel Corp was $221K
- PFXFVaneck Etf Tru was $176K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | +11.8% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +11.9% | +7.8% |
| June 30, 2025 | +5.5% | +10.5% |
| March 31, 2025 | −4.3% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +7.8% | +5.4% |
| June 30, 2024 | −5.7% | +4.0% |
| March 31, 2024 | +15.4% | +10.0% |
| December 31, 2023 | +5.7% | +11.2% |
| September 30, 2023 | +1.9% | −3.6% |
| June 30, 2023 | +0.9% | +8.3% |
| March 31, 2023 | +0.8% | +7.0% |
| December 31, 2022 | +12.3% | +7.1% |
| September 30, 2022 | −9.1% | −5.3% |
| June 30, 2022 | −8.2% | −16.5% |
| March 31, 2022 | −8.3% | −4.9% |
| December 31, 2021 | +6.8% | +10.7% |
| September 30, 2021 | +1.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: First Wilshire Securities Management Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=732847&type=13F-HR&dateb=&owner=include&count=40CIK 732847
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/732847/000073284726000014/Filed August 14, 2026 · accession 0000732847-26-000014