First Wilshire Securities Management
Latest statistics and disclosures from First Wilshire Securities Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LBTYK, EWBC, JEF, VST, SILC, and represent 45.11% of First Wilshire Securities Management's stock portfolio.
- Added to shares of these 10 stocks: ANIP, LMNR, TREC, CRD.A, GSY, TDAC, BRK.B, SCHD, BMY, SCI.
- Started 8 new stock positions in SCI, BMY, ANIP, XLC, TDAC, MRK, TRV, TDACW.
- Reduced shares in these 10 stocks: KRA, HUN, CUBI, LBTYK, EZPW, JEF, VST, EWBC, TPC, RDS.B.
- Sold out of its positions in CVU, Ishares Tr Dec 2020, UFAB, DGS.
- First Wilshire Securities Management was a net seller of stock by $-2.7M.
- First Wilshire Securities Management has $248M in assets under management (AUM), dropping by 18.56%.
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Portfolio Holdings for First Wilshire Securities Management
Companies in the First Wilshire Securities Management portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Liberty Global CL C (LBTYK) | 13.8 | $34M | -3% | 1.4M | 23.65 | |
East West Ban (EWBC) | 9.5 | $24M | -2% | 465k | 50.71 | |
Jefferies Finl Group (JEF) | 8.5 | $21M | -3% | 861k | 24.60 | |
Vistra Energy (VST) | 6.8 | $17M | -4% | 854k | 19.66 | |
Silicom Ord (SILC) | 6.6 | $16M | 389k | 41.85 | ||
Ezcorp Cl A Non Vtg (EZPW) | 5.2 | $13M | -6% | 2.7M | 4.79 | |
Kraton Performance Polymers (KRA) | 3.9 | $9.8M | -25% | 353k | 27.79 | |
Huntsman Corporation (HUN) | 3.2 | $7.9M | -18% | 313k | 25.14 | |
Superior Uniform (SGC) | 2.8 | $7.0M | -3% | 302k | 23.24 | |
Tutor Perini Corporation (TPC) | 2.4 | $6.0M | -6% | 465k | 12.95 | |
Tetra Tech (TTEK) | 2.4 | $6.0M | -2% | 52k | 115.79 | |
Limoneira Company (LMNR) | 2.4 | $5.9M | +152% | 353k | 16.65 | |
Andersons (ANDE) | 2.3 | $5.7M | -4% | 231k | 24.51 | |
Manitex International (MNTX) | 2.0 | $5.0M | -3% | 975k | 5.16 | |
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Crawford & Co Cl A (CRD.A) | 1.9 | $4.8M | +12% | 651k | 7.39 | |
Federal Agric Mtg Corp CL C (AGM) | 1.9 | $4.8M | -3% | 65k | 74.25 | |
Biosante Pharmaceuticals (ANIP) | 1.9 | $4.7M | NEW | 161k | 29.04 | |
Northwest Pipe Company (NWPX) | 1.8 | $4.6M | -2% | 161k | 28.30 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $4.1M | +11% | 18k | 231.89 | |
Industrias Bachoco S A B De Adr B (IBA) | 1.2 | $2.9M | -12% | 65k | 45.16 | |
VSE Corporation (VSEC) | 1.2 | $2.9M | -3% | 75k | 38.50 | |
Customers Ban (CUBI) | 1.2 | $2.9M | -34% | 157k | 18.18 | |
Gulf Island Fabrication (GIFI) | 1.1 | $2.7M | -7% | 899k | 3.06 | |
Trecora Resources (TREC) | 1.0 | $2.5M | +133% | 357k | 6.99 | |
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 1.0 | $2.4M | +23% | 48k | 50.59 | |
Ishares Tr Short Treas Bd (SHV) | 0.9 | $2.2M | 20k | 110.51 | ||
L.B. Foster Company (FSTR) | 0.9 | $2.1M | 142k | 15.05 | ||
Camtek Ord (CAMT) | 0.7 | $1.9M | 84k | 21.91 | ||
Crawford & Co CL B (CRD.B) | 0.7 | $1.8M | 254k | 7.20 | ||
Miller Inds Inc Tenn Com New (MLR) | 0.6 | $1.5M | 39k | 38.03 | ||
China Fund (CHN) | 0.5 | $1.2M | -6% | 42k | 28.55 | |
Sirius International Insuran (SG) | 0.4 | $1.0M | -27% | 84k | 12.50 | |
Richardson Electronics (RELL) | 0.3 | $821k | -2% | 174k | 4.71 | |
Microsoft Corporation (MSFT) | 0.3 | $812k | 3.7k | 222.47 | ||
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.3 | $744k | +14% | 15k | 50.14 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $713k | -11% | 1.9k | 375.26 | |
Vanguard World Fds Health Car Etf (VHT) | 0.3 | $682k | 3.1k | 223.61 | ||
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $681k | +115% | 11k | 64.09 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $671k | 2.1k | 327.32 | ||
Bank of America Corporation (BAC) | 0.2 | $595k | -2% | 20k | 30.30 | |
Bank of Commerce Holdings (BOCH) | 0.2 | $573k | 58k | 9.91 | ||
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $540k | -12% | 2.4k | 229.79 | |
Vanguard Index Fds S&p 500 Etf SHS (VOO) | 0.2 | $527k | 1.5k | 343.77 | ||
Cisco Systems (CSCO) | 0.2 | $517k | 12k | 44.71 | ||
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $502k | 3.1k | 160.74 | ||
Select Sector Spdr Tr Technology (XLK) | 0.2 | $501k | 3.9k | 130.13 | ||
Abbott Laboratories (ABT) | 0.2 | $495k | -10% | 4.5k | 109.42 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $457k | +2% | 2.4k | 194.47 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $456k | 12k | 38.50 | ||
Trident Acquisitions Corp (TDAC) | 0.2 | $452k | NEW | 70k | 6.46 | |
Soligenix (SNGX) | 0.2 | $448k | +40% | 350k | 1.28 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $443k | -6% | 3.5k | 127.01 | |
Jacobs Engineering (J) | 0.2 | $439k | 4.0k | 109.07 | ||
Volt Information Sciences (VOLT) | 0.2 | $407k | -34% | 230k | 1.77 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.2 | $404k | 14k | 29.45 | ||
Trident Acquisitions Corp Unit 05/09/2023 (TDACU) | 0.2 | $402k | -50% | 70k | 5.74 | |
Johnson & Johnson (JNJ) | 0.2 | $393k | 2.5k | 157.39 | ||
Home Depot (HD) | 0.1 | $352k | 1.3k | 265.66 | ||
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $349k | 4.0k | 86.26 | ||
Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) | 0.1 | $325k | 16k | 20.59 | ||
CVS Caremark Corporation (CVS) | 0.1 | $325k | -19% | 4.8k | 68.32 | |
General Electric Company (GE) | 0.1 | $313k | 29k | 10.79 | ||
Landstar System (LSTR) | 0.1 | $310k | 2.3k | 134.78 | ||
Quest Diagnostics Incorporated (DGX) | 0.1 | $292k | 2.5k | 119.18 | ||
Procter & Gamble Company (PG) | 0.1 | $278k | -9% | 2.0k | 139.00 | |
Honeywell International (HON) | 0.1 | $264k | 1.2k | 212.39 | ||
Bellus Health Com New (BLU) | 0.1 | $251k | 82k | 3.06 | ||
Pfizer (PFE) | 0.1 | $242k | 6.6k | 36.81 | ||
Royal Dutch Shell Adr B (RDS.B) | 0.1 | $241k | -63% | 7.2k | 33.58 | |
Bristol Myers Squibb (BMY) | 0.1 | $233k | NEW | 3.8k | 62.13 | |
Service Corporation International (SCI) | 0.1 | $229k | NEW | 4.7k | 49.09 | |
Proshares Tr Pshs Ultsh 20yrs (TBT) | 0.1 | $225k | -33% | 14k | 16.45 | |
Merck & Co (MRK) | 0.1 | $221k | NEW | 2.7k | 81.85 | |
Select Sector Spdr Tr Communication (XLC) | 0.1 | $216k | NEW | 3.2k | 67.50 | |
Pavmed (PAVM) | 0.1 | $212k | +100% | 100k | 2.12 | |
Travelers Companies (TRV) | 0.1 | $201k | NEW | 1.4k | 140.56 | |
Quest Resource Hldg Corp Com New (QRHC) | 0.1 | $191k | -59% | 83k | 2.30 | |
Trident Acquisitions Corp *w Exp 05/09/202 (TDACW) | 0.0 | $87k | NEW | 70k | 1.24 | |
Daktronics (DAKT) | 0.0 | $80k | 17k | 4.68 | ||
Eastside Distilling (EAST) | 0.0 | $13k | 10k | 1.30 |
Past Filings by First Wilshire Securities Management
SEC 13F filings are viewable for First Wilshire Securities Management going back to 2010
- First Wilshire Securities Management 2020 Q4 filed Feb. 17, 2021
- First Wilshire Securities Management 2020 Q3 filed Nov. 16, 2020
- First Wilshire Securities Management 2020 Q2 filed Aug. 14, 2020
- First Wilshire Securities Management 2020 Q1 filed May 15, 2020
- First Wilshire Securities Management 2019 Q4 filed Feb. 18, 2020
- First Wilshire Securities Management 2019 Q3 filed Nov. 14, 2019
- First Wilshire Securities Management 2019 Q2 filed Aug. 14, 2019
- First Wilshire Securities Management 2019 Q1 filed May 16, 2019
- First Wilshire Securities Management 2018 Q4 filed Feb. 15, 2019
- First Wilshire Securities Management 2018 Q3 filed Nov. 15, 2018
- First Wilshire Securities Management 2018 Q2 filed Aug. 15, 2018
- First Wilshire Securities Management 2018 Q1 filed May 15, 2018
- First Wilshire Securities Management 2017 Q4 filed Feb. 15, 2018
- First Wilshire Securities Management 2017 Q3 filed Nov. 14, 2017
- First Wilshire Securities Management 2017 Q2 filed Aug. 14, 2017
- First Wilshire Securities Management 2017 Q1 filed May 15, 2017