FIRST WILSHIRE SECURITIES MANAGEMENT INC

RIA/Wealth

FIRST WILSHIRE SECURITIES MANAGEMENT INC is a RIA/Wealth based in Pasadena, CA led by Howard Haoming Lu, managing $375.8M across 84 long positions as of Q3 2025 with 53% concentrated in top 10 holdings.

CEOHoward Haoming Lu

Portfolio Value: $375.8M
Positions: 84
Top Holding: EZPW at 11.08%
Last Reported: Q3 2025

Address1214 East Green Street, Suite 104, Pasadena, CA, 91106-3168, United States

Top Holdings

Largest long holdings in FIRST WILSHIRE SECURITIES MANAGEMENT INC's portfolio (52.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Ezcorp EZPW	Financial - Credit Services Financial Services	$41.7M	11.08%	-$1.4M Sold	3.59% 2.2M shares	Q1 2014 Held for 11y 8m
2 Liberty Global LBTYA	Telecommunications Services Communication Services	$26.5M	7.05%	-$182.5K Sold	0.68% 2.3M shares	Q1 2023 Held for 2y 8m
3 Camtek CAMT	Semiconductors Technology	$21.7M	5.77%	-$8.6M Sold	0.45% 206.4K shares	Q2 2015 Held for 10y 5m
4 Ecovyst ECVT	Chemicals - Specialty Basic Materials	$19.1M	5.09%	-$155.0K Sold	1.91% 2.2M shares	Q4 2022 Held for 2y 11m
5 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$18.0M	4.78%	-$20.3M Sold	— 178.5K shares	Q3 2023 Held for 2y 2m
6 Northwest Pipe NWPX	Manufacturing - Metal Fabrication Industrials	$17.0M	4.52%	-$233.4K Sold	3.33% 321.2K shares	Q1 2018 Held for 7y 8m
7 Tri Pointe Homes TPH	Residential Construction Consumer Cyclical	$15.0M	4.00%	-$1.1M Sold	0.51% 442.4K shares	Q1 2025 Held for 8 months
8 SandRidge Energy SD	Oil & Gas Exploration & Production Energy	$15.0M	4.00%	+$1.1M Bought	3.62% 1.3M shares	Q4 2022 Held for 2y 11m
9 Gilat Satellite Networks GILT	Communication Equipment Technology	$13.0M	3.45%	-$6.1M Sold	1.74% 996.3K shares	Q2 2023 Held for 2y 5m
10 Aviat Networks AVNW	Communication Equipment Technology	$12.0M	3.20%	-$149.5K Sold	4.10% 524.9K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in FIRST WILSHIRE SECURITIES MANAGEMENT INC's latest filing

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Market Value

$375.8M

Prior: $367.2M

Q/Q Change

+2.35%

+$8.6M

Net Flows % of MV

-9.64%

Turnover Ratio

9.83%

New Purchases

3 stocks

$11.5M

Added To

14 stocks

+$6.7M

Sold Out Of

4 stocks

$5.1M

Reduced Holdings

38 stocks

-$49.3M

Increased Positions

Position	Shares Δ	Change
1 Gibraltar Industries ROCK	New	0 → 175.2K +$11.0M
2 Invesco NASDAQ 100 ETF QQQM	New	0 → 1.1K +$276.8K
3 Constellation Brands STZ	New	0 → 1.6K +$210.1K
4 Huntsman HUN	+61.88%	697.1K → 1.1M +$3.9M
5 Sirius XM SIRI	+44.06%	61.0K → 87.9K +$625.8K

Decreased Positions

Position	Shares Δ	Change
1 SatixFy Communications SATX	Sold	1.3M → 0 −$3.8M
2 Atlas Lithium Corporation ATLX	Sold	187.4K → 0 −$708.3K
3 FGI Industries FGI	Sold	111.0K → 0 −$359.2K
4 Pfizer PFE	Sold	8.4K → 0 −$203.8K
5 iShares 0-3 Month Treasury Bond SGOV	-53.03%	380.0K → 178.5K −$20.3M

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Analytics

Portfolio insights and performance metrics for FIRST WILSHIRE SECURITIES MANAGEMENT INC

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Sector Allocation

Technology

19.90%

Financial Services

17.20%

Industrials

16.80%

Communication Services

11.70%

ETF

9.20%

Basic Materials

7.90%

Energy

5.70%

Consumer Cyclical

5.00%

Consumer Defensive

2.20%

Healthcare

2.10%

Utilities

0.60%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

4.44%

Large Cap ($10B - $200B)

3.15%

Mid Cap ($2B - $10B)

21.11%

Small Cap ($300M - $2B)

48.22%

Micro Cap ($50M - $300M)

13.45%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

9.62%

Portfolio Concentration

Top 10 Holdings %

52.94%

Top 20 Holdings %

75.04%

Top 50 Holdings %

96.56%

Top 100 Holdings %

100.0%