Long-term investor

First Wilshire Securities Management Inc. @firstwilshiresecuritiesm

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000732847).

Record

  • Tracked since 2025-12-31 (261 days), 38 trades recorded
  • Returns: week n/a · month n/a · 90 days +4.2% · 6 months n/a · 1 year n/a · all +16.5%
  • Max drawdown n/a · win rate 40% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SGOV · 22.5% · long · since 2025-12-31
  • ECVT · 5.6% · long · since 2025-12-31
  • G61188101 · 5.3% · long · since 2025-12-31
  • NWPX · 4.7% · long · since 2025-12-31
  • EZPW · 4.5% · long · since 2025-12-31
  • SD · 3.9% · long · since 2025-12-31
  • CHKP · 3.3% · long · since 2025-12-31
  • MLR · 3.1% · long · since 2025-12-31
  • SILC · 2.8% · long · since 2025-12-31
  • CRNT · 2.6% · long · since 2025-12-31
  • RELL · 2.5% · long · since 2025-12-31
  • ROCK · 2.5% · long · since 2025-12-31

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