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Howard Lu

@First Wilshire Securities Management Inc

Latest period2024 - Q3ReportedManaged Assets$355.898MTotal holdings84
Assets growth rate8.86%Assets growth rate (2-Q avg)2.25%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in First Wilshire Securities Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of First Wilshire Securities Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 355.898M in assets, with a quarterly growth rate of 8.86% and a 2-quarter average growth rate of 2.25%. The portfolio is managed by Howard Lu, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LBTYALiberty Global Ltd
Recent Activity
Decreased -0.39%
13.34%
$47.442M
2.247M shares@ $21.12 avg price
SGOVIshares Tr
Recent Activity
Increased 30.08%
10.44%
$37.146M
368,805 shares@ $100.72 avg price
EZPWEzcorp Inc
Recent Activity
Decreased -2.17%
7.49%
$26.639M
2.376M shares@ $11.21 avg price
SDSandridge Energy Inc
Recent Activity
Increased 31.77%
5.9%
$20.977M
1.715M shares@ $12.23 avg price
LMNRLimoneira Co
Recent Activity
Decreased -0.34%
5.17%
$18.37M
693,212 shares@ $26.5 avg price
SIGASiga Technologies Inc
Recent Activity
Decreased -7.5%
4.63%
$16.461M
2.439M shares@ $6.76 avg price
MTRXMatrix Svc Co
Recent Activity
Decreased -28.48%
4.44%
$15.789M
1.369M shares@ $11.53 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -25.64%
3.99%
$14.175M
154,390 shares@ $91.82 avg price
ECVTEcovyst Inc
Recent Activity
Increased 89.92%
3.91%
$13.89M
2.028M shares@ $6.85 avg price
NWPXNorthwest Pipe Co
Recent Activity
Decreased -0.34%
3.72%
$13.218M
292,881 shares@ $45.14 avg price