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Howard Lu

First Wilshire Securities Management Inc

Assets Managed
$443.876M
Holdings
85
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
11.66%(2Q avg: 8.72%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in First Wilshire Securities Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 85 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 443.876M in assets, with a quarterly growth rate of 11.66% and a 2-quarter average growth rate of 8.72%. The portfolio is managed by Howard Lu, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 73.47%
15.11%
$67.055M
666,152 shares@ $100.67 avg price
LBTYA
Liberty Global Ltd-a
Recent Activity
Increased 1.48%
6.38%
$28.308M
2.341M shares@ $12.1 avg price
ECVT
Ecovyst Inc
Recent Activity
Increased 1.01%
6.37%
$28.251M
2.197M shares@ $12.86 avg price
SD
Sandridge Energy Inc
Recent Activity
Increased 0.5%
5.18%
$22.962M
1.408M shares@ $16.32 avg price
TPH
Tri Pointe Homes Inc
Recent Activity
Increased 1.19%
4.71%
$20.864M
446,482 shares@ $46.74 avg price
ROCK
Gibraltar Industries Inc
Recent Activity
Increased 287.73%
4.5%
$19.932M
499,923 shares@ $39.87 avg price
EZPW
Ezcorp Inc-cl A
Recent Activity
Decreased -57.4%
4.24%
$18.801M
740,771 shares@ $25.39 avg price
CAMT
Camtek Ltd
Recent Activity
Decreased -12.17%
3.14%
$13.895M
91,649 shares@ $151.62 avg price
NWPX
Northwest Pipe Co
Recent Activity
Decreased -39.94%
3.11%
$13.8M
177,245 shares@ $77.87 avg price
MLR
Miller Industries Inc Tenn
Recent Activity
Increased 0.08%
3.07%
$13.621M
299,036 shares@ $45.56 avg price

1-10 of 85