First Wilshire Securities Management Inc.
Annual return '25
+18.8%
SPY '25
+17.7%
Alpha
+1.1ptsvs SPY
Invested
$443.9M
Holdings
87
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SGOV
ISHARES TR
Held since at least Q1 2024
15.1%
02
$LBTYA
LIBERTY GLOBAL LTD
Held since at least Q1 2024
6.4%
03
$ECVT
ECOVYST INC
Held since at least Q1 2024
6.4%
04
$SD
SANDRIDGE ENERGY INC
Held since at least Q1 2024
5.2%
05
$TPH
TRI POINTE HOMES INC
Held since at least Q1 2024
4.7%
06
$ROCK
GIBRALTAR INDS INC
Held since at least Q1 2024
4.5%
07
$AAPL
APPLE INC
Held since at least Q1 2024
4.3%
08
$EZPW
EZCORP INC
Held since at least Q1 2024
4.2%
09
$CAMT
CAMTEK LTD
Held since at least Q1 2024
3.1%
10
$NWPX
NWPX INFRASTRUCTURE INC
Held since at least Q1 2024
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.