First Wilshire Securities Management Inc Portfolio Changes: Q2 2026 Insights

As reported in their latest filing dated June 30, 2026, First Wilshire Securities Management Inc saw significant changes across its portfolio. The investment firm's holdings reflected notable buying activity in several stocks, while others experienced reductions or exits.

The largest increase during this quarter was observed in SIGA Technologies Inc (SIGA), with a nearly 50.46% jump in shares held, indicating strong confidence or strategic allocation towards the healthcare sector player.

ISHares TR ETF (SGOV), previously highlighted as a top holding, continued its upward trajectory, showing another substantial increase of over 63% in share count from the prior period. This significant buying reinforces the firm's position within this broadly allocated security.

In addition to these major additions, Check Point Software Tech Ltd (CHKP) also saw a considerable increase in holdings. Furthermore, the firm bolstered its position with shares of ZTS Inc, although specific details for ZTS are not included in the provided top holdings list.

Conversely, First Wilshire Securities Management Inc reduced its stake significantly in several areas. Holdings of Huntsman Corp (HUN), a key player in the Basic Materials sector, decreased by approximately 31.61%.

The firm also exited its position entirely in Gibraltar Inds Inc (ROCK), which was previously allocated at 2.5%, and saw substantial reductions elsewhere, including a nearly 14.76% decrease in NWPX Infrastructure Inc (NWPX) and an approximately 3.47% reduction in shares of Liberty Global Ltd (LBTYA).

The overall portfolio allocation for the quarter, as detailed by the firm's filing, shows a continued focus on sectors like Technology and Financial Services. The specific changes observed provide insight into their investment strategy adjustments during this period.