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HP

Hikari Power Portfolio holdings

AUM $855M
1-Year Est. Return 14.24%
This Fund
S&P 500
This Quarter Est. Return
+4.21%
1 Year Est. Return
+14.24%
3 Year Est. Return
+53.45%
5 Year Est. Return
+75.51%
10 Year Est. Return
+220.8%
AUM
$855M
AUM Growth
-$293M
Cap. Flow
-$319M
Cap. Flow %
-37.38%
Top 10 Hldgs %
90.68%
Holding
53
New
2
Increased
–
Reduced
18
Closed
10

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$827K
2
TGTX icon
TG Therapeutics
TGTX
+$205K

Top Sells

Rank Stock Value
1
LIN icon
Linde
LIN
+$59.1M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$47.6M
3
JNJ icon
Johnson & Johnson
JNJ
+$35.1M
4
DHR icon
Danaher
DHR
+$29.9M
5
SHEL icon
Shell
SHEL
+$27.7M

Sector Composition

Rank Sector Weight
1 Financials 70.91%
2 Energy 7.31%
3 Healthcare 7.14%
4 Communication Services 4.89%
5 Materials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.08T
$519M 60.73%
693
-66
-9% -$47.6M
V icon
2
Visa
V
$700B
$42.6M 4.99%
124,270
-29,660
-19% -$9.52M
JNJ icon
3
Johnson & Johnson
JNJ
$663B
$40.1M 4.7%
158,080
-150,680
-49% -$35.1M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.1T
$39.2M 4.59%
110,990
-8,010
-7% -$2.86M
XOM icon
5
ExxonMobil
XOM
$656B
$34.5M 4.04%
252,500
-46,790
-16% -$7M
PSX icon
6
Phillips 66
PSX
$102B
$26.3M 3.07%
155,300
-35,030
-18% -$6.03M
LIN icon
7
Linde
LIN
$220B
$21M 2.45%
40,400
-116,680
-74% -$59.1M
ROP icon
8
Roper Technologies
ROP
$40.3B
$20.3M 2.38%
60,000
– –
BNY
9
Bank of New York Mellon
BNY
$112B
$17.3M 2.02%
119,445
-74,685
-38% -$10.2M
MCO icon
10
Moody's
MCO
$85.5B
$14.6M 1.71%
32,220
-20,820
-39% -$9.35M
VOO icon
11
Vanguard S&P 500 ETF
VOO
$1.03T
$13.2M 1.54%
19,200
– –
VGUS
12
Vanguard Ultra-Short Treasury ETF
VGUS
$1.03B
$10.4M 1.21%
136,950
– –
NTR icon
13
Nutrien
NTR
$37.9B
$9.44M 1.11%
150,000
– –
NDAQ icon
14
Nasdaq
NDAQ
$54.2B
$7.92M 0.93%
100,500
– –
ISRG icon
15
Intuitive Surgical
ISRG
$130B
$5.62M 0.66%
14,130
-28,940
-67% -$12.6M
VUSB icon
16
Vanguard Ultra-Short Bond ETF
VUSB
$9.31B
$4.51M 0.53%
90,620
– –
DHR icon
17
Danaher
DHR
$146B
$3.9M 0.46%
20,500
-164,670
-89% -$29.9M
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.08T
$3.84M 0.45%
7,670
– –
AMGN icon
19
Amgen
AMGN
$236B
$3.22M 0.38%
8,900
-22,090
-71% -$7.56M
NVO
20
Novo Nordisk
NVO
$206B
$2.72M 0.32%
56,800
-73,500
-56% -$3.16M
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$4.14T
$2.56M 0.3%
7,150
-240
-3% -$86.4K
WAT icon
22
Waters Corp
WAT
$40.2B
$1.79M 0.21%
4,780
-3,244
-40% -$1.11M
SHEL icon
23
Shell
SHEL
$256B
$1.66M 0.19%
21,400
-320,500
-94% -$27.7M
WAB icon
24
Wabtec
WAB
$47.8B
$1.66M 0.19%
6,143
-9,080
-60% -$2.4M
AME icon
25
Ametek
AME
$54.5B
$953K 0.11%
3,940
– –
1
2 3

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EWA
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DCM
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BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
QIM
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AIMC
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F
FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return
AAM
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UBV
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Hikari Power's Q2 2026 Portfolio in Review

As of Q2 2026, Hikari Power held 53 positions worth $855M, down 26% from $1.15B the previous quarter. Its ten largest holdings account for 91% of the portfolio.

Hikari Power withdrew a net $319M in Q2 2026, closing 10 positions and reducing 18 holdings. Its most notable exit was Altria Group, an estimated $12.9M position sold in full.

By sector, the portfolio is most concentrated in Financials at 71% of assets, up from 57% a quarter earlier, followed by Energy and Healthcare.

Against the trend, Hikari Power opened a new position in Zoetis worth $632K.

  • Hikari Power's largest Q2 2026 buy was Zoetis: 8,790 shares worth $632K.
  • Hikari Power's biggest Q2 2026 reduction was Linde, cutting an estimated $59.1M.
  • Hikari Power fully exited Altria Group in Q2 2026, selling an estimated $12.9M.
  • Hikari Power's ten largest holdings make up 91% of its $855M portfolio in Q2 2026.
  • Hikari Power opened 2 new positions and closed 10 in Q2 2026.
  • Hikari Power's portfolio value fell 26% quarter-over-quarter to $855M.

Based on Hikari Power's 13F filing for Q2 2026, filed 7 Aug 2026.