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Hikari Power Portfolio holdings

AUM $1.15B
1-Year Est. Return 5.31%
This Fund
S&P 500
This Quarter Est. Return
+1.77%
1 Year Est. Return
+5.31%
3 Year Est. Return
+56.51%
5 Year Est. Return
+82.29%
10 Year Est. Return
+211.09%
AUM
$1.15B
AUM Growth
-$121M
Cap. Flow
-$116M
Cap. Flow %
-10.08%
Top 10 Hldgs %
83.17%
Holding
65
New
2
Increased
1
Reduced
15
Closed
14

Sector Composition

Rank Sector Weight
1 Financials 57.31%
2 Healthcare 13.72%
3 Energy 10.22%
4 Materials 8.73%
5 Communication Services 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BDX icon
26
Becton Dickinson
BDX
$42.4B
$3.77M 0.33%
23,970
KO icon
27
Coca-Cola
KO
$353B
$3.68M 0.32%
48,400
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.67M 0.32%
7,670
GILD icon
29
Gilead Sciences
GILD
$162B
$2.6M 0.23%
18,630
PH icon
30
Parker-Hannifin
PH
$121B
$2.54M 0.22%
2,840
WAT icon
31
Waters Corp
WAT
$36.1B
$2.39M 0.21%
8,024
-39,606
-83% -$13.6M
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.24T
$2.13M 0.19%
7,390
BAC icon
33
Bank of America
BAC
$430B
$1.96M 0.17%
40,240
UNP icon
34
Union Pacific
UNP
$174B
$990K 0.09%
4,080
AME icon
35
Ametek
AME
$54.5B
$845K 0.07%
3,940
-13,880
-78% -$3.08M
CRVS icon
36
Corvus Pharmaceuticals
CRVS
$1.22B
$731K 0.06%
49,959
WFC icon
37
Wells Fargo
WFC
$266B
$557K 0.05%
7,000
-93,070
-93% -$7.99M
FTV icon
38
Fortive
FTV
$18.5B
$428K 0.04%
7,750
LMT icon
39
Lockheed Martin
LMT
$117B
$417K 0.04%
690
-6,650
-91% -$4.1M
VEEV icon
40
Veeva Systems
VEEV
$30.7B
$401K 0.03%
2,280
A icon
41
Agilent Technologies
A
$37.5B
$384K 0.03%
3,370
IEX icon
42
IDEX
IEX
$16.4B
$315K 0.03%
1,660
-2,710
-62% -$535K
SOLV icon
43
Solventum
SOLV
$13.6B
$307K 0.03%
4,697
MTD icon
44
Mettler-Toledo International
MTD
$26.2B
$296K 0.03%
235
AVXL icon
45
Anavex Life Sciences
AVXL
$237M
$263K 0.02%
85,585
MMM icon
46
3M
MMM
$89.1B
$256K 0.02%
1,760
-590
-25% -$94K
BN icon
47
Brookfield
BN
$103B
$249K 0.02%
6,150
ECL icon
48
Ecolab
ECL
$74.4B
$242K 0.02%
910
-2,800
-75% -$790K
VHT icon
49
Vanguard Health Care ETF
VHT
$18B
$229K 0.02%
840
-8,740
-91% -$2.5M
OCUL icon
50
Ocular Therapeutix
OCUL
$1.96B
$144K 0.01%
17,000

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Hikari Power's Q1 2026 Portfolio in Review

As of Q1 2026, Hikari Power held 65 positions worth $1.15B, down 9.6% from $1.27B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Hikari Power withdrew a net $116M in Q1 2026, closing 14 positions and reducing 15 holdings. Its most notable exit was AbbVie, an estimated $12.2M position sold in full.

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

Against the trend, Hikari Power opened a new position in Vanguard Ultra-Short Treasury ETF worth $10.4M.

  • Hikari Power's largest Q1 2026 buy was Vanguard Ultra-Short Treasury ETF: 136,950 shares worth $10.4M.
  • Hikari Power added most to Visa in Q1 2026, an estimated $80.4K increase.
  • Hikari Power's biggest Q1 2026 reduction was Berkshire Hathaway Class A, cutting an estimated $17.7M.
  • Hikari Power fully exited AbbVie in Q1 2026, selling an estimated $12.2M.
  • Hikari Power's ten largest holdings make up 83% of its $1.15B portfolio in Q1 2026.
  • Hikari Power opened 2 new positions and closed 14 in Q1 2026.
  • Hikari Power's portfolio value fell 9.6% quarter-over-quarter to $1.15B.

Based on Hikari Power's 13F filing for Q1 2026, filed 30 Apr 2026.