We are live on !
Find out more
Hikari Power Portfolio holdings
AUM
$439M
Turnover
24.44%
1-Year Est. Return
11.38%
This Fund
S&P 500
This Quarter Est. Return
+1.69%
1 Year Est. Return
+11.38%
3 Year Est. Return
+53.91%
5 Year Est. Return
+79.64%
10 Year Est. Return
+223.5%
AUM
$439M
AUM Growth
-$416M
(-49%)
Cap. Flow
-$442M
Cap. Flow % of AUM
Cap. Flow %
-100.84%
Top 10 Holdings %
Top 10 Hldgs %
93.87%
Holding
45
New
2
Increased
1
Reduced
18
Closed
9
Avg Time Held
6.8
years
Top 10 Avg Time Held
2.7
years
Top 20 Avg Time Held
5.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zoetis
ZTS
|
+$217K |
| 2 |
Coca-Cola
KO
|
+$208K |
| 3 |
Sabre
SABR
|
+$125K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$178M |
| 2 |
Johnson & Johnson
JNJ
|
+$39.6M |
| 3 |
Visa
V
|
+$36.2M |
| 4 |
ExxonMobil
XOM
|
+$31.3M |
| 5 |
Phillips 66
PSX
|
+$27.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 82.64% |
| 2 | Energy | 4.32% |
| 3 | Communication Services | 4.16% |
| 4 | Miscellaneous | 3.45% |
| 5 | Healthcare | 3.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Novo Nordisk
NVO
$179B
| $428K | 0.1% |
11,300
-45,500
| -80% | -$2.1M |
2014 Q1
50 quarters
|
|
27
Mettler-Toledo International
MTD
$34.4B
| $355K | 0.08% |
235
| – | – |
2025 Q2
5 quarters
|
|
28
Lockheed Martin
LMT
$140B
| $351K | 0.08% |
690
| – | – |
2020 Q1
26 quarters
|
|
29
TG Therapeutics
TGTX
$9.8B
| $279K | 0.06% |
5,000
| – | – |
2026 Q2
1 quarter
|
|
30
Vanguard Health Care ETF
VHT
$21B
| $266K | 0.06% |
840
| – | – |
2021 Q2
21 quarters
|
|
31
Brookfield
BN
$93B
| $224K | 0.05% |
6,150
| – | – |
2025 Q4
3 quarters
|
|
|
32
Coca-Cola
KO
$419B
| $207K | 0.05% |
+2,400
| New | +$208K |
2026 Q3
0 quarters
|
|
33
Anavex Life Sciences
AVXL
$91.7M
| $173K | 0.04% |
85,585
| – | – |
2018 Q4
31 quarters
|
|
34
Ocular Therapeutix
OCUL
$1.38B
| $130K | 0.03% |
17,000
| – | – |
2021 Q4
19 quarters
|
|
|
35
Sabre
SABR
$767M
| $129K | 0.03% |
+61,000
| New | +$125K |
2026 Q3
0 quarters
|
|
36
Aldeyra Therapeutics
ALDX
$38M
| $25K | 0.01% |
20,020
| – | – |
2017 Q1
38 quarters
|
|
37
Ecolab
ECL
$85.4B
| – | – |
-910
| Closed | -$254K | – |
|
38
Fortive
FTV
$20.2B
| – | – |
-7,750
| Closed | -$473K | – |
|
39
IDEX
IEX
$17.5B
| – | – |
-1,660
| Closed | -$377K | – |
|
40
Linde
LIN
$240B
| – | – |
-40,400
| Closed | -$21M | – |
|
41
3M
MMM
$96B
| – | – |
-1,760
| Closed | -$285K | – |
|
42
Nasdaq
NDAQ
$60.3B
| – | – |
-100,500
| Closed | -$7.92M | – |
|
43
Vanguard S&P 500 ETF
VOO
$1.05T
| – | – |
-19,200
| Closed | -$13.2M | – |
|
44
Wells Fargo
WFC
$257B
| – | – |
-5,500
| Closed | -$455K | – |
|
45
Solventum
SOLV
$15.1B
| – | – |
-4,697
| Closed | -$362K | – |
|
Similar funds
EC
LCM
Hikari Power's Q3 2026 Portfolio in Review
As of Q3 2026, Hikari Power held 45 positions worth $439M, down 49% from $855M the previous quarter. Its ten largest holdings account for 94% of the portfolio.
Hikari Power withdrew a net $442M in Q3 2026, closing 9 positions and reducing 18 holdings. Its most notable exit was Linde, an estimated $21M position sold in full.
By sector, the portfolio is most concentrated in Financials at 83% of assets, up from 71% a quarter earlier, followed by Energy and Communication Services.
Against the trend, Hikari Power opened a new position in Coca-Cola worth $207K.
- Hikari Power's largest Q3 2026 buy was Coca-Cola: 2,400 shares worth $207K.
- Hikari Power added most to Zoetis in Q3 2026, an estimated $217K increase.
- Hikari Power's biggest Q3 2026 reduction was Berkshire Hathaway Class A, cutting an estimated $178M.
- Hikari Power fully exited Linde in Q3 2026, selling an estimated $21M.
- Hikari Power's ten largest holdings make up 94% of its $439M portfolio in Q3 2026.
- Hikari Power opened 2 new positions and closed 9 in Q3 2026.
- Hikari Power's portfolio value fell 49% quarter-over-quarter to $439M.
Based on Hikari Power's 13F filing for Q3 2026, filed 30 Oct 2026.