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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
+11.62%
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
$1.26B
AUM Growth
+$104M
(+9%)
Cap. Flow
-$19M
Cap. Flow
% of AUM
-1.51%
Top 10 Holdings %
Top 10 Hldgs %
79.25%
Holding
60
New
1
Increased
1
Reduced
7
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Solventum
SOLV
|
+$350K |
| 2 |
Vanguard Health Care ETF
VHT
|
+$77.3K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wabtec
WAB
|
+$9.95M |
| 2 |
Altria Group
MO
|
+$7.43M |
| 3 |
3M
MMM
|
+$1.73M |
| 4 |
Jack Henry & Associates
JKHY
|
+$122K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$81.6K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 59.79% |
| 2 | Healthcare | 15.41% |
| 3 | Materials | 7.3% |
| 4 | Energy | 6.67% |
| 5 | Technology | 4.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Becton Dickinson
BDX
$49.4B
| $5.49M | 0.44% |
23,970
| – | – |
|
27
Mastercard
MA
$492B
| $5.48M | 0.43% |
10,000
| – | – |
|
28
Veralto
VLTO
$23.9B
| $5.22M | 0.41% |
53,606
| – | – |
|
29
Fortive
FTV
$18.6B
| $4.67M | 0.37% |
84,663
-1,194
| -1% | -$70.1K |
|
30
Berkshire Hathaway Class B
BRK.B
$1.11T
| $4.08M | 0.32% |
7,670
| – | – |
|
31
Coca-Cola
KO
$372B
| $3.47M | 0.27% |
48,400
| – | – |
|
32
Honeywell
HON
$72.9B
| $3.43M | 0.27% |
17,188
| – | – |
|
|
33
Jack Henry & Associates
JKHY
$10.9B
| $3.35M | 0.27% |
18,370
-700
| -4% | -$122K |
|
34
Lockheed Martin
LMT
$138B
| $3.28M | 0.26% |
7,340
| – | – |
|
|
35
Wabtec
WAB
$50.3B
| $3.02M | 0.24% |
16,623
-51,900
| -76% | -$9.95M |
|
36
Ametek
AME
$58.8B
| $2.99M | 0.24% |
17,380
| – | – |
|
37
Vanguard FTSE Emerging Markets ETF
VWO
$125B
| $2.66M | 0.21% |
58,810
| – | – |
|
|
38
Vanguard Health Care ETF
VHT
$19B
| $2.46M | 0.19% |
9,280
+290
| +3% | +$77.3K |
|
39
Gilead Sciences
GILD
$168B
| $2.09M | 0.17% |
18,630
| – | – |
|
40
Merck
MRK
$322B
| $2.04M | 0.16% |
22,710
| – | – |
|
41
Vontier
VNT
$4.61B
| $1.86M | 0.15% |
56,786
| – | – |
|
42
Bristol-Myers Squibb
BMY
$130B
| $1.82M | 0.14% |
29,820
| – | – |
|
|
43
Alphabet (Google) Class A
GOOGL
$4.2T
| $1.75M | 0.14% |
11,330
-450
| -4% | -$81.6K |
|
44
Parker-Hannifin
PH
$134B
| $1.73M | 0.14% |
2,840
| – | – |
|
45
Bank of America
BAC
$448B
| $1.68M | 0.13% |
40,240
| – | – |
|
|
46
3M
MMM
$94.4B
| $1.03M | 0.08% |
7,040
-11,750
| -63% | -$1.73M |
|
47
Union Pacific
UNP
$174B
| $964K | 0.08% |
4,080
| – | – |
|
48
Ecolab
ECL
$79.8B
| $941K | 0.07% |
3,710
| – | – |
|
49
MetLife
MET
$61.5B
| $849K | 0.07% |
10,580
| – | – |
|
50
Anavex Life Sciences
AVXL
$325M
| $734K | 0.06% |
85,585
| – | – |
|
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Hikari Power's Q1 2025 Portfolio in Review
As of Q1 2025, Hikari Power held 60 positions worth $1.26B, up 9% from $1.16B the previous quarter. Its ten largest holdings account for 79% of the portfolio.
Trading was light in Q1 2025: portfolio turnover was 1.7%. Hikari Power opened 1 new position and made no exits, leaving the 60-position portfolio largely intact.
By sector, the portfolio is most concentrated in Financials at 60% of assets, up from 57% a quarter earlier, followed by Healthcare and Materials.
- Hikari Power's largest Q1 2025 buy was Solventum: 4,697 shares worth $357K.
- Hikari Power added most to Vanguard Health Care ETF in Q1 2025, an estimated $77.3K increase.
- Hikari Power's biggest Q1 2025 reduction was Wabtec, cutting an estimated $9.95M.
- Hikari Power's ten largest holdings make up 79% of its $1.26B portfolio in Q1 2025.
- Hikari Power opened 1 new position and closed 0 in Q1 2025.
- Hikari Power's portfolio value rose 9% quarter-over-quarter to $1.26B.
Based on Hikari Power's 13F filing for Q1 2025, filed 24 Apr 2025.