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HP
Hikari Power Portfolio holdings
AUM
$1.15B
1-Year Est. Return
5.31%
This Fund
S&P 500
This Quarter
Est. Return
+4.3%
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
$1.24B
AUM Growth
+$40.7M
(+3.4%)
Cap. Flow
-$833K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
78.36%
Holding
64
New
1
Increased
2
Reduced
3
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zoetis
ZTS
|
+$207K |
| 2 |
IDEX
IEX
|
+$157K |
| 3 |
Vanguard Health Care ETF
VHT
|
+$75.3K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
3M
MMM
|
+$594K |
| 2 |
Brookfield
BN
|
+$464K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$126K |
| 4 |
Cigna
CI
|
+$88.8K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 58.21% |
| 2 | Healthcare | 15.22% |
| 3 | Materials | 7.77% |
| 4 | Energy | 6.77% |
| 5 | Technology | 3.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Cigna
CI
$76.6B
| $6.6M | 0.53% |
22,899
-300
| -1% | -$88.8K |
|
27
Veralto
VLTO
$22.6B
| $5.82M | 0.47% |
54,556
| – | – |
|
28
Mastercard
MA
$477B
| $5.69M | 0.46% |
10,000
| – | – |
|
29
Becton Dickinson
BDX
$43.1B
| $4.49M | 0.36% |
23,970
| – | – |
|
30
Berkshire Hathaway Class B
BRK.B
$1.07T
| $3.86M | 0.31% |
7,670
| – | – |
|
31
Lockheed Martin
LMT
$134B
| $3.66M | 0.29% |
7,340
| – | – |
|
32
Ametek
AME
$55.5B
| $3.35M | 0.27% |
17,820
| – | – |
|
33
Honeywell
HON
$77.1B
| $3.33M | 0.27% |
16,764
| – | – |
|
34
Coca-Cola
KO
$354B
| $3.21M | 0.26% |
48,400
| – | – |
|
35
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| $3.19M | 0.26% |
58,810
| – | – |
|
36
Wabtec
WAB
$51.1B
| $3.11M | 0.25% |
15,523
| – | – |
|
37
Jack Henry & Associates
JKHY
$10.7B
| $2.74M | 0.22% |
18,370
| – | – |
|
|
38
Vanguard Health Care ETF
VHT
$18.2B
| $2.49M | 0.2% |
9,580
+300
| +3% | +$75.3K |
|
39
Vontier
VNT
$4.33B
| $2.38M | 0.19% |
56,786
| – | – |
|
40
Parker-Hannifin
PH
$125B
| $2.15M | 0.17% |
2,840
| – | – |
|
41
Bank of America
BAC
$435B
| $2.08M | 0.17% |
40,240
| – | – |
|
42
Gilead Sciences
GILD
$161B
| $2.07M | 0.17% |
18,630
| – | – |
|
43
Merck
MRK
$324B
| $1.91M | 0.15% |
22,710
| – | – |
|
|
44
Alphabet (Google) Class A
GOOGL
$3.91T
| $1.85M | 0.15% |
7,630
-600
| -7% | -$126K |
|
45
Bristol-Myers Squibb
BMY
$127B
| $1.34M | 0.11% |
29,820
| – | – |
|
46
Ecolab
ECL
$75.6B
| $1.02M | 0.08% |
3,710
| – | – |
|
47
Union Pacific
UNP
$183B
| $964K | 0.08% |
4,080
| – | – |
|
48
MetLife
MET
$61B
| $871K | 0.07% |
10,580
| – | – |
|
49
Veeva Systems
VEEV
$30.3B
| $813K | 0.07% |
2,730
| – | – |
|
50
Anavex Life Sciences
AVXL
$222M
| $762K | 0.06% |
85,585
| – | – |
|
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Hikari Power's Q3 2025 Portfolio in Review
As of Q3 2025, Hikari Power held 64 positions worth $1.24B, up 3.4% from $1.2B the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Trading was light in Q3 2025: portfolio turnover was 3.1%. Hikari Power opened 1 new position and exited 1, leaving the 64-position portfolio largely intact.
By sector, the portfolio is most concentrated in Financials at 58% of assets, down from 58% a quarter earlier, followed by Healthcare and Materials.
- Hikari Power's largest Q3 2025 buy was Zoetis: 1,370 shares worth $200K.
- Hikari Power added most to IDEX in Q3 2025, an estimated $157K increase.
- Hikari Power's biggest Q3 2025 reduction was 3M, cutting an estimated $594K.
- Hikari Power fully exited Brookfield in Q3 2025, selling an estimated $464K.
- Hikari Power's ten largest holdings make up 78% of its $1.24B portfolio in Q3 2025.
- Hikari Power opened 1 new position and closed 1 in Q3 2025.
- Hikari Power's portfolio value rose 3.4% quarter-over-quarter to $1.24B.
Based on Hikari Power's 13F filing for Q3 2025, filed 22 Oct 2025.