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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
+3.27%
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
$1.27B
AUM Growth
+$26.8M
(+2.2%)
Cap. Flow
-$4.42M
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
77.99%
Holding
64
New
1
Increased
–
Reduced
8
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Brookfield
BN
|
+$280K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wells Fargo
WFC
|
+$2.08M |
| 2 |
BNY
Bank of New York Mellon
BNY
|
+$1.29M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$577K |
| 4 |
Zoetis
ZTS
|
+$200K |
| 5 |
Honeywell
HON
|
+$189K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 57.3% |
| 2 | Healthcare | 16.62% |
| 3 | Materials | 7.11% |
| 4 | Energy | 6.75% |
| 5 | Communication Services | 3.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cigna
CI
$72.4B
| $6.3M | 0.5% |
22,899
| – | – |
|
27
Mastercard
MA
$492B
| $5.71M | 0.45% |
10,000
| – | – |
|
28
Veralto
VLTO
$23.9B
| $5.44M | 0.43% |
54,556
| – | – |
|
29
Becton Dickinson
BDX
$49.4B
| $4.65M | 0.37% |
23,970
| – | – |
|
30
Berkshire Hathaway Class B
BRK.B
$1.11T
| $3.85M | 0.3% |
7,670
| – | – |
|
31
Ametek
AME
$58.8B
| $3.66M | 0.29% |
17,820
| – | – |
|
32
Lockheed Martin
LMT
$138B
| $3.55M | 0.28% |
7,340
| – | – |
|
33
Coca-Cola
KO
$372B
| $3.38M | 0.27% |
48,400
| – | – |
|
34
Jack Henry & Associates
JKHY
$10.9B
| $3.35M | 0.26% |
18,370
| – | – |
|
35
Wabtec
WAB
$50.3B
| $3.31M | 0.26% |
15,523
| – | – |
|
36
Vanguard FTSE Emerging Markets ETF
VWO
$125B
| $3.16M | 0.25% |
58,810
| – | – |
|
|
37
Honeywell
HON
$72.9B
| $3.08M | 0.24% |
15,800
-964
| -6% | -$189K |
|
38
Vanguard Health Care ETF
VHT
$19B
| $2.76M | 0.22% |
9,580
| – | – |
|
39
Parker-Hannifin
PH
$134B
| $2.5M | 0.2% |
2,840
| – | – |
|
40
Merck
MRK
$322B
| $2.39M | 0.19% |
22,710
| – | – |
|
41
Alphabet (Google) Class A
GOOGL
$4.2T
| $2.31M | 0.18% |
7,390
-240
| -3% | -$68.6K |
|
42
Gilead Sciences
GILD
$168B
| $2.29M | 0.18% |
18,630
| – | – |
|
43
Bank of America
BAC
$448B
| $2.21M | 0.17% |
40,240
| – | – |
|
44
Vontier
VNT
$4.61B
| $2.11M | 0.17% |
56,786
| – | – |
|
45
Ecolab
ECL
$79.8B
| $974K | 0.08% |
3,710
| – | – |
|
|
46
Bristol-Myers Squibb
BMY
$130B
| $961K | 0.08% |
17,820
-12,000
| -40% | -$577K |
|
47
Union Pacific
UNP
$174B
| $944K | 0.07% |
4,080
| – | – |
|
48
MetLife
MET
$61.5B
| $835K | 0.07% |
10,580
| – | – |
|
49
IDEX
IEX
$17.5B
| $778K | 0.06% |
4,370
| – | – |
|
50
Prudential Financial
PRU
$42.2B
| $717K | 0.06% |
6,350
| – | – |
|
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Hikari Power's Q4 2025 Portfolio in Review
As of Q4 2025, Hikari Power held 64 positions worth $1.27B, up 2.2% from $1.24B the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Trading was light in Q4 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 57% of assets, down from 58% a quarter earlier, followed by Healthcare and Materials.
- Hikari Power's largest Q4 2025 buy was Brookfield: 6,150 shares worth $282K.
- Hikari Power's biggest Q4 2025 reduction was Wells Fargo, cutting an estimated $2.08M.
- Hikari Power fully exited Zoetis in Q4 2025, selling an estimated $200K.
- Hikari Power's ten largest holdings make up 78% of its $1.27B portfolio in Q4 2025.
- Hikari Power opened 1 new position and closed 1 in Q4 2025.
- Hikari Power's portfolio value rose 2.2% quarter-over-quarter to $1.27B.
Based on Hikari Power's 13F filing for Q4 2025, filed 4 Feb 2026.