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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

Top Buys

Rank Stock Value
1
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$10.3M
2
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$4.52M
3
V icon
Visa
V
+$80.4K

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$17.7M
2
WAT icon
Waters Corp
WAT
+$13.6M
3
ABBV icon
AbbVie
ABBV
+$12.2M
4
PMMF
iShares Prime Money Market ETF
PMMF
+$10.3M
5
WFC icon
Wells Fargo
WFC
+$7.99M

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
ALDX icon
51
Aldeyra Therapeutics
ALDX
$106M
$34K ﹤0.01%
20,020
– –
ABBV icon
52
AbbVie
ABBV
$452B
– –
-53,543
Closed -$12.2M
BMY icon
53
Bristol-Myers Squibb
BMY
$124B
– –
-17,820
Closed -$961K
CI icon
54
Cigna
CI
$76.8B
– –
-22,899
Closed -$6.3M
HON icon
55
Honeywell
HON
$72.8B
– –
-15,800
Closed -$3.08M
JKHY icon
56
Jack Henry & Associates
JKHY
$10.6B
– –
-18,370
Closed -$3.35M
MDT icon
57
Medtronic
MDT
$105B
– –
-79,060
Closed -$7.59M
MET icon
58
MetLife
MET
$60.1B
– –
-10,580
Closed -$835K
MRK icon
59
Merck
MRK
$312B
– –
-22,710
Closed -$2.39M
PRU icon
60
Prudential Financial
PRU
$41.2B
– –
-6,350
Closed -$717K
VNT icon
61
Vontier
VNT
$4.26B
– –
-56,786
Closed -$2.11M
VWO icon
62
Vanguard FTSE Emerging Markets ETF
VWO
$121B
– –
-58,810
Closed -$3.16M
VYM icon
63
Vanguard High Dividend Yield ETF
VYM
$80.2B
– –
-2,430
Closed -$349K
PMMF
64
iShares Prime Money Market ETF
PMMF
$652M
– –
-103,120
Closed -$10.3M
1 2
3

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SWASL
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BBP
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HFM
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DAL
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WFAG
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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.