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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
Cap. Flow
-$19M
Cap. Flow %
-1.51%
Top 10 Hldgs %
79.25%
Holding
60
New
1
Increased
1
Reduced
7
Closed
–

Top Buys

Rank Stock Value
1
SOLV icon
Solventum
SOLV
+$350K
2
VHT icon
Vanguard Health Care ETF
VHT
+$77.3K

Top Sells

Rank Stock Value
1
WAB icon
Wabtec
WAB
+$9.95M
2
MO icon
Altria Group
MO
+$7.43M
3
MMM icon
3M
MMM
+$1.73M
4
JKHY icon
Jack Henry & Associates
JKHY
+$122K
5
GOOGL icon
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
PRU icon
51
Prudential Financial
PRU
$42.2B
$709K 0.06%
6,350
– –
VEEV icon
52
Veeva Systems
VEEV
$38.4B
$632K 0.05%
2,730
– –
BN icon
53
Brookfield
BN
$110B
$524K 0.04%
15,000
– –
IEX icon
54
IDEX
IEX
$17.5B
$490K 0.04%
2,710
– –
SOLV icon
55
Solventum
SOLV
$14.3B
$357K 0.03%
+4,697
New +$350K
VYM icon
56
Vanguard High Dividend Yield ETF
VYM
$83.8B
$313K 0.02%
2,430
– –
CRVS icon
57
Corvus Pharmaceuticals
CRVS
$1.24B
$159K 0.01%
49,959
– –
OCUL icon
58
Ocular Therapeutix
OCUL
$2.14B
$125K 0.01%
17,000
– –
ALDX icon
59
Aldeyra Therapeutics
ALDX
$91.1M
$115K 0.01%
20,020
– –
1 2
3

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OAM
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EPIMS
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BCM
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PCM
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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.