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Hikari Power Portfolio holdings

AUM $855M
1-Year Est. Return 14.24%
This Fund
S&P 500
This Quarter Est. Return
-3.94%
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
$1.2B
AUM Growth
-$60.2M
Cap. Flow
-$4.4M
Cap. Flow %
-0.37%
Top 10 Hldgs %
78.01%
Holding
63
New
3
Increased
5
Reduced
11
Closed
–

Top Buys

Rank Stock Value
1
PMMF
iShares Prime Money Market ETF
PMMF
+$10.3M
2
A icon
Agilent Technologies
A
+$373K
3
MTD icon
Mettler-Toledo International
MTD
+$263K
4
MCO icon
Moody's
MCO
+$157K
5
IEX icon
IDEX
IEX
+$129K

Top Sells

Rank Stock Value
1
FTV icon
Fortive
FTV
+$4.03M
2
MO icon
Altria Group
MO
+$3.46M
3
ISRG icon
Intuitive Surgical
ISRG
+$3.32M
4
BNY
Bank of New York Mellon
BNY
+$3.31M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$507K

Sector Composition

Rank Sector Weight
1 Financials 58.48%
2 Healthcare 15.23%
3 Materials 7.86%
4 Energy 6.58%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEEV icon
51
Veeva Systems
VEEV
$38.4B
$786K 0.07%
2,730
– –
PRU icon
52
Prudential Financial
PRU
$42.2B
$682K 0.06%
6,350
– –
IEX icon
53
IDEX
IEX
$17.5B
$604K 0.05%
3,440
+730
+27% +$129K
BN icon
54
Brookfield
BN
$110B
$464K 0.04%
11,250
-3,750
-25% -$139K
FTV icon
55
Fortive
FTV
$18.6B
$404K 0.03%
7,750
-76,913
-91% -$4.03M
A icon
56
Agilent Technologies
A
$42.2B
$398K 0.03%
+3,370
New +$373K
SOLV icon
57
Solventum
SOLV
$14.3B
$356K 0.03%
4,697
– –
VYM icon
58
Vanguard High Dividend Yield ETF
VYM
$83.8B
$324K 0.03%
2,430
– –
MTD icon
59
Mettler-Toledo International
MTD
$28.8B
$276K 0.02%
+235
New +$263K
CRVS icon
60
Corvus Pharmaceuticals
CRVS
$1.24B
$200K 0.02%
49,959
– –
OCUL icon
61
Ocular Therapeutix
OCUL
$2.14B
$158K 0.01%
17,000
– –
ALDX icon
62
Aldeyra Therapeutics
ALDX
$91.1M
$77K 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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BOTOTLSJU
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TSS
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Hikari Power's Q2 2025 Portfolio in Review

As of Q2 2025, Hikari Power held 63 positions worth $1.2B, down 4.8% from $1.26B the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 4.8%. Hikari Power opened 3 new positions and made no exits, leaving the 63-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 58% of assets, down from 60% a quarter earlier, followed by Healthcare and Materials.

  • Hikari Power's largest Q2 2025 buy was iShares Prime Money Market ETF: 103,120 shares worth $10.4M.
  • Hikari Power added most to Moody's in Q2 2025, an estimated $157K increase.
  • Hikari Power's biggest Q2 2025 reduction was Fortive, cutting an estimated $4.03M.
  • Hikari Power's ten largest holdings make up 78% of its $1.2B portfolio in Q2 2025.
  • Hikari Power opened 3 new positions and closed 0 in Q2 2025.
  • Hikari Power's portfolio value fell 4.8% quarter-over-quarter to $1.2B.

Based on Hikari Power's 13F filing for Q2 2025, filed 1 Aug 2025.