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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
Cap. Flow
-$4.42M
Cap. Flow %
-0.35%
Top 10 Hldgs %
77.99%
Holding
64
New
1
Increased
–
Reduced
8
Closed
1

Top Buys

Rank Stock Value
1
BN icon
Brookfield
BN
+$280K

Top Sells

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$2.08M
2
BNY
Bank of New York Mellon
BNY
+$1.29M
3
BMY icon
Bristol-Myers Squibb
BMY
+$577K
4
ZTS icon
Zoetis
ZTS
+$200K
5
HON icon
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
VEEV icon
51
Veeva Systems
VEEV
$38.4B
$509K 0.04%
2,280
-450
-16% -$119K
A icon
52
Agilent Technologies
A
$42.2B
$459K 0.04%
3,370
– –
FTV icon
53
Fortive
FTV
$18.6B
$428K 0.03%
7,750
– –
CRVS icon
54
Corvus Pharmaceuticals
CRVS
$1.24B
$385K 0.03%
49,959
– –
MMM icon
55
3M
MMM
$94.4B
$376K 0.03%
2,350
-840
-26% -$137K
SOLV icon
56
Solventum
SOLV
$14.3B
$372K 0.03%
4,697
– –
VYM icon
57
Vanguard High Dividend Yield ETF
VYM
$83.8B
$349K 0.03%
2,430
– –
MTD icon
58
Mettler-Toledo International
MTD
$28.8B
$328K 0.03%
235
– –
AVXL icon
59
Anavex Life Sciences
AVXL
$325M
$305K 0.02%
85,585
– –
BN icon
60
Brookfield
BN
$110B
$282K 0.02%
+6,150
New +$280K
OCUL icon
61
Ocular Therapeutix
OCUL
$2.14B
$206K 0.02%
17,000
– –
ALDX icon
62
Aldeyra Therapeutics
ALDX
$91.1M
$104K 0.01%
20,020
– –
ZTS icon
63
Zoetis
ZTS
$31.1B
– –
-1,370
Closed -$200K
1 2
3

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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.