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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
+5.05%
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
$821K
AUM Growth
–
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
194,507.89%
Top 10 Holdings %
Top 10 Hldgs %
77.14%
Holding
46
New
46
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$1.09B |
| 2 |
Wells Fargo
WFC
|
+$98.9M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$53M |
| 4 |
Coca-Cola
KO
|
+$39.2M |
| 5 |
IBM
IBM
|
+$34.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 39.61% |
| 2 | Financials | 28.12% |
| 3 | Technology | 8.73% |
| 4 | Communication Services | 6.32% |
| 5 | Consumer Staples | 5.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Johnson & Johnson
JNJ
$626B
| $203K | 24.76% |
+203,200
| New | +$18.8M |
|
|
2
Berkshire Hathaway Class A
BRK.A
$1.11T
| $111K | 13.54% |
+6,191
| New | +$1.09B |
|
|
3
Wells Fargo
WFC
$264B
| $106K | 12.87% |
+2,124,000
| New | +$98.9M |
|
|
4
Alphabet (Google) Class C
GOOG
$4.19T
| $50.5K | 6.15% |
+1,819,595
| New | +$53M |
|
|
5
Coca-Cola
KO
$372B
| $39.2K | 4.78% |
+1,014,500
| New | +$39.2M |
|
|
6
IBM
IBM
$225B
| $35.7K | 4.35% |
+193,824
| New | +$34.1M |
|
7
DaVita
DVA
$11.4B
| $28K | 3.41% |
+407,800
| New | +$27.1M |
|
|
NVO
8
Novo Nordisk
NVO
$207B
| $23.9K | 2.91% |
+1,047,400
| New | +$22.3M |
|
9
NOV
NOV
$7.49B
| $18.8K | 2.29% |
+267,934
| New | +$18.4M |
|
10
Qualcomm
QCOM
$171B
| $17.1K | 2.08% |
+216,800
| New | +$16.3M |
|
11
Becton Dickinson
BDX
$49.4B
| $17.1K | 2.08% |
+149,548
| New | +$16.4M |
|
12
Sanofi
SNY
$104B
| $16.8K | 2.05% |
+321,100
| New | +$16.3M |
|
13
Deere & Co
DE
$167B
| $16.8K | 2.04% |
+184,500
| New | +$16.1M |
|
14
Medtronic
MDT
$116B
| $15.4K | 1.88% |
+251,000
| New | +$14.6M |
|
15
ExxonMobil
XOM
$657B
| $14.7K | 1.79% |
+150,100
| New | +$14.3M |
|
|
VAR
16
DELISTED
Varian Medical Systems, Inc.
VAR
| $11.9K | 1.45% |
+162,048
| New | +$11.7M |
|
17
GE Aerospace
GE
$382B
| $9.44K | 1.15% |
+76,057
| New | +$9.4M |
|
18
Intuitive Surgical
ISRG
$142B
| $9.3K | 1.13% |
+191,070
| New | +$9M |
|
19
RTX Corp
RTX
$302B
| $7.58K | 0.92% |
+103,126
| New | +$7.41M |
|
20
Visa
V
$677B
| $7.32K | 0.89% |
+135,600
| New | +$7.54M |
|
21
Cisco
CSCO
$475B
| $6.7K | 0.82% |
+298,800
| New | +$6.6M |
|
22
Walmart Inc
WMT
$901B
| $6.63K | 0.81% |
+260,100
| New | +$6.53M |
|
23
Microsoft
MSFT
$3.74T
| $5.8K | 0.71% |
+141,500
| New | +$5.31M |
|
24
JPMorgan Chase
JPM
$962B
| $5.28K | 0.64% |
+87,000
| New | +$5.03M |
|
25
AbbVie
ABBV
$442B
| $5.16K | 0.63% |
+100,300
| New | +$5.07M |
|
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Hikari Power's Q1 2014 Portfolio in Review
Q1 2014 is the first quarter with a 13F filing on record for Hikari Power, which disclosed 46 positions worth $821K. Its ten largest holdings account for 77% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 6,191 shares worth $111K.
By sector, the portfolio is most concentrated in Healthcare at 40% of assets, followed by Financials and Technology.
- Hikari Power's largest Q1 2014 buy was Berkshire Hathaway Class A: 6,191 shares worth $111K.
- Hikari Power's ten largest holdings make up 77% of its $821K portfolio in Q1 2014.
- Hikari Power disclosed 46 positions in Q1 2014, its first 13F filing on record.
Based on Hikari Power's 13F filing for Q1 2014, filed 7 May 2014.