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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
+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
(+9%)
Cap. Flow
-$19M
Cap. Flow
% of AUM
-1.51%
Top 10 Holdings %
Top 10 Hldgs %
79.25%
Holding
60
New
1
Increased
1
Reduced
7
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Solventum
SOLV
|
+$350K |
| 2 |
Vanguard Health Care ETF
VHT
|
+$77.3K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wabtec
WAB
|
+$9.95M |
| 2 |
Altria Group
MO
|
+$7.43M |
| 3 |
3M
MMM
|
+$1.73M |
| 4 |
Jack Henry & Associates
JKHY
|
+$122K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class A
BRK.A
$1.11T
| $625M | 49.55% |
783
| – | – |
|
2
Linde
LIN
$226B
| $73.1M | 5.8% |
157,080
| – | – |
|
3
Johnson & Johnson
JNJ
$626B
| $56.3M | 4.46% |
339,440
| – | – |
|
4
Visa
V
$677B
| $53.9M | 4.27% |
153,680
| – | – |
|
5
Roper Technologies
ROP
$39.5B
| $43.9M | 3.48% |
74,390
| – | – |
|
6
Danaher
DHR
$146B
| $38M | 3.01% |
185,170
| – | – |
|
7
ExxonMobil
XOM
$657B
| $35.6M | 2.82% |
299,290
| – | – |
|
8
Shell
SHEL
$250B
| $25.1M | 1.99% |
341,900
| – | – |
|
9
Moody's
MCO
$82.5B
| $24.5M | 1.95% |
52,700
| – | – |
|
10
Intuitive Surgical
ISRG
$142B
| $24.5M | 1.94% |
49,410
| – | – |
|
11
Phillips 66
PSX
$89.5B
| $23.5M | 1.86% |
190,330
| – | – |
|
|
12
Alphabet (Google) Class C
GOOG
$4.19T
| $21.9M | 1.73% |
140,000
| – | – |
|
|
BNY
13
Bank of New York Mellon
BNY
$109B
| $20.5M | 1.63% |
244,800
| – | – |
|
|
14
Altria Group
MO
$109B
| $17.8M | 1.41% |
297,110
-136,100
| -31% | -$7.43M |
|
15
Waters Corp
WAT
$40.7B
| $17.6M | 1.39% |
47,630
| – | – |
|
16
AbbVie
ABBV
$442B
| $11.2M | 0.89% |
53,543
| – | – |
|
17
Nutrien
NTR
$32.1B
| $10.9M | 0.86% |
219,710
| – | – |
|
18
Vanguard S&P 500 ETF
VOO
$1.03T
| $9.87M | 0.78% |
19,200
| – | – |
|
19
Amgen
AMGN
$224B
| $9.65M | 0.77% |
30,990
| – | – |
|
20
Wells Fargo
WFC
$264B
| $9.37M | 0.74% |
130,460
| – | – |
|
|
NVO
21
Novo Nordisk
NVO
$207B
| $9.05M | 0.72% |
130,300
| – | – |
|
22
Cigna
CI
$72.4B
| $7.63M | 0.6% |
23,199
-270
| -1% | -$81.3K |
|
23
Nasdaq
NDAQ
$53.1B
| $7.62M | 0.6% |
100,500
| – | – |
|
24
BHP
BHP
$229B
| $7.16M | 0.57% |
147,400
| – | – |
|
25
Medtronic
MDT
$116B
| $7.1M | 0.56% |
79,060
| – | – |
|
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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.