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HP
Hikari Power Portfolio holdings
AUM
$1.15B
1-Year Est. Return
5.31%
This Fund
S&P 500
This Quarter
Est. Return
+4.3%
1 Year Est. Return
+5.31%
3 Year Est. Return
+56.51%
5 Year Est. Return
+82.29%
10 Year Est. Return
+211.09%
AUM
$1.24B
AUM Growth
+$40.7M
(+3.4%)
Cap. Flow
-$833K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
78.36%
Holding
64
New
1
Increased
2
Reduced
3
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zoetis
ZTS
|
+$207K |
| 2 |
IDEX
IEX
|
+$157K |
| 3 |
Vanguard Health Care ETF
VHT
|
+$75.3K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
3M
MMM
|
+$594K |
| 2 |
Brookfield
BN
|
+$464K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$126K |
| 4 |
Cigna
CI
|
+$88.8K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 58.21% |
| 2 | Healthcare | 15.22% |
| 3 | Materials | 7.77% |
| 4 | Energy | 6.77% |
| 5 | Technology | 3.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class A
BRK.A
$1.05T
| $591M | 47.54% |
783
| – | – |
|
2
Linde
LIN
$235B
| $74.6M | 6.01% |
157,080
| – | – |
|
3
Johnson & Johnson
JNJ
$615B
| $62.9M | 5.07% |
339,440
| – | – |
|
4
Visa
V
$672B
| $52.5M | 4.22% |
153,680
| – | – |
|
5
Roper Technologies
ROP
$34B
| $37.1M | 2.99% |
74,390
| – | – |
|
6
Danaher
DHR
$127B
| $36.8M | 2.96% |
185,370
| – | – |
|
|
7
Alphabet (Google) Class C
GOOG
$4.17T
| $34.1M | 2.74% |
140,000
| – | – |
|
8
ExxonMobil
XOM
$640B
| $33.7M | 2.72% |
299,290
| – | – |
|
9
Phillips 66
PSX
$84.8B
| $25.9M | 2.08% |
190,330
| – | – |
|
10
Moody's
MCO
$85.5B
| $25.3M | 2.03% |
53,040
| – | – |
|
11
Shell
SHEL
$243B
| $24.5M | 1.97% |
341,900
| – | – |
|
|
BNY
12
Bank of New York Mellon
BNY
$110B
| $22.4M | 1.81% |
205,810
| – | – |
|
13
Intuitive Surgical
ISRG
$121B
| $19.3M | 1.55% |
43,070
| – | – |
|
14
Altria Group
MO
$121B
| $15.7M | 1.27% |
238,210
| – | – |
|
15
Waters Corp
WAT
$36.4B
| $14.3M | 1.15% |
47,630
| – | – |
|
16
Nutrien
NTR
$32.9B
| $12.7M | 1.02% |
216,310
| – | – |
|
17
AbbVie
ABBV
$448B
| $12.4M | 1% |
53,543
| – | – |
|
18
Vanguard S&P 500 ETF
VOO
$979B
| $11.8M | 0.95% |
19,200
| – | – |
|
19
Wells Fargo
WFC
$262B
| $10.4M | 0.84% |
124,000
| – | – |
|
|
PMMF
20
iShares Prime Money Market ETF
PMMF
$652M
| $10.4M | 0.83% |
103,120
| – | – |
|
21
Nasdaq
NDAQ
$51.4B
| $8.89M | 0.72% |
100,500
| – | – |
|
22
Amgen
AMGN
$198B
| $8.74M | 0.7% |
30,990
| – | – |
|
23
BHP
BHP
$215B
| $8.22M | 0.66% |
147,400
| – | – |
|
24
Medtronic
MDT
$105B
| $7.53M | 0.61% |
79,060
| – | – |
|
|
NVO
25
Novo Nordisk
NVO
$213B
| $7.23M | 0.58% |
130,300
| – | – |
|
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Hikari Power's Q3 2025 Portfolio in Review
As of Q3 2025, Hikari Power held 64 positions worth $1.24B, up 3.4% from $1.2B the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Trading was light in Q3 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 58% of assets, down from 58% a quarter earlier, followed by Healthcare and Materials.
- Hikari Power's largest Q3 2025 buy was Zoetis: 1,370 shares worth $200K.
- Hikari Power added most to IDEX in Q3 2025, an estimated $157K increase.
- Hikari Power's biggest Q3 2025 reduction was 3M, cutting an estimated $594K.
- Hikari Power fully exited Brookfield in Q3 2025, selling an estimated $464K.
- Hikari Power's ten largest holdings make up 78% of its $1.24B portfolio in Q3 2025.
- Hikari Power opened 1 new position and closed 1 in Q3 2025.
- Hikari Power's portfolio value rose 3.4% quarter-over-quarter to $1.24B.
Based on Hikari Power's 13F filing for Q3 2025, filed 22 Oct 2025.