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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
(+2.2%)
Cap. Flow
-$4.42M
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
77.99%
Holding
64
New
1
Increased
–
Reduced
8
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Brookfield
BN
|
+$280K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wells Fargo
WFC
|
+$2.08M |
| 2 |
BNY
Bank of New York Mellon
BNY
|
+$1.29M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$577K |
| 4 |
Zoetis
ZTS
|
+$200K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class A
BRK.A
$1.11T
| $591M | 46.57% |
783
| – | – |
|
2
Johnson & Johnson
JNJ
$626B
| $70.2M | 5.54% |
339,440
| – | – |
|
3
Linde
LIN
$226B
| $67M | 5.28% |
157,080
| – | – |
|
4
Visa
V
$677B
| $53.9M | 4.25% |
153,680
| – | – |
|
5
Alphabet (Google) Class C
GOOG
$4.19T
| $43.9M | 3.46% |
140,000
| – | – |
|
6
Danaher
DHR
$146B
| $42.4M | 3.34% |
185,170
-200
| -0.1% | -$44K |
|
7
ExxonMobil
XOM
$657B
| $36M | 2.84% |
299,290
| – | – |
|
8
Roper Technologies
ROP
$39.5B
| $33.1M | 2.61% |
74,390
| – | – |
|
9
Moody's
MCO
$82.5B
| $27.1M | 2.14% |
53,040
| – | – |
|
10
Shell
SHEL
$250B
| $25.1M | 1.98% |
341,900
| – | – |
|
11
Phillips 66
PSX
$89.5B
| $24.6M | 1.94% |
190,330
| – | – |
|
12
Intuitive Surgical
ISRG
$142B
| $24.4M | 1.92% |
43,070
| – | – |
|
|
BNY
13
Bank of New York Mellon
BNY
$109B
| $22.5M | 1.78% |
194,130
-11,680
| -6% | -$1.29M |
|
14
Waters Corp
WAT
$40.7B
| $18.1M | 1.43% |
47,630
| – | – |
|
15
Altria Group
MO
$109B
| $13.7M | 1.08% |
238,210
| – | – |
|
16
Nutrien
NTR
$32.1B
| $13.4M | 1.05% |
216,310
| – | – |
|
17
AbbVie
ABBV
$442B
| $12.2M | 0.96% |
53,543
| – | – |
|
18
Vanguard S&P 500 ETF
VOO
$1.03T
| $12M | 0.95% |
19,200
| – | – |
|
|
PMMF
19
iShares Prime Money Market ETF
PMMF
$670M
| $10.3M | 0.81% |
103,120
| – | – |
|
20
Amgen
AMGN
$224B
| $10.1M | 0.8% |
30,990
| – | – |
|
21
Nasdaq
NDAQ
$53.1B
| $9.76M | 0.77% |
100,500
| – | – |
|
|
22
Wells Fargo
WFC
$264B
| $9.33M | 0.73% |
100,070
-23,930
| -19% | -$2.08M |
|
23
BHP
BHP
$229B
| $8.9M | 0.7% |
147,400
| – | – |
|
24
Medtronic
MDT
$116B
| $7.59M | 0.6% |
79,060
| – | – |
|
|
NVO
25
Novo Nordisk
NVO
$207B
| $6.63M | 0.52% |
130,300
| – | – |
|
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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.