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HP

Hikari Power Portfolio holdings

AUM $855M Turnover 22.64%
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
Avg Time Held
7.1 years
Top 10 Avg Time Held
5.6 years
Top 20 Avg Time Held
6.1 years

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 icon
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 Held Since
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.13T
$591M 46.57%
783
– –
2014 Q1
47 quarters
JNJ icon
2
Johnson & Johnson
JNJ
$620B
$70.2M 5.54%
339,440
– –
2014 Q1
47 quarters
LIN icon
3
Linde
LIN
$228B
$67M 5.28%
157,080
– –
2018 Q4
28 quarters
V icon
4
Visa
V
$751B
$53.9M 4.25%
153,680
– –
2014 Q1
47 quarters
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.2T
$43.9M 3.46%
140,000
– –
2014 Q1
47 quarters
DHR icon
6
Danaher
DHR
$163B
$42.4M 3.34%
185,170
-200
-0.1% -$44K
2015 Q4
40 quarters
XOM icon
7
ExxonMobil
XOM
$720B
$36M 2.84%
299,290
– –
2014 Q1
47 quarters
ROP icon
8
Roper Technologies
ROP
$38.1B
$33.1M 2.61%
74,390
– –
2016 Q2
38 quarters
MCO icon
9
Moody's
MCO
$83.2B
$27.1M 2.14%
53,040
– –
2023 Q1
11 quarters
SHEL icon
10
Shell
SHEL
$296B
$25.1M 1.98%
341,900
– –
2022 Q1
15 quarters
PSX icon
11
Phillips 66
PSX
$117B
$24.6M 1.94%
190,330
– –
2015 Q2
42 quarters
ISRG icon
12
Intuitive Surgical
ISRG
$150B
$24.4M 1.92%
43,070
– –
2014 Q1
47 quarters
BNY icon
13
Bank of New York Mellon
BNY
$96.3B
$22.5M 1.78%
194,130
-11,680
-6% -$1.29M
2018 Q3
29 quarters
WAT icon
14
Waters Corp
WAT
$43.5B
$18.1M 1.43%
47,630
– –
2017 Q2
34 quarters
MO icon
15
Altria Group
MO
$124B
$13.7M 1.08%
238,210
– –
2018 Q1
31 quarters
NTR icon
16
Nutrien
NTR
$33.3B
$13.4M 1.05%
216,310
– –
2018 Q1
31 quarters
ABBV icon
17
AbbVie
ABBV
$510B
$12.2M 0.96%
53,543
– –
2020 Q2
22 quarters
VOO icon
18
Vanguard S&P 500 ETF
VOO
$1.04T
$12M 0.95%
19,200
– –
2017 Q2
34 quarters
PMMF icon
19
iShares Prime Money Market ETF
PMMF
$749M
$10.3M 0.81%
103,120
– –
2025 Q2
2 quarters
AMGN icon
20
Amgen
AMGN
$238B
$10.1M 0.8%
30,990
– –
2015 Q4
40 quarters
NDAQ icon
21
Nasdaq
NDAQ
$52.1B
$9.76M 0.77%
100,500
– –
2019 Q2
26 quarters
WFC icon
22
Wells Fargo
WFC
$246B
$9.33M 0.73%
100,070
-23,930
-19% -$2.08M
2014 Q1
47 quarters
BHP icon
23
BHP
BHP
$209B
$8.9M 0.7%
147,400
– –
2022 Q1
15 quarters
MDT icon
24
Medtronic
MDT
$122B
$7.59M 0.6%
79,060
– –
2014 Q1
47 quarters
NVO icon
25
Novo Nordisk
NVO
$175B
$6.63M 0.52%
130,300
– –
2014 Q1
47 quarters
1
2 3

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EWA
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DCM
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BC
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QIM
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AIMC
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F
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AAM
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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.