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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
+1.77%
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
$1.15B
AUM Growth
-$121M
Cap. Flow
-$116M
Cap. Flow %
-10.08%
Top 10 Hldgs %
83.17%
Holding
65
New
2
Increased
1
Reduced
15
Closed
14
Avg Time Held
7.3 years
Top 10 Avg Time Held
5.1 years
Top 20 Avg Time Held
5.9 years

Top Buys

Rank Stock Value
1
VGUS icon
Vanguard Ultra-Short Treasury ETF
VGUS
+$10.3M
2
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$4.52M
3
V icon
Visa
V
+$80.4K

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$17.7M
2
WAT icon
Waters Corp
WAT
+$13.6M
3
ABBV icon
AbbVie
ABBV
+$12.2M
4
PMMF icon
iShares Prime Money Market ETF
PMMF
+$10.3M
5
WFC icon
Wells Fargo
WFC
+$7.99M

Sector Composition

Rank Sector Weight
1 Financials 57.31%
2 Healthcare 13.72%
3 Energy 10.22%
4 Materials 8.73%
5 Communication Services 3.16%
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
$545M 47.49%
759
-24
-3% -$17.7M
2014 Q1
48 quarters
LIN icon
2
Linde
LIN
$228B
$77.9M 6.79%
157,080
– –
2018 Q4
29 quarters
JNJ icon
3
Johnson & Johnson
JNJ
$625B
$75.5M 6.58%
308,760
-30,680
-9% -$7.15M
2014 Q1
48 quarters
XOM icon
4
ExxonMobil
XOM
$719B
$50.8M 4.42%
299,290
– –
2014 Q1
48 quarters
V icon
5
Visa
V
$749B
$46.5M 4.05%
153,930
+250
+0.2% +$80.4K
2014 Q1
48 quarters
DHR icon
6
Danaher
DHR
$161B
$35.1M 3.06%
185,170
– –
2015 Q4
41 quarters
PSX icon
7
Phillips 66
PSX
$117B
$34.7M 3.02%
190,330
– –
2015 Q2
43 quarters
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.22T
$34.1M 2.97%
119,000
-21,000
-15% -$6.6M
2014 Q1
48 quarters
SHEL icon
9
Shell
SHEL
$296B
$31.8M 2.77%
341,900
– –
2022 Q1
16 quarters
MCO icon
10
Moody's
MCO
$83.2B
$23.1M 2.02%
53,040
– –
2023 Q1
12 quarters
BNY icon
11
Bank of New York Mellon
BNY
$96B
$23M 2.01%
194,130
– –
2018 Q3
30 quarters
ROP icon
12
Roper Technologies
ROP
$38.1B
$21.2M 1.85%
60,000
-14,390
-19% -$5.31M
2016 Q2
39 quarters
ISRG icon
13
Intuitive Surgical
ISRG
$150B
$19.9M 1.73%
43,070
– –
2014 Q1
48 quarters
MO icon
14
Altria Group
MO
$124B
$12.9M 1.13%
196,060
-42,150
-18% -$2.71M
2018 Q1
32 quarters
VOO icon
15
Vanguard S&P 500 ETF
VOO
$1.04T
$11.5M 1%
19,200
– –
2017 Q2
35 quarters
NTR icon
16
Nutrien
NTR
$33.3B
$11.3M 0.99%
150,000
-66,310
-31% -$4.73M
2018 Q1
32 quarters
AMGN icon
17
Amgen
AMGN
$238B
$10.9M 0.95%
30,990
– –
2015 Q4
41 quarters
BHP icon
18
BHP
BHP
$210B
$10.7M 0.93%
147,400
– –
2022 Q1
16 quarters
VGUS icon
19
Vanguard Ultra-Short Treasury ETF
VGUS
$1.08B
$10.4M 0.9%
+136,950
New +$10.3M
2026 Q1
0 quarters
NDAQ icon
20
Nasdaq
NDAQ
$52.2B
$8.53M 0.74%
100,500
– –
2019 Q2
27 quarters
MA icon
21
Mastercard
MA
$537B
$5M 0.44%
10,000
– –
2014 Q1
48 quarters
VLTO icon
22
Veralto
VLTO
$24.7B
$4.82M 0.42%
54,556
– –
2023 Q4
9 quarters
NVO icon
23
Novo Nordisk
NVO
$174B
$4.79M 0.42%
130,300
– –
2014 Q1
48 quarters
VUSB icon
24
Vanguard Ultra-Short Bond ETF
VUSB
$9.9B
$4.51M 0.39%
+90,620
New +$4.52M
2026 Q1
0 quarters
WAB icon
25
Wabtec
WAB
$48.3B
$3.8M 0.33%
15,223
-300
-2% -$72.5K
2017 Q1
36 quarters
1
2 3

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DCM
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QIM
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AIMC
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Hikari Power's Q1 2026 Portfolio in Review

As of Q1 2026, Hikari Power held 65 positions worth $1.15B, down 9.6% from $1.27B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Hikari Power withdrew a net $116M in Q1 2026, closing 14 positions and reducing 15 holdings. Its most notable exit was AbbVie, an estimated $12.2M position sold in full.

By sector, the portfolio is most concentrated in Financials at 57% of assets, up from 57% a quarter earlier, followed by Healthcare and Energy.

Against the trend, Hikari Power opened a new position in Vanguard Ultra-Short Treasury ETF worth $10.4M.

  • Hikari Power's largest Q1 2026 buy was Vanguard Ultra-Short Treasury ETF: 136,950 shares worth $10.4M.
  • Hikari Power added most to Visa in Q1 2026, an estimated $80.4K increase.
  • Hikari Power's biggest Q1 2026 reduction was Berkshire Hathaway Class A, cutting an estimated $17.7M.
  • Hikari Power fully exited AbbVie in Q1 2026, selling an estimated $12.2M.
  • Hikari Power's ten largest holdings make up 83% of its $1.15B portfolio in Q1 2026.
  • Hikari Power opened 2 new positions and closed 14 in Q1 2026.
  • Hikari Power's portfolio value fell 9.6% quarter-over-quarter to $1.15B.

Based on Hikari Power's 13F filing for Q1 2026, filed 30 Apr 2026.