HTI

Hikari Tsushin Inc Portfolio holdings

AUM $1.49B
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$1.61M
3
+$341K
4
URA icon
Global X Uranium ETF
URA
+$236K
5
TNET icon
TriNet
TNET
+$127K

Top Sells

1
+$8.56M
2
+$4.76M
3
+$4.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$933K
5
CI icon
Cigna
CI
+$736K

Sector Composition

1 Financials 61.67%
2 Communication Services 9.61%
3 Healthcare 7.98%
4 Industrials 4.1%
5 Technology 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.09T
$850M 57.15%
1,127
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.82T
$143M 9.61%
587,848
-3,839
BKLN icon
3
Invesco Senior Loan ETF
BKLN
$6.38B
$52M 3.5%
2,483,848
VOO icon
4
Vanguard S&P 500 ETF
VOO
$803B
$40.3M 2.71%
65,840
-7,781
V icon
5
Visa
V
$631B
$35M 2.35%
102,555
+1,000
HYG icon
6
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$27.9M 1.87%
343,165
FTSL icon
7
First Trust Senior Loan Fund ETF
FTSL
$2.35B
$26.1M 1.76%
570,196
JNJ icon
8
Johnson & Johnson
JNJ
$488B
$25.4M 1.71%
136,918
ABBV icon
9
AbbVie
ABBV
$404B
$24.3M 1.63%
104,963
MMM icon
10
3M
MMM
$89.9B
$21M 1.41%
135,587
-26,505
PSX icon
11
Phillips 66
PSX
$56.2B
$17M 1.14%
125,019
LMT icon
12
Lockheed Martin
LMT
$104B
$15.2M 1.02%
30,438
MCO icon
13
Moody's
MCO
$87.3B
$15.1M 1.02%
31,689
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.09T
$14M 0.94%
27,878
+3,205
MDT icon
15
Medtronic
MDT
$131B
$13.8M 0.93%
144,952
DHR icon
16
Danaher
DHR
$160B
$12.8M 0.86%
64,712
LIN icon
17
Linde
LIN
$188B
$12.1M 0.81%
25,500
ROP icon
18
Roper Technologies
ROP
$47.8B
$7.78M 0.52%
15,600
ISRG icon
19
Intuitive Surgical
ISRG
$202B
$7.56M 0.51%
16,913
-634
RSG icon
20
Republic Services
RSG
$66.6B
$7.39M 0.5%
32,200
WAT icon
21
Waters Corp
WAT
$23.6B
$6.89M 0.46%
22,997
BHP icon
22
BHP
BHP
$150B
$6.64M 0.45%
119,021
J icon
23
Jacobs Solutions
J
$16.7B
$6.41M 0.43%
42,800
ZTS icon
24
Zoetis
ZTS
$53.1B
$6.07M 0.41%
41,494
+33,950
AME icon
25
Ametek
AME
$45.9B
$6.06M 0.41%
32,239
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