We are live on ! Find out more
Hikari Tsushin Inc

Hikari Tsushin Inc Portfolio holdings

AUM $1.51B Turnover 2.56%
1-Year Est. Return 13.71%
This Fund
S&P 500
This Quarter Est. Return
+6.12%
1 Year Est. Return
+13.71%
3 Year Est. Return
+59.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.51B
AUM Growth
+$55.8M
Cap. Flow
-$20.1M
Cap. Flow %
-1.33%
Top 10 Hldgs %
84.28%
Holding
78
New
–
Increased
5
Reduced
12
Closed
2
Avg Time Held
5.6 years
Top 10 Avg Time Held
5.5 years
Top 20 Avg Time Held
6.1 years

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$4.28M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.04M
3
GLD icon
SPDR Gold Trust
GLD
+$746K
4
BDX icon
Becton Dickinson
BDX
+$6.28K
5
CRM icon
Salesforce
CRM
+$1.23K

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.8M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.87M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 60.77%
2 Communication Services 12.55%
3 Miscellaneous 9.22%
4 Healthcare 8.32%
5 Industrials 3.52%
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
$1.14T
$844M 56.03%
1,127
– –
2013 Q2
52 quarters
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.21T
$189M 12.55%
528,907
-25,325
-5% -$9.12M
2015 Q3
43 quarters
BKLN icon
3
Invesco Senior Loan ETF
BKLN
$6.16B
$50.6M 3.36%
2,483,848
– –
2023 Q4
10 quarters
V icon
4
Visa
V
$756B
$35.2M 2.34%
102,555
– –
2013 Q3
51 quarters
JNJ icon
5
Johnson & Johnson
JNJ
$612B
$27.7M 1.84%
109,067
-8,028
-7% -$1.87M
2013 Q2
52 quarters
HYG icon
6
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$27.4M 1.82%
343,165
– –
2023 Q4
10 quarters
ABBV icon
7
AbbVie
ABBV
$500B
$25.5M 1.69%
101,443
-3,520
-3% -$757K
2020 Q4
22 quarters
FTSL icon
8
First Trust Senior Loan Fund ETF
FTSL
$2.48B
$25.5M 1.69%
570,196
– –
2023 Q4
10 quarters
VOO icon
9
Vanguard S&P 500 ETF
VOO
$1.04T
$25.2M 1.67%
36,709
-8,706
-19% -$5.8M
2018 Q3
31 quarters
PSX icon
10
Phillips 66
PSX
$116B
$19.4M 1.29%
114,729
-2,119
-2% -$365K
2020 Q1
25 quarters
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.14T
$18M 1.2%
36,013
+4,233
+13% +$2.04M
2022 Q1
17 quarters
ZTS icon
12
Zoetis
ZTS
$32.9B
$16.8M 1.11%
233,617
+45,492
+24% +$4.28M
2025 Q2
4 quarters
MMM icon
13
3M
MMM
$83.6B
$15.1M 1%
93,406
-8,612
-8% -$1.31M
2013 Q2
52 quarters
LMT icon
14
Lockheed Martin
LMT
$127B
$14.8M 0.98%
29,045
– –
2021 Q4
18 quarters
MCO icon
15
Moody's
MCO
$83.3B
$14.4M 0.95%
31,689
– –
2018 Q4
30 quarters
LIN icon
16
Linde
LIN
$232B
$13.2M 0.88%
25,500
– –
2018 Q4
30 quarters
DHR icon
17
Danaher
DHR
$158B
$12.3M 0.82%
64,712
– –
2016 Q2
40 quarters
MDT icon
18
Medtronic
MDT
$119B
$11.3M 0.75%
144,952
– –
2013 Q2
52 quarters
BHP icon
19
BHP
BHP
$212B
$9.9M 0.66%
119,021
– –
2022 Q1
17 quarters
AME icon
20
Ametek
AME
$56.7B
$7.39M 0.49%
30,529
– –
2022 Q2
16 quarters
XOM icon
21
ExxonMobil
XOM
$733B
$7.11M 0.47%
51,986
– –
2020 Q2
24 quarters
RSG icon
22
Republic Services
RSG
$70.1B
$6.86M 0.46%
32,200
– –
2013 Q2
52 quarters
WAT icon
23
Waters Corp
WAT
$42.7B
$6.09M 0.4%
16,246
– –
2017 Q2
36 quarters
ISRG icon
24
Intuitive Surgical
ISRG
$153B
$6.04M 0.4%
15,185
– –
2013 Q3
51 quarters
ECL icon
25
Ecolab
ECL
$80.2B
$5.61M 0.37%
20,144
– –
2013 Q2
52 quarters
1
2 3 4

Similar funds

Tensor Edge Capital
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Perennial Investment Advisors
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank Hapoalim BM
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
Rush Island Management
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Emerald Investment Advisers
Emerald Investment Advisers Leola, Pennsylvania $1.5B AUM
NBT Bank
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
Hodges Capital Management
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Hikari Tsushin Inc's Q2 2026 Portfolio in Review

As of Q2 2026, Hikari Tsushin Inc held 78 positions worth $1.51B, up 3.8% from $1.45B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 2.6%. Hikari Tsushin Inc opened no new positions and exited 2, leaving the 78-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 61% of assets, up from 60% a quarter earlier, followed by Communication Services and Miscellaneous.

  • Hikari Tsushin Inc added most to Zoetis in Q2 2026, an estimated $4.28M increase.
  • Hikari Tsushin Inc's biggest Q2 2026 reduction was Alphabet (Google) Class A, cutting an estimated $9.12M.
  • Hikari Tsushin Inc fully exited iShares 20+ Year Treasury Bond ETF in Q2 2026, selling an estimated $3M.
  • Hikari Tsushin Inc's ten largest holdings make up 84% of its $1.51B portfolio in Q2 2026.
  • Hikari Tsushin Inc opened 0 new positions and closed 2 in Q2 2026.
  • Hikari Tsushin Inc's portfolio value rose 3.8% quarter-over-quarter to $1.51B.

Based on Hikari Tsushin Inc's 13F filing for Q2 2026, filed 12 Aug 2026.