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HTI

Hikari Tsushin Inc Portfolio holdings

AUM $1.45B
1-Year Est. Return 3.37%
This Fund
S&P 500
This Quarter Est. Return
-3.54%
1 Year Est. Return
+3.37%
3 Year Est. Return
+64.01%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.45B
AUM Growth
-$84.6M
Cap. Flow
-$20.1M
Cap. Flow %
-1.39%
Top 10 Hldgs %
83.01%
Holding
80
New
–
Increased
3
Reduced
12
Closed
2

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$2.95M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M
3
CRM icon
Salesforce
CRM
+$136K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.72M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.82M
3
JNJ icon
Johnson & Johnson
JNJ
+$2.82M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.89M
5
MMM icon
3M
MMM
+$1.84M

Sector Composition

Rank Sector Weight
1 Financials 60.19%
2 Communication Services 10.99%
3 Healthcare 9.02%
4 Industrials 3.81%
5 Energy 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.06T
$809M 55.8%
1,127
– –
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.3T
$159M 10.99%
554,232
-21,690
-4% -$6.82M
BKLN icon
3
Invesco Senior Loan ETF
BKLN
$7.1B
$50.7M 3.49%
2,483,848
– –
V icon
4
Visa
V
$686B
$31M 2.14%
102,555
– –
JNJ icon
5
Johnson & Johnson
JNJ
$599B
$28.6M 1.97%
117,095
-12,109
-9% -$2.82M
HYG icon
6
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
$27.3M 1.88%
343,165
– –
VOO icon
7
Vanguard S&P 500 ETF
VOO
$973B
$27.1M 1.87%
45,415
-12,340
-21% -$7.72M
FTSL icon
8
First Trust Senior Loan Fund ETF
FTSL
$2.32B
$25.5M 1.76%
570,196
– –
ABBV icon
9
AbbVie
ABBV
$448B
$22.8M 1.57%
104,963
– –
ZTS icon
10
Zoetis
ZTS
$31.9B
$22.2M 1.53%
188,125
+23,887
+15% +$2.95M
PSX icon
11
Phillips 66
PSX
$83.7B
$21.3M 1.47%
116,848
-1,354
-1% -$212K
LMT icon
12
Lockheed Martin
LMT
$117B
$17.6M 1.21%
29,045
– –
BRK.B icon
13
Berkshire Hathaway Class B
BRK.B
$1.06T
$15.2M 1.05%
31,780
+3,902
+14% +$1.92M
MMM icon
14
3M
MMM
$83B
$14.8M 1.02%
102,018
-11,549
-10% -$1.84M
MCO icon
15
Moody's
MCO
$88.3B
$13.8M 0.95%
31,689
– –
LIN icon
16
Linde
LIN
$237B
$12.6M 0.87%
25,500
– –
MDT icon
17
Medtronic
MDT
$107B
$12.6M 0.87%
144,952
– –
DHR icon
18
Danaher
DHR
$142B
$12.3M 0.85%
64,712
– –
XOM icon
19
ExxonMobil
XOM
$615B
$8.82M 0.61%
51,986
– –
BHP icon
20
BHP
BHP
$204B
$8.66M 0.6%
119,021
– –
RSG icon
21
Republic Services
RSG
$67.8B
$7.05M 0.49%
32,200
– –
ISRG icon
22
Intuitive Surgical
ISRG
$125B
$7M 0.48%
15,185
-1,170
-7% -$592K
AME icon
23
Ametek
AME
$53.9B
$6.54M 0.45%
30,529
– –
ROP icon
24
Roper Technologies
ROP
$36.6B
$5.52M 0.38%
15,600
– –
ECL icon
25
Ecolab
ECL
$75.6B
$5.36M 0.37%
20,144
– –
1
2 3 4

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Hikari Tsushin Inc's Q1 2026 Portfolio in Review

As of Q1 2026, Hikari Tsushin Inc held 80 positions worth $1.45B, down 5.5% from $1.54B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 2.5%. Hikari Tsushin Inc opened no new positions and exited 2, leaving the 80-position portfolio largely intact.

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

  • Hikari Tsushin Inc added most to Zoetis in Q1 2026, an estimated $2.95M increase.
  • Hikari Tsushin Inc's biggest Q1 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $7.72M.
  • Hikari Tsushin Inc fully exited Fonar in Q1 2026, selling an estimated $263K.
  • Hikari Tsushin Inc's ten largest holdings make up 83% of its $1.45B portfolio in Q1 2026.
  • Hikari Tsushin Inc opened 0 new positions and closed 2 in Q1 2026.
  • Hikari Tsushin Inc's portfolio value fell 5.5% quarter-over-quarter to $1.45B.

Based on Hikari Tsushin Inc's 13F filing for Q1 2026, filed 13 May 2026.