HTI

Hikari Tsushin Inc Portfolio holdings

AUM $1.54B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$1.16M
3
+$903K
4
GLD icon
SPDR Gold Trust
GLD
+$191K
5
UNH icon
UnitedHealth
UNH
+$124K

Top Sells

1
+$5.02M
2
+$3.6M
3
+$3.41M
4
MO icon
Altria Group
MO
+$1.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.53M

Sector Composition

1 Financials 60%
2 Communication Services 11.74%
3 Healthcare 9.13%
4 Industrials 3.61%
5 Technology 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VHT icon
26
Vanguard Health Care ETF
VHT
$17B
$5.47M 0.36%
19,016
ECL icon
27
Ecolab
ECL
$80.9B
$5.29M 0.34%
20,144
J icon
28
Jacobs Solutions
J
$16B
$5.09M 0.33%
38,455
-4,345
MSFT icon
29
Microsoft
MSFT
$3.05T
$4.97M 0.32%
10,283
SOLV icon
30
Solventum
SOLV
$12.3B
$4.45M 0.29%
56,180
BMY icon
31
Bristol-Myers Squibb
BMY
$124B
$4.38M 0.29%
81,141
ABT icon
32
Abbott
ABT
$193B
$4.12M 0.27%
32,870
PG icon
33
Procter & Gamble
PG
$358B
$3.8M 0.25%
26,512
-2,210
VGIT icon
34
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.1B
$3.29M 0.21%
54,954
VEEV icon
35
Veeva Systems
VEEV
$32.2B
$3.03M 0.2%
13,562
TLT icon
36
iShares 20+ Year Treasury Bond ETF
TLT
$44.4B
$3.02M 0.2%
34,607
BN icon
37
Brookfield
BN
$95.4B
$3.01M 0.2%
65,646
FTV icon
38
Fortive
FTV
$17.9B
$2.73M 0.18%
49,400
-13,826
ADP icon
39
Automatic Data Processing
ADP
$89.7B
$2.68M 0.17%
10,400
JKHY icon
40
Jack Henry & Associates
JKHY
$12.1B
$2.62M 0.17%
14,382
VLTO icon
41
Veralto
VLTO
$23.6B
$2.15M 0.14%
21,546
CI icon
42
Cigna
CI
$74.1B
$1.75M 0.11%
6,358
VNT icon
43
Vontier
VNT
$5.6B
$1.46M 0.1%
39,267
VRSN icon
44
VeriSign
VRSN
$21.9B
$1.43M 0.09%
5,901
TDG icon
45
TransDigm Group
TDG
$73.1B
$1.41M 0.09%
1,060
TRMB icon
46
Trimble
TRMB
$16.5B
$1.39M 0.09%
17,728
AMTM
47
Amentum Holdings
AMTM
$7.46B
$1.32M 0.09%
45,403
PPLT icon
48
abrdn Physical Platinum Shares ETF
PPLT
$3.05B
$1.21M 0.08%
6,496
COST icon
49
Costco
COST
$436B
$1.21M 0.08%
1,400
NVO icon
50
Novo Nordisk
NVO
$174B
$1.2M 0.08%
23,512
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