HTI

Hikari Tsushin Inc Portfolio holdings

AUM $1.42B
1-Year Est. Return 16.59%
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$137K
3
+$117K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$71.4K
5
VHT icon
Vanguard Health Care ETF
VHT
+$38.7K

Top Sells

1
+$6.05M
2
+$3.06M
3
+$3.01M
4
AAPL icon
Apple
AAPL
+$2.46M
5
MO icon
Altria Group
MO
+$1.39M

Sector Composition

1 Financials 64.74%
2 Healthcare 7.43%
3 Communication Services 6.15%
4 Industrials 4.38%
5 Technology 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
J icon
26
Jacobs Solutions
J
$19.4B
$5.17M 0.35%
43,228
ECL icon
27
Ecolab
ECL
$79.5B
$5.04M 0.34%
19,873
VHT icon
28
Vanguard Health Care ETF
VHT
$16.1B
$5.03M 0.34%
19,016
+146
BMY icon
29
Bristol-Myers Squibb
BMY
$88.7B
$4.95M 0.33%
81,141
PG icon
30
Procter & Gamble
PG
$356B
$4.89M 0.33%
28,722
FTV icon
31
Fortive
FTV
$16.7B
$4.63M 0.31%
63,226
ABT icon
32
Abbott
ABT
$225B
$4.36M 0.29%
32,870
SOLV icon
33
Solventum
SOLV
$12.6B
$4.27M 0.29%
56,180
MSFT icon
34
Microsoft
MSFT
$3.84T
$3.86M 0.26%
10,283
VGIT icon
35
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$3.26M 0.22%
54,954
ADP icon
36
Automatic Data Processing
ADP
$115B
$3.18M 0.21%
10,400
TLT icon
37
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
$3.15M 0.21%
34,607
VEEV icon
38
Veeva Systems
VEEV
$46.9B
$3.14M 0.21%
13,562
CI icon
39
Cigna
CI
$81.9B
$2.93M 0.2%
8,911
JKHY icon
40
Jack Henry & Associates
JKHY
$11.3B
$2.63M 0.18%
14,382
BN icon
41
Brookfield
BN
$101B
$2.29M 0.15%
43,764
VLTO icon
42
Veralto
VLTO
$25.8B
$2.1M 0.14%
21,546
NVO icon
43
Novo Nordisk
NVO
$248B
$1.63M 0.11%
23,512
VRSN icon
44
VeriSign
VRSN
$24.9B
$1.5M 0.1%
5,901
TDG icon
45
TransDigm Group
TDG
$73.4B
$1.47M 0.1%
1,060
MDLZ icon
46
Mondelez International
MDLZ
$81.3B
$1.42M 0.1%
20,898
COST icon
47
Costco
COST
$415B
$1.32M 0.09%
1,400
VNT icon
48
Vontier
VNT
$6.32B
$1.29M 0.09%
39,267
TRMB icon
49
Trimble
TRMB
$18.7B
$1.16M 0.08%
17,728
MRK icon
50
Merck
MRK
$216B
$791K 0.05%
8,812
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