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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
+10.83%
1 Year Est. Return
+3.37%
3 Year Est. Return
+64.01%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.49B
AUM Growth
+$114M
Cap. Flow
-$16.5M
Cap. Flow %
-1.11%
Top 10 Hldgs %
83.55%
Holding
72
New
1
Increased
5
Reduced
6
Closed
1

Top Buys

Rank Stock Value
1
MTD icon
Mettler-Toledo International
MTD
+$206K
2
XOM icon
ExxonMobil
XOM
+$128K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$116K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$65.1K
5
VHT icon
Vanguard Health Care ETF
VHT
+$38.9K

Top Sells

Rank Stock Value
1
MMM icon
3M
MMM
+$6.06M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.53M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.21M
4
AAPL icon
Apple
AAPL
+$2.46M
5
MO icon
Altria Group
MO
+$1.26M

Sector Composition

Rank Sector Weight
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
$17B
$5.17M 0.35%
43,228
– –
ECL icon
27
Ecolab
ECL
$79.9B
$5.04M 0.34%
19,873
– –
VHT icon
28
Vanguard Health Care ETF
VHT
$18.6B
$5.03M 0.34%
19,016
+146
+0.8% +$38.9K
BMY icon
29
Bristol-Myers Squibb
BMY
$132B
$4.95M 0.33%
81,141
– –
PG icon
30
Procter & Gamble
PG
$339B
$4.89M 0.33%
28,722
– –
FTV icon
31
Fortive
FTV
$18.6B
$4.63M 0.31%
83,901
– –
ABT icon
32
Abbott
ABT
$187B
$4.36M 0.29%
32,870
– –
SOLV icon
33
Solventum
SOLV
$14.1B
$4.27M 0.29%
56,180
– –
MSFT icon
34
Microsoft
MSFT
$3.71T
$3.86M 0.26%
10,283
– –
VGIT icon
35
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$3.26M 0.22%
54,954
– –
ADP icon
36
Automatic Data Processing
ADP
$108B
$3.18M 0.21%
10,400
– –
TLT icon
37
iShares 20+ Year Treasury Bond ETF
TLT
$41.7B
$3.15M 0.21%
34,607
– –
VEEV icon
38
Veeva Systems
VEEV
$37.4B
$3.14M 0.21%
13,562
– –
CI icon
39
Cigna
CI
$74.6B
$2.93M 0.2%
8,911
– –
JKHY icon
40
Jack Henry & Associates
JKHY
$11.1B
$2.63M 0.18%
14,382
– –
BN icon
41
Brookfield
BN
$108B
$2.29M 0.15%
65,646
– –
VLTO icon
42
Veralto
VLTO
$24B
$2.1M 0.14%
21,546
– –
NVO
43
Novo Nordisk
NVO
$209B
$1.63M 0.11%
23,512
– –
VRSN icon
44
VeriSign
VRSN
$26.6B
$1.5M 0.1%
5,901
– –
TDG icon
45
TransDigm Group
TDG
$67.7B
$1.47M 0.1%
1,060
– –
MDLZ icon
46
Mondelez International
MDLZ
$79.9B
$1.42M 0.1%
20,898
– –
COST icon
47
Costco
COST
$420B
$1.32M 0.09%
1,400
– –
VNT icon
48
Vontier
VNT
$4.74B
$1.29M 0.09%
39,267
– –
TRMB icon
49
Trimble
TRMB
$13.9B
$1.16M 0.08%
17,728
– –
MRK icon
50
Merck
MRK
$318B
$791K 0.05%
8,812
– –
1
2
3

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L7C
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SWP
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LLL
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ACM
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Hikari Tsushin Inc's Q1 2025 Portfolio in Review

As of Q1 2025, Hikari Tsushin Inc held 72 positions worth $1.49B, up 8.3% from $1.38B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.8%. Hikari Tsushin Inc opened 1 new position and exited 1, leaving the 72-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 65% of assets, up from 60% a quarter earlier, followed by Healthcare and Communication Services.

  • Hikari Tsushin Inc's largest Q1 2025 buy was Mettler-Toledo International: 161 shares worth $190K.
  • Hikari Tsushin Inc added most to ExxonMobil in Q1 2025, an estimated $128K increase.
  • Hikari Tsushin Inc's biggest Q1 2025 reduction was 3M, cutting an estimated $6.06M.
  • Hikari Tsushin Inc fully exited Apple in Q1 2025, selling an estimated $2.46M.
  • Hikari Tsushin Inc's ten largest holdings make up 84% of its $1.49B portfolio in Q1 2025.
  • Hikari Tsushin Inc opened 1 new position and closed 1 in Q1 2025.
  • Hikari Tsushin Inc's portfolio value rose 8.3% quarter-over-quarter to $1.49B.

Based on Hikari Tsushin Inc's 13F filing for Q1 2025, filed 13 May 2025.