We are live on ! Find out more
HTI

Hikari Tsushin Inc Portfolio holdings

AUM $1.45B
1-Year Est. Return 3.37%
This Fund
S&P 500
This Quarter Est. Return
+6.8%
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
+$69.4M
Cap. Flow
-$11.6M
Cap. Flow %
-0.78%
Top 10 Hldgs %
83.7%
Holding
79
New
3
Increased
4
Reduced
6
Closed
2

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$5.13M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.55M
3
V icon
Visa
V
+$346K
4
URA icon
Global X Uranium ETF
URA
+$204K
5
TNET icon
TriNet
TNET
+$129K

Top Sells

Rank Stock Value
1
MO icon
Altria Group
MO
+$8.21M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.59M
3
MMM icon
3M
MMM
+$4.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$804K
5
CI icon
Cigna
CI
+$755K

Sector Composition

Rank Sector Weight
1 Financials 61.67%
2 Communication Services 9.61%
3 Healthcare 7.98%
4 Industrials 4.1%
5 Technology 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
26
ExxonMobil
XOM
$634B
$5.86M 0.39%
51,986
– –
ECL icon
27
Ecolab
ECL
$79.9B
$5.52M 0.37%
20,144
– –
MSFT icon
28
Microsoft
MSFT
$3.71T
$5.33M 0.36%
10,283
– –
VHT icon
29
Vanguard Health Care ETF
VHT
$18.6B
$4.94M 0.33%
19,016
– –
PG icon
30
Procter & Gamble
PG
$339B
$4.41M 0.3%
28,722
– –
ABT icon
31
Abbott
ABT
$187B
$4.4M 0.3%
32,870
– –
SOLV icon
32
Solventum
SOLV
$14.1B
$4.1M 0.28%
56,180
– –
VEEV icon
33
Veeva Systems
VEEV
$37.4B
$4.04M 0.27%
13,562
– –
BMY icon
34
Bristol-Myers Squibb
BMY
$132B
$3.66M 0.25%
81,141
– –
VGIT icon
35
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$3.3M 0.22%
54,954
– –
FTV icon
36
Fortive
FTV
$18.6B
$3.1M 0.21%
63,226
– –
TLT icon
37
iShares 20+ Year Treasury Bond ETF
TLT
$41.7B
$3.09M 0.21%
34,607
– –
ADP icon
38
Automatic Data Processing
ADP
$108B
$3.05M 0.21%
10,400
– –
VLTO icon
39
Veralto
VLTO
$24B
$2.3M 0.15%
21,546
– –
JKHY icon
40
Jack Henry & Associates
JKHY
$11.1B
$2.14M 0.14%
14,382
– –
BN icon
41
Brookfield
BN
$108B
$2M 0.13%
65,646
– –
MO icon
42
Altria Group
MO
$114B
$1.9M 0.13%
28,805
-129,561
-82% -$8.21M
CI icon
43
Cigna
CI
$74.6B
$1.83M 0.12%
6,358
-2,553
-29% -$755K
VRSN icon
44
VeriSign
VRSN
$26.6B
$1.65M 0.11%
5,901
– –
VNT icon
45
Vontier
VNT
$4.74B
$1.65M 0.11%
39,267
– –
TRMB icon
46
Trimble
TRMB
$13.9B
$1.45M 0.1%
17,728
– –
TDG icon
47
TransDigm Group
TDG
$67.7B
$1.4M 0.09%
1,060
– –
MDLZ icon
48
Mondelez International
MDLZ
$79.9B
$1.31M 0.09%
20,898
– –
NVO
49
Novo Nordisk
NVO
$209B
$1.3M 0.09%
23,512
– –
COST icon
50
Costco
COST
$420B
$1.3M 0.09%
1,400
– –
1
2
3 4

Similar funds

CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
SIA
Strategic Investment Advisors Farmington Hills, Michigan $1.45B AUM 17.59% 1-Year Est. Return
L7C
Liberty 77 Capital Washington, District of Columbia $1.46B AUM 33.32% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return

Hikari Tsushin Inc's Q3 2025 Portfolio in Review

As of Q3 2025, Hikari Tsushin Inc held 79 positions worth $1.49B, up 4.9% from $1.42B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Hikari Tsushin Inc's Q3 2025 filing shows 3 new, 4 increased, 6 reduced and 2 closed positions. Its largest new stake was TriNet: 1,900 shares worth $127K. The largest sale was Altria Group, an estimated $8.21M.

By sector, the portfolio is most concentrated in Financials at 62% of assets, down from 63% a quarter earlier, followed by Communication Services and Healthcare.

  • Hikari Tsushin Inc's largest Q3 2025 buy was TriNet: 1,900 shares worth $127K.
  • Hikari Tsushin Inc added most to Zoetis in Q3 2025, an estimated $5.13M increase.
  • Hikari Tsushin Inc's biggest Q3 2025 reduction was Altria Group, cutting an estimated $8.21M.
  • Hikari Tsushin Inc fully exited Aflac in Q3 2025, selling an estimated $224K.
  • Hikari Tsushin Inc's ten largest holdings make up 84% of its $1.49B portfolio in Q3 2025.
  • Hikari Tsushin Inc opened 3 new positions and closed 2 in Q3 2025.
  • Hikari Tsushin Inc's portfolio value rose 4.9% quarter-over-quarter to $1.49B.

Based on Hikari Tsushin Inc's 13F filing for Q3 2025, filed 12 Nov 2025.