We are live on ! Find out more
HTI

Hikari Tsushin Inc Portfolio holdings

AUM $1.51B
1-Year Est. Return 13.71%
This Fund
S&P 500
This Quarter Est. Return
+6.12%
1 Year Est. Return
+13.71%
3 Year Est. Return
+59.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.51B
AUM Growth
+$55.8M
Cap. Flow
-$20.1M
Cap. Flow %
-1.33%
Top 10 Hldgs %
84.28%
Holding
78
New
–
Increased
5
Reduced
12
Closed
2

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$4.28M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.04M
3
GLD icon
SPDR Gold Trust
GLD
+$746K
4
BDX icon
Becton Dickinson
BDX
+$6.28K
5
CRM icon
Salesforce
CRM
+$1.23K

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.8M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.87M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 60.77%
2 Communication Services 12.55%
3 Miscellaneous 9.22%
4 Healthcare 8.32%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMTM
51
Amentum Holdings
AMTM
$4.72B
$938K 0.06%
45,403
– –
BDX icon
52
Becton Dickinson
BDX
$49B
$931K 0.06%
6,149
+42
+0.7% +$6.28K
TRMB icon
53
Trimble
TRMB
$13.4B
$907K 0.06%
17,728
– –
WFC icon
54
Wells Fargo
WFC
$271B
$879K 0.06%
10,631
– –
A icon
55
Agilent Technologies
A
$40.8B
$851K 0.06%
6,403
– –
GLD icon
56
SPDR Gold Trust
GLD
$149B
$847K 0.06%
2,300
+1,800
+360% +$746K
CSD icon
57
Invesco S&P Spin-Off ETF
CSD
$221M
$734K 0.05%
4,903
– –
VIG icon
58
Vanguard Dividend Appreciation ETF
VIG
$111B
$696K 0.05%
2,942
– –
WDS icon
59
Woodside Energy
WDS
$46B
$684K 0.05%
35,381
– –
NTR icon
60
Nutrien
NTR
$38.5B
$680K 0.05%
10,800
– –
CRM icon
61
Salesforce
CRM
$201B
$673K 0.04%
4,298
+7
+0.2% +$1.23K
MTD icon
62
Mettler-Toledo International
MTD
$25.9B
$616K 0.04%
482
– –
LEVI icon
63
Levi Strauss
LEVI
$7.83B
$608K 0.04%
24,500
– –
VPL icon
64
Vanguard FTSE Pacific ETF
VPL
$8.75B
$570K 0.04%
4,931
– –
PPLT
65
abrdn Physical Platinum Shares ETF
PPLT
$2.31B
$560K 0.04%
39,640
– –
ALSN icon
66
Allison Transmission
ALSN
$10.6B
$282K 0.02%
2,500
– –
IBB icon
67
iShares Biotechnology ETF
IBB
$10.4B
$261K 0.02%
1,373
– –
EWBC icon
68
East-West Bancorp
EWBC
$17.6B
$258K 0.02%
2,000
– –
QQQ icon
69
Invesco QQQ Trust
QQQ
$489B
$222K 0.01%
302
– –
MOH icon
70
Molina Healthcare
MOH
$10.1B
$157K 0.01%
687
– –
UNH icon
71
UnitedHealth
UNH
$353B
$152K 0.01%
365
– –
RPRX icon
72
Royalty Pharma
RPRX
$27B
$124K 0.01%
2,220
– –
TNET icon
73
TriNet
TNET
$3.06B
$94K 0.01%
1,900
– –
AMGN icon
74
Amgen
AMGN
$212B
$84.4K 0.01%
233
– –
UG icon
75
United-Guardian
UG
$32.5M
$67.8K ﹤0.01%
9,500
– –
1 2
3
4

Similar funds

TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
EIA
Emerald Investment Advisers Leola, Pennsylvania $1.5B AUM
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Hikari Tsushin Inc's Q2 2026 Portfolio in Review

As of Q2 2026, Hikari Tsushin Inc held 78 positions worth $1.51B, up 3.8% from $1.45B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 2.6%. Hikari Tsushin Inc opened no new positions and exited 2, leaving the 78-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 61% of assets, up from 60% a quarter earlier, followed by Communication Services and Miscellaneous.

  • Hikari Tsushin Inc added most to Zoetis in Q2 2026, an estimated $4.28M increase.
  • Hikari Tsushin Inc's biggest Q2 2026 reduction was Alphabet (Google) Class A, cutting an estimated $9.12M.
  • Hikari Tsushin Inc fully exited iShares 20+ Year Treasury Bond ETF in Q2 2026, selling an estimated $3M.
  • Hikari Tsushin Inc's ten largest holdings make up 84% of its $1.51B portfolio in Q2 2026.
  • Hikari Tsushin Inc opened 0 new positions and closed 2 in Q2 2026.
  • Hikari Tsushin Inc's portfolio value rose 3.8% quarter-over-quarter to $1.51B.

Based on Hikari Tsushin Inc's 13F filing for Q2 2026, filed 12 Aug 2026.