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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
AMTM
51
Amentum Holdings
AMTM
$6.05B
$779K 0.05%
42,800
– –
WFC icon
52
Wells Fargo
WFC
$264B
$763K 0.05%
10,631
– –
VWO icon
53
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$713K 0.05%
15,745
+2,578
+20% +$116K
NTR icon
54
Nutrien
NTR
$30.7B
$536K 0.04%
10,800
– –
WDS icon
55
Woodside Energy
WDS
$42.6B
$513K 0.03%
35,381
– –
LEVI icon
56
Levi Strauss
LEVI
$9.39B
$382K 0.03%
24,500
– –
CSD icon
57
Invesco S&P Spin-Off ETF
CSD
$228M
$368K 0.02%
4,903
– –
VPL icon
58
Vanguard FTSE Pacific ETF
VPL
$8.44B
$357K 0.02%
4,931
– –
OXY icon
59
Occidental Petroleum
OXY
$55.9B
$261K 0.02%
5,297
– –
ALSN icon
60
Allison Transmission
ALSN
$9.82B
$239K 0.02%
2,500
– –
AFL icon
61
Aflac
AFL
$62.6B
$236K 0.02%
2,118
+9
+0.4% +$955
HII icon
62
Huntington Ingalls Industries
HII
$12.8B
$224K 0.02%
1,100
– –
A icon
63
Agilent Technologies
A
$41.2B
$212K 0.01%
1,815
– –
FONR
64
DELISTED
Fonar
FONR
$198K 0.01%
14,158
– –
MTD icon
65
Mettler-Toledo International
MTD
$28.6B
$190K 0.01%
+161
New +$206K
EWBC icon
66
East-West Bancorp
EWBC
$18B
$180K 0.01%
2,000
– –
IBB icon
67
iShares Biotechnology ETF
IBB
$9.71B
$176K 0.01%
1,373
– –
QQQ icon
68
Invesco QQQ Trust
QQQ
$481B
$142K 0.01%
302
– –
RPRX icon
69
Royalty Pharma
RPRX
$25.3B
$69.1K ﹤0.01%
2,220
– –
GNTX icon
70
Gentex
GNTX
$5.07B
$47.1K ﹤0.01%
2,020
– –
OGN icon
71
Organon & Co
OGN
$3.57B
$8.92K ﹤0.01%
599
– –
AAPL icon
72
Apple
AAPL
$4.57T
– –
-9,843
Closed -$2.46M
1 2
3

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SIM
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VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
SIA
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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.