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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
-3.53%
1 Year Est. Return
+3.37%
3 Year Est. Return
+64.01%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.42B
AUM Growth
-$74M
Cap. Flow
-$12.2M
Cap. Flow %
-0.86%
Top 10 Hldgs %
82.82%
Holding
77
New
6
Increased
8
Reduced
7
Closed
1

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$1.2M
2
RAL
Ralliant Corp
RAL
+$1.04M
3
PPLT
abrdn Physical Platinum Shares ETF
PPLT
+$636K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$570K
5
A icon
Agilent Technologies
A
+$508K

Top Sells

Rank Stock Value
1
MO icon
Altria Group
MO
+$7.02M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.72M
3
MMM icon
3M
MMM
+$4.07M
4
FTV icon
Fortive
FTV
+$1.08M
5
LMT icon
Lockheed Martin
LMT
+$634K

Sector Composition

Rank Sector Weight
1 Financials 62.72%
2 Healthcare 7.6%
3 Communication Services 7.35%
4 Industrials 4.45%
5 Technology 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMTM
51
Amentum Holdings
AMTM
$5.92B
$1.07M 0.08%
45,403
+2,603
+6% +$54.4K
RAL
52
Ralliant Corp
RAL
$7.45B
$1.02M 0.07%
+21,075
New +$1.04M
WFC icon
53
Wells Fargo
WFC
$262B
$852K 0.06%
10,631
– –
PPLT
54
abrdn Physical Platinum Shares ETF
PPLT
$2.02B
$798K 0.06%
+64,960
New +$636K
VWO icon
55
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$779K 0.05%
15,745
– –
A icon
56
Agilent Technologies
A
$40.8B
$756K 0.05%
6,403
+4,588
+253% +$508K
MRK icon
57
Merck
MRK
$318B
$698K 0.05%
8,812
– –
NTR icon
58
Nutrien
NTR
$30.8B
$629K 0.04%
10,800
– –
VIG icon
59
Vanguard Dividend Appreciation ETF
VIG
$114B
$602K 0.04%
+2,942
New +$570K
MTD icon
60
Mettler-Toledo International
MTD
$28.6B
$566K 0.04%
482
+321
+199% +$359K
WDS icon
61
Woodside Energy
WDS
$43B
$546K 0.04%
35,381
– –
LEVI icon
62
Levi Strauss
LEVI
$9.35B
$453K 0.03%
24,500
– –
CSD icon
63
Invesco S&P Spin-Off ETF
CSD
$228M
$411K 0.03%
4,903
– –
VPL icon
64
Vanguard FTSE Pacific ETF
VPL
$8.39B
$405K 0.03%
4,931
– –
URA icon
65
Global X Uranium ETF
URA
$6.18B
$367K 0.03%
+9,452
New +$274K
ALSN icon
66
Allison Transmission
ALSN
$9.73B
$237K 0.02%
2,500
– –
AFL icon
67
Aflac
AFL
$63.2B
$224K 0.02%
2,127
+9
+0.4% +$946
OXY icon
68
Occidental Petroleum
OXY
$56.3B
$223K 0.02%
5,297
– –
FONR
69
DELISTED
Fonar
FONR
$212K 0.01%
14,158
– –
EWBC icon
70
East-West Bancorp
EWBC
$18.1B
$202K 0.01%
2,000
– –
IBB icon
71
iShares Biotechnology ETF
IBB
$9.67B
$174K 0.01%
1,373
– –
QQQ icon
72
Invesco QQQ Trust
QQQ
$483B
$167K 0.01%
302
– –
IMXI icon
73
International Money Express
IMXI
$365M
$127K 0.01%
+12,600
New +$144K
RPRX icon
74
Royalty Pharma
RPRX
$25.4B
$80K 0.01%
2,220
– –
GNTX icon
75
Gentex
GNTX
$5.08B
$44.4K ﹤0.01%
2,020
– –
1 2
3
4

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L7C
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LLL
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ACM
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Hikari Tsushin Inc's Q2 2025 Portfolio in Review

As of Q2 2025, Hikari Tsushin Inc held 77 positions worth $1.42B, down 5% from $1.49B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Hikari Tsushin Inc's Q2 2025 filing shows 6 new, 8 increased, 7 reduced and 1 closed positions. Its largest new stake was Zoetis: 7,544 shares worth $1.18M. The largest sale was Altria Group, an estimated $7.02M.

By sector, the portfolio is most concentrated in Financials at 63% of assets, down from 65% a quarter earlier, followed by Healthcare and Communication Services.

  • Hikari Tsushin Inc's largest Q2 2025 buy was Zoetis: 7,544 shares worth $1.18M.
  • Hikari Tsushin Inc added most to Agilent Technologies in Q2 2025, an estimated $508K increase.
  • Hikari Tsushin Inc's biggest Q2 2025 reduction was Altria Group, cutting an estimated $7.02M.
  • Hikari Tsushin Inc fully exited Huntington Ingalls Industries in Q2 2025, selling an estimated $224K.
  • Hikari Tsushin Inc's ten largest holdings make up 83% of its $1.42B portfolio in Q2 2025.
  • Hikari Tsushin Inc opened 6 new positions and closed 1 in Q2 2025.
  • Hikari Tsushin Inc's portfolio value fell 5% quarter-over-quarter to $1.42B.

Based on Hikari Tsushin Inc's 13F filing for Q2 2025, filed 12 Aug 2025.