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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
-3.54%
1 Year Est. Return
+3.37%
3 Year Est. Return
+64.01%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.45B
AUM Growth
-$84.6M
Cap. Flow
-$20.1M
Cap. Flow %
-1.39%
Top 10 Hldgs %
83.01%
Holding
80
New
–
Increased
3
Reduced
12
Closed
2

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$2.95M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M
3
CRM icon
Salesforce
CRM
+$136K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.72M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.82M
3
JNJ icon
Johnson & Johnson
JNJ
+$2.82M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.89M
5
MMM icon
3M
MMM
+$1.84M

Sector Composition

Rank Sector Weight
1 Financials 60.19%
2 Communication Services 10.99%
3 Healthcare 9.02%
4 Industrials 3.81%
5 Energy 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TNET icon
76
TriNet
TNET
$2.75B
$69.2K ﹤0.01%
1,900
– –
UG icon
77
United-Guardian
UG
$35.7M
$63.6K ﹤0.01%
9,500
– –
OGN icon
78
Organon & Co
OGN
$3.55B
$3.59K ﹤0.01%
599
– –
FONR
79
DELISTED
Fonar
FONR
– –
-14,158
Closed -$263K
GNTX icon
80
Gentex
GNTX
$5.1B
– –
-2,020
Closed -$47K
1 2 3
4

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SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 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
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Hikari Tsushin Inc's Q1 2026 Portfolio in Review

As of Q1 2026, Hikari Tsushin Inc held 80 positions worth $1.45B, down 5.5% from $1.54B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 2.5%. Hikari Tsushin Inc opened no new positions and exited 2, leaving the 80-position portfolio largely intact.

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

  • Hikari Tsushin Inc added most to Zoetis in Q1 2026, an estimated $2.95M increase.
  • Hikari Tsushin Inc's biggest Q1 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $7.72M.
  • Hikari Tsushin Inc fully exited Fonar in Q1 2026, selling an estimated $263K.
  • Hikari Tsushin Inc's ten largest holdings make up 83% of its $1.45B portfolio in Q1 2026.
  • Hikari Tsushin Inc opened 0 new positions and closed 2 in Q1 2026.
  • Hikari Tsushin Inc's portfolio value fell 5.5% quarter-over-quarter to $1.45B.

Based on Hikari Tsushin Inc's 13F filing for Q1 2026, filed 13 May 2026.