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
+4.01%
1 Year Est. Return
+3.37%
3 Year Est. Return
+64.01%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.54B
AUM Growth
+$47.8M
Cap. Flow
-$2M
Cap. Flow %
-0.13%
Top 10 Hldgs %
83.41%
Holding
82
New
5
Increased
1
Reduced
12
Closed
2

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$16M
2
BDX icon
Becton Dickinson
BDX
+$1.16M
3
CRM icon
Salesforce
CRM
+$903K
4
GLD icon
SPDR Gold Trust
GLD
+$191K
5
UNH icon
UnitedHealth
UNH
+$124K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.02M
2
MMM icon
3M
MMM
+$3.6M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.41M
4
MO icon
Altria Group
MO
+$1.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.53M

Sector Composition

Rank Sector Weight
1 Financials 60%
2 Communication Services 11.74%
3 Healthcare 9.13%
4 Industrials 3.61%
5 Technology 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RPRX icon
76
Royalty Pharma
RPRX
$25.3B
$85.8K 0.01%
2,220
– –
AMGN icon
77
Amgen
AMGN
$222B
$76.3K 0.01%
233
– –
UG icon
78
United-Guardian
UG
$33.5M
$58.5K ﹤0.01%
9,500
– –
GNTX icon
79
Gentex
GNTX
$5.07B
$47K ﹤0.01%
2,020
– –
OGN icon
80
Organon & Co
OGN
$3.57B
$4.29K ﹤0.01%
599
– –
MO icon
81
Altria Group
MO
$114B
– –
-28,805
Closed -$1.9M
OXY icon
82
Occidental Petroleum
OXY
$55.9B
– –
-5,297
Closed -$250K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Hikari Tsushin Inc held 82 positions worth $1.54B, up 3.2% from $1.49B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Hikari Tsushin Inc's Q4 2025 filing shows 5 new, 1 increased, 12 reduced and 2 closed positions. Its largest new stake was Becton Dickinson: 6,107 shares worth $932K. The largest sale was Vanguard S&P 500 ETF, an estimated $5.02M.

By sector, the portfolio is most concentrated in Financials at 60% of assets, down from 62% a quarter earlier, followed by Communication Services and Healthcare.

  • Hikari Tsushin Inc's largest Q4 2025 buy was Becton Dickinson: 6,107 shares worth $932K.
  • Hikari Tsushin Inc added most to Zoetis in Q4 2025, an estimated $16M increase.
  • Hikari Tsushin Inc's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $5.02M.
  • Hikari Tsushin Inc fully exited Altria Group in Q4 2025, selling an estimated $1.9M.
  • Hikari Tsushin Inc's ten largest holdings make up 83% of its $1.54B portfolio in Q4 2025.
  • Hikari Tsushin Inc opened 5 new positions and closed 2 in Q4 2025.
  • Hikari Tsushin Inc's portfolio value rose 3.2% quarter-over-quarter to $1.54B.

Based on Hikari Tsushin Inc's 13F filing for Q4 2025, filed 12 Feb 2026.