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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
+4.05%
1 Year Est. Return
+3.37%
3 Year Est. Return
+64.01%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$440M
AUM Growth
–
Cap. Flow
+$496M
Cap. Flow
% of AUM
112.89%
Top 10 Holdings %
Top 10 Hldgs %
78.48%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$146M |
| 2 |
Wells Fargo
WFC
|
+$62.5M |
| 3 |
IBM
IBM
|
+$43M |
| 4 |
Coca-Cola
KO
|
+$41.9M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$29.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 37.11% |
| 2 | Technology | 18.48% |
| 3 | Consumer Staples | 16.25% |
| 4 | Healthcare | 14.56% |
| 5 | Communication Services | 8.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class A
BRK.A
$1.06T
| $150M | 34.02% |
+887
| New | +$146M |
|
|
2
Coca-Cola
KO
$351B
| $40.6M | 9.24% |
+1,012,960
| New | +$41.9M |
|
|
3
IBM
IBM
$198B
| $40.4M | 9.18% |
+220,915
| New | +$43M |
|
|
4
Alphabet (Google) Class C
GOOG
$3.95T
| $30.5M | 6.94% |
+1,390,392
| New | +$29.4M |
|
5
Microsoft
MSFT
$2.83T
| $17.8M | 4.05% |
+515,000
| New | +$16.9M |
|
6
Walmart Inc
WMT
$865B
| $17.8M | 4.05% |
+716,100
| New | +$18.4M |
|
7
Sanofi
SNY
$104B
| $13.6M | 3.09% |
+263,400
| New | +$14M |
|
8
Johnson & Johnson
JNJ
$631B
| $13.3M | 3.02% |
+154,640
| New | +$13.1M |
|
9
Medtronic
MDT
$106B
| $11.6M | 2.65% |
+226,100
| New | +$11.2M |
|
10
Qualcomm
QCOM
$176B
| $9.89M | 2.25% |
+161,900
| New | +$10.3M |
|
11
Procter & Gamble
PG
$342B
| $8.93M | 2.03% |
+115,920
| New | +$9.1M |
|
12
Cisco
CSCO
$444B
| $8.85M | 2.01% |
+363,500
| New | +$8.18M |
|
13
DaVita
DVA
$15.1B
| $8.55M | 1.95% |
+141,640
| New | +$8.84M |
|
|
14
Wells Fargo
WFC
$261B
| $6.69M | 1.52% |
+1,603,760
| New | +$62.5M |
|
|
NVO
15
Novo Nordisk
NVO
$217B
| $6.44M | 1.47% |
+415,800
| New | +$6.92M |
|
|
KRFT
16
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $6.14M | 1.4% |
+109,972
| New | +$5.9M |
|
17
Meta Platforms (Facebook)
META
$1.53T
| $5.67M | 1.29% |
+227,800
| New | +$5.84M |
|
18
Abbott
ABT
$178B
| $5.27M | 1.2% |
+151,000
| New | +$5.54M |
|
19
ConocoPhillips
COP
$147B
| $5.26M | 1.2% |
+86,900
| New | +$5.28M |
|
20
AbbVie
ABBV
$458B
| $5.25M | 1.2% |
+127,100
| New | +$5.56M |
|
21
JPMorgan Chase
JPM
$929B
| $5.17M | 1.18% |
+97,871
| New | +$4.98M |
|
22
RTX Corp
RTX
$286B
| $4.05M | 0.92% |
+69,280
| New | +$4.1M |
|
23
Mondelez International
MDLZ
$77.2B
| $3.92M | 0.89% |
+137,518
| New | +$4.18M |
|
24
Apple
AAPL
$4.81T
| $3.6M | 0.82% |
+254,520
| New | +$3.92M |
|
25
NOV
NOV
$7.46B
| $2.06M | 0.47% |
+33,159
| New | +$2.04M |
|
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Hikari Tsushin Inc's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Hikari Tsushin Inc, which disclosed 34 positions worth $440M. Its ten largest holdings account for 78% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 887 shares worth $150M.
By sector, the portfolio is most concentrated in Financials at 37% of assets, followed by Technology and Consumer Staples.
- Hikari Tsushin Inc's largest Q2 2013 buy was Berkshire Hathaway Class A: 887 shares worth $150M.
- Hikari Tsushin Inc's ten largest holdings make up 78% of its $440M portfolio in Q2 2013.
- Hikari Tsushin Inc disclosed 34 positions in Q2 2013, its first 13F filing on record.
Based on Hikari Tsushin Inc's 13F filing for Q2 2013, filed 2 Aug 2013.