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HTI
Hikari Tsushin Inc Portfolio holdings
AUM
$1.51B
1-Year Est. Return
13.71%
This Fund
S&P 500
This Quarter
Est. Return
+8.89%
1 Year Est. Return
+13.71%
3 Year Est. Return
+59.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$915M
AUM Growth
–
Cap. Flow
+$883M
Cap. Flow
% of AUM
96.55%
Top 10 Holdings %
Top 10 Hldgs %
83.06%
Holding
46
New
46
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$486M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$81.1M |
| 3 |
3M
MMM
|
+$30.1M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$23.3M |
| 5 |
Visa
V
|
+$21.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 61.31% |
| 2 | Healthcare | 11.67% |
| 3 | Communication Services | 8.91% |
| 4 | Industrials | 4.89% |
| 5 | Technology | 3.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class A
BRK.A
$1.09T
| $507M | 55.43% |
+1,125
| New | +$486M |
|
|
2
Alphabet (Google) Class A
GOOGL
$4.25T
| $81.5M | 8.91% |
+562,840
| New | +$81.1M |
|
|
3
3M
MMM
$84.9B
| $30M | 3.28% |
+202,270
| New | +$30.1M |
|
|
4
Vanguard S&P 500 ETF
VOO
$1.04T
| $24.1M | 2.64% |
+55,250
| New | +$23.3M |
|
5
Johnson & Johnson
JNJ
$651B
| $22.1M | 2.42% |
+129,412
| New | +$21.2M |
|
|
6
Visa
V
$691B
| $22M | 2.41% |
+101,598
| New | +$21.8M |
|
7
Danaher
DHR
$149B
| $21.4M | 2.34% |
+73,472
| New | +$20.2M |
|
8
Apple
AAPL
$4.92T
| $18.6M | 2.04% |
+104,936
| New | +$16.6M |
|
9
Altria Group
MO
$116B
| $17.8M | 1.94% |
+374,808
| New | +$17.2M |
|
10
Medtronic
MDT
$119B
| $15M | 1.64% |
+144,952
| New | +$16.8M |
|
11
AbbVie
ABBV
$467B
| $14.9M | 1.63% |
+110,077
| New | +$13M |
|
|
BNY
12
Bank of New York Mellon
BNY
$104B
| $13.2M | 1.44% |
+227,204
| New | +$13.1M |
|
13
Moody's
MCO
$80B
| $11.7M | 1.28% |
+29,980
| New | +$11.6M |
|
14
Phillips 66
PSX
$109B
| $10.7M | 1.17% |
+147,638
| New | +$11.2M |
|
15
Intuitive Surgical
ISRG
$135B
| $10.2M | 1.11% |
+28,359
| New | +$9.76M |
|
16
Lockheed Martin
LMT
$124B
| $9.88M | 1.08% |
+27,789
| New | +$9.61M |
|
17
Linde
LIN
$211B
| $8.83M | 0.97% |
+25,500
| New | +$8.26M |
|
18
Roper Technologies
ROP
$37.1B
| $7.67M | 0.84% |
+15,600
| New | +$7.43M |
|
|
BBL
19
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $7.11M | 0.78% |
+119,021
| New | +$6.49M |
|
|
NVO
20
Novo Nordisk
NVO
$191B
| $7.05M | 0.77% |
+125,940
| New | +$6.82M |
|
21
US Bancorp
USB
$93.9B
| $6.32M | 0.69% |
+112,570
| New | +$6.66M |
|
22
Procter & Gamble
PG
$343B
| $6.18M | 0.68% |
+37,800
| New | +$5.61M |
|
23
Bristol-Myers Squibb
BMY
$128B
| $5.06M | 0.55% |
+81,141
| New | +$4.76M |
|
24
Abbott
ABT
$177B
| $4.63M | 0.51% |
+32,870
| New | +$4.21M |
|
25
Republic Services
RSG
$67B
| $4.49M | 0.49% |
+32,200
| New | +$4.28M |
|
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NB
Hikari Tsushin Inc's Q4 2021 Portfolio in Review
As of Q4 2021, Hikari Tsushin Inc held 46 positions worth $915M. Its ten largest holdings account for 83% of the portfolio.
Hikari Tsushin Inc deployed $883M of net new capital in Q4 2021, opening 46 new positions. Its largest new stake was Berkshire Hathaway Class A: 1,125 shares worth $507M.
By sector, the portfolio is most concentrated in Financials at 61% of assets, followed by Healthcare and Communication Services.
- Hikari Tsushin Inc's largest Q4 2021 buy was Berkshire Hathaway Class A: 1,125 shares worth $507M.
- Hikari Tsushin Inc's ten largest holdings make up 83% of its $915M portfolio in Q4 2021.
- Hikari Tsushin Inc opened 46 new positions and closed 0 in Q4 2021.
Based on Hikari Tsushin Inc's 13F filing for Q4 2021, filed 8 Feb 2022.