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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
+10.83%
1 Year Est. Return
+3.37%
3 Year Est. Return
+64.01%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.49B
AUM Growth
+$114M
Cap. Flow
-$16.5M
Cap. Flow %
-1.11%
Top 10 Hldgs %
83.55%
Holding
72
New
1
Increased
5
Reduced
6
Closed
1

Top Buys

Rank Stock Value
1
MTD icon
Mettler-Toledo International
MTD
+$206K
2
XOM icon
ExxonMobil
XOM
+$128K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$116K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$65.1K
5
VHT icon
Vanguard Health Care ETF
VHT
+$38.9K

Top Sells

Rank Stock Value
1
MMM icon
3M
MMM
+$6.06M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.53M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.21M
4
AAPL icon
Apple
AAPL
+$2.46M
5
MO icon
Altria Group
MO
+$1.26M

Sector Composition

Rank Sector Weight
1 Financials 64.74%
2 Healthcare 7.43%
3 Communication Services 6.15%
4 Industrials 4.38%
5 Technology 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.07T
$900M 60.31%
1,127
– –
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.91T
$91.8M 6.15%
593,415
-19,471
-3% -$3.53M
BKLN icon
3
Invesco Senior Loan ETF
BKLN
$7.1B
$51.4M 3.45%
2,483,848
– –
VOO icon
4
Vanguard S&P 500 ETF
VOO
$968B
$42.4M 2.85%
82,602
-5,947
-7% -$3.21M
V icon
5
Visa
V
$677B
$35.2M 2.36%
100,566
– –
MMM icon
6
3M
MMM
$89B
$28M 1.88%
190,549
-41,223
-18% -$6.06M
HYG icon
7
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$27.1M 1.81%
343,165
– –
FTSL icon
8
First Trust Senior Loan Fund ETF
FTSL
$2.31B
$26M 1.74%
570,196
– –
JNJ icon
9
Johnson & Johnson
JNJ
$635B
$22.7M 1.52%
136,918
– –
ABBV icon
10
AbbVie
ABBV
$458B
$22M 1.47%
104,963
– –
MO icon
11
Altria Group
MO
$122B
$16.7M 1.12%
277,957
-23,122
-8% -$1.26M
PSX icon
12
Phillips 66
PSX
$82.9B
$15.3M 1.02%
123,691
– –
MCO icon
13
Moody's
MCO
$81.7B
$14.8M 0.99%
31,689
– –
LMT icon
14
Lockheed Martin
LMT
$134B
$14.2M 0.95%
31,793
– –
DHR icon
15
Danaher
DHR
$135B
$13.3M 0.89%
64,712
-1,557
-2% -$340K
MDT icon
16
Medtronic
MDT
$107B
$13M 0.87%
144,952
– –
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.07T
$12.6M 0.85%
23,694
+134
+0.6% +$65.1K
LIN icon
18
Linde
LIN
$237B
$11.9M 0.8%
25,500
– –
ROP icon
19
Roper Technologies
ROP
$36.3B
$9.2M 0.62%
15,600
– –
ISRG icon
20
Intuitive Surgical
ISRG
$121B
$8.69M 0.58%
17,547
– –
WAT icon
21
Waters Corp
WAT
$36.8B
$8.48M 0.57%
22,997
– –
RSG icon
22
Republic Services
RSG
$66.7B
$7.8M 0.52%
32,200
– –
XOM icon
23
ExxonMobil
XOM
$651B
$6.18M 0.41%
51,986
+1,154
+2% +$128K
BHP icon
24
BHP
BHP
$213B
$5.78M 0.39%
119,021
– –
AME icon
25
Ametek
AME
$55.5B
$5.55M 0.37%
32,239
-1,049
-3% -$191K
1
2 3

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BFA
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Hikari Tsushin Inc's Q1 2025 Portfolio in Review

As of Q1 2025, Hikari Tsushin Inc held 72 positions worth $1.49B, up 8.3% from $1.38B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.8%. Hikari Tsushin Inc opened 1 new position and exited 1, leaving the 72-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 65% of assets, up from 60% a quarter earlier, followed by Healthcare and Communication Services.

  • Hikari Tsushin Inc's largest Q1 2025 buy was Mettler-Toledo International: 161 shares worth $190K.
  • Hikari Tsushin Inc added most to ExxonMobil in Q1 2025, an estimated $128K increase.
  • Hikari Tsushin Inc's biggest Q1 2025 reduction was 3M, cutting an estimated $6.06M.
  • Hikari Tsushin Inc fully exited Apple in Q1 2025, selling an estimated $2.46M.
  • Hikari Tsushin Inc's ten largest holdings make up 84% of its $1.49B portfolio in Q1 2025.
  • Hikari Tsushin Inc opened 1 new position and closed 1 in Q1 2025.
  • Hikari Tsushin Inc's portfolio value rose 8.3% quarter-over-quarter to $1.49B.

Based on Hikari Tsushin Inc's 13F filing for Q1 2025, filed 13 May 2025.