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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
-3.53%
1 Year Est. Return
+3.37%
3 Year Est. Return
+64.01%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.42B
AUM Growth
-$74M
Cap. Flow
-$12.2M
Cap. Flow %
-0.86%
Top 10 Hldgs %
82.82%
Holding
77
New
6
Increased
8
Reduced
7
Closed
1

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$1.2M
2
RAL
Ralliant Corp
RAL
+$1.04M
3
PPLT
abrdn Physical Platinum Shares ETF
PPLT
+$636K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$570K
5
A icon
Agilent Technologies
A
+$508K

Top Sells

Rank Stock Value
1
MO icon
Altria Group
MO
+$7.02M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.72M
3
MMM icon
3M
MMM
+$4.07M
4
FTV icon
Fortive
FTV
+$1.08M
5
LMT icon
Lockheed Martin
LMT
+$634K

Sector Composition

Rank Sector Weight
1 Financials 62.72%
2 Healthcare 7.6%
3 Communication Services 7.35%
4 Industrials 4.45%
5 Technology 2.02%
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
$821M 57.93%
1,127
– –
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.91T
$104M 7.35%
591,687
-1,728
-0.3% -$283K
BKLN icon
3
Invesco Senior Loan ETF
BKLN
$7.1B
$52M 3.66%
2,483,848
– –
VOO icon
4
Vanguard S&P 500 ETF
VOO
$968B
$41.8M 2.95%
73,621
-8,981
-11% -$4.72M
V icon
5
Visa
V
$677B
$36.1M 2.54%
101,555
+989
+1% +$345K
HYG icon
6
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$27.7M 1.95%
343,165
– –
FTSL icon
7
First Trust Senior Loan Fund ETF
FTSL
$2.31B
$26.2M 1.85%
570,196
– –
MMM icon
8
3M
MMM
$89B
$24.7M 1.74%
162,092
-28,457
-15% -$4.07M
JNJ icon
9
Johnson & Johnson
JNJ
$635B
$20.9M 1.48%
136,918
– –
ABBV icon
10
AbbVie
ABBV
$458B
$19.5M 1.37%
104,963
– –
MCO icon
11
Moody's
MCO
$81.7B
$15.9M 1.12%
31,689
– –
PSX icon
12
Phillips 66
PSX
$82.9B
$14.9M 1.05%
125,019
+1,328
+1% +$149K
LMT icon
13
Lockheed Martin
LMT
$134B
$14.1M 0.99%
30,438
-1,355
-4% -$634K
DHR icon
14
Danaher
DHR
$135B
$12.8M 0.9%
64,712
– –
MDT icon
15
Medtronic
MDT
$107B
$12.6M 0.89%
144,952
– –
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.07T
$12M 0.85%
24,673
+979
+4% +$497K
LIN icon
17
Linde
LIN
$237B
$12M 0.84%
25,500
– –
ISRG icon
18
Intuitive Surgical
ISRG
$121B
$9.54M 0.67%
17,547
– –
MO icon
19
Altria Group
MO
$122B
$9.28M 0.65%
158,366
-119,591
-43% -$7.02M
ROP icon
20
Roper Technologies
ROP
$36.3B
$8.84M 0.62%
15,600
– –
WAT icon
21
Waters Corp
WAT
$36.8B
$8.03M 0.57%
22,997
– –
RSG icon
22
Republic Services
RSG
$66.7B
$7.94M 0.56%
32,200
– –
AME icon
23
Ametek
AME
$55.5B
$5.83M 0.41%
32,239
– –
BHP icon
24
BHP
BHP
$213B
$5.72M 0.4%
119,021
– –
J icon
25
Jacobs Solutions
J
$15.9B
$5.63M 0.4%
42,800
-428
-1% -$52.8K
1
2 3 4

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Hikari Tsushin Inc's Q2 2025 Portfolio in Review

As of Q2 2025, Hikari Tsushin Inc held 77 positions worth $1.42B, down 5% from $1.49B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Hikari Tsushin Inc's Q2 2025 filing shows 6 new, 8 increased, 7 reduced and 1 closed positions. Its largest new stake was Zoetis: 7,544 shares worth $1.18M. The largest sale was Altria Group, an estimated $7.02M.

By sector, the portfolio is most concentrated in Financials at 63% of assets, down from 65% a quarter earlier, followed by Healthcare and Communication Services.

  • Hikari Tsushin Inc's largest Q2 2025 buy was Zoetis: 7,544 shares worth $1.18M.
  • Hikari Tsushin Inc added most to Agilent Technologies in Q2 2025, an estimated $508K increase.
  • Hikari Tsushin Inc's biggest Q2 2025 reduction was Altria Group, cutting an estimated $7.02M.
  • Hikari Tsushin Inc fully exited Huntington Ingalls Industries in Q2 2025, selling an estimated $224K.
  • Hikari Tsushin Inc's ten largest holdings make up 83% of its $1.42B portfolio in Q2 2025.
  • Hikari Tsushin Inc opened 6 new positions and closed 1 in Q2 2025.
  • Hikari Tsushin Inc's portfolio value fell 5% quarter-over-quarter to $1.42B.

Based on Hikari Tsushin Inc's 13F filing for Q2 2025, filed 12 Aug 2025.