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
+6.8%
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
+$69.4M
Cap. Flow
-$11.6M
Cap. Flow %
-0.78%
Top 10 Hldgs %
83.7%
Holding
79
New
3
Increased
4
Reduced
6
Closed
2

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$5.13M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.55M
3
V icon
Visa
V
+$346K
4
URA icon
Global X Uranium ETF
URA
+$204K
5
TNET icon
TriNet
TNET
+$129K

Top Sells

Rank Stock Value
1
MO icon
Altria Group
MO
+$8.21M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.59M
3
MMM icon
3M
MMM
+$4.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$804K
5
CI icon
Cigna
CI
+$755K

Sector Composition

Rank Sector Weight
1 Financials 61.67%
2 Communication Services 9.61%
3 Healthcare 7.98%
4 Industrials 4.1%
5 Technology 1.82%
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
$850M 57.15%
1,127
– –
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.91T
$143M 9.61%
587,848
-3,839
-0.6% -$804K
BKLN icon
3
Invesco Senior Loan ETF
BKLN
$7.1B
$52M 3.5%
2,483,848
– –
VOO icon
4
Vanguard S&P 500 ETF
VOO
$968B
$40.3M 2.71%
65,840
-7,781
-11% -$4.59M
V icon
5
Visa
V
$677B
$35M 2.35%
102,555
+1,000
+1% +$346K
HYG icon
6
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$27.9M 1.87%
343,165
– –
FTSL icon
7
First Trust Senior Loan Fund ETF
FTSL
$2.31B
$26.1M 1.76%
570,196
– –
JNJ icon
8
Johnson & Johnson
JNJ
$635B
$25.4M 1.71%
136,918
– –
ABBV icon
9
AbbVie
ABBV
$458B
$24.3M 1.63%
104,963
– –
MMM icon
10
3M
MMM
$89B
$21M 1.41%
135,587
-26,505
-16% -$4.09M
PSX icon
11
Phillips 66
PSX
$82.9B
$17M 1.14%
125,019
– –
LMT icon
12
Lockheed Martin
LMT
$134B
$15.2M 1.02%
30,438
– –
MCO icon
13
Moody's
MCO
$81.7B
$15.1M 1.02%
31,689
– –
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.07T
$14M 0.94%
27,878
+3,205
+13% +$1.55M
MDT icon
15
Medtronic
MDT
$107B
$13.8M 0.93%
144,952
– –
DHR icon
16
Danaher
DHR
$135B
$12.8M 0.86%
64,712
– –
LIN icon
17
Linde
LIN
$237B
$12.1M 0.81%
25,500
– –
ROP icon
18
Roper Technologies
ROP
$36.3B
$7.78M 0.52%
15,600
– –
ISRG icon
19
Intuitive Surgical
ISRG
$121B
$7.56M 0.51%
16,913
-634
-4% -$304K
RSG icon
20
Republic Services
RSG
$66.7B
$7.39M 0.5%
32,200
– –
WAT icon
21
Waters Corp
WAT
$36.8B
$6.89M 0.46%
22,997
– –
BHP icon
22
BHP
BHP
$213B
$6.64M 0.45%
119,021
– –
J icon
23
Jacobs Solutions
J
$15.9B
$6.41M 0.43%
42,800
– –
ZTS icon
24
Zoetis
ZTS
$31.6B
$6.07M 0.41%
41,494
+33,950
+450% +$5.13M
AME icon
25
Ametek
AME
$55.5B
$6.06M 0.41%
32,239
– –
1
2 3 4

Similar funds

DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
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
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 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
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Hikari Tsushin Inc's Q3 2025 Portfolio in Review

As of Q3 2025, Hikari Tsushin Inc held 79 positions worth $1.49B, up 4.9% from $1.42B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Hikari Tsushin Inc's Q3 2025 filing shows 3 new, 4 increased, 6 reduced and 2 closed positions. Its largest new stake was TriNet: 1,900 shares worth $127K. The largest sale was Altria Group, an estimated $8.21M.

By sector, the portfolio is most concentrated in Financials at 62% of assets, down from 63% a quarter earlier, followed by Communication Services and Healthcare.

  • Hikari Tsushin Inc's largest Q3 2025 buy was TriNet: 1,900 shares worth $127K.
  • Hikari Tsushin Inc added most to Zoetis in Q3 2025, an estimated $5.13M increase.
  • Hikari Tsushin Inc's biggest Q3 2025 reduction was Altria Group, cutting an estimated $8.21M.
  • Hikari Tsushin Inc fully exited Aflac in Q3 2025, selling an estimated $224K.
  • Hikari Tsushin Inc's ten largest holdings make up 84% of its $1.49B portfolio in Q3 2025.
  • Hikari Tsushin Inc opened 3 new positions and closed 2 in Q3 2025.
  • Hikari Tsushin Inc's portfolio value rose 4.9% quarter-over-quarter to $1.49B.

Based on Hikari Tsushin Inc's 13F filing for Q3 2025, filed 12 Nov 2025.