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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
+4.01%
1 Year Est. Return
+3.37%
3 Year Est. Return
+64.01%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.54B
AUM Growth
+$47.8M
Cap. Flow
-$2M
Cap. Flow %
-0.13%
Top 10 Hldgs %
83.41%
Holding
82
New
5
Increased
1
Reduced
12
Closed
2

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$16M
2
BDX icon
Becton Dickinson
BDX
+$1.16M
3
CRM icon
Salesforce
CRM
+$903K
4
GLD icon
SPDR Gold Trust
GLD
+$191K
5
UNH icon
UnitedHealth
UNH
+$124K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.02M
2
MMM icon
3M
MMM
+$3.6M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.41M
4
MO icon
Altria Group
MO
+$1.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.53M

Sector Composition

Rank Sector Weight
1 Financials 60%
2 Communication Services 11.74%
3 Healthcare 9.13%
4 Industrials 3.61%
5 Technology 1.71%
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
$851M 55.41%
1,127
– –
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.91T
$180M 11.74%
575,922
-11,926
-2% -$3.41M
BKLN icon
3
Invesco Senior Loan ETF
BKLN
$7.1B
$52.2M 3.4%
2,483,848
– –
VOO icon
4
Vanguard S&P 500 ETF
VOO
$968B
$36.2M 2.36%
57,755
-8,085
-12% -$5.02M
V icon
5
Visa
V
$677B
$36M 2.34%
102,555
– –
HYG icon
6
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$27.7M 1.8%
343,165
– –
JNJ icon
7
Johnson & Johnson
JNJ
$635B
$26.7M 1.74%
129,204
-7,714
-6% -$1.53M
FTSL icon
8
First Trust Senior Loan Fund ETF
FTSL
$2.31B
$26.2M 1.7%
570,196
– –
ABBV icon
9
AbbVie
ABBV
$458B
$24M 1.56%
104,963
– –
ZTS icon
10
Zoetis
ZTS
$31.6B
$20.7M 1.35%
164,238
+122,744
+296% +$16M
MMM icon
11
3M
MMM
$89B
$18.2M 1.18%
113,567
-22,020
-16% -$3.6M
MCO icon
12
Moody's
MCO
$81.7B
$16.2M 1.05%
31,689
– –
PSX icon
13
Phillips 66
PSX
$82.9B
$15.3M 0.99%
118,202
-6,817
-5% -$918K
DHR icon
14
Danaher
DHR
$135B
$14.8M 0.97%
64,712
– –
LMT icon
15
Lockheed Martin
LMT
$134B
$14M 0.92%
29,045
-1,393
-5% -$667K
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.07T
$14M 0.91%
27,878
– –
MDT icon
17
Medtronic
MDT
$107B
$13.9M 0.91%
144,952
– –
LIN icon
18
Linde
LIN
$237B
$10.9M 0.71%
25,500
– –
ISRG icon
19
Intuitive Surgical
ISRG
$121B
$9.26M 0.6%
16,355
-558
-3% -$297K
WAT icon
20
Waters Corp
WAT
$36.8B
$7.81M 0.51%
20,556
-2,441
-11% -$898K
BHP icon
21
BHP
BHP
$213B
$7.19M 0.47%
119,021
– –
ROP icon
22
Roper Technologies
ROP
$36.3B
$6.94M 0.45%
15,600
– –
RSG icon
23
Republic Services
RSG
$66.7B
$6.82M 0.44%
32,200
– –
AME icon
24
Ametek
AME
$55.5B
$6.27M 0.41%
30,529
-1,710
-5% -$333K
XOM icon
25
ExxonMobil
XOM
$651B
$6.26M 0.41%
51,986
– –
1
2 3 4

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Hikari Tsushin Inc's Q4 2025 Portfolio in Review

As of Q4 2025, Hikari Tsushin Inc held 82 positions worth $1.54B, up 3.2% from $1.49B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Hikari Tsushin Inc's Q4 2025 filing shows 5 new, 1 increased, 12 reduced and 2 closed positions. Its largest new stake was Becton Dickinson: 6,107 shares worth $932K. The largest sale was Vanguard S&P 500 ETF, an estimated $5.02M.

By sector, the portfolio is most concentrated in Financials at 60% of assets, down from 62% a quarter earlier, followed by Communication Services and Healthcare.

  • Hikari Tsushin Inc's largest Q4 2025 buy was Becton Dickinson: 6,107 shares worth $932K.
  • Hikari Tsushin Inc added most to Zoetis in Q4 2025, an estimated $16M increase.
  • Hikari Tsushin Inc's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $5.02M.
  • Hikari Tsushin Inc fully exited Altria Group in Q4 2025, selling an estimated $1.9M.
  • Hikari Tsushin Inc's ten largest holdings make up 83% of its $1.54B portfolio in Q4 2025.
  • Hikari Tsushin Inc opened 5 new positions and closed 2 in Q4 2025.
  • Hikari Tsushin Inc's portfolio value rose 3.2% quarter-over-quarter to $1.54B.

Based on Hikari Tsushin Inc's 13F filing for Q4 2025, filed 12 Feb 2026.