CIK: 0001606152
Total reported value
$1.1B
Reporting period: 2026-03-31 · Number of holdings: 51
Hikari Power Ltd disclosed 51 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.1B and a quarterly turnover rate of 21.2%.
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Hikari Power Ltd's disclosed holdings carry a Herfindahl concentration index of 0.244 — mathematically equivalent to about 4 equally-sized positions, well below its 51 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.42), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.6 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 31% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add XOM
0.0% $14.8M
Add LIN
0.0% $10.9M
Trim WAT
-83.2% -$15.7M
Add PSX
0.0% $10.1M
Add JNJ
-9.0% $5.2M
Add BRK-A
-3.1% -$45.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 47.49% | +0.92% | -3.07% | |
| 2 | LIN | Linde plc | Stock-Materials | 6.79% | +1.51% | — | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 6.58% | +1.04% | -9.04% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 4.42% | +1.58% | — | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 4.05% | -0.20% | +0.16% | |
| 6 | DHR | Danaher CORP | Stock-Healthcare | 3.06% | -0.28% | — | |
| 7 | PSX | Phillips 66 | Stock-Energy | 3.02% | +1.08% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.97% | -0.49% | -15.00% | |
| 9 | SHEL | Shell Plc-adr | Stock-Energy | 2.77% | +0.79% | — | |
| 10 | MCO | Moody's CORP | Stock-Financials | 2.02% | -0.11% | — | |
| 11 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.01% | +0.23% | — | |
| 12 | ROP | Roper Technologies INC | Stock-Tech | 1.85% | -0.76% | -19.34% | |
| 13 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 1.73% | -0.19% | — | |
| 14 | MO | Altria Group INC | Stock-Consumer Staples | 1.13% | +0.05% | -17.69% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.05% | — | |
| 16 | NTR | Nutrien LTD | Stock-Materials | 0.99% | -0.06% | -30.66% | |
| 17 | AMGN | Amgen INC | Stock-Healthcare | 0.95% | +0.15% | — | |
| 18 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.93% | +0.23% | — | |
| 19 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.90% | +0.90% | NEW | |
| 20 | NDAQ | Nasdaq INC | Stock-Financials | 0.74% | -0.03% | — | |
| 21 | MA | Mastercard INC - A | Stock-Financials | 0.44% | -0.01% | — | |
| 22 | VLTO | Veralto CORP | Stock-Industrials | 0.42% | -0.01% | — | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.42% | -0.10% | — | |
| 24 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.39% | +0.39% | NEW | |
| 25 | WAB | Wabtec CORP | Stock-Industrials | 0.33% | +0.07% | -1.93% | |
| 26 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.33% | -0.04% | — | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | +0.05% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | — | — | |
| 29 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.23% | +0.05% | — | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.22% | — | — | |
| 31 | WAT | Waters CORP | Stock-Healthcare | 0.21% | -1.22% | -83.15% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | — | — | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.17% | — | — | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.09% | — | — | |
| 35 | AME | Ametek INC | Stock-Industrials | 0.07% | -0.22% | -77.89% | |
| 36 | CRVS | Corvus Pharmaceuticals INC | Stock-Other | 0.06% | +0.03% | — | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.05% | -0.68% | -93.00% | |
| 38 | FTV | Fortive CORP | Stock-Tech | 0.04% | — | — | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.04% | -0.24% | -90.60% | |
| 40 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.03% | — | — | |
| 41 | A | Agilent Technologies INC | Stock-Healthcare | 0.03% | — | — | |
| 42 | IEX | Idex CORP | Stock-Industrials | 0.03% | -0.03% | -62.01% | |
| 43 | SOLV | Solventum CORP | Stock-Healthcare | 0.03% | — | — | |
| 44 | MTD | Mettler-toledo International | Stock-Healthcare | 0.03% | — | — | |
| 45 | AVXL | Anavex Life Sciences CORP | Stock-Other | 0.02% | — | — | |
| 46 | MMM | 3m Co | Stock-Industrials | 0.02% | — | -25.11% | |
| 47 | BN | Brookfield CORP | Stock-Financials | 0.02% | — | — | |
| 48 | ECL | Ecolab INC | Stock-Materials | 0.02% | -0.06% | -75.47% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-Other | 0.02% | -0.20% | -91.23% | |
| 50 | OCUL | Ocular Therapeutix INC | Stock-Other | 0.01% | — | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 34% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 51 | $1.1B | 21 | |
| 2025-12-31 | 63 | $1.3B | 5 | |
| 2025-09-30 | 63 | $1.2B | 10 | |
| 2025-06-30 | 63 | $1.2B | 0 | |
| 2025-03-31 | 60 | $1.3B | 100 | |
| 2024-12-31 | 59 | $1.2B | 0 | |
| 2024-09-30 | 62 | $1.2B | 0 | |
| 2024-06-30 | 62 | $1.1B | 0 | |
| 2024-03-31 | 63 | $1.2B | 0 | |
| 2023-12-31 | 64 | $1.0B | 0 | |
| 2023-09-30 | 64 | $1.0B | 0 | |
| 2023-06-30 | 64 | $1.0B | 0 | |
| 2023-03-31 | 66 | $995.1M | 0 | |
| 2022-12-31 | 66 | $1.0B | 0 | |
| 2022-09-30 | 67 | $893.8M | 0 | |
| 2022-06-30 | 67 | $933.3M | 0 | |
| 2022-03-31 | 68 | $1.1B | 0 | |
| 2021-12-31 | 67 | $1.1B | 0 | |
| 2021-09-30 | 69 | $996.8M | 0 | |
| 2021-06-30 | 71 | $1.0B | 97 | |
| 2021-03-31 | 68 | $949.8M | 11 | |
| 2020-12-31 | 71 | $895.0M | 14 | |
| 2020-09-30 | 61 | $787.1M | 12 | |
| 2020-06-30 | 60 | $729.3M | 15 | |
| 2020-03-31 | 85 | $707.5M | 33 | |
| 2019-12-31 | 111 | $964.1M | 13 | |
| 2019-09-30 | 116 | $926.9M | 11 | |
| 2019-06-30 | 115 | $928.3M | 18 | |
| 2019-03-31 | 123 | $954.3M | 15 | |
| 2018-12-31 | 123 | $888.5M | 26 | |
| 2018-09-30 | 127 | $983.6M | 14 | |
| 2018-06-30 | 128 | $908.5M | 21 | |
| 2018-03-31 | 97 | $849.6M | 12 | |
| 2017-12-31 | 101 | $846.8M | 11 | |
| 2017-09-30 | 90 | $773.5M | 12 | |
| 2017-06-30 | 94 | $741.5M | 20 | |
| 2017-03-31 | 69 | $702.7M | 12 | |
| 2016-12-31 | 47 | $703.7M | 35 | |
| 2016-09-30 | 83 | $841.5M | 12 | |
| 2016-06-30 | 80 | $867.3M | 21 | |
| 2016-03-31 | 87 | $869.5M | 25 | |
| 2015-12-31 | 85 | $732.5M | 21 | |
| 2015-09-30 | 67 | $600.6M | 27 | |
| 2015-06-30 | 65 | $670.9M | 12 | |
| 2015-03-31 | 61 | $704.7M | 14 | |
| 2014-12-31 | 58 | $716.1M | 12 | |
| 2014-09-30 | 52 | $675.6M | 13 | |
| 2014-06-30 | 50 | $691.5M | 39 | |
| 2014-03-31 | 48 | $820.8M | 0 |
Hikari Power Ltd's most significant position changes for 2026-03-31: Sold out: Abbvie INC (ABBV); New buy: Vanguard Ultra Shrt Treasury (VGUS); Sold out: Ishrs Prime Mmkt ETF (PMMF); Sold out: Medtronic plc (MDT); Sold out: THE Cigna Group (CI).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.6% | — | Unchanged |
| 2 | LIN | Linde plc | +1.5% | — | Unchanged |
| 3 | PSX | Phillips 66 | +1.1% | — | Unchanged |
| 4 | JNJ | Johnson & Johnson | +1% | -9.04% | Trim |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | +0.9% | -3.07% | Trim |
| 6 | SHEL | Shell Plc-adr | +0.8% | — | Unchanged |
| 7 | BHP | Bhp Group Ltd-spon Adr | +0.2% | — | Unchanged |
| 8 | BNY | Bank Of New York Mellon CORP | +0.2% | — | Unchanged |
| 9 | AMGN | Amgen INC | +0.2% | — | Unchanged |
| 10 | WAB | Wabtec CORP | +0.1% | -1.93% | Trim |
| 11 | MO | Altria Group INC | +0.1% | -17.69% | Trim |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | — | Unchanged |
| 13 | GILD | Gilead Sciences INC | +0.1% | — | Unchanged |
| 14 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 15 | CRVS | Corvus Pharmaceuticals INC | 0% | — | Unchanged |
| 16 | MA | Mastercard INC - A | 0% | — | Unchanged |
| 17 | VLTO | Veralto CORP | 0% | — | Unchanged |
| 18 | NDAQ | Nasdaq INC | 0% | — | Unchanged |
| 19 | IEX | Idex CORP | 0% | -62.01% | Trim |
| 20 | BDX | Becton Dickinson And Co | 0% | — | Unchanged |
| 21 | NTR | Nutrien LTD | -0.1% | -30.66% | Trim |
| 22 | ECL | Ecolab INC | -0.1% | -75.47% | Trim |
| 23 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | — | Unchanged |
| 24 | MCO | Moody's CORP | -0.1% | — | Unchanged |
| 25 | ISRG | Intuitive Surgical INC | -0.2% | — | Unchanged |
| 26 | V | Visa Inc-class A Shares | -0.2% | +0.16% | Add |
| 27 | VHT | Vanguard Health Care ETF | -0.2% | -91.23% | Trim |
| 28 | AME | Ametek INC | -0.2% | -77.89% | Trim |
| 29 | LMT | Lockheed Martin CORP | -0.2% | -90.60% | Trim |
| 30 | DHR | Danaher CORP | -0.3% | — | Unchanged |
| 31 | GOOG | Alphabet Inc-cl C | -0.5% | -15.00% | Trim |
| 32 | WFC | Wells Fargo & Co | -0.7% | -93.00% | Trim |
| 33 | ROP | Roper Technologies INC | -0.8% | -19.34% | Trim |
| 34 | WAT | Waters CORP | -1.2% | -83.15% | Trim |
| 35 | ABBV | Abbvie INC | — | EXIT | Sold out |
| 36 | VGUS | Vanguard Ultra Shrt Treasury | — | NEW | New buy |
| 37 | PMMF | Ishrs Prime Mmkt ETF | — | EXIT | Sold out |
| 38 | MDT | Medtronic plc | — | EXIT | Sold out |
| 39 | CI | THE Cigna Group | — | EXIT | Sold out |
| 40 | VUSB | Vanguard Ultra Short Bond Et | — | NEW | New buy |
| 41 | JKHY | Jack Henry & Associates INC | — | EXIT | Sold out |
| 42 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | Sold out |
| 43 | HON | Honeywell International INC | — | EXIT | Sold out |
| 44 | MRK | Merck & Co. INC. | — | EXIT | Sold out |
| 45 | VNT | Vontier CORP | — | EXIT | Sold out |
| 46 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 47 | MET | Metlife INC | — | EXIT | Sold out |
| 48 | PRU | Prudential Financial INC | — | EXIT | Sold out |
| 49 | VYM | Vanguard High Dvd Yield ETF | — | EXIT | Sold out |
| 50 | RHHBY | Roche Holdings Ltd-spons Adr | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-30 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-04 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-22 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-01 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-24 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-04 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-25 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-23 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-08 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-31 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-26 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-26 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-26 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-25 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-01 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-22 | Amendment | View on EDGAR |
| 2022-06-30 | 2022-07-06 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-12 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-13 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-07 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-28 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-22 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-08 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-23 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-04 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-31 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-08 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-26 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-29 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-31 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-02 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-12 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-08 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-09 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-26 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-02 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-03 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-11 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-06 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-06 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-12 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-30 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-15 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-08 | Amendment | View on EDGAR |
| 2014-06-30 | 2014-08-06 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-07 | 13F-HR | View on EDGAR |
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