HT
Hikari Tsushin, Inc. Investment Portfolio (Q2 2026) — 13F Stock Holdings
Hikari Tsushin, Inc.CIK: 0001423673
Concentrated strategyMomentum followerLong-term holder
Total reported value
$1.5B
Reporting period: 2026-06-30 · Number of holdings: 76
Hikari Tsushin, Inc. disclosed 76 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.5B and a quarterly turnover rate of 7.4%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 7.43
- Momentum
- 100
- Sector conviction
- 69.86
- Diversification
- 100
- Sizing Uniformity
- 50.29
Hikari Tsushin, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.334 — mathematically equivalent to about 3 equally-sized positions, well below its 76 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 4.97), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 33% 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd GOOGL
-4.6% $29.6M
Trim ZTS
+24.2% -$5.5M
Add BRK-A
0.0% $34.6M
Trim LMT
0.0% -$2.8M
Sold out TLT
Add V
0.0% $4.2M
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 56.03% | +0.23% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 12.55% | +1.56% | -4.57% | |
| 3 | BKLN | Invesco Senior Loan ETF | ETF-Other | 3.36% | -0.13% | — | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 2.34% | +0.20% | — | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.84% | -0.13% | -6.86% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.82% | -0.06% | — | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 1.69% | +0.12% | -3.35% | |
| 8 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.69% | -0.07% | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.67% | -0.20% | -19.17% | |
| 10 | PSX | Phillips 66 | Stock-Energy | 1.29% | -0.18% | -1.81% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | +0.15% | +13.32% | |
| 12 | ZTS | Zoetis Inc | Stock-Healthcare | 1.11% | -0.42% | +24.18% | |
| 13 | MMM | 3m Co | Stock-Industrials | 1.00% | -0.02% | -8.44% | |
| 14 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.98% | -0.23% | — | |
| 15 | MCO | Moody's CORP | Stock-Financials | 0.95% | — | — | |
| 16 | LIN | Linde plc | Stock-Materials | 0.88% | +0.01% | — | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 0.82% | -0.03% | — | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 0.75% | -0.12% | — | |
| 19 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.66% | +0.06% | — | |
| 20 | AME | Ametek Inc | Stock-Industrials | 0.49% | +0.04% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.14% | — | |
| 22 | RSG | Republic Services Inc | Stock-Industrials | 0.46% | -0.03% | — | |
| 23 | WAT | Waters CORP | Stock-Healthcare | 0.40% | +0.07% | — | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.40% | -0.08% | — | |
| 25 | ECL | Ecolab Inc | Stock-Materials | 0.37% | — | — | |
| 26 | ROP | Roper Technologies Inc | Stock-Tech | 0.32% | -0.06% | -10.03% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.31% | -0.03% | — | |
| 28 | J | Jacobs Solutions Inc | Stock-Industrials | 0.30% | -0.04% | -6.42% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.01% | — | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.22% | -0.01% | — | |
| 31 | FTV | Fortive CORP | Stock-Tech | 0.20% | +0.01% | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.03% | -11.12% | |
| 33 | BN | Brookfield CORP | Stock-Financials | 0.19% | +0.01% | — | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.18% | -0.05% | -6.89% | |
| 35 | SOLV | Solventum CORP | Stock-Healthcare | 0.18% | -0.06% | -33.69% | |
| 36 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.16% | — | — | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.15% | — | — | |
| 38 | VHT | Vanguard Health Care ETF | ETF-Other | 0.14% | -0.09% | -43.86% | |
| 39 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.13% | -0.03% | — | |
| 40 | VLTO | Veralto CORP | Stock-Industrials | 0.13% | — | — | |
| 41 | CI | THE Cigna Group | Stock-Healthcare | 0.12% | — | — | |
| 42 | RAL | Ralliant CORP | Stock-Tech | 0.10% | +0.04% | — | |
| 43 | VRSN | Verisign Inc | Stock-Tech | 0.10% | — | — | |
| 44 | TDG | Transdigm Group Inc | Stock-Industrials | 0.09% | +0.01% | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | -0.01% | — | |
| 46 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.08% | — | — | |
| 47 | VNT | Vontier CORP | Stock-Tech | 0.08% | -0.02% | — | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.08% | +0.01% | — | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.07% | +0.01% | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.06% | — | — |
1–50 of 76
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 76 | $1.5B | 7 | ||
| 2026 Q1 | 78 | $1.5B | 9 | ||
| 2025 Q4 | 80 | $1.5B | 6 | ||
| 2025 Q3 | 77 | $1.5B | 12 | ||
| 2025 Q2 | 76 | $1.4B | 0 | ||
| 2025 Q1 | 71 | $1.5B | 100 | ||
| 2024 Q4 | 71 | $1.4B | 0 | ||
| 2024 Q3 | 71 | $1.4B | 0 | ||
| 2024 Q2 | 69 | $1.3B | 0 | ||
| 2024 Q1 | 65 | $1.3B | 0 | ||
| 2023 Q4 | 62 | $1.1B | 0 | ||
| 2023 Q3 | 58 | $1.0B | 0 | ||
| 2023 Q2 | 57 | $1.0B | 0 | ||
| 2023 Q1 | 57 | $957.1M | 0 | ||
| 2022 Q4 | 57 | $941.0M | 0 | ||
| 2022 Q3 | 53 | $820.3M | 0 | ||
| 2022 Q2 | 54 | $757.8M | 0 | ||
| 2022 Q1 | 48 | $995.3M | 0 | ||
| 2021 Q4 | 46 | $914.6M | 0 | ||
| 2021 Q2 | 45 | $815.2M | 100 | ||
| 2021 Q1 | 42 | $743.3M | 13 | ||
| 2020 Q4 | 43 | $682.3M | 14 | ||
| 2020 Q3 | 38 | $595.1M | 15 | ||
| 2020 Q2 | 38 | $518.2M | 11 | ||
| 2020 Q1 | 36 | $468.2M | 23 | ||
| 2019 Q4 | 47 | $566.7M | 19 | ||
| 2019 Q3 | 52 | $483.9M | 8 | ||
| 2019 Q2 | 54 | $457.4M | 13 | ||
| 2019 Q1 | 54 | $451.4M | 9 | ||
| 2018 Q4 | 54 | $431.8M | 17 | ||
| 2018 Q3 | 52 | $429.6M | 23 | ||
| 2018 Q2 | 50 | $385.3M | 13 | ||
| 2018 Q1 | 53 | $381.0M | 5 | ||
| 2017 Q4 | 49 | $384.9M | 12 | ||
| 2017 Q3 | 37 | $340.9M | 8 | ||
| 2017 Q2 | 32 | $319.0M | 18 | ||
| 2017 Q1 | 29 | $345.4M | 5 | ||
| 2016 Q4 | 27 | $329.8M | 28 | ||
| 2016 Q3 | 35 | $379.9M | 11 | ||
| 2016 Q2 | 39 | $406.8M | 15 | ||
| 2016 Q1 | 36 | $425.9M | 11 | ||
| 2015 Q4 | 32 | $388.6M | 7 | ||
| 2015 Q3 | 30 | $375.6M | 32 | ||
| 2015 Q2 | 34 | $458.9M | 11 | ||
| 2015 Q1 | 38 | $499.1M | 11 | ||
| 2014 Q4 | 38 | $542.3M | 10 | ||
| 2014 Q3 | 39 | $537.3M | 17 | ||
| 2014 Q2 | 40 | $632.4M | 8 | ||
| 2014 Q1 | 39 | $595.6M | 16 | ||
| 2013 Q4 | 39 | $589.3M | 13 | ||
| 2013 Q3 | 37 | $524.5M | 21 | ||
| 2013 Q2 | 34 | $439.5M | — |
Holding changes this quarter
Hikari Tsushin, Inc.'s most significant position changes for 2026-06-30: Sold out: Ishares 20+ Year Treasury Bd (TLT); Sold out: Global X Uranium ETF (URA); Trim: Alphabet Inc-cl A (GOOGL) — shares -4.57%; Add: Zoetis Inc (ZTS) — shares +24.18%; Trim: Vanguard S&p 500 ETF (VOO) — shares -19.17%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.6% | -4.57% | Trim |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | Unchanged |
| 3 | V | Visa Inc-class A Shares | +0.2% | — | Unchanged |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +13.32% | Add |
| 5 | ABBV | Abbvie Inc | +0.1% | -3.35% | Trim |
| 6 | WAT | Waters CORP | +0.1% | — | Unchanged |
| 7 | BHP | Bhp Group Ltd-spon Adr | +0.1% | — | Unchanged |
| 8 | GLD | Spdr Gold Shares | +0.1% | +360.00% | Add |
| 9 | AME | Ametek Inc | 0% | — | Unchanged |
| 10 | RAL | Ralliant CORP | 0% | — | Unchanged |
| 11 | LIN | Linde plc | 0% | — | Unchanged |
| 12 | FTV | Fortive CORP | 0% | — | Unchanged |
| 13 | NVO | Novo-nordisk A/s-spons Adr | 0% | — | Unchanged |
| 14 | TDG | Transdigm Group Inc | 0% | — | Unchanged |
| 15 | CSD | Invesco S&p Spin-off ETF | 0% | — | Unchanged |
| 16 | LEVI | Levi Strauss & Co- Class A | 0% | — | Unchanged |
| 17 | BN | Brookfield CORP | 0% | — | Unchanged |
| 18 | A | Agilent Technologies Inc | 0% | — | Unchanged |
| 19 | VPL | Vanguard Ftse Pacific ETF | 0% | — | Unchanged |
| 20 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 21 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 22 | EWBC | East West Bancorp Inc | 0% | — | Unchanged |
| 23 | TNET | Trinet Group Inc | 0% | — | Unchanged |
| 24 | MCO | Moody's CORP | — | — | Unchanged |
| 25 | ECL | Ecolab Inc | — | — | Unchanged |
| 26 | ADP | Automatic Data Processing | — | — | Unchanged |
| 27 | VWO | Vanguard Ftse Emerging Marke | — | — | Unchanged |
| 28 | MOH | Molina Healthcare Inc | — | — | Unchanged |
| 29 | CI | THE Cigna Group | — | — | Unchanged |
| 30 | UNH | Unitedhealth Group Inc | — | — | Unchanged |
| 31 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 32 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 33 | IBB | Ishares Biotechnology ETF | — | — | Unchanged |
| 34 | VEEV | Veeva Systems Inc-class A | — | — | Unchanged |
| 35 | VRSN | Verisign Inc | — | — | Unchanged |
| 36 | RPRX | Royalty Pharma plc | — | — | Unchanged |
| 37 | ALSN | Allison Transmission Holding | — | — | Unchanged |
| 38 | MTD | Mettler-toledo International | — | — | Unchanged |
| 39 | VLTO | Veralto CORP | — | — | Unchanged |
| 40 | OGN | Organon & Co | — | — | Unchanged |
| 41 | UG | United Guardian Inc | — | — | Unchanged |
| 42 | MDLZ | Mondelez International Inc-a | — | — | Unchanged |
| 43 | AMGN | Amgen Inc | — | — | Unchanged |
| 44 | WDS | Woodside Energy Group-adr | 0% | — | Unchanged |
| 45 | PPLT | Abrdn Physical Platinum Shrs | 0% | +900.00% | Add |
| 46 | NTR | Nutrien LTD | 0% | — | Unchanged |
| 47 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 48 | VGIT | Vanguard Intermediate-term T | 0% | — | Unchanged |
| 49 | BDX | Becton Dickinson And Co | 0% | +0.69% | Add |
| 50 | MSFT | Microsoft CORP | 0% | — | Unchanged |
1–50 of 78
Filing History
FAQ
What is Hikari Tsushin, Inc. and what type of investor is it?
Hikari Tsushin, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.5B, spread across 76 disclosed positions.
What are Hikari Tsushin, Inc.'s largest equity positions?
Based on the latest 13F filing, Hikari Tsushin, Inc.'s top holdings by market value are:
1. Berkshire Hathaway Inc-cl A (BRK-A) — $844.0M (56.0%)
2. Alphabet Inc-cl A (GOOGL) — $189.0M (12.6%)
3. Invesco Senior Loan ETF (BKLN) — $50.6M (3.4%)
4. Visa Inc-class A Shares (V) — $35.2M (2.3%)
5. Johnson & Johnson (JNJ) — $27.7M (1.8%)
What changes did Hikari Tsushin, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Hikari Tsushin, Inc. made 20 notable position adjustments: 0 new positions were initiated, 6 existing holdings were added to, 12 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Ishares 20+ Year Treasury Bd (TLT); Sold out: Global X Uranium ETF (URA); Trim: Alphabet Inc-cl A (GOOGL) — shares -4.57%; Add: Zoetis Inc (ZTS) — shares +24.18%; Trim: Vanguard S&p 500 ETF (VOO) — shares -19.17%
What sectors does Hikari Tsushin, Inc. focus on?
Hikari Tsushin, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 37.5%
• Health Care: 24.9%
• Financials: 10.6%
• Industrials: 10.5%
• Materials: 5.8%
• Energy: 5.3%
Investment Profile
Hikari Tsushin, Inc.'s portfolio is concentrated and long-term-holding, with 37.5% of the portfolio concentrated in Communication Services.
It has added to its BRK-B position over the past two quarters (+$4.0M, now $18.0M), while trimming VOO over the same stretch (-$11.0M, still holding $25.2M).
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Developer Access
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REST API
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