HT

Hikari Tsushin, Inc.

Concentrated strategyMomentum followerLong-term holder

Total reported value

$1.5B

Reporting period: 2026-03-31 · Number of holdings: 78

Hikari Tsushin, Inc. disclosed 78 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 8.7%.

Personality snowflake

Concentration
100
Portfolio Stability
8.66
Momentum/Contrarian
100
Sector conviction
63.45
Diversification
100
Sizing Uniformity
50.09

Recent moves

  • Trim GOOGL

    -3.8%　-$20.9M

  • Trim VOO

    -21.4%　-$9.1M

  • Add PSX

    -1.1%　$6.0M

  • Add BRK-A

    0.0%　-$41.3M

  • Add LMT

    0.0%　$3.5M

  • Add JNJ

    -9.4%　$1.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BRK-ABerkshire Hathaway Inc-cl AStock-Other55.80%+0.39%—
2GOOGLAlphabet Inc-cl AStock-Comm Services10.99%-0.75%-3.77%
3BKLNInvesco Senior Loan ETFETF-Other3.49%+0.09%—
4VVisa Inc-class A SharesStock-Financials2.14%-0.20%—
5JNJJohnson & JohnsonStock-Healthcare1.97%+0.23%-9.37%
6HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-High Yield1.88%+0.08%—
7VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.87%-0.49%-21.37%
8FTSLFirst Trust Senior Loan ETFETF-Other1.76%+0.06%—
9ABBVAbbvie INCStock-Healthcare1.57%+0.01%—
10ZTSZoetis INCStock-Healthcare1.53%+0.18%+14.54%
11PSXPhillips 66Stock-Energy1.47%+0.48%-1.15%
12LMTLockheed Martin CORPStock-Industrials1.21%+0.29%—
13BRK-BBerkshire Hathaway Inc-cl BStock-Other1.05%+0.14%+14.00%
14MMM3m CoStock-Industrials1.02%-0.16%-10.17%
15MCOMoody's CORPStock-Financials0.95%-0.10%—
16LINLinde plcStock-Materials0.87%+0.16%—
17MDTMedtronic plcStock-Healthcare0.87%-0.04%—
18DHRDanaher CORPStock-Healthcare0.85%-0.11%—
19XOMExxon Mobil CORPStock-Energy0.61%+0.20%—
20BHPBhp Group Ltd-spon AdrStock-Materials0.60%+0.13%—
21RSGRepublic Services INCStock-Industrials0.49%+0.05%—
22ISRGIntuitive Surgical INCStock-Healthcare0.48%-0.12%-7.15%
23AMEAmetek INCStock-Industrials0.45%+0.04%—
24ROPRoper Technologies INCStock-Tech0.38%-0.07%—
25ECLEcolab INCStock-Materials0.37%——
26BMYBristol-myers Squibb CoStock-Healthcare0.34%+0.05%—
27JJacobs Solutions INCStock-Industrials0.34%+0.01%—
28WATWaters CORPStock-Healthcare0.33%-0.18%-20.97%
29MSFTMicrosoft CORPStock-Tech0.25%-0.07%-4.76%
30SOLVSolventum CORPStock-Healthcare0.24%-0.05%-5.46%
31VHTVanguard Health Care ETFETF-Other0.23%-0.13%-34.74%
32ABTAbbott LaboratoriesStock-Healthcare0.23%-0.04%—
33PGProcter & Gamble Co/theStock-Consumer Staples0.23%-0.02%-12.89%
34VGITVanguard Intermediate-term TETF-Other0.23%——
35TLTIshares 20+ Year Treasury BdETF-Gov Bonds0.21%——
36FTVFortive CORPStock-Tech0.19%——
37BNBrookfield CORPStock-Financials0.18%-0.02%—
38VEEVVeeva Systems Inc-class AStock-Healthcare0.16%-0.04%—
39JKHYJack Henry & Associates INCStock-Tech0.16%-0.01%—
40ADPAutomatic Data ProcessingStock-Tech0.15%-0.02%—
41VLTOVeralto CORPStock-Industrials0.13%-0.01%—
42CITHE Cigna GroupStock-Healthcare0.12%——
43VRSNVerisign INCStock-Tech0.10%——
44COSTCostco Wholesale CORPStock-Consumer Staples0.10%+0.02%—
45VNTVontier CORPStock-Tech0.10%——
46TDGTransdigm Group INCStock-Industrials0.08%-0.01%—
47MDLZMondelez International Inc-aStock-Consumer Staples0.08%——
48AMTMAmentum Holdings INCStock-Industrials0.08%-0.01%—
49TRMBTrimble INCStock-Tech0.08%-0.01%—
50MRKMerck & Co. INC.Stock-Healthcare0.07%——
1–50 of 78

Holding changes this quarter

Hikari Tsushin, Inc.'s most significant position changes for 2026-03-31: Sold out: Fonar CORP (FOA); Trim: Alphabet Inc-cl A (GOOGL) — shares -3.77%; Trim: Vanguard S&p 500 ETF (VOO) — shares -21.37%; Trim: Phillips 66 (PSX) — shares -1.15%; Trim: Johnson & Johnson (JNJ) — shares -9.37%.

Position changes disclosed by Hikari Tsushin, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1PSXPhillips 66+0.5%-1.15%Trim
2BRK-ABerkshire Hathaway Inc-cl A+0.4%—Unchanged
3LMTLockheed Martin CORP+0.3%—Unchanged
4JNJJohnson & Johnson+0.2%-9.37%Trim
5XOMExxon Mobil CORP+0.2%—Unchanged
6ZTSZoetis INC+0.2%+14.54%Add
7LINLinde plc+0.2%—Unchanged
8BRK-BBerkshire Hathaway Inc-cl B+0.1%+14.00%Add
9BHPBhp Group Ltd-spon Adr+0.1%—Unchanged
10BKLNInvesco Senior Loan ETF+0.1%—Unchanged
11HYGIshr Ibx Usd Hiyld Cb Etf-ui+0.1%—Unchanged
12FTSLFirst Trust Senior Loan ETF+0.1%—Unchanged
13BMYBristol-myers Squibb Co+0.1%—Unchanged
14RSGRepublic Services INC+0.1%—Unchanged
15AMEAmetek INC0%—Unchanged
16WDSWoodside Energy Group-adr0%—Unchanged
17COSTCostco Wholesale CORP0%—Unchanged
18NTRNutrien LTD0%—Unchanged
19ABBVAbbvie INC0%—Unchanged
20JJacobs Solutions INC0%—Unchanged
21CRMSalesforce INC—+18.08%Add
22WFCWells Fargo & Co——Unchanged
23JKHYJack Henry & Associates INC0%—Unchanged
24VLTOVeralto CORP0%—Unchanged
25TRMBTrimble INC0%—Unchanged
26RALRalliant CORP0%—Unchanged
27TDGTransdigm Group INC0%—Unchanged
28AAgilent Technologies INC0%—Unchanged
29AMTMAmentum Holdings INC0%—Unchanged
30ADPAutomatic Data Processing0%—Unchanged
31PGProcter & Gamble Co/the0%-12.89%Trim
32BNBrookfield CORP0%—Unchanged
33NVONovo-nordisk A/s-spons Adr0%—Unchanged
34PPLTAbrdn Physical Platinum Shrs0%-38.98%Trim
35MDTMedtronic plc0%—Unchanged
36ABTAbbott Laboratories0%—Unchanged
37VEEVVeeva Systems Inc-class A0%—Unchanged
38SOLVSolventum CORP-0.1%-5.46%Trim
39ROPRoper Technologies INC-0.1%—Unchanged
40MSFTMicrosoft CORP-0.1%-4.76%Trim
41MCOMoody's CORP-0.1%—Unchanged
42DHRDanaher CORP-0.1%—Unchanged
43ISRGIntuitive Surgical INC-0.1%-7.15%Trim
44VHTVanguard Health Care ETF-0.1%-34.74%Trim
45MMM3m Co-0.2%-10.17%Trim
46WATWaters CORP-0.2%-20.97%Trim
47VVisa Inc-class A Shares-0.2%—Unchanged
48VOOVanguard S&p 500 ETF-0.5%-21.37%Trim
49GOOGLAlphabet Inc-cl A-0.8%-3.77%Trim
50FOAFonar CORP—EXITSold out

FAQ

What is Hikari Tsushin, Inc. and what type of investor is it?
Hikari Tsushin, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.5B, spread across 78 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) — $809.3M (55.8%) 2. Alphabet Inc-cl A (GOOGL) — $159.4M (11.0%) 3. Invesco Senior Loan ETF (BKLN) — $50.7M (3.5%) 4. Visa Inc-class A Shares (V) — $31.0M (2.1%) 5. Johnson & Johnson (JNJ) — $28.6M (2.0%)
What changes did Hikari Tsushin, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Hikari Tsushin, Inc. made 16 notable position adjustments: 0 new positions were initiated, 3 existing holdings were added to, 12 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Fonar CORP (FOA); Trim: Alphabet Inc-cl A (GOOGL) — shares -3.77%; Trim: Vanguard S&p 500 ETF (VOO) — shares -21.37%; Trim: Phillips 66 (PSX) — shares -1.15%; Trim: Johnson & Johnson (JNJ) — shares -9.37%
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: 32.2% • Health Care: 26.4% • Financials: 12.9% • Industrials: 11.2% • Energy: 6.1% • Materials: 5.5%