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Portfolio (Quarterly) Guide ↗

Hikari Tsushin, Inc.

· CIK 0001423673
13F Portfolio $1.5B AUM 76 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 Added 12 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC-CL B 36,013.0 $18.0M 1.20% +4K +13.3% $500.39
2 ZTS ZOETIS INC Healthcare 233,617.0 $16.8M 1.11% +45K +24.2% $71.86 +1.5%
3 BDX BECTON DICKINSON AND CO Healthcare 6,149.0 $931K 0.06% +42.0 +0.7% $151.33 +20.3%
4 GLD SPDR GOLD SHARES Financial Services 2,300.0 $847K 0.06% +2K +360.0% $368.38 +10.1%
5 PPLT ABRDN PHYSICAL PLATINUM SHRS Financial Services 39,640.0 $560K 0.04% +36K +900.0% $14.13 +13.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 37.4%
Healthcare 24.8%
Industrials 11.9%
Financial Services 10.9%
Basic Materials 5.8%
Energy 5.4%
Technology 2.5%
Consumer Defensive 1.1%
Consumer Cyclical 0.2%