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	Status
1	TLT	ISHARES 20 YEAR TREASURY BD	—	34,607	$3.0M	0.21%	SOLD
2	URA	GLOBAL X URANIUM ETF	—	14,405	$698K	0.05%	SOLD

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%