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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 GOOGL ALPHABET INC-CL A Communication Services 528,907.0 $189.0M 12.55% -25K -4.6% $357.37 -3.7%
2 JNJ JOHNSON AND JOHNSON Healthcare 109,067.0 $27.7M 1.84% -8K -6.9% $253.97 +3.3%
3 ABBV ABBVIE INC Healthcare 101,443.0 $25.5M 1.70% -4K -3.4% $251.64 -0.5%
4 VOO VANGUARD S AND P 500 ETF 36,709.0 $25.2M 1.67% -9K -19.2% $686.81 +3.4%
5 PSX PHILLIPS 66 Energy 114,729.0 $19.4M 1.29% -2K -1.8% $169.05 +42.3%
6 MMM 3M CO Industrials 93,406.0 $15.1M 1.00% -9K -8.4% $161.91 +11.3%
7 ROP ROPER TECHNOLOGIES INC Industrials 14,035.0 $4.7M 0.32% -2K -10.0% $338.39 +15.2%
8 J JACOBS SOLUTIONS INC Industrials 35,985.0 $4.5M 0.30% -2K -6.4% $126.00 +14.0%
9 PG PROCTER AND GAMBLE CO Consumer Defensive 20,525.0 $3.0M 0.20% -3K -11.1% $146.64 -2.4%
10 ABT ABBOTT LABORATORIES Healthcare 30,604.0 $2.8M 0.18% -2K -6.9% $90.74 +21.6%
11 SOLV SOLVENTUM CORP Healthcare 35,220.0 $2.7M 0.18% -18K -33.7% $77.15 +12.5%
12 VHT VANGUARD HEALTH CARE ETF 6,967.0 $2.1M 0.14% -5K -43.9% $299.01 +5.1%

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%