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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
Page 1 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC-CL A 1,127.0 $844.0M 56.03% $748850.00
2 GOOGL ALPHABET INC-CL A Communication Services 528,907.0 $189.0M 12.55% -25K -4.6% $357.37 -4.0%
3 BKLN INVESCO SENIOR LOAN ETF 2,483,848.0 $50.6M 3.36% $20.37 +0.9%
4 V VISA INC-CLASS A SHARES Financial Services 102,555.0 $35.2M 2.34% $343.09 +6.4%
5 JNJ JOHNSON AND JOHNSON Healthcare 109,067.0 $27.7M 1.84% -8K -6.9% $253.97 +6.8%
6 HYG ISHARES IBOXX HIGH YLD CORP 343,165.0 $27.4M 1.82% $79.97 -0.6%
7 ABBV ABBVIE INC Healthcare 101,443.0 $25.5M 1.70% -4K -3.4% $251.64 +2.4%
8 FTSL FIRST TRUST SENIOR LOAN ETF 570,196.0 $25.5M 1.69% $44.75 +0.4%
9 VOO VANGUARD S AND P 500 ETF 36,709.0 $25.2M 1.67% -9K -19.2% $686.81 +2.8%
10 PSX PHILLIPS 66 Energy 114,729.0 $19.4M 1.29% -2K -1.8% $169.05 +42.4%
11 BERKSHIRE HATHAWAY INC-CL B 36,013.0 $18.0M 1.20% +4K +13.3% $500.39
12 ZTS ZOETIS INC Healthcare 233,617.0 $16.8M 1.11% +45K +24.2% $71.86 +2.5%
13 MMM 3M CO Industrials 93,406.0 $15.1M 1.00% -9K -8.4% $161.91 +11.9%
14 LMT LOCKHEED MARTIN CORP Industrials 29,045.0 $14.8M 0.98% $509.46 +19.4%
15 MCO MOODY'S CORP Financial Services 31,689.0 $14.4M 0.95% $452.92 +7.3%
16 LIN LINDE PLC Basic Materials 25,500.0 $13.2M 0.88% $518.94 -7.6%
17 DHR DANAHER CORP Healthcare 64,712.0 $12.3M 0.82% $190.48 +5.3%
18 MDT MEDTRONIC PLC Healthcare 144,952.0 $11.3M 0.75% $78.23 +18.3%
19 BHP BHP GROUP LTD-SPON ADR Basic Materials 119,021.0 $9.9M 0.66% $83.31 +6.0%
20 AME AMETEK INC Industrials 30,529.0 $7.4M 0.49% $241.94 +3.1%
Page 1 of 4  ·  76 positions

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%