Portfolio (Quarterly)
Guide ↗
Hikari Tsushin, Inc.
· CIK 0001423673| # | 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% |
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%