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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 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 51,986.0 $7.1M 0.47% $136.72 +20.2%
22 RSG REPUBLIC SERVICES INC Industrials 32,200.0 $6.9M 0.46% $213.08 +2.3%
23 WAT WATERS CORPORATION Healthcare 16,246.0 $6.1M 0.40% $375.04 +7.8%
24 ISRG INTUITIVE SURGICAL INC Healthcare 15,185.0 $6.0M 0.40% $397.68 -0.3%
25 ECL ECOLAB INC Basic Materials 20,144.0 $5.6M 0.37% $278.61 +0.5%
26 ROP ROPER TECHNOLOGIES INC Industrials 14,035.0 $4.7M 0.32% -2K -10.0% $338.39 +17.9%
27 BMY BRISTOL-MYERS SQUIBB CO Healthcare 81,141.0 $4.7M 0.31% $57.62 +14.9%
28 J JACOBS SOLUTIONS INC Industrials 35,985.0 $4.5M 0.30% -2K -6.4% $126.00 +14.5%
29 MSFT MICROSOFT CORP Technology 9,794.0 $3.7M 0.24% $373.02 +29.1%
30 VGIT VANGUARD INTERMEDIATE-TERM T 54,954.0 $3.2M 0.21% $58.98 -1.0%
31 FTV FORTIVE CORP Technology 49,400.0 $3.0M 0.20% $61.09 -0.9%
32 PG PROCTER AND GAMBLE CO Consumer Defensive 20,525.0 $3.0M 0.20% -3K -11.1% $146.64 -2.1%
33 BN BROOKFIELD CORP Financial Services 65,646.0 $2.8M 0.19% $42.59 -1.2%
34 ABT ABBOTT LABORATORIES Healthcare 30,604.0 $2.8M 0.18% -2K -6.9% $90.74 +24.3%
35 SOLV SOLVENTUM CORP Healthcare 35,220.0 $2.7M 0.18% -18K -33.7% $77.15 +14.0%
36 VEEV VEEVA SYSTEMS INC-CLASS A Healthcare 13,562.0 $2.4M 0.16% $177.47 +38.1%
37 ADP AUTOMATIC DATA PROCESSING INC Industrials 10,400.0 $2.3M 0.15% $223.95 +22.2%
38 VHT VANGUARD HEALTH CARE ETF 6,967.0 $2.1M 0.14% -5K -43.9% $299.01 +6.6%
39 JKHY JACK HENRY AND ASSOCIATES INC Technology 14,382.0 $2.0M 0.13% $137.74 +12.1%
40 VLTO VERALTO CORP Industrials 21,546.0 $1.9M 0.13% $88.68 +10.1%
Page 2 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%