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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 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CI THE CIGNA CORP Healthcare 6,358.0 $1.8M 0.12% $275.68 -0.1%
42 RALLIANT CORP 21,075.0 $1.6M 0.10% $73.63
43 VRSN VERISIGN INC Technology 5,901.0 $1.5M 0.10% $251.56 +8.4%
44 TDG TRANSDIGM GROUP INC Industrials 1,060.0 $1.4M 0.09% $1332.04 -7.1%
45 COST COSTCO WHOLESALE CORP Consumer Defensive 1,400.0 $1.3M 0.09% $935.47 +1.9%
46 MDLZ MONDELEZ INTERNATIONAL INC-CL A Consumer Defensive 20,898.0 $1.2M 0.08% $57.84 +7.5%
47 VNT VONTIER CORP Technology 39,267.0 $1.1M 0.08% $29.00 +11.5%
48 MRK MERCK AND CO INC Healthcare 8,812.0 $1.1M 0.07% $128.50 +5.8%
49 NVO NOVO NORDISK AS Healthcare 23,512.0 $1.1M 0.07% $47.94 -6.4%
50 VWO VANGUARD FTSE EMERGING MARKE 15,745.0 $940K 0.06% $59.69 +1.2%
51 AMTM AMENTUM HOLDINGS INC Industrials 45,403.0 $938K 0.06% $20.67 -1.2%
52 BDX BECTON DICKINSON AND CO Healthcare 6,149.0 $931K 0.06% +42.0 +0.7% $151.33 +20.3%
53 TRMB TRIMBLE INC Technology 17,728.0 $907K 0.06% $51.18 +8.8%
54 WFC WELLS FARGO AND CO Financial Services 10,631.0 $879K 0.06% $82.64 +5.9%
55 A AGILENT TECHNOLOGIES INC Healthcare 6,403.0 $851K 0.06% $132.83 +11.8%
56 GLD SPDR GOLD SHARES Financial Services 2,300.0 $847K 0.06% +2K +360.0% $368.38 +10.1%
57 CSD INVESCO S AND P SPIN-OFF ETF 4,903.0 $734K 0.05% $149.75 -7.1%
58 VIG VANGUARD DIVIDEND APPREC ETF 2,942.0 $696K 0.05% $236.62 +3.3%
59 WDS WOODSIDE ENERGY GROUP-ADR Energy 35,381.0 $684K 0.04% $19.32 +22.2%
60 NTR NUTRIEN LTD Basic Materials 10,800.0 $680K 0.04% $62.95 +8.5%
Page 3 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%