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Portfolio (Quarterly) Guide ↗

Hikari Tsushin, Inc.

· CIK 0001423673
13F Portfolio $1.5B AUM 78 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 Added 12 Reduced 2 Exited
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 URA GLOBAL X URANIUM ETF 14,405.0 $698K 0.05% $48.43 +5.0%
62 VIG VANGUARD DIVIDEND APPREC ETF 2,942.0 $633K 0.04% $215.06 +8.5%
63 MTD METTLER-TOLEDO INTERNATIONAL Healthcare 482.0 $608K 0.04% $1261.20 -12.7%
64 CSD INVESCO S AND P SPIN-OFF ETF 4,903.0 $552K 0.04% $112.67 +22.5%
65 VPL VANGUARD FTSE PACIFIC ETF 4,931.0 $482K 0.03% $97.73 +18.2%
66 LEVI LEVI STRAUSS AND CO- CLASS A Consumer Cyclical 24,500.0 $453K 0.03% $18.49 +24.6%
67 ALSN ALLISON TRANSMISSION HOLDING Consumer Cyclical 2,500.0 $293K 0.02% $117.06 -2.5%
68 IBB ISHARES BIOTECHNOLOGY ETF 1,373.0 $232K 0.02% $168.85 +0.3%
69 GLD SPDR GOLD SHARES Financial Services 500.0 $215K 0.01% $430.29 -3.8%
70 EWBC EAST WEST BANCORP INC Financial Services 2,000.0 $214K 0.01% $106.76 +16.8%
71 QQQ INVESCO QQQ TRUST SERIES 1 Financial Services 302.0 $174K 0.01% $577.18 +26.5%
72 RPRX ROYALTY PHARMA PLC Healthcare 2,220.0 $106K 0.01% $47.97 +12.3%
73 UNH UNITEDHEALTH GROUP INC Healthcare 365.0 $99K 0.01% $270.59 +39.3%
74 MOH MOLINA HEALTHCARE INC Healthcare 687.0 $92K 0.01% $133.30 +32.2%
75 AMGN AMGEN INC Healthcare 233.0 $82K 0.01% $351.85 -4.5%
76 TNET TRINET GROUP INC Industrials 1,900.0 $69K 0.01% $36.43 +16.6%
77 UG UNITED GUARDIAN INC Consumer Defensive 9,500.0 $64K 0.00% $6.70 +6.0%
78 OGN ORGANON AND CO Healthcare 599.0 $4K $5.99 +123.9%
Page 4 of 4  ·  78 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 33.1%
Healthcare 27.2%
Industrials 13.1%
Financial Services 10.3%
Energy 6.4%
Basic Materials 5.7%
Technology 2.8%
Consumer Defensive 1.2%
Consumer Cyclical 0.2%