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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 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRM SALESFORCE INC Technology 4,298.0 $673K 0.04% $156.66 +21.9%
62 MTD METTLER-TOLEDO INTERNATIONAL Healthcare 482.0 $616K 0.04% $1277.51 +11.0%
63 LEVI LEVI STRAUSS AND CO- CLASS A Consumer Cyclical 24,500.0 $608K 0.04% $24.83 -9.1%
64 VPL VANGUARD FTSE PACIFIC ETF 4,931.0 $570K 0.04% $115.69 +1.3%
65 PPLT ABRDN PHYSICAL PLATINUM SHRS Financial Services 39,640.0 $560K 0.04% +36K +900.0% $14.13 +13.7%
66 ALSN ALLISON TRANSMISSION HOLDING Consumer Cyclical 2,500.0 $282K 0.02% $112.74 +12.7%
67 IBB ISHARES BIOTECHNOLOGY ETF 1,373.0 $261K 0.02% $190.19 +6.2%
68 EWBC EAST WEST BANCORP INC Financial Services 2,000.0 $258K 0.02% $129.09 +5.0%
69 QQQ INVESCO QQQ TRUST SERIES 1 Financial Services 302.0 $222K 0.01% $736.40 -0.9%
70 MOH MOLINA HEALTHCARE INC Healthcare 687.0 $157K 0.01% $228.70 -11.2%
71 UNH UNITEDHEALTH GROUP INC Healthcare 365.0 $152K 0.01% $415.63 -4.8%
72 RPRX ROYALTY PHARMA PLC Healthcare 2,220.0 $124K 0.01% $56.07 +6.0%
73 TNET TRINET GROUP INC Industrials 1,900.0 $94K 0.01% $49.49 +35.7%
74 AMGN AMGEN INC Healthcare 233.0 $84K 0.01% $362.12 +15.8%
75 UG UNITED GUARDIAN INC Consumer Defensive 9,500.0 $68K 0.01% $7.14 +0.1%
76 OGN ORGANON AND CO Healthcare 599.0 $8K 0.00% $13.54 +1.2%
Page 4 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%