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 | $850.7M | 55.41% | NEW | — | $754800.00 | — |
| 2 | GOOGL | ALPHABET INC-CL A | Communication Services | 575,922.0 | $180.3M | 11.74% | NEW | — | $313.00 | +24.2% |
| 3 | BKLN | INVESCO SENIOR LOAN ETF | — | 2,483,848.0 | $52.2M | 3.40% | NEW | — | $21.00 | -2.5% |
| 4 | VOO | VANGUARD S AND P 500 ETF | — | 57,755.0 | $36.2M | 2.36% | NEW | — | $627.13 | +10.0% |
| 5 | V | VISA INC-CLASS A SHARES | Financial Services | 102,555.0 | $36.0M | 2.34% | NEW | — | $350.71 | -6.9% |
| 6 | HYG | ISHARES IBOXX HIGH YLD CORP | — | 343,165.0 | $27.7M | 1.80% | NEW | — | $80.63 | -0.6% |
| 7 | JNJ | JOHNSON AND JOHNSON | Healthcare | 129,204.0 | $26.7M | 1.74% | NEW | — | $206.95 | +11.2% |
| 8 | FTSL | FIRST TRUST SENIOR LOAN ETF | — | 570,196.0 | $26.2M | 1.70% | NEW | — | $45.88 | -2.1% |
| 9 | ABBV | ABBVIE INC | Healthcare | 104,963.0 | $24.0M | 1.56% | NEW | — | $228.49 | -6.7% |
| 10 | ZTS | ZOETIS INC | Healthcare | 164,238.0 | $20.7M | 1.35% | NEW | — | $125.82 | -35.4% |
| 11 | MMM | 3M CO | Industrials | 113,567.0 | $18.2M | 1.18% | NEW | — | $160.10 | -3.8% |
| 12 | MCO | MOODY'S CORP | Financial Services | 31,689.0 | $16.2M | 1.05% | NEW | — | $510.85 | -11.7% |
| 13 | PSX | PHILLIPS 66 | Energy | 118,202.0 | $15.3M | 0.99% | NEW | — | $129.04 | +34.7% |
| 14 | DHR | DANAHER CORP | Healthcare | 64,712.0 | $14.8M | 0.96% | NEW | — | $228.92 | -24.5% |
| 15 | LMT | LOCKHEED MARTIN CORP | Industrials | 29,045.0 | $14.0M | 0.92% | NEW | — | $483.67 | +10.2% |
| 16 | — | BERKSHIRE HATHAWAY INC-CL B | — | 27,878.0 | $14.0M | 0.91% | NEW | — | $502.65 | — |
| 17 | MDT | MEDTRONIC PLC | Healthcare | 144,952.0 | $13.9M | 0.91% | NEW | — | $96.06 | -19.2% |
| 18 | LIN | LINDE PLC | Basic Materials | 25,500.0 | $10.9M | 0.71% | NEW | — | $426.39 | +20.8% |
| 19 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 16,355.0 | $9.3M | 0.60% | NEW | — | $566.36 | -22.9% |
| 20 | WAT | WATERS CORPORATION | Healthcare | 20,556.0 | $7.8M | 0.51% | NEW | — | $379.83 | -9.9% |
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
35.2%
Healthcare
27.4%
Industrials
12.7%
Financial Services
11.3%
Basic Materials
4.7%
Energy
4.3%
Technology
3.0%
Consumer Defensive
1.2%
Consumer Cyclical
0.2%