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 | $809.3M | 55.80% | — | — | $718140.00 | — |
| 2 | GOOGL | ALPHABET INC-CL A | Communication Services | 554,232.0 | $159.4M | 10.99% | -22K | -3.8% | $287.56 | +35.2% |
| 3 | BKLN | INVESCO SENIOR LOAN ETF | — | 2,483,848.0 | $50.7M | 3.50% | — | — | $20.41 | +0.3% |
| 4 | V | VISA INC-CLASS A SHARES | Financial Services | 102,555.0 | $31.0M | 2.14% | — | — | $302.24 | +8.0% |
| 5 | JNJ | JOHNSON AND JOHNSON | Healthcare | 117,095.0 | $28.6M | 1.97% | -12K | -9.4% | $244.44 | -5.8% |
| 6 | HYG | ISHARES IBOXX HIGH YLD CORP | — | 343,165.0 | $27.3M | 1.88% | — | — | $79.56 | +0.8% |
| 7 | VOO | VANGUARD S AND P 500 ETF | — | 45,415.0 | $27.1M | 1.87% | -12K | -21.4% | $597.55 | +15.5% |
| 8 | FTSL | FIRST TRUST SENIOR LOAN ETF | — | 570,196.0 | $25.5M | 1.76% | — | — | $44.80 | +0.3% |
| 9 | ABBV | ABBVIE INC | Healthcare | 104,963.0 | $22.8M | 1.57% | — | — | $217.49 | -2.0% |
| 10 | ZTS | ZOETIS INC | Healthcare | 188,125.0 | $22.2M | 1.53% | +24K | +14.5% | $118.21 | -31.2% |
| 11 | PSX | PHILLIPS 66 | Energy | 116,848.0 | $21.3M | 1.47% | -1K | -1.1% | $182.18 | -4.6% |
| 12 | LMT | LOCKHEED MARTIN CORP | Industrials | 29,045.0 | $17.6M | 1.21% | — | — | $604.39 | -11.8% |
| 13 | — | BERKSHIRE HATHAWAY INC-CL B | — | 31,780.0 | $15.2M | 1.05% | +4K | +14.0% | $479.20 | — |
| 14 | MMM | 3M CO | Industrials | 102,018.0 | $14.8M | 1.02% | -12K | -10.2% | $145.23 | +6.1% |
| 15 | MCO | MOODY'S CORP | Financial Services | 31,689.0 | $13.8M | 0.95% | — | — | $436.25 | +3.4% |
| 16 | LIN | LINDE PLC | Basic Materials | 25,500.0 | $12.6M | 0.87% | — | — | $495.76 | +3.9% |
| 17 | MDT | MEDTRONIC PLC | Healthcare | 144,952.0 | $12.6M | 0.87% | — | — | $86.65 | -10.4% |
| 18 | DHR | DANAHER CORP | Healthcare | 64,712.0 | $12.3M | 0.85% | — | — | $189.60 | -8.9% |
| 19 | XOM | EXXON MOBIL CORP | Energy | 51,986.0 | $8.8M | 0.61% | — | — | $169.66 | -8.7% |
| 20 | BHP | BHP GROUP LTD-SPON ADR | Basic Materials | 119,021.0 | $8.7M | 0.60% | — | — | $72.74 | +18.9% |
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
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%