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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 1 of 4  ·  78 positions
# 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%
Page 1 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%