Institutional Manager · CIK 0001423673
Hikari Tsushin, Inc.
TOKYO, M0 · File #028-12648
Latest AUM
$1.54B
Positions
80
Top-10 Concentration
84.2%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | ZOETIS INC | ZTS | +122,744 | +$15.4M | -$850,627 |
| REDUCE | VANGUARD S AND P 500 ETF | 922908363 | -8,085 | -$5.1M | +$971,140 |
| REDUCE | ALPHABET INC-CL A | GOOG | -11,926 | -$3.7M | +$41.1M |
| REDUCE | 3M CO | MMM | -22,020 | -$3.5M | +$667,088 |
| EXITED | ALTRIA GROUP INC | 02209S103 | -28,805 | -$1.9M | $0 |
| REDUCE | JOHNSON AND JOHNSON | JNJ | -7,714 | -$1.6M | +$2.9M |
| ADD | BROOKFIELD CORP | 11271J107 | +21,882 | +$1.0M | +$7,440 |
| NEW | SALESFORCE INC | CRM | +3,634 | +$962,683 | $0 |
| NEW | BECTON DICKINSON AND CO | BDX | +6,107 | +$932,026 | $0 |
| REDUCE | WATERS CORPORATION | 941848103 | -2,441 | -$927,165 | +$1.8M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202580 pos · $1.54B
- 13F HOLDINGS REPORTQ/E Sep 202577 pos · $1.49B
- 13F HOLDINGS REPORTQ/E Jun 202576 pos · $1.42B
- 13F HOLDINGS REPORTQ/E Mar 202571 pos · $1.49B
- 13F HOLDINGS REPORTQ/E Dec 202471 pos · $1.38B
- 13F HOLDINGS REPORTQ/E Sep 202471 pos · $1.41B
- 13F HOLDINGS REPORTQ/E Jun 202469 pos · $1.29B
- 13F HOLDINGS REPORTQ/E Mar 202465 pos · $1.26B
- 13F HOLDINGS REPORTQ/E Dec 202358 pos · $1.03B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC-CL A | BRK-A | 1,127 | $850.7M | 55.93% |
| 2 | ALPHABET INC-CL A | GOOG | 575,922 | $180.3M | 11.85% |
| 3 | INVESCO SENIOR LOAN ETF | IVZ | 2,483,848 | $52.2M | 3.43% |
| 4 | VANGUARD S AND P 500 ETF | 922908363 | 57,755 | $36.2M | 2.38% |
| 5 | VISA INC-CLASS A SHARES | V | 102,555 | $36.0M | 2.37% |
| 6 | ISHARES IBOXX HIGH YLD CORP | 464288513 | 343,165 | $27.7M | 1.82% |
| 7 | JOHNSON AND JOHNSON | JNJ | 129,204 | $26.7M | 1.76% |
| 8 | FIRST TRUST SENIOR LOAN ETF | 33738D309 | 570,196 | $26.2M | 1.72% |
| 9 | ABBVIE INC | ABBV | 104,963 | $24.0M | 1.58% |
| 10 | ZOETIS INC | ZTS | 164,238 | $20.7M | 1.36% |
| 11 | 3M CO | MMM | 113,567 | $18.2M | 1.20% |
| 12 | MOODY'S CORP | MCO | 31,689 | $16.2M | 1.06% |
| 13 | PHILLIPS 66 | PSX | 118,202 | $15.3M | 1.00% |
| 14 | DANAHER CORP | 235851102 | 64,712 | $14.8M | 0.97% |
| 15 | LOCKHEED MARTIN CORP | LMT | 29,045 | $14.0M | 0.92% |
| 16 | BERKSHIRE HATHAWAY INC-CL B | BRK-A | 27,878 | $14.0M | 0.92% |
| 17 | MEDTRONIC PLC | MDT | 144,952 | $13.9M | 0.92% |
| 18 | LINDE PLC | LIN | 25,500 | $10.9M | 0.71% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 16,355 | $9.3M | 0.61% |
| 20 | WATERS CORPORATION | 941848103 | 20,556 | $7.8M | 0.51% |