Hikari Tsushin, Inc. — 13F Holdings & Portfolio

CIK 1423673 · latest 13F-HR filed 2026-08-12

Hikari Tsushin, Inc. manages $1.51B in 13F-reported U.S. long-equity assets across 76 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.A (56.03%), GOOGL (12.55%), BKLN (3.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 2, added to 30, and trimmed 22.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
HIKARI WEST GATE BLDG., 4F
1-4-10, NISHI IKEBUKURO, TOSHIMA KU,
TOKYO, M0 171-0021
Phone
81-3-5951-3746
Filing Manager
Hikari Tsushin, Inc.
TOKYO, M0
Signatory
Syoutarou Mafune
Section manager
Loading holdings…
AUM

$1.51B

Long-equity book

Holdings

76

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+0 / −2 / ↑30 / ↓22

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC-CL A$29.6M +18.6%
  • VISA INC-CLASS A SHARES$4.2M +13.5%
  • BERKSHIRE HATHAWAY INC-CL B$2.8M +18.3%
  • ABBVIE INC$2.7M +11.8%
  • BHP GROUP LTD-SPON ADR$1.3M +14.5%
Show all 30

Top Trims

  • ZOETIS INC-$5.5M -24.5%
  • LOCKHEED MARTIN CORP-$2.8M -15.7%
  • VANGUARD S AND P 500 ETF-$1.9M -7.1%
  • PHILLIPS 66-$1.9M -8.9%
  • EXXON MOBIL CORP-$1.7M -19.4%
Show all 22

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • ISHARES 20 YEAR TREASURY BD$3.0M
  • GLOBAL X URANIUM ETF$697.6K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC-CL A BRK.A 084670108 $844.0M 56.03% 1,127 SH
2 ALPHABET INC-CL A GOOGL 02079K305 $189.0M 12.55% 528,907 SH
3 INVESCO SENIOR LOAN ETF BKLN 46138G508 $50.6M 3.36% 2,483,848 SH
4 VISA INC-CLASS A SHARES V 92826C839 $35.2M 2.34% 102,555 SH
5 JOHNSON AND JOHNSON JNJ 478160104 $27.7M 1.84% 109,067 SH
6 ISHARES IBOXX HIGH YLD CORP HYG 464288513 $27.4M 1.82% 343,165 SH
7 ABBVIE INC ABBV 00287Y109 $25.5M 1.69% 101,443 SH
8 FIRST TRUST SENIOR LOAN ETF FTSL 33738D309 $25.5M 1.69% 570,196 SH
9 VANGUARD S AND P 500 ETF VOO 922908363 $25.2M 1.67% 36,709 SH
10 PHILLIPS 66 PSX 718546104 $19.4M 1.29% 114,729 SH
11 BERKSHIRE HATHAWAY INC-CL B BRK.B 084670702 $18.0M 1.20% 36,013 SH
12 ZOETIS INC ZTS 98978V103 $16.8M 1.11% 233,617 SH
13 3M CO MMM 88579Y101 $15.1M 1.00% 93,406 SH
14 LOCKHEED MARTIN CORP LMT 539830109 $14.8M 0.98% 29,045 SH
15 MOODY'S CORP MCO 615369105 $14.4M 0.95% 31,689 SH
16 LINDE PLC LIN G54950103 $13.2M 0.88% 25,500 SH
17 DANAHER CORP DHR 235851102 $12.3M 0.82% 64,712 SH
18 MEDTRONIC PLC MDT G5960L103 $11.3M 0.75% 144,952 SH
19 BHP GROUP LTD-SPON ADR BHP 088606108 $9.9M 0.66% 119,021 SH
20 AMETEK INC AME 031100100 $7.4M 0.49% 30,529 SH
21 EXXON MOBIL CORP XOM 30231G102 $7.1M 0.47% 51,986 SH
22 REPUBLIC SERVICES INC RSG 760759100 $6.9M 0.46% 32,200 SH
23 WATERS CORPORATION WAT 941848103 $6.1M 0.40% 16,246 SH
24 INTUITIVE SURGICAL INC ISRG 46120E602 $6.0M 0.40% 15,185 SH
25 ECOLAB INC ECL 278865100 $5.6M 0.37% 20,144 SH
26 ROPER TECHNOLOGIES INC ROP 776696106 $4.7M 0.32% 14,035 SH
27 BRISTOL-MYERS SQUIBB CO BMY 110122108 $4.7M 0.31% 81,141 SH
28 JACOBS SOLUTIONS INC J 46982L108 $4.5M 0.30% 35,985 SH
29 MICROSOFT CORP MSFT 594918104 $3.7M 0.24% 9,794 SH
30 VANGUARD INTERMEDIATE-TERM T VGIT 92206C706 $3.2M 0.22% 54,954 SH
31 FORTIVE CORP FTV 34959J108 $3.0M 0.20% 49,400 SH
32 PROCTER AND GAMBLE CO PG 742718109 $3.0M 0.20% 20,525 SH
33 BROOKFIELD CORP BN 11271J107 $2.8M 0.19% 65,646 SH
34 ABBOTT LABORATORIES ABT 002824100 $2.8M 0.18% 30,604 SH
35 SOLVENTUM CORP SOLV 83444M101 $2.7M 0.18% 35,220 SH
36 VEEVA SYSTEMS INC-CLASS A VEEV 922475108 $2.4M 0.16% 13,562 SH
37 AUTOMATIC DATA PROCESSING INC ADP 053015103 $2.3M 0.15% 10,400 SH
38 VANGUARD HEALTH CARE ETF VHT 92204A504 $2.1M 0.14% 6,967 SH
39 JACK HENRY AND ASSOCIATES INC JKHY 426281101 $2.0M 0.13% 14,382 SH
40 VERALTO CORP VLTO 92338C103 $1.9M 0.13% 21,546 SH
41 THE CIGNA CORP CI 125523100 $1.8M 0.12% 6,358 SH
42 RALLIANT CORP RAL 750940108 $1.6M 0.10% 21,075 SH
43 VERISIGN INC VRSN 92343E102 $1.5M 0.10% 5,901 SH
44 TRANSDIGM GROUP INC TDG 893641100 $1.4M 0.09% 1,060 SH
45 COSTCO WHOLESALE CORP COST 22160K105 $1.3M 0.09% 1,400 SH
46 MONDELEZ INTERNATIONAL INC-CL A MDLZ 609207105 $1.2M 0.08% 20,898 SH
47 VONTIER CORP VNT 928881101 $1.1M 0.08% 39,267 SH
48 MERCK AND CO INC MRK 58933Y105 $1.1M 0.08% 8,812 SH
49 NOVO NORDISK AS NVO 670100205 $1.1M 0.07% 23,512 SH
50 VANGUARD FTSE EMERGING MARKE VWO 922042858 $939.8K 0.06% 15,745 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $1.51B 76 0001423673-26-000004
2026-03-31 2026-05-13 $1.45B 78 0001423673-26-000002
2025-12-31 2026-02-12 $1.54B 80 0001423673-26-000001
2025-09-30 2025-11-12 $1.49B 77 0001423673-25-000005