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 and exited 2; 30 existing positions rose in reported value and 22 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-12
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 84.3%Cumulative share of the portfolio held in the largest N positions.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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%
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%
Hikari Tsushin, Inc. Holdings (2026-06-30)
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 |
| 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 |
1-4-10, NISHI IKEBUKURO, TOSHIMA KU,
TOKYO, M0 171-0021