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Hikari Tsushin, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1423673
Institutional-grade research for retail investors

Sector Allocation

  • Financials64.0%$964.7M
  • Technology14.1%$211.8M
  • Healthcare9.2%$138.0M
  • Other5.8%$86.9M
  • Industrials2.1%$32.5M
  • Materials1.9%$29.4M
  • Energy1.8%$27.2M
  • Utilities0.5%$6.9M
  • Consumer Staples0.4%$5.6M
  • Real Estate0.2%$2.8M

AUM History

13fpro.ai/research/fund/hikari-tsushin-inc-1423673

Conviction and streaks

Concentrating · top 10 = 84.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

BRK-A$BRK-AConviction hold56.0% weight · held 10 quartersGOOG$GOOGConviction hold12.6% weight · held 10 quartersIVZ$IVZConviction hold3.4% weight · held 10 quartersV$VConviction hold2.3% weight · held 10 quartersJNJ$JNJConviction hold1.8% weight · held 10 quartersZTS$ZTSAccumulating+2997% shares · 4 quarters runningBRK-A$BRK-AAccumulating+29% shares · 2 quarters runningCRM$CRMAccumulating+18% shares · 2 quarters runningGOOG$GOOGTrimming-26% shares · 8 quarters running$Trimming-59% shares · 6 quarters runningMMM$MMMTrimming-60% shares · 6 quarters runningJNJ$JNJTrimming-20% shares · 3 quarters runningPSX$PSXTrimming-8% shares · 3 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/hikari-tsushin-inc-1423673

Hikari Tsushin, Inc. 13F holdings — Q2 2026

$1.5B portfolio (+3.9% QoQ) · 76 holdings · Q2 2026 13F · top 10 are 84% of the stock portfolio

All holdings — Hikari Tsushin, Inc. (Q2 2026)

76 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$18.0M+13%
ZTS$ZTSZoetis Inc.$16.8M+24%
MMM$MMM3M CO$15.1M-8%
LMT$LMTLOCKHEED MARTIN CORP$14.8M—
MCO$MCOMOODYS CORP /DE/$14.4M—
LIN$LINLINDE PLC$13.2M—
DHR$DHRDANAHER CORP /DE/$12.3M—
MDT$MDTMedtronic plc$11.3M—
BHP$BHPBHP Group Ltdadr$9.9M—
AME$AMEAMETEK INC/$7.4M—
XOM.R34088$XOM.R34088EXXON MOBIL CORP$7.1M—
RSG$RSGREPUBLIC SERVICES, INC.$6.9M—
WAT$WATWATERS CORP /DE/$6.1M—
ISRG$ISRGINTUITIVE SURGICAL INC$6.0M—
ECL$ECLECOLAB INC.$5.6M—

What changed in Q2 2026

Against the previous quarter's 13F: 0 new, 6 added to, 12 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.

New positions (0)

No new positions this quarter.

Added to (6)

  • ZTS$ZTSZoetis Inc.+24%

    now $16.8M · held 5 qtrs, 5 adds in a row

  • BRK.B$BRK.BBERKSHIRE HATHAWAY INC+13%

    now $18.0M · held 10+ qtrs, 2 adds in a row

  • GLD$GLDSPDR GOLD TRUST+360%

    now $847K · held 3 qtrs

  • PPLT$PPLTabrdn Platinum ETF Trust+900%

    now $560K · held 5 qtrs

  • BDX$BDXBECTON DICKINSON & CO+0.7%

    now $931K · held 3 qtrs

  • CRM$CRMSalesforce, Inc.+0.2%

    now $673K · held 3 qtrs

Trimmed (12)

  • GOOGL$GOOGLAlphabet Inc.-5%

    now $189.0M · held 10+ qtrs, 3 trims in a row

  • VANGUARD S AND P 500 ETF - COMMON-19%

    now $25.2M

  • JNJ$JNJJOHNSON & JOHNSON-7%

    now $27.7M · held 10+ qtrs, 3 trims in a row

  • VANGUARD HEALTH CARE ETF - COMMON-44%

    now $2.1M

  • MMM$MMM3M CO-8%

    now $15.1M · held 10+ qtrs, 6 trims in a row

  • SOLV$SOLVSolventum Corp-34%

    now $2.7M · held 9 qtrs, 2 trims in a row

+6 more in the Excel export

Sold out (2)

  • ISHARES 20 YEAR TREASURY BDwas $3.0M
  • YMM$YMMFull Truck Alliance Co. Ltd.was $698K

    held 4 qtrs

Share

Holdings by quarter

Every 13F Hikari Tsushin, Inc. has filed, 40 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Hikari Tsushin?

Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of Hikari Tsushin's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-1.7%

Value-weighted move of the 10 largest stock positions

Turnover

0%

Last quarter; 2% over the last 4

Top 10 weight

84%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

100%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Hikari Tsushin, Inc. disclosed 76 positions worth $1.5B in its Form 13F-HR for Q2 2026, led by $BRK.A (BERKSHIRE HATHAWAY INC) at 56.0% of the equity portfolio, followed by $GOOGL and $IVZ. During the quarter the fund opened 0 new positions and exited 2. The portfolio is most concentrated in Financials (64.0% of disclosed assets). All figures are sourced directly from Hikari Tsushin, Inc.’s Form 13F-HR filing with the SEC under CIK 1423673.

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FLOSSBACH VON STORCH SE$22.12B 13F book · 8 shared top holdingsZTSLINDHRAMEHolocene Advisors, LP$44.38B 13F book · 5 shared top holdingsMMMDHRLMTWATLazard Freres Gestion S.A.S.$5.77B 13F book · 5 shared top holdingsZTSMCOMDTECLHikari Power Ltd$854.52M 13F book · 16 shared top holdingsPSXMCOLINDHRDAVIS R M INC$6.34B 13F book · 4 shared top holdingsPSXLINDHRAMEWillis Investment Counsel$1.97B 13F book · 6 shared top holdingsMMMLMTMDTBHP

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AI-Powered Hedge Fund Analysis: Hikari Tsushin, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Hikari Tsushin, Inc. (SEC CIK: 1423673), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Hikari Tsushin, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.