Hikari Power
TOKYO, M0files as Hikari Power Ltd
$855m in 43 US stocks at the end of 30 June 2026. The top 10 are 90.7% of the money. It changed about 22.3% of the portfolio this quarter.
Value
$855m
Stocks
43
Top 10 share
90.7%
Turnover
22.3%
What changed this quarter
New
Bought for the first time this quarter.
- ExxonMobil HoldingsXOM4.0% of the fund
- ZoetisZTS<0.1% of the fund
- TG TherapeuticsTGTX<0.1% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Berkshire Hathaway INC DELBRK-A60.7% of the fund-9%
- VisaV5.0% of the fund-19%
- Johnson & JohnsonJNJ4.7% of the fund-49%
- AlphabetGOOG4.6% of the fund-7%
- Phillips 66PSX3.1% of the fund-18%
- LindeLIN2.5% of the fund-74%
- Bank of New York MellonBNY2.0% of the fund-38%
- Moody'sMCO1.7% of the fund-39%
- Intuitive SurgicalISRG0.7% of the fund-67%
- DanaherDHR0.5% of the fund-89%
- AmgenAMGN0.4% of the fund-71%
- Novo Nordisk A SNVO0.3% of the fund-56%
- AlphabetGOOGL0.3% of the fund-3%
- WatersWAT0.2% of the fund-40%
- ShellSHEL0.2% of the fund-94%
- Westinghouse Air Brake TechnologiesWAB0.2% of the fund-60%
- Wells Fargo & CompanyWFC<0.1% of the fund-21%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Altria GroupMO-100%
- BHP Billiton LimitedBHP-100%
- MastercardMA-100%
- VeraltoVLTO-100%
- Becton DickinsonBDX-100%
- Coca-ColaKO-100%
- Gilead SciencesGILD-100%
- Parker-HannifinPH-100%
- Bank of AmericaBAC-100%
- Union PacificUNP-100%
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 60.7%
- Value
- $519m
- Shares
- 693
-9%
- Vanguard Index FDSVOO
- Share
- 1.5%
- Value
- $13m
- Shares
- 19,200
Held
- Vanguard Ultra-ShortVGUS
- Share
- 1.2%
- Value
- $10m
- Shares
- 136,950
Held
- NutrienNTR
- Share
- 1.1%
- Value
- $9m
- Shares
- 150,000
Held
- Vanguard BD Index FDSVUSB
- Share
- 0.5%
- Value
- $5m
- Shares
- 90,620
Held
- ShellSHEL
- Share
- 0.2%
- Value
- $2m
- Shares
- 21,400
-94%
- BrookfieldBN
- Share
- <0.1%
- Value
- $262,000
- Shares
- 6,150
Held
- Vanguard World FDVHT
- Share
- <0.1%
- Value
- $251,000
- Shares
- 840
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire Hathaway INC DELBRK-A | 60.7% | $519m | 693 | -9% |
| VisaV | 5.0% | $43m | 124,270 | -19% |
| Johnson & JohnsonJNJ | 4.7% | $40m | 158,080 | -49% |
| AlphabetGOOG | 4.6% | $39m | 110,990 | -7% |
| ExxonMobil HoldingsXOM | 4.0% | $35m | 252,500 | New |
| Phillips 66PSX | 3.1% | $26m | 155,300 | -18% |
| LindeLIN | 2.5% | $21m | 40,400 | -74% |
| Roper TechnologiesROP | 2.4% | $20m | 60,000 | Held |
| Bank of New York MellonBNY | 2.0% | $17m | 119,445 | -38% |
| Moody'sMCO | 1.7% | $15m | 32,220 | -39% |
| Vanguard Index FDSVOO | 1.5% | $13m | 19,200 | Held |
| Vanguard Ultra-ShortVGUS | 1.2% | $10m | 136,950 | Held |
| NutrienNTR | 1.1% | $9m | 150,000 | Held |
| NasdaqNDAQ | 0.9% | $8m | 100,500 | Held |
| Intuitive SurgicalISRG | 0.7% | $6m | 14,130 | -67% |
| Vanguard BD Index FDSVUSB | 0.5% | $5m | 90,620 | Held |
| DanaherDHR | 0.5% | $4m | 20,500 | -89% |
| Berkshire HathawayBRK-B | 0.4% | $4m | 7,670 | Held |
| AmgenAMGN | 0.4% | $3m | 8,900 | -71% |
| Novo Nordisk A SNVO | 0.3% | $3m | 56,800 | -56% |
| AlphabetGOOGL | 0.3% | $3m | 7,150 | -3% |
| WatersWAT | 0.2% | $2m | 4,780 | -40% |
| ShellSHEL | 0.2% | $2m | 21,400 | -94% |
| Westinghouse Air Brake TechnologiesWAB | 0.2% | $2m | 6,143 | -60% |
| AmetekAME | 0.1% | $953,000 | 3,940 | Held |
| Corvus PharmaceuticalsCRVS | <0.1% | $746,000 | 49,959 | Held |
| ZoetisZTS | <0.1% | $632,000 | 8,790 | New |
| FortiveFTV | <0.1% | $473,000 | 7,750 | Held |
| Wells Fargo & CompanyWFC | <0.1% | $455,000 | 5,500 | -21% |
| Agilent TechnologiesA | <0.1% | $448,000 | 3,370 | Held |
| Veeva SystemsVEEV | <0.1% | $405,000 | 2,280 | Held |
| IdexIEX | <0.1% | $377,000 | 1,660 | Held |
| SolventumSOLV | <0.1% | $362,000 | 4,697 | Held |
| Lockheed MartinLMT | <0.1% | $352,000 | 690 | Held |
| Mettler Toledo InternationalMTD | <0.1% | $300,000 | 235 | Held |
| 3MMMM | <0.1% | $285,000 | 1,760 | Held |
| TG TherapeuticsTGTX | <0.1% | $275,000 | 5,000 | New |
| BrookfieldBN | <0.1% | $262,000 | 6,150 | Held |
| EcolabECL | <0.1% | $254,000 | 910 | Held |
| Vanguard World FDVHT | <0.1% | $251,000 | 840 | Held |
| Anavex Life SciencesAVXL | <0.1% | $222,000 | 85,585 | Held |
| Ocular TherapeutixOCUL | <0.1% | $167,000 | 17,000 | Held |
| Aldeyra TherapeuticsALDX | <0.1% | $43,000 | 20,020 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 28.9% since 30 June 2025.
Where the money is
Financial services10.1%
Health care7.1%
Energy7.1%
Media & telecom4.9%
Materials3.6%
Technology2.4%
Industrials0.5%
Real estate0.0%
Other64.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.