Hikari Tsushin
TOKYO, M0files as Hikari Tsushin, Inc.
$1.5bn in 76 US stocks at the end of 30 June 2026. The top 10 are 84.3% of the money. It changed about 2.6% of the portfolio this quarter.
Value
$1.5bn
Stocks
76
Top 10 share
84.3%
Turnover
2.6%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Berkshire HathawayBRK-B1.2% of the fund+13%
- ZoetisZTS1.1% of the fund+24%
- Spdr Gold TRGLD<0.1% of the fund+360%
Cut
Sold some of their stake.
- AlphabetGOOGL12.5% of the fund-5%
- Johnson & JohnsonJNJ1.8% of the fund-7%
- AbbVieABBV1.7% of the fund-3%
- Vanguard Index FDSVOO1.7% of the fund-19%
- 3MMMM1.0% of the fund-8%
- Roper TechnologiesROP0.3% of the fund-10%
- Jacobs SolutionsJ0.3% of the fund-6%
- Procter & GamblePG0.2% of the fund-11%
- Abbott LaboratoriesABT0.2% of the fund-7%
- SolventumSOLV0.2% of the fund-34%
- Vanguard World FDVHT0.1% of the fund-44%
Sold out
Sold their entire stake.
- Ishares TRTLT-100%
- Global X FDSURA-100%
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 56.0%
- Value
- $844m
- Shares
- 1,127
Held
- Invesco Exch Traded FD TR IIBKLN
- Share
- 3.4%
- Value
- $51m
- Shares
- 2,483,848
Held
- Ishares TRHYG
- Share
- 1.8%
- Value
- $27m
- Shares
- 343,165
Held
- First TR Exchange-Traded FDFTSL
- Share
- 1.7%
- Value
- $26m
- Shares
- 570,196
Held
- Vanguard Index FDSVOO
- Share
- 1.7%
- Value
- $25m
- Shares
- 36,709
-19%
- BHP Billiton LimitedBHP
- Share
- 0.7%
- Value
- $10m
- Shares
- 119,021
Held
- Vanguard Scottsdale FDSVGIT
- Share
- 0.2%
- Value
- $3m
- Shares
- 54,954
Held
- BrookfieldBN
- Share
- 0.2%
- Value
- $3m
- Shares
- 65,646
Held
- Vanguard World FDVHT
- Share
- 0.1%
- Value
- $2m
- Shares
- 6,967
-44%
- Vanguard Intl Equity Index FVWO
- Share
- <0.1%
- Value
- $939,819
- Shares
- 15,745
Held
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $847,274
- Shares
- 2,300
+360%
- Invesco Exchange Traded FD TCSD
- Share
- <0.1%
- Value
- $734,224
- Shares
- 4,903
Held
- Vanguard Specialized FundsVIG
- Share
- <0.1%
- Value
- $696,136
- Shares
- 2,942
Held
- Woodside Energy GroupWDS
- Share
- <0.1%
- Value
- $683,561
- Shares
- 35,381
Held
- NutrienNTR
- Share
- <0.1%
- Value
- $679,860
- Shares
- 10,800
Held
- Vanguard Intl Equity Index FVPL
- Share
- <0.1%
- Value
- $570,467
- Shares
- 4,931
Held
- Abrdn Platinum ETF TrustPPLT
- Share
- <0.1%
- Value
- $560,113
- Shares
- 39,640
Held
- Ishares TRIBB
- Share
- <0.1%
- Value
- $261,131
- Shares
- 1,373
Held
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $222,393
- Shares
- 302
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire Hathaway INC DELBRK-A | 56.0% | $844m | 1,127 | Held |
| AlphabetGOOGL | 12.5% | $189m | 528,907 | -5% |
| Invesco Exch Traded FD TR IIBKLN | 3.4% | $51m | 2,483,848 | Held |
| VisaV | 2.3% | $35m | 102,555 | Held |
| Johnson & JohnsonJNJ | 1.8% | $28m | 109,067 | -7% |
| Ishares TRHYG | 1.8% | $27m | 343,165 | Held |
| AbbVieABBV | 1.7% | $26m | 101,443 | -3% |
| First TR Exchange-Traded FDFTSL | 1.7% | $26m | 570,196 | Held |
| Vanguard Index FDSVOO | 1.7% | $25m | 36,709 | -19% |
| Phillips 66PSX | 1.3% | $19m | 114,729 | Held |
| Berkshire HathawayBRK-B | 1.2% | $18m | 36,013 | +13% |
| ZoetisZTS | 1.1% | $17m | 233,617 | +24% |
| 3MMMM | 1.0% | $15m | 93,406 | -8% |
| Lockheed MartinLMT | 1.0% | $15m | 29,045 | Held |
| Moody'sMCO | 1.0% | $14m | 31,689 | Held |
| LindeLIN | 0.9% | $13m | 25,500 | Held |
| DanaherDHR | 0.8% | $12m | 64,712 | Held |
| MedtronicMDT | 0.8% | $11m | 144,952 | Held |
| BHP Billiton LimitedBHP | 0.7% | $10m | 119,021 | Held |
| AmetekAME | 0.5% | $7m | 30,529 | Held |
| ExxonMobil HoldingsXOM | 0.5% | $7m | 51,986 | Held |
| Republic ServicesRSG | 0.5% | $7m | 32,200 | Held |
| WatersWAT | 0.4% | $6m | 16,246 | Held |
| Intuitive SurgicalISRG | 0.4% | $6m | 15,185 | Held |
| EcolabECL | 0.4% | $6m | 20,144 | Held |
| Roper TechnologiesROP | 0.3% | $5m | 14,035 | -10% |
| Bristol-Myers SquibbBMY | 0.3% | $5m | 81,141 | Held |
| Jacobs SolutionsJ | 0.3% | $5m | 35,985 | -6% |
| MicrosoftMSFT | 0.2% | $4m | 9,794 | Held |
| Vanguard Scottsdale FDSVGIT | 0.2% | $3m | 54,954 | Held |
| FortiveFTV | 0.2% | $3m | 49,400 | Held |
| Procter & GamblePG | 0.2% | $3m | 20,525 | -11% |
| BrookfieldBN | 0.2% | $3m | 65,646 | Held |
| Abbott LaboratoriesABT | 0.2% | $3m | 30,604 | -7% |
| SolventumSOLV | 0.2% | $3m | 35,220 | -34% |
| Veeva SystemsVEEV | 0.2% | $2m | 13,562 | Held |
| Automatic Data ProcessingADP | 0.2% | $2m | 10,400 | Held |
| Vanguard World FDVHT | 0.1% | $2m | 6,967 | -44% |
| Jack Henry & AssociatesJKHY | 0.1% | $2m | 14,382 | Held |
| VeraltoVLTO | 0.1% | $2m | 21,546 | Held |
| Cigna GroupCI | 0.1% | $2m | 6,358 | Held |
| RalliantRAL | 0.1% | $2m | 21,075 | Held |
| VerisignVRSN | <0.1% | $1m | 5,901 | Held |
| TransDigm GroupTDG | <0.1% | $1m | 1,060 | Held |
| Costco WholesaleCOST | <0.1% | $1m | 1,400 | Held |
| Mondelez InternationalMDLZ | <0.1% | $1m | 20,898 | Held |
| VontierVNT | <0.1% | $1m | 39,267 | Held |
| MerckMRK | <0.1% | $1m | 8,812 | Held |
| Novo Nordisk A SNVO | <0.1% | $1m | 23,512 | Held |
| Vanguard Intl Equity Index FVWO | <0.1% | $939,819 | 15,745 | Held |
| Amentum HoldingsAMTM | <0.1% | $938,480 | 45,403 | Held |
| Becton DickinsonBDX | <0.1% | $930,528 | 6,149 | Held |
| TrimbleTRMB | <0.1% | $907,319 | 17,728 | Held |
| Wells Fargo & CompanyWFC | <0.1% | $878,546 | 10,631 | Held |
| Agilent TechnologiesA | <0.1% | $850,510 | 6,403 | Held |
| Spdr Gold TRGLD | <0.1% | $847,274 | 2,300 | +360% |
| Invesco Exchange Traded FD TCSD | <0.1% | $734,224 | 4,903 | Held |
| Vanguard Specialized FundsVIG | <0.1% | $696,136 | 2,942 | Held |
| Woodside Energy GroupWDS | <0.1% | $683,561 | 35,381 | Held |
| NutrienNTR | <0.1% | $679,860 | 10,800 | Held |
| SalesforceCRM | <0.1% | $673,325 | 4,298 | Held |
| Mettler Toledo InternationalMTD | <0.1% | $615,760 | 482 | Held |
| Levi StraussLEVI | <0.1% | $608,335 | 24,500 | Held |
| Vanguard Intl Equity Index FVPL | <0.1% | $570,467 | 4,931 | Held |
| Abrdn Platinum ETF TrustPPLT | <0.1% | $560,113 | 39,640 | Held |
| Allison Transmission HoldingsALSN | <0.1% | $281,850 | 2,500 | Held |
| Ishares TRIBB | <0.1% | $261,131 | 1,373 | Held |
| East West BancorpEWBC | <0.1% | $258,180 | 2,000 | Held |
| Invesco QQQ TRQQQ | <0.1% | $222,393 | 302 | Held |
| Molina HealthcareMOH | <0.1% | $157,117 | 687 | Held |
| UnitedHealth GroupUNH | <0.1% | $151,705 | 365 | Held |
| Royalty PharmaRPRX | <0.1% | $124,475 | 2,220 | Held |
| Trinet GroupTNET | <0.1% | $94,031 | 1,900 | Held |
| AmgenAMGN | <0.1% | $84,374 | 233 | Held |
| United GuardianUG | <0.1% | $67,830 | 9,500 | Held |
| OrganonOGN | <0.1% | $8,110 | 599 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 6.2% since 30 June 2025.
Where the money is
Media & telecom12.5%
Health care8.3%
Financial services4.7%
Industrials3.9%
Energy1.8%
Materials1.3%
Technology0.9%
Everyday goods0.4%
Real estate0.2%
Retail & consumer0.0%
Other66.0%
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.