Hikari Tsushin, Inc.
Reported holdings as of Q2 2026, from 30 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRKA | $844.0M | 1,127 | +0.23pp | 30q | HELD | |
| ALPHABET INC | GOOGL | $189.0M | 528,907 | +1.56pp | 30q | -4.6%-$9.1M | |
| INVESCO EXCH TRADED FD TR II | BKLN | $50.6M | 2,483,848 | -0.14pp | 11q | HELD | |
| VISA INC | V | $35.2M | 102,555 | +0.20pp | 30q | HELD | |
| JOHNSON & JOHNSON | JNJ | $27.7M | 109,067 | -0.13pp | 30q | -6.9%-$2.0M | |
| ISHARES TR | HYG | $27.4M | 343,165 | -0.06pp | 11q | HELD | |
| ABBVIE INC | ABBV | $25.5M | 101,443 | +0.12pp | 22q | -3.4%-$885.8K | |
| FIRST TR EXCHANGE-TRADED FD | FTSL | $25.5M | 570,196 | -0.07pp | 11q | HELD | |
| VANGUARD INDEX FDS | VOO | $25.2M | 36,709 | -0.20pp | 30q | -19.2%-$6.0M | |
| PHILLIPS 66 | PSX | $19.4M | 114,729 | -0.18pp | 25q | -1.8%-$358.2K | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $18.0M | 36,013 | +0.15pp | 18q | +13.3%+$2.1M | |
| ZOETIS INC | ZTS | $16.8M | 233,617 | -0.42pp | 5q | +24.2%+$3.3M | |
| 3M CO | MMM | $15.1M | 93,406 | -0.02pp | 30q | -8.4%-$1.4M | |
| LOCKHEED MARTIN CORP | LMT | $14.8M | 29,045 | -0.23pp | 19q | HELD | |
| MOODYS CORP | MCO | $14.4M | 31,689 | flat | 30q | HELD | |
| LINDE PLC | LIN | $13.2M | 25,500 | +0.01pp | 14q | HELD | |
| DANAHER CORP DEL | DHR | $12.3M | 64,712 | -0.03pp | 30q | HELD | |
| MEDTRONIC PLC | MDT | $11.3M | 144,952 | -0.11pp | 30q | HELD | |
| BHP BILLITON LIMITED | BHP | $9.9M | 119,021 | +0.06pp | 18q | HELD | |
| AMETEK INC | AME | $7.4M | 30,529 | +0.04pp | 17q | HELD | |
| EXXON MOBIL CORP | XOMXXXX | $7.1M | 51,986 | -0.14pp | 24q | HELD | |
| REPUBLIC SVCS INC | RSG | $6.9M | 32,200 | -0.03pp | 30q | HELD | |
| WATERS CORP | WAT | $6.1M | 16,246 | +0.07pp | 30q | HELD | |
| INTUITIVE SURGICAL INC | ISRG | $6.0M | 15,185 | -0.08pp | 30q | HELD | |
| ECOLAB INC | ECL | $5.6M | 20,144 | flat | 30q | HELD | |
| ROPER TECHNOLOGIES INC | ROP | $4.7M | 14,035 | -0.07pp | 30q | -10.0%-$529.6K | |
| BRISTOL-MYERS SQUIBB CO | BMY | $4.7M | 81,141 | -0.03pp | 20q | HELD | |
| JACOBS SOLUTIONS INC | J | $4.5M | 35,985 | -0.04pp | 11q | -6.4%-$311.2K | |
| MICROSOFT CORP | MSFT | $3.7M | 9,794 | -0.01pp | 17q | HELD | |
| VANGUARD SCOTTSDALE FDS | VGIT | $3.2M | 54,954 | -0.01pp | 9q | HELD | |
| FORTIVE CORP | FTV | $3.0M | 49,400 | +0.01pp | 30q | HELD | |
| PROCTER & GAMBLE CO | PG | $3.0M | 20,525 | -0.03pp | 30q | -11.1%-$376.7K | |
| BROOKFIELD CORP | BN | $2.8M | 65,646 | flat | 15q | HELD | |
| ABBOTT LABORATORIES | ABT | $2.8M | 30,604 | -0.05pp | 30q | -6.9%-$205.6K | |
| SOLVENTUM CORP | SOLV | $2.7M | 35,220 | -0.06pp | 9q | -33.7%-$1.4M | |
| VEEVA SYS INC | VEEV | $2.4M | 13,562 | flat | 9q | HELD | |
| AUTOMATIC DATA PROCESSING IN | ADP | $2.3M | 10,400 | +0.01pp | 30q | HELD | |
| VANGUARD WORLD FD | VHT | $2.1M | 6,967 | -0.09pp | 20q | -43.9%-$1.6M | |
| HENRY JACK & ASSOC INC | JKHY | $2.0M | 14,382 | -0.03pp | 30q | HELD | |
| VERALTO CORP | VLTO | $1.9M | 21,546 | flat | 11q | HELD | |
| THE CIGNA GROUP | CI | $1.8M | 6,358 | flat | 17q | HELD | |
| RALLIANT CORP | RAL | $1.6M | 21,075 | +0.04pp | 5q | HELD | |
| VERISIGN INC | VRSN | $1.5M | 5,901 | flat | 16q | HELD | |
| TRANSDIGM GROUP INC | TDG | $1.4M | 1,060 | +0.01pp | 15q | HELD | |
| COSTCO WHOLESALE CORPORATION | COST | $1.3M | 1,400 | -0.01pp | 30q | HELD | |
| MONDELEZ INTL INC | MDLZ | $1.2M | 20,898 | flat | 30q | HELD | |
| VONTIER CORPORATION | VNT | $1.1M | 39,267 | -0.02pp | 22q | HELD | |
| MERCK & CO INC | MRK | $1.1M | 8,812 | flat | 22q | HELD | |
| NOVO-NORDISK A S | NVO | $1.1M | 23,512 | +0.02pp | 30q | HELD | |
| VANGUARD INTL EQUITY INDEX F | VWO | $939.8K | 15,745 | flat | 10q | HELD | |
| AMENTUM HOLDINGS INC | AMTM | $938.5K | 45,403 | -0.02pp | 8q | HELD | |
| BECTON DICKINSON & CO | BDX | $930.5K | 6,149 | flat | 3q | +0.7%+$6.4K | |
| TRIMBLE INC | TRMB | $907.3K | 17,728 | -0.02pp | 15q | HELD | |
| WELLS FARGO & CO | WFC | $878.5K | 10,631 | flat | 30q | HELD | |
| AGILENT TECHNOLOGIES INC | A | $850.5K | 6,403 | +0.01pp | 11q | HELD | |
| SPDR GOLD TR | GLD | $847.3K | 2,300 | +0.04pp | 3q | +360.0%+$663.1K | |
| INVESCO EXCHANGE TRADED FD T | CSD | $734.2K | 4,903 | +0.01pp | 10q | HELD | |
| VANGUARD SPECIALIZED FUNDS | VIG | $696.1K | 2,942 | flat | 5q | HELD | |
| WOODSIDE ENERGY GROUP LTD | WDS | $683.6K | 35,381 | -0.01pp | 17q | HELD | |
| NUTRIEN LTD | NTR | $679.9K | 10,800 | -0.01pp | 30q | HELD | |
| SALESFORCE INC | CRM | $673.3K | 4,298 | -0.01pp | 3q | HELD | |
| METTLER TOLEDO INTERNATIONAL | MTD | $615.8K | 482 | flat | 6q | HELD | |
| LEVI STRAUSS & CO NEW | LEVI | $608.3K | 24,500 | +0.01pp | 12q | HELD | |
| VANGUARD INTL EQUITY INDEX F | VPL | $570.5K | 4,931 | flat | 10q | HELD | |
| ABRDN PLATINUM ETF TRUST | PPLT | $560.1K | 39,640 | -0.01pp | 5q | +900.0%+$504.1K | |
| ALLISON TRANSMISSION HLDGS I | ALSN | $281.9K | 2,500 | flat | 11q | HELD | |
| ISHARES TR | IBB | $261.1K | 1,373 | flat | 18q | HELD | |
| EAST WEST BANCORP INC | EWBC | $258.2K | 2,000 | flat | 11q | HELD | |
| INVESCO QQQ TR | QQQ | $222.4K | 302 | flat | 8q | HELD | |
| MOLINA HEALTHCARE INC | MOH | $157.1K | 687 | flat | 3q | HELD | |
| UNITEDHEALTH GROUP INC | UNH | $151.7K | 365 | flat | 3q | HELD | |
| ROYALTY PHARMA PLC | RPRX | $124.5K | 2,220 | flat | 17q | HELD | |
| TRINET GROUP INC | TNET | $94.0K | 1,900 | flat | 4q | HELD | |
| AMGEN INC | AMGN | $84.4K | 233 | flat | 4q | HELD | |
| UNITED GUARDIAN INC | UG | $67.8K | 9,500 | flat | 4q | HELD | |
| ORGANON & CO | OGN | $8.1K | 599 | flat | 17q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Insurance | $864.0M | 57.4% |
| Software & IT Services | $201.5M | 13.4% |
| Biotech & Pharma | $87.5M | 5.8% |
| Business Services | $50.6M | 3.4% |
| Medical Devices | $36.1M | 2.4% |
| Instruments & Controls | $33.0M | 2.2% |
| Chemicals | $22.6M | 1.5% |
| Other sectors | $66.6M | 4.4% |
| Not classified | $144.4M | 9.6% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $1.5B | 76 | 0 | 5 | 12 | 2 | 84.3% | 43 |
| Q1 2026 | $1.5B | 78 | 0 | 3 | 12 | 2 | 83.0% | 43 |
| Q4 2025 | $1.5B | 80 | 5 | 2 | 12 | 2 | 83.4% | 43 |
| Q3 2025 | $1.5B | 77 | 3 | 4 | 6 | 2 | 83.7% | 43 |
| Q2 2025 | $1.4B | 76 | 6 | 7 | 4 | 1 | 82.8% | 43 |
| Q1 2025 | $1.5B | 71 | 1 | 4 | 6 | 1 | 83.5% | 43 |
| Q4 2024 | $1.4B | 71 | 0 | 5 | 2 | 0 | 82.5% | 44 |
| Q3 2024 | $1.4B | 71 | 2 | 7 | 5 | 0 | 81.2% | 43 |
| Q2 2024 | $1.3B | 69 | 4 | 10 | 0 | 0 | 80.9% | 39 |
| Q1 2024 | $1.3B | 65 | 4 | 10 | 3 | 1 | 81.2% | 39 |
| Q4 2023 | $1.1B | 62 | 8 | 5 | 8 | 4 | 81.2% | 39 |
| Q3 2023 | $1.0B | 58 | 2 | 5 | 7 | 1 | 83.9% | 40 |
| Q2 2023 | $1.0B | 57 | 0 | 4 | 0 | 0 | 81.3% | 40 |
| Q1 2023 | $957.1M | 57 | 2 | 3 | 2 | 2 | 80.5% | 45 |
| Q4 2022 | $941.0M | 57 | 4 | 6 | 1 | 0 | 81.4% | 39 |
| Q3 2022 | $820.3M | 53 | 1 | 14 | 0 | 2 | 82.4% | 41 |
| Q2 2022 | $757.8M | 54 | 6 | 10 | 1 | 0 | 82.1% | 40 |
| Q1 2022 | $995.3M | 48 | 4 | 6 | 5 | 2 | 84.4% | 40 |
| Q4 2021 | $914.6M | 46 | 4 | 14 | 4 | 3 | 83.1% | 39 |
| Q2 2021 | $815.2M | 45 | 3 | 5 | 2 | 0 | 83.5% | 42 |
| Q1 2021 | $743.3M | 42 | 1 | 5 | 4 | 2 | 84.1% | 41 |
| Q4 2020 | $682.3M | 43 | 5 | 3 | 0 | 0 | 83.8% | 40 |
| Q3 2020 | $595.1M | 38 | 0 | 6 | 0 | 0 | 84.9% | 44 |
| Q2 2020 | $518.2M | 38 | 2 | 6 | 0 | 0 | 83.5% | 44 |
| Q1 2020 | $468.2M | 36 | 1 | 5 | 2 | 12 | 85.5% | 42 |
| Q4 2019 | $566.7M | 47 | 0 | 8 | 3 | 5 | 83.5% | 37 |
| Q3 2019 | $483.9M | 52 | 1 | 10 | 0 | 3 | 81.1% | 44 |
| Q2 2019 | $457.4M | 54 | 5 | 6 | 1 | 5 | 80.0% | 30 |
| Q1 2019 | $451.4M | 54 | 2 | 7 | 2 | 2 | 76.4% | 43 |
| Q4 2018 | $431.8M | 54 | 0 | 0 | 0 | 0 | 77.6% | 37 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.