Hikari Power Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Hikari Power Ltd reported 43 stock positions worth $854.5 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 60.7% of the portfolio, followed by Visa Class A (V, 5.0%) and Johnson & Johnson (JNJ, 4.7%). Compared with Q1 2026, it opened 2 new positions, sold out of 10 and reduced 18. The biggest buy was a new position in Zoetis (ZTS) and the biggest sale Linde (LIN, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001606152
- Portfolio Value
- $854.5M (Q2 2026)
- SEC Filing
- 0001606152-26-000003 ↗ filed Aug 7, 2026
Holdings Value
Holdings 43 stocks · $854.5M
| BRK.A Berkshire Hathaway Inc. Class A | 60.73% | 693 | $519.0M | Reduce -8.7% |
| V Visa Inc. Class A | 4.99% | 124,270 | $42.6M | Reduce -19.3% |
| JNJ Johnson & Johnson | 4.70% | 158,080 | $40.1M | Reduce -48.8% |
| GOOG Alphabet Inc. Class C | 4.59% | 110,990 | $39.2M | Reduce -6.7% |
| XOM Exxonmobil Holdings Corp. | 4.04% | 252,500 | $34.5M | Reduce -15.6% |
| PSX Phillips 66 | 3.07% | 155,300 | $26.3M | Reduce -18.4% |
| LIN Linde PLC | 2.45% | 40,400 | $21.0M | Reduce -74.3% |
| ROP Roper Technologies Inc. | 2.38% | 60,000 | $20.3M | No change |
| BNY Bank of New York Mellon Corp. | 2.02% | 119,445 | $17.3M | Reduce -38.5% |
| MCO Moody's Corp. | 1.71% | 32,220 | $14.6M | Reduce -39.3% |
| VOO Vanguard S&P 500 ETF | 1.54% | 19,200 | $13.2M | No change |
| VGUS Vanguard Ultra SHRT Treasury | 1.21% | 136,950 | $10.4M | No change |
| NTR Nutrien Ltd. | 1.11% | 150,000 | $9.4M | No change |
| NDAQ Nasdaq Inc. | 0.93% | 100,500 | $7.9M | No change |
| ISRG Intuitive Surgical Inc. | 0.66% | 14,130 | $5.6M | Reduce -67.2% |
| VUSB Vanguard Ultra Short Bond Et | 0.53% | 90,620 | $4.5M | No change |
| DHR Danaher Corp. | 0.46% | 20,500 | $3.9M | Reduce -88.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 7,670 | $3.8M | No change |
| AMGN Amgen Inc. | 0.38% | 8,900 | $3.2M | Reduce -71.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.32% | 56,800 | $2.7M | Reduce -56.4% |
| GOOGL Alphabet Inc. Class A | 0.30% | 7,150 | $2.6M | Reduce -3.3% |
| WAT Waters Corp. | 0.21% | 4,780 | $1.8M | Reduce -40.4% |
| SHEL Shell PLC-ADR | 0.19% | 21,400 | $1.7M | Reduce -93.7% |
| WAB Wabtec Corp. | 0.19% | 6,143 | $1.7M | Reduce -59.6% |
| AME Ametek Inc. | 0.11% | 3,940 | $953K | No change |
| CRVS Corvus Pharmaceuticals Inc. | 0.09% | 49,959 | $746K | No change |
| ZTS Zoetis Inc. | 0.07% | 8,790 | $632K | New |
| FTV Fortive Corp. | 0.06% | 7,750 | $473K | No change |
| WFC Wells Fargo & Co. | 0.05% | 5,500 | $455K | Reduce -21.4% |
| A Agilent Technologies Inc. | 0.05% | 3,370 | $448K | No change |
| VEEV Veeva Systems Inc. Class A | 0.05% | 2,280 | $405K | No change |
| IEX Idex Corp. | 0.04% | 1,660 | $377K | No change |
| SOLV Solventum Corp. | 0.04% | 4,697 | $362K | No change |
| LMT Lockheed Martin Corp. | 0.04% | 690 | $352K | No change |
| MTD Mettler-Toledo International | 0.04% | 235 | $300K | No change |
| MMM 3M Co. | 0.03% | 1,760 | $285K | No change |
| TGTX TG Therapeutics Inc. | 0.03% | 5,000 | $275K | New |
| BN Brookfield Corp. | 0.03% | 6,150 | $262K | No change |
| ECL Ecolab Inc. | 0.03% | 910 | $254K | No change |
| VHT Vanguard Health Care ETF | 0.03% | 840 | $251K | No change |
| AVXL Anavex Life Sciences Corp. | 0.03% | 85,585 | $222K | No change |
| OCUL Ocular Therapeutix Inc. | 0.02% | 17,000 | $167K | No change |
| ALDX Aldeyra Therapeutics Inc. | 0.01% | 20,020 | $43K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| LIN Linde PLC | Reduce -74.3% | 2.45% | −4.33 |
| DHR Danaher Corp. | Reduce -88.9% | 0.46% | −2.60 |
| SHEL Shell PLC-ADR | Reduce -93.7% | 0.19% | −2.58 |
| JNJ Johnson & Johnson | Reduce -48.8% | 4.70% | −1.88 |
| MO Altria Group Inc. | Sold out | 0.00% | −1.13 |
| ISRG Intuitive Surgical Inc. | Reduce -67.2% | 0.66% | −1.07 |
| BHP BHP Group Ltd.-Spon ADR | Sold out | 0.00% | −0.93 |
| AMGN Amgen Inc. | Reduce -71.3% | 0.38% | −0.57 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.44 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.42 |
| XOM Exxonmobil Holdings Corp. | Reduce -15.6% | 4.04% | −0.38 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.33 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.32 |
| MCO Moody's Corp. | Reduce -39.3% | 1.71% | −0.31 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.23 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.22 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.17 |
| WAB Wabtec Corp. | Reduce -59.6% | 0.19% | −0.14 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -56.4% | 0.32% | −0.10 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.09 |
| WAT Waters Corp. | Reduce -40.4% | 0.21% | +0.00 |
| WFC Wells Fargo & Co. | Reduce -21.4% | 0.05% | +0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -38.5% | 2.02% | +0.01 |
| PSX Phillips 66 | Reduce -18.4% | 3.07% | +0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -3.3% | 0.30% | +0.11 |
| V Visa Inc. Class A | Reduce -19.3% | 4.99% | +0.94 |
| GOOG Alphabet Inc. Class C | Reduce -6.7% | 4.59% | +1.61 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -8.7% | 60.73% | +13.24 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $854.5M | BRK.A, V, JNJ, GOOG, XOM |
| Q1 2026 | 51 | $1.1B | BRK.A, LIN, JNJ, XOM, V |
| Q4 2025 | 63 | $1.3B | BRK.A, JNJ, LIN, V, GOOG |
| Q3 2025 | 63 | $1.2B | BRK.A, LIN, JNJ, V, ROP |
| Q2 2025 | 63 | $1.2B | BRK.A, LIN, V, JNJ, ROP |
| Q1 2025 | 60 | $1.3B | BRK.A, LIN, JNJ, V, ROP |
| Q4 2024 | 59 | $1.2B | BRK.A, LIN, JNJ, V, DHR |
| Q3 2024 | 62 | $1.2B | BRK.A, LIN, JNJ, DHR, V |
| Q2 2024 | 62 | $1.1B | BRK.A, LIN, JNJ, DHR, ROP |
| Q1 2024 | 63 | $1.2B | BRK.A, LIN, JNJ, DHR, V |