Hikari Power Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 23, 2024), Hikari Power Ltd reported 62 stock positions worth $1.1 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 43.3% of the portfolio, followed by Linde (LIN, 6.2%) and Johnson & Johnson (JNJ, 4.5%). Compared with Q1 2024, it sold out of 1, added to 1 and reduced 4. The biggest buy was Veeva Systems Class A (VEEV, shares +37%) and the biggest sale Nestle SA-Spons ADR (NSRGY, shares −90%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001606152
Portfolio Value
$1.1B (Q2 2024)
SEC Filing
0001606152-24-000003 ↗ filed Jul 23, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.1B $1.1B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.2B Q4 2024 Q1 2025: $1.3B Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $854.5M Q2 2026

Holdings 62 stocks · $1.1B
BRK.A Berkshire Hathaway Inc. Class A 43.27% 783 $479.4M No change
LIN Linde PLC 6.22% 157,080 $68.9M No change
JNJ Johnson & Johnson 4.48% 339,440 $49.6M No change
DHR Danaher Corp. 4.18% 185,170 $46.3M No change
ROP Roper Technologies Inc. 3.78% 74,390 $41.9M No change
V Visa Inc. Class A 3.64% 153,680 $40.3M No change
XOM Exxon Mobil Corp. 3.11% 299,290 $34.5M No change
PSX Phillips 66 2.43% 190,330 $26.9M No change
GOOG Alphabet Inc. Class C 2.32% 140,000 $25.7M No change
SHEL Shell PLC-ADR 2.23% 341,900 $24.7M No change
MCO Moody's Corp. 2.00% 52,700 $22.2M No change
ISRG Intuitive Surgical Inc. 1.98% 49,410 $22.0M No change
MO Altria Group Inc. 1.80% 438,340 $20.0M No change
NVO Novo-Nordisk A/S-Spons ADR 1.68% 130,300 $18.6M No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.32% 244,800 $14.7M No change
WAT Waters Corp. 1.25% 47,630 $13.8M No change
NTR Nutrien Ltd. 1.01% 219,710 $11.2M No change
WAB Wabtec Corp. 0.98% 68,523 $10.8M No change
AMGN Amgen Inc. 0.87% 30,990 $9.7M No change
VOO Vanguard S&P 500 ETF 0.87% 19,200 $9.6M No change
ABBV Abbvie Inc. 0.83% 53,543 $9.2M No change
BHP BHP Group Ltd.-Spon ADR 0.76% 147,400 $8.4M No change
CI The Cigna Group 0.70% 23,469 $7.8M Reduce -1.8%
WFC Wells Fargo & Co. 0.70% 130,460 $7.7M No change
MDT Medtronic PLC 0.56% 79,060 $6.2M No change
NDAQ Nasdaq Inc. 0.55% 100,500 $6.1M No change
BDX Becton Dickinson and Co. 0.51% 23,970 $5.6M No change
VLTO Veralto Corp. 0.46% 53,606 $5.1M No change
FTV Fortive Corp. 0.44% 65,600 $4.9M Reduce -1.4%
BA The Boeing Co. 0.40% 24,500 $4.5M No change
MA Mastercard Inc. Class A 0.40% 10,000 $4.4M No change
HON Honeywell International Inc. 0.31% 16,200 $3.5M No change
LMT Lockheed Martin Corp. 0.31% 7,340 $3.4M No change
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.29% 19,070 $3.2M No change
BRK.B Berkshire Hathaway Inc. Class B 0.28% 7,670 $3.1M No change
KO The Coca-Cola Co. 0.28% 48,400 $3.1M No change
AME Ametek Inc. 0.26% 17,380 $2.9M No change
MRK Merck & Co. Inc. 0.25% 22,710 $2.8M No change
VWO Vanguard Ftse Emerging Marke 0.23% 58,810 $2.6M No change
NSRGY Nestle SA-Spons ADR 0.22% 23,630 $2.4M Reduce -90.0%
VHT Vanguard Health Care ETF 0.21% 8,740 $2.3M No change
VNT Vontier Corp. 0.20% 56,786 $2.2M No change
GOOGL Alphabet Inc. Class A 0.19% 11,780 $2.1M No change
MMM 3M Co. 0.17% 18,790 $1.9M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.14% 40,240 $1.6M No change
PH Parker Hannifin Corp. 0.13% 2,840 $1.4M No change
GILD Gilead Sciences Inc. 0.12% 18,630 $1.3M No change
BMY Bristol-Myers Squibb Co. 0.11% 29,820 $1.2M No change
UNP Union Pacific Corp. 0.08% 4,080 $923K No change
ECL Ecolab Inc. 0.08% 3,710 $883K No change
PRU Prudential Financial Inc. 0.07% 6,350 $744K No change
MET Metlife Inc. 0.07% 10,580 $743K No change
IEX Idex Corp. 0.05% 2,710 $545K No change
RHHBY Roche Holdings Ltd.-Spons ADR 0.05% 15,500 $537K Reduce -93.5%
VEEV Veeva Systems Inc. Class A 0.05% 2,730 $500K Add +36.5%
BN Brookfield Corp. 0.04% 10,000 $415K No change
AVXL Anavex Life Sciences Corp. 0.03% 85,585 $361K No change
VYM Vanguard High DVD Yield ETF 0.03% 2,430 $288K No change
USB US Bancorp 0.02% 5,300 $210K No change
OCUL Ocular Therapeutix Inc. 0.01% 17,000 $116K No change
CRVS Corvus Pharmaceuticals Inc. 0.01% 49,959 $91K No change
ALDX Aldeyra Therapeutics Inc. 0.01% 20,020 $66K No change

Portfolio Sells Q1 2024 → Q2 2024
NSRGY Nestle SA-Spons ADR Reduce -90.0% 0.22% −1.95
RHHBY Roche Holdings Ltd.-Spons ADR Reduce -93.5% 0.05% −0.60
FTV Fortive Corp. Reduce -1.4% 0.44% −0.05
CI The Cigna Group Reduce -1.8% 0.70% −0.05
ALPN Alpine Immune Sciences Inc. Sold out 0.00% −0.04

Portfolio Buys Q1 2024 → Q2 2024
VEEV Veeva Systems Inc. Class A Add +36.5% 0.05% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 43$854.5MBRK.A, V, JNJ, GOOG, XOM
Q1 2026 51$1.1BBRK.A, LIN, JNJ, XOM, V
Q4 2025 63$1.3BBRK.A, JNJ, LIN, V, GOOG
Q3 2025 63$1.2BBRK.A, LIN, JNJ, V, ROP
Q2 2025 63$1.2BBRK.A, LIN, V, JNJ, ROP
Q1 2025 60$1.3BBRK.A, LIN, JNJ, V, ROP
Q4 2024 59$1.2BBRK.A, LIN, JNJ, V, DHR
Q3 2024 62$1.2BBRK.A, LIN, JNJ, DHR, V
Q2 2024 62$1.1BBRK.A, LIN, JNJ, DHR, ROP
Q1 2024 63$1.2BBRK.A, LIN, JNJ, DHR, V