Hikari Power Ltd

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Hikari Power Ltd reported 63 stock positions worth $1.3 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 46.6% of the portfolio, followed by Johnson & Johnson (JNJ, 5.5%) and Linde (LIN, 5.3%). Compared with Q3 2025, it opened 1 new position, sold out of 1 and reduced 7. The biggest buy was a new position in Brookfield (BN) and the biggest sale Wells Fargo (WFC, shares −19%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001606152
Portfolio Value
$1.3B (Q4 2025)
SEC Filing
0001606152-26-000001 ↗ filed Feb 4, 2026

Holdings Value

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

Holdings 63 stocks · $1.3B
BRK.A Berkshire Hathaway Inc. Class A 46.57% 783 $591.0M No change
JNJ Johnson & Johnson 5.54% 339,440 $70.2M No change
LIN Linde PLC 5.28% 157,080 $67.0M No change
V Visa Inc. Class A 4.25% 153,680 $53.9M No change
GOOG Alphabet Inc. Class C 3.46% 140,000 $43.9M No change
DHR Danaher Corp. 3.34% 185,170 $42.4M Reduce -0.1%
XOM Exxon Mobil Corp. 2.84% 299,290 $36.0M No change
ROP Roper Technologies Inc. 2.61% 74,390 $33.1M No change
MCO Moody's Corp. 2.13% 53,040 $27.1M No change
SHEL Shell PLC-ADR 1.98% 341,900 $25.1M No change
PSX Phillips 66 1.94% 190,330 $24.6M No change
ISRG Intuitive Surgical Inc. 1.92% 43,070 $24.4M No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.78% 194,130 $22.5M Reduce -5.7%
WAT Waters Corp. 1.43% 47,630 $18.1M No change
MO Altria Group Inc. 1.08% 238,210 $13.7M No change
NTR Nutrien Ltd. 1.05% 216,310 $13.4M No change
ABBV Abbvie Inc. 0.96% 53,543 $12.2M No change
VOO Vanguard S&P 500 ETF 0.95% 19,200 $12.0M No change
PMMF Ishrs Prime MMKT ETF 0.81% 103,120 $10.3M No change
AMGN Amgen Inc. 0.80% 30,990 $10.1M No change
NDAQ Nasdaq Inc. 0.77% 100,500 $9.8M No change
WFC Wells Fargo & Co. 0.73% 100,070 $9.3M Reduce -19.3%
BHP BHP Group Ltd.-Spon ADR 0.70% 147,400 $8.9M No change
MDT Medtronic PLC 0.60% 79,060 $7.6M No change
NVO Novo-Nordisk A/S-Spons ADR 0.52% 130,300 $6.6M No change
CI The Cigna Group 0.50% 22,899 $6.3M No change
MA Mastercard Inc. Class A 0.45% 10,000 $5.7M No change
VLTO Veralto Corp. 0.43% 54,556 $5.4M No change
BDX Becton Dickinson and Co. 0.37% 23,970 $4.7M No change
BRK.B Berkshire Hathaway Inc. Class B 0.30% 7,670 $3.9M No change
AME Ametek Inc. 0.29% 17,820 $3.7M No change
LMT Lockheed Martin Corp. 0.28% 7,340 $3.5M No change
KO The Coca-Cola Co. 0.27% 48,400 $3.4M No change
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.26% 18,370 $3.4M No change
WAB Wabtec Corp. 0.26% 15,523 $3.3M No change
VWO Vanguard Ftse Emerging Marke 0.25% 58,810 $3.2M No change
HON Honeywell International Inc. 0.24% 15,800 $3.1M No change
VHT Vanguard Health Care ETF 0.22% 9,580 $2.8M No change
PH Parker Hannifin Corp. 0.20% 2,840 $2.5M No change
MRK Merck & Co. Inc. 0.19% 22,710 $2.4M No change
GOOGL Alphabet Inc. Class A 0.18% 7,390 $2.3M Reduce -3.1%
GILD Gilead Sciences Inc. 0.18% 18,630 $2.3M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 40,240 $2.2M No change
VNT Vontier Corp. 0.17% 56,786 $2.1M No change
ECL Ecolab Inc. 0.08% 3,710 $974K No change
BMY Bristol-Myers Squibb Co. 0.08% 17,820 $961K Reduce -40.2%
UNP Union Pacific Corp. 0.07% 4,080 $944K No change
MET Metlife Inc. 0.07% 10,580 $835K No change
IEX Idex Corp. 0.06% 4,370 $778K No change
PRU Prudential Financial Inc. 0.06% 6,350 $717K No change
VEEV Veeva Systems Inc. Class A 0.04% 2,280 $509K Reduce -16.5%
A Agilent Technologies Inc. 0.04% 3,370 $459K No change
FTV Fortive Corp. 0.03% 7,750 $428K No change
CRVS Corvus Pharmaceuticals Inc. 0.03% 49,959 $385K No change
MMM 3M Co. 0.03% 2,350 $376K Reduce -26.3%
SOLV Solventum Corp. 0.03% 4,697 $372K No change
VYM Vanguard High DVD Yield ETF 0.03% 2,430 $349K No change
MTD Mettler-Toledo International 0.03% 235 $328K No change
AVXL Anavex Life Sciences Corp. 0.02% 85,585 $305K No change
RHHBY Roche Holdings Ltd.-Spons ADR 0.02% 5,700 $294K No change
BN Brookfield Corp. 0.02% 6,150 $282K New
OCUL Ocular Therapeutix Inc. 0.02% 17,000 $206K No change
ALDX Aldeyra Therapeutics Inc. 0.01% 20,020 $104K No change

Portfolio Sells Q3 2025 → Q4 2025
WFC Wells Fargo & Co. Reduce -19.3% 0.73% −0.10
BMY Bristol-Myers Squibb Co. Reduce -40.2% 0.08% −0.03
BNY Bank of New York Mellon Corp. Reduce -5.7% 1.78% −0.03
VEEV Veeva Systems Inc. Class A Reduce -16.5% 0.04% −0.03
ZTS Zoetis Inc. Sold out 0.00% −0.02
MMM 3M Co. Reduce -26.3% 0.03% −0.01
GOOGL Alphabet Inc. Class A Reduce -3.1% 0.18% +0.03
DHR Danaher Corp. Reduce -0.1% 3.34% +0.38

Portfolio Buys Q3 2025 → Q4 2025
BN Brookfield Corp. New 0.02% +0.02

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