Hikari Tsushin, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Hikari Tsushin, Inc. reported 76 stock positions worth $1.4 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 57.9% of the portfolio, followed by Alphabet Class A (GOOGL, 7.4%) and Invesco Senior Loan ETF (BKLN, 3.7%). Compared with Q1 2025, it opened 5 new positions, sold out of 1, added to 8 and reduced 5. The biggest buy was Visa Class A (V, shares +1%) and the biggest sale Altria (MO, shares −43%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001423673
Portfolio Value
$1.4B (Q2 2025)
SEC Filing
0001423673-25-000003 ↗ filed Aug 12, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.4B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.5B Q1 2025 Q2 2025: $1.4B $1.4B Q2 2025 Q3 2025: $1.5B Q3 2025 Q4 2025: $1.5B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.5B Q2 2026

Holdings 76 stocks · $1.4B
BRK.A Berkshire Hathaway Inc. Class A 57.93% 1,127 $821.4M No change
GOOGL Alphabet Inc. Class A 7.35% 591,687 $104.3M Reduce -0.3%
BKLN Invesco Senior Loan ETF 3.66% 2,483,848 $52.0M No change
VOO Vanguard S&P 500 ETF 2.95% 73,621 $41.8M Reduce -10.9%
V Visa Inc. Class A 2.54% 101,555 $36.1M Add +1.0%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 1.95% 343,165 $27.7M No change
FTSL First Trust Senior Loan ETF 1.85% 570,196 $26.2M No change
MMM 3M Co. 1.74% 162,092 $24.7M Reduce -14.9%
JNJ Johnson & Johnson 1.48% 136,918 $20.9M No change
ABBV Abbvie Inc. 1.37% 104,963 $19.5M No change
MCO Moody's Corp. 1.12% 31,689 $15.9M No change
PSX Phillips 66 1.05% 125,019 $14.9M Add +1.1%
LMT Lockheed Martin Corp. 0.99% 30,438 $14.1M Reduce -4.3%
DHR Danaher Corp. 0.90% 64,712 $12.8M No change
MDT Medtronic PLC 0.89% 144,952 $12.6M No change
BRK.B Berkshire Hathaway Inc. Class B 0.85% 24,673 $12.0M Add +4.1%
LIN Linde PLC 0.84% 25,500 $12.0M No change
ISRG Intuitive Surgical Inc. 0.67% 17,547 $9.5M No change
MO Altria Group Inc. 0.65% 158,366 $9.3M Reduce -43.0%
ROP Roper Technologies Inc. 0.62% 15,600 $8.8M No change
WAT Waters Corp. 0.57% 22,997 $8.0M No change
RSG Republic Services Inc. 0.56% 32,200 $7.9M No change
AME Ametek Inc. 0.41% 32,239 $5.8M No change
BHP BHP Group Ltd.-Spon ADR 0.40% 119,021 $5.7M No change
J Jacobs Solutions Inc. 0.40% 42,800 $5.6M No change
XOM Exxon Mobil Corp. 0.40% 51,986 $5.6M No change
ECL Ecolab Inc. 0.38% 20,144 $5.4M Add +1.4%
MSFT Microsoft Corp. 0.36% 10,283 $5.1M No change
VHT Vanguard Health Care ETF 0.33% 19,016 $4.7M No change
PG The Procter & Gamble Co. 0.32% 28,722 $4.6M No change
ABT Abbott Laboratories 0.32% 32,870 $4.5M No change
SOLV Solventum Corp. 0.30% 56,180 $4.3M No change
VEEV Veeva Systems Inc. Class A 0.28% 13,562 $3.9M No change
BMY Bristol-Myers Squibb Co. 0.26% 81,141 $3.8M No change
FTV Fortive Corp. 0.23% 63,226 $3.3M No change
VGIT Vanguard Intermediate-Term T 0.23% 54,954 $3.3M No change
ADP Automatic Data Processing 0.23% 10,400 $3.2M No change
TLT iShares 20+ Year Treasury BD 0.22% 34,607 $3.1M No change
CI The Cigna Group 0.21% 8,911 $2.9M No change
BN Brookfield Corp. 0.19% 43,764 $2.7M No change
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.18% 14,382 $2.6M No change
VLTO Veralto Corp. 0.15% 21,546 $2.2M No change
VRSN Verisign Inc. 0.12% 5,901 $1.7M No change
NVO Novo-Nordisk A/S-Spons ADR 0.11% 23,512 $1.6M No change
TDG Transdigm Group Inc. 0.11% 1,060 $1.6M No change
VNT Vontier Corp. 0.10% 39,267 $1.4M No change
MDLZ Mondelez International Inc. Class A 0.10% 20,898 $1.4M No change
COST Costco Wholesale Corp. 0.10% 1,400 $1.4M No change
TRMB Trimble Inc. 0.10% 17,728 $1.3M No change
ZTS Zoetis Inc. 0.08% 7,544 $1.2M New
AMTM Amentum Holdings Inc. 0.08% 45,403 $1.1M Add +6.1%
RAL Ralliant Corp. 0.07% 21,075 $1.0M No change
WFC Wells Fargo & Co. 0.06% 10,631 $852K No change
PPLT Abrdn Physical Platinum SHRS 0.06% 6,496 $798K New
VWO Vanguard Ftse Emerging Marke 0.05% 15,745 $779K No change
A Agilent Technologies Inc. 0.05% 6,403 $756K Add +252.8%
MRK Merck & Co. Inc. 0.05% 8,812 $698K No change
NTR Nutrien Ltd. 0.04% 10,800 $629K No change
VIG Vanguard Dividend Apprec ETF 0.04% 2,942 $602K New
MTD Mettler-Toledo International 0.04% 482 $566K Add +199.4%
WDS Woodside Energy Group-ADR 0.04% 35,381 $546K No change
LEVI Levi Strauss & Co. Class A 0.03% 24,500 $453K No change
CSD Invesco S&P Spin-Off ETF 0.03% 4,903 $411K No change
VPL Vanguard Ftse Pacific ETF 0.03% 4,931 $405K No change
URA Global X Uranium ETF 0.03% 9,452 $367K New
ALSN Allison Transmission Holding 0.02% 2,500 $237K No change
AFL Aflac Inc. 0.02% 2,127 $224K Add +0.4%
OXY Occidental Petroleum Corp. 0.02% 5,297 $223K No change
FONR Fonar Corp. 0.01% 14,158 $212K No change
EWBC East West Bancorp Inc. 0.01% 2,000 $202K No change
IBB iShares Biotechnology ETF 0.01% 1,373 $174K No change
QQQ Invesco QQQ Trust Series 1 0.01% 302 $167K No change
IMXI International Money Express 0.01% 12,600 $127K New
RPRX Royalty Pharma PLC Class A 0.01% 2,220 $80K No change
GNTX Gentex Corp. 0.00% 2,020 $44K No change
OGN Organon & Co. 0.00% 599 $6K No change

Portfolio Sells Q1 2025 → Q2 2025
MO Altria Group Inc. Reduce -43.0% 0.65% −0.46
MMM 3M Co. Reduce -14.9% 1.74% −0.14
HII Huntington Ingalls Industrie Sold out 0.00% −0.01
LMT Lockheed Martin Corp. Reduce -4.3% 0.99% +0.04
VOO Vanguard S&P 500 ETF Reduce -10.9% 2.95% +0.10
GOOGL Alphabet Inc. Class A Reduce -0.3% 7.35% +1.20

Portfolio Buys Q1 2025 → Q2 2025
V Visa Inc. Class A Add +1.0% 2.54% +0.18
ZTS Zoetis Inc. New 0.08% +0.08
PPLT Abrdn Physical Platinum SHRS New 0.06% +0.06
ECL Ecolab Inc. Add +1.4% 0.38% +0.05
VIG Vanguard Dividend Apprec ETF New 0.04% +0.04
A Agilent Technologies Inc. Add +252.8% 0.05% +0.04
PSX Phillips 66 Add +1.1% 1.05% +0.03
MTD Mettler-Toledo International Add +199.4% 0.04% +0.03
URA Global X Uranium ETF New 0.03% +0.03
AMTM Amentum Holdings Inc. Add +6.1% 0.08% +0.02
IMXI International Money Express New 0.01% +0.01
AFL Aflac Inc. Add +0.4% 0.02% 0.00
BRK.B Berkshire Hathaway Inc. Class B Add +4.1% 0.85% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 76$1.5BBRK.A, GOOGL, BKLN, V, JNJ
Q1 2026 78$1.5BBRK.A, GOOGL, BKLN, V, JNJ
Q4 2025 80$1.5BBRK.A, GOOGL, BKLN, VOO, V
Q3 2025 77$1.5BBRK.A, GOOGL, BKLN, VOO, V
Q2 2025 76$1.4BBRK.A, GOOGL, BKLN, VOO, V
Q1 2025 71$1.5BBRK.A, GOOGL, BKLN, VOO, V
Q4 2024 71$1.4BBRK.A, GOOGL, BKLN, VOO, V
Q3 2024 71$1.4BBRK.A, GOOGL, BKLN, VOO, MMM
Q2 2024 69$1.3BBRK.A, GOOGL, BKLN, VOO, V
Q1 2024 65$1.3BBRK.A, GOOGL, VOO, BKLN, V