Hikari Tsushin, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Hikari Tsushin, Inc. reported 78 stock positions worth $1.5 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 55.8% of the portfolio, followed by Alphabet Class A (GOOGL, 11.0%) and Invesco Senior Loan ETF (BKLN, 3.5%). Compared with Q4 2025, it sold out of 2, added to 3 and reduced 12. The biggest buy was Zoetis (ZTS, shares +15%) and the biggest sale Alphabet Class A (GOOGL, shares −4%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001423673
Portfolio Value
$1.5B (Q1 2026)
SEC Filing
0001423673-26-000002 ↗ filed May 13, 2026

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 Q2 2025 Q3 2025: $1.5B Q3 2025 Q4 2025: $1.5B Q4 2025 Q1 2026: $1.5B $1.5B Q1 2026 Q2 2026: $1.5B Q2 2026

Holdings 78 stocks · $1.5B
BRK.A Berkshire Hathaway Inc. Class A 55.80% 1,127 $809.3M No change
GOOGL Alphabet Inc. Class A 10.99% 554,232 $159.4M Reduce -3.8%
BKLN Invesco Senior Loan ETF 3.49% 2,483,848 $50.7M No change
V Visa Inc. Class A 2.14% 102,555 $31.0M No change
JNJ Johnson & Johnson 1.97% 117,095 $28.6M Reduce -9.4%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 1.88% 343,165 $27.3M No change
VOO Vanguard S&P 500 ETF 1.87% 45,415 $27.1M Reduce -21.4%
FTSL First Trust Senior Loan ETF 1.76% 570,196 $25.5M No change
ABBV Abbvie Inc. 1.57% 104,963 $22.8M No change
ZTS Zoetis Inc. 1.53% 188,125 $22.2M Add +14.5%
PSX Phillips 66 1.47% 116,848 $21.3M Reduce -1.1%
LMT Lockheed Martin Corp. 1.21% 29,045 $17.6M No change
BRK.B Berkshire Hathaway Inc. Class B 1.05% 31,780 $15.2M Add +14.0%
MMM 3M Co. 1.02% 102,018 $14.8M Reduce -10.2%
MCO Moody's Corp. 0.95% 31,689 $13.8M No change
LIN Linde PLC 0.87% 25,500 $12.6M No change
MDT Medtronic PLC 0.87% 144,952 $12.6M No change
DHR Danaher Corp. 0.85% 64,712 $12.3M No change
XOM Exxon Mobil Corp. 0.61% 51,986 $8.8M No change
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.60% 119,021 $8.7M No change
RSG Republic Services Inc. 0.49% 32,200 $7.1M No change
ISRG Intuitive Surgical Inc. 0.48% 15,185 $7.0M Reduce -7.2%
AME Ametek Inc. 0.45% 30,529 $6.5M No change
ROP Roper Technologies Inc. 0.38% 15,600 $5.5M No change
ECL Ecolab Inc. 0.37% 20,144 $5.4M No change
BMY Bristol-Myers Squibb Co. 0.34% 81,141 $4.9M No change
J Jacobs Solutions Inc. 0.34% 38,455 $4.9M No change
WAT Waters Corp. 0.33% 16,246 $4.8M Reduce -21.0%
MSFT Microsoft Corp. 0.25% 9,794 $3.6M Reduce -4.8%
SOLV Solventum Corp. 0.24% 53,112 $3.5M Reduce -5.5%
VHT Vanguard Health Care ETF 0.23% 12,409 $3.4M Reduce -34.7%
ABT Abbott Laboratories 0.23% 32,870 $3.4M No change
PG The Procter & Gamble Co. 0.23% 23,094 $3.3M Reduce -12.9%
VGIT Vanguard Intermediate-Term T 0.23% 54,954 $3.3M No change
TLT iShares 20+ Year Treasury BD 0.21% 34,607 $3.0M No change
FTV Fortive Corp. 0.19% 49,400 $2.7M No change
BN Brookfield Corp. 0.18% 65,646 $2.7M No change
VEEV Veeva Systems Inc. Class A 0.16% 13,562 $2.4M No change
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.16% 14,382 $2.3M No change
ADP Automatic Data Processing 0.15% 10,400 $2.1M No change
VLTO Veralto Corp. 0.13% 21,546 $1.9M No change
CI The Cigna Group 0.12% 6,358 $1.7M No change
VRSN Verisign Inc. 0.10% 5,901 $1.5M No change
COST Costco Wholesale Corp. 0.10% 1,400 $1.4M No change
VNT Vontier Corp. 0.10% 39,267 $1.4M No change
TDG Transdigm Group Inc. 0.08% 1,060 $1.2M No change
MDLZ Mondelez International Inc. Class A 0.08% 20,898 $1.2M No change
AMTM Amentum Holdings Inc. 0.08% 45,403 $1.2M No change
TRMB Trimble Inc. 0.08% 17,728 $1.2M No change
MRK Merck & Co. Inc. 0.07% 8,812 $1.1M No change
BDX Becton Dickinson and Co. 0.07% 6,107 $960K No change
RAL Ralliant Corp. 0.06% 21,075 $877K No change
NVO Novo-Nordisk A/S-Spons ADR 0.06% 23,512 $864K No change
VWO Vanguard Ftse Emerging Marke 0.06% 15,745 $851K No change
WFC Wells Fargo & Co. 0.06% 10,631 $846K No change
WDS Woodside Energy Group-ADR 0.06% 35,381 $845K No change
NTR Nutrien Ltd. 0.06% 10,800 $815K No change
CRM Salesforce Inc. 0.06% 4,291 $801K Add +18.1%
A Agilent Technologies Inc. 0.05% 6,403 $730K No change
PPLT Abrdn Physical Platinum SHRS 0.05% 3,964 $707K Reduce -39.0%
URA Global X Uranium ETF 0.05% 14,405 $698K No change
VIG Vanguard Dividend Apprec ETF 0.04% 2,942 $633K No change
MTD Mettler-Toledo International 0.04% 482 $608K No change
CSD Invesco S&P Spin-Off ETF 0.04% 4,903 $552K No change
VPL Vanguard Ftse Pacific ETF 0.03% 4,931 $482K No change
LEVI Levi Strauss & Co. Class A 0.03% 24,500 $453K No change
ALSN Allison Transmission Holding 0.02% 2,500 $293K No change
IBB iShares Biotechnology ETF 0.02% 1,373 $232K No change
GLD SPDR Gold Shares 0.01% 500 $215K No change
EWBC East West Bancorp Inc. 0.01% 2,000 $214K No change
QQQ Invesco QQQ Trust Series 1 0.01% 302 $174K No change
RPRX Royalty Pharma PLC Class A 0.01% 2,220 $106K No change
UNH Unitedhealth Group Inc. 0.01% 365 $99K No change
MOH Molina Healthcare Inc. 0.01% 687 $92K No change
AMGN Amgen Inc. 0.01% 233 $82K No change
TNET Trinet Group Inc. 0.00% 1,900 $69K No change
UG United Guardian Inc. 0.00% 9,500 $64K No change
OGN Organon & Co. 0.00% 599 $4K No change

Portfolio Sells Q4 2025 → Q1 2026
GOOGL Alphabet Inc. Class A Reduce -3.8% 10.99% −0.76
VOO Vanguard S&P 500 ETF Reduce -21.4% 1.87% −0.49
WAT Waters Corp. Reduce -21.0% 0.33% −0.18
MMM 3M Co. Reduce -10.2% 1.02% −0.16
VHT Vanguard Health Care ETF Reduce -34.7% 0.23% −0.12
ISRG Intuitive Surgical Inc. Reduce -7.2% 0.48% −0.12
MSFT Microsoft Corp. Reduce -4.8% 0.25% −0.07
SOLV Solventum Corp. Reduce -5.5% 0.24% −0.05
PPLT Abrdn Physical Platinum SHRS Reduce -39.0% 0.05% −0.03
PG The Procter & Gamble Co. Reduce -12.9% 0.23% −0.02
FONR Fonar Corp. Sold out 0.00% −0.02
GNTX Gentex Corp. Sold out 0.00% −0.00
JNJ Johnson & Johnson Reduce -9.4% 1.97% +0.23
PSX Phillips 66 Reduce -1.1% 1.47% +0.47

Portfolio Buys Q4 2025 → Q1 2026
ZTS Zoetis Inc. Add +14.5% 1.53% +0.19
BRK.B Berkshire Hathaway Inc. Class B Add +14.0% 1.05% +0.14
CRM Salesforce Inc. Add +18.1% 0.06% −0.01

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