1y return+10.2%S&P 500 +20.9%
3y return+47.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $154 against $157 in the S&P 500.2
Hikari Tsushin, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/ABerkshire Hathaway Inc-cl A | $844.0M | 56.0% | |
| GOOGLAlphabet Inc-cl A | $189.0M | 12.5% | −4.6% |
| BKLNInvesco Senior Loan Etf | $50.6M | 3.4% | |
| VVisa Inc-class A Shares | $35.2M | 2.3% | |
| JNJJohnson And Johnson | $27.7M | 1.8% | −6.9% |
| HYGIshares Iboxx High Yld Corp | $27.4M | 1.8% | |
| ABBVAbbvie Inc | $25.5M | 1.7% | −3.4% |
| FTSLFirst Trust Senior Loan Etf | $25.5M | 1.7% | |
| VOOVanguard S And P 500 Etf | $25.2M | 1.7% | −19.2% |
| PSXPhillips 66 | $19.4M | 1.3% | −1.8% |
| BRK/BBerkshire Hathaway Inc-cl B | $18.0M | 1.2% | +13.3% |
| ZTSZoetis Inc | $16.8M | 1.1% | +24.2% |
| MMM3m Co | $15.1M | 1.0% | −8.4% |
| LMTLockheed Martin Corp | $14.8M | 1.0% | |
| MCOMoody's Corp | $14.4M | 1.0% | |
| Linde PLCCUSIP G54950103 | $13.2M | 0.9% | |
| DHRDanaher Corp | $12.3M | 0.8% | |
| Medtronic PLCCUSIP G5960L103 | $11.3M | 0.8% | |
| BHPBhp Group Ltd-spon Adr | $9.9M | 0.7% | |
| AMEAmetek Inc | $7.4M | 0.5% | |
| Exxon Mobil CorpCUSIP 30231G102 | $7.1M | 0.5% | |
| RSGRepublic Services Inc | $6.9M | 0.5% | |
| WATWaters Corporation | $6.1M | 0.4% | |
| ISRGIntuitive Surgical Inc | $6.0M | 0.4% | |
| ECLEcolab Inc | $5.6M | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc-cl A | December 31, 2021 | +146.7% | $189.0M |
| PSXPhillips 66 | December 31, 2021 | +133.3% | $19.4M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $7.1M |
| AMEAmetek Inc | June 30, 2022 | +120.2% | $7.4M |
| ABBVAbbvie Inc | December 31, 2021 | +85.8% | $25.5M |
| BRK/ABerkshire Hathaway Inc-cl A | December 31, 2021 | +66.2% | $844.0M |
| VVisa Inc-class A Shares | December 31, 2021 | +58.3% | $35.2M |
| VOOVanguard S And P 500 Etf | December 31, 2021 | +57.3% | $25.2M |
| RSGRepublic Services Inc | December 31, 2021 | +52.8% | $6.9M |
| JNJJohnson And Johnson | December 31, 2021 | +48.5% | $27.7M |
Sold off last quarter
- TLTIshares 20 Year Treasury Bd was $3.0M
- URAGlobal X Uranium Etf was $698K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.3% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +3.3% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | −4.2% | +10.5% |
| March 31, 2025 | +9.4% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +9.0% | +5.4% |
| June 30, 2024 | −0.9% | +4.0% |
| March 31, 2024 | +12.5% | +10.0% |
| December 31, 2023 | +4.5% | +11.2% |
| September 30, 2023 | +1.4% | −3.6% |
| June 30, 2023 | +8.6% | +8.3% |
| March 31, 2023 | +1.1% | +7.0% |
| December 31, 2022 | +12.4% | +7.1% |
| September 30, 2022 | −4.0% | −5.3% |
| June 30, 2022 | −19.1% | −16.5% |
| March 31, 2022 | +8.8% | −4.9% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hikari Tsushin, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1423673&type=13F-HR&dateb=&owner=include&count=40CIK 1423673
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1423673/000142367326000004/Filed August 12, 2026 · accession 0001423673-26-000004