Latest Hikari Tsushin, Inc. Stock Portfolio
$1.26Billion– No. of Holdings #65
Hikari Tsushin, Inc. Performance:
2024 Q1: 2.3%YTD: 2.3%2023: 7.08%
Performance for 2024 Q1 is 2.3%, and YTD is 2.3%, and 2023 is 7.08%.
About Hikari Tsushin, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Hikari Tsushin, Inc. reported an equity portfolio of $1.3 Billions as of 31 Mar, 2024.
The top stock holdings of Hikari Tsushin, Inc. are , GOOG, VOO. The fund has invested 56.8% of it's portfolio in BERKSHIRE HATHAWAY INC-CL A and 8.6% of portfolio in ALPHABET INC-CL A.
The fund managers got completely rid off ALIBABA GROUP HLDG LTD (BABA) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), PHILLIPS 66 (PSX) and ALPHABET INC-CL A (GOOG). Hikari Tsushin, Inc. opened new stock positions in VANGUARD FTSE EMERGING MARKE (VEU), INVESCO S AND P SPIN-OFF ETF (CSD) and AFLAC INC (AFL). The fund showed a lot of confidence in some stocks as they added substantially to JACOBS SOLUTIONS INC (J), FIRST TRUST SENIOR LOAN ETF (ECLN) and INVESCO SENIOR LOAN ETF (BAB).
The top stock holdings of Hikari Tsushin, Inc. are , GOOG, VOO. The fund has invested 56.8% of it's portfolio in BERKSHIRE HATHAWAY INC-CL A and 8.6% of portfolio in ALPHABET INC-CL A.
The fund managers got completely rid off ALIBABA GROUP HLDG LTD (BABA) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), PHILLIPS 66 (PSX) and ALPHABET INC-CL A (GOOG). Hikari Tsushin, Inc. opened new stock positions in VANGUARD FTSE EMERGING MARKE (VEU), INVESCO S AND P SPIN-OFF ETF (CSD) and AFLAC INC (AFL). The fund showed a lot of confidence in some stocks as they added substantially to JACOBS SOLUTIONS INC (J), FIRST TRUST SENIOR LOAN ETF (ECLN) and INVESCO SENIOR LOAN ETF (BAB).
Hikari Tsushin, Inc. Equity Portfolio Value
Last Reported on: 09 May, 2024
Hikari Tsushin, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Hikari Tsushin, Inc. made a return of 2.3% in the last quarter. In trailing 12 months, it's portfolio return was 7.38%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard ftse emerging marke | 441,885 |
| vanguard ftse pacific etf | 374,904 |
| invesco s and p spin-off etf | 298,074 |
| aflac inc | 179,018 |
New stocks bought by Hikari Tsushin, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| jacobs solutions inc | 1,445 |
| first trust senior loan etf | 75.14 |
| invesco senior loan etf | 75.09 |
| ishares iboxx high yld corp | 73.31 |
| 3m co | 14.81 |
| vanguard health care etf | 13.1 |
| berkshire hathaway inc-cl b | 6.36 |
| lockheed martin corp | 5.61 |
Additions to existing portfolio by Hikari Tsushin, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| apple inc | -7.96 |
| phillips 66 | -3.31 |
| alphabet inc-cl a | -1.29 |
Hikari Tsushin, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| alibaba group hldg ltd | -2,180,430 |
Hikari Tsushin, Inc. got rid off the above stocks
Sector Distribution
Hikari Tsushin, Inc. has about 67.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 67.8 |
| Communication Services | 8.5 |
| Healthcare | 7.8 |
| Industrials | 4.6 |
| Financial Services | 3.3 |
| Technology | 2.9 |
| Energy | 2.1 |
| Consumer Defensive | 1.7 |
| Basic Materials | 1.3 |
Market Cap. Distribution
Hikari Tsushin, Inc. has about 31.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 67.8 |
| MEGA-CAP | 17.3 |
| LARGE-CAP | 14.6 |
Stocks belong to which Index?
About 32% of the stocks held by Hikari Tsushin, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 68 |
| S&P 500 | 32 |
Hikari Tsushin, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Hikari Tsushin, Inc.
Hikari Tsushin, Inc. has 65 stocks in it's portfolio. About 81.2% of the portfolio is in top 10 stocks. MMM proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Hikari Tsushin, Inc. last quarter.
Last Reported on: 09 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.02 | 1,815 | 264,101 | unchanged | 0.00 | ||
| AAPL | apple inc | 0.91 | 67,022 | 11,492,900 | reduced | -7.96 | ||
| AAXJ | ishares iboxx high yld corp | 1.36 | 219,474 | 17,059,700 | added | 73.31 | ||
| ABBV | abbvie inc | 1.52 | 104,963 | 19,113,800 | unchanged | 0.00 | ||
| ABT | abbott laboratories | 0.30 | 32,870 | 3,736,000 | unchanged | 0.00 | ||
| ADP | automatic data processing inc | 0.21 | 10,400 | 2,597,300 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.01 | 2,085 | 179,018 | new | |||
| AGG | ishares biotechnology etf | 0.01 | 1,373 | 188,403 | unchanged | 0.00 | ||
| ALSN | allison transmission holding | 0.02 | 2,500 | 202,900 | unchanged | 0.00 | ||
| AME | ametek inc | 0.48 | 33,288 | 6,088,380 | unchanged | 0.00 | ||
| BAB | invesco senior loan etf | 2.66 | 1,585,370 | 33,530,600 | added | 75.09 | ||
| BABA | alibaba group hldg ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BHP | bhp group ltd-spon adr | 0.55 | 119,021 | 6,866,320 | unchanged | 0.00 | ||
| BMY | bristol-myers squibb co | 0.35 | 81,141 | 4,400,280 | unchanged | 0.00 | ||
| CI | cigna corp | 0.26 | 8,911 | 3,236,390 | unchanged | 0.00 | ||
| COST | costco wholesale corp | 0.08 | 1,400 | 1,025,680 | unchanged | 0.00 | ||
| CSD | invesco s and p spin-off etf | 0.02 | 4,200 | 298,074 | new | |||
| DHR | danaher corp | 1.31 | 66,269 | 16,548,700 | unchanged | 0.00 | ||
| ECL | ecolab inc | 0.36 | 19,873 | 4,588,680 | unchanged | 0.00 | ||
| ECLN | first trust senior loan etf | 1.33 | 363,055 | 16,776,800 | added | 75.14 | ||