Q2 2026 13F · SEC CIK 1423673

Hikari Tsushin, Inc.

Investment managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 76
Top holdings a year, 3 yrs: +14.2%
Average holding period: 11.5 yrs

Hikari Tsushin, Inc. is an investment manager that reported 76 positions worth $1.5B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Berkshire Hathaway Inc Del (BRK-A, 56.0%), Alphabet Inc (GOOGL, 12.5%), Invesco Exch Traded Fd Tr II (BKLN, 3.4%). A portfolio copying its top holdings returned 14.2% a year over the last 3 years, against 20.4% for the S&P 500.

Hikari Tsushin, Inc. holdings largest 50 of 76 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hikari Tsushin, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-ABerkshire Hathaway Inc Del	56.0%	55.8%	1,127	+0.0%	$844.0M
GOOGLAlphabet Inc	12.5%	11.0%	528,907	-4.6%	$189.0M
BKLNInvesco Exch Traded Fd Tr II	3.4%	3.5%	2,483,848	+0.0%	$50.6M
VVisa Inc	2.3%	2.1%	102,555	+0.0%	$35.2M
JNJJohnson & Johnson	1.8%	2.0%	109,067	-6.9%	$27.7M
HYGIshares Tr	1.8%	1.9%	343,165	+0.0%	$27.4M
ABBVAbbvie Inc	1.7%	1.6%	101,443	-3.4%	$25.5M
FTSLFirst Tr Exchange-Traded Fd	1.7%	1.8%	570,196	+0.0%	$25.5M
VOOVanguard Index Fds	1.7%	1.9%	36,709	-19.2%	$25.2M
PSXPhillips 66	1.3%	1.5%	114,729	-1.8%	$19.4M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.1%	36,013	+13.3%	$18.0M
ZTSZoetis Inc	1.1%	1.5%	233,617	+24.2%	$16.8M
MMM3m Co	1.0%	1.0%	93,406	-8.4%	$15.1M
LMTLockheed Martin Corp	1.0%	1.2%	29,045	+0.0%	$14.8M
MCOMoodys Corp	1.0%	1.0%	31,689	+0.0%	$14.4M
LINLinde PLC	0.9%	0.9%	25,500	+0.0%	$13.2M
DHRDanaher Corp Del	0.8%	0.8%	64,712	+0.0%	$12.3M
MDTMedtronic PLC	0.8%	0.9%	144,952	+0.0%	$11.3M
BHPBhp Billiton Limited	0.7%	0.6%	119,021	+0.0%	$9.9M
AMEAmetek Inc	0.5%	0.5%	30,529	+0.0%	$7.4M
XOMExxon Mobil Corp	0.5%	0.6%	51,986	+0.0%	$7.1M
RSGRepublic Svcs Inc	0.5%	0.5%	32,200	+0.0%	$6.9M
WATWaters Corp	0.4%	0.3%	16,246	+0.0%	$6.1M
ISRGIntuitive Surgical Inc	0.4%	0.5%	15,185	+0.0%	$6.0M
ECLEcolab Inc	0.4%	0.4%	20,144	+0.0%	$5.6M
ROPRoper Technologies Inc	0.3%	0.4%	14,035	-10.0%	$4.7M
BMYBristol-Myers Squibb Co	0.3%	0.3%	81,141	+0.0%	$4.7M
JJacobs Solutions Inc	0.3%	0.3%	35,985	-6.4%	$4.5M
MSFTMicrosoft Corp	0.2%	0.3%	9,794	+0.0%	$3.7M
VGITVanguard Scottsdale Fds	0.2%	0.2%	54,954	+0.0%	$3.2M
FTVFortive Corp	0.2%	0.2%	49,400	+0.0%	$3.0M
PGProcter & Gamble Co	0.2%	0.2%	20,525	-11.1%	$3.0M
BNBrookfield Corp	0.2%	0.2%	65,646	+0.0%	$2.8M
ABTAbbott Laboratories	0.2%	0.2%	30,604	-6.9%	$2.8M
SOLVSolventum Corporation Common S	0.2%	0.2%	35,220	-33.7%	$2.7M
VEEVVeeva Sys Inc	0.2%	0.2%	13,562	+0.0%	$2.4M
ADPAutomatic Data Processing in	0.2%	0.1%	10,400	+0.0%	$2.3M
VHTVanguard World Fd	0.1%	0.2%	6,967	-43.9%	$2.1M
JKHYHenry Jack & Assoc Inc Com	0.1%	0.2%	14,382	+0.0%	$2.0M
VLTOVeralto Corp	0.1%	0.1%	21,546	+0.0%	$1.9M
CIThe Cigna Group	0.1%	0.1%	6,358	+0.0%	$1.8M
RALRalliant Corp	0.1%	—	21,075	—	$1.6M
VRSNVerisign Inc	0.1%	0.1%	5,901	+0.0%	$1.5M
TDGTransdigm Group Inc	0.1%	0.1%	1,060	+0.0%	$1.4M
COSTCostco Wholesale Corporation	0.1%	0.1%	1,400	+0.0%	$1.3M
MDLZMondelez International	0.1%	0.1%	20,898	+0.0%	$1.2M
VNTVontier Corporation	0.1%	0.1%	39,267	+0.0%	$1.1M
MRKMerck & Co Inc	0.1%	0.1%	8,812	+0.0%	$1.1M
NVONovo-Nordisk A S	0.1%	—	23,512	—	$1.1M
VWOVanguard Intl Equity Index F	0.1%	—	15,745	—	$940K

What Hikari Tsushin, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

ZTS Zoetis Inc+24.2% shares
BRK-B Berkshire Hathaway Inc Del+13.3% shares

Reduced

VHT Vanguard World Fd-43.9% shares
SOLV Solventum Corporation Common S-33.7% shares
VOO Vanguard Index Fds-19.2% shares
PG Procter & Gamble Co-11.1% shares
ROP Roper Technologies Inc-10.0% shares
MMM 3m Co-8.4% shares
ABT Abbott Laboratories-6.9% shares
JNJ Johnson & Johnson-6.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.7% /yr; S&P 500 +20.1%
3 years: +14.2% /yr; S&P 500 +20.4%
5 years: +11.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.5B	76
Q1 2026	$1.5B	78
Q4 2025	$1.5B	80
Q3 2025	$1.5B	77
Q2 2025	$1.4B	76
Q1 2025	$1.5B	71
Q4 2024	$1.4B	71
Q3 2024	$1.4B	71
Q2 2024	$1.3B	69
Q1 2024	$1.3B	65
Q4 2023	$1.1B	62
Q3 2023	$1.0B	58

Questions about Hikari Tsushin, Inc.'s portfolio

What stocks does Hikari Tsushin, Inc. own?

Hikari Tsushin, Inc.'s latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 76 positions worth $1.5B. The largest are Berkshire Hathaway Inc Del (BRK-A) at 56.0%, Alphabet Inc (GOOGL) at 12.5%, Invesco Exch Traded Fd Tr II (BKLN) at 3.4%, Visa Inc (V) at 2.3% and Johnson & Johnson (JNJ) at 1.8%.

What did Hikari Tsushin, Inc. buy last quarter?

In Q2 2026, Hikari Tsushin, Inc. added Zoetis Inc (ZTS) (+24.2% shares) and Berkshire Hathaway Inc Del (BRK-B) (+13.3% shares), compared with its Q1 2026 filing.

What did Hikari Tsushin, Inc. sell last quarter?

In Q2 2026, Hikari Tsushin, Inc. cut from its top 50 Ishares Tr (TLT), cut from its top 50 Amentum Holdings Inc (AMTM), cut from its top 50 Trimble Inc (TRMB), Vanguard World Fd (VHT) (-43.9% shares), Solventum Corporation Common S (SOLV) (-33.7% shares) and Vanguard Index Fds (VOO) (-19.2% shares), compared with its Q1 2026 filing.

How has Hikari Tsushin, Inc.'s portfolio performed?

A portfolio copying Hikari Tsushin, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.7% against +20.1%. Over 5 years: +11.1% a year against +11.6%.

When is Hikari Tsushin, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Hikari Tsushin, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.