Latest Hikari Tsushin, Inc. Stock Portfolio
Hikari Tsushin, Inc. Performance:
2024 Q3: 1.56%YTD: 5.56%2023: 7.07%
Performance for 2024 Q3 is 1.56%, and YTD is 5.56%, and 2023 is 7.07%.
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 $1.4 Billions as of 30 Sep, 2024.
The top stock holdings of Hikari Tsushin, Inc. are , GOOG, BAB. The fund has invested 55.3% of it's portfolio in BERKSHIRE HATHAWAY INC-CL A and 7.8% of portfolio in ALPHABET INC-CL A.
They significantly reduced their stock positions in APPLE INC (AAPL), MICROSOFT CORP (MSFT) and ALPHABET INC-CL A (GOOG). Hikari Tsushin, Inc. opened new stock positions in AMENTUM HOLDINGS INC and INVESCO QQQ TRUST SERIES 1 (QQQ). The fund showed a lot of confidence in some stocks as they added substantially to VEEVA SYSTEMS INC-CLASS A (VEEV), FORTIVE CORP (FTV) and INVESCO SENIOR LOAN ETF (BAB).
The top stock holdings of Hikari Tsushin, Inc. are , GOOG, BAB. The fund has invested 55.3% of it's portfolio in BERKSHIRE HATHAWAY INC-CL A and 7.8% of portfolio in ALPHABET INC-CL A.
They significantly reduced their stock positions in APPLE INC (AAPL), MICROSOFT CORP (MSFT) and ALPHABET INC-CL A (GOOG). Hikari Tsushin, Inc. opened new stock positions in AMENTUM HOLDINGS INC and INVESCO QQQ TRUST SERIES 1 (QQQ). The fund showed a lot of confidence in some stocks as they added substantially to VEEVA SYSTEMS INC-CLASS A (VEEV), FORTIVE CORP (FTV) and INVESCO SENIOR LOAN ETF (BAB).
Hikari Tsushin, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Hikari Tsushin, Inc. made a return of 1.56% in the last quarter. In trailing 12 months, it's portfolio return was 8.51%.
New Buys
| Ticker | $ Bought |
|---|---|
| amentum holdings inc | 1,328,730 |
| invesco qqq trust series 1 | 147,397 |
New stocks bought by Hikari Tsushin, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| veeva systems inc-class a | 96.98 |
| fortive corp | 14.69 |
| invesco senior loan etf | 11.85 |
| first trust senior loan etf | 11.84 |
| ishares iboxx high yld corp | 11.54 |
| vanguard s and p 500 etf | 2.62 |
| berkshire hathaway inc-cl b | 0.61 |
| aflac inc | 0.33 |
Additions to existing portfolio by Hikari Tsushin, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| apple inc | -34.04 |
| microsoft corp | -13.51 |
| alphabet inc-cl a | -6.59 |
| altria group inc | -4.09 |
| lockheed martin corp | -3.26 |
Hikari Tsushin, Inc. reduced stake in above stock
Sold off
Sector Distribution
Hikari Tsushin, Inc. has about 69.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 69.5 |
| Communication Services | 7.8 |
| Healthcare | 7.6 |
| Industrials | 5.2 |
| Financial Services | 3.1 |
| Technology | 2.3 |
| Energy | 1.6 |
| Consumer Defensive | 1.6 |
| Basic Materials | 1.2 |
Market Cap. Distribution
Hikari Tsushin, Inc. has about 30.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 69.5 |
| MEGA-CAP | 15.7 |
| LARGE-CAP | 14.7 |
Stocks belong to which Index?
About 30.2% of the stocks held by Hikari Tsushin, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 69.8 |
| S&P 500 | 30.2 |
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 71 stocks in it's portfolio. About 81.2% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. MMM was the most profitable stock for Hikari Tsushin, Inc. last quarter.
Last Reported on: 12 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.02 | 1,815 | 269,491 | unchanged | 0.00 | ||
| AAPL | apple inc | 0.73 | 44,207 | 10,300,200 | reduced | -34.04 | ||
| AAXJ | ishares iboxx high yld corp | 1.96 | 343,165 | 27,556,200 | added | 11.54 | ||
| ABBV | abbvie inc | 1.47 | 104,963 | 20,728,100 | unchanged | 0.00 | ||
| ABT | abbott laboratories | 0.27 | 32,870 | 3,747,510 | unchanged | 0.00 | ||
| ADP | automatic data processing inc | 0.20 | 10,400 | 2,877,990 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.02 | 2,101 | 234,892 | added | 0.33 | ||
| ALSN | allison transmission holding | 0.02 | 2,500 | 240,175 | unchanged | 0.00 | ||
| AME | ametek inc | 0.41 | 33,288 | 5,715,880 | unchanged | 0.00 | ||
| BAB | invesco senior loan etf | 3.70 | 2,483,850 | 52,185,600 | added | 11.85 | ||
| BMY | bristol-myers squibb co | 0.30 | 81,141 | 4,198,240 | unchanged | 0.00 | ||
| BNDW | vanguard intermediate-term t | 0.24 | 54,954 | 3,320,320 | unchanged | 0.00 | ||
| CI | cigna corp | 0.22 | 8,911 | 3,087,130 | unchanged | 0.00 | ||
| COST | costco wholesale corp | 0.09 | 1,400 | 1,241,130 | unchanged | 0.00 | ||
| CSD | invesco s and p spin-off etf | 0.03 | 4,903 | 393,932 | unchanged | 0.00 | ||
| DHR | danaher corp | 1.31 | 66,269 | 18,424,100 | unchanged | 0.00 | ||
| ECL | ecolab inc | 0.36 | 19,873 | 5,074,170 | unchanged | 0.00 | ||
| ECLN | first trust senior loan etf | 1.86 | 570,196 | 26,166,300 | added | 11.84 | ||
| EWBC | east west bancorp inc | 0.01 | 2,000 | 165,480 | unchanged | 0.00 | ||
| FONR | fonar corp | 0.02 | 14,158 | 229,218 | unchanged | 0.00 | ||