Latest Hikari Power Ltd Stock Portfolio
Hikari Power Ltd Performance:
2024 Q3: 3.36%YTD: 6.63%2023: 8.39%
Performance for 2024 Q3 is 3.36%, and YTD is 6.63%, and 2023 is 8.39%.
About Hikari Power Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Hikari Power Ltd reported an equity portfolio of $1.2 Billions as of 30 Sep, 2024.
The top stock holdings of Hikari Power Ltd are , LIN, JNJ. The fund has invested 45% of it's portfolio in BERKSHIRE HATHAWAY INC CLASS A and 6.2% of portfolio in LINDE PUBLIC LIMITED COMPANY.
They significantly reduced their stock positions in ALTRIA GROUP INC (MO).
The top stock holdings of Hikari Power Ltd are , LIN, JNJ. The fund has invested 45% of it's portfolio in BERKSHIRE HATHAWAY INC CLASS A and 6.2% of portfolio in LINDE PUBLIC LIMITED COMPANY.
They significantly reduced their stock positions in ALTRIA GROUP INC (MO).
Hikari Power Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Hikari Power Ltd made a return of 3.36% in the last quarter. In trailing 12 months, it's portfolio return was 10.73%.
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| altria group inc | -1.17 |
Hikari Power Ltd reduced stake in above stock
Sold off
Sector Distribution
Hikari Power Ltd has about 52.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 52.1 |
| Healthcare | 16.3 |
| Financial Services | 9 |
| Basic Materials | 6.3 |
| Energy | 5 |
| Technology | 4.3 |
| Industrials | 2.7 |
| Consumer Defensive | 2.1 |
| Communication Services | 2.1 |
Market Cap. Distribution
Hikari Power Ltd has about 47.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 52.1 |
| LARGE-CAP | 26.4 |
| MEGA-CAP | 21.2 |
Stocks belong to which Index?
About 47.6% of the stocks held by Hikari Power Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 52.4 |
| S&P 500 | 47.6 |
Hikari Power Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Hikari Power Ltd
Hikari Power Ltd has 62 stocks in it's portfolio. About 76% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. LIN was the most profitable stock for Hikari Power Ltd last quarter.
Last Reported on: 25 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABBV | abbvie inc | 0.88 | 53,543 | 10,574,000 | unchanged | 0.00 | ||
| ALDX | aldeyra therapeutics inc | 0.01 | 20,020 | 108,000 | unchanged | 0.00 | ||
| AME | ametek inc | 0.25 | 17,380 | 2,984,000 | unchanged | 0.00 | ||
| AMGN | amgen inc | 0.83 | 30,990 | 9,985,000 | unchanged | 0.00 | ||
| AVXL | anavex life sciences corp | 0.04 | 85,585 | 486,000 | unchanged | 0.00 | ||
| BA | boeing co | 0.31 | 24,500 | 3,725,000 | unchanged | 0.00 | ||
| BAC | bank of america corporation | 0.13 | 40,240 | 1,597,000 | unchanged | 0.00 | ||
| BDX | becton dickinson & co | 0.48 | 23,970 | 5,779,000 | unchanged | 0.00 | ||
| BK | bank of new york mellon corp | 1.46 | 244,800 | 17,591,000 | unchanged | 0.00 | ||
| BMY | bristol-myers squibb company | 0.13 | 29,820 | 1,543,000 | unchanged | 0.00 | ||
| CI | the cigna group | 0.68 | 23,469 | 8,131,000 | unchanged | 0.00 | ||
| CRVS | corvus pharmaceuticals inc | 0.02 | 49,959 | 264,000 | unchanged | 0.00 | ||
| DHR | danaher corp | 4.28 | 185,170 | 51,481,000 | unchanged | 0.00 | ||
| ECL | ecolab inc | 0.08 | 3,710 | 947,000 | unchanged | 0.00 | ||
| FTV | fortive corp | 0.43 | 65,600 | 5,178,000 | unchanged | 0.00 | ||
| GILD | gilead sciences inc | 0.13 | 18,630 | 1,562,000 | unchanged | 0.00 | ||
| GOOG | alphabet inc class c | 1.94 | 140,000 | 23,407,000 | unchanged | 0.00 | ||
| GOOG | alphabet inc class a | 0.16 | 11,780 | 1,954,000 | unchanged | 0.00 | ||
| HON | honeywell international inc | 0.28 | 16,200 | 3,349,000 | unchanged | 0.00 | ||
| IEX | idex corporation | 0.05 | 2,710 | 581,000 | unchanged | 0.00 | ||