Arkolith/Funds/Hikari Tsushin, Inc.

Hikari Tsushin, Inc.

CIK 1423673
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Hikari Tsushin, Inc. holds a concentrated book of 76 stocks worth $1.5B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they trimmed Alphabet Inc-CL A. Their largest long position is Berkshire Hathaway Inc-CL A at 56% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
6
already held, bought more
Trimmed
12
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
76%
Top 10 holdings
84%
Top 20 holdings
93%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

90% mapped to company sectors

Financials
61%
Information Technology
15%
ETF / fund or unclassified
10%
Health Care
9%
Materials
2%
Industrials
1%
Energy
1%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Hikari Tsushin, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 76$268.7B
WELLS FARGO & COMPANY/MN78 / 76$74.2B
JONES FINANCIAL COMPANIES LLLP78 / 76$20.5B
OSAIC HOLDINGS, INC.78 / 76$7.6B
BlackRock, Inc.77 / 76$937.4B
BANK OF AMERICA CORP /DE/77 / 76$190.2B
UBS Group AG77 / 76$72.4B
RAYMOND JAMES FINANCIAL INC77 / 76$56.7B

Ranked by how many of Hikari Tsushin, Inc.'s top 76 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

76 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway Inc-CL A
COMMON
$844.0M1.1K
56.0%
Held
2Alphabet Inc-CL A
COMMON
$189.0M528.9K
12.5%
−4.6%
Reduced · −25K sh
3Invesco Senior Loan ETF
COMMON
$50.6M2.48M
3.4%
Held
4Visa Inc-Class A Shares
COMMON
$35.2M102.6K
2.3%
Held
5Johnson And Johnson
COMMON
$27.7M109.1K
1.8%
−6.8%
Reduced · −8K sh
6Ishares Iboxx High Yld Corp
COMMON
$27.4M343.2K
1.8%
Held
7Abbvie Inc
COMMON
$25.5M101.4K
1.7%
−3.4%
Reduced · −4K sh
8First Trust Senior Loan ETF
COMMON
$25.5M570.2K
1.7%
Held
9Vanguard S And P 500 ETF
COMMON
$25.2M36.7K
1.7%
−19%
Reduced · −9K sh
10Phillips 66
COMMON
$19.4M114.7K
1.3%
−1.8%
Reduced · −2K sh
11Berkshire Hathaway Inc-CL B
COMMON
$18.0M36.0K
1.2%
+13%
Added · +4K sh
12Zoetis Inc
COMMON
$16.8M233.6K
1.1%
+24%
Added · +45K sh
133M Co
COMMON
$15.1M93.4K
1.0%
−8.4%
Reduced · −9K sh
14Lockheed Martin Corp
COMMON
$14.8M29.0K
1.0%
Held
15Moody's Corp
COMMON
$14.4M31.7K
1.0%
Held
16Linde PLC
COMMON
$13.2M25.5K
0.9%
Held
17Danaher Corp
COMMON
$12.3M64.7K
0.8%
Held
18Medtronic PLC
COMMON
$11.3M145.0K
0.8%
Held
19BHP Group Ltd-Spon ADR
COMMON
$9.9M119.0K
0.7%
Held
20Ametek Inc
COMMON
$7.4M30.5K
0.5%
Held
21Exxon Mobil Corp
COMMON
$7.1M52.0K
0.5%
Held
22Republic Services Inc
COMMON
$6.9M32.2K
0.5%
Held
23Waters Corporation
COMMON
$6.1M16.2K
0.4%
Held
24Intuitive Surgical Inc
COMMON
$6.0M15.2K
0.4%
Held
25Ecolab Inc
COMMON
$5.6M20.1K
0.4%
Held
26Roper Technologies Inc
COMMON
$4.7M14.0K
0.3%
−10%
Reduced · −2K sh
27Bristol-Myers Squibb Co
COMMON
$4.7M81.1K
0.3%
Held
28Jacobs Solutions Inc
COMMON
$4.5M36.0K
0.3%
−6.4%
Reduced · −2K sh
29Microsoft Corp
COMMON
$3.7M9.8K
0.2%
Held
30Vanguard Intermediate-Term T
COMMON
$3.2M55.0K
0.2%
Held
31Fortive Corp
COMMON
$3.0M49.4K
0.2%
Held
32Procter And Gamble Co
COMMON
$3.0M20.5K
0.2%
−11%
Reduced · −3K sh
33Brookfield Corp
COMMON
$2.8M65.6K
0.2%
Held
34Abbott Laboratories
COMMON
$2.8M30.6K
0.2%
−6.9%
Reduced · −2K sh
35Solventum Corp
COMMON
$2.7M35.2K
0.2%
−34%
Reduced · −18K sh
36Veeva Systems Inc-Class A
COMMON
$2.4M13.6K
0.2%
Held
37Automatic Data Processing Inc
COMMON
$2.3M10.4K
0.2%
Held
38Vanguard Health Care ETF
COMMON
$2.1M7.0K
0.1%
−44%
Reduced · −5K sh
39Jack Henry And Associates Inc
COMMON
$2.0M14.4K
0.1%
Held
40Veralto Corp
COMMON
$1.9M21.5K
0.1%
Held
41The Cigna Corp
COMMON
$1.8M6.4K
0.1%
Held
42Ralliant Corp
COMMON
$1.6M21.1K
0.1%
Held
43Verisign Inc
COMMON
$1.5M5.9K
0.1%
Held
44Transdigm Group Inc
COMMON
$1.4M1.1K
0.1%
Held
45Costco Wholesale Corp
COMMON
$1.3M1.4K
0.1%
Held
46Mondelez International Inc-CL A
COMMON
$1.2M20.9K
0.1%
Held
47Vontier Corp
COMMON
$1.1M39.3K
0.1%
Held
48Merck And Co Inc
COMMON
$1.1M8.8K
0.1%
Held
49Novo Nordisk As
COMMON
$1.1M23.5K
0.1%
Held
50Vanguard Ftse Emerging Marke
COMMON
$940K15.7K
0.1%
Held
Showing 50 of 76 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202676$1.5B13F-HR
Q1 2026Mar 31, 2026May 13, 202678$1.5B13F-HR
Q4 2025Dec 31, 2025Feb 12, 202680$1.5B13F-HR
Q3 2025Sep 30, 2025Nov 12, 202577$1.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.