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Hikari Power 13F Portfolio

Portfolio Manager
Hikari Power Ltd
Performance
+2.83% (2026 Q2)
AUM (13F)
$854.52M
# of Holdings
43
Performance Rank
Allocation (Top 20)
94.53%
Latest filing
Q2 2026

Hikari Power Ltd Holdings Map

Top 42 Hikari Power Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.A
BERKSHIRE HATHAWAY INC CLASS A
60.73%693$519.0M
-8.70%(-66)
2025-Q2: 783 shares2025-Q3: 783 shares2025-Q4: 783 shares2026-Q1: 759 shares2026-Q2: 693 shares
$72596.56(+929.53%)
2026-06-30
V
VISA INC CLASS A
4.99%124.3K$42.6M
-19.27%(-29.66K)
2025-Q2: 153.7K shares2025-Q3: 153.7K shares2025-Q4: 153.7K shares2026-Q1: 153.9K shares2026-Q2: 124.3K shares
$48.63(+644.33%)
2026-06-30
JNJ
JOHNSON & JOHNSON
4.7%158.1K$40.1M
-48.80%(-150.68K)
2025-Q2: 339.4K shares2025-Q3: 339.4K shares2025-Q4: 339.4K shares2026-Q1: 308.8K shares2026-Q2: 158.1K shares
$106.36(+144.88%)
2026-06-30
GOOG
ALPHABET INC CLASS C
4.59%111.0K$39.2M
-6.73%(-8.01K)
2025-Q2: 140.0K shares2025-Q3: 140.0K shares2025-Q4: 140.0K shares2026-Q1: 119.0K shares2026-Q2: 111.0K shares
$43.79(+682.54%)
2026-06-30
PSX
PHILLIPS 66
3.07%155.3K$26.3M
-18.40%(-35.03K)
2025-Q2: 190.3K shares2025-Q3: 190.3K shares2025-Q4: 190.3K shares2026-Q1: 190.3K shares2026-Q2: 155.3K shares
$81.33(+194.03%)
2026-06-30
LIN
LINDE PLC
2.45%40.4K$21.0M
-74.28%(-116.68K)
2025-Q2: 157.1K shares2025-Q3: 157.1K shares2025-Q4: 157.1K shares2026-Q1: 157.1K shares2026-Q2: 40.4K shares
$157.74(+203.59%)
2026-06-30
ROP
ROPER TECHNOLOGIES INC
2.38%60.0K$20.3M
+0.00%(+0)
2025-Q2: 74.4K shares2025-Q3: 74.4K shares2025-Q4: 74.4K shares2026-Q1: 60.0K shares2026-Q2: 60.0K shares
$193.63(+106.24%)
2026-06-30
BK
BANK OF NEW YORK MELLON CORP
2.02%119.4K$17.3M
-38.47%(-74.69K)
2025-Q2: 205.8K shares2025-Q3: 205.8K shares2025-Q4: 194.1K shares2026-Q1: 194.1K shares2026-Q2: 119.4K shares
$45.31(+217.35%)
2026-06-30
MCO
MOODYS CORPORATION
1.71%32.2K$14.6M
-39.25%(-20.82K)
2025-Q2: 53.0K shares2025-Q3: 53.0K shares2025-Q4: 53.0K shares2026-Q1: 53.0K shares2026-Q2: 32.2K shares
$293.53(+65.22%)
2026-06-30
VOO
VANGUARD S&P 500 ETF
1.54%19.2K$13.2M
+0.00%(+0)
2025-Q2: 19.2K shares2025-Q3: 19.2K shares2025-Q4: 19.2K shares2026-Q1: 19.2K shares2026-Q2: 19.2K shares
$244.97(+190.92%)
2026-06-30

About Hikari Power Ltdโ€™s portfolio

Hikari Power Ltd reports $854.52M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are BRK.A (60.7%), V (5.0%) and JNJ (4.7%). The top 20 holdings account for 94.53% of reported assets. Its disclosed equity book has returned +40.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
BRK.A โ€” 63.3% ($518.95M)V โ€” 5.2% ($42.64M)JNJ โ€” 4.9% ($40.15M)GOOG โ€” 4.8% ($39.22M)PSX โ€” 3.2% ($26.25M)LIN โ€” 2.6% ($20.96M)ROP โ€” 2.5% ($20.30M)BK โ€” 2.1% ($17.27M)MCO โ€” 1.8% ($14.59M)VOO โ€” 1.6% ($13.19M)Other โ€” 8.1% ($66.47M)
92%in top 10
  • BRK.A63.3%
  • V5.2%
  • JNJ4.9%
  • GOOG4.8%
  • PSX3.2%
  • LIN2.6%
  • ROP2.5%
  • BK2.1%
  • MCO1.8%
  • VOO1.6%
  • Other8.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
ZTSZOETIS INC0.1%
TGTXTG THERAPEUTICS INC0.0%
Trimmed
17
LINLINDE PLC-74.3%
BRK.ABERKSHIRE HATHAWAY INC CLASS A-8.7%
JNJJOHNSON & JOHNSON-48.8%
DHRDANAHER CORP-88.9%
+13 more

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Source filings

Holdings on this page are parsed from Hikari Power Ltdโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1606152). View Hikari Power Ltdโ€™s 13F filings on SEC

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