Hikari Tsushin, Inc.
•CIK: 1423673•Filing: Q4 2025
**Hikari Tsushin, Inc.** manages $1.5B across a diversified portfolio of 80 positions. The fund exhibits a significant conviction in value and technology leaders, evidenced by its top holding in BRK/A at $850.7M. Further allocations include substantial positions in GOOGL ($180.3M) and VOO ($36.2M), suggesting a core focus on established, high-quality secular growth names. This concentrated structure signals a disciplined, long-term approach to capital appreciation.
Total AUM
$1.5B
QoQ Performance
+3.2%
Positions
80
Top 10 Concentration
83.4%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/A
GOOGL
BRK/A55.4%
GOOGL11.7%
BKLN3.4%
VOO2.4%
V2.3%
HYG1.8%
JNJ1.7%
FTSL1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Financial58.9%
Other17.0%
Technology12.1%
Healthcare5.9%
ETF2.4%
Industrial2.1%
Materials1.1%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑2 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023