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Portfolio (Quarterly) Guide ↗

Hikari Tsushin, Inc.

· CIK 0001423673
13F Portfolio $1.5B AUM 80 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VLTO VERALTO CORP Industrials 21,546.0 $2.1M 0.14% NEW $99.78 -13.8%
42 CI THE CIGNA CORP Healthcare 6,358.0 $1.7M 0.11% NEW $275.23 +2.0%
43 VNT VONTIER CORP Technology 39,267.0 $1.5M 0.10% NEW $37.18 -20.6%
44 VRSN VERISIGN INC Technology 5,901.0 $1.4M 0.09% NEW $242.95 +26.3%
45 TDG TRANSDIGM GROUP INC Industrials 1,060.0 $1.4M 0.09% NEW $1329.85 -7.8%
46 TRMB TRIMBLE INC Technology 17,728.0 $1.4M 0.09% NEW $78.35 -28.1%
47 AMTM AMENTUM HOLDINGS INC Industrials 45,403.0 $1.3M 0.09% NEW $29.00 -21.0%
48 PPLT ABRDN PHYSICAL PLATINUM SHRS Financial Services 6,496.0 $1.2M 0.08% NEW $186.43 -90.5%
49 COST COSTCO WHOLESALE CORP Consumer Defensive 1,400.0 $1.2M 0.08% NEW $862.34 +16.3%
50 NVO NOVO NORDISK AS Healthcare 23,512.0 $1.2M 0.08% NEW $50.88 -13.1%
51 MDLZ MONDELEZ INTERNATIONAL INC-CL A Consumer Defensive 20,898.0 $1.1M 0.07% NEW $53.83 +13.8%
52 RALLIANT CORP 21,075.0 $1.1M 0.07% NEW $50.91
53 WFC WELLS FARGO AND CO Financial Services 10,631.0 $991K 0.07% NEW $93.20 -18.0%
54 CRM SALESFORCE INC Technology 3,634.0 $963K 0.06% NEW $264.91 -32.4%
55 BDX BECTON DICKINSON AND CO Healthcare 6,107.0 $932K 0.06% NEW $152.62 -3.2%
56 MRK MERCK AND CO INC Healthcare 8,812.0 $928K 0.06% NEW $105.26 +13.8%
57 A AGILENT TECHNOLOGIES INC Healthcare 6,403.0 $871K 0.06% NEW $136.07 -15.4%
58 VWO VANGUARD FTSE EMERGING MARKE 15,745.0 $846K 0.06% NEW $53.76 +12.0%
59 MTD METTLER-TOLEDO INTERNATIONAL Healthcare 482.0 $672K 0.04% NEW $1394.19 -21.0%
60 NTR NUTRIEN LTD Basic Materials 10,800.0 $667K 0.04% NEW $61.72 +13.3%
Page 3 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 35.2%
Healthcare 27.4%
Industrials 12.7%
Financial Services 11.3%
Basic Materials 4.7%
Energy 4.3%
Technology 3.0%
Consumer Defensive 1.2%
Consumer Cyclical 0.2%