Hikari Tsushin, Inc.

Q4 2025 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$1,535,101
Net value change ($000)
+47,811 (3.2%)
New positions
5
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 37,358 26.1%
ZTS 14,593 240.4%
DHR 1,984 15.5%
ISRG 1,699 22.5%
JNJ 1,352 5.3%
MCO 1,089 7.2%
BN 1,011 50.5%
CRM 963 NEW
V 957 2.7%
BDX 932 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOO -4,099 -10.2%
MMM -2,858 -13.6%
MO -1,903 -100.0%
PSX -1,752 -10.3%
J -1,320 -20.6%
LIN -1,240 -10.2%
LMT -1,147 -7.5%
VEEV -1,013 -25.1%
ROP -836 -10.7%
PG -614 -13.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type