SEC 13F Intelligence

Managers / Q3 2019 · view latest →

Hikari Tsushin, Inc.

CIK 0001423673 · HIKARI WEST GATE BLDG., 4F, 1-4-10, NISHI IKEBUKURO, TOSHIMA KU,, TOKYO, M0, 171-0021 · 81-3-5951-3746

Reported Value
$484M
Q3 2019
Positions
52
Filings on Record
29
2019–present window
Filed
Nov 13, 2019
original filing

Summary

Hikari Tsushin, Inc. reported $484M in U.S.-listed holdings across 52 positions for Q3 2019.

The portfolio is heavily concentrated: BRK/A alone accounts for 51.8% of reported value.

Compared with Q2 2019, the fund opened 1 new position and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $432MQ4 ’18Q1 ’19: $451MQ2 ’19: $457MQ3 ’19: $484MQ4 ’19: $567MQ4 ’19Q1 ’20: $468MQ2 ’20: $518MQ3 ’20: $595MQ4 ’20: $682MQ4 ’20Q1 ’21: $743MQ2 ’21: $815MQ4 ’21: $915MQ1 ’22: $995MQ1 ’22Q2 ’22: $758MQ3 ’22: $820MQ4 ’22: $941MQ1 ’23: $957MQ1 ’23Q2 ’23: $1.0BQ3 ’23: $1.0BQ4 ’23: $1.1BQ1 ’24: $1.3BQ1 ’24Q2 ’24: $1.3BQ3 ’24: $1.4BQ4 ’24: $1.4BQ1 ’25: $1.5BQ1 ’25Q2 ’25: $1.4BQ3 ’25: $1.5BQ4 ’25: $1.5BQ1 ’26: $1.5BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 89.0%ETP: 4.0%Other: 3.5%ADR: 3.5%
  • Common Stock · 89.0% · $431M
  • ETP · 4.0% · $19M
  • Other · 3.5% · $17M
  • ADR · 3.5% · $17M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES MSCI HONG KONG ETFNEW+19.8K19.8K+$449,000$449,000
ISHARES MSCI SOUTH KOREA ETFADDED+17.2K26.3K+$937,000$1M
CLCOLGATE PALMOLIVE COSOLD OUT29.7K0$2M$0
WABWABTEC CORPORATIONSOLD OUT24.1K0$2M$0
MKLMARKEL CORPSOLD OUT1700$185,000$0
VANGUARD SMALL-CAP ETFADDED+2.9K7.4K+$437,000$1M
MOALTRIA GROUP INCADDED+34.4K96.4K+$1M$4M
VANGUARD HEALTH CARE ETFADDED+2.6K9.7K+$396,000$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2019

50 positions
#IssuerClass% PortfolioValueShares
1BRK/ABERKSHIRE HATHAWAY INCCOMMON51.81%$251M804
2WFCWELLS FARGO AND COCOMMON9.35%$45M897.2K
3VVISA INCCOMMON3.61%$17M101.6K
4MMM3M COCOMMON3.47%$17M102.1K
5JNJJOHNSON AND JOHNSONCOMMON2.78%$13M104.0K
6MEDTRONIC PLCCOMMON2.36%$11M105.3K
7BNYBANK OF NEW YORK MELLON CORPCOMMON2.16%$10M231.3K
8DHRDANAHER CORPORATIONCOMMON1.94%$9M65.1K
9VANGUARD S AND P 500 ETFCOMMON1.85%$9M32.8K
10GOOGLALPHABET INCCOMMON1.76%$9M7.0K
11AAPLAPPLE INCCOMMON1.53%$7M33.1K
12PGPROCTER AND GAMBLE CO/THECOMMON1.53%$7M59.7K
13DUTMOODY'S CORPCOMMON1.27%$6M30.0K
14ISRGINTUITIVE SURGICALINCCOMMON1.27%$6M11.3K
15ROPROPER TECHNOLOGIES INCCOMMON1.15%$6M15.6K
16LINDE PLCCOMMON1.14%$6M28.6K
17BBLBHP BILLITON PLC ADRCOMMON1.05%$5M119.0K
18BUDANHEUSER BUSCH INBEV ADRCOMMON1.05%$5M53.3K
19MOALTRIA GROUP INCCOMMON0.82%$4M96.4K
20FTVFORTIVE CORPCOMMON0.72%$4M51.1K
21NESTLE SACOMMON0.72%$3M31.9K
22NVONOVO NORDISK ASCOMMON0.67%$3M63.0K
23ECLECOLAB INCCOMMON0.67%$3M16.3K
24RSGREPUBLIC SERVICES INCCOMMON0.58%$3M32.2K
25ABTABBOTT LABORATORIESCOMMON0.57%$3M32.9K
26VDCVANGUARD CONSUMER STAPLE ETFCOMMON0.44%$2M13.7K
27X-TRACKERS HARVEST CSI 300 CHINA-A SHARES ETFCOMMON0.40%$2M71.5K
28ADPAUTOMATIC DATA PROCESSING INCCOMMON0.35%$2M10.4K
29VANGUARD HEALTH CARE ETFCOMMON0.34%$2M9.7K
30USBUS BANCORPCOMMON0.31%$2M27.2K
31ISHARES MSCI SOUTH KOREA ETFCOMMON0.31%$1M26.3K
32MDLZMONDELEZ INTERNATIONAL INCCOMMON0.24%$1M20.9K
33VANGUARD SMALL-CAP ETFCOMMON0.24%$1M7.4K
34WATWATERS CORPORATIONCOMMON0.23%$1M5.0K
35JKHYJACK HENRY AND ASSOCIATES INCCOMMON0.21%$1M6.9K
36IDIINTERDIGITAL INCCOMMON0.13%$615,00011.7K
37NTRNUTRIEN LTDCOMMON0.11%$539,00010.8K
38VANGUARD FTSE EMERGING MARKECOMMON0.11%$535,00013.3K
39ISHARES MSCI HONG KONG ETFCOMMON0.09%$449,00019.8K
40ISHARES NASDAQ BIOTECHNOLOGYCOMMON0.09%$436,0004.4K
41MCKMCKESSON CORPCOMMON0.09%$424,0003.1K
42COSTCOSTCO WHOLESALE CORPCOMMON0.08%$403,0001.4K
43ABGAMERISOURCEBERGEN CORPCOMMON0.08%$398,0004.8K
44FOAFONAR CORPCOMMON0.06%$293,00014.2K
45ISHARES CORE HIGH DIVIDEND ECOMMON0.05%$228,0002.4K
46ERUSISHARES MSCI RUSSIA ETFCOMMON0.04%$209,0005.4K
47IEHCIEH CORPCOMMON0.04%$200,00010.0K
48CAHCARDINAL HEALTH INCCOMMON0.04%$190,0004.0K
49CDKCDK GLOBAL INCCOMMON0.03%$167,0003.5K
50OCEAN BIO CHEM INCCOMMON0.03%$156,00047.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.5B78May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.5B80Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.5B77Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.4B76Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.5B71May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.4B71Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.4B71Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.3B69Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.3B65May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.1B62Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.0B58Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.0B57Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$957M57May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$941M57Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$820M53Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$758M54Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$995M48May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$915M46Feb 8, 202213F-HRchanges · EDGAR ↗
Q2 2021$815M45Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$743M42May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$682M43Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$595M38Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$518M38Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$468M36May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$567M47Feb 6, 202013F-HRchanges · EDGAR ↗
Q3 2019$484M52Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$457M54Jul 30, 201913F-HRchanges · EDGAR ↗
Q1 2019$451M54May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$432M54Feb 6, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.