$385 Million is the total value of Hikari Tsushin, Inc.'s 50 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 17.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC | $205,325,000 | -5.7% | 728 | 0.0% | 53.30% | -6.7% | |
| WFC | Buy | WELLS FARGO | $48,826,000 | +16.4% | 901,000 | +12.6% | 12.67% | +15.1% |
| V | VISA INC | $13,457,000 | +10.7% | 101,598 | 0.0% | 3.49% | +9.5% | |
| GOOGL | ALPHABET INC CL-A | $7,882,000 | +8.9% | 6,980 | 0.0% | 2.05% | +7.7% | |
| JNJ | Buy | JOHNSON AND JOHNSON | $7,444,000 | +7.9% | 61,350 | +14.0% | 1.93% | +6.7% |
| KHC | Buy | THE KRAFT HEINZ COMPANY | $7,165,000 | +297.0% | 114,049 | +293.7% | 1.86% | +292.4% |
| DHR | DANAHER CORPORATION | $6,428,000 | +0.8% | 65,135 | 0.0% | 1.67% | -0.3% | |
| NVO | NOVO NORDISK A/S | $6,377,000 | -6.4% | 138,280 | 0.0% | 1.66% | -7.4% | |
| MMM | Buy | 3M CO | $6,203,000 | +14.6% | 31,530 | +27.9% | 1.61% | +13.3% |
| DVA | Buy | VANGUARD CONSUMER STAPLE ETF | $5,624,000 | +26.6% | 74,410 | +10.5% | 1.46% | +25.2% |
| MDT | MEDTRONIC INC | $5,576,000 | +6.7% | 65,130 | 0.0% | 1.45% | +5.5% | |
| ISRG | INTUITIVE SURGICAL INC | $5,426,000 | +15.9% | 11,340 | 0.0% | 1.41% | +14.6% | |
| AGN | ALLERGAN PLC | $4,979,000 | -0.9% | 29,866 | 0.0% | 1.29% | -2.0% | |
| IEHC | New | PROCTER GAMBLE CO | $4,658,000 | – | 59,670 | +100.0% | 1.21% | – |
| PX | PRAXAIR INC | $4,523,000 | +9.6% | 28,600 | 0.0% | 1.17% | +8.4% | |
| BBL | BHP BILLITON PLC-ADR | $4,401,000 | +13.1% | 97,900 | 0.0% | 1.14% | +11.9% | |
| ROP | ROPER TECHNOLOGIES INC | $4,304,000 | -1.7% | 15,600 | 0.0% | 1.12% | -2.8% | |
| FTV | FORTIVE CORP | $3,942,000 | -0.5% | 51,117 | 0.0% | 1.02% | -1.6% | |
| SNY | SANOFI AVENTIS SA | $3,285,000 | -0.2% | 82,110 | 0.0% | 0.85% | -1.3% | |
| CELG | CELGENE CORP | $2,683,000 | -11.0% | 33,782 | 0.0% | 0.70% | -12.0% | |
| WAT | Buy | WATERS CORPORATION | $2,627,000 | +164.6% | 30,603 | +512.1% | 0.68% | +161.3% |
| ECL | ECOLAB INC | $2,287,000 | +2.4% | 16,296 | 0.0% | 0.59% | +1.4% | |
| RSG | REPUBLIC SERVICES INC | $2,201,000 | +3.2% | 32,200 | 0.0% | 0.57% | +2.0% | |
| WAB | WABTEC CORPORATION | $2,179,000 | +21.1% | 22,100 | 0.0% | 0.57% | +19.9% | |
| ABT | ABBOTT LABORATORIES | $2,005,000 | +1.8% | 32,870 | 0.0% | 0.52% | +0.6% | |
| BUD | Buy | Anheuser Busch InBev ADR | $1,743,000 | +108.5% | 17,300 | +127.6% | 0.45% | +106.4% |
| ESRX | Express Scripts Holdsing Inc | $1,580,000 | +11.7% | 20,470 | 0.0% | 0.41% | +10.5% | |
| AAPL | APPLE INC | $1,476,000 | +10.3% | 7,975 | 0.0% | 0.38% | +9.1% | |
| ADP | AUTOMATIC DATA PROCESSING INC | $1,395,000 | +18.2% | 10,400 | 0.0% | 0.36% | +16.8% | |
| USB | US BANCORP | $1,361,000 | -0.9% | 27,200 | 0.0% | 0.35% | -2.2% | |
| IDCC | INTERDIGITAL INC | $949,000 | +10.0% | 11,730 | 0.0% | 0.25% | +8.4% | |
| JKHY | JACK HENRY AND ASSOCIATES INC | $899,000 | +7.7% | 6,900 | 0.0% | 0.23% | +6.4% | |
| MDLZ | MONDELEZ INTERNATIONAL INC | $857,000 | -1.7% | 20,898 | 0.0% | 0.22% | -3.1% | |
| NSRGY | Buy | NESTLE SA | $787,000 | +54.9% | 10,160 | +58.3% | 0.20% | +53.4% |
| QCOM | QUALCOMM INC | $747,000 | +1.4% | 13,303 | 0.0% | 0.19% | +0.5% | |
| NTR | NUTRIEN LTD | $587,000 | +15.1% | 10,800 | 0.0% | 0.15% | +13.4% | |
| DOFSQ | Sell | DIAMOND OFFSHORE DRILLING INC | $492,000 | -66.0% | 23,600 | -76.1% | 0.13% | -66.3% |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY | $481,000 | +2.8% | 4,380 | 0.0% | 0.12% | +1.6% | |
| MCK | MCKESSON CORP | $414,000 | -5.3% | 3,100 | 0.0% | 0.11% | -7.0% | |
| ABC | AMERISOURCEBERGEN CORP | $412,000 | -1.0% | 4,830 | 0.0% | 0.11% | -1.8% | |
| FONR | Buy | FONAR CORP | $376,000 | +78.2% | 14,158 | +100.0% | 0.10% | +78.2% |
| COST | COSTCO WHOLESALES CORP | $293,000 | +11.0% | 1,400 | 0.0% | 0.08% | +10.1% | |
| CDK | CDK GLOBAL INC | $225,000 | +2.3% | 3,466 | 0.0% | 0.06% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $196,000 | -22.2% | 4,018 | 0.0% | 0.05% | -22.7% | |
| TPB | TURNING POINT BRANDS INC | $94,000 | +64.9% | 2,940 | 0.0% | 0.02% | +60.0% | |
| PINC | Buy | PREMIER INC CLASS A | $83,000 | +102.4% | 4,983 | +280.4% | 0.02% | +100.0% |
| FL | Exit | FOOT LOCKER INC | $0 | – | -1,860 | -100.0% | -0.02% | – |
| YY | Exit | YY-INC ADR | $0 | – | -934 | -100.0% | -0.03% | – |
| DLX | Exit | DELUXE CORP | $0 | – | -2,738 | -100.0% | -0.05% | – |
| ASHR | Exit | DEUTSCHE X-TRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | $0 | – | -9,830 | -100.0% | -0.08% | – |
| SJB | Exit | PROSHARES SHORT HIGH YIELD | $0 | – | -18,300 | -100.0% | -0.11% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -106,800 | -100.0% | -0.38% | – |
| VOO | Exit | Vanguard SP 500 ETF | $0 | – | -12,160 | -100.0% | -0.77% | – |
| IBM | Exit | International Business Machines Corp | $0 | – | -23,870 | -100.0% | -0.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC-CL A | 41 | Q3 2023 | 60.8% |
| WELLS FARGO & CO | 41 | Q3 2023 | 18.3% |
| JOHNSON & JOHNSON | 41 | Q3 2023 | 3.1% |
| 3M CO | 41 | Q3 2023 | 4.9% |
| NOVO NORDISK AS | 41 | Q3 2023 | 4.1% |
| APPLE INC | 41 | Q3 2023 | 2.6% |
| ABBOTT LABORATORIES | 41 | Q3 2023 | 1.2% |
| ECOLAB INC | 41 | Q3 2023 | 0.7% |
| REPUBLIC SERVICES INC | 41 | Q3 2023 | 0.6% |
| MONDELEZ INTERNATIONAL INC | 41 | Q3 2023 | 0.9% |
View Hikari Tsushin, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-08-11 |
View Hikari Tsushin, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.