☆Hikari Tsushin, Inc.
Quality Q
0.938
AUM ($M)
1,506
Positions
76
Turnover
0.03
Top-10 wt
84%
Herfindahl
0.334
History (qtrs)
6
Excess Return
+12.5%
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Holdings · 78 positions · portfolio value $1,506M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC-CL A | HOLD | — | 56.0% | +0.2% | 844.0 | 1,127 | +0 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC-CL A | TRIM | — | 12.5% | +1.6% | 189.0 | 528,907 | -25,325 | 5 | — |
| ☆BKLN funds › | INVESCO SENIOR LOAN ETF | HOLD | — | 3.4% | -0.1% | 50.6 | 2,483,848 | +0 | 5 | — |
| ☆V funds › | VISA INC-CLASS A SHARES | HOLD | — | 2.3% | +0.2% | 35.2 | 102,555 | +0 | 5 | — |
| ☆JNJ funds › | JOHNSON AND JOHNSON | TRIM | — | 1.8% | -0.1% | 27.7 | 109,067 | -8,028 | 5 | — |
| ☆HYG funds › | ISHARES IBOXX HIGH YLD CORP | HOLD | — | 1.8% | -0.1% | 27.4 | 343,165 | +0 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 1.7% | +0.1% | 25.5 | 101,443 | -3,520 | 5 | — |
| ☆FTSL funds › | FIRST TRUST SENIOR LOAN ETF | HOLD | — | 1.7% | -0.1% | 25.5 | 570,196 | +0 | 5 | — |
| ☆VOO funds › | VANGUARD S AND P 500 ETF | TRIM | — | 1.7% | -0.2% | 25.2 | 36,709 | -8,706 | 5 | — |
| ☆PSX funds › | PHILLIPS 66 | TRIM | — | 1.3% | -0.2% | 19.4 | 114,729 | -2,119 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC-CL B | ADD | — | 1.2% | +0.1% | 18.0 | 36,013 | +4,233 | 5 | — |
| ☆ZTS funds › | ZOETIS INC | ADD | — | 1.1% | -0.4% | 16.8 | 233,617 | +45,492 | 5 | -71.5% |
| ☆MMM funds › | 3M CO | TRIM | — | 1.0% | -0.0% | 15.1 | 93,406 | -8,612 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | HOLD | — | 1.0% | -0.2% | 14.8 | 29,045 | +0 | 5 | — |
| ☆MCO funds › | MOODY'S CORP | HOLD | — | 1.0% | -0.0% | 14.4 | 31,689 | +0 | 5 | — |
| ☆LIN funds › | LINDE PLC | HOLD | — | 0.9% | +0.0% | 13.2 | 25,500 | +0 | 5 | — |
| ☆DHR funds › | DANAHER CORP | HOLD | — | 0.8% | -0.0% | 12.3 | 64,712 | +0 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | HOLD | — | 0.8% | -0.1% | 11.3 | 144,952 | +0 | 5 | — |
| ☆BHP funds › | BHP GROUP LTD-SPON ADR | HOLD | — | 0.7% | +0.1% | 9.9 | 119,021 | +0 | 5 | — |
| ☆AME funds › | AMETEK INC | HOLD | — | 0.5% | +0.0% | 7.4 | 30,529 | +0 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | HOLD | — | 0.5% | -0.1% | 7.1 | 51,986 | +0 | 5 | — |
| ☆RSG funds › | REPUBLIC SERVICES INC | HOLD | — | 0.5% | -0.0% | 6.9 | 32,200 | +0 | 5 | — |
| ☆WAT funds › | WATERS CORPORATION | HOLD | — | 0.4% | +0.1% | 6.1 | 16,246 | +0 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | HOLD | — | 0.4% | -0.1% | 6.0 | 15,185 | +0 | 5 | — |
| ☆ECL funds › | ECOLAB INC | HOLD | — | 0.4% | +0.0% | 5.6 | 20,144 | +0 | 5 | — |
| ☆ROP funds › | ROPER TECHNOLOGIES INC | TRIM | — | 0.3% | -0.1% | 4.7 | 14,035 | -1,565 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | HOLD | — | 0.3% | -0.0% | 4.7 | 81,141 | +0 | 5 | — |
| ☆J funds › | JACOBS SOLUTIONS INC | TRIM | — | 0.3% | -0.0% | 4.5 | 35,985 | -2,470 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | HOLD | — | 0.2% | -0.0% | 3.7 | 9,794 | +0 | 5 | — |
| ☆VGIT funds › | VANGUARD INTERMEDIATE-TERM T | HOLD | — | 0.2% | -0.0% | 3.2 | 54,954 | +0 | 5 | — |
| ☆FTV funds › | FORTIVE CORP | HOLD | — | 0.2% | +0.0% | 3.0 | 49,400 | +0 | 5 | — |
| ☆PG funds › | PROCTER AND GAMBLE CO | TRIM | — | 0.2% | -0.0% | 3.0 | 20,525 | -2,569 | 5 | — |
| ☆BN funds › | BROOKFIELD CORP | HOLD | — | 0.2% | +0.0% | 2.8 | 65,646 | +0 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.2% | -0.0% | 2.8 | 30,604 | -2,266 | 5 | — |
| ☆SOLV funds › | SOLVENTUM CORP | TRIM | — | 0.2% | -0.1% | 2.7 | 35,220 | -17,892 | 5 | — |
| ☆VEEV funds › | VEEVA SYSTEMS INC-CLASS A | HOLD | — | 0.2% | -0.0% | 2.4 | 13,562 | +0 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING INC | HOLD | — | 0.2% | +0.0% | 2.3 | 10,400 | +0 | 5 | — |
| ☆VHT funds › | VANGUARD HEALTH CARE ETF | TRIM | — | 0.1% | -0.1% | 2.1 | 6,967 | -5,442 | 5 | — |
| ☆JKHY funds › | JACK HENRY AND ASSOCIATES INC | HOLD | — | 0.1% | -0.0% | 2.0 | 14,382 | +0 | 5 | — |
| ☆VLTO funds › | VERALTO CORP | HOLD | — | 0.1% | -0.0% | 1.9 | 21,546 | +0 | 5 | — |
| ☆CI funds › | THE CIGNA CORP | HOLD | — | 0.1% | -0.0% | 1.8 | 6,358 | +0 | 5 | — |
| ☆RAL funds › | RALLIANT CORP | HOLD | — | 0.1% | +0.0% | 1.6 | 21,075 | +0 | 5 | +17.1% |
| ☆VRSN funds › | VERISIGN INC | HOLD | — | 0.1% | -0.0% | 1.5 | 5,901 | +0 | 5 | — |
| ☆TDG funds › | TRANSDIGM GROUP INC | HOLD | — | 0.1% | +0.0% | 1.4 | 1,060 | +0 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORP | HOLD | — | 0.1% | -0.0% | 1.3 | 1,400 | +0 | 5 | — |
| ☆MDLZ funds › | MONDELEZ INTERNATIONAL INC-CL A | HOLD | — | 0.1% | -0.0% | 1.2 | 20,898 | +0 | 5 | — |
| ☆VNT funds › | VONTIER CORP | HOLD | — | 0.1% | -0.0% | 1.1 | 39,267 | +0 | 5 | — |
| ☆MRK funds › | MERCK AND CO INC | HOLD | — | 0.1% | +0.0% | 1.1 | 8,812 | +0 | 5 | — |
| ☆NVO funds › | NOVO NORDISK AS | HOLD | — | 0.1% | +0.0% | 1.1 | 23,512 | +0 | 5 | — |
| ☆VWO funds › | VANGUARD FTSE EMERGING MARKE | HOLD | — | 0.1% | +0.0% | 0.9 | 15,745 | +0 | 5 | — |
| ☆AMTM funds › | AMENTUM HOLDINGS INC | HOLD | — | 0.1% | -0.0% | 0.9 | 45,403 | +0 | 5 | — |
| ☆BDX funds › | BECTON DICKINSON AND CO | ADD | — | 0.1% | -0.0% | 0.9 | 6,149 | +42 | 3 | +10.0% |
| ☆TRMB funds › | TRIMBLE INC | HOLD | — | 0.1% | -0.0% | 0.9 | 17,728 | +0 | 5 | — |
| ☆WFC funds › | WELLS FARGO AND CO | HOLD | — | 0.1% | -0.0% | 0.9 | 10,631 | +0 | 5 | — |
| ☆A funds › | AGILENT TECHNOLOGIES INC | HOLD | — | 0.1% | +0.0% | 0.9 | 6,403 | +0 | 5 | — |
| ☆GLD funds › | SPDR GOLD SHARES | ADD | — | 0.1% | +0.0% | 0.8 | 2,300 | +1,800 | 3 | -13.5% |
| ☆CSD funds › | INVESCO S AND P SPIN-OFF ETF | HOLD | — | 0.0% | +0.0% | 0.7 | 4,903 | +0 | 5 | — |
| ☆VIG funds › | VANGUARD DIVIDEND APPREC ETF | HOLD | — | 0.0% | +0.0% | 0.7 | 2,942 | +0 | 5 | -5.1% |
| ☆WDS funds › | WOODSIDE ENERGY GROUP-ADR | HOLD | — | 0.0% | -0.0% | 0.7 | 35,381 | +0 | 5 | — |
| ☆NTR funds › | NUTRIEN LTD | HOLD | — | 0.0% | -0.0% | 0.7 | 10,800 | +0 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 0.0% | -0.0% | 0.7 | 4,298 | +7 | 3 | -46.4% |
| ☆MTD funds › | METTLER-TOLEDO INTERNATIONAL | HOLD | — | 0.0% | -0.0% | 0.6 | 482 | +0 | 5 | — |
| ☆LEVI funds › | LEVI STRAUSS AND CO- CLASS A | HOLD | — | 0.0% | +0.0% | 0.6 | 24,500 | +0 | 5 | — |
| ☆VPL funds › | VANGUARD FTSE PACIFIC ETF | HOLD | — | 0.0% | +0.0% | 0.6 | 4,931 | +0 | 5 | — |
| ☆PPLT funds › | ABRDN PHYSICAL PLATINUM SHRS | ADD | — | 0.0% | -0.0% | 0.6 | 39,640 | +35,676 | 5 | +31.9% |
| ☆ALSN funds › | ALLISON TRANSMISSION HOLDING | HOLD | — | 0.0% | -0.0% | 0.3 | 2,500 | +0 | 5 | — |
| ☆IBB funds › | ISHARES BIOTECHNOLOGY ETF | HOLD | — | 0.0% | +0.0% | 0.3 | 1,373 | +0 | 5 | — |
| ☆EWBC funds › | EAST WEST BANCORP INC | HOLD | — | 0.0% | +0.0% | 0.3 | 2,000 | +0 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TRUST SERIES 1 | HOLD | — | 0.0% | +0.0% | 0.2 | 302 | +0 | 5 | — |
| ☆MOH funds › | MOLINA HEALTHCARE INC | HOLD | — | 0.0% | +0.0% | 0.2 | 687 | +0 | 3 | +56.9% |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | HOLD | — | 0.0% | +0.0% | 0.2 | 365 | +0 | 3 | +15.0% |
| ☆RPRX funds › | ROYALTY PHARMA PLC | HOLD | — | 0.0% | +0.0% | 0.1 | 2,220 | +0 | 5 | — |
| ☆TNET funds › | TRINET GROUP INC | HOLD | — | 0.0% | +0.0% | 0.1 | 1,900 | +0 | 4 | -14.4% |
| ☆AMGN funds › | AMGEN INC | HOLD | — | 0.0% | -0.0% | 0.1 | 233 | +0 | 4 | +22.4% |
| ☆UG funds › | UNITED GUARDIAN INC | HOLD | — | 0.0% | +0.0% | 0.1 | 9,500 | +0 | 4 | -24.4% |
| ☆OGN funds › | ORGANON AND CO | HOLD | — | 0.0% | +0.0% | 0.0 | 599 | +0 | 5 | — |
| ☆TLT funds › | ISHARES 20 YEAR TREASURY BD | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -34,607 | 0 | — |
| ☆URA funds › | GLOBAL X URANIUM ETF | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -14,405 | 0 | +57.9% |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,506 | 76 | 0.03 | 84% | 0.334 | 0.937 | — | in |
| 2026Q1 | 1,451 | 78 | 0.03 | 83% | 0.328 | 0.933 | — | in |
| 2025Q4 | 1,535 | 80 | 0.04 | 83% | 0.325 | 0.918 | — | in |
| 2025Q3 | 1,487 | 77 | 0.03 | 84% | 0.341 | 0.921 | — | in |
| 2025Q2 | 1,418 | 76 | 0.03 | 83% | 0.346 | 0.930 | — | entered |
| 2025Q1 | 1,492 | 71 | 0.00 | 84% | 0.373 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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