Hikari Power Ltd
Hikari Power Ltd reported 36 US-listed holdings worth $438.6 million in its 13F for the quarter ended 30 September 2026, filed 30 October 2026. Its largest: Berkshire Hathaway Inc. Del (78.0%), Alphabet Inc. (3.6%) and Vanguard Instl Index FD (2.4%). Against the quarter before, it opened 2 positions, added to 1, trimmed 18 and sold out of 9.
The 14 largest of its 36 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +14.0% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 2
- Coca-Cola Co. KO$207,000
- Sabre Corp. SABR$129,000
Added to 1
- Zoetis Inc. ZTS+2,900 shares · +33%
Trimmed 18
- Berkshire Hathaway Inc. Del-235 shares · -34%
- Johnson & Johnson JNJ-150,000 shares · -95%
- Visa Inc. V-99,000 shares · -80%
- ExxonMobil Holdings Corp. XOM-200,000 shares · -79%
- Phillips 66 PSX-121,280 shares · -78%
- Alphabet Inc. GOOG-64,490 shares · -58%
- Roper Technologies Inc. ROP-48,000 shares · -80%
- Bank of New York Mellon Corp. BNY-95,500 shares · -80%
and 10 more in the table below
Sold out of 9
- Linde plc LIN$21.0 million last quarter
- Vanguard S&P 500 VOO$13.2 million last quarter
- Nasdaq, Inc. NDAQ$7.9 million last quarter
- Fortive Corp. FTV$473,000 last quarter
- Wells Fargo & Company WFC$455,000 last quarter
- Idex Corp. IEX$377,000 last quarter
- Solventum Corp. SOLV$362,000 last quarter
- 3M Co. MMM$285,000 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc. Del | 458 | $342.1 million | 78.01% | -235 |
| Alphabet Inc. GOOG | 46.5K | $15.8 million | 3.61% | -64.5K |
| Vanguard Instl Index FD VGUS | 136.9K | $10.4 million | 2.36% | no change |
| Visa Inc. V | 25.3K | $9.1 million | 2.07% | -99.0K |
| Phillips 66 PSX | 34.0K | $8.7 million | 1.98% | -121.3K |
| ExxonMobil Holdings Corp. XOM | 52.5K | $8.5 million | 1.95% | -200.0K |
| Danaher Corp. DHR | 20.5K | $4.5 million | 1.04% | no change |
| Vanguard BD Index FDS VUSB | 90.6K | $4.5 million | 1.02% | no change |
| Roper Technologies Inc. ROP | 12.0K | $4.2 million | 0.96% | -48.0K |
| Berkshire Hathaway Inc. Class B BRKB | 7.7K | $3.8 million | 0.87% | no change |
| Moody's Corp. MCO | 8.2K | $3.7 million | 0.85% | -24.0K |
| Bank of New York Mellon Corp. BNY | 23.9K | $3.5 million | 0.79% | -95.5K |
| Alphabet Inc. GOOGL | 7.0K | $2.4 million | 0.55% | -200 |
| Johnson & Johnson JNJ | 8.1K | $2.1 million | 0.49% | -150.0K |
| Nutrien Ltd. NTR | 30.0K | $2.1 million | 0.48% | -120.0K |
| Waters Corp. WAT | 4.0K | $1.8 million | 0.40% | -750 |
| Shell plc SHEL | 18.0K | $1.7 million | 0.39% | -3.4K |
| Westinghouse Air Brake Technologies Corp. WAB | 5.7K | $1.6 million | 0.37% | -470 |
| Intuitive Surgical Inc. ISRG | 2.6K | $1.1 million | 0.24% | -11.5K |
| AMETEK Inc. AME | 3.9K | $976,000 | 0.22% | no change |
| Zoetis Inc. ZTS | 11.7K | $816,000 | 0.19% | +2.9K |
| Amgen Inc. AMGN | 1.9K | $801,000 | 0.18% | -7.0K |
| Agilent Technologies, Inc. A | 3.4K | $581,000 | 0.13% | no change |
| Corvus Pharmaceuticals Inc. CRVS | 50.0K | $576,000 | 0.13% | no change |
| Veeva Systems Inc. VEEV | 2.0K | $571,000 | 0.13% | -280 |
| Novo Nordisk A/S NVO | 11.3K | $428,000 | 0.10% | -45.5K |
| Mettler Toledo International Inc. MTD | 235 | $355,000 | 0.08% | no change |
| Lockheed Martin Corp. LMT | 690 | $351,000 | 0.08% | no change |
| TG Therapeutics, Inc. TGTX | 5.0K | $279,000 | 0.06% | no change |
| Vanguard World FD VHT | 840 | $266,000 | 0.06% | no change |
| Brookfield Corporation BN | 6.2K | $224,000 | 0.05% | no change |
| Coca-Cola Co. KO | 2.4K | $207,000 | 0.05% | new |
| Anavex Life Sciences Corp. AVXL | 85.6K | $173,000 | 0.04% | no change |
| Ocular Therapeutix, Inc. OCUL | 17.0K | $130,000 | 0.03% | no change |
| Sabre Corp. SABR | 61.0K | $129,000 | 0.03% | new |
| Aldeyra Therapeutics Inc. ALDX | 20.0K | $25,000 | 0.01% | no change |