Asset Manager
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Hikari Tsushin, Inc.
Market Value
$1.5B
+3.8%
Holdings
78
-2
New Purchases
0
Added To
6
Closed
2
Reduced
12
Top 10 Concentration
84.3%
Turnover
2.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GOOGL | 12.55% | 10.99% | +1.56% | $189M |
| BRK-A | 56.03% | 55.80% | +0.23% | $844M |
| V | 2.34% | 2.14% | +0.20% | $35M |
| BRK-B | 1.20% | 1.05% | +0.15% | $18M |
| ABBV | 1.69% | 1.57% | +0.12% | $26M |
| WAT | 0.40% | 0.33% | +0.07% | $6M |
| BHP | 0.66% | 0.60% | +0.06% | $10M |
| RAL | 0.10% | 0.06% | +0.04% | $2M |
| GLD | 0.06% | 0.01% | +0.04% | $847K |
| AME | 0.49% | 0.45% | +0.04% | $7M |
| NVO | 0.07% | 0.06% | +0.02% | $1M |
| FTV | 0.20% | 0.19% | +0.01% | $3M |
| CSD | 0.05% | 0.04% | +0.01% | $734K |
| LEVI | 0.04% | 0.03% | +0.01% | $608K |
| TDG | 0.09% | 0.08% | +0.01% | $1M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| ZTS | 1.11% | 1.53% | -0.42% | $17M |
| LMT | 0.98% | 1.21% | -0.23% | $15M |
| TLT | 0.00% | 0.21% | -0.21% | $0 |
| VOO | 1.67% | 1.87% | -0.20% | $25M |
| PSX | 1.29% | 1.47% | -0.18% | $19M |
| XONA.DE | 0.47% | 0.61% | -0.14% | $7M |
| BKLN | 3.36% | 3.49% | -0.14% | $51M |
| JNJ | 1.84% | 1.97% | -0.13% | $28M |
| MDT | 0.75% | 0.87% | -0.11% | $11M |
| VHT | 0.14% | 0.23% | -0.09% | $2M |
| ISRG | 0.40% | 0.48% | -0.08% | $6M |
| FTSL | 1.69% | 1.76% | -0.07% | $26M |
| ROP | 0.32% | 0.38% | -0.07% | $5M |
| HYG | 1.82% | 1.88% | -0.06% | $27M |
| SOLV | 0.18% | 0.24% | -0.06% | $3M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 18 | $1.2B | 80.0% |
| Large Cap | 46 | $219M | 14.5% |
| Mid Cap | 12 | $81M | 5.4% |
| Micro Cap | 2 | $802K | 0.1% |
Portfolio Analytics
Avg Market Cap
$259.2B
Median Market Cap
$59.4B
Avg P/E
31.1
Median P/E
23.5
Avg Dividend Yield
0.02%
Avg Beta
0.80
# Stocks
62
# ETFs / Funds
16
Top Holdings (78 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | 56.03% | 1,127 | $844M | $748,850.00 | $35M | — | — | |
| 2 | GOOGL | 12.55% | 528,907 | $189M | $357.37 | $30M | -25,325 | -4.6% | |
| 3 | BKLN | 3.36% | 2,483,848 | $51M | $20.37 | -$99K | — | — | |
| 4 | V | 2.34% | 102,555 | $35M | $343.09 | $4M | — | — | |
| 5 | JNJ | 1.84% | 109,067 | $28M | $253.97 | -$923K | -8,028 | -6.9% | |
| 6 | HYG | 1.82% | 343,165 | $27M | $79.97 | $141K | — | — | |
| 7 | ABBV | 1.69% | 101,443 | $26M | $251.64 | $3M | -3,520 | -3.4% | |
| 8 | FTSL | 1.69% | 570,196 | $26M | $44.75 | -$29K | — | — | |
| 9 | VOO | 1.67% | 36,709 | $25M | $686.81 | -$2M | -8,706 | -19.2% | |
| 10 | PSX | 1.29% | 114,729 | $19M | $169.05 | -$2M | -2,119 | -1.8% | |
| 11 | BRK-B | 1.20% | 36,013 | $18M | $500.39 | $3M | +4,233 | +13.3% | |
| 12 | ZTS | 1.11% | 233,617 | $17M | $71.86 | -$5M | +45,492 | +24.2% | |
| 13 | MMM | 1.00% | 93,406 | $15M | $161.91 | $307K | -8,612 | -8.4% | |
| 14 | LMT | 0.98% | 29,045 | $15M | $509.46 | -$3M | — | — | |
| 15 | MCO | 0.95% | 31,689 | $14M | $452.92 | $528K | — | — | |
| 16 | LIN | 0.88% | 25,500 | $13M | $518.94 | $591K | — | — | |
| 17 | DHR | 0.82% | 64,712 | $12M | $190.48 | $57K | — | — | |
| 18 | MDT | 0.75% | 144,952 | $11M | $78.23 | -$1M | — | — | |
| 19 | BHP | 0.66% | 119,021 | $10M | $83.31 | $1M | — | — | |
| 20 | AME | 0.49% | 30,529 | $7M | $241.94 | $842K | — | — | |
| 21 | XONA.DE | 0.47% | 51,986 | $7M | $136.72 | -$2M | — | — | |
| 22 | RSG | 0.46% | 32,200 | $7M | $213.08 | -$191K | — | — | |
| 23 | WAT | 0.40% | 16,246 | $6M | $375.04 | $1M | — | — | |
| 24 | ISRG | 0.40% | 15,185 | $6M | $397.68 | -$961K | — | — | |
| 25 | ECL | 0.37% | 20,144 | $6M | $278.61 | $254K | — | — | |
| 26 | ROP | 0.32% | 14,035 | $5M | $338.39 | -$771K | -1,565 | -10.0% | |
| 27 | BMY | 0.31% | 81,141 | $5M | $57.62 | -$246K | — | — | |
| 28 | J | 0.30% | 35,985 | $5M | $126.00 | -$360K | -2,470 | -6.4% | |
| 29 | MSFT | 0.24% | 9,794 | $4M | $373.02 | $28K | — | — | |
| 30 | VGIT | 0.22% | 54,954 | $3M | $58.98 | -$31K | — | — | |
| 31 | FTV | 0.20% | 49,400 | $3M | $61.09 | $287K | — | — | |
| 32 | PG | 0.20% | 20,525 | $3M | $146.64 | -$326K | -2,569 | -11.1% | |
| 33 | BN | 0.19% | 65,646 | $3M | $42.59 | $139K | — | — | |
| 34 | ABT | 0.18% | 30,604 | $3M | $90.74 | -$598K | -2,266 | -6.9% | |
| 35 | SOLV | 0.18% | 35,220 | $3M | $77.15 | -$751K | -17,892 | -33.7% | |
| 36 | VEEV | 0.16% | 13,562 | $2M | $177.47 | $25K | — | — | |
| 37 | ADP | 0.15% | 10,400 | $2M | $223.95 | $216K | — | — | |
| 38 | VHT | 0.14% | 6,967 | $2M | $299.01 | -$1M | -5,442 | -43.9% | |
| 39 | JKHY | 0.13% | 14,382 | $2M | $137.74 | -$292K | — | — | |
| 40 | VLTO | 0.13% | 21,546 | $2M | $88.68 | $6K | — | — | |
| 41 | CI | 0.12% | 6,358 | $2M | $275.68 | $57K | — | — | |
| 42 | RAL | 0.10% | 21,075 | $2M | $73.63 | $675K | — | — | |
| 43 | VRSN | 0.10% | 5,901 | $1M | $251.56 | $19K | — | — | |
| 44 | TDG | 0.09% | 1,060 | $1M | $1,332.04 | $183K | — | — | |
| 45 | COST | 0.09% | 1,400 | $1M | $935.47 | -$85K | — | — | |
| 46 | MDLZ | 0.08% | 20,898 | $1M | $57.84 | $4K | — | — | |
| 47 | VNT | 0.08% | 39,267 | $1M | $29.00 | -$254K | — | — | |
| 48 | MRK | 0.08% | 8,812 | $1M | $128.50 | $72K | — | — | |
| 49 | NVO | 0.07% | 23,512 | $1M | $47.94 | $263K | — | — | |
| 50 | VWO | 0.06% | 15,745 | $940K | $59.69 | $89K | — | — | |
| 51 | AMTM | 0.06% | 45,403 | $938K | $20.67 | -$246K | — | — | |
| 52 | BDXA | 0.06% | 6,149 | $931K | $151.33 | -$30K | +42 | +0.7% | |
| 53 | TRMB | 0.06% | 17,728 | $907K | $51.18 | -$249K | — | — | |
| 54 | WFC | 0.06% | 10,631 | $879K | $82.64 | $32K | — | — | |
| 55 | A | 0.06% | 6,403 | $851K | $132.83 | $121K | — | — | |
| 56 | GLD | 0.06% | 2,300 | $847K | $368.38 | $632K | +1,800 | +360.0% | |
| 57 | CSD | 0.05% | 4,903 | $734K | $149.75 | $182K | — | — | |
| 58 | VIG | 0.05% | 2,942 | $696K | $236.62 | $63K | — | — | |
| 59 | WDS | 0.05% | 35,381 | $684K | $19.32 | -$161K | — | — | |
| 60 | NTR | 0.05% | 10,800 | $680K | $62.95 | -$135K | — | — | |
| 61 | CRM | 0.04% | 4,298 | $673K | $156.66 | -$128K | +7 | +0.2% | |
| 62 | MTD | 0.04% | 482 | $616K | $1,277.51 | $8K | — | — | |
| 63 | LEVI | 0.04% | 24,500 | $608K | $24.83 | $155K | — | — | |
| 64 | VPL | 0.04% | 4,931 | $570K | $115.69 | $89K | — | — | |
| 65 | PPLT | 0.04% | 39,640 | $560K | $14.13 | -$146K | +35,676 | +900.0% | |
| 66 | ALSN | 0.02% | 2,500 | $282K | $112.74 | -$11K | — | — | |
| 67 | IBB | 0.02% | 1,373 | $261K | $190.19 | $29K | — | — | |
| 68 | EWBC | 0.02% | 2,000 | $258K | $129.09 | $45K | — | — | |
| 69 | QQQ | 0.01% | 302 | $222K | $736.40 | $48K | — | — | |
| 70 | MOH | 0.01% | 687 | $157K | $228.70 | $66K | — | — | |
| 71 | UNH | 0.01% | 365 | $152K | $415.63 | $53K | — | — | |
| 72 | RPRX | 0.01% | 2,220 | $124K | $56.07 | $18K | — | — | |
| 73 | TNET | 0.01% | 1,900 | $94K | $49.49 | $25K | — | — | |
| 74 | AMGN | 0.01% | 233 | $84K | $362.12 | $2K | — | — | |
| 75 | UG | —% | 9,500 | $68K | $7.14 | $4K | — | — | |
| 76 | OGN | —% | 599 | $8K | $13.54 | $5K | — | — | |
| 77 | TLT | —% | — | — | — | -$3M | -34,607 | -100.0% | SOLD |
| 78 | URA | —% | — | — | — | -$698K | -14,405 | -100.0% | SOLD |