Q2 2026 13F · SEC CIK 1606152

Hikari Power Ltd

Investment managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $854.5M
Reported positions: 43
Top holdings a year, 3 yrs: +11.9%
Average holding period: 10.9 yrs

Hikari Power Ltd is an investment manager that reported 43 positions worth $854.5M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Berkshire Hathaway Inc Del (BRK-A, 60.7%), Visa Inc (V, 5.0%), Johnson & Johnson (JNJ, 4.7%). A portfolio copying its top holdings returned 11.9% a year over the last 3 years, against 20.4% for the S&P 500.

Hikari Power Ltd holdings all 43 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hikari Power Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-ABerkshire Hathaway Inc Del	60.7%	47.5%	693	-8.7%	$519.0M
VVisa Inc	5.0%	4.1%	124,270	-19.3%	$42.6M
JNJJohnson & Johnson	4.7%	6.6%	158,080	-48.8%	$40.1M
GOOGAlphabet Inc	4.6%	3.0%	110,990	-6.7%	$39.2M
XOMExxonmobil Holdings Corp	4.0%	—	252,500	—	$34.5M
PSXPhillips 66	3.1%	3.0%	155,300	-18.4%	$26.3M
LINLinde PLC	2.5%	6.8%	40,400	-74.3%	$21.0M
ROPRoper Technologies Inc	2.4%	1.9%	60,000	+0.0%	$20.3M
BNYBank of Ny Mellon Corp	2.0%	2.0%	119,445	-38.5%	$17.3M
MCOMoodys Corp	1.7%	2.0%	32,220	-39.3%	$14.6M
VOOVanguard Index Fds	1.5%	1.0%	19,200	+0.0%	$13.2M
VGUSVanguard Instl Index Fd	1.2%	0.9%	136,950	+0.0%	$10.4M
NTRNutrien Ltd	1.1%	1.0%	150,000	+0.0%	$9.4M
NDAQNasdaq Inc	0.9%	0.7%	100,500	+0.0%	$7.9M
ISRGIntuitive Surgical Inc	0.7%	1.7%	14,130	-67.2%	$5.6M
VUSBVanguard Bd Index Fds	0.5%	0.4%	90,620	+0.0%	$4.5M
DHRDanaher Corp Del	0.5%	3.1%	20,500	-88.9%	$3.9M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.3%	7,670	+0.0%	$3.8M
AMGNAmgen Inc	0.4%	0.9%	8,900	-71.3%	$3.2M
NVONovo-Nordisk A S	0.3%	0.4%	56,800	-56.4%	$2.7M
GOOGLAlphabet Inc	0.3%	0.2%	7,150	-3.2%	$2.6M
WATWaters Corp	0.2%	0.2%	4,780	-40.4%	$1.8M
SHELShell PLC	0.2%	2.8%	21,400	-93.7%	$1.7M
WABWabtec	0.2%	0.3%	6,143	-59.6%	$1.7M
AMEAmetek Inc	0.1%	0.1%	3,940	+0.0%	$953K
CRVSCorvus Pharmaceuticals Inc Com	0.1%	0.1%	49,959	+0.0%	$746K
ZTSZoetis Inc	0.1%	—	8,790	—	$632K
FTVFortive Corp	0.1%	0.0%	7,750	+0.0%	$473K
WFCWells Fargo & Co	0.1%	0.0%	5,500	-21.4%	$455K
AAgilent Technologies Inc	0.1%	0.0%	3,370	+0.0%	$448K
VEEVVeeva Sys Inc	0.0%	0.0%	2,280	+0.0%	$405K
IEXIdex Corp	0.0%	0.0%	1,660	+0.0%	$377K
SOLVSolventum Corporation Common S	0.0%	0.0%	4,697	+0.0%	$362K
LMTLockheed Martin Corp	0.0%	0.0%	690	+0.0%	$352K
MTDMettler Toledo International	0.0%	0.0%	235	+0.0%	$300K
MMM3m Co	0.0%	0.0%	1,760	+0.0%	$285K
TGTXTG Therapeutics Inc	0.0%	—	5,000	—	$275K
BNBrookfield Corp	0.0%	0.0%	6,150	+0.0%	$262K
ECLEcolab Inc	0.0%	0.0%	910	+0.0%	$254K
VHTVanguard World Fd	0.0%	0.0%	840	+0.0%	$251K
AVXLAnavex Life Sciences Corp	0.0%	0.0%	85,585	+0.0%	$222K
OCULOcular Therapeutix Inc	0.0%	0.0%	17,000	+0.0%	$167K
ALDXAldeyra Therapeutics Inc	0.0%	—	20,020	—	$43K

What Hikari Power Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

SHEL Shell PLC-93.7% shares
DHR Danaher Corp Del-88.9% shares
LIN Linde PLC-74.3% shares
AMGN Amgen Inc-71.3% shares
ISRG Intuitive Surgical Inc-67.2% shares
WAB Wabtec-59.6% shares
NVO Novo-Nordisk A S-56.4% shares
JNJ Johnson & Johnson-48.8% shares

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +11.6% /yr; S&P 500 +20.1%
3 years: +11.9% /yr; S&P 500 +20.4%
5 years: +8.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$854.5M	43
Q1 2026	$1.1B	51
Q4 2025	$1.3B	63
Q3 2025	$1.2B	63
Q2 2025	$1.2B	63
Q1 2025	$1.3B	60
Q4 2024	$1.2B	59
Q3 2024	$1.2B	62
Q2 2024	$1.1B	62
Q1 2024	$1.2B	63
Q4 2023	$1.0B	64
Q3 2023	$1.0B	64

Questions about Hikari Power Ltd's portfolio

What stocks does Hikari Power Ltd own?

Hikari Power Ltd's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 43 positions worth $854.5M. The largest are Berkshire Hathaway Inc Del (BRK-A) at 60.7%, Visa Inc (V) at 5.0%, Johnson & Johnson (JNJ) at 4.7%, Alphabet Inc (GOOG) at 4.6% and Exxonmobil Holdings Corp (XOM) at 4.0%.

What did Hikari Power Ltd buy last quarter?

Hikari Power Ltd opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Hikari Power Ltd sell last quarter?

In Q2 2026, Hikari Power Ltd sold all of Exxon Mobil Corp (XOM), sold all of Altria Group Inc (MO), sold all of Bhp Billiton Limited (BHP), sold all of Mastercard Incorporated (MA), sold all of Veralto Corp (VLTO), Shell PLC (SHEL) (-93.7% shares), Danaher Corp Del (DHR) (-88.9% shares) and Linde PLC (LIN) (-74.3% shares), compared with its Q1 2026 filing.

How has Hikari Power Ltd's portfolio performed?

A portfolio copying Hikari Power Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.6% against +20.1%. Over 5 years: +8.6% a year against +11.6%.

When is Hikari Power Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hikari Power Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.