Hikari Power Ltd

CIK

1606152

Location

TOKYO, M0

Portfolio Value

Small $826,206,330

Diversification

Highly concentrated

Reports for

Yasumitsu Shigeta

Filing Date

Global Rank

#2,150 / 8,618 ▼ 462

Top Industry

Insurance - Diversified 63.3%

3Y Alpha vs SPY

-7.9%

Period ended 51 days ago

Filed Aug 7, 2026 · 13d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+45.8%

SPY

+75.8%

Annualised alpha

-7.3%

Max drawdown

−10.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

63.3%

+14.3 pts

Top 5

82.5%

+11.2 pts

Top 10

94.6%

+8.9 pts

HHI

4,131

Highly concentrated+1,545

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	73.3%	$605,930,716	7
Energy	7.6%	$62,434,621	3
Healthcare	7.4%	$61,009,024	16
Communication Services	5.1%	$41,771,291	1
Basic Materials	3.7%	$30,661,211	3
Technology	2.5%	$20,776,847	2
Industrials	0.4%	$3,622,620	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
SHEL	Shell plc	−320,500	21,400	$1,659,356
DHR	Danaher Corp /De/	−164,670	20,500	$3,904,840
JNJ	Johnson & Johnson	−150,680	158,080	$40,147,577
LIN	Linde PLC	−116,680	40,400	$20,965,176
BNY	Bank of New York Mellon Corp	−74,685	119,445	$17,272,941
NVO	Novo Nordisk A S	−73,500	56,800	$2,722,992
XOM	ExxonMobil Holdings Corp	−46,790	252,500	$34,521,800
PSX	Phillips 66	−35,030	155,300	$26,253,465
V	Visa Inc.	−29,660	124,270	$42,635,794
ISRG	Intuitive Surgical Inc	−28,940	14,130	$5,619,218
AMGN	Amgen Inc	−22,090	8,900	$3,222,868
MCO	Moodys Corp /De/	−20,820	32,220	$14,593,082
WAB	Westinghouse Air Brake Technologies Corp	−9,080	6,143	$1,656,152
GOOGL	Alphabet Inc.	−8,250	118,140	$41,771,291
WAT	Waters Corp /De/	−3,244	4,780	$1,792,691
WFC	Wells Fargo & Company/Mn	−1,500	5,500	$454,520
BRK-B	Berkshire Hathaway Inc	−66	8,363	$522,791,041
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ZTS	Zoetis Inc.	8,790	$631,649
TGTX	Tg Therapeutics, Inc.	5,000	$274,700
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
MO	Altria Group, Inc.	196,060	$12,937,999
BHP	BHP Group Ltd	147,400	$10,721,876
MA	Mastercard Inc	10,000	$4,996,600
VLTO	Veralto Corp	54,556	$4,823,841
BDX	Becton Dickinson & Co	23,970	$3,768,803
KO	Coca Cola Co	48,400	$3,680,820
GILD	Gilead Sciences, Inc.	18,630	$2,596,463
PH	Parker-Hannifin Corp	2,840	$2,542,481
BAC	Bank Of America Corp /De/	40,240	$1,961,700
UNP	Union Pacific Corp	4,080	$989,889
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 tracked positions · $826,206,330 total · filing declares 43 positions · $854,519 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,363	-66	$522,791,041	−4.7%	63.28%
V	Visa Inc. Financial Services	Reduced	124,270	-29,660	$42,635,794	−8.4%	5.16%
GOOGL	Alphabet Inc. Communication Services	Reduced	118,140	-8,250	$41,771,291	+15.2%	5.06%
JNJ	Johnson & Johnson Healthcare	Reduced	158,080	-150,680	$40,147,577	−46.8%	4.86%
XOM	ExxonMobil Holdings Corp Energy	Reduced	252,500	-46,790	$34,521,800	−32.0%	4.18%
PSX	Phillips 66 Energy	Reduced	155,300	-35,030	$26,253,465	−24.3%	3.18%
LIN	Linde PLC Basic Materials	Reduced	40,400	-116,680	$20,965,176	−73.1%	2.54%
ROP	Roper Technologies Inc Technology	Held	60,000	0	$20,303,400	−4.4%	2.46%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	119,445	-74,685	$17,272,941	−25.0%	2.09%
MCO	Moodys Corp /De/ Financial Services	Reduced	32,220	-20,820	$14,593,082	−36.9%	1.77%
NTR	Nutrien Ltd. Basic Materials	Held	150,000	0	$9,442,500	−16.6%	1.14%
NDAQ	Nasdaq, Inc. Financial Services	Held	100,500	0	$7,921,410	−7.2%	0.96%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	14,130	-28,940	$5,619,218	−71.7%	0.68%
DHR	Danaher Corp /De/ Healthcare	Reduced	20,500	-164,670	$3,904,840	−88.9%	0.47%
AMGN	Amgen Inc Healthcare	Reduced	8,900	-22,090	$3,222,868	−70.4%	0.39%
NVO	Novo Nordisk A S Healthcare	Reduced	56,800	-73,500	$2,722,992	−43.1%	0.33%
WAT	Waters Corp /De/ Healthcare	Reduced	4,780	-3,244	$1,792,691	−25.0%	0.22%
SHEL	Shell plc Energy	Reduced	21,400	-320,500	$1,659,356	−94.8%	0.20%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	6,143	-9,080	$1,656,152	−56.5%	0.20%
AME	Ametek Inc/ Industrials	Held	3,940	0	$953,243	+12.9%	0.12%
CRVS	Corvus Pharmaceuticals, Inc. Healthcare	Held	49,959	0	$746,387	+2.1%	0.09%
ZTS	Zoetis Inc. Healthcare	NEW	8,790	NEW	$631,649	NEW	0.08%
FTV	Fortive Corp Technology	Held	7,750	0	$473,447	+10.5%	0.06%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	5,500	-1,500	$454,520	−18.4%	0.06%
A	Agilent Technologies, Inc. Healthcare	Held	3,370	0	$447,637	+16.5%	0.05%
VEEV	Veeva Systems Inc Healthcare	Held	2,280	0	$404,631	+1.0%	0.05%
IEX	Idex Corp /De/ Industrials	Held	1,660	0	$376,737	+19.7%	0.05%
SOLV	Solventum Corp Healthcare	Held	4,697	0	$362,373	+18.1%	0.04%
LMT	Lockheed Martin Corp Industrials	Held	690	0	$351,527	−15.7%	0.04%
MTD	Mettler Toledo International Inc/ Healthcare	Held	235	0	$300,214	+1.3%	0.04%
MMM	3M Co Industrials	Held	1,760	0	$284,961	+11.5%	0.03%
TGTX	Tg Therapeutics, Inc. Healthcare	NEW	5,000	NEW	$274,700	NEW	0.03%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	6,150	0	$261,928	+5.2%	0.03%
ECL	Ecolab Inc. Basic Materials	Held	910	0	$253,535	+4.7%	0.03%
AVXL	Anavex Life Sciences Corp. Healthcare	Held	85,585	0	$221,665	−15.6%	0.03%
OCUL	Ocular Therapeutix, Inc Healthcare	Held	17,000	0	$166,940	+15.9%	0.02%
ALDX	Aldeyra Therapeutics, Inc. Healthcare	Held	20,020	0	$42,642	+26.0%	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.