Hikari Power Ltd

CIK: 0001606152SEC EDGAR →

Portfolio Value

$580.1M

Holdings

63

As of

Q4 2025

New Positions

63

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

JOHNSON & JOHNSON

339,440$70.0M
12.07%
2

LINDE PUBLIC LIMITED COMPANY

157,080$66.0M
11.38%
3

VISA INC CLASS A

153,680$53.0M
9.14%
4

ALPHABET INC CLASS C

140,000$43.0M
7.41%
5

DANAHER CORP

185,170$42.0M
7.24%
6

EXXON MOBIL CORPORATION

299,290$36.0M
6.21%
7

ROPER TECHNOLOGIES INC

74,390$33.0M
5.69%
8

SHELL PLC

341,900$25.0M
4.31%
9

PHILLIPS 66

190,330$24.0M
4.14%
10

BANK OF NEW YORK MELLON CORP

194,130$22.0M
3.79%

Quarterly Changes

Top Buys

JNJNEW
$70.0M
LINNEW
$66.0M
VNEW
$53.0M
GOOGNEW
$43.0M
DHRNEW
$42.0M

Top Sells

No sells this quarter

New Positions (63)

$70.0M · 339K shares
$66.0M · 157K shares
$53.0M · 154K shares
$43.0M · 140K shares
$42.0M · 185K shares
$36.0M · 299K shares
$33.0M · 74K shares
$25.0M · 342K shares
$24.0M · 190K shares
$22.0M · 194K shares
$18.0M · 48K shares
$13.0M · 216K shares
$13.0M · 238K shares
$12.0M · 54K shares
$10.0M · 31K shares
$10.0M · 103K shares
$9.0M · 100K shares
$9.0M · 101K shares
$8.0M · 147K shares
$7.0M · 79K shares
$6.0M · 23K shares
$6.0M · 130K shares
$5.0M · 55K shares
$4.0M · 24K shares
$3.0M · 16K shares
$3.0M · 7K shares
$3.0M · 8K shares
$3.0M · 59K shares
$3.0M · 16K shares
$3.0M · 48K shares
$3.0M · 18K shares
$3.0M · 18K shares
$2.0M · 10K shares
$2.0M · 7K shares
$2.0M · 19K shares
$2.0M · 23K shares
$2.0M · 57K shares
$2.0M · 40K shares
$27K · 53K shares
$24K · 43K shares
$12K · 19K shares
$5K · 10K shares
$2K · 3K shares
$591 · 783 shares
$0 · 6K shares
$0 · 2K shares
$0 · 18K shares
$0 · 4K shares
$0 · 20K shares
$0 · 3K shares
$0 · 2K shares
$0 · 4K shares
$0 · 6K shares
$0 · 11K shares
$0 · 50K shares
$0 · 17K shares
$0 · 2K shares
$0 · 235 shares
$0 · 4K shares
$0 · 6K shares
$0 · 8K shares
$0 · 5K shares
$0 · 86K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare20$179.0M30.9%
Financial Services15$110.0M19.0%
Basic Materials4$87.0M15.0%
Energy3$85.0M14.7%
Industrials10$50.0M8.6%
Communication Services2$45.0M7.8%
Consumer Defensive2$16.0M2.8%
Technology3$5.0M0.9%
Unknown4$3.0M0.5%