13F
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Hikari Tsushin, Inc.

13F equity value
$1.5B
Positions
78
Top 10 concentration
83.0%
Quarters / total new picks
21 / 44
13F equity value over time
$0M$768M$2B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 21 quarters, returned +3.9% per quarter — versus +5.6% per quarter from simply owning every 13F stock. It beat that baseline in only 47.6% of quarters (excess t = 0.16, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.7%
t-stat
0.16
Quarterly win rate
48%
Annualized excess
-9.4%
$1 → follow vs universe
$2.01 vs $3.05
Cumulative return: $1 invested in new picks vs universe
1.00 20180930: universe 1.04620181231: universe 1.03520190630: universe 1.11220200331: universe 1.34120200630: universe 1.48120201231: universe 1.54920210331: universe 1.56320210630: universe 1.68820220331: universe 1.81220220630: universe 1.67920220930: universe 1.80320221231: universe 1.67520230331: universe 1.76520230930: universe 2.00320231231: universe 2.09320240331: universe 2.14020240630: universe 2.33420250331: universe 2.54520250630: universe 2.62520250930: universe 2.95120251231: universe 3.053 20180930: follow 1.03820181231: follow 1.13120190630: follow 1.17520200331: follow 0.97420200630: follow 1.21220201231: follow 1.34520210331: follow 1.28420210630: follow 1.14620220331: follow 1.10820220630: follow 1.03920220930: follow 1.07720221231: follow 1.07220230331: follow 1.08520230930: follow 1.19220231231: follow 1.28120240331: follow 1.53420240630: follow 1.79220250331: follow 2.04520250630: follow 1.88320250930: follow 1.78620251231: follow 2.014 0.90 2.10 3.30 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 78 · 2026 Q1

Ticker Value Weight QoQ
BRK/A $809M
55.8%
HOLD
GOOGL $159M
11.0%
TRIM
BKLN $51M
3.5%
HOLD
V $31M
2.1%
HOLD
JNJ $29M
2.0%
TRIM
HYG $27M
1.9%
HOLD
VOO $27M
1.9%
TRIM
FTSL $26M
1.8%
HOLD
ABBV $23M
1.6%
HOLD
ZTS $22M
1.5%
ADD
PSX $21M
1.5%
HOLD
LMT $18M
1.2%
HOLD
BRK/B $15M
1.1%
ADD
MMM $15M
1.0%
TRIM
MCO $14M
0.9%
HOLD
LIN $13M
0.9%
HOLD
MDT $13M
0.9%
HOLD
DHR $12M
0.9%
HOLD
XOM $9M
0.6%
HOLD
BHP $9M
0.6%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

None.

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.