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Livermore
Livermore
ZHEN

Hikari Tsushin, Inc.

SEC CIK
0001423673
Latest filing
Aug 11, 2026

The latest 13F from Hikari Tsushin, Inc. covers Q2 2026 (filed Aug 11, 2026): 76 long positions worth $1.51B. The top 10 holdings make up 84.3% of the portfolio, and the largest is Berkshire Hathaway Inc (BRK.A) at 56.0%. Livermore has 21 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
5
Est. +$6.06M
Reduced
12
Est. −$24.1M
Sold out
2
Est. −$3.70M

Top 5 holdings

Share of this quarter's portfolio value

  1. BRK.ABerkshire Hathaway Inc
    56.0%$844.0MHistory
  2. GOOGLAlphabet Inc.
    12.5%$189.0MHistory
  3. Invesco Exch Traded FD Tr II46138G508
    3.4%$50.6M
  4. VVisa Inc.
    2.3%$35.2MHistory
  5. JNJJohnson & Johnson
    1.8%$27.7MHistory

Share of portfolio

Top 5 holdings and the other 71 positions, by share of portfolio value

  1. BRK.A56.0%
  2. GOOGL12.5%
  3. Invesco Exch Traded FD Tr II3.4%
  4. V2.3%
  5. JNJ1.8%
  6. Other 71 positions23.9%

Biggest buys

New and added positions, by estimated amount bought

  1. ZTSZoetis Inc.
    +$3.27MAddedHistory
  2. BRK.BBerkshire Hathaway Inc
    +$2.12MAddedHistory
  3. GLDSPDR Gold Trust
    +$663.1KAddedHistory
  4. BDXBecton Dickinson & Co
    +$6.36KAddedHistory
  5. CRMSalesforce, Inc.
    +$1.10KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. BRK.BBerkshire Hathaway Inc
    +0.15 pp1.0% → 1.2%History
  2. GLDSPDR Gold Trust
    +0.04 pp<0.1% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. GOOGLAlphabet Inc.
    −$9.05MReducedHistory
  2. Vanguard S&P 500 ETF922908363
    −$5.98MReduced
  3. iShares Tr464287432
    −$3.00MSold out
  4. JNJJohnson & Johnson
    −$2.04MReducedHistory
  5. Vanguard Health Care ETF92204A504
    −$1.63MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464287432
    −0.21 pp0.2% → 0.0%
  2. Vanguard S&P 500 ETF922908363
    −0.20 pp1.9% → 1.7%
  3. PSXPhillips 66
    −0.18 pp1.5% → 1.3%History
  4. JNJJohnson & Johnson
    −0.13 pp2.0% → 1.8%History
  5. Vanguard Health Care ETF92204A504
    −0.09 pp0.2% → 0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.51B
+$55.8M (+3.8%) vs. prior quarter
Positions
76
−2 vs. prior quarter
Top 10 concentration
84.3%
Top 10 as share of value
Turnover
0.4%
Q2 2026, one quarter
Average holding period
18.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

21 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.54B (Q4 2025)

Q1 2021: $743.3MQ2 2021: $815.2MQ4 2021: $914.6MQ1 2022: $995.3MQ2 2022: $757.8MQ3 2022: $820.3MQ4 2022: $941.0MQ1 2023: $957.1MQ2 2023: $1.04BQ3 2023: $1.03BQ4 2023: $1.09BQ1 2024: $1.26BQ2 2024: $1.29BQ3 2024: $1.41BQ4 2024: $1.38BQ1 2025: $1.49BQ2 2025: $1.42BQ3 2025: $1.49BQ4 2025: $1.54BQ1 2026: $1.45BQ2 2026: $1.51B
Q1 2021Q2 2026
13F filings of Hikari Tsushin, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 202676$1.51BBRK.AGOOGLInvesco Exch Traded FD Tr IIvs. Q1 2026SEC
Q1 2026May 13, 202678$1.45BBRK.AGOOGLInvesco Exch Traded FD Tr IIvs. Q4 2025SEC
Q4 2025Feb 12, 202680$1.54BBRK.AGOOGLInvesco Exch Traded FD Tr IIvs. Q3 2025SEC
Q3 2025Nov 12, 202577$1.49BBRK.AGOOGLInvesco Exch Traded FD Tr IIvs. Q2 2025SEC
Q2 2025Aug 12, 202576$1.42BBRK.AGOOGLInvesco Exch Traded FD Tr IIvs. Q1 2025SEC
Q1 2025May 13, 202571$1.49BBRK.AGOOGLInvesco Exch Traded FD Tr IIvs. Q4 2024SEC
Q4 2024Feb 13, 202571$1.38BBRK.AGOOGLInvesco Exch Traded FD Tr IIvs. Q3 2024SEC
Q3 2024Nov 12, 202471$1.41BBRK.AGOOGLInvesco Exch Traded FD Tr IIvs. Q2 2024SEC
Q2 2024Aug 8, 202469$1.29BBRK.AGOOGLInvesco Exch Traded FD Tr IIvs. Q1 2024SEC
Q1 2024May 9, 202465$1.26BBRK.AGOOGLVanguard S&P 500 ETFvs. Q4 2023SEC
Q4 2023Feb 8, 202462$1.09BBRK.AGOOGLVanguard S&P 500 ETFvs. Q3 2023SEC
Q3 2023Nov 9, 202358$1.03BBRK.AGOOGLVanguard S&P 500 ETFvs. Q2 2023SEC
Q2 2023Aug 9, 202357$1.04BBRK.AGOOGLVanguard S&P 500 ETFvs. Q1 2023SEC
Q1 2023May 15, 202357$957.1MBRK.AGOOGLVanguard S&P 500 ETFvs. Q4 2022SEC
Q4 2022Feb 8, 202357$941.0MBRK.AGOOGLVanguard S&P 500 ETFvs. Q3 2022SEC
Q3 2022Nov 10, 202253$820.3MBRK.AGOOGLJNJvs. Q2 2022SEC
Q2 2022Aug 9, 202254$757.8MBRK.AMMMJNJvs. Q1 2022SEC
Q1 2022May 10, 202248$995.3MBRK.AGOOGLMMMvs. Q4 2021SEC
Q4 2021Feb 8, 202246$914.6MBRK.AGOOGLMMM–SEC
Q2 2021Aug 11, 202145$815.2MBRK.AGOOGLMMMvs. Q1 2021SEC
Q1 2021May 11, 202142$743.3MBRK.AGOOGLWFC–SEC