Hikari Tsushin, Inc. Long-Term Concentrated

Location: Tokyo, Japan

CIK: 0001423673 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 30, 2014

Total Value: $589M (100.0% shares, 0.0% debt)

Holdings (39)

BRK/A BERKSHIRE HATHAWAY INC 25.5%

Value $150M Shares 845 Est. Cost $165023.42 Unrealized +5.1%

WFC WELLS FARGO & CO 12.9%

Value $76.08M Shares 1,675,860 Est. Cost $27.50 Unrealized +11.9%

KO COCA COLA CO 7.1%

Value $41.84M Shares 1,012,960 Est. Cost $27.85 Unrealized -3.3%

IBM INTERNATIONAL BUSINESS MACHINES CORP 6.6%

Value $38.87M Shares 207,200 Est. Cost $118.94 Unrealized -10.5%

— GOOGLE INC 6.6%

Value $38.81M Shares 34,630 Est. Cost $880.36 Unrealized —

MSFT MICROSOFT CORP 3.3%

Value $19.27M Shares 515,000 Est. Cost $26.70 Unrealized +12.4%

WMT WAL MART STORES INC 3.2%

Value $18.78M Shares 238,700 Est. Cost $19.98 Unrealized +1.8%

JNJ JOHNSON & JOHNSON 2.4%

Value $14.16M Shares 154,640 Est. Cost $59.66 Unrealized +10.2%

SNY SANOFI-AVENTIS SA 2.4%

Value $14.13M Shares 263,400 Est. Cost $51.51 Unrealized —

QCOM QUALCOMM INC 2.2%

Value $13.01M Shares 175,200 Est. Cost $45.46 Unrealized +10.8%

— MEDTRONIC INC 2.2%

Value $12.98M Shares 226,100 Est. Cost $51.47 Unrealized —

NVO NOVO NORDISK A/S 2.2%

Value $12.91M Shares 69,880 Est. Cost $161.41 Unrealized —

DVA DAVITA HEALTHCARE PARTNERS INC 2.1%

Value $12.42M Shares 196,040 Est. Cost $59.15 Unrealized -0.8%

— NATIONAL OILWELL VARCO INC 2.0%

Value $12.08M Shares 151,860 Est. Cost $76.64 Unrealized —

DE DEERE & COMPANY 2.0%

Value $12.01M Shares 131,480 Est. Cost $67.38 Unrealized +0.1%

PG PROCTER & GAMBLE CO 1.6%

Value $9.437M Shares 115,920 Est. Cost $55.00 Unrealized +5.5%

CSCO CISCO SYSTEMS INC 1.5%

Value $8.692M Shares 387,500 Est. Cost $15.24 Unrealized -0.2%

V VISA INC 1.4%

Value $8.039M Shares 36,100 Est. Cost $45.39 Unrealized +2.0%

— MONSANTO COMPANY 1.4%

Value $8.035M Shares 68,940 Est. Cost $114.00 Unrealized —

— UNITED TECHNOLOGIES CORP 1.2%

Value $7.135M Shares 62,700 Est. Cost $98.75 Unrealized —

— VARIAN MEDICAL SYSTEMS,INC. 1.2%

Value $6.918M Shares 89,050 Est. Cost $73.26 Unrealized —

ABBV ABBVIE INC 1.1%

Value $6.712M Shares 127,100 Est. Cost $26.55 Unrealized +14.5%

COP CONOCO PHILLIPS 1.0%

Value $6.139M Shares 86,900 Est. Cost $39.96 Unrealized +21.1%

ISRG INTUITIVE SURGICAL INC 1.0%

Value $6.103M Shares 15,890 Est. Cost $43.80 Unrealized -3.9%

— KRAFT FOODS GROUP INC 1.0%

Value $5.929M Shares 109,972 Est. Cost $55.87 Unrealized —

ABT ABBOTT LABORATORIES 1.0%

Value $5.788M Shares 151,000 Est. Cost $28.85 Unrealized +1.3%

JPM JP MORGAN CHASE & CO 1.0%

Value $5.723M Shares 97,871 Est. Cost $36.24 Unrealized +9.4%

MDLZ MONDELEZ INTERNATIONAL INC 0.8%

Value $4.854M Shares 137,518 Est. Cost $23.16 Unrealized +10.2%

META FACEBOOK INC 0.5%

Value $2.934M Shares 53,680 Est. Cost $25.44 Unrealized +96.0%

ECL ECOLAB INC 0.3%

Value $1.751M Shares 16,796 Est. Cost $73.48 Unrealized +23.8%

AAPL APPLE INC 0.2%

Value $1.324M Shares 2,360 Est. Cost $13.16 Unrealized +24.4%

USB US BANCORP 0.2%

Value $1.131M Shares 28,000 Est. Cost $22.41 Unrealized +13.2%

RSG REPUBLIC SERVICES INC 0.2%

Value $1.102M Shares 33,200 Est. Cost $26.37 Unrealized +1.8%

XOM EXXON MOBIL CORPORATION 0.2%

Value $1.002M Shares 9,900 Est. Cost $55.94 Unrealized 0.0%

ADP AUTOMATIC DATA PROCESSING INC 0.1%

Value $865K Shares 10,700 Est. Cost $45.09 Unrealized +14.1%

AXP AMERICAN EXPRESS CO 0.1%

Value $862K Shares 9,500 Est. Cost $59.62 Unrealized +16.2%

Value $813K Shares 5,800 Est. Cost $61.26 Unrealized +18.6%

COST COSTCO WHOLESALES CORP. 0.0%

Value $179K Shares 1,500 Est. Cost $86.56 Unrealized +9.9%

— MINDRAY MEDICAL INTL LTD 0.0%

Value $149K Shares 4,100 Est. Cost $36.34 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC	845	$150M	25.5%	$165023.42	+5.1%	COMMON	084670108
WFC	WELLS FARGO & CO	1,675,860	$76.08M	12.9%	$27.50	+11.9%	COMMON	949746101
KO	COCA COLA CO	1,012,960	$41.84M	7.1%	$27.85	-3.3%	COMMON	191216100
IBM	INTERNATIONAL BUSINESS MACHINES CORP	207,200	$38.87M	6.6%	$118.94	-10.5%	COMMON	459200101
—	GOOGLE INC	34,630	$38.81M	6.6%	$880.36	—	COMMON	38259P508
MSFT	MICROSOFT CORP	515,000	$19.27M	3.3%	$26.70	+12.4%	COMMON	594918104
WMT	WAL MART STORES INC	238,700	$18.78M	3.2%	$19.98	+1.8%	COMMON	931142103
JNJ	JOHNSON & JOHNSON	154,640	$14.16M	2.4%	$59.66	+10.2%	COMMON	478160104
SNY	SANOFI-AVENTIS SA	263,400	$14.13M	2.4%	$51.51	—	COMMON	80105N105
QCOM	QUALCOMM INC	175,200	$13.01M	2.2%	$45.46	+10.8%	COMMON	747525103
—	MEDTRONIC INC	226,100	$12.98M	2.2%	$51.47	—	COMMON	585055106
NVO	NOVO NORDISK A/S	69,880	$12.91M	2.2%	$161.41	—	COMMON	670100205
DVA	DAVITA HEALTHCARE PARTNERS INC	196,040	$12.42M	2.1%	$59.15	-0.8%	COMMON	23918K108
—	NATIONAL OILWELL VARCO INC	151,860	$12.08M	2.0%	$76.64	—	COMMON	637071101
DE	DEERE & COMPANY	131,480	$12.01M	2.0%	$67.38	+0.1%	COMMON	244199105
PG	PROCTER & GAMBLE CO	115,920	$9.437M	1.6%	$55.00	+5.5%	COMMON	742718109
CSCO	CISCO SYSTEMS INC	387,500	$8.692M	1.5%	$15.24	-0.2%	COMMON	17275R102
V	VISA INC	36,100	$8.039M	1.4%	$45.39	+2.0%	COMMON	92826C839
—	MONSANTO COMPANY	68,940	$8.035M	1.4%	$114.00	—	COMMON	61166W101
—	UNITED TECHNOLOGIES CORP	62,700	$7.135M	1.2%	$98.75	—	COMMON	913017109
—	VARIAN MEDICAL SYSTEMS,INC.	89,050	$6.918M	1.2%	$73.26	—	COMMON	92220P105
ABBV	ABBVIE INC	127,100	$6.712M	1.1%	$26.55	+14.5%	COMMON	00287Y109
COP	CONOCO PHILLIPS	86,900	$6.139M	1.0%	$39.96	+21.1%	COMMON	20825C104
ISRG	INTUITIVE SURGICAL INC	15,890	$6.103M	1.0%	$43.80	-3.9%	COMMON	46120E602
—	KRAFT FOODS GROUP INC	109,972	$5.929M	1.0%	$55.87	—	COMMON	50076Q106
ABT	ABBOTT LABORATORIES	151,000	$5.788M	1.0%	$28.85	+1.3%	COMMON	002824100
JPM	JP MORGAN CHASE & CO	97,871	$5.723M	1.0%	$36.24	+9.4%	COMMON	46625H100
MDLZ	MONDELEZ INTERNATIONAL INC	137,518	$4.854M	0.8%	$23.16	+10.2%	COMMON	609207105
META	FACEBOOK INC	53,680	$2.934M	0.5%	$25.44	+96.0%	COMMON	30303M102
ECL	ECOLAB INC	16,796	$1.751M	0.3%	$73.48	+23.8%	COMMON	278865100
AAPL	APPLE INC	2,360	$1.324M	0.2%	$13.16	+24.4%	COMMON	037833100
USB	US BANCORP	28,000	$1.131M	0.2%	$22.41	+13.2%	COMMON	902973304
RSG	REPUBLIC SERVICES INC	33,200	$1.102M	0.2%	$26.37	+1.8%	COMMON	760759100
XOM	EXXON MOBIL CORPORATION	9,900	$1.002M	0.2%	$55.94	0.0%	COMMON	30231G102
ADP	AUTOMATIC DATA PROCESSING INC	10,700	$865K	0.1%	$45.09	+14.1%	COMMON	053015103
AXP	AMERICAN EXPRESS CO	9,500	$862K	0.1%	$59.62	+16.2%	COMMON	025816109
MMM	3M CO	5,800	$813K	0.1%	$61.26	+18.6%	COMMON	88579Y101
COST	COSTCO WHOLESALES CORP.	1,500	$179K	0.0%	$86.56	+9.9%	COMMON	22160K105
—	MINDRAY MEDICAL INTL LTD	4,100	$149K	0.0%	$36.34	—	COMMON	602675100