Hikari Tsushin, Inc. Long-Term Concentrated

Location: Tokyo, Japan

CIK: 0001423673 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 4, 2015

Total Value: $542M (100.0% shares, 0.0% debt)

Holdings (38)

BRK/A BERKSHIRE HATHAWAY INC 31.1%

Value $169M Shares 746 Est. Cost $165023.42 Unrealized +31.2%

WFC WELLS FARGO & CO 15.1%

Value $81.8M Shares 1,492,160 Est. Cost $27.50 Unrealized +41.0%

KO COCA COLA CO 7.3%

Value $39.56M Shares 936,960 Est. Cost $27.85 Unrealized +7.9%

IBM INTERNATIONAL BUSINESS MACHINES CORP 4.3%

Value $23.34M Shares 145,500 Est. Cost $118.28 Unrealized -15.1%

MSFT MICROSOFT CORP 3.4%

Value $18.31M Shares 394,100 Est. Cost $26.70 Unrealized +49.3%

DVA DAVITA HEALTHCARE PARTNERS INC 3.0%

Value $16.31M Shares 215,380 Est. Cost $60.61 Unrealized +24.2%

— MEDTRONIC INC 2.9%

Value $15.83M Shares 219,300 Est. Cost $51.47 Unrealized —

JNJ JOHNSON & JOHNSON 2.7%

Value $14.73M Shares 140,840 Est. Cost $59.66 Unrealized +29.6%

NVO NOVO NORDISK A/S 2.6%

Value $14.34M Shares 338,900 Est. Cost $68.80 Unrealized —

WMT WAL MART STORES INC 2.6%

Value $14.32M Shares 166,800 Est. Cost $20.23 Unrealized +7.9%

— GOOGLE INC CL-A 2.5%

Value $13.44M Shares 25,330 Est. Cost $584.67 Unrealized —

SNY SANOFI-AVENTIS SA 2.0%

Value $10.68M Shares 234,200 Est. Cost $51.53 Unrealized —

CSCO CISCO SYSTEMS INC 1.9%

Value $10.46M Shares 375,900 Est. Cost $15.24 Unrealized +20.2%

— NATIONAL OILWELL VARCO INC 1.9%

Value $10.13M Shares 154,660 Est. Cost $76.70 Unrealized —

QCOM QUALCOMM INC 1.8%

Value $9.626M Shares 129,500 Est. Cost $46.15 Unrealized +15.6%

ISRG INTUITIVE SURGICAL INC 1.7%

Value $9.278M Shares 17,540 Est. Cost $44.19 Unrealized +26.0%

V VISA INC 1.7%

Value $9.177M Shares 35,000 Est. Cost $45.39 Unrealized +22.7%

— MONSANTO COMPANY 1.5%

Value $7.997M Shares 66,940 Est. Cost $114.00 Unrealized —

— VARIAN MEDICAL SYSTEMS,INC. 1.4%

Value $7.773M Shares 89,850 Est. Cost $73.68 Unrealized —

ABBV ABBVIE INC 1.2%

Value $6.511M Shares 99,500 Est. Cost $26.55 Unrealized +51.6%

COP CONOCO PHILLIPS 1.1%

Value $5.822M Shares 84,300 Est. Cost $39.96 Unrealized +22.3%

ABT ABBOTT LABORATORIES 0.9%

Value $5.132M Shares 114,000 Est. Cost $28.85 Unrealized +22.4%

DE DEERE & COMPANY 0.8%

Value $4.471M Shares 50,540 Est. Cost $67.45 Unrealized +4.7%

— UNITED TECHNOLOGIES CORP 0.7%

Value $4.002M Shares 34,800 Est. Cost $98.75 Unrealized —

PG PROCTER & GAMBLE CO 0.7%

Value $3.664M Shares 40,220 Est. Cost $55.00 Unrealized +17.5%

JPM JP MORGAN CHASE & CO 0.5%

Value $2.971M Shares 47,471 Est. Cost $36.24 Unrealized +23.3%

XOM EXXON MOBIL CORPORATION 0.4%

Value $2.265M Shares 24,500 Est. Cost $57.30 Unrealized +1.2%

— KRAFT FOODS GROUP INC 0.3%

Value $1.815M Shares 28,972 Est. Cost $55.87 Unrealized —

ECL ECOLAB INC 0.3%

Value $1.703M Shares 16,296 Est. Cost $73.48 Unrealized +31.6%

MDLZ MONDELEZ INTERNATIONAL INC 0.3%

Value $1.457M Shares 40,118 Est. Cost $23.16 Unrealized +22.7%

RSG REPUBLIC SERVICES INC 0.2%

Value $1.296M Shares 32,200 Est. Cost $26.37 Unrealized +21.3%

AAPL APPLE INC 0.2%

Value $1.261M Shares 11,420 Est. Cost $17.87 Unrealized +34.8%

USB US BANCORP 0.2%

Value $1.223M Shares 27,200 Est. Cost $22.41 Unrealized +29.9%

Value $920K Shares 5,600 Est. Cost $61.26 Unrealized +46.4%

ADP AUTOMATIC DATA PROCESSING INC 0.2%

Value $867K Shares 10,400 Est. Cost $45.09 Unrealized +40.9%

AXP AMERICAN EXPRESS CO 0.2%

Value $856K Shares 9,200 Est. Cost $59.62 Unrealized +28.2%

COST COSTCO WHOLESALES CORP. 0.0%

Value $198K Shares 1,400 Est. Cost $86.56 Unrealized +26.4%

— MINDRAY MEDICAL INTL LTD 0.0%

Value $106K Shares 4,000 Est. Cost $36.34 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC	746	$169M	31.1%	$165023.42	+31.2%	COMMON	084670108
WFC	WELLS FARGO & CO	1,492,160	$81.8M	15.1%	$27.50	+41.0%	COMMON	949746101
KO	COCA COLA CO	936,960	$39.56M	7.3%	$27.85	+7.9%	COMMON	191216100
IBM	INTERNATIONAL BUSINESS MACHINES CORP	145,500	$23.34M	4.3%	$118.28	-15.1%	COMMON	459200101
MSFT	MICROSOFT CORP	394,100	$18.31M	3.4%	$26.70	+49.3%	COMMON	594918104
DVA	DAVITA HEALTHCARE PARTNERS INC	215,380	$16.31M	3.0%	$60.61	+24.2%	COMMON	23918K108
—	MEDTRONIC INC	219,300	$15.83M	2.9%	$51.47	—	COMMON	585055106
JNJ	JOHNSON & JOHNSON	140,840	$14.73M	2.7%	$59.66	+29.6%	COMMON	478160104
NVO	NOVO NORDISK A/S	338,900	$14.34M	2.6%	$68.80	—	COMMON	670100205
WMT	WAL MART STORES INC	166,800	$14.32M	2.6%	$20.23	+7.9%	COMMON	931142103
—	GOOGLE INC CL-A	25,330	$13.44M	2.5%	$584.67	—	COMMON	38259P508
SNY	SANOFI-AVENTIS SA	234,200	$10.68M	2.0%	$51.53	—	COMMON	80105N105
CSCO	CISCO SYSTEMS INC	375,900	$10.46M	1.9%	$15.24	+20.2%	COMMON	17275R102
—	NATIONAL OILWELL VARCO INC	154,660	$10.13M	1.9%	$76.70	—	COMMON	637071101
QCOM	QUALCOMM INC	129,500	$9.626M	1.8%	$46.15	+15.6%	COMMON	747525103
ISRG	INTUITIVE SURGICAL INC	17,540	$9.278M	1.7%	$44.19	+26.0%	COMMON	46120E602
V	VISA INC	35,000	$9.177M	1.7%	$45.39	+22.7%	COMMON	92826C839
—	MONSANTO COMPANY	66,940	$7.997M	1.5%	$114.00	—	COMMON	61166W101
—	VARIAN MEDICAL SYSTEMS,INC.	89,850	$7.773M	1.4%	$73.68	—	COMMON	92220P105
ABBV	ABBVIE INC	99,500	$6.511M	1.2%	$26.55	+51.6%	COMMON	00287Y109
COP	CONOCO PHILLIPS	84,300	$5.822M	1.1%	$39.96	+22.3%	COMMON	20825C104
ABT	ABBOTT LABORATORIES	114,000	$5.132M	0.9%	$28.85	+22.4%	COMMON	002824100
DE	DEERE & COMPANY	50,540	$4.471M	0.8%	$67.45	+4.7%	COMMON	244199105
—	UNITED TECHNOLOGIES CORP	34,800	$4.002M	0.7%	$98.75	—	COMMON	913017109
PG	PROCTER & GAMBLE CO	40,220	$3.664M	0.7%	$55.00	+17.5%	COMMON	742718109
JPM	JP MORGAN CHASE & CO	47,471	$2.971M	0.5%	$36.24	+23.3%	COMMON	46625H100
XOM	EXXON MOBIL CORPORATION	24,500	$2.265M	0.4%	$57.30	+1.2%	COMMON	30231G102
—	KRAFT FOODS GROUP INC	28,972	$1.815M	0.3%	$55.87	—	COMMON	50076Q106
ECL	ECOLAB INC	16,296	$1.703M	0.3%	$73.48	+31.6%	COMMON	278865100
MDLZ	MONDELEZ INTERNATIONAL INC	40,118	$1.457M	0.3%	$23.16	+22.7%	COMMON	609207105
RSG	REPUBLIC SERVICES INC	32,200	$1.296M	0.2%	$26.37	+21.3%	COMMON	760759100
AAPL	APPLE INC	11,420	$1.261M	0.2%	$17.87	+34.8%	COMMON	037833100
USB	US BANCORP	27,200	$1.223M	0.2%	$22.41	+29.9%	COMMON	902973304
MMM	3M CO	5,600	$920K	0.2%	$61.26	+46.4%	COMMON	88579Y101
ADP	AUTOMATIC DATA PROCESSING INC	10,400	$867K	0.2%	$45.09	+40.9%	COMMON	053015103
AXP	AMERICAN EXPRESS CO	9,200	$856K	0.2%	$59.62	+28.2%	COMMON	025816109
COST	COSTCO WHOLESALES CORP.	1,400	$198K	0.0%	$86.56	+26.4%	COMMON	22160K105
—	MINDRAY MEDICAL INTL LTD	4,000	$106K	0.0%	$36.34	—	COMMON	602675100