Hikari Tsushin, Inc. Long-Term Concentrated

Location: Tokyo, Japan

CIK: 0001423673 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 28, 2017

Total Value: $341M (100.0% shares, 0.0% debt)

Holdings (37)

BRK/A BERKSHIRE HATHAWAY INC 58.7%

Value $200M Shares 728 Est. Cost $165023.42 Unrealized +60.8%

WFC WELLS FARGO 12.9%

Value $44.14M Shares 800,310 Est. Cost $28.47 Unrealized +48.0%

V VISA INC 3.1%

Value $10.69M Shares 101,598 Est. Cost $56.41 Unrealized +69.7%

JNJ JOHNSON AND JOHNSON 2.1%

Value $6.996M Shares 53,810 Est. Cost $63.14 Unrealized +66.3%

GOOGL ALPHABET INC CL-A 2.0%

Value $6.797M Shares 6,980 Est. Cost $31.95 Unrealized +47.3%

NVO NOVO NORDISK A/S 2.0%

Value $6.658M Shares 138,280 Est. Cost $68.80 Unrealized —

DHR DANAHER CORPORATION 1.6%

Value $5.587M Shares 65,135 Est. Cost $42.66 Unrealized +66.6%

Value $5.176M Shares 24,660 Est. Cost $89.61 Unrealized +44.9%

MDT MEDTRONIC INC 1.5%

Value $5.065M Shares 65,130 Est. Cost $56.98 Unrealized +17.5%

SNY SANOFI-AVENTIS SA 1.2%

Value $4.088M Shares 82,110 Est. Cost $51.53 Unrealized —

DVA DAVITA HEALTHCARE PARTNERS INC 1.2%

Value $4.001M Shares 67,360 Est. Cost $60.61 Unrealized -0.7%

— PRAXAIR INC 1.2%

Value $3.997M Shares 28,600 Est. Cost $108.68 Unrealized —

ISRG INTUITIVE SURGICAL INC 1.2%

Value $3.953M Shares 11,340 Est. Cost $87.37 Unrealized +24.7%

ROP ROPER TECHNOLOGIES INC 1.1%

Value $3.797M Shares 15,600 Est. Cost $166.75 Unrealized +34.1%

FTV FORTIVE CORP 1.1%

Value $3.619M Shares 51,117 Est. Cost $33.82 Unrealized +18.9%

— ALLERGAN PLC 0.9%

Value $3.074M Shares 15,000 Est. Cost $238.93 Unrealized —

VOO Vanguard SP 500 ETF 0.8%

Value $2.806M Shares 12,160 Est. Cost $230.76 Unrealized —

KHC THE KRAFT HEINZ COMPANY 0.7%

Value $2.247M Shares 28,972 Est. Cost $47.82 Unrealized +18.0%

RSG REPUBLIC SERVICES INC 0.6%

Value $2.127M Shares 32,200 Est. Cost $26.37 Unrealized +115.6%

ECL ECOLAB INC 0.6%

Value $2.096M Shares 16,296 Est. Cost $73.48 Unrealized +63.4%

ABT ABBOTT LABORATORIES 0.5%

Value $1.754M Shares 32,870 Est. Cost $28.85 Unrealized +50.3%

WAB WABTEC CORPORATION 0.5%

Value $1.674M Shares 22,100 Est. Cost $78.76 Unrealized -7.0%

USB US BANCORP 0.4%

Value $1.458M Shares 27,200 Est. Cost $22.41 Unrealized +68.5%

— DIAMOND OFFSHORE DRILLING INC 0.4%

Value $1.433M Shares 98,800 Est. Cost $10.83 Unrealized —

AAPL APPLE INC 0.4%

Value $1.229M Shares 7,975 Est. Cost $17.87 Unrealized +102.3%

ADP AUTOMATIC DATA PROCESSING INC 0.3%

Value $1.137M Shares 10,400 Est. Cost $45.09 Unrealized +98.7%

BUD Anheuser-Busch InBev ADR 0.3%

Value $907K Shares 7,600 Est. Cost $110.39 Unrealized —

WAT WATERS CORPORATION 0.3%

Value $898K Shares 5,000 Est. Cost $173.76 Unrealized +4.4%

MDLZ MONDELEZ INTERNATIONAL INC 0.2%

Value $850K Shares 20,898 Est. Cost $23.16 Unrealized +49.8%

JKHY JACK HENRY AND ASSOCIATES, INC. 0.2%

Value $709K Shares 6,900 Est. Cost $90.11 Unrealized +4.0%

NSRGY NESTLE SA 0.2%

Value $539K Shares 6,420 Est. Cost $83.96 Unrealized —

— POTASH CORPORATION OF SASKATCHEWAN INC. 0.2%

Value $519K Shares 27,000 Est. Cost $16.30 Unrealized —

ASHR DEUTSCHE X-TRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 0.1%

Value $287K Shares 9,830 Est. Cost $29.20 Unrealized —

COST COSTCO WHOLESALES CORP. 0.1%

Value $230K Shares 1,400 Est. Cost $86.56 Unrealized +61.9%

— CDK GLOBAL INC 0.1%

Value $219K Shares 3,466 Est. Cost $47.89 Unrealized —

— FOOT LOCKER INC 0.0%

Value $66,000 Shares 1,860 Est. Cost $35.48 Unrealized —

TPB TURNING POINT BRANDS INC 0.0%

Value $50,000 Shares 2,940 Est. Cost $16.11 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC	728	$200M	58.7%	$165023.42	+60.8%	COMMON	084670108
WFC	WELLS FARGO	800,310	$44.14M	12.9%	$28.47	+48.0%	COMMON	949746101
V	VISA INC	101,598	$10.69M	3.1%	$56.41	+69.7%	COMMON	92826C839
JNJ	JOHNSON AND JOHNSON	53,810	$6.996M	2.1%	$63.14	+66.3%	COMMON	478160104
GOOGL	ALPHABET INC CL-A	6,980	$6.797M	2.0%	$31.95	+47.3%	COMMON	02079K305
NVO	NOVO NORDISK A/S	138,280	$6.658M	2.0%	$68.80	—	COMMON	670100205
DHR	DANAHER CORPORATION	65,135	$5.587M	1.6%	$42.66	+66.6%	COMMON	235851102
MMM	3M CO	24,660	$5.176M	1.5%	$89.61	+44.9%	COMMON	88579Y101
MDT	MEDTRONIC INC	65,130	$5.065M	1.5%	$56.98	+17.5%	COMMON	G5960L103
SNY	SANOFI-AVENTIS SA	82,110	$4.088M	1.2%	$51.53	—	COMMON	80105N105
DVA	DAVITA HEALTHCARE PARTNERS INC	67,360	$4.001M	1.2%	$60.61	-0.7%	COMMON	23918K108
—	PRAXAIR INC	28,600	$3.997M	1.2%	$108.68	—	COMMON	74005P104
ISRG	INTUITIVE SURGICAL INC	11,340	$3.953M	1.2%	$87.37	+24.7%	COMMON	46120E602
ROP	ROPER TECHNOLOGIES INC	15,600	$3.797M	1.1%	$166.75	+34.1%	COMMON	776696106
FTV	FORTIVE CORP	51,117	$3.619M	1.1%	$33.82	+18.9%	COMMON	34959J108
—	ALLERGAN PLC	15,000	$3.074M	0.9%	$238.93	—	COMMON	G0177J108
VOO	Vanguard SP 500 ETF	12,160	$2.806M	0.8%	$230.76	—	COMMON	922908363
KHC	THE KRAFT HEINZ COMPANY	28,972	$2.247M	0.7%	$47.82	+18.0%	COMMON	500754106
RSG	REPUBLIC SERVICES INC	32,200	$2.127M	0.6%	$26.37	+115.6%	COMMON	760759100
ECL	ECOLAB INC	16,296	$2.096M	0.6%	$73.48	+63.4%	COMMON	278865100
ABT	ABBOTT LABORATORIES	32,870	$1.754M	0.5%	$28.85	+50.3%	COMMON	002824100
WAB	WABTEC CORPORATION	22,100	$1.674M	0.5%	$78.76	-7.0%	COMMON	929740108
USB	US BANCORP	27,200	$1.458M	0.4%	$22.41	+68.5%	COMMON	902973304
—	DIAMOND OFFSHORE DRILLING INC	98,800	$1.433M	0.4%	$10.83	—	COMMON	25271C102
AAPL	APPLE INC	7,975	$1.229M	0.4%	$17.87	+102.3%	COMMON	037833100
ADP	AUTOMATIC DATA PROCESSING INC	10,400	$1.137M	0.3%	$45.09	+98.7%	COMMON	053015103
BUD	Anheuser-Busch InBev ADR	7,600	$907K	0.3%	$110.39	—	COMMON	03524A108
WAT	WATERS CORPORATION	5,000	$898K	0.3%	$173.76	+4.4%	COMMON	941848103
MDLZ	MONDELEZ INTERNATIONAL INC	20,898	$850K	0.2%	$23.16	+49.8%	COMMON	609207105
JKHY	JACK HENRY AND ASSOCIATES, INC.	6,900	$709K	0.2%	$90.11	+4.0%	COMMON	426281101
NSRGY	NESTLE SA	6,420	$539K	0.2%	$83.96	—	COMMON	641069406
—	POTASH CORPORATION OF SASKATCHEWAN INC.	27,000	$519K	0.2%	$16.30	—	COMMON	73755L107
ASHR	DEUTSCHE X-TRACKERS HARVEST CSI 300 CHINA A-SHARES ETF	9,830	$287K	0.1%	$29.20	—	COMMON	233051879
COST	COSTCO WHOLESALES CORP.	1,400	$230K	0.1%	$86.56	+61.9%	COMMON	22160K105
—	CDK GLOBAL INC	3,466	$219K	0.1%	$47.89	—	COMMON	12508E101
—	FOOT LOCKER INC	1,860	$66,000	0.0%	$35.48	—	COMMON	344849104
TPB	TURNING POINT BRANDS INC	2,940	$50,000	0.0%	$16.11	0.0%	COMMON	90041L105