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Hikari Tsushin, Inc.

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13F filer, CIK 1423673, TOKYO, Japan

Hikari Tsushin, Inc. reported $1,450,537,539 across 78 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 83.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001423673-26-000002

Period
2026-03-31
Reported value
$1.45B
Holdings
78
Top 10 weight
83.01%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ZTSadded+23,887$2.82M
BRK-Badded+3,902$1.87M
CRMadded+657$123K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOOreduced-12,340-$7.37M
GOOGLreduced-21,690-$6.24M
JNJreduced-12,109-$2.96M
VHTreduced-6,607-$1.8M
MMMreduced-11,549-$1.68M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001423673-26-000002, largest first. % of portfolio is the value over $1,450,537,539, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares 1,127$809M55.8%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665,529 shares; 2024Q4: 612,886 shares; 2025Q1: 593,415 shares; 2025Q2: 591,687 shares; 2025Q3: 587,848 shares; 2025Q4: 575,922 shares; 2026Q1: 554,232 shares 554,232$159M10.99%-21,690Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483,848 shares; 2024Q4: 2,483,848 shares; 2025Q1: 2,483,848 shares; 2025Q2: 2,483,848 shares; 2025Q3: 2,483,848 shares; 2025Q4: 2,483,848 shares; 2026Q1: 2,483,848 shares 2,483,848$50.7M3.49%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,566 shares; 2024Q4: 100,566 shares; 2025Q1: 100,566 shares; 2025Q2: 101,555 shares; 2025Q3: 102,555 shares; 2025Q4: 102,555 shares; 2026Q1: 102,555 shares 102,555$31M2.14%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,918 shares; 2024Q4: 136,918 shares; 2025Q1: 136,918 shares; 2025Q2: 136,918 shares; 2025Q3: 136,918 shares; 2025Q4: 129,204 shares; 2026Q1: 117,095 shares 117,095$28.6M1.97%-12,109Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,165 shares; 2024Q4: 343,165 shares; 2025Q1: 343,165 shares; 2025Q2: 343,165 shares; 2025Q3: 343,165 shares; 2025Q4: 343,165 shares; 2026Q1: 343,165 shares 343,165$27.3M1.88%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,999 shares; 2024Q4: 88,549 shares; 2025Q1: 82,602 shares; 2025Q2: 73,621 shares; 2025Q3: 65,840 shares; 2025Q4: 57,755 shares; 2026Q1: 45,415 shares 45,415$27.1M1.87%-12,340Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570,196 shares; 2024Q4: 570,196 shares; 2025Q1: 570,196 shares; 2025Q2: 570,196 shares; 2025Q3: 570,196 shares; 2025Q4: 570,196 shares; 2026Q1: 570,196 shares 570,196$25.5M1.76%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,963 shares; 2024Q4: 104,963 shares; 2025Q1: 104,963 shares; 2025Q2: 104,963 shares; 2025Q3: 104,963 shares; 2025Q4: 104,963 shares; 2026Q1: 104,963 shares 104,963$22.8M1.57%0Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,544 shares; 2025Q3: 41,494 shares; 2025Q4: 164,238 shares; 2026Q1: 188,125 shares 188,125$22.2M1.53%+23,887Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,691 shares; 2024Q4: 123,691 shares; 2025Q1: 123,691 shares; 2025Q2: 125,019 shares; 2025Q3: 125,019 shares; 2025Q4: 118,202 shares; 2026Q1: 116,848 shares 116,848$21.3M1.47%-1,354Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,703 shares; 2024Q4: 31,793 shares; 2025Q1: 31,793 shares; 2025Q2: 30,438 shares; 2025Q3: 30,438 shares; 2025Q4: 29,045 shares; 2026Q1: 29,045 shares 29,045$17.6M1.21%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,560 shares; 2024Q4: 23,560 shares; 2025Q1: 23,694 shares; 2025Q2: 24,673 shares; 2025Q3: 27,878 shares; 2025Q4: 27,878 shares; 2026Q1: 31,780 shares 31,780$15.2M1.05%+3,902Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,772 shares; 2024Q4: 231,772 shares; 2025Q1: 190,549 shares; 2025Q2: 162,092 shares; 2025Q3: 135,587 shares; 2025Q4: 113,567 shares; 2026Q1: 102,018 shares 102,018$14.8M1.02%-11,549Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,689 shares; 2024Q4: 31,689 shares; 2025Q1: 31,689 shares; 2025Q2: 31,689 shares; 2025Q3: 31,689 shares; 2025Q4: 31,689 shares; 2026Q1: 31,689 shares 31,689$13.8M0.95%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,500 shares; 2024Q4: 25,500 shares; 2025Q1: 25,500 shares; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares; 2026Q1: 25,500 shares 25,500$12.6M0.87%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,952 shares; 2024Q4: 144,952 shares; 2025Q1: 144,952 shares; 2025Q2: 144,952 shares; 2025Q3: 144,952 shares; 2025Q4: 144,952 shares; 2026Q1: 144,952 shares 144,952$12.6M0.87%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,269 shares; 2024Q4: 66,269 shares; 2025Q1: 64,712 shares; 2025Q2: 64,712 shares; 2025Q3: 64,712 shares; 2025Q4: 64,712 shares; 2026Q1: 64,712 shares 64,712$12.3M0.85%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,832 shares; 2024Q4: 50,832 shares; 2025Q1: 51,986 shares; 2025Q2: 51,986 shares; 2025Q3: 51,986 shares; 2025Q4: 51,986 shares; 2026Q1: 51,986 shares 51,986$8.82M0.61%0Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,021 shares; 2024Q4: 119,021 shares; 2025Q1: 119,021 shares; 2025Q2: 119,021 shares; 2025Q3: 119,021 shares; 2025Q4: 119,021 shares; 2026Q1: 119,021 shares 119,021$8.66M0.6%0Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,200 shares; 2024Q4: 32,200 shares; 2025Q1: 32,200 shares; 2025Q2: 32,200 shares; 2025Q3: 32,200 shares; 2025Q4: 32,200 shares; 2026Q1: 32,200 shares 32,200$7.05M0.49%0Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,547 shares; 2024Q4: 17,547 shares; 2025Q1: 17,547 shares; 2025Q2: 17,547 shares; 2025Q3: 16,913 shares; 2025Q4: 16,355 shares; 2026Q1: 15,185 shares 15,185$7M0.48%-1,170Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,288 shares; 2024Q4: 33,288 shares; 2025Q1: 32,239 shares; 2025Q2: 32,239 shares; 2025Q3: 32,239 shares; 2025Q4: 30,529 shares; 2026Q1: 30,529 shares 30,529$6.54M0.45%0Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: 15,600 shares; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 15,600 shares; 2025Q4: 15,600 shares; 2026Q1: 15,600 shares 15,600$5.52M0.38%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,873 shares; 2024Q4: 19,873 shares; 2025Q1: 19,873 shares; 2025Q2: 20,144 shares; 2025Q3: 20,144 shares; 2025Q4: 20,144 shares; 2026Q1: 20,144 shares 20,144$5.36M0.37%0Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,141 shares; 2024Q4: 81,141 shares; 2025Q1: 81,141 shares; 2025Q2: 81,141 shares; 2025Q3: 81,141 shares; 2025Q4: 81,141 shares; 2026Q1: 81,141 shares 81,141$4.92M0.34%0Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,800 shares; 2024Q4: 42,800 shares; 2025Q1: 42,800 shares; 2025Q2: 42,800 shares; 2025Q3: 42,800 shares; 2025Q4: 38,455 shares; 2026Q1: 38,455 shares 38,455$4.89M0.34%0Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,997 shares; 2024Q4: 22,997 shares; 2025Q1: 22,997 shares; 2025Q2: 22,997 shares; 2025Q3: 22,997 shares; 2025Q4: 20,556 shares; 2026Q1: 16,246 shares 16,246$4.84M0.33%-4,310Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 10,283 shares; 2025Q1: 10,283 shares; 2025Q2: 10,283 shares; 2025Q3: 10,283 shares; 2025Q4: 10,283 shares; 2026Q1: 9,794 shares 9,794$3.63M0.25%-489Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,180 shares; 2024Q4: 56,180 shares; 2025Q1: 56,180 shares; 2025Q2: 56,180 shares; 2025Q3: 56,180 shares; 2025Q4: 56,180 shares; 2026Q1: 53,112 shares 53,112$3.47M0.24%-3,068Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,744 shares; 2024Q4: 18,870 shares; 2025Q1: 19,016 shares; 2025Q2: 19,016 shares; 2025Q3: 19,016 shares; 2025Q4: 19,016 shares; 2026Q1: 12,409 shares 12,409$3.38M0.23%-6,607Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,870 shares; 2024Q4: 32,870 shares; 2025Q1: 32,870 shares; 2025Q2: 32,870 shares; 2025Q3: 32,870 shares; 2025Q4: 32,870 shares; 2026Q1: 32,870 shares 32,870$3.37M0.23%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,722 shares; 2024Q4: 28,722 shares; 2025Q1: 28,722 shares; 2025Q2: 28,722 shares; 2025Q3: 28,722 shares; 2025Q4: 26,512 shares; 2026Q1: 23,094 shares 23,094$3.34M0.23%-3,418Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,954 shares; 2024Q4: 54,954 shares; 2025Q1: 54,954 shares; 2025Q2: 54,954 shares; 2025Q3: 54,954 shares; 2025Q4: 54,954 shares; 2026Q1: 54,954 shares 54,954$3.27M0.23%0Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,607 shares; 2024Q4: 34,607 shares; 2025Q1: 34,607 shares; 2025Q2: 34,607 shares; 2025Q3: 34,607 shares; 2025Q4: 34,607 shares; 2026Q1: 34,607 shares 34,607$3M0.21%0Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,626 shares; 2024Q4: 63,226 shares; 2025Q1: 63,226 shares; 2025Q2: 63,226 shares; 2025Q3: 63,226 shares; 2025Q4: 49,400 shares; 2026Q1: 49,400 shares 49,400$2.73M0.19%0Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,764 shares; 2024Q4: 43,764 shares; 2025Q1: 43,764 shares; 2025Q2: 43,764 shares; 2025Q3: 43,764 shares; 2025Q4: 65,646 shares; 2026Q1: 65,646 shares 65,646$2.66M0.18%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,562 shares; 2024Q4: 13,562 shares; 2025Q1: 13,562 shares; 2025Q2: 13,562 shares; 2025Q3: 13,562 shares; 2025Q4: 13,562 shares; 2026Q1: 13,562 shares 13,562$2.38M0.16%0Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,382 shares; 2024Q4: 14,382 shares; 2025Q1: 14,382 shares; 2025Q2: 14,382 shares; 2025Q3: 14,382 shares; 2025Q4: 14,382 shares; 2026Q1: 14,382 shares 14,382$2.27M0.16%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400$2.11M0.15%0Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,546 shares; 2024Q4: 21,546 shares; 2025Q1: 21,546 shares; 2025Q2: 21,546 shares; 2025Q3: 21,546 shares; 2025Q4: 21,546 shares; 2026Q1: 21,546 shares 21,546$1.91M0.13%0Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,911 shares; 2024Q4: 8,911 shares; 2025Q1: 8,911 shares; 2025Q2: 8,911 shares; 2025Q3: 6,358 shares; 2025Q4: 6,358 shares; 2026Q1: 6,358 shares 6,358$1.7M0.12%0Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,901 shares; 2024Q4: 5,901 shares; 2025Q1: 5,901 shares; 2025Q2: 5,901 shares; 2025Q3: 5,901 shares; 2025Q4: 5,901 shares; 2026Q1: 5,901 shares 5,901$1.47M0.1%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400$1.4M0.1%0Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,267 shares; 2024Q4: 39,267 shares; 2025Q1: 39,267 shares; 2025Q2: 39,267 shares; 2025Q3: 39,267 shares; 2025Q4: 39,267 shares; 2026Q1: 39,267 shares 39,267$1.39M0.1%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares 1,060$1.23M0.08%0Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,898 shares; 2024Q4: 20,898 shares; 2025Q1: 20,898 shares; 2025Q2: 20,898 shares; 2025Q3: 20,898 shares; 2025Q4: 20,898 shares; 2026Q1: 20,898 shares 20,898$1.2M0.08%0Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,201 shares; 2024Q4: 42,800 shares; 2025Q1: 42,800 shares; 2025Q2: 45,403 shares; 2025Q3: 45,403 shares; 2025Q4: 45,403 shares; 2026Q1: 45,403 shares 45,403$1.18M0.08%0Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,728 shares; 2024Q4: 17,728 shares; 2025Q1: 17,728 shares; 2025Q2: 17,728 shares; 2025Q3: 17,728 shares; 2025Q4: 17,728 shares; 2026Q1: 17,728 shares 17,728$1.16M0.08%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,812 shares; 2024Q4: 8,812 shares; 2025Q1: 8,812 shares; 2025Q2: 8,812 shares; 2025Q3: 8,812 shares; 2025Q4: 8,812 shares; 2026Q1: 8,812 shares 8,812$1.06M0.07%0Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,107 shares; 2026Q1: 6,107 shares 6,107$960K0.07%0Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,075 shares; 2025Q3: 21,075 shares; 2025Q4: 21,075 shares; 2026Q1: 21,075 shares 21,075$877K0.06%0Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,512 shares; 2024Q4: 23,512 shares; 2025Q1: 23,512 shares; 2025Q2: 23,512 shares; 2025Q3: 23,512 shares; 2025Q4: 23,512 shares; 2026Q1: 23,512 shares 23,512$864K0.06%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 13,167 shares; 2025Q1: 15,745 shares; 2025Q2: 15,745 shares; 2025Q3: 15,745 shares; 2025Q4: 15,745 shares; 2026Q1: 15,745 shares 15,745$851K0.06%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,631 shares; 2024Q4: 10,631 shares; 2025Q1: 10,631 shares; 2025Q2: 10,631 shares; 2025Q3: 10,631 shares; 2025Q4: 10,631 shares; 2026Q1: 10,631 shares 10,631$846K0.06%0Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,381 shares; 2024Q4: 35,381 shares; 2025Q1: 35,381 shares; 2025Q2: 35,381 shares; 2025Q3: 35,381 shares; 2025Q4: 35,381 shares; 2026Q1: 35,381 shares 35,381$845K0.06%0Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares 10,800$815K0.06%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,634 shares; 2026Q1: 4,291 shares 4,291$801K0.06%+657Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 6,403 shares; 2025Q3: 6,403 shares; 2025Q4: 6,403 shares; 2026Q1: 6,403 shares 6,403$730K0.05%0Timeline
PPLTABRDN PLATINUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,496 shares; 2025Q3: 6,496 shares; 2025Q4: 6,496 shares; 2026Q1: 3,964 shares 3,964$707K0.05%-2,532Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,452 shares; 2025Q3: 14,405 shares; 2025Q4: 14,405 shares; 2026Q1: 14,405 shares 14,405$698K0.05%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,942 shares; 2025Q3: 2,942 shares; 2025Q4: 2,942 shares; 2026Q1: 2,942 shares 2,942$633K0.04%0Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 482 shares 482$608K0.04%0Timeline
CSDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 4,903 shares; 2025Q1: 4,903 shares; 2025Q2: 4,903 shares; 2025Q3: 4,903 shares; 2025Q4: 4,903 shares; 2026Q1: 4,903 shares 4,903$552K0.04%0Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,931 shares; 2025Q1: 4,931 shares; 2025Q2: 4,931 shares; 2025Q3: 4,931 shares; 2025Q4: 4,931 shares; 2026Q1: 4,931 shares 4,931$482K0.03%0Timeline
LEVILEVI STRAUSS & CO NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,500 shares; 2024Q4: 24,500 shares; 2025Q1: 24,500 shares; 2025Q2: 24,500 shares; 2025Q3: 24,500 shares; 2025Q4: 24,500 shares; 2026Q1: 24,500 shares 24,500$453K0.03%0Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$293K0.02%0Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares 1,373$232K0.02%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500$215K0.01%0Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$214K0.01%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares 302$174K0.01%0Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares 2,220$106K0.01%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 365 shares; 2026Q1: 365 shares 365$98.8K0.01%0Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 687 shares; 2026Q1: 687 shares 687$91.6K0.01%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares 233$82K0.01%0Timeline
TNETTRINET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900$69.2K<0.01%0Timeline
UGUNITED GUARDIAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500$63.6K<0.01%0Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 599 shares 599$3.59K<0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FONRFONAR CORP14,158$263Kshares
GNTXGENTEX CORP2,020$47Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001423673-26-000002 base2026-05-13acceptance time not in the bulk data set