ARMSTRONG HENRY H ASSOCIATES INC
13F Reported Value
ⓘ$1.0B
Holdings
64
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ARMSTRONG HENRY H ASSOCIATES INC disclosed 64 positions worth $1.0B in its Form 13F-HR for Q2 2026, led by $MSFT (MICROSOFT CORP) at 22.5% of the equity portfolio, followed by $BRK.A and $BRK.B. During the quarter the fund opened 4 new positions and exited 1 — including a new stake in $AMD and a full exit from $XOM. The portfolio is most concentrated in Financials (45.0% of disclosed assets). All figures are sourced directly from ARMSTRONG HENRY H ASSOCIATES INC’s Form 13F-HR filing with the SEC under CIK 1056827.
AI Fund Analysis
Stable
$MSFT
$BRK-A$BRK-A
$JNJ
$MCO
$ASML
$UNP
$RBA$BRK-A
$APDSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 83.7#15
Quality
$232.2M622,401 sh - 64.5#634
Quality
$202.2M270 sh - 64.5#634
Quality
$187.7M375,150 sh - 72.8
Quality
$82.0M322,853 sh - 81.3
Quality
$65.3M144,243 sh - 72.9
Quality
$51.3M349,810 sh - 80.2
Quality
$32.7M92,688 sh - 74.0
Quality
$18.7M68,701 sh - —
Quality
$16.6M8,355 sh - 76.1
Quality
$16.4M56,648 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 83.7#15 | $232.2M | 622,401 |
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5#634 | $202.2M | 270 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $187.7M | 375,150 |
| JOHNSON & JOHNSON$JNJ | 72.8 | $82.0M | 322,853 |
| MOODYS CORP /DE/$MCO | 81.3 | $65.3M | 144,243 |
 PROCTER & GAMBLE Co$PG | 72.9 | $51.3M | 349,810 |
 Alphabet Inc.$GOOGL | 80.2 | $32.7M | 92,688 |
| UNION PACIFIC CORP$UNP | 74.0 | $18.7M | 68,701 |
| ASML HOLDING NV$ASML | — | $16.6M | 8,355 |
 Apple Inc.$AAPL | 76.1 | $16.4M | 56,648 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ARMSTRONG HENRY H ASSOCIATES INC's 64 positions.
Showing top 10 of 64 holdings.
Sector Allocation
Financials
$464.2M
Technology
$311.5M
Healthcare
$99.4M
Consumer Staples
$64.2M
Industrials
$44.8M
Consumer Discretionary
$22.9M
Materials
$17.5M
Other
$7.0M
Full Holdings — ARMSTRONG HENRY H ASSOCIATES INC (Q2 2026)
All 64 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $232.2M | 22.5% | -1% | 83.7 |
| 2 | $BRK.A | BERKSHIRE HATHAWAY INC | $202.2M | 19.6% | -1% | 64.5 |
| 3 | $BRK.B | BERKSHIRE HATHAWAY INC | $187.7M | 18.2% | +2% | 64.5 |
| 4 | $JNJ | JOHNSON & JOHNSON | $82.0M | 7.9% | +1% | 72.8 |
| 5 | $MCO | MOODYS CORP /DE/ | $65.3M | 6.3% | +0% | 81.3 |
| 6 | $PG | PROCTER & GAMBLE Co | $51.3M | 5.0% | -1% | 72.9 |
| 7 | $GOOGL | Alphabet Inc. | $32.7M | 3.2% | -0% | 80.2 |
| 8 | $UNP | UNION PACIFIC CORP | $18.7M | 1.8% | +3% | 74 |
| 9 | $ASML | ASML HOLDING NV | $16.6M | 1.6% | +7% | — |
| 10 | $AAPL | Apple Inc. | $16.4M | 1.6% | -3% | 76.1 |
| 11 | $APD | Air Products & Chemicals, Inc. | $16.4M | 1.6% | +10% | 41.2 |
| 12 |  $FAST | FASTENAL CO | $13.0M | 1.3% | +3% | 73.5 |
| 13 |  $KO | COCA COLA CO | $10.4M | 1.0% | -1% | 74 |
| 14 |  $GOOG | Alphabet Inc. | $8.7M | 0.8% | -1% | 80.2 |
| 15 |  $MDT | Medtronic plc | $7.4M | 0.7% | -5% | — |
| 16 |  $MA | Mastercard Inc | $6.4M | 0.6% | -5% | 81.7 |
| 17 | $RBA | RB GLOBAL INC. | $4.8M | 0.5% | +51% | — |
| 18 |  $GE | GENERAL ELECTRIC CO | $4.5M | 0.4% | +0% | 74.8 |
| 19 |  $ABBV | AbbVie Inc. | $4.4M | 0.4% | -1% | 59.3 |
| 20 |  $HD | HOME DEPOT, INC. | $3.8M | 0.4% | +0% | 69.2 |
| 21 |  $SPY | SPDR S&P 500 ETF TRUST | $3.5M | 0.3% | -0% | — |
| 22 |  $ADP | AUTOMATIC DATA PROCESSING INC | $3.1M | 0.3% | +0% | 77.9 |
| 23 |  $NVDA | NVIDIA CORP | $3.1M | 0.3% | +0% | 90.2 |
| 24 |  $GEV | GE Vernova Inc. | $3.1M | 0.3% | +0% | 70.1 |
| 25 |  $AMZN | AMAZON COM INC | $2.8M | 0.3% | +0% | 74.6 |
| 26 |  $PEP | PEPSICO INC | $2.2M | 0.2% | +0% | 62.7 |
| 27 |  $J | JACOBS SOLUTIONS INC. | $2.2M | 0.2% | +0% | 47.7 |
| 28 |  $V | VISA INC. | $2.1M | 0.2% | -0% | 83.5 |
| 29 |  $MU | MICRON TECHNOLOGY INC | $2.1M | 0.2% | +0% | 88.4 |
| 30 |  $MMM | 3M CO | $1.9M | 0.2% | +0% | 60.7 |
| 31 |  $UBER | Uber Technologies, Inc | $1.8M | 0.2% | -29% | 79.3 |
| 32 |  $ABT | ABBOTT LABORATORIES | $1.7M | 0.2% | -1% | 67 |
| 33 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.6M | 0.2% | +0% | — |
| 34 |  $DCI | DONALDSON Co INC | $1.4M | 0.1% | +467% | 64.7 |
| 35 |  $WAT | WATERS CORP /DE/ | $1.4M | 0.1% | -7% | 69.9 |
| 36 |  $TJX | TJX COMPANIES INC /DE/ | $1.2M | 0.1% | +0% | 70.7 |
| 37 |  $GLW | CORNING INC /NY | $1.1M | 0.1% | -3% | 72.7 |
| 38 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.0M | 0.1% | +0% | 67 |
| 39 |  $ADSK | Autodesk, Inc. | $910,469 | 0.1% | +35% | 76.4 |
| 40 |  $DIS | Walt Disney Co | $870,004 | 0.1% | -0% | 68.9 |
| 41 | — | VANGUARD INDEX FDS - MID CAP ETF | $724,486 | 0.1% | +300% | — |
| 42 |  $WMT | Walmart Inc. | $704,555 | 0.1% | -2% | 63.2 |
| 43 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $629,348 | 0.1% | +0% | 66.7 |
| 44 |  $EMR | EMERSON ELECTRIC CO | $554,564 | 0.1% | -4% | 65.9 |
| 45 | — | VANGUARD INDEX FDS - SMALL CP ETF | $528,945 | 0.1% | +0% | — |
| 46 |  $AMD | ADVANCED MICRO DEVICES INC | $522,819 | 0.1% | NEW | 78.8 |
| 47 |  $CDNA | CareDx, Inc. | $457,026 | 0.0% | +0% | 44.8 |
| 48 |  $SHW | SHERWIN WILLIAMS CO | $413,184 | 0.0% | +0% | 65.3 |
| 49 |  $SCHW | SCHWAB CHARLES CORP | $377,477 | 0.0% | -33% | 77.2 |
| 50 |  $PFE | PFIZER INC | $370,688 | 0.0% | +0% | 69 |
| 51 |  $MKC | MCCORMICK & CO INC | $368,218 | 0.0% | -37% | 73.7 |
| 52 |  $NVO | NOVO NORDISK A S | $319,473 | 0.0% | +0% | — |
| 53 | — | ISHARES TR - CORE S&P500 ETF | $312,288 | 0.0% | +0% | — |
| 54 |  $RTX | RTX Corp | $303,189 | 0.0% | +0% | 70 |
| 55 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $287,222 | 0.0% | +23% | — |
| 56 |  $CVX | CHEVRON CORP | $244,994 | 0.0% | -6% | 54.7 |
| 57 |  $SOLV | Solventum Corp | $244,952 | 0.0% | +0% | 55.7 |
| 58 |  $MRK | Merck & Co., Inc. | $236,826 | 0.0% | +0% | 70.9 |
| 59 |  $TSLA | Tesla, Inc. | $224,601 | 0.0% | NEW | 50.1 |
| 60 |  $GEHC | GE HealthCare Technologies Inc. | $223,331 | 0.0% | +0% | 58.2 |
| 61 |  $CSCO | CISCO SYSTEMS, INC. | $222,763 | 0.0% | NEW | 72.3 |
| 62 |  $STM | STMicroelectronics N.V. | $220,926 | 0.0% | NEW | — |
| 63 |  $BHC | Bausch Health Companies Inc. | $217,980 | 0.0% | +0% | 46.8 |
| 64 |  $NXDR | Nextdoor Holdings, Inc. | $23,175 | 0.0% | +0% | 28.3 |
New Positions (4)
Exited Positions (1)
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