Armstrong Henry H Associates Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$981.4M
Q ending 2026-03-31
Prior quarter
$1.08B
Q ending 2025-12-31
Change
-8.9% QoQ · -4.9% YoY
Positions
61
reported holdings
Largest positions
All 61 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $232.6M | 628K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $196.8M | 274 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $176.7M | 369K |
| Johnson & Johnson | JNJ | Shares | $78.2M | 320K |
| Moodys Corp | MCO | Shares | $62.9M | 144K |
| Procter & Gamble Co | PG | Shares | $51.0M | 353K |
| Alphabet Inc | GOOG | Shares | $26.7M | 93K |
| Union Pac Corp | UNP | Shares | $16.2M | 67K |
| Apple Inc | AAPL | Shares | $14.8M | 58K |
| Air Products And Chemicals I | APD | Shares | $14.7M | 51K |
| Fastenal Co | FAST | Shares | $12.2M | 263K |
| Asml Hldg Nv | Shares | $10.3M | 8K | |
| Coca Cola Co | KO | Shares | $9.8M | 129K |
| Medtronic Plc | Shares | $8.6M | 100K | |
| Alphabet Inc | GOOGL | Shares | $7.0M | 24K |
| Mastercard Incorporated | MA | Shares | $6.5M | 13K |
| Abbvie Inc | ABBV | Shares | $3.9M | 18K |
| Home Depot Inc | HD | Shares | $3.6M | 11K |
| Ge Aerospace | GE | Shares | $3.4M | 12K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.1M | 5K |
| Automatic Data Processing In | ADP | Shares | $2.8M | 14K |
| Nvidia Corporation | NVDA | Shares | $2.7M | 15K |
| Rb Global Inc | RBA | Shares | $2.6M | 27K |
| Uber Technologies Inc | UBER | Shares | $2.6M | 36K |
| Pepsico Inc | PEP | Shares | $2.5M | 16K |
| Amazon Com Inc | AMZN | Shares | $2.4M | 12K |
| Ge Vernova Inc | GEV | Shares | $2.3M | 3K |
| Jacobs Solutions Inc | J | Shares | $2.2M | 17K |
| Visa Inc | V | Shares | $1.9M | 6K |
| Abbott Laboratories | ABT | Shares | $1.9M | 18K |
| 3M Co | MMM | Shares | $1.7M | 12K |
| Vanguard Index Fds | VTI | Shares | $1.4M | 4K |
| Exxon Mobil Corp | XOM | Shares | $1.3M | 8K |
| Tjx Cos Inc New | TJX | Shares | $1.2M | 8K |
| Waters Corp | WAT | Shares | $1.2M | 4K |
| Costco Wholesale Corporation | COST | Shares | $1.1M | 1K |
| Disney Walt Co | DIS | Shares | $873K | 9K |
| Autodesk Inc | ADSK | Shares | $831K | 3K |
| Walmart Inc | WMT | Shares | $791K | 6K |
| Vanguard Index Fds | VO | Shares | $646K | 2K |
| Micron Technology Inc | MU | Shares | $608K | 2K |
| Corning Inc | GLW | Shares | $605K | 4K |
| Mccormick & Co Inc | MKC | Shares | $588K | 12K |
| Schwab Charles Corp | SCHW | Shares | $572K | 6K |
| International Business Machs | IBM | Shares | $542K | 2K |
| Emerson Elec Co | EMR | Shares | $529K | 4K |
| Vanguard Index Fds | VB | Shares | $457K | 2K |
| Pfizer Inc | PFE | Shares | $432K | 15K |
| Sherwin Williams Co | SHW | Shares | $385K | 1K |
| Chevron Corporation | CVX | Shares | $326K | 2K |
| Rtx Corporation | RTX | Shares | $308K | 2K |
| Caredx Inc | CDNA | Shares | $278K | 16K |
| Ishares Tr | IVV | Shares | $272K | 417 |
| Ge Healthcare Technologies I | GEHC | Shares | $248K | 3K |
| Novo-Nordisk A S | NVO | Shares | $245K | 7K |
| Bausch Health Cos Inc | BHC | Shares | $239K | 44K |
| Donaldson Inc | DCI | Shares | $238K | 3K |
| Merck & Co Inc | MRK | Shares | $222K | 2K |
| Solventum Corp | SOLV | Shares | $207K | 3K |
| Vanguard Index Fds | VOO | Shares | $203K | 339 |
| Nextdoor Holdings Inc | NXDR | Shares | $14K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.