Armstrong Henry H Associates Inc Portfolio Stock Holdings
According to the SEC 13F filed on October 7, 2026, Armstrong Henry H Associates Inc disclosed 61 stock positions valued at approximately $1.12B as of quarter-end September 30, 2026. The largest holdings include MICROSOFT CORP, BERKSHIRE HATHAWAY INC DEL, and BERKSHIRE HATHAWAY INC DEL.
- Report Period
- September 30, 2026
- No. of Stocks
- 61
- Portfolio Value
- $1.12B
Holdings by Sector
Armstrong Henry H Associates Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 28.41% | 619,403 | -2,998 | -0.48% | $317,692,015 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 17.90% | 268 | -2 | -0.74% | $200,197,340 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 16.59% | 372,534 | -2,616 | -0.70% | $185,503,256 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 7.64% | 322,616 | -237 | -0.07% | $85,409,247 |
| MOODYS CORP | MCO | Financial Services | 5.94% | 146,162 | +1,919 | +1.33% | $66,376,565 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 4.50% | 346,080 | -3,730 | -1.07% | $50,278,470 |
| ALPHABET INC | GOOG | Communication Services | 2.83% | 92,723 | +35 | +0.04% | $31,594,455 |
| UNION PAC CORP | UNP | Industrials | 1.69% | 69,594 | +893 | +1.30% | $18,938,652 |
| APPLE INC | AAPL | Technology | 1.67% | 56,200 | -448 | -0.79% | $18,715,578 |
| ASML HLDG NV | ASML | Technology | 1.54% | 9,516 | +1,161 | +13.90% | $17,240,325 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 1.44% | 57,810 | +2,021 | +3.62% | $16,084,376 |
| FASTENAL CO | FAST | Industrials | 1.28% | 288,897 | +18,754 | +6.94% | $14,309,055 |
| COCA COLA CO | KO | Consumer Defensive | 0.95% | 122,971 | -4,751 | -3.72% | $10,585,323 |
| ALPHABET INC | GOOGL | Communication Services | 0.75% | 24,255 | -50 | -0.21% | $8,345,661 |
| MEDTRONIC PLC | MDT | Healthcare | 0.67% | 86,445 | -7,835 | -8.31% | $7,459,346 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.62% | 12,645 | +205 | +1.65% | $6,973,339 |
| ABBVIE INC | ABBV | Healthcare | 0.40% | 17,027 | -596 | -3.38% | $4,454,093 |
| RB GLOBAL INC | RBA | Industrials | 0.39% | 53,226 | +12,317 | +30.11% | $4,332,098 |
| GE AEROSPACE | GE | Industrials | 0.34% | 12,043 | - | - | $3,760,909 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.32% | 4,742 | +1 | +0.02% | $3,616,115 |
| NVIDIA CORPORATION | NVDA | Technology | 0.31% | 15,372 | - | - | $3,510,658 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.31% | 13,275 | -590 | -4.26% | $3,425,747 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.27% | 10,736 | -80 | -0.74% | $3,054,285 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.26% | 11,732 | - | - | $2,923,028 |
| GE VERNOVA INC | GEV | Utilities | 0.22% | 2,600 | - | - | $2,471,274 |
| JACOBS SOLUTIONS INC | J | Industrials | 0.21% | 17,081 | - | - | $2,310,547 |
| VISA INC | V | Financial Services | 0.20% | 6,257 | - | - | $2,248,328 |
| PEPSICO INC | PEP | Consumer Defensive | 0.17% | 15,339 | -797 | -4.94% | $1,943,759 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.17% | 1,800 | - | - | $1,917,198 |
| 3M CO | MMM | Industrials | 0.17% | 11,500 | - | - | $1,887,725 |
Showing 30 of 61 holdings in the latest reporting period.