ARMSTRONG HENRY H ASSOCIATES INC — 13F Holdings & Portfolio
CIK 1056827 · latest 13F-HR filed 2026-07-07
ARMSTRONG HENRY H ASSOCIATES INC manages $1.03B in 13F-reported U.S. long-equity assets across 65 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MSFT (22.48%), BRK.A (19.58%), BRK.B (18.11%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 1, added to 37, and trimmed 13.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
420 FT. DUQUESNE BLVD. STE 1425
PITTSBURGH, PA 15222
$1.03B
Long-equity book
65
Distinct positions
2026-06-30
Filed 2026-07-07
+4 / −1 / ↑37 / ↓13
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BERKSHIRE HATHAWAY INC DEL$11.0M +6.3%
- ASML HLDG NV$6.3M +61.4%
- ALPHABET INC$6.1M +22.8%
- UNION PAC CORP$2.5M +15.3%
- RB GLOBAL INC$2.2M +83.8%
Top Trims
- MEDTRONIC PLC-$1.3M -14.5%
- UBER TECHNOLOGIES INC-$732.9K -28.5%
- PEPSICO INC-$320.9K -12.8%
- ABBOTT LABORATORIES-$228.5K -12.1%
- MCCORMICK & CO INC-$220.1K -37.4%
New Positions
- ADVANCED MICRO DEVICES INC$522.8K
- TESLA INC$224.6K
- CISCO SYS INC$222.8K
- STMICROELECTRONICS N V$220.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 594918104 | $232.2M | 22.48% | 622,401 | SH |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $202.2M | 19.58% | 270 | SH |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $187.0M | 18.11% | 373,695 | SH |
| 4 | JOHNSON & JOHNSON | JNJ | 478160104 | $82.0M | 7.94% | 322,853 | SH |
| 5 | MOODYS CORP | MCO | 615369105 | $65.3M | 6.33% | 144,243 | SH |
| 6 | PROCTER & GAMBLE CO | PG | 742718109 | $51.3M | 4.97% | 349,810 | SH |
| 7 | ALPHABET INC | GOOG | 02079K107 | $32.7M | 3.17% | 92,688 | SH |
| 8 | UNION PAC CORP | UNP | 907818108 | $18.7M | 1.81% | 68,701 | SH |
| 9 | ASML HLDG NV | ASML | N07059210 | $16.6M | 1.61% | 8,355 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $16.4M | 1.59% | 56,648 | SH |
| 11 | AIR PRODUCTS AND CHEMICALS I | APD | 009158106 | $16.4M | 1.58% | 55,789 | SH |
| 12 | FASTENAL CO | FAST | 311900104 | $13.0M | 1.26% | 270,143 | SH |
| 13 | COCA COLA CO | KO | 191216100 | $10.4M | 1.01% | 127,722 | SH |
| 14 | ALPHABET INC | GOOGL | 02079K305 | $8.7M | 0.84% | 24,305 | SH |
| 15 | MEDTRONIC PLC | MDT | G5960L103 | $7.4M | 0.71% | 94,280 | SH |
| 16 | MASTERCARD INCORPORATED | MA | 57636Q104 | $6.4M | 0.62% | 12,440 | SH |
| 17 | RB GLOBAL INC | RBA | 74935Q107 | $4.8M | 0.46% | 40,909 | SH |
| 18 | GE AEROSPACE | GE | 369604301 | $4.5M | 0.44% | 12,043 | SH |
| 19 | ABBVIE INC | ABBV | 00287Y109 | $4.4M | 0.43% | 17,623 | SH |
| 20 | HOME DEPOT INC | HD | 437076102 | $3.8M | 0.37% | 10,816 | SH |
| 21 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.5M | 0.34% | 4,741 | SH |
| 22 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $3.1M | 0.30% | 13,865 | SH |
| 23 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.1M | 0.30% | 15,372 | SH |
| 24 | GE VERNOVA INC | GEV | 36828A101 | $3.1M | 0.30% | 2,600 | SH |
| 25 | AMAZON COM INC | AMZN | 023135106 | $2.8M | 0.27% | 11,732 | SH |
| 26 | PEPSICO INC | PEP | 713448108 | $2.2M | 0.21% | 16,136 | SH |
| 27 | JACOBS SOLUTIONS INC | J | 46982L108 | $2.2M | 0.21% | 17,081 | SH |
| 28 | VISA INC | V | 92826C839 | $2.1M | 0.21% | 6,257 | SH |
| 29 | MICRON TECHNOLOGY INC | MU | 595112103 | $2.1M | 0.20% | 1,800 | SH |
| 30 | 3M CO | MMM | 88579Y101 | $1.9M | 0.18% | 11,500 | SH |
| 31 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $1.8M | 0.18% | 25,470 | SH |
| 32 | ABBOTT LABORATORIES | ABT | 002824100 | $1.7M | 0.16% | 18,293 | SH |
| 33 | VANGUARD INDEX FDS | VTI | 922908769 | $1.6M | 0.16% | 4,449 | SH |
| 34 | DONALDSON INC | DCI | 257651109 | $1.4M | 0.14% | 15,880 | SH |
| 35 | WATERS CORP | WAT | 941848103 | $1.4M | 0.13% | 3,678 | SH |
| 36 | TJX COS INC NEW | TJX | 872540109 | $1.2M | 0.11% | 7,682 | SH |
| 37 | CORNING INC | GLW | 219350105 | $1.1M | 0.11% | 4,300 | SH |
| 38 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.0M | 0.10% | 1,071 | SH |
| 39 | AUTODESK INC | ADSK | 052769106 | $910.5K | 0.09% | 4,683 | SH |
| 40 | DISNEY WALT CO | DIS | 254687106 | $870.0K | 0.08% | 9,039 | SH |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $728.1K | 0.07% | 1,455 | SH |
| 42 | VANGUARD INDEX FDS | VO | 922908629 | $724.5K | 0.07% | 8,992 | SH |
| 43 | WALMART INC | WMT | 931142103 | $704.6K | 0.07% | 6,221 | SH |
| 44 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $629.3K | 0.06% | 2,238 | SH |
| 45 | EMERSON ELEC CO | EMR | 291011104 | $554.6K | 0.05% | 3,874 | SH |
| 46 | VANGUARD INDEX FDS | VB | 922908751 | $528.9K | 0.05% | 1,745 | SH |
| 47 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $522.8K | 0.05% | 900 | SH |
| 48 | CAREDX INC | CDNA | 14167L103 | $457.0K | 0.04% | 16,036 | SH |
| 49 | SHERWIN WILLIAMS CO | SHW | 824348106 | $413.2K | 0.04% | 1,200 | SH |
| 50 | SCHWAB CHARLES CORP | SCHW | 808513105 | $377.5K | 0.04% | 4,091 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-07 | $1.03B | 65 | 0001056827-26-000004 |
| 2026-03-31 | 2026-04-07 | $981.4M | 62 | 0001056827-26-000002 |
| 2025-12-31 | 2026-01-06 | $1.08B | 63 | 0001056827-26-000001 |