ARMSTRONG HENRY H ASSOCIATES INC — 13F Holdings & Portfolio
CIK 1056827 · latest 13F-HR filed 2026-04-07
ARMSTRONG HENRY H ASSOCIATES INC manages $981.4M in 13F-reported U.S. long-equity assets across 62 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (23.70%), BRK.A (20.05%), BRK.B (17.93%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 18, and trimmed 29.
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.
$981.4M
Long-equity book
62
Distinct positions
2026-03-31
Filed 2026-04-07
+0 / −1 / ↑18 / ↓29
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JOHNSON & JOHNSON$11.9M +17.9%
- FASTENAL CO$3.8M +45.2%
- ASML HLDG NV$3.3M +48.2%
- AIR PRODUCTS AND CHEMICALS I$2.4M +19.9%
- UNION PAC CORP$907.9K +5.9%
Top Trims
- MICROSOFT CORP-$74.1M -24.1%
- BERKSHIRE HATHAWAY INC DEL-$13.8M -6.6%
- MOODYS CORP-$10.8M -14.7%
- ALPHABET INC-$3.8M -35.1%
- ALPHABET INC-$2.8M -9.4%
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 | $232.6M | 23.70% | 628,422 | SH |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $196.8M | 20.05% | 274 | SH |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $176.0M | 17.93% | 367,230 | SH |
| 4 | JOHNSON & JOHNSON | JNJ | 478160104 | $78.2M | 7.97% | 320,096 | SH |
| 5 | MOODYS CORP | MCO | 615369105 | $62.9M | 6.41% | 144,120 | SH |
| 6 | PROCTER & GAMBLE CO | PG | 742718109 | $51.0M | 5.20% | 353,180 | SH |
| 7 | ALPHABET INC | GOOG | 02079K107 | $26.7M | 2.72% | 92,935 | SH |
| 8 | UNION PAC CORP | UNP | 907818108 | $16.2M | 1.65% | 66,792 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $14.8M | 1.51% | 58,401 | SH |
| 10 | AIR PRODUCTS AND CHEMICALS I | APD | 009158106 | $14.7M | 1.50% | 50,604 | SH |
| 11 | FASTENAL CO | FAST | 311900104 | $12.2M | 1.24% | 263,274 | SH |
| 12 | ASML HLDG NV | ASML | N07059210 | $10.3M | 1.05% | 7,797 | SH |
| 13 | COCA COLA CO | KO | 191216100 | $9.8M | 1.00% | 129,057 | SH |
| 14 | MEDTRONIC PLC | MDT | G5960L103 | $8.6M | 0.88% | 99,609 | SH |
| 15 | ALPHABET INC | GOOGL | 02079K305 | $7.0M | 0.72% | 24,492 | SH |
| 16 | MASTERCARD INCORPORATED | MA | 57636Q104 | $6.5M | 0.66% | 13,050 | SH |
| 17 | ABBVIE INC | ABBV | 00287Y109 | $3.9M | 0.39% | 17,723 | SH |
| 18 | HOME DEPOT INC | HD | 437076102 | $3.6M | 0.36% | 10,816 | SH |
| 19 | GE AEROSPACE | GE | 369604301 | $3.4M | 0.35% | 12,043 | SH |
| 20 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.1M | 0.31% | 4,742 | SH |
| 21 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $2.8M | 0.29% | 13,865 | SH |
| 22 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.7M | 0.27% | 15,372 | SH |
| 23 | RB GLOBAL INC | RBA | 74935Q107 | $2.6M | 0.26% | 27,034 | SH |
| 24 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $2.6M | 0.26% | 35,740 | SH |
| 25 | PEPSICO INC | PEP | 713448108 | $2.5M | 0.26% | 16,136 | SH |
| 26 | AMAZON COM INC | AMZN | 023135106 | $2.4M | 0.25% | 11,732 | SH |
| 27 | GE VERNOVA INC | GEV | 36828A101 | $2.3M | 0.23% | 2,600 | SH |
| 28 | JACOBS SOLUTIONS INC | J | 46982L108 | $2.2M | 0.22% | 17,081 | SH |
| 29 | VISA INC | V | 92826C839 | $1.9M | 0.19% | 6,267 | SH |
| 30 | ABBOTT LABORATORIES | ABT | 002824100 | $1.9M | 0.19% | 18,393 | SH |
| 31 | 3M CO | MMM | 88579Y101 | $1.7M | 0.17% | 11,500 | SH |
| 32 | VANGUARD INDEX FDS | VTI | 922908769 | $1.4M | 0.15% | 4,449 | SH |
| 33 | EXXON MOBIL CORP | XOM | 30231G102 | $1.3M | 0.13% | 7,657 | SH |
| 34 | TJX COS INC NEW | TJX | 872540109 | $1.2M | 0.12% | 7,672 | SH |
| 35 | WATERS CORP | WAT | 941848103 | $1.2M | 0.12% | 3,952 | SH |
| 36 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.1M | 0.11% | 1,071 | SH |
| 37 | DISNEY WALT CO | DIS | 254687106 | $873.1K | 0.09% | 9,059 | SH |
| 38 | AUTODESK INC | ADSK | 052769106 | $831.4K | 0.08% | 3,473 | SH |
| 39 | WALMART INC | WMT | 931142103 | $790.9K | 0.08% | 6,364 | SH |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $697.2K | 0.07% | 1,455 | SH |
| 41 | VANGUARD INDEX FDS | VO | 922908629 | $645.6K | 0.07% | 2,248 | SH |
| 42 | MICRON TECHNOLOGY INC | MU | 595112103 | $608.1K | 0.06% | 1,800 | SH |
| 43 | CORNING INC | GLW | 219350105 | $605.1K | 0.06% | 4,450 | SH |
| 44 | MCCORMICK & CO INC | MKC | 579780206 | $588.3K | 0.06% | 11,663 | SH |
| 45 | SCHWAB CHARLES CORP | SCHW | 808513105 | $572.4K | 0.06% | 6,091 | SH |
| 46 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $542.5K | 0.06% | 2,238 | SH |
| 47 | EMERSON ELEC CO | EMR | 291011104 | $528.5K | 0.05% | 4,034 | SH |
| 48 | VANGUARD INDEX FDS | VB | 922908751 | $457.1K | 0.05% | 1,745 | SH |
| 49 | PFIZER INC | PFE | 717081103 | $432.3K | 0.04% | 15,394 | SH |
| 50 | SHERWIN WILLIAMS CO | SHW | 824348106 | $384.7K | 0.04% | 1,200 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-07 | $981.4M | 62 | 0001056827-26-000002 |
| 2025-12-31 | 2026-01-06 | $1.08B | 63 | 0001056827-26-000001 |