Armstrong Henry H Associates Inc

13F filer · CIK 0001056827

Reported Jul 7, 2026

Net buyer this quarter

13F portfolio value$1.03BU.S. long equity reported on 13F

Positions594 new · 1 closed

Net flow last quarter+$2.02MBuys minus sells

Top 10 positions weight87.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 7, 202659 positions
MSFTMicrosoft Corp	$232M	22.48%	0.01%	-1.0%	Q2 2013
BRK.ABerkshire Hathaway Inc	$202M	19.58%	Not reported	-1.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$188M	18.18%	Not reported	+1.8%	Q2 2013
JNJJohnson & Johnson	$82M	7.94%	0.01%	+0.9%	Q2 2013
MCOMoodys Corp	$65.3M	6.33%	0.08%	+0.1%	Q2 2013
PGPROCTER & GAMBLE Co	$51.3M	4.97%	0.02%	-1.0%	Q2 2013
GOOGAlphabet Inc.	$32.7M	3.17%	Not reported	-0.3%	Q3 2015
UNPUnion Pacific Corp	$18.7M	1.81%	0.01%	+2.9%	Q4 2015
ASMLAsml Holding NV	$16.6M	1.61%	0.00%	+7.2%	Q2 2024
AAPLApple Inc.	$16.4M	1.59%	0.00%	-3.0%	Q2 2013
APDAir Products & Chemicals, Inc.	$16.4M	1.58%	0.03%	+10.3%	Q4 2015
FASTFastenal Co	$13M	1.26%	0.02%	+2.6%	Q3 2015
KOCoca Cola Co	$10.4M	1.01%	0.00%	-1.0%	Q2 2013
GOOGLAlphabet Inc.	$8.69M	0.84%	0.00%	-0.8%	Q3 2015
MDTMedtronic plc	$7.38M	0.71%	0.01%	-5.4%	Q2 2013
MAMastercard Inc	$6.39M	0.62%	0.00%	-4.7%	Q1 2015
RBARB Global Inc.	$4.76M	0.46%	0.02%	+51.3%	Q1 2024
GEGeneral Electric Co	$4.5M	0.44%	0.00%	Not reported	Q3 2021
ABBVAbbVie Inc.	$4.43M	0.43%	0.00%	-0.6%	Q2 2013
HDHome Depot, Inc.	$3.81M	0.37%	0.00%	Not reported	Q4 2019
SPYSPDR S&P 500 ETF Trust	$3.54M	0.34%	Not reported	0.0%	Q3 2017
ADPAutomatic Data Processing Inc	$3.11M	0.30%	0.00%	Not reported	Q2 2013
NVDANvidia Corp	$3.08M	0.30%	0.00%	Not reported	Q1 2022
GEVGE Vernova Inc.	$3.05M	0.30%	0.00%	Not reported	Q2 2024
AMZNAmazon Com Inc	$2.8M	0.27%	0.00%	Not reported	Q3 2018
PEPPepsico Inc	$2.18M	0.21%	0.00%	Not reported	Q2 2013
JJacobs Solutions Inc.	$2.15M	0.21%	0.01%	Not reported	Q1 2024
VVisa Inc.	$2.15M	0.21%	0.00%	-0.2%	Q3 2016
MUMicron Technology Inc	$2.08M	0.20%	0.00%	Not reported	Q2 2025
MMM3m Co	$1.86M	0.18%	0.00%	Not reported	Q2 2013
UBERUber Technologies, Inc	$1.84M	0.18%	0.00%	-28.7%	Q3 2025
ABTAbbott Laboratories	$1.66M	0.16%	0.00%	-0.5%	Q2 2013
DCIDONALDSON Co INC	$1.43M	0.14%	0.01%	+467.1%	Q3 2014
WATWaters Corp	$1.38M	0.13%	0.00%	-6.9%	Q1 2014
TJXTJX Companies Inc	$1.16M	0.11%	0.00%	+0.1%	Q4 2015
GLWCorning Inc	$1.1M	0.11%	0.00%	-3.4%	Q4 2016
COSTCostco Wholesale Corp	$1M	0.10%	0.00%	Not reported	Q4 2015
ADSKAutodesk, Inc.	$910K	0.09%	0.00%	+34.8%	Q4 2020
DISWalt Disney Co	$870K	0.08%	0.00%	-0.2%	Q2 2013
WMTWalmart Inc.	$705K	0.07%	0.00%	-2.3%	Q2 2019
IBMInternational Business Machines Corp	$629K	0.06%	0.00%	Not reported	Q2 2013
EMREmerson Electric Co	$555K	0.05%	0.00%	-4.0%	Q2 2013
AMDAdvanced Micro Devices Inc	$523K	0.05%	0.00%	Not reported	Q1 2024
CDNACareDx, Inc.	$457K	0.04%	0.03%	Not reported	Q1 2017
SHWSherwin Williams Co	$413K	0.04%	0.00%	Not reported	Q3 2020
SCHWSchwab Charles Corp	$377K	0.04%	0.00%	-32.8%	Q4 2019
PFEPfizer Inc	$371K	0.04%	0.00%	Not reported	Q2 2013
MKCMccormick & Co Inc	$368K	0.04%	Not reported	-37.4%	Q4 2013
NVONovo Nordisk A S	$319K	0.03%	Not reported	Not reported	Q3 2022
RTXRTX Corp	$303K	0.03%	0.00%	Not reported	Q1 2021

Q1 2026Reported Apr 7, 202656 positions
MSFTMicrosoft Corp	$233M	23.70%	0.01%	-0.9%	Q2 2013
BRK.ABerkshire Hathaway Inc	$197M	20.05%	Not reported	-1.8%	Q2 2013
BRK.BBerkshire Hathaway Inc	$177M	18.00%	Not reported	+0.9%	Q2 2013
JNJJohnson & Johnson	$78.2M	7.97%	0.01%	-0.2%	Q2 2013
MCOMoodys Corp	$62.9M	6.41%	0.08%	-0.1%	Q2 2013
PGPROCTER & GAMBLE Co	$51M	5.20%	0.02%	-0.5%	Q2 2013
GOOGAlphabet Inc.	$26.7M	2.72%	Not reported	-0.9%	Q3 2015
UNPUnion Pacific Corp	$16.2M	1.65%	0.01%	+1.0%	Q4 2015
AAPLApple Inc.	$14.8M	1.51%	0.00%	-1.0%	Q2 2013
APDAir Products & Chemicals, Inc.	$14.7M	1.50%	0.02%	+2.0%	Q4 2015
FASTFastenal Co	$12.2M	1.24%	0.02%	+25.6%	Q3 2015
ASMLAsml Holding NV	$10.3M	1.05%	0.00%	+20.0%	Q2 2024
KOCoca Cola Co	$9.81M	1.00%	0.00%	-1.8%	Q2 2013
MDTMedtronic plc	$8.63M	0.88%	0.01%	-0.3%	Q2 2013
GOOGLAlphabet Inc.	$7.04M	0.72%	0.00%	-29.3%	Q3 2015
MAMastercard Inc	$6.52M	0.66%	0.00%	-0.2%	Q1 2015
ABBVAbbVie Inc.	$3.85M	0.39%	0.00%	-0.1%	Q2 2013
HDHome Depot, Inc.	$3.56M	0.36%	0.00%	-0.7%	Q4 2019
GEGeneral Electric Co	$3.42M	0.35%	0.00%	Not reported	Q3 2021
SPYSPDR S&P 500 ETF Trust	$3.08M	0.31%	Not reported	+1.5%	Q3 2017
ADPAutomatic Data Processing Inc	$2.82M	0.29%	0.00%	-1.6%	Q2 2013
NVDANvidia Corp	$2.68M	0.27%	0.00%	Not reported	Q1 2022
RBARB Global Inc.	$2.59M	0.26%	0.01%	+17.3%	Q1 2024
UBERUber Technologies, Inc	$2.57M	0.26%	0.00%	+0.9%	Q3 2025
PEPPepsico Inc	$2.51M	0.26%	0.00%	-0.3%	Q2 2013
AMZNAmazon Com Inc	$2.44M	0.25%	0.00%	Not reported	Q3 2018
GEVGE Vernova Inc.	$2.27M	0.23%	0.00%	Not reported	Q2 2024
JJacobs Solutions Inc.	$2.17M	0.22%	0.01%	Not reported	Q1 2024
VVisa Inc.	$1.89M	0.19%	0.00%	-5.0%	Q3 2016
ABTAbbott Laboratories	$1.89M	0.19%	0.00%	-3.7%	Q2 2013
MMM3m Co	$1.67M	0.17%	0.00%	-0.7%	Q2 2013
XOMExxonMobil Holdings Corp	$1.3M	0.13%	0.00%	Not reported	Q2 2013
TJXTJX Companies Inc	$1.23M	0.12%	0.00%	-1.2%	Q4 2015
WATWaters Corp	$1.18M	0.12%	0.00%	-4.6%	Q1 2014
COSTCostco Wholesale Corp	$1.07M	0.11%	0.00%	Not reported	Q4 2015
DISWalt Disney Co	$873K	0.09%	0.00%	Not reported	Q2 2013
ADSKAutodesk, Inc.	$831K	0.08%	0.00%	Not reported	Q4 2020
WMTWalmart Inc.	$791K	0.08%	0.00%	Not reported	Q2 2019
MUMicron Technology Inc	$608K	0.06%	0.00%	Not reported	Q2 2025
GLWCorning Inc	$605K	0.06%	0.00%	Not reported	Q4 2016
MKCMccormick & Co Inc	$588K	0.06%	Not reported	+0.6%	Q4 2013
SCHWSchwab Charles Corp	$572K	0.06%	0.00%	Not reported	Q4 2019
IBMInternational Business Machines Corp	$542K	0.06%	0.00%	Not reported	Q2 2013
EMREmerson Electric Co	$529K	0.05%	0.00%	Not reported	Q2 2013
PFEPfizer Inc	$432K	0.04%	0.00%	Not reported	Q2 2013
SHWSherwin Williams Co	$385K	0.04%	0.00%	Not reported	Q3 2020
CVXChevron Corp	$326K	0.03%	0.00%	Not reported	Q2 2013
RTXRTX Corp	$308K	0.03%	0.00%	Not reported	Q1 2021
CDNACareDx, Inc.	$278K	0.03%	0.03%	Not reported	Q1 2017
GEHCGE HealthCare Technologies Inc.	$248K	0.03%	0.00%	Not reported	Q1 2023

Q4 2025Reported Jan 6, 202657 positions
MSFTMicrosoft Corp	$307M	28.48%	0.01%	-1.8%	Q2 2013
BRK.ABerkshire Hathaway Inc	$211M	19.56%	Not reported	-1.8%	Q2 2013
BRK.BBerkshire Hathaway Inc	$184M	17.05%	Not reported	-1.3%	Q2 2013
MCOMoodys Corp	$73.7M	6.84%	0.08%	-3.0%	Q2 2013
JNJJohnson & Johnson	$66.4M	6.17%	0.01%	-2.1%	Q2 2013
PGPROCTER & GAMBLE Co	$50.9M	4.72%	0.02%	-3.3%	Q2 2013
GOOGAlphabet Inc.	$29.4M	2.73%	Not reported	-1.9%	Q3 2015
AAPLApple Inc.	$16M	1.49%	0.00%	-0.6%	Q2 2013
UNPUnion Pacific Corp	$15.3M	1.42%	0.01%	+0.3%	Q4 2015
APDAir Products & Chemicals, Inc.	$12.3M	1.14%	0.02%	-25.0%	Q4 2015
GOOGLAlphabet Inc.	$10.8M	1.01%	0.00%	-2.1%	Q3 2015
MDTMedtronic plc	$9.6M	0.89%	0.01%	-7.6%	Q2 2013
KOCoca Cola Co	$9.18M	0.85%	0.00%	-3.3%	Q2 2013
FASTFastenal Co	$8.41M	0.78%	0.02%	-10.0%	Q3 2015
MAMastercard Inc	$7.47M	0.69%	0.00%	-6.9%	Q1 2015
ASMLAsml Holding NV	$6.95M	0.65%	0.00%	+40.8%	Q2 2024
ABBVAbbVie Inc.	$4.05M	0.38%	0.00%	Not reported	Q2 2013
HDHome Depot, Inc.	$3.75M	0.35%	0.00%	-0.1%	Q4 2019
GEGeneral Electric Co	$3.71M	0.34%	0.00%	Not reported	Q3 2021
ADPAutomatic Data Processing Inc	$3.62M	0.34%	0.00%	-4.1%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$3.19M	0.30%	Not reported	0.0%	Q3 2017
UBERUber Technologies, Inc	$2.89M	0.27%	0.00%	+133.3%	Q3 2025
NVDANvidia Corp	$2.87M	0.27%	0.00%	Not reported	Q1 2022
AMZNAmazon Com Inc	$2.71M	0.25%	0.00%	-0.9%	Q3 2018
ABTAbbott Laboratories	$2.39M	0.22%	0.00%	-14.4%	Q2 2013
RBARB Global Inc.	$2.37M	0.22%	0.01%	+63.6%	Q1 2024
PEPPepsico Inc	$2.32M	0.22%	0.00%	-5.4%	Q2 2013
VVisa Inc.	$2.31M	0.21%	0.00%	-0.8%	Q3 2016
JJacobs Solutions Inc.	$2.26M	0.21%	0.01%	Not reported	Q1 2024
MMM3m Co	$1.85M	0.17%	0.00%	-0.1%	Q2 2013
GEVGE Vernova Inc.	$1.7M	0.16%	0.00%	-10.3%	Q2 2024
WATWaters Corp	$1.57M	0.15%	0.01%	-3.0%	Q1 2014
TJXTJX Companies Inc	$1.19M	0.11%	0.00%	-1.0%	Q4 2015
DISWalt Disney Co	$1.03M	0.10%	0.00%	Not reported	Q2 2013
ADSKAutodesk, Inc.	$1.03M	0.10%	0.00%	Not reported	Q4 2020
COSTCostco Wholesale Corp	$924K	0.09%	0.00%	Not reported	Q4 2015
XOMExxonMobil Holdings Corp	$921K	0.09%	0.00%	-7.3%	Q2 2013
MKCMccormick & Co Inc	$790K	0.07%	Not reported	-4.5%	Q4 2013
WMTWalmart Inc.	$709K	0.07%	0.00%	Not reported	Q2 2019
IBMInternational Business Machines Corp	$663K	0.06%	0.00%	Not reported	Q2 2013
SCHWSchwab Charles Corp	$609K	0.06%	0.00%	Not reported	Q4 2019
EMREmerson Electric Co	$535K	0.05%	0.00%	-4.7%	Q2 2013
MUMicron Technology Inc	$514K	0.05%	0.00%	Not reported	Q2 2025
GLWCorning Inc	$390K	0.04%	0.00%	Not reported	Q4 2016
SHWSherwin Williams Co	$389K	0.04%	0.00%	Not reported	Q3 2020
PFEPfizer Inc	$383K	0.04%	0.00%	Not reported	Q2 2013
NVONovo Nordisk A S	$339K	0.03%	Not reported	-18.8%	Q3 2022
BHCBausch Health Companies Inc.	$307K	0.03%	0.01%	Not reported	Q3 2018
CDNACareDx, Inc.	$302K	0.03%	0.03%	Not reported	Q1 2017
RTXRTX Corp	$293K	0.03%	0.00%	-39.2%	Q1 2021

Q3 2025Reported Oct 2, 202557 positions
MSFTMicrosoft Corp	$335M	30.27%	0.01%	-1.1%	Q2 2013
BRK.ABerkshire Hathaway Inc	$214M	19.37%	Not reported	-0.7%	Q2 2013
BRK.BBerkshire Hathaway Inc	$186M	16.82%	Not reported	-0.2%	Q2 2013
MCOMoodys Corp	$70.8M	6.41%	0.08%	-0.1%	Q2 2013
JNJJohnson & Johnson	$60.8M	5.50%	0.01%	-0.8%	Q2 2013
PGPROCTER & GAMBLE Co	$56.4M	5.10%	0.02%	+0.1%	Q2 2013
GOOGAlphabet Inc.	$23.3M	2.11%	Not reported	-0.1%	Q3 2015
APDAir Products & Chemicals, Inc.	$18M	1.63%	0.03%	+1.4%	Q4 2015
UNPUnion Pacific Corp	$15.6M	1.41%	0.01%	+0.1%	Q4 2015
AAPLApple Inc.	$15.1M	1.37%	0.00%	-3.2%	Q2 2013
FASTFastenal Co	$11.4M	1.03%	0.02%	+36.2%	Q3 2015
MDTMedtronic plc	$10.3M	0.93%	0.01%	-1.1%	Q2 2013
KOCoca Cola Co	$9.01M	0.81%	0.00%	-1.1%	Q2 2013
GOOGLAlphabet Inc.	$8.61M	0.78%	0.00%	-0.1%	Q3 2015
MAMastercard Inc	$7.99M	0.72%	0.00%	Not reported	Q1 2015
ASMLAsml Holding NV	$4.47M	0.40%	0.00%	+8.2%	Q2 2024
HDHome Depot, Inc.	$4.42M	0.40%	0.00%	Not reported	Q4 2019
ADPAutomatic Data Processing Inc	$4.31M	0.39%	0.00%	-0.7%	Q2 2013
ABBVAbbVie Inc.	$4.11M	0.37%	0.00%	Not reported	Q2 2013
GEGeneral Electric Co	$3.62M	0.33%	0.00%	Not reported	Q3 2021
SPYSPDR S&P 500 ETF Trust	$3.11M	0.28%	Not reported	+0.1%	Q3 2017
ABTAbbott Laboratories	$2.99M	0.27%	0.00%	Not reported	Q2 2013
NVDANvidia Corp	$2.87M	0.26%	0.00%	0.0%	Q1 2022
AMZNAmazon Com Inc	$2.6M	0.23%	0.00%	Not reported	Q3 2018
JJacobs Solutions Inc.	$2.56M	0.23%	0.01%	Not reported	Q1 2024
PEPPepsico Inc	$2.4M	0.22%	0.00%	-0.1%	Q2 2013
VVisa Inc.	$2.27M	0.21%	0.00%	Not reported	Q3 2016
MMM3m Co	$1.8M	0.16%	0.00%	Not reported	Q2 2013
GEVGE Vernova Inc.	$1.78M	0.16%	0.00%	Not reported	Q2 2024
RBARB Global Inc.	$1.53M	0.14%	0.01%	+0.9%	Q1 2024
UBERUber Technologies, Inc	$1.49M	0.13%	0.00%	New	Q3 2025
WATWaters Corp	$1.28M	0.12%	0.01%	-47.7%	Q1 2014
TJXTJX Companies Inc	$1.13M	0.10%	0.00%	Not reported	Q4 2015
ADSKAutodesk, Inc.	$1.1M	0.10%	0.00%	+21.2%	Q4 2020
DISWalt Disney Co	$1.04M	0.09%	0.00%	-1.3%	Q2 2013
COSTCostco Wholesale Corp	$991K	0.09%	0.00%	-0.5%	Q4 2015
XOMExxonMobil Holdings Corp	$931K	0.08%	0.00%	-5.7%	Q2 2013
MKCMccormick & Co Inc	$813K	0.07%	Not reported	-35.8%	Q4 2013
WMTWalmart Inc.	$656K	0.06%	0.00%	Not reported	Q2 2019
IBMInternational Business Machines Corp	$631K	0.06%	0.00%	Not reported	Q2 2013
SCHWSchwab Charles Corp	$582K	0.05%	0.00%	Not reported	Q4 2019
EMREmerson Electric Co	$555K	0.05%	0.00%	Not reported	Q2 2013
NVONovo Nordisk A S	$455K	0.04%	Not reported	-2.7%	Q3 2022
RTXRTX Corp	$440K	0.04%	0.00%	Not reported	Q1 2021
SHWSherwin Williams Co	$416K	0.04%	0.00%	Not reported	Q3 2020
PFEPfizer Inc	$392K	0.04%	0.00%	Not reported	Q2 2013
GLWCorning Inc	$365K	0.03%	0.00%	Not reported	Q4 2016
MUMicron Technology Inc	$301K	0.03%	0.00%	Not reported	Q2 2025
BHCBausch Health Companies Inc.	$285K	0.03%	0.01%	Not reported	Q3 2018
GEHCGE HealthCare Technologies Inc.	$262K	0.02%	0.00%	Not reported	Q1 2023

Premium opens every quarter this fund has filed