Filed: 4/8/2025ACC: 0001056827-25-000003
📋 What this filing means
ARMSTRONG HENRY H ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $1.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$1.03B
Total AUM (reported)
2.96M
Total Shares
Allocation by class
COM$544.58M52.8%
CL A$239.36M23.2%
CL B NEW$200.55M19.4%
CAP STK CL C$15.43M1.5%
SHS$10.84M1.1%
CAP STK CL A$5.52M0.5%
TR UNIT$3.05M0.3%
Portfolio Concentration
Top 3$681.88M66.1%
4–10$254.94M24.7%
11–25$70.04M6.8%
Rest$24.84M2.4%
Top 3 weight
66.1%
Top 10 weight
90.8%
Voting Authority Distribution
Total shares with voting rights: 2.96M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.96M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings58
Rows:
MICROSOFT CORP
SOLEShares665.37K
TypeSH
Market value$249.77M
24.21%
Sole
0.00
Shared
0.00
None
665.37K
BERKSHIRE HATHAWAY INC DEL
SOLEShares290.00
TypeSH
Market value$231.55M
22.44%
Sole
0.00
Shared
0.00
None
290.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares376.57K
TypeSH
Market value$200.55M
19.44%
Sole
0.00
Shared
0.00
None
376.57K
MOODYS CORP
SOLEShares150.57K
TypeSH
Market value$70.12M
6.80%
Sole
0.00
Shared
0.00
None
150.57K
PROCTER AND GAMBLE CO
SOLEShares373.66K
TypeSH
Market value$63.68M
6.17%
Sole
0.00
Shared
0.00
None
373.66K
JOHNSON & JOHNSON
SOLEShares346.11K
TypeSH
Market value$57.40M
5.56%
Sole
0.00
Shared
0.00
None
346.11K
AIR PRODS & CHEMS INC
SOLEShares63.79K
TypeSH
Market value$18.81M
1.82%
Sole
0.00
Shared
0.00
None
63.79K
UNION PAC CORP
SOLEShares65.57K
TypeSH
Market value$15.49M
1.50%
Sole
0.00
Shared
0.00
None
65.57K
ALPHABET INC
SOLEShares98.75K
TypeSH
Market value$15.43M
1.50%
Sole
0.00
Shared
0.00
None
98.75K
APPLE INC
SOLEShares63.09K
TypeSH
Market value$14.02M
1.36%
Sole
0.00
Shared
0.00
None
63.09K
MEDTRONIC PLC
SOLEShares120.58K
TypeSH
Market value$10.84M
1.05%
Sole
0.00
Shared
0.00
None
120.58K
COCA COLA CO
SOLEShares141.66K
TypeSH
Market value$10.15M
0.98%
Sole
0.00
Shared
0.00
None
141.66K
MASTERCARD INCORPORATED
SOLEShares14.25K
TypeSH
Market value$7.81M
0.76%
Sole
0.00
Shared
0.00
None
14.25K
ALPHABET INC
SOLEShares35.72K
TypeSH
Market value$5.52M
0.54%
Sole
0.00
Shared
0.00
None
35.72K
WATERS CORP
SOLEShares13.11K
TypeSH
Market value$4.83M
0.47%
Sole
0.00
Shared
0.00
None
13.11K
AUTOMATIC DATA PROCESSING IN
SOLEShares14.79K
TypeSH
Market value$4.52M
0.44%
Sole
0.00
Shared
0.00
None
14.79K
HOME DEPOT INC
SOLEShares10.98K
TypeSH
Market value$4.02M
0.39%
Sole
0.00
Shared
0.00
None
10.98K
ABBVIE INC
SOLEShares17.81K
TypeSH
Market value$3.73M
0.36%
Sole
0.00
Shared
0.00
None
17.81K
SPDR S&P 500 ETF TR
SOLEShares5.46K
TypeSH
Market value$3.05M
0.30%
Sole
0.00
Shared
0.00
None
5.46K
ABBOTT LABS
SOLEShares22.66K
TypeSH
Market value$3.01M
0.29%
Sole
0.00
Shared
0.00
None
22.66K
FASTENAL CO
SOLEShares36.49K
TypeSH
Market value$2.83M
0.27%
Sole
0.00
Shared
0.00
None
36.49K
PEPSICO INC
SOLEShares17.12K
TypeSH
Market value$2.57M
0.25%
Sole
0.00
Shared
0.00
None
17.12K
VISA INC
SOLEShares7K
TypeSH
Market value$2.45M
0.24%
Sole
0.00
Shared
0.00
None
7K
GE AEROSPACE
SOLEShares12.04K
TypeSH
Market value$2.41M
0.23%
Sole
0.00
Shared
0.00
None
12.04K
AMAZON COM INC
SOLEShares12.06K
TypeSH
Market value$2.30M
0.22%
Sole
0.00
Shared
0.00
None
12.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 665.37K | SH | $249.77M 24.21% | 0.00 | 0.00 | 665.37K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 290.00 | SH | $231.55M 22.44% | 0.00 | 0.00 | 290.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 376.57K | SH | $200.55M 19.44% | 0.00 | 0.00 | 376.57K |
MOODYS CORPSOLE | COM | 150.57K | SH | $70.12M 6.80% | 0.00 | 0.00 | 150.57K |
PROCTER AND GAMBLE COSOLE | COM | 373.66K | SH | $63.68M 6.17% | 0.00 | 0.00 | 373.66K |
JOHNSON & JOHNSONSOLE | COM | 346.11K | SH | $57.40M 5.56% | 0.00 | 0.00 | 346.11K |
AIR PRODS & CHEMS INCSOLE | COM | 63.79K | SH | $18.81M 1.82% | 0.00 | 0.00 | 63.79K |
UNION PAC CORPSOLE | COM | 65.57K | SH | $15.49M 1.50% | 0.00 | 0.00 | 65.57K |
ALPHABET INCSOLE | CAP STK CL C | 98.75K | SH | $15.43M 1.50% | 0.00 | 0.00 | 98.75K |
APPLE INCSOLE | COM | 63.09K | SH | $14.02M 1.36% | 0.00 | 0.00 | 63.09K |
MEDTRONIC PLCSOLE | SHS | 120.58K | SH | $10.84M 1.05% | 0.00 | 0.00 | 120.58K |
COCA COLA COSOLE | COM | 141.66K | SH | $10.15M 0.98% | 0.00 | 0.00 | 141.66K |
MASTERCARD INCORPORATEDSOLE | CL A | 14.25K | SH | $7.81M 0.76% | 0.00 | 0.00 | 14.25K |
ALPHABET INCSOLE | CAP STK CL A | 35.72K | SH | $5.52M 0.54% | 0.00 | 0.00 | 35.72K |
WATERS CORPSOLE | COM | 13.11K | SH | $4.83M 0.47% | 0.00 | 0.00 | 13.11K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 14.79K | SH | $4.52M 0.44% | 0.00 | 0.00 | 14.79K |
HOME DEPOT INCSOLE | COM | 10.98K | SH | $4.02M 0.39% | 0.00 | 0.00 | 10.98K |
ABBVIE INCSOLE | COM | 17.81K | SH | $3.73M 0.36% | 0.00 | 0.00 | 17.81K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.46K | SH | $3.05M 0.30% | 0.00 | 0.00 | 5.46K |
ABBOTT LABSSOLE | COM | 22.66K | SH | $3.01M 0.29% | 0.00 | 0.00 | 22.66K |
FASTENAL COSOLE | COM | 36.49K | SH | $2.83M 0.27% | 0.00 | 0.00 | 36.49K |
PEPSICO INCSOLE | COM | 17.12K | SH | $2.57M 0.25% | 0.00 | 0.00 | 17.12K |
VISA INCSOLE | COM CL A | 7K | SH | $2.45M 0.24% | 0.00 | 0.00 | 7K |
GE AEROSPACESOLE | COM NEW | 12.04K | SH | $2.41M 0.23% | 0.00 | 0.00 | 12.04K |
AMAZON COM INCSOLE | COM | 12.06K | SH | $2.30M 0.22% | 0.00 | 0.00 | 12.06K |
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