Filed: 7/7/2025ACC: 0001056827-25-000005
📋 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 $1.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$1.06B
Total AUM (reported)
3.01M
Total Shares
Allocation by class
COM$613.50M57.9%
CL A$216.33M20.4%
CL B NEW$180.00M17.0%
CAP STK CL C$16.99M1.6%
SHS$9.53M0.9%
CAP STK CL A$6.24M0.6%
N Y REGISTRY SHS$3.42M0.3%
Portfolio Concentration
Top 3$713.27M67.3%
4–10$246.66M23.3%
11–25$72.72M6.9%
Rest$26.96M2.5%
Top 3 weight
67.3%
Top 10 weight
90.6%
Voting Authority Distribution
Total shares with voting rights: 3.01M
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
3.01M
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
SOLEShares653.04K
TypeSH
Market value$324.83M
30.66%
Sole
0.00
Shared
0.00
None
653.04K
BERKSHIRE HATHAWAY INC DEL
SOLEShares286.00
TypeSH
Market value$208.44M
19.67%
Sole
0.00
Shared
0.00
None
286.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares370.55K
TypeSH
Market value$180.00M
16.99%
Sole
0.00
Shared
0.00
None
370.55K
MOODYS CORP
SOLEShares148.84K
TypeSH
Market value$74.66M
7.05%
Sole
0.00
Shared
0.00
None
148.84K
PROCTER AND GAMBLE CO
SOLEShares366.70K
TypeSH
Market value$58.42M
5.51%
Sole
0.00
Shared
0.00
None
366.70K
JOHNSON & JOHNSON
SOLEShares330.48K
TypeSH
Market value$50.48M
4.76%
Sole
0.00
Shared
0.00
None
330.48K
AIR PRODS & CHEMS INC
SOLEShares65.22K
TypeSH
Market value$18.40M
1.74%
Sole
0.00
Shared
0.00
None
65.22K
ALPHABET INC
SOLEShares95.75K
TypeSH
Market value$16.99M
1.60%
Sole
0.00
Shared
0.00
None
95.75K
UNION PAC CORP
SOLEShares65.83K
TypeSH
Market value$15.15M
1.43%
Sole
0.00
Shared
0.00
None
65.83K
APPLE INC
SOLEShares61.28K
TypeSH
Market value$12.57M
1.19%
Sole
0.00
Shared
0.00
None
61.28K
COCA COLA CO
SOLEShares137.30K
TypeSH
Market value$9.71M
0.92%
Sole
0.00
Shared
0.00
None
137.30K
MEDTRONIC PLC
SOLEShares109.34K
TypeSH
Market value$9.53M
0.90%
Sole
0.00
Shared
0.00
None
109.34K
MASTERCARD INCORPORATED
SOLEShares14.05K
TypeSH
Market value$7.90M
0.75%
Sole
0.00
Shared
0.00
None
14.05K
FASTENAL CO
SOLEShares170.94K
TypeSH
Market value$7.18M
0.68%
Sole
0.00
Shared
0.00
None
170.94K
ALPHABET INC
SOLEShares35.42K
TypeSH
Market value$6.24M
0.59%
Sole
0.00
Shared
0.00
None
35.42K
AUTOMATIC DATA PROCESSING IN
SOLEShares14.79K
TypeSH
Market value$4.56M
0.43%
Sole
0.00
Shared
0.00
None
14.79K
HOME DEPOT INC
SOLEShares10.91K
TypeSH
Market value$4.00M
0.38%
Sole
0.00
Shared
0.00
None
10.91K
ASML HOLDING N V
SOLEShares4.27K
TypeSH
Market value$3.42M
0.32%
Sole
0.00
Shared
0.00
None
4.27K
ABBVIE INC
SOLEShares17.74K
TypeSH
Market value$3.29M
0.31%
Sole
0.00
Shared
0.00
None
17.74K
GE AEROSPACE
SOLEShares12.04K
TypeSH
Market value$3.10M
0.29%
Sole
0.00
Shared
0.00
None
12.04K
ABBOTT LABS
SOLEShares22.29K
TypeSH
Market value$3.03M
0.29%
Sole
0.00
Shared
0.00
None
22.29K
SPDR S&P 500 ETF TR
SOLEShares4.67K
TypeSH
Market value$2.88M
0.27%
Sole
0.00
Shared
0.00
None
4.67K
WATERS CORP
SOLEShares8.16K
TypeSH
Market value$2.85M
0.27%
Sole
0.00
Shared
0.00
None
8.16K
AMAZON COM INC
SOLEShares11.83K
TypeSH
Market value$2.60M
0.24%
Sole
0.00
Shared
0.00
None
11.83K
NVIDIA CORPORATION
SOLEShares15.37K
TypeSH
Market value$2.43M
0.23%
Sole
0.00
Shared
0.00
None
15.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 653.04K | SH | $324.83M 30.66% | 0.00 | 0.00 | 653.04K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 286.00 | SH | $208.44M 19.67% | 0.00 | 0.00 | 286.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 370.55K | SH | $180.00M 16.99% | 0.00 | 0.00 | 370.55K |
MOODYS CORPSOLE | COM | 148.84K | SH | $74.66M 7.05% | 0.00 | 0.00 | 148.84K |
PROCTER AND GAMBLE COSOLE | COM | 366.70K | SH | $58.42M 5.51% | 0.00 | 0.00 | 366.70K |
JOHNSON & JOHNSONSOLE | COM | 330.48K | SH | $50.48M 4.76% | 0.00 | 0.00 | 330.48K |
AIR PRODS & CHEMS INCSOLE | COM | 65.22K | SH | $18.40M 1.74% | 0.00 | 0.00 | 65.22K |
ALPHABET INCSOLE | CAP STK CL C | 95.75K | SH | $16.99M 1.60% | 0.00 | 0.00 | 95.75K |
UNION PAC CORPSOLE | COM | 65.83K | SH | $15.15M 1.43% | 0.00 | 0.00 | 65.83K |
APPLE INCSOLE | COM | 61.28K | SH | $12.57M 1.19% | 0.00 | 0.00 | 61.28K |
COCA COLA COSOLE | COM | 137.30K | SH | $9.71M 0.92% | 0.00 | 0.00 | 137.30K |
MEDTRONIC PLCSOLE | SHS | 109.34K | SH | $9.53M 0.90% | 0.00 | 0.00 | 109.34K |
MASTERCARD INCORPORATEDSOLE | CL A | 14.05K | SH | $7.90M 0.75% | 0.00 | 0.00 | 14.05K |
FASTENAL COSOLE | COM | 170.94K | SH | $7.18M 0.68% | 0.00 | 0.00 | 170.94K |
ALPHABET INCSOLE | CAP STK CL A | 35.42K | SH | $6.24M 0.59% | 0.00 | 0.00 | 35.42K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 14.79K | SH | $4.56M 0.43% | 0.00 | 0.00 | 14.79K |
HOME DEPOT INCSOLE | COM | 10.91K | SH | $4.00M 0.38% | 0.00 | 0.00 | 10.91K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 4.27K | SH | $3.42M 0.32% | 0.00 | 0.00 | 4.27K |
ABBVIE INCSOLE | COM | 17.74K | SH | $3.29M 0.31% | 0.00 | 0.00 | 17.74K |
GE AEROSPACESOLE | COM NEW | 12.04K | SH | $3.10M 0.29% | 0.00 | 0.00 | 12.04K |
ABBOTT LABSSOLE | COM | 22.29K | SH | $3.03M 0.29% | 0.00 | 0.00 | 22.29K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.67K | SH | $2.88M 0.27% | 0.00 | 0.00 | 4.67K |
WATERS CORPSOLE | COM | 8.16K | SH | $2.85M 0.27% | 0.00 | 0.00 | 8.16K |
AMAZON COM INCSOLE | COM | 11.83K | SH | $2.60M 0.24% | 0.00 | 0.00 | 11.83K |
NVIDIA CORPORATIONSOLE | COM | 15.37K | SH | $2.43M 0.23% | 0.00 | 0.00 | 15.37K |
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