Filed: 10/2/2025ACC: 0001056827-25-000006
📋 What this filing means
ARMSTRONG HENRY H ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $1.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$1.11B
Total AUM (reported)
3.06M
Total Shares
Allocation by class
COM$636.84M57.6%
CL A$222.19M20.1%
CL B NEW$185.95M16.8%
CAP STK CL C$23.29M2.1%
SHS$10.30M0.9%
CAP STK CL A$8.61M0.8%
N Y REGISTRY SHS$4.47M0.4%
Portfolio Concentration
Top 3$734.74M66.5%
4–10$259.99M23.5%
11–25$82.37M7.5%
Rest$28.43M2.6%
Top 3 weight
66.5%
Top 10 weight
90.0%
Voting Authority Distribution
Total shares with voting rights: 3.06M
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
3.06M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings62
Rows:
MICROSOFT CORP
SOLEShares646K
TypeSH
Market value$334.59M
30.27%
Sole
0.00
Shared
0.00
None
646K
BERKSHIRE HATHAWAY INC DEL
SOLEShares284.00
TypeSH
Market value$214.19M
19.37%
Sole
0.00
Shared
0.00
None
284.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares369.88K
TypeSH
Market value$185.95M
16.82%
Sole
0.00
Shared
0.00
None
369.88K
MOODYS CORP
SOLEShares148.64K
TypeSH
Market value$70.82M
6.41%
Sole
0.00
Shared
0.00
None
148.64K
JOHNSON & JOHNSON
SOLEShares327.81K
TypeSH
Market value$60.78M
5.50%
Sole
0.00
Shared
0.00
None
327.81K
PROCTER AND GAMBLE CO
SOLEShares366.89K
TypeSH
Market value$56.37M
5.10%
Sole
0.00
Shared
0.00
None
366.89K
ALPHABET INC
SOLEShares95.62K
TypeSH
Market value$23.29M
2.11%
Sole
0.00
Shared
0.00
None
95.62K
AIR PRODS & CHEMS INC
SOLEShares66.13K
TypeSH
Market value$18.03M
1.63%
Sole
0.00
Shared
0.00
None
66.13K
UNION PAC CORP
SOLEShares65.92K
TypeSH
Market value$15.58M
1.41%
Sole
0.00
Shared
0.00
None
65.92K
APPLE INC
SOLEShares59.34K
TypeSH
Market value$15.11M
1.37%
Sole
0.00
Shared
0.00
None
59.34K
FASTENAL CO
SOLEShares232.79K
TypeSH
Market value$11.42M
1.03%
Sole
0.00
Shared
0.00
None
232.79K
MEDTRONIC PLC
SOLEShares108.13K
TypeSH
Market value$10.30M
0.93%
Sole
0.00
Shared
0.00
None
108.13K
COCA COLA CO
SOLEShares135.81K
TypeSH
Market value$9.01M
0.81%
Sole
0.00
Shared
0.00
None
135.81K
ALPHABET INC
SOLEShares35.40K
TypeSH
Market value$8.61M
0.78%
Sole
0.00
Shared
0.00
None
35.40K
MASTERCARD INCORPORATED
SOLEShares14.05K
TypeSH
Market value$7.99M
0.72%
Sole
0.00
Shared
0.00
None
14.05K
ASML HOLDING N V
SOLEShares4.62K
TypeSH
Market value$4.47M
0.40%
Sole
0.00
Shared
0.00
None
4.62K
HOME DEPOT INC
SOLEShares10.91K
TypeSH
Market value$4.42M
0.40%
Sole
0.00
Shared
0.00
None
10.91K
AUTOMATIC DATA PROCESSING IN
SOLEShares14.69K
TypeSH
Market value$4.31M
0.39%
Sole
0.00
Shared
0.00
None
14.69K
ABBVIE INC
SOLEShares17.74K
TypeSH
Market value$4.11M
0.37%
Sole
0.00
Shared
0.00
None
17.74K
GE AEROSPACE
SOLEShares12.04K
TypeSH
Market value$3.62M
0.33%
Sole
0.00
Shared
0.00
None
12.04K
SPDR S&P 500 ETF TR
SOLEShares4.67K
TypeSH
Market value$3.11M
0.28%
Sole
0.00
Shared
0.00
None
4.67K
ABBOTT LABS
SOLEShares22.29K
TypeSH
Market value$2.99M
0.27%
Sole
0.00
Shared
0.00
None
22.29K
NVIDIA CORPORATION
SOLEShares15.37K
TypeSH
Market value$2.87M
0.26%
Sole
0.00
Shared
0.00
None
15.37K
AMAZON COM INC
SOLEShares11.83K
TypeSH
Market value$2.60M
0.23%
Sole
0.00
Shared
0.00
None
11.83K
JACOBS SOLUTIONS INC
SOLEShares17.08K
TypeSH
Market value$2.56M
0.23%
Sole
0.00
Shared
0.00
None
17.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 646K | SH | $334.59M 30.27% | 0.00 | 0.00 | 646K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 284.00 | SH | $214.19M 19.37% | 0.00 | 0.00 | 284.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 369.88K | SH | $185.95M 16.82% | 0.00 | 0.00 | 369.88K |
MOODYS CORPSOLE | COM | 148.64K | SH | $70.82M 6.41% | 0.00 | 0.00 | 148.64K |
JOHNSON & JOHNSONSOLE | COM | 327.81K | SH | $60.78M 5.50% | 0.00 | 0.00 | 327.81K |
PROCTER AND GAMBLE COSOLE | COM | 366.89K | SH | $56.37M 5.10% | 0.00 | 0.00 | 366.89K |
ALPHABET INCSOLE | CAP STK CL C | 95.62K | SH | $23.29M 2.11% | 0.00 | 0.00 | 95.62K |
AIR PRODS & CHEMS INCSOLE | COM | 66.13K | SH | $18.03M 1.63% | 0.00 | 0.00 | 66.13K |
UNION PAC CORPSOLE | COM | 65.92K | SH | $15.58M 1.41% | 0.00 | 0.00 | 65.92K |
APPLE INCSOLE | COM | 59.34K | SH | $15.11M 1.37% | 0.00 | 0.00 | 59.34K |
FASTENAL COSOLE | COM | 232.79K | SH | $11.42M 1.03% | 0.00 | 0.00 | 232.79K |
MEDTRONIC PLCSOLE | SHS | 108.13K | SH | $10.30M 0.93% | 0.00 | 0.00 | 108.13K |
COCA COLA COSOLE | COM | 135.81K | SH | $9.01M 0.81% | 0.00 | 0.00 | 135.81K |
ALPHABET INCSOLE | CAP STK CL A | 35.40K | SH | $8.61M 0.78% | 0.00 | 0.00 | 35.40K |
MASTERCARD INCORPORATEDSOLE | CL A | 14.05K | SH | $7.99M 0.72% | 0.00 | 0.00 | 14.05K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 4.62K | SH | $4.47M 0.40% | 0.00 | 0.00 | 4.62K |
HOME DEPOT INCSOLE | COM | 10.91K | SH | $4.42M 0.40% | 0.00 | 0.00 | 10.91K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 14.69K | SH | $4.31M 0.39% | 0.00 | 0.00 | 14.69K |
ABBVIE INCSOLE | COM | 17.74K | SH | $4.11M 0.37% | 0.00 | 0.00 | 17.74K |
GE AEROSPACESOLE | COM NEW | 12.04K | SH | $3.62M 0.33% | 0.00 | 0.00 | 12.04K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.67K | SH | $3.11M 0.28% | 0.00 | 0.00 | 4.67K |
ABBOTT LABSSOLE | COM | 22.29K | SH | $2.99M 0.27% | 0.00 | 0.00 | 22.29K |
NVIDIA CORPORATIONSOLE | COM | 15.37K | SH | $2.87M 0.26% | 0.00 | 0.00 | 15.37K |
AMAZON COM INCSOLE | COM | 11.83K | SH | $2.60M 0.23% | 0.00 | 0.00 | 11.83K |
JACOBS SOLUTIONS INCSOLE | COM | 17.08K | SH | $2.56M 0.23% | 0.00 | 0.00 | 17.08K |
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