Filed: 1/6/2026ACC: 0001056827-26-000001
📋 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 $1.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$1.08B
Total AUM (reported)
2.99M
Total Shares
Allocation by class
COM$604.25M56.1%
CL A$218.06M20.3%
CL B NEW$183.60M17.1%
CAP STK CL C$29.42M2.7%
CAP STK CL A$10.84M1.0%
SHS$9.60M0.9%
N Y REGISTRY SHS$6.95M0.6%
Portfolio Concentration
Top 3$700.87M65.1%
4–10$263.93M24.5%
11–25$81.64M7.6%
Rest$30.27M2.8%
Top 3 weight
65.1%
Top 10 weight
89.6%
Voting Authority Distribution
Total shares with voting rights: 2.99M
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
2.99M
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
SOLEShares634.14K
TypeSH
Market value$306.68M
28.48%
Sole
0.00
Shared
0.00
None
634.14K
BERKSHIRE HATHAWAY INC DEL
SOLEShares279.00
TypeSH
Market value$210.59M
19.56%
Sole
0.00
Shared
0.00
None
279.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares365.27K
TypeSH
Market value$183.60M
17.05%
Sole
0.00
Shared
0.00
None
365.27K
MOODYS CORP
SOLEShares144.22K
TypeSH
Market value$73.68M
6.84%
Sole
0.00
Shared
0.00
None
144.22K
JOHNSON & JOHNSON
SOLEShares320.80K
TypeSH
Market value$66.39M
6.17%
Sole
0.00
Shared
0.00
None
320.80K
PROCTER AND GAMBLE CO
SOLEShares354.87K
TypeSH
Market value$50.86M
4.72%
Sole
0.00
Shared
0.00
None
354.87K
ALPHABET INC
SOLEShares93.77K
TypeSH
Market value$29.42M
2.73%
Sole
0.00
Shared
0.00
None
93.77K
APPLE INC
SOLEShares58.96K
TypeSH
Market value$16.03M
1.49%
Sole
0.00
Shared
0.00
None
58.96K
UNION PAC CORP
SOLEShares66.13K
TypeSH
Market value$15.30M
1.42%
Sole
0.00
Shared
0.00
None
66.13K
AIR PRODS & CHEMS INC
SOLEShares49.63K
TypeSH
Market value$12.26M
1.14%
Sole
0.00
Shared
0.00
None
49.63K
ALPHABET INC
SOLEShares34.65K
TypeSH
Market value$10.84M
1.01%
Sole
0.00
Shared
0.00
None
34.65K
MEDTRONIC PLC
SOLEShares99.93K
TypeSH
Market value$9.60M
0.89%
Sole
0.00
Shared
0.00
None
99.93K
COCA COLA CO
SOLEShares131.36K
TypeSH
Market value$9.18M
0.85%
Sole
0.00
Shared
0.00
None
131.36K
FASTENAL CO
SOLEShares209.63K
TypeSH
Market value$8.41M
0.78%
Sole
0.00
Shared
0.00
None
209.63K
MASTERCARD INCORPORATED
SOLEShares13.08K
TypeSH
Market value$7.47M
0.69%
Sole
0.00
Shared
0.00
None
13.08K
ASML HOLDING N V
SOLEShares6.50K
TypeSH
Market value$6.95M
0.65%
Sole
0.00
Shared
0.00
None
6.50K
ABBVIE INC
SOLEShares17.74K
TypeSH
Market value$4.05M
0.38%
Sole
0.00
Shared
0.00
None
17.74K
HOME DEPOT INC
SOLEShares10.90K
TypeSH
Market value$3.75M
0.35%
Sole
0.00
Shared
0.00
None
10.90K
GE AEROSPACE
SOLEShares12.04K
TypeSH
Market value$3.71M
0.34%
Sole
0.00
Shared
0.00
None
12.04K
AUTOMATIC DATA PROCESSING IN
SOLEShares14.09K
TypeSH
Market value$3.62M
0.34%
Sole
0.00
Shared
0.00
None
14.09K
SPDR S&P 500 ETF TR
SOLEShares4.67K
TypeSH
Market value$3.19M
0.30%
Sole
0.00
Shared
0.00
None
4.67K
UBER TECHNOLOGIES INC
SOLEShares35.42K
TypeSH
Market value$2.89M
0.27%
Sole
0.00
Shared
0.00
None
35.42K
NVIDIA CORPORATION
SOLEShares15.37K
TypeSH
Market value$2.87M
0.27%
Sole
0.00
Shared
0.00
None
15.37K
AMAZON COM INC
SOLEShares11.73K
TypeSH
Market value$2.71M
0.25%
Sole
0.00
Shared
0.00
None
11.73K
ABBOTT LABS
SOLEShares19.09K
TypeSH
Market value$2.39M
0.22%
Sole
0.00
Shared
0.00
None
19.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 634.14K | SH | $306.68M 28.48% | 0.00 | 0.00 | 634.14K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 279.00 | SH | $210.59M 19.56% | 0.00 | 0.00 | 279.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 365.27K | SH | $183.60M 17.05% | 0.00 | 0.00 | 365.27K |
MOODYS CORPSOLE | COM | 144.22K | SH | $73.68M 6.84% | 0.00 | 0.00 | 144.22K |
JOHNSON & JOHNSONSOLE | COM | 320.80K | SH | $66.39M 6.17% | 0.00 | 0.00 | 320.80K |
PROCTER AND GAMBLE COSOLE | COM | 354.87K | SH | $50.86M 4.72% | 0.00 | 0.00 | 354.87K |
ALPHABET INCSOLE | CAP STK CL C | 93.77K | SH | $29.42M 2.73% | 0.00 | 0.00 | 93.77K |
APPLE INCSOLE | COM | 58.96K | SH | $16.03M 1.49% | 0.00 | 0.00 | 58.96K |
UNION PAC CORPSOLE | COM | 66.13K | SH | $15.30M 1.42% | 0.00 | 0.00 | 66.13K |
AIR PRODS & CHEMS INCSOLE | COM | 49.63K | SH | $12.26M 1.14% | 0.00 | 0.00 | 49.63K |
ALPHABET INCSOLE | CAP STK CL A | 34.65K | SH | $10.84M 1.01% | 0.00 | 0.00 | 34.65K |
MEDTRONIC PLCSOLE | SHS | 99.93K | SH | $9.60M 0.89% | 0.00 | 0.00 | 99.93K |
COCA COLA COSOLE | COM | 131.36K | SH | $9.18M 0.85% | 0.00 | 0.00 | 131.36K |
FASTENAL COSOLE | COM | 209.63K | SH | $8.41M 0.78% | 0.00 | 0.00 | 209.63K |
MASTERCARD INCORPORATEDSOLE | CL A | 13.08K | SH | $7.47M 0.69% | 0.00 | 0.00 | 13.08K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 6.50K | SH | $6.95M 0.65% | 0.00 | 0.00 | 6.50K |
ABBVIE INCSOLE | COM | 17.74K | SH | $4.05M 0.38% | 0.00 | 0.00 | 17.74K |
HOME DEPOT INCSOLE | COM | 10.90K | SH | $3.75M 0.35% | 0.00 | 0.00 | 10.90K |
GE AEROSPACESOLE | COM NEW | 12.04K | SH | $3.71M 0.34% | 0.00 | 0.00 | 12.04K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 14.09K | SH | $3.62M 0.34% | 0.00 | 0.00 | 14.09K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.67K | SH | $3.19M 0.30% | 0.00 | 0.00 | 4.67K |
UBER TECHNOLOGIES INCSOLE | COM | 35.42K | SH | $2.89M 0.27% | 0.00 | 0.00 | 35.42K |
NVIDIA CORPORATIONSOLE | COM | 15.37K | SH | $2.87M 0.27% | 0.00 | 0.00 | 15.37K |
AMAZON COM INCSOLE | COM | 11.73K | SH | $2.71M 0.25% | 0.00 | 0.00 | 11.73K |
ABBOTT LABSSOLE | COM | 19.09K | SH | $2.39M 0.22% | 0.00 | 0.00 | 19.09K |
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