Filed: 4/7/2026ACC: 0001056827-26-000002
๐ What this filing means
ARMSTRONG HENRY H ASSOCIATES INC filed this quarterly 13FโHR report disclosing 61 equity positions with a total reported market value of $981.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$981.38M
Total AUM (reported)
3.03M
Total Shares
Allocation by class
COM$536.08M54.6%
CL A$203.29M20.7%
CL B NEW$176.67M18.0%
CAP STK CL C$26.66M2.7%
N Y REGISTRY SHS$10.30M1.0%
SHS$8.63M0.9%
CAP STK CL A$7.04M0.7%
Portfolio Concentration
Top 3$606.07M61.8%
4โ10$264.52M27.0%
11โ25$81.60M8.3%
Rest$29.20M3.0%
Top 3 weight
61.8%
Top 10 weight
88.7%
Voting Authority Distribution
Total shares with voting rights: 3.03M
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
3.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings61
Rows:
MICROSOFT CORP
SOLEShares628.42K
TypeSH
Market value$232.62M
23.70%
Sole
0.00
Shared
0.00
None
628.42K
BERKSHIRE HATHAWAY INC DEL
SOLEShares274.00
TypeSH
Market value$196.77M
20.05%
Sole
0.00
Shared
0.00
None
274.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares368.69K
TypeSH
Market value$176.67M
18.00%
Sole
0.00
Shared
0.00
None
368.69K
JOHNSON & JOHNSON
SOLEShares320.10K
TypeSH
Market value$78.24M
7.97%
Sole
0.00
Shared
0.00
None
320.10K
MOODYS CORP
SOLEShares144.12K
TypeSH
Market value$62.87M
6.41%
Sole
0.00
Shared
0.00
None
144.12K
PROCTER & GAMBLE CO
SOLEShares353.18K
TypeSH
Market value$51.01M
5.20%
Sole
0.00
Shared
0.00
None
353.18K
ALPHABET INC
SOLEShares92.94K
TypeSH
Market value$26.66M
2.72%
Sole
0.00
Shared
0.00
None
92.94K
UNION PAC CORP
SOLEShares66.79K
TypeSH
Market value$16.21M
1.65%
Sole
0.00
Shared
0.00
None
66.79K
APPLE INC
SOLEShares58.40K
TypeSH
Market value$14.82M
1.51%
Sole
0.00
Shared
0.00
None
58.40K
AIR PRODUCTS AND CHEMICALS I
SOLEShares50.60K
TypeSH
Market value$14.70M
1.50%
Sole
0.00
Shared
0.00
None
50.60K
FASTENAL CO
SOLEShares263.27K
TypeSH
Market value$12.22M
1.24%
Sole
0.00
Shared
0.00
None
263.27K
ASML HLDG NV
SOLEShares7.80K
TypeSH
Market value$10.30M
1.05%
Sole
0.00
Shared
0.00
None
7.80K
COCA COLA CO
SOLEShares129.06K
TypeSH
Market value$9.81M
1.00%
Sole
0.00
Shared
0.00
None
129.06K
MEDTRONIC PLC
SOLEShares99.61K
TypeSH
Market value$8.63M
0.88%
Sole
0.00
Shared
0.00
None
99.61K
ALPHABET INC
SOLEShares24.49K
TypeSH
Market value$7.04M
0.72%
Sole
0.00
Shared
0.00
None
24.49K
MASTERCARD INCORPORATED
SOLEShares13.05K
TypeSH
Market value$6.52M
0.66%
Sole
0.00
Shared
0.00
None
13.05K
ABBVIE INC
SOLEShares17.72K
TypeSH
Market value$3.85M
0.39%
Sole
0.00
Shared
0.00
None
17.72K
HOME DEPOT INC
SOLEShares10.82K
TypeSH
Market value$3.56M
0.36%
Sole
0.00
Shared
0.00
None
10.82K
GE AEROSPACE
SOLEShares12.04K
TypeSH
Market value$3.42M
0.35%
Sole
0.00
Shared
0.00
None
12.04K
STATE STR SPDR S&P 500 ETF T
SOLEShares4.74K
TypeSH
Market value$3.08M
0.31%
Sole
0.00
Shared
0.00
None
4.74K
AUTOMATIC DATA PROCESSING IN
SOLEShares13.87K
TypeSH
Market value$2.82M
0.29%
Sole
0.00
Shared
0.00
None
13.87K
NVIDIA CORPORATION
SOLEShares15.37K
TypeSH
Market value$2.68M
0.27%
Sole
0.00
Shared
0.00
None
15.37K
RB GLOBAL INC
SOLEShares27.03K
TypeSH
Market value$2.59M
0.26%
Sole
0.00
Shared
0.00
None
27.03K
UBER TECHNOLOGIES INC
SOLEShares35.74K
TypeSH
Market value$2.57M
0.26%
Sole
0.00
Shared
0.00
None
35.74K
PEPSICO INC
SOLEShares16.14K
TypeSH
Market value$2.51M
0.26%
Sole
0.00
Shared
0.00
None
16.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 628.42K | SH | $232.62M 23.70% | 0.00 | 0.00 | 628.42K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 274.00 | SH | $196.77M 20.05% | 0.00 | 0.00 | 274.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 368.69K | SH | $176.67M 18.00% | 0.00 | 0.00 | 368.69K |
JOHNSON & JOHNSONSOLE | COM | 320.10K | SH | $78.24M 7.97% | 0.00 | 0.00 | 320.10K |
MOODYS CORPSOLE | COM | 144.12K | SH | $62.87M 6.41% | 0.00 | 0.00 | 144.12K |
PROCTER & GAMBLE COSOLE | COM | 353.18K | SH | $51.01M 5.20% | 0.00 | 0.00 | 353.18K |
ALPHABET INCSOLE | CAP STK CL C | 92.94K | SH | $26.66M 2.72% | 0.00 | 0.00 | 92.94K |
UNION PAC CORPSOLE | COM | 66.79K | SH | $16.21M 1.65% | 0.00 | 0.00 | 66.79K |
APPLE INCSOLE | COM | 58.40K | SH | $14.82M 1.51% | 0.00 | 0.00 | 58.40K |
AIR PRODUCTS AND CHEMICALS ISOLE | COM | 50.60K | SH | $14.70M 1.50% | 0.00 | 0.00 | 50.60K |
FASTENAL COSOLE | COM | 263.27K | SH | $12.22M 1.24% | 0.00 | 0.00 | 263.27K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 7.80K | SH | $10.30M 1.05% | 0.00 | 0.00 | 7.80K |
COCA COLA COSOLE | COM | 129.06K | SH | $9.81M 1.00% | 0.00 | 0.00 | 129.06K |
MEDTRONIC PLCSOLE | SHS | 99.61K | SH | $8.63M 0.88% | 0.00 | 0.00 | 99.61K |
ALPHABET INCSOLE | CAP STK CL A | 24.49K | SH | $7.04M 0.72% | 0.00 | 0.00 | 24.49K |
MASTERCARD INCORPORATEDSOLE | CL A | 13.05K | SH | $6.52M 0.66% | 0.00 | 0.00 | 13.05K |
ABBVIE INCSOLE | COM | 17.72K | SH | $3.85M 0.39% | 0.00 | 0.00 | 17.72K |
HOME DEPOT INCSOLE | COM | 10.82K | SH | $3.56M 0.36% | 0.00 | 0.00 | 10.82K |
GE AEROSPACESOLE | COM NEW | 12.04K | SH | $3.42M 0.35% | 0.00 | 0.00 | 12.04K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.74K | SH | $3.08M 0.31% | 0.00 | 0.00 | 4.74K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 13.87K | SH | $2.82M 0.29% | 0.00 | 0.00 | 13.87K |
NVIDIA CORPORATIONSOLE | COM | 15.37K | SH | $2.68M 0.27% | 0.00 | 0.00 | 15.37K |
RB GLOBAL INCSOLE | COM | 27.03K | SH | $2.59M 0.26% | 0.00 | 0.00 | 27.03K |
UBER TECHNOLOGIES INCSOLE | COM | 35.74K | SH | $2.57M 0.26% | 0.00 | 0.00 | 35.74K |
PEPSICO INCSOLE | COM | 16.14K | SH | $2.51M 0.26% | 0.00 | 0.00 | 16.14K |
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