Filed: 7/7/2026ACC: 0001056827-26-000004
📋 What this filing means
ARMSTRONG HENRY H ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 64 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.
64
Positions
$1.03B
Total AUM (reported)
3.05M
Total Shares
Allocation by class
COM$555.73M53.8%
CL A$208.58M20.2%
CL B NEW$187.72M18.2%
CAP STK CL C$32.75M3.2%
N Y REGISTRY SHS$16.62M1.6%
CAP STK CL A$8.69M0.8%
SHS$7.38M0.7%
Portfolio Concentration
Top 3$622.08M60.2%
4–10$283.07M27.4%
11–25$95.25M9.2%
Rest$32.15M3.1%
Top 3 weight
60.2%
Top 10 weight
87.7%
Voting Authority Distribution
Total shares with voting rights: 3.05M
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
3.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole64
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings64
Rows:
MICROSOFT CORP
SOLEShares622.40K
TypeSH
Market value$232.17M
22.48%
Sole
0.00
Shared
0.00
None
622.40K
BERKSHIRE HATHAWAY INC DEL
SOLEShares270.00
TypeSH
Market value$202.19M
19.58%
Sole
0.00
Shared
0.00
None
270.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares375.15K
TypeSH
Market value$187.72M
18.18%
Sole
0.00
Shared
0.00
None
375.15K
JOHNSON & JOHNSON
SOLEShares322.85K
TypeSH
Market value$81.99M
7.94%
Sole
0.00
Shared
0.00
None
322.85K
MOODYS CORP
SOLEShares144.24K
TypeSH
Market value$65.33M
6.33%
Sole
0.00
Shared
0.00
None
144.24K
PROCTER & GAMBLE CO
SOLEShares349.81K
TypeSH
Market value$51.30M
4.97%
Sole
0.00
Shared
0.00
None
349.81K
ALPHABET INC
SOLEShares92.69K
TypeSH
Market value$32.75M
3.17%
Sole
0.00
Shared
0.00
None
92.69K
UNION PAC CORP
SOLEShares68.70K
TypeSH
Market value$18.69M
1.81%
Sole
0.00
Shared
0.00
None
68.70K
ASML HLDG NV
SOLEShares8.36K
TypeSH
Market value$16.62M
1.61%
Sole
0.00
Shared
0.00
None
8.36K
APPLE INC
SOLEShares56.65K
TypeSH
Market value$16.39M
1.59%
Sole
0.00
Shared
0.00
None
56.65K
AIR PRODUCTS AND CHEMICALS I
SOLEShares55.79K
TypeSH
Market value$16.36M
1.58%
Sole
0.00
Shared
0.00
None
55.79K
FASTENAL CO
SOLEShares270.14K
TypeSH
Market value$12.97M
1.26%
Sole
0.00
Shared
0.00
None
270.14K
COCA COLA CO
SOLEShares127.72K
TypeSH
Market value$10.38M
1.01%
Sole
0.00
Shared
0.00
None
127.72K
ALPHABET INC
SOLEShares24.30K
TypeSH
Market value$8.69M
0.84%
Sole
0.00
Shared
0.00
None
24.30K
MEDTRONIC PLC
SOLEShares94.28K
TypeSH
Market value$7.38M
0.71%
Sole
0.00
Shared
0.00
None
94.28K
MASTERCARD INCORPORATED
SOLEShares12.44K
TypeSH
Market value$6.39M
0.62%
Sole
0.00
Shared
0.00
None
12.44K
RB GLOBAL INC
SOLEShares40.91K
TypeSH
Market value$4.76M
0.46%
Sole
0.00
Shared
0.00
None
40.91K
GE AEROSPACE
SOLEShares12.04K
TypeSH
Market value$4.50M
0.44%
Sole
0.00
Shared
0.00
None
12.04K
ABBVIE INC
SOLEShares17.62K
TypeSH
Market value$4.43M
0.43%
Sole
0.00
Shared
0.00
None
17.62K
HOME DEPOT INC
SOLEShares10.82K
TypeSH
Market value$3.81M
0.37%
Sole
0.00
Shared
0.00
None
10.82K
STATE STR SPDR S&P 500 ETF T
SOLEShares4.74K
TypeSH
Market value$3.54M
0.34%
Sole
0.00
Shared
0.00
None
4.74K
AUTOMATIC DATA PROCESSING IN
SOLEShares13.87K
TypeSH
Market value$3.11M
0.30%
Sole
0.00
Shared
0.00
None
13.87K
NVIDIA CORPORATION
SOLEShares15.37K
TypeSH
Market value$3.08M
0.30%
Sole
0.00
Shared
0.00
None
15.37K
GE VERNOVA INC
SOLEShares2.60K
TypeSH
Market value$3.05M
0.30%
Sole
0.00
Shared
0.00
None
2.60K
AMAZON COM INC
SOLEShares11.73K
TypeSH
Market value$2.80M
0.27%
Sole
0.00
Shared
0.00
None
11.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 622.40K | SH | $232.17M 22.48% | 0.00 | 0.00 | 622.40K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 270.00 | SH | $202.19M 19.58% | 0.00 | 0.00 | 270.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 375.15K | SH | $187.72M 18.18% | 0.00 | 0.00 | 375.15K |
JOHNSON & JOHNSONSOLE | COM | 322.85K | SH | $81.99M 7.94% | 0.00 | 0.00 | 322.85K |
MOODYS CORPSOLE | COM | 144.24K | SH | $65.33M 6.33% | 0.00 | 0.00 | 144.24K |
PROCTER & GAMBLE COSOLE | COM | 349.81K | SH | $51.30M 4.97% | 0.00 | 0.00 | 349.81K |
ALPHABET INCSOLE | CAP STK CL C | 92.69K | SH | $32.75M 3.17% | 0.00 | 0.00 | 92.69K |
UNION PAC CORPSOLE | COM | 68.70K | SH | $18.69M 1.81% | 0.00 | 0.00 | 68.70K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 8.36K | SH | $16.62M 1.61% | 0.00 | 0.00 | 8.36K |
APPLE INCSOLE | COM | 56.65K | SH | $16.39M 1.59% | 0.00 | 0.00 | 56.65K |
AIR PRODUCTS AND CHEMICALS ISOLE | COM | 55.79K | SH | $16.36M 1.58% | 0.00 | 0.00 | 55.79K |
FASTENAL COSOLE | COM | 270.14K | SH | $12.97M 1.26% | 0.00 | 0.00 | 270.14K |
COCA COLA COSOLE | COM | 127.72K | SH | $10.38M 1.01% | 0.00 | 0.00 | 127.72K |
ALPHABET INCSOLE | CAP STK CL A | 24.30K | SH | $8.69M 0.84% | 0.00 | 0.00 | 24.30K |
MEDTRONIC PLCSOLE | SHS | 94.28K | SH | $7.38M 0.71% | 0.00 | 0.00 | 94.28K |
MASTERCARD INCORPORATEDSOLE | CL A | 12.44K | SH | $6.39M 0.62% | 0.00 | 0.00 | 12.44K |
RB GLOBAL INCSOLE | COM | 40.91K | SH | $4.76M 0.46% | 0.00 | 0.00 | 40.91K |
GE AEROSPACESOLE | COM NEW | 12.04K | SH | $4.50M 0.44% | 0.00 | 0.00 | 12.04K |
ABBVIE INCSOLE | COM | 17.62K | SH | $4.43M 0.43% | 0.00 | 0.00 | 17.62K |
HOME DEPOT INCSOLE | COM | 10.82K | SH | $3.81M 0.37% | 0.00 | 0.00 | 10.82K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.74K | SH | $3.54M 0.34% | 0.00 | 0.00 | 4.74K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 13.87K | SH | $3.11M 0.30% | 0.00 | 0.00 | 13.87K |
NVIDIA CORPORATIONSOLE | COM | 15.37K | SH | $3.08M 0.30% | 0.00 | 0.00 | 15.37K |
GE VERNOVA INCSOLE | COM | 2.60K | SH | $3.05M 0.30% | 0.00 | 0.00 | 2.60K |
AMAZON COM INCSOLE | COM | 11.73K | SH | $2.80M 0.27% | 0.00 | 0.00 | 11.73K |
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