Armstrong Henry H Associates Inc Top Holdings and 13F Report (2025) About Armstrong Henry H Associates IncInvestment ActivityArmstrong Henry H Associates Inc has $1.06 billion in total holdings as of June 30, 2025.Armstrong Henry H Associates Inc owns shares of 58 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.74% of the portfolio was purchased this quarter.About 2.14% of the portfolio was sold this quarter.This quarter, Armstrong Henry H Associates Inc has purchased 58 new stocks and bought additional shares in 6 stocks.Armstrong Henry H Associates Inc sold shares of 26 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $324,827,081Berkshire Hathaway $208,436,800Berkshire Hathaway $180,002,997Moody's $74,655,034Procter & Gamble $58,423,451 Largest New Holdings this Quarter 595112103 - Micron Technology $221,850 Holding68389X105 - Oracle $201,577 Holding Largest Purchases this Quarter Fastenal 134,446 shares (about $5.65M)ASML 933 shares (about $747.71K)RB Global 5,660 shares (about $601.04K)Air Products and Chemicals 1,430 shares (about $403.34K)Micron Technology 1,800 shares (about $221.85K) Largest Sales this Quarter Microsoft 12,336 shares (about $6.14M)Berkshire Hathaway 6,018 shares (about $2.92M)Berkshire Hathaway 4 shares (about $2.92M)Johnson & Johnson 15,633 shares (about $2.39M)Waters 4,952 shares (about $1.73M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArmstrong Henry H Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$324,827,081$6,136,049 ▼-1.9%653,03730.7%Computer and TechnologyBRK.ABerkshire Hathaway$208,436,800$2,915,200 ▼-1.4%28619.7%FinanceBRK.BBerkshire Hathaway$180,002,997$2,923,363 ▼-1.6%370,55217.0%FinanceMCOMoody's$74,655,034$868,753 ▼-1.2%148,8377.0%FinancePGProcter & Gamble$58,423,451$1,108,708 ▼-1.9%366,7055.5%Consumer StaplesJNJJohnson & Johnson$50,480,616$2,387,938 ▼-4.5%330,4794.8%MedicalAPDAir Products and Chemicals$18,395,318$403,344 ▲2.2%65,2181.7%Basic MaterialsGOOGAlphabet$16,985,357$532,173 ▼-3.0%95,7511.6%Computer and TechnologyUNPUnion Pacific$15,145,461$58,670 ▲0.4%65,8271.4%TransportationAAPLApple$12,571,949$372,998 ▼-2.9%61,2761.2%Computer and TechnologyKOCocaCola$9,714,223$308,469 ▼-3.1%137,3040.9%Consumer StaplesMDTMedtronic$9,531,339$979,616 ▼-9.3%109,3420.9%MedicalMAMastercard$7,898,067$107,892 ▼-1.3%14,0550.7%Business ServicesFASTFastenal$7,179,408$5,646,741 ▲368.4%170,9380.7%Retail/WholesaleGOOGLAlphabet$6,241,538$52,517 ▼-0.8%35,4170.6%Computer and TechnologyADPAutomatic Data Processing$4,561,2360.0%14,7900.4%Computer and TechnologyHDHome Depot$3,999,310$26,398 ▼-0.7%10,9080.4%Retail/WholesaleASMLASML$3,418,786$747,709 ▲28.0%4,2660.3%Computer and TechnologyABBVAbbVie$3,293,085$12,993 ▼-0.4%17,7410.3%MedicalGEGE Aerospace$3,099,7480.0%12,0430.3%AerospaceABTAbbott Laboratories$3,032,071$50,324 ▼-1.6%22,2930.3%MedicalSPYSPDR S&P 500 ETF Trust$2,884,197$486,878 ▼-14.4%4,6680.3%FinanceWATWaters$2,847,120$1,728,447 ▼-37.8%8,1570.3%MedicalAMZNAmazon.com$2,595,823$51,118 ▼-1.9%11,8320.2%Retail/WholesaleNVDANVIDIA$2,428,307$6,320 ▲0.3%15,3700.2%Computer and TechnologyVVisa$2,359,308$127,818 ▼-5.1%6,6450.2%Business ServicesPEPPepsiCo$2,260,5250.0%17,1200.2%Consumer StaplesJJacobs Solutions$2,245,2980.0%17,0810.2%Business ServicesMMM3M$1,764,9190.0%11,5930.2%Multi-Sector ConglomeratesGE VERNOVA INC$1,533,4770.0%2,8980.1%COMRBARB Global$1,482,944$601,036 ▲68.2%13,9650.1%Business ServicesMKCMcCormick & Company, Incorporated$1,433,984$78,853 ▼-5.2%18,9130.1%Consumer StaplesVTIVanguard Total Stock Market ETF$1,352,1850.0%4,4490.1%ETFDISWalt Disney$1,138,2880.0%9,1790.1%Consumer DiscretionaryCOSTCostco Wholesale$1,065,1760.0%1,0760.1%Retail/WholesaleTJXTJX Companies$969,027$20,376 ▼-2.1%7,8470.1%Retail/WholesaleXOMExxon Mobil$943,7890.0%8,7550.1%EnergyADSKAutodesk$886,919$3,096 ▼-0.3%2,8650.1%Computer and TechnologyIBMInternational Business Machines$659,7180.0%2,2380.1%Computer and TechnologyVOVanguard Mid-Cap ETF$629,0580.0%2,2480.1%ETFWMTWalmart$622,2720.0%6,3640.1%Retail/WholesaleNVONovo Nordisk A/S$582,046$40,791 ▼-6.5%8,4330.1%MedicalEMREmerson Electric$564,520$3,333 ▼-0.6%4,2340.1%IndustrialsSCHWCharles Schwab$555,743$410,580 ▼-42.5%6,0910.1%FinanceVBVanguard Small-Cap ETF$413,5310.0%1,7450.0%ETFSHWSherwin-Williams$412,0320.0%1,2000.0%Basic MaterialsRTXRTX$383,7410.0%2,6280.0%AerospacePFEPfizer$373,151$12,120 ▼-3.1%15,3940.0%MedicalIVViShares Core S&P 500 ETF$317,9010.0%5120.0%ETFCDNACareDx$313,3440.0%16,0360.0%MedicalBHCBausch Health Cos$294,4720.0%44,2150.0%MedicalGEHCGE HealthCare Technologies$258,4310.0%3,4890.0%MedicalSOLVENTUM CORP$240,7920.0%3,1750.0%COM SHSGLWCorning$234,0260.0%4,4500.0%Computer and TechnologyCVXChevron$225,9540.0%1,5780.0%EnergyMUMicron Technology$221,850$221,850 ▲New Holding1,8000.0%Computer and TechnologyORCLOracle$201,577$201,577 ▲New Holding9220.0%Computer and TechnologyKINDNextdoor$16,9470.0%10,2090.0%Computer and TechnologyEXPDExpeditors International of Washington$0$569,867 ▼-100.0%00.0%TransportationAMENTUM HOLDINGS INC$0$310,875 ▼-100.0%00.0%COMShowing largest 100 holdings. 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