Armstrong Henry H Associates Inc Top Holdings and 13F Report (2026) About Armstrong Henry H Associates IncInvestment ActivityArmstrong Henry H Associates Inc has $1.03 billion in total holdings as of June 30, 2026.Armstrong Henry H Associates Inc owns shares of 64 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.19% of the portfolio was purchased this quarter.About 0.96% of the portfolio was sold this quarter.This quarter, Armstrong Henry H Associates Inc has purchased 61 new stocks and bought additional shares in 13 stocks.Armstrong Henry H Associates Inc sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $232,167,887Berkshire Hathaway $202,189,500Berkshire Hathaway $187,721,260Johnson & Johnson $81,994,918Moody's $65,330,430 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $522,819 Holding88160R101 - Tesla $224,601 Holding17275R102 - Cisco Systems $222,763 Holding861012102 - STMicroelectronics $220,926 Holding Largest Purchases this Quarter Berkshire Hathaway 6,465 shares (about $3.24M)RB Global 13,875 shares (about $1.62M)Air Products and Chemicals 5,185 shares (about $1.52M)Donaldson 13,080 shares (about $1.17M)ASML 558 shares (about $1.11M) Largest Sales this Quarter Berkshire Hathaway 4 shares (about $3.00M)Microsoft 6,021 shares (about $2.25M)Uber Technologies 10,270 shares (about $741.08K)Apple 1,753 shares (about $507.25K)Procter & Gamble 3,370 shares (about $494.18K) 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$232,167,887$2,245,952 â–¼-1.0%622,40122.5%Computer and TechnologyBRK.ABerkshire Hathaway$202,189,500$2,995,400 â–¼-1.5%27019.6%FinanceBRK.BBerkshire Hathaway$187,721,260$3,235,021 â–²1.8%375,15018.2%FinanceJNJJohnson & Johnson$81,994,918$700,195 â–²0.9%322,8537.9%MedicalMCOMoody's$65,330,430$55,709 â–²0.1%144,2436.3%FinancePGProcter & Gamble$51,296,101$494,176 â–¼-1.0%349,8105.0%Consumer StaplesGOOGAlphabet$32,749,403$87,272 â–¼-0.3%92,6883.2%Computer and TechnologyUNPUnion Pacific$18,686,745$519,250 â–²2.9%68,7011.8%TransportationASMLASML$16,622,186$1,110,135 â–²7.2%8,3551.6%Computer and TechnologyAAPLApple$16,391,579$507,245 â–¼-3.0%56,6481.6%Computer and TechnologyAPDAir Products and Chemicals$16,356,242$1,520,140 â–²10.2%55,7891.6%Basic MaterialsFASTFastenal$12,974,982$329,918 â–²2.6%270,1431.3%Retail/WholesaleKOCocaCola$10,379,931$108,495 â–¼-1.0%127,7221.0%Consumer StaplesGOOGLAlphabet$8,685,878$66,828 â–¼-0.8%24,3050.8%Computer and TechnologyMDTMedtronic$7,375,526$416,888 â–¼-5.3%94,2800.7%MedicalMAMastercard$6,389,184$313,296 â–¼-4.7%12,4400.6%Business ServicesRBARB Global$4,763,840$1,615,739 â–²51.3%40,9090.5%Business ServicesGEGE Aerospace$4,500,8310.0%12,0430.4%AerospaceABBVAbbVie$4,434,652$25,164 â–¼-0.6%17,6230.4%MedicalHDHome Depot$3,814,5870.0%10,8160.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$3,540,641$747 â–¼0.0%4,7410.3%FinanceADPAutomatic Data Processing$3,105,0670.0%13,8650.3%Computer and TechnologyNVDANVIDIA$3,075,7840.0%15,3720.3%Computer and TechnologyGE VERNOVA INC$3,054,6360.0%2,6000.3%COMAMZNAmazon.com$2,796,2050.0%11,7320.3%Retail/WholesalePEPPepsiCo$2,184,8150.0%16,1360.2%Consumer StaplesJJacobs Solutions$2,152,2060.0%17,0810.2%Business ServicesVVisa$2,146,715$3,431 â–¼-0.2%6,2570.2%Business ServicesMUMicron Technology$2,077,7220.0%1,8000.2%Computer and TechnologyMMM3M$1,861,9650.0%11,5000.2%Multi-Sector ConglomeratesUBERUber Technologies$1,837,916$741,084 â–¼-28.7%25,4700.2%Computer and TechnologyABTAbbott Laboratories$1,659,907$9,074 â–¼-0.5%18,2930.2%MedicalVTIVanguard Total Stock Market ETF$1,646,3080.0%4,4490.2%ETFDCIDonaldson$1,425,548$1,174,192 â–²467.1%15,8800.1%IndustrialsWATWaters$1,379,398$102,761 â–¼-6.9%3,6780.1%MedicalTJXTJX Companies$1,163,823$1,515 â–²0.1%7,6820.1%Retail/WholesaleGLWCorning$1,098,349$38,315 â–¼-3.4%4,3000.1%Computer and TechnologyCOSTCostco Wholesale$1,001,8890.0%1,0710.1%Retail/WholesaleADSKAutodesk$910,469$235,248 â–²34.8%4,6830.1%Computer and TechnologyDISWalt Disney$870,004$1,925 â–¼-0.2%9,0390.1%Consumer DiscretionaryVOVanguard Mid-Cap ETF$724,486$543,365 â–²300.0%8,9920.1%ETFWALMART INC$704,555$16,195 â–¼-2.2%6,2210.1%COMIBMInternational Business Machines$629,3480.0%2,2380.1%Computer and TechnologyEMREmerson Electric$554,564$22,904 â–¼-4.0%3,8740.1%IndustrialsVBVanguard Small-Cap ETF$528,9450.0%1,7450.1%ETFAMDAdvanced Micro Devices$522,819$522,819 â–²New Holding9000.1%Computer and TechnologyCDNACareDx$457,0260.0%16,0360.0%MedicalSHWSherwin-Williams$413,1840.0%1,2000.0%Basic MaterialsSCHWCharles Schwab$377,477$184,540 â–¼-32.8%4,0910.0%FinancePFEPfizer$370,6880.0%15,3940.0%MedicalMKCMcCormick & Company, Incorporated$368,218$219,832 â–¼-37.4%7,3030.0%Consumer StaplesNVONovo Nordisk A/S$319,4730.0%6,6640.0%MedicalIVViShares Core S&P 500 ETF$312,2880.0%4170.0%ETFRTXRTX$303,1890.0%1,5980.0%AerospaceVOOVanguard S&P 500 ETF$287,222$54,284 â–²23.3%4180.0%ETFCVXChevron$244,994$16,576 â–¼-6.3%1,4780.0%EnergySOLVENTUM CORP$244,9520.0%3,1750.0%COM SHSMRKMerck & Co., Inc.$236,8260.0%1,8430.0%MedicalTSLATesla$224,601$224,601 â–²New Holding5340.0%Auto/Tires/TrucksGEHCGE HealthCare Technologies$223,3310.0%3,4890.0%MedicalCSCOCisco Systems$222,763$222,763 â–²New Holding1,8970.0%Computer and TechnologySTMSTMicroelectronics$220,926$220,926 â–²New Holding2,9500.0%Computer and TechnologyBHCBausch Health Cos$217,9800.0%44,2150.0%MedicalKINDNextdoor$23,1750.0%10,2090.0%Computer and TechnologyXOMExxonMobil$0$1,299,087 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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