Q2 2025 · 13F-HR
ARMSTRONG HENRY H ASSOCIATES INCholdings as filed
Filed 2025-07-07 · accession 0001056827-25-000005
$1.06B
Reported value
58
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $324.8M | 30.7% | 653,037 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $208.4M | 19.7% | 286 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $180.0M | 17.0% | 370,552 | Common | NONE |
| 615369105 | MCO | MOODYS CORP | $74.7M | 7.05% | 148,837 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $58.4M | 5.51% | 366,705 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $50.5M | 4.76% | 330,479 | Common | NONE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $18.4M | 1.74% | 65,218 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $17.0M | 1.60% | 95,751 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $15.1M | 1.43% | 65,827 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $12.6M | 1.19% | 61,276 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $9.7M | 0.92% | 137,304 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $9.5M | 0.90% | 109,342 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $7.9M | 0.75% | 14,055 | Common | NONE |
| 311900104 | FAST | FASTENAL CO | $7.2M | 0.68% | 170,938 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $6.2M | 0.59% | 35,417 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $4.6M | 0.43% | 14,790 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $4.0M | 0.38% | 10,908 | Common | NONE |
| N07059210 | ASML | ASML HOLDING N V | $3.4M | 0.32% | 4,266 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $3.3M | 0.31% | 17,741 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $3.1M | 0.29% | 12,043 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $3.0M | 0.29% | 22,293 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $2.9M | 0.27% | 4,668 | Common | NONE |
| 941848103 | WAT | WATERS CORP | $2.8M | 0.27% | 8,157 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.6M | 0.24% | 11,832 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.4M | 0.23% | 15,370 | Common | NONE |
| 92826C839 | V | VISA INC | $2.4M | 0.22% | 6,645 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $2.3M | 0.21% | 17,120 | Common | NONE |
| 46982L108 | J | JACOBS SOLUTIONS INC | $2.2M | 0.21% | 17,081 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $1.8M | 0.17% | 11,593 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $1.5M | 0.14% | 2,898 | Common | NONE |
| 74935Q107 | RBA | RB GLOBAL INC | $1.5M | 0.14% | 13,965 | Common | NONE |
| 579780206 | MKC | MCCORMICK & CO INC | $1.4M | 0.14% | 18,913 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $1.4M | 0.13% | 4,449 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $1.1M | 0.11% | 9,179 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $1.1M | 0.10% | 1,076 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $969,027 | 0.09% | 7,847 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $943,789 | 0.09% | 8,755 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $886,919 | 0.08% | 2,865 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $659,718 | 0.06% | 2,238 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $629,058 | 0.06% | 2,248 | Common | NONE |
| 931142103 | WMT | WALMART INC | $622,272 | 0.06% | 6,364 | Common | NONE |
| 670100205 | NVO | NOVO-NORDISK A S | $582,046 | 0.05% | 8,433 | Common | NONE |
| 291011104 | EMR | EMERSON ELEC CO | $564,520 | 0.05% | 4,234 | Common | NONE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $555,743 | 0.05% | 6,091 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $413,531 | 0.04% | 1,745 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $412,032 | 0.04% | 1,200 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $383,741 | 0.04% | 2,628 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $373,151 | 0.04% | 15,394 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $317,901 | 0.03% | 512 | Common | NONE |
| 14167L103 | CDNA | CAREDX INC | $313,344 | 0.03% | 16,036 | Common | NONE |
| 071734107 | BHC | BAUSCH HEALTH COS INC | $294,472 | 0.03% | 44,215 | Common | NONE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $258,431 | 0.02% | 3,489 | Common | NONE |
| 83444M101 | SOLV | SOLVENTUM CORP | $240,792 | 0.02% | 3,175 | Common | NONE |
| 219350105 | GLW | CORNING INC | $234,026 | 0.02% | 4,450 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $225,954 | 0.02% | 1,578 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $221,850 | 0.02% | 1,800 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $201,577 | 0.02% | 922 | Common | NONE |
| 65345M108 | NXDR | NEXTDOOR HOLDINGS INC | $16,947 | 0.00% | 10,209 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.