Q2 2026 · 13F-HR
ARMSTRONG HENRY H ASSOCIATES INCholdings as filed
Filed 2026-07-07 · accession 0001056827-26-000004
$1.03B
Reported value
64
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $232.2M | 22.5% | 622,401 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $202.2M | 19.6% | 270 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $187.7M | 18.2% | 375,150 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $82.0M | 7.94% | 322,853 | Common | NONE |
| 615369105 | MCO | MOODYS CORP | $65.3M | 6.33% | 144,243 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $51.3M | 4.97% | 349,810 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $32.7M | 3.17% | 92,688 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $18.7M | 1.81% | 68,701 | Common | NONE |
| N07059210 | ASML | ASML HLDG NV | $16.6M | 1.61% | 8,355 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $16.4M | 1.59% | 56,648 | Common | NONE |
| 009158106 | APD | AIR PRODUCTS AND CHEMICALS I | $16.4M | 1.58% | 55,789 | Common | NONE |
| 311900104 | FAST | FASTENAL CO | $13.0M | 1.26% | 270,143 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $10.4M | 1.01% | 127,722 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $8.7M | 0.84% | 24,305 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $7.4M | 0.71% | 94,280 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $6.4M | 0.62% | 12,440 | Common | NONE |
| 74935Q107 | RBA | RB GLOBAL INC | $4.8M | 0.46% | 40,909 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $4.5M | 0.44% | 12,043 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $4.4M | 0.43% | 17,623 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $3.8M | 0.37% | 10,816 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 0.34% | 4,741 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $3.1M | 0.30% | 13,865 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.1M | 0.30% | 15,372 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $3.1M | 0.30% | 2,600 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.8M | 0.27% | 11,732 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $2.2M | 0.21% | 16,136 | Common | NONE |
| 46982L108 | J | JACOBS SOLUTIONS INC | $2.2M | 0.21% | 17,081 | Common | NONE |
| 92826C839 | V | VISA INC | $2.1M | 0.21% | 6,257 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $2.1M | 0.20% | 1,800 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $1.9M | 0.18% | 11,500 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.8M | 0.18% | 25,470 | Common | NONE |
| 002824100 | ABT | ABBOTT LABORATORIES | $1.7M | 0.16% | 18,293 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $1.6M | 0.16% | 4,449 | Common | NONE |
| 257651109 | DCI | DONALDSON INC | $1.4M | 0.14% | 15,880 | Common | NONE |
| 941848103 | WAT | WATERS CORP | $1.4M | 0.13% | 3,678 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $1.2M | 0.11% | 7,682 | Common | NONE |
| 219350105 | GLW | CORNING INC | $1.1M | 0.11% | 4,300 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $1.0M | 0.10% | 1,071 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $910,469 | 0.09% | 4,683 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $870,004 | 0.08% | 9,039 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $724,486 | 0.07% | 8,992 | Common | NONE |
| 931142103 | WMT | WALMART INC | $704,555 | 0.07% | 6,221 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $629,348 | 0.06% | 2,238 | Common | NONE |
| 291011104 | EMR | EMERSON ELEC CO | $554,564 | 0.05% | 3,874 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $528,945 | 0.05% | 1,745 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $522,819 | 0.05% | 900 | Common | NONE |
| 14167L103 | CDNA | CAREDX INC | $457,026 | 0.04% | 16,036 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $413,184 | 0.04% | 1,200 | Common | NONE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $377,477 | 0.04% | 4,091 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $370,688 | 0.04% | 15,394 | Common | NONE |
| 579780206 | MKC | MCCORMICK & CO INC | $368,218 | 0.04% | 7,303 | Common | NONE |
| 670100205 | NVO | NOVO-NORDISK A S | $319,473 | 0.03% | 6,664 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $312,288 | 0.03% | 417 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $303,189 | 0.03% | 1,598 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $287,222 | 0.03% | 418 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $244,994 | 0.02% | 1,478 | Common | NONE |
| 83444M101 | SOLV | SOLVENTUM CORP | $244,952 | 0.02% | 3,175 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $236,826 | 0.02% | 1,843 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $224,601 | 0.02% | 534 | Common | NONE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $223,331 | 0.02% | 3,489 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $222,763 | 0.02% | 1,897 | Common | NONE |
| 861012102 | STM | STMICROELECTRONICS N V | $220,926 | 0.02% | 2,950 | Common | NONE |
| 071734107 | BHC | BAUSCH HEALTH COS INC | $217,980 | 0.02% | 44,215 | Common | NONE |
| 65345M108 | NXDR | NEXTDOOR HOLDINGS INC | $23,175 | 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.