Q2 2026 13F · SEC CIK 1056827

Armstrong Henry H Associates Inc

Investment managerFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 64
Top holdings a year, 3 yrs: +12.2%
Average holding period: 12.7 yrs

Armstrong Henry H Associates Inc is an investment manager that reported 64 positions worth $1.0B in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were Microsoft Corp (MSFT, 22.5%), Berkshire Hathaway Inc Del (BRK-A, 19.6%), Berkshire Hathaway Inc Del (BRK-B, 18.2%). A portfolio copying its top holdings returned 12.2% a year over the last 3 years, against 20.4% for the S&P 500.

Armstrong Henry H Associates Inc holdings largest 50 of 64 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Armstrong Henry H Associates Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	22.5%	23.7%	622,401	-1.0%	$232.2M
BRK-ABerkshire Hathaway Inc Del	19.6%	20.1%	270	-1.5%	$202.2M
BRK-BBerkshire Hathaway Inc Del	18.2%	18.0%	375,150	+1.8%	$187.7M
JNJJohnson & Johnson	7.9%	8.0%	322,853	+0.9%	$82.0M
MCOMoodys Corp	6.3%	6.4%	144,243	+0.1%	$65.3M
PGProcter & Gamble Co Com	5.0%	5.2%	349,810	-1.0%	$51.3M
GOOGAlphabet Inc	3.2%	2.7%	92,688	-0.3%	$32.7M
UNPUnion Pac Corp	1.8%	1.7%	68,701	+2.9%	$18.7M
ASMLAsml Hldg NV	1.6%	1.0%	8,355	+7.2%	$16.6M
AAPLApple Inc	1.6%	1.5%	56,648	-3.0%	$16.4M
APDAir Products and Chemicals Inc	1.6%	1.5%	55,789	+10.2%	$16.4M
FASTFastenal Co	1.3%	1.2%	270,143	+2.6%	$13.0M
KOCoca Cola Co	1.0%	1.0%	127,722	-1.0%	$10.4M
GOOGLAlphabet Inc	0.8%	0.7%	24,305	-0.8%	$8.7M
MDTMedtronic PLC	0.7%	0.9%	94,280	-5.3%	$7.4M
MAMastercard Inc.	0.6%	0.7%	12,440	-4.7%	$6.4M
RBARb Global Inc	0.5%	0.3%	40,909	+51.3%	$4.8M
GEGe Aerospace	0.4%	0.3%	12,043	+0.0%	$4.5M
ABBVAbbvie Inc	0.4%	0.4%	17,623	-0.6%	$4.4M
HDHome Depot Inc Com	0.4%	0.4%	10,816	+0.0%	$3.8M
SPYSpdr S&p 500 ETF Tr	0.3%	0.3%	4,741	-0.0%	$3.5M
ADPAutomatic Data Processing Inc Com	0.3%	0.3%	13,865	+0.0%	$3.1M
NVDANvidia Corporation Com	0.3%	0.3%	15,372	+0.0%	$3.1M
GEVGe Vernova Inc	0.3%	0.2%	2,600	+0.0%	$3.1M
AMZNAmazon Com Inc Com	0.3%	0.2%	11,732	+0.0%	$2.8M
PEPPepsico Inc	0.2%	0.3%	16,136	+0.0%	$2.2M
JJacobs Solutions Inc	0.2%	0.2%	17,081	+0.0%	$2.2M
VVisa Inc Com Cl A	0.2%	0.2%	6,257	-0.2%	$2.1M
MUMicron Technology Inc	0.2%	0.1%	1,800	+0.0%	$2.1M
MMM3m Co Com	0.2%	0.2%	11,500	+0.0%	$1.9M
UBERUber Technologies Inc	0.2%	0.3%	25,470	-28.7%	$1.8M
ABTAbbott Laboratories	0.2%	0.2%	18,293	-0.5%	$1.7M
VTIVanguard Index Fds	0.2%	0.1%	4,449	+0.0%	$1.6M
DCIDonaldson Inc	0.1%	—	15,880	—	$1.4M
WATWaters Corp.	0.1%	0.1%	3,678	-6.9%	$1.4M
TJXTjx Cos Inc New Com	0.1%	0.1%	7,682	+0.1%	$1.2M
GLWCorning Inc.	0.1%	0.1%	4,300	-3.4%	$1.1M
COSTCostco Whsl Corp New	0.1%	0.1%	1,071	+0.0%	$1.0M
ADSKAutodesk Inc	0.1%	0.1%	4,683	+34.8%	$910K
DISDisney Walt Co	0.1%	0.1%	9,039	-0.2%	$870K
VOVanguard Index Fds	0.1%	0.1%	8,992	+300.0%	$724K
WMTWalmart Inc	0.1%	0.1%	6,221	-2.2%	$705K
IBMInternational Business Machs	0.1%	0.1%	2,238	+0.0%	$629K
EMREmerson Elec Co Com	0.1%	0.1%	3,874	-4.0%	$555K
VBVanguard Indx Fd	0.1%	0.0%	1,745	+0.0%	$529K
AMDAdvanced Micro Devices Inc	0.1%	—	900	—	$523K
CDNACaredx Inc	0.0%	—	16,036	—	$457K
SHWSherwin Williams Co Com	0.0%	0.0%	1,200	+0.0%	$413K
SCHWSchwab Charles Corp	0.0%	0.1%	4,091	-32.8%	$377K
PFEPfizer Inc	0.0%	0.0%	15,394	+0.0%	$371K

What Armstrong Henry H Associates Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+300.0% shares
RBA Rb Global Inc+51.3% shares
ADSK Autodesk Inc+34.8% shares
APD Air Products and Chemicals Inc+10.2% shares
ASML Asml Hldg NV+7.2% shares

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +4.9% /yr; S&P 500 +20.1%
3 years: +12.2% /yr; S&P 500 +20.4%
5 years: +7.8% /yr; S&P 500 +10.4%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.0B	64
Q1 2026	$981.4M	61
Q4 2025	$1.1B	62
Q3 2025	$1.1B	62
Q2 2025	$1.1B	58
Q1 2025	$1.0B	58
Q4 2024	$1.0B	58
Q3 2024	$1.0B	63
Q2 2024	$1.0B	56
Q1 2024	$1.0B	56
Q4 2023	$941.2M	58
Q3 2023	$875.4M	57

Questions about Armstrong Henry H Associates Inc's portfolio

What stocks does Armstrong Henry H Associates Inc own?

Armstrong Henry H Associates Inc's latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 64 positions worth $1.0B. The largest are Microsoft Corp (MSFT) at 22.5%, Berkshire Hathaway Inc Del (BRK-A) at 19.6%, Berkshire Hathaway Inc Del (BRK-B) at 18.2%, Johnson & Johnson (JNJ) at 7.9% and Moodys Corp (MCO) at 6.3%.

What did Armstrong Henry H Associates Inc buy last quarter?

In Q2 2026, Armstrong Henry H Associates Inc added Vanguard Index Fds (VO) (+300.0% shares), Rb Global Inc (RBA) (+51.3% shares) and Autodesk Inc (ADSK) (+34.8% shares), compared with its Q1 2026 filing.

What did Armstrong Henry H Associates Inc sell last quarter?

In Q2 2026, Armstrong Henry H Associates Inc cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Mccormick & Co Inc (MKC), cut from its top 50 Chevron Corp New (CVX), Schwab Charles Corp (SCHW) (-32.8% shares), Uber Technologies Inc (UBER) (-28.7% shares) and Waters Corp. (WAT) (-6.9% shares), compared with its Q1 2026 filing.

How has Armstrong Henry H Associates Inc's portfolio performed?

A portfolio copying Armstrong Henry H Associates Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +4.9% against +20.1%. Over 5 years: +7.8% a year against +10.4%.

When is Armstrong Henry H Associates Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Armstrong Henry H Associates Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.