ARMSTRONG HENRY H ASSOCIATES INC
Holdings as of 2026-09-30, filed 2026-10-07 · recorded 2026-10-08 03:50:08.189 UTC
This is history, not a current position. These holdings describe 2026-09-30, and the report became public 7 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
61
Value reported by manager
$1.1B
Sum of our stored positions
$1.1B
should match the line above
Disclosure lag
7 d
quarter end to filing
Top 5 concentration
76.5%
of the positions shown
New positions
1
vs previous quarter
Exited
4
vs previous quarter
Option positions
0
puts and calls
Positions
61 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| MICROSOFT CORP | COM | $317.7M | 619,403 | — | 594918104 |
| BERKSHIRE HATHAWAY INC DEL | CL A | $200.2M | 268 | — | 084670108 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $185.5M | 372,534 | — | 084670702 |
| JOHNSON & JOHNSON | COM | $85.4M | 322,616 | — | 478160104 |
| MOODYS CORP | COM | $66.4M | 146,162 | — | 615369105 |
| PROCTER & GAMBLE CO | COM | $50.3M | 346,080 | — | 742718109 |
| ALPHABET INC | CAP STK CL C | $31.6M | 92,723 | — | 02079K107 |
| UNION PAC CORP | COM | $18.9M | 69,594 | — | 907818108 |
| APPLE INC | COM | $18.7M | 56,200 | — | 037833100 |
| ASML HLDG NV | N Y REGISTRY SHS | $17.2M | 9,516 | — | N07059210 |
| AIR PRODUCTS AND CHEMICALS I | COM | $16.1M | 57,810 | — | 009158106 |
| FASTENAL CO | COM | $14.3M | 288,897 | — | 311900104 |
| COCA COLA CO | COM | $10.6M | 122,971 | — | 191216100 |
| ALPHABET INC | CAP STK CL A | $8.3M | 24,255 | — | 02079K305 |
| MEDTRONIC PLC | SHS | $7.5M | 86,445 | — | G5960L103 |
| MASTERCARD INCORPORATED | CL A | $7M | 12,645 | — | 57636Q104 |
| ABBVIE INC | COM | $4.5M | 17,027 | — | 00287Y109 |
| RB GLOBAL INC | COM | $4.3M | 53,226 | — | 74935Q107 |
| GE AEROSPACE | COM NEW | $3.8M | 12,043 | — | 369604301 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $3.6M | 4,742 | — | 78462F103 |
| NVIDIA CORPORATION | COM | $3.5M | 15,372 | — | 67066G104 |
| AUTOMATIC DATA PROCESSING IN | COM | $3.4M | 13,275 | — | 053015103 |
| HOME DEPOT INC | COM | $3.1M | 10,736 | — | 437076102 |
| AMAZON COM INC | COM | $2.9M | 11,732 | — | 023135106 |
| GE VERNOVA INC | COM | $2.5M | 2,600 | — | 36828A101 |
| JACOBS SOLUTIONS INC | COM | $2.3M | 17,081 | — | 46982L108 |
| VISA INC | COM CL A | $2.2M | 6,257 | — | 92826C839 |
| PEPSICO INC | COM | $1.9M | 15,339 | — | 713448108 |
| MICRON TECHNOLOGY INC | COM | $1.9M | 1,800 | — | 595112103 |
| 3M CO | COM | $1.9M | 11,500 | — | 88579Y101 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $1.7M | 4,457 | — | 922908769 |
| ABBOTT LABORATORIES | COM | $1.7M | 16,750 | — | 002824100 |
| DONALDSON INC | COM | $1.6M | 18,795 | — | 257651109 |
| WATERS CORP | COM | $1.5M | 3,375 | — | 941848103 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $1.1M | 6,657 | — | 30233Q108 |
| CAREDX INC | COM | $1M | 16,036 | — | 14167L103 |
| AUTODESK INC | COM | $1M | 4,883 | — | 052769106 |
| TJX COS INC NEW | COM | $976.7K | 7,382 | — | 872540109 |
| COSTCO WHOLESALE CORPORATION | COM | $975K | 1,071 | — | 22160K105 |
| DISNEY WALT CO | COM | $944K | 8,999 | — | 254687106 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $705.2K | 8,992 | — | 922908629 |
| CORNING INC | COM | $661.2K | 4,300 | — | 219350105 |
| WALMART INC | COM | $628.8K | 6,051 | — | 931142103 |
| EMERSON ELEC CO | COM | $600.9K | 3,874 | — | 291011104 |
| ADVANCED MICRO DEVICES INC | COM | $550.6K | 900 | — | 007903107 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $496.4K | 1,745 | — | 922908751 |
| INTERNATIONAL BUSINESS MACHS | COM | $492.2K | 2,238 | — | 459200101 |
| PFIZER INC | COM | $436.2K | 15,294 | — | 717081103 |
| CHARLES SCHWAB CORP (THE) | COM | $399.9K | 4,091 | — | 808513105 |
| SHERWIN WILLIAMS CO | COM | $387.9K | 1,200 | — | 824348106 |
| ISHARES TR | CORE S&P500 ETF | $319.4K | 417 | — | 464287200 |
| MCCORMICK & CO INC | COM NON VTG | $315.4K | 6,798 | — | 579780206 |
| CHEVRON CORPORATION | COM | $301.8K | 1,478 | — | 166764100 |
| RTX CORPORATION | COM | $296.7K | 1,598 | — | 75513E101 |
| SOLVENTUM CORP | COM SHS | $279.9K | 3,175 | — | 83444M101 |
| MERCK & CO INC | COM | $267.8K | 1,843 | — | 58933Y105 |
| BAUSCH HEALTH COS INC | COM | $256.1K | 43,935 | — | 071734107 |
| NOVO-NORDISK A S | ADR | $252.6K | 6,664 | — | 670100205 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $230.1K | 328 | — | 922908363 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $228.1K | 3,489 | — | 36266G107 |
| NEXTDOOR HOLDINGS INC | COM CL A | $24.8K | 10,209 | — | 65345M108 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-10-07