Armstrong Henry H Associates Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), Armstrong Henry H Associates Inc. reported 64 stock positions worth $1.0 billion. Its top holding was Microsoft (MSFT) at 22.5% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 19.6%) and Berkshire Hathaway Class B (BRK.B, 18.2%). Compared with Q1 2026, it opened 4 new positions, sold out of 1, added to 12 and reduced 22. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +7%) and the biggest sale Microsoft (MSFT, shares −1%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001056827
Portfolio Value
$1.0B (Q2 2026)
SEC Filing
0001056827-26-000004 ↗ filed Jul 7, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.0B Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $1.0B Q4 2024 Q1 2025: $1.0B Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $981.4M Q1 2026 Q2 2026: $1.0B $1.0B Q2 2026

Holdings 64 stocks · $1.0B
MSFT Microsoft Corp. 22.48% 622,401 $232.2M Reduce -1.0%
BRK.A Berkshire Hathaway Inc. Class A 19.58% 270 $202.2M Reduce -1.5%
BRK.B Berkshire Hathaway Inc. Class B 18.18% 375,150 $187.7M Add +1.8%
JNJ Johnson & Johnson 7.94% 322,853 $82.0M Add +0.9%
MCO Moody's Corp. 6.33% 144,243 $65.3M Add +0.1%
PG The Procter & Gamble Co. 4.97% 349,810 $51.3M Reduce -0.9%
GOOG Alphabet Inc. Class C 3.17% 92,688 $32.7M Reduce -0.3%
UNP Union Pacific Corp. 1.81% 68,701 $18.7M Add +2.9%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.61% 8,355 $16.6M Add +7.2%
AAPL Apple Inc. 1.59% 56,648 $16.4M Reduce -3.0%
APD Air Products & Chemicals Inc. 1.58% 55,789 $16.4M Add +10.3%
FAST Fastenal Co. 1.26% 270,143 $13.0M Add +2.6%
KO The Coca-Cola Co. 1.01% 127,722 $10.4M Reduce -1.0%
GOOGL Alphabet Inc. Class A 0.84% 24,305 $8.7M Reduce -0.8%
MDT Medtronic PLC 0.71% 94,280 $7.4M Reduce -5.3%
MA Mastercard Inc. Class A 0.62% 12,440 $6.4M Reduce -4.7%
RBA RB Global Inc. 0.46% 40,909 $4.8M Add +51.3%
GE General Electric filed as GE AEROSPACE 0.44% 12,043 $4.5M No change
ABBV Abbvie Inc. 0.43% 17,623 $4.4M Reduce -0.6%
HD Home Depot Inc. 0.37% 10,816 $3.8M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.34% 4,741 $3.5M Reduce -0.0%
ADP Automatic Data Processing 0.30% 13,865 $3.1M No change
NVDA Nvidia Corp. 0.30% 15,372 $3.1M No change
GEV GE Vernova Inc. 0.30% 2,600 $3.1M No change
AMZN Amazon.com Inc. 0.27% 11,732 $2.8M No change
PEP Pepsico Inc. 0.21% 16,136 $2.2M No change
J Jacobs Solutions Inc. 0.21% 17,081 $2.2M No change
V Visa Inc. Class A 0.21% 6,257 $2.1M Reduce -0.2%
MU Micron Technology Inc. 0.20% 1,800 $2.1M No change
MMM 3M Co. 0.18% 11,500 $1.9M No change
UBER Uber Technologies Inc. 0.18% 25,470 $1.8M Reduce -28.7%
ABT Abbott Laboratories 0.16% 18,293 $1.7M Reduce -0.5%
VTI VG Morningstar TS MKT ETF-US 0.16% 4,449 $1.6M No change
DCI Donaldson Co. Inc. 0.14% 15,880 $1.4M Add +467.1%
WAT Waters Corp. 0.13% 3,678 $1.4M Reduce -6.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.11% 7,682 $1.2M Add +0.1%
GLW Corning Inc. 0.11% 4,300 $1.1M Reduce -3.4%
COST Costco Wholesale Corp. 0.10% 1,071 $1.0M No change
ADSK Autodesk Inc. 0.09% 4,683 $910K Add +34.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 9,039 $870K Reduce -0.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 8,992 $724K No change
WMT Walmart Inc. 0.07% 6,221 $705K Reduce -2.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 2,238 $629K No change
EMR Emerson Electric Co. 0.05% 3,874 $555K Reduce -4.0%
VB Vanguard Most SM-Cap ETF-Usd 0.05% 1,745 $529K No change
AMD Advanced Micro Devices 0.05% 900 $523K New
CDNA Caredx Inc. 0.04% 16,036 $457K No change
SHW The Sherwin-Williams Co. 0.04% 1,200 $413K No change
SCHW Schwab (charles) Corp. 0.04% 4,091 $377K Reduce -32.8%
PFE Pfizer Inc. 0.04% 15,394 $371K No change
MKC McCormick & Co.-Non VTG SHRS 0.04% 7,303 $368K Reduce -37.4%
NVO Novo-Nordisk A/S-Spons ADR 0.03% 6,664 $319K No change
IVV iShares Core S&P 500 ETF 0.03% 417 $312K No change
RTX RTX Corp. 0.03% 1,598 $303K No change
VOO Vanguard S&P 500 ETF 0.03% 418 $287K Add +23.3%
CVX Chevron Corp. 0.02% 1,478 $245K Reduce -6.3%
SOLV Solventum Corp. 0.02% 3,175 $245K No change
MRK Merck & Co. Inc. 0.02% 1,843 $237K No change
TSLA Tesla Inc. 0.02% 534 $225K New
GEHC GE Healthcare Technology 0.02% 3,489 $223K No change
CSCO Cisco Systems Inc. 0.02% 1,897 $223K New
STM Stmicroelectronics NV-NY SHS 0.02% 2,950 $221K New
BHC Bausch Health Cos Inc. 0.02% 44,215 $218K No change
NXDR Nextdoor Holdings Inc. 0.00% 10,209 $23K No change

Portfolio Sells Q1 2026 → Q2 2026
MSFT Microsoft Corp. Reduce -1.0% 22.48% −1.22
BRK.A Berkshire Hathaway Inc. Class A Reduce -1.5% 19.58% −0.47
PG The Procter & Gamble Co. Reduce -0.9% 4.97% −0.23
MDT Medtronic PLC Reduce -5.3% 0.71% −0.17
XOM Exxon Mobil Corp. Sold out 0.00% −0.13
UBER Uber Technologies Inc. Reduce -28.7% 0.18% −0.08
MA Mastercard Inc. Class A Reduce -4.7% 0.62% −0.05
ABT Abbott Laboratories Reduce -0.5% 0.16% −0.03
MKC McCormick & Co.-Non VTG SHRS Reduce -37.4% 0.04% −0.02
SCHW Schwab (charles) Corp. Reduce -32.8% 0.04% −0.02
WMT Walmart Inc. Reduce -2.3% 0.07% −0.01
CVX Chevron Corp. Reduce -6.3% 0.02% −0.01
DIS The Walt Disney Co. Reduce -0.2% 0.08% −0.00
EMR Emerson Electric Co. Reduce -4.0% 0.05% −0.00
KO The Coca-Cola Co. Reduce -1.0% 1.01% +0.01
WAT Waters Corp. Reduce -6.9% 0.13% +0.01
V Visa Inc. Class A Reduce -0.2% 0.21% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.0% 0.34% +0.03
ABBV Abbvie Inc. Reduce -0.6% 0.43% +0.04
GLW Corning Inc. Reduce -3.4% 0.11% +0.04
AAPL Apple Inc. Reduce -3.0% 1.59% +0.08
GOOGL Alphabet Inc. Class A Reduce -0.8% 0.84% +0.12
GOOG Alphabet Inc. Class C Reduce -0.3% 3.17% +0.46

Portfolio Buys Q1 2026 → Q2 2026
ASML ASML Holding NV-NY Reg SHS Add +7.2% 1.61% +0.56
RBA RB Global Inc. Add +51.3% 0.46% +0.20
BRK.B Berkshire Hathaway Inc. Class B Add +1.8% 18.18% +0.18
UNP Union Pacific Corp. Add +2.9% 1.81% +0.16
DCI Donaldson Co. Inc. Add +467.1% 0.14% +0.11
APD Air Products & Chemicals Inc. Add +10.3% 1.58% +0.09
AMD Advanced Micro Devices New 0.05% +0.05
TSLA Tesla Inc. New 0.02% +0.02
CSCO Cisco Systems Inc. New 0.02% +0.02
STM Stmicroelectronics NV-NY SHS New 0.02% +0.02
FAST Fastenal Co. Add +2.6% 1.26% +0.01
VOO Vanguard S&P 500 ETF Add +23.3% 0.03% +0.01
ADSK Autodesk Inc. Add +34.8% 0.09% +0.00
TJX TJX Companies Inc. Add +0.1% 0.11% −0.01
JNJ Johnson & Johnson Add +0.9% 7.94% −0.03
MCO Moody's Corp. Add +0.1% 6.33% −0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 64$1.0BMSFT, BRK.A, BRK.B, JNJ, MCO
Q1 2026 61$981.4MMSFT, BRK.A, BRK.B, JNJ, MCO
Q4 2025 62$1.1BMSFT, BRK.A, BRK.B, MCO, JNJ
Q3 2025 62$1.1BMSFT, BRK.A, BRK.B, MCO, JNJ
Q2 2025 58$1.1BMSFT, BRK.A, BRK.B, MCO, PG
Q1 2025 58$1.0BMSFT, BRK.A, BRK.B, MCO, PG
Q4 2024 58$1.0BMSFT, BRK.A, BRK.B, MCO, PG
Q3 2024 63$1.0BMSFT, BRK.A, BRK.B, MCO, PG
Q2 2024Amended 59$1.0BMSFT, BRK.A, BRK.B, MCO, PG
Q1 2024 56$1.0BMSFT, BRK.A, BRK.B, PG, MCO