Armstrong Henry H Associates Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Armstrong Henry H Associates Inc. reported 58 stock positions worth $1.0 billion. Its top holding was Microsoft (MSFT) at 28.4% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 19.9%) and Berkshire Hathaway Class B (BRK.B, 17.2%). Compared with Q3 2024, it sold out of 5, added to 9 and reduced 32. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +9%) and the biggest sale Berkshire Hathaway Class A (BRK.A, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001056827
- Portfolio Value
- $1.0B (Q4 2024)
- SEC Filing
- 0001056827-25-000001 ↗ filed Jan 13, 2025
Holdings Value
Holdings 58 stocks · $1.0B
| MSFT Microsoft Corp. | 28.40% | 674,124 | $284.1M | Reduce -0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 19.87% | 292 | $198.8M | Reduce -9.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 17.15% | 378,570 | $171.6M | Add +8.6% |
| MCO Moody's Corp. | 7.17% | 151,584 | $71.8M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 6.30% | 375,898 | $63.0M | Reduce -2.5% |
| JNJ Johnson & Johnson | 5.07% | 350,656 | $50.7M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 1.91% | 100,256 | $19.1M | Add +1.5% |
| APD Air Products & Chemicals Inc. | 1.82% | 62,944 | $18.3M | Add +11.5% |
| AAPL Apple Inc. | 1.60% | 63,885 | $16.0M | Reduce -1.0% |
| UNP Union Pacific Corp. | 1.50% | 65,653 | $15.0M | Add +0.0% |
| MDT Medtronic PLC | 0.98% | 122,744 | $9.8M | Reduce -11.3% |
| KO The Coca-Cola Co. | 0.89% | 142,264 | $8.9M | Add +5.8% |
| MA Mastercard Inc. Class A | 0.76% | 14,462 | $7.6M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.68% | 35,965 | $6.8M | Reduce -0.6% |
| WAT Waters Corp. | 0.45% | 12,043 | $4.5M | Add +7.8% |
| ADP Automatic Data Processing | 0.44% | 14,943 | $4.4M | Reduce -0.9% |
| HD Home Depot Inc. | 0.43% | 11,001 | $4.3M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 5,956 | $3.5M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.32% | 17,811 | $3.2M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.27% | 12,205 | $2.7M | Reduce -1.3% |
| PEP Pepsico Inc. | 0.26% | 17,216 | $2.6M | Reduce -1.2% |
| FAST Fastenal Co. | 0.26% | 36,367 | $2.6M | Add +29.9% |
| ABT Abbott Laboratories | 0.26% | 22,663 | $2.6M | Reduce -3.0% |
| J Jacobs Solutions Inc. | 0.23% | 17,081 | $2.3M | No change |
| V Visa Inc. Class A | 0.22% | 7,005 | $2.2M | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.20% | 15,250 | $2.0M | No change |
| GE General Electric filed as GE AEROSPACE | 0.20% | 12,043 | $2.0M | Reduce -3.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.18% | 2,645 | $1.8M | Add +93.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.17% | 22,023 | $1.7M | Reduce -4.0% |
| MMM 3M Co. | 0.15% | 11,593 | $1.5M | Reduce -9.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 9,179 | $1.0M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 3,500 | $1.0M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 8,012 | $968K | No change |
| XOM Exxon Mobil Corp. | 0.10% | 8,885 | $956K | Reduce -19.7% |
| GEV GE Vernova Inc. | 0.10% | 2,898 | $953K | Reduce -3.8% |
| COST Costco Wholesale Corp. | 0.09% | 1,031 | $945K | Reduce -7.6% |
| ADSK Autodesk Inc. | 0.08% | 2,875 | $850K | Reduce -0.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.08% | 9,524 | $819K | No change |
| SCHW Schwab (charles) Corp. | 0.08% | 10,591 | $784K | Reduce -39.8% |
| RBA RB Global Inc. | 0.07% | 8,305 | $749K | Add +3.9% |
| WMT Walmart Inc. | 0.06% | 6,364 | $575K | Reduce -0.8% |
| EXPD Expeditors Intl Wash Inc. | 0.05% | 4,909 | $544K | No change |
| EMR Emerson Electric Co. | 0.05% | 4,259 | $528K | Reduce -8.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 2,238 | $492K | Reduce -27.6% |
| PFE Pfizer Inc. | 0.04% | 15,894 | $422K | Reduce -6.7% |
| SHW The Sherwin-Williams Co. | 0.04% | 1,200 | $408K | No change |
| AMTM Amentum Holdings Inc. | 0.04% | 17,081 | $359K | No change |
| BHC Bausch Health Cos Inc. | 0.04% | 44,215 | $356K | No change |
| CDNA Caredx Inc. | 0.03% | 16,036 | $343K | No change |
| RTX RTX Corp. | 0.03% | 2,628 | $304K | No change |
| IVV iShares Core S&P 500 ETF | 0.03% | 512 | $301K | Reduce -46.2% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 3,130 | $277K | No change |
| GEHC GE Healthcare Technology | 0.03% | 3,489 | $273K | Reduce -4.2% |
| CVX Chevron Corp. | 0.02% | 1,578 | $229K | No change |
| MRK Merck & Co. Inc. | 0.02% | 2,222 | $221K | Reduce -27.2% |
| GLW Corning Inc. | 0.02% | 4,450 | $211K | No change |
| SOLV Solventum Corp. | 0.02% | 3,175 | $210K | No change |
| NXDR Nextdoor Holdings Inc. | 0.00% | 10,209 | $24K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -9.6% | 19.87% | −1.51 |
| INTC Intel Corp. | Sold out | 0.00% | −0.91 |
| JNJ Johnson & Johnson | Reduce -2.6% | 5.07% | −0.52 |
| MDT Medtronic PLC | Reduce -11.3% | 0.98% | −0.21 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 6.30% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.04 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -39.8% | 0.08% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -19.7% | 0.10% | −0.03 |
| GE General Electric | Reduce -3.7% | 0.20% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -46.2% | 0.03% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.5% | 0.32% | −0.02 |
| PEP Pepsico Inc. | Reduce -1.2% | 0.26% | −0.02 |
| DCI Donaldson Co. Inc. | Sold out | 0.00% | −0.02 |
| MMM 3M Co. | Reduce -9.4% | 0.15% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -27.6% | 0.05% | −0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -4.0% | 0.17% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -27.2% | 0.02% | −0.01 |
| GEHC GE Healthcare Technology | Reduce -4.2% | 0.03% | −0.01 |
| PFE Pfizer Inc. | Reduce -6.7% | 0.04% | −0.01 |
| HD Home Depot Inc. | Reduce -1.2% | 0.43% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -7.6% | 0.09% | −0.00 |
| ABT Abbott Laboratories | Reduce -3.0% | 0.26% | +0.00 |
| EMR Emerson Electric Co. | Reduce -8.8% | 0.05% | +0.00 |
| WMT Walmart Inc. | Reduce -0.8% | 0.06% | +0.01 |
| ADSK Autodesk Inc. | Reduce -0.7% | 0.08% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 0.35% | +0.02 |
| GEV GE Vernova Inc. | Reduce -3.8% | 0.10% | +0.02 |
| V Visa Inc. Class A | Reduce -0.7% | 0.22% | +0.04 |
| ADP Automatic Data Processing | Reduce -0.9% | 0.44% | +0.04 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 0.27% | +0.05 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.76% | +0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 0.68% | +0.11 |
| AAPL Apple Inc. | Reduce -1.0% | 1.60% | +0.16 |
| MCO Moody's Corp. | Reduce -1.6% | 7.17% | +0.17 |
| MSFT Microsoft Corp. | Reduce -0.7% | 28.40% | +0.43 |
Portfolio Buys Q3 2024 → Q4 2024
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.6% | 17.15% | +1.78 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 1.91% | +0.33 |
| APD Air Products & Chemicals Inc. | Add +11.5% | 1.82% | +0.21 |
| ASML ASML Holding NV-NY Reg SHS | Add +93.9% | 0.18% | +0.07 |
| FAST Fastenal Co. | Add +29.9% | 0.26% | +0.07 |
| WAT Waters Corp. | Add +7.8% | 0.45% | +0.06 |
| RBA RB Global Inc. | Add +3.9% | 0.07% | +0.01 |
| KO The Coca-Cola Co. | Add +5.8% | 0.89% | −0.04 |
| UNP Union Pacific Corp. | Add +0.0% | 1.50% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 64 | $1.0B | MSFT, BRK.A, BRK.B, JNJ, MCO |
| Q1 2026 | 61 | $981.4M | MSFT, BRK.A, BRK.B, JNJ, MCO |
| Q4 2025 | 62 | $1.1B | MSFT, BRK.A, BRK.B, MCO, JNJ |
| Q3 2025 | 62 | $1.1B | MSFT, BRK.A, BRK.B, MCO, JNJ |
| Q2 2025 | 58 | $1.1B | MSFT, BRK.A, BRK.B, MCO, PG |
| Q1 2025 | 58 | $1.0B | MSFT, BRK.A, BRK.B, MCO, PG |
| Q4 2024 | 58 | $1.0B | MSFT, BRK.A, BRK.B, MCO, PG |
| Q3 2024 | 63 | $1.0B | MSFT, BRK.A, BRK.B, MCO, PG |
| Q2 2024Amended | 59 | $1.0B | MSFT, BRK.A, BRK.B, MCO, PG |
| Q1 2024 | 56 | $1.0B | MSFT, BRK.A, BRK.B, PG, MCO |