Armstrong Henry H Associates Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Armstrong Henry H Associates Inc. reported 58 stock positions worth $1.1 billion. Its top holding was Microsoft (MSFT) at 30.7% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 19.7%) and Berkshire Hathaway Class B (BRK.B, 17.0%). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 6 and reduced 26. The biggest buy was Fastenal (FAST, shares +134%) and the biggest sale Berkshire Hathaway Class A (BRK.A, shares −1%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001056827
Portfolio Value
$1.1B (Q2 2025)
SEC Filing
0001056827-25-000005 ↗ filed Jul 7, 2025

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 $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 Q2 2026

Holdings 58 stocks · $1.1B
MSFT Microsoft Corp. 30.66% 653,037 $324.8M Reduce -1.9%
BRK.A Berkshire Hathaway Inc. Class A 19.67% 286 $208.4M Reduce -1.4%
BRK.B Berkshire Hathaway Inc. Class B 16.99% 370,552 $180.0M Reduce -1.6%
MCO Moody's Corp. 7.05% 148,837 $74.7M Reduce -1.1%
PG The Procter & Gamble Co. 5.51% 366,705 $58.4M Reduce -1.9%
JNJ Johnson & Johnson 4.76% 330,479 $50.5M Reduce -4.5%
APD Air Products & Chemicals Inc. 1.74% 65,218 $18.4M Add +2.2%
GOOG Alphabet Inc. Class C 1.60% 95,751 $17.0M Reduce -3.0%
UNP Union Pacific Corp. 1.43% 65,827 $15.1M Add +0.4%
AAPL Apple Inc. 1.19% 61,276 $12.6M Reduce -2.9%
KO The Coca-Cola Co. 0.92% 137,304 $9.7M Reduce -3.1%
MDT Medtronic PLC 0.90% 109,342 $9.5M Reduce -9.3%
MA Mastercard Inc. Class A 0.75% 14,055 $7.9M Reduce -1.4%
FAST Fastenal Co. 0.68% 170,938 $7.2M Add +134.2%
GOOGL Alphabet Inc. Class A 0.59% 35,417 $6.2M Reduce -0.8%
ADP Automatic Data Processing 0.43% 14,790 $4.6M No change
HD Home Depot Inc. 0.38% 10,908 $4.0M Reduce -0.7%
ASML ASML Holding NV-NY Reg SHS 0.32% 4,266 $3.4M Add +28.0%
ABBV Abbvie Inc. 0.31% 17,741 $3.3M Reduce -0.4%
GE General Electric filed as GE AEROSPACE 0.29% 12,043 $3.1M No change
ABT Abbott Laboratories 0.29% 22,293 $3.0M Reduce -1.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.27% 4,668 $2.9M Reduce -14.4%
WAT Waters Corp. 0.27% 8,157 $2.8M Reduce -37.8%
AMZN Amazon.com Inc. 0.24% 11,832 $2.6M Reduce -1.9%
NVDA Nvidia Corp. 0.23% 15,370 $2.4M Add +0.3%
V Visa Inc. Class A 0.22% 6,645 $2.4M Reduce -5.1%
PEP Pepsico Inc. 0.21% 17,120 $2.3M No change
J Jacobs Solutions Inc. 0.21% 17,081 $2.2M No change
MMM 3M Co. 0.17% 11,593 $1.8M No change
GEV GE Vernova Inc. 0.14% 2,898 $1.5M No change
RBA RB Global Inc. 0.14% 13,965 $1.5M Add +68.2%
MKC McCormick & Co.-Non VTG SHRS 0.14% 18,913 $1.4M Reduce -5.2%
VTI VG Morningstar TS MKT ETF-US 0.13% 4,449 $1.4M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 9,179 $1.1M No change
COST Costco Wholesale Corp. 0.10% 1,076 $1.1M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.09% 7,847 $969K Reduce -2.1%
XOM Exxon Mobil Corp. 0.09% 8,755 $944K No change
ADSK Autodesk Inc. 0.08% 2,865 $887K Reduce -0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 2,238 $660K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 2,248 $629K No change
WMT Walmart Inc. 0.06% 6,364 $622K No change
NVO Novo-Nordisk A/S-Spons ADR 0.05% 8,433 $582K Reduce -6.5%
EMR Emerson Electric Co. 0.05% 4,234 $565K Reduce -0.6%
SCHW Schwab (charles) Corp. 0.05% 6,091 $556K Reduce -42.5%
VB Vanguard Most SM-Cap ETF-Usd 0.04% 1,745 $414K No change
SHW The Sherwin-Williams Co. 0.04% 1,200 $412K No change
RTX RTX Corp. 0.04% 2,628 $384K No change
PFE Pfizer Inc. 0.04% 15,394 $373K Reduce -3.1%
IVV iShares Core S&P 500 ETF 0.03% 512 $318K No change
CDNA Caredx Inc. 0.03% 16,036 $313K No change
BHC Bausch Health Cos Inc. 0.03% 44,215 $294K No change
GEHC GE Healthcare Technology 0.02% 3,489 $258K No change
SOLV Solventum Corp. 0.02% 3,175 $241K No change
GLW Corning Inc. 0.02% 4,450 $234K No change
CVX Chevron Corp. 0.02% 1,578 $226K No change
MU Micron Technology Inc. 0.02% 1,800 $222K New
ORCL Oracle Corp. 0.02% 922 $202K New
NXDR Nextdoor Holdings Inc. 0.00% 10,209 $17K No change

Portfolio Sells Q1 2025 → Q2 2025
BRK.A Berkshire Hathaway Inc. Class A Reduce -1.4% 19.67% −2.77
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.6% 16.99% −2.45
JNJ Johnson & Johnson Reduce -4.5% 4.76% −0.80
PG The Procter & Gamble Co. Reduce -1.9% 5.51% −0.66
WAT Waters Corp. Reduce -37.8% 0.27% −0.20
AAPL Apple Inc. Reduce -2.9% 1.19% −0.17
MDT Medtronic PLC Reduce -9.3% 0.90% −0.15
KO The Coca-Cola Co. Reduce -3.1% 0.92% −0.07
EXPD Expeditors Intl Wash Inc. Sold out 0.00% −0.06
ABBV Abbvie Inc. Reduce -0.4% 0.31% −0.05
AMTM Amentum Holdings Inc. Sold out 0.00% −0.03
SCHW Schwab (charles) Corp. Reduce -42.5% 0.05% −0.03
MKC McCormick & Co.-Non VTG SHRS Reduce -5.2% 0.14% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -14.4% 0.27% −0.02
V Visa Inc. Class A Reduce -5.1% 0.22% −0.02
HD Home Depot Inc. Reduce -0.7% 0.38% −0.01
MA Mastercard Inc. Class A Reduce -1.4% 0.75% −0.01
NVO Novo-Nordisk A/S-Spons ADR Reduce -6.5% 0.05% −0.01
ABT Abbott Laboratories Reduce -1.6% 0.29% −0.01
PFE Pfizer Inc. Reduce -3.1% 0.04% −0.00
TJX TJX Companies Inc. Reduce -2.1% 0.09% −0.00
EMR Emerson Electric Co. Reduce -0.6% 0.05% +0.01
ADSK Autodesk Inc. Reduce -0.3% 0.08% +0.01
AMZN Amazon.com Inc. Reduce -1.9% 0.24% +0.02
GOOGL Alphabet Inc. Class A Reduce -0.8% 0.59% +0.05
GOOG Alphabet Inc. Class C Reduce -3.0% 1.60% +0.11
MCO Moody's Corp. Reduce -1.1% 7.05% +0.25
MSFT Microsoft Corp. Reduce -1.9% 30.66% +6.45

Portfolio Buys Q1 2025 → Q2 2025
FAST Fastenal Co. Add +134.2% 0.68% +0.40
ASML ASML Holding NV-NY Reg SHS Add +28.0% 0.32% +0.11
NVDA Nvidia Corp. Add +0.3% 0.23% +0.07
RBA RB Global Inc. Add +68.2% 0.14% +0.06
MU Micron Technology Inc. New 0.02% +0.02
ORCL Oracle Corp. New 0.02% +0.02
UNP Union Pacific Corp. Add +0.4% 1.43% −0.07
APD Air Products & Chemicals Inc. Add +2.2% 1.74% −0.09

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