Armstrong Henry H Associates Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 2, 2025), Armstrong Henry H Associates Inc. reported 62 stock positions worth $1.1 billion. Its top holding was Microsoft (MSFT) at 30.3% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 19.4%) and Berkshire Hathaway Class B (BRK.B, 16.8%). Compared with Q2 2025, it opened 4 new positions, added to 9 and reduced 18. The biggest buy was Fastenal (FAST, shares +36%) and the biggest sale Moody's (MCO, shares −0%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001056827
Portfolio Value
$1.1B (Q3 2025)
SEC Filing
0001056827-25-000006 ↗ filed Oct 2, 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 Q2 2025 Q3 2025: $1.1B $1.1B Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $981.4M Q1 2026 Q2 2026: $1.0B Q2 2026

Holdings 62 stocks · $1.1B
MSFT Microsoft Corp. 30.27% 645,997 $334.6M Reduce -1.1%
BRK.A Berkshire Hathaway Inc. Class A 19.37% 284 $214.2M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 16.82% 369,883 $186.0M Reduce -0.2%
MCO Moody's Corp. 6.41% 148,637 $70.8M Reduce -0.1%
JNJ Johnson & Johnson 5.50% 327,811 $60.8M Reduce -0.8%
PG The Procter & Gamble Co. 5.10% 366,890 $56.4M Add +0.1%
GOOG Alphabet Inc. Class C 2.11% 95,619 $23.3M Reduce -0.1%
APD Air Products & Chemicals Inc. 1.63% 66,129 $18.0M Add +1.4%
UNP Union Pacific Corp. 1.41% 65,919 $15.6M Add +0.1%
AAPL Apple Inc. 1.37% 59,336 $15.1M Reduce -3.2%
FAST Fastenal Co. 1.03% 232,788 $11.4M Add +36.2%
MDT Medtronic PLC 0.93% 108,127 $10.3M Reduce -1.1%
KO The Coca-Cola Co. 0.81% 135,805 $9.0M Reduce -1.1%
GOOGL Alphabet Inc. Class A 0.78% 35,397 $8.6M Reduce -0.1%
MA Mastercard Inc. Class A 0.72% 14,055 $8.0M No change
ASML ASML Holding NV-NY Reg SHS 0.40% 4,615 $4.5M Add +8.2%
HD Home Depot Inc. 0.40% 10,908 $4.4M No change
ADP Automatic Data Processing 0.39% 14,690 $4.3M Reduce -0.7%
ABBV Abbvie Inc. 0.37% 17,741 $4.1M No change
GE General Electric filed as GE AEROSPACE 0.33% 12,043 $3.6M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 4,673 $3.1M Add +0.1%
ABT Abbott Laboratories 0.27% 22,293 $3.0M No change
NVDA Nvidia Corp. 0.26% 15,372 $2.9M Add +0.0%
AMZN Amazon.com Inc. 0.23% 11,832 $2.6M No change
J Jacobs Solutions Inc. 0.23% 17,081 $2.6M No change
PEP Pepsico Inc. 0.22% 17,107 $2.4M Reduce -0.1%
V Visa Inc. Class A 0.21% 6,645 $2.3M No change
MMM 3M Co. 0.16% 11,593 $1.8M No change
GEV GE Vernova Inc. 0.16% 2,898 $1.8M No change
RBA RB Global Inc. 0.14% 14,090 $1.5M Add +0.9%
UBER Uber Technologies Inc. 0.13% 15,180 $1.5M New
VTI VG Morningstar TS MKT ETF-US 0.13% 4,449 $1.5M No change
WAT Waters Corp. 0.12% 4,268 $1.3M Reduce -47.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 7,847 $1.1M No change
ADSK Autodesk Inc. 0.10% 3,473 $1.1M Add +21.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 9,059 $1.0M Reduce -1.3%
COST Costco Wholesale Corp. 0.09% 1,071 $991K Reduce -0.5%
XOM Exxon Mobil Corp. 0.08% 8,257 $931K Reduce -5.7%
MKC McCormick & Co.-Non VTG SHRS 0.07% 12,148 $813K Reduce -35.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 2,248 $660K No change
WMT Walmart Inc. 0.06% 6,364 $656K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 2,238 $631K No change
SCHW Schwab (charles) Corp. 0.05% 6,091 $582K No change
EMR Emerson Electric Co. 0.05% 4,234 $555K No change
NVO Novo-Nordisk A/S-Spons ADR 0.04% 8,208 $455K Reduce -2.7%
VB Vanguard Most SM-Cap ETF-Usd 0.04% 1,745 $444K No change
RTX RTX Corp. 0.04% 2,628 $440K No change
SHW The Sherwin-Williams Co. 0.04% 1,200 $416K No change
PFE Pfizer Inc. 0.04% 15,394 $392K No change
GLW Corning Inc. 0.03% 4,450 $365K No change
IVV iShares Core S&P 500 ETF 0.03% 512 $343K No change
MU Micron Technology Inc. 0.03% 1,800 $301K No change
BHC Bausch Health Cos Inc. 0.03% 44,215 $285K No change
GEHC GE Healthcare Technology 0.02% 3,489 $262K No change
ORCL Oracle Corp. 0.02% 922 $259K No change
CVX Chevron Corp. 0.02% 1,578 $245K No change
CDNA Caredx Inc. 0.02% 16,036 $233K No change
SOLV Solventum Corp. 0.02% 3,175 $232K No change
DCI Donaldson Co. Inc. 0.02% 2,800 $229K New
VOO Vanguard S&P 500 ETF 0.02% 336 $206K New
TSLA Tesla Inc. 0.02% 460 $205K New
NXDR Nextdoor Holdings Inc. 0.00% 10,209 $21K No change

Portfolio Sells Q2 2025 → Q3 2025
MCO Moody's Corp. Reduce -0.1% 6.41% −0.64
MSFT Microsoft Corp. Reduce -1.1% 30.27% −0.39
BRK.A Berkshire Hathaway Inc. Class A Reduce -0.7% 19.37% −0.30
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 16.82% −0.17
WAT Waters Corp. Reduce -47.7% 0.12% −0.15
KO The Coca-Cola Co. Reduce -1.1% 0.81% −0.10
MKC McCormick & Co.-Non VTG SHRS Reduce -35.8% 0.07% −0.06
ADP Automatic Data Processing Reduce -0.7% 0.39% −0.04
NVO Novo-Nordisk A/S-Spons ADR Reduce -2.7% 0.04% −0.01
DIS The Walt Disney Co. Reduce -1.3% 0.09% −0.01
COST Costco Wholesale Corp. Reduce -0.5% 0.09% −0.01
XOM Exxon Mobil Corp. Reduce -5.7% 0.08% −0.00
PEP Pepsico Inc. Reduce -0.1% 0.22% +0.00
MDT Medtronic PLC Reduce -1.1% 0.93% +0.03
AAPL Apple Inc. Reduce -3.2% 1.37% +0.18
GOOGL Alphabet Inc. Class A Reduce -0.1% 0.78% +0.19
GOOG Alphabet Inc. Class C Reduce -0.1% 2.11% +0.50
JNJ Johnson & Johnson Reduce -0.8% 5.50% +0.73

Portfolio Buys Q2 2025 → Q3 2025
FAST Fastenal Co. Add +36.2% 1.03% +0.36
UBER Uber Technologies Inc. New 0.13% +0.13
ASML ASML Holding NV-NY Reg SHS Add +8.2% 0.40% +0.08
NVDA Nvidia Corp. Add +0.0% 0.26% +0.03
DCI Donaldson Co. Inc. New 0.02% +0.02
VOO Vanguard S&P 500 ETF New 0.02% +0.02
TSLA Tesla Inc. New 0.02% +0.02
ADSK Autodesk Inc. Add +21.2% 0.10% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.28% +0.01
RBA RB Global Inc. Add +0.9% 0.14% −0.00
UNP Union Pacific Corp. Add +0.1% 1.41% −0.02
APD Air Products & Chemicals Inc. Add +1.4% 1.63% −0.10
PG The Procter & Gamble Co. Add +0.1% 5.10% −0.41

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