Armstrong Henry H Associates Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 6, 2026), Armstrong Henry H Associates Inc. reported 62 stock positions worth $1.1 billion. Its top holding was Microsoft (MSFT) at 28.5% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 19.6%) and Berkshire Hathaway Class B (BRK.B, 17.1%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 6 and reduced 30. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +41%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001056827
Portfolio Value
$1.1B (Q4 2025)
SEC Filing
0001056827-26-000001 ↗ filed Jan 6, 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 $1.1B Q4 2025 Q1 2026: $981.4M Q1 2026 Q2 2026: $1.0B Q2 2026

Holdings 62 stocks · $1.1B
MSFT Microsoft Corp. 28.48% 634,137 $306.7M Reduce -1.8%
BRK.A Berkshire Hathaway Inc. Class A 19.56% 279 $210.6M Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B 17.05% 365,272 $183.6M Reduce -1.3%
MCO Moody's Corp. 6.84% 144,224 $73.7M Reduce -3.0%
JNJ Johnson & Johnson 6.17% 320,797 $66.4M Reduce -2.1%
PG The Procter & Gamble Co. 4.72% 354,872 $50.9M Reduce -3.3%
GOOG Alphabet Inc. Class C 2.73% 93,770 $29.4M Reduce -1.9%
AAPL Apple Inc. 1.49% 58,963 $16.0M Reduce -0.6%
UNP Union Pacific Corp. 1.42% 66,130 $15.3M Add +0.3%
APD Air Products & Chemicals Inc. 1.14% 49,632 $12.3M Reduce -24.9%
GOOGL Alphabet Inc. Class A 1.01% 34,647 $10.8M Reduce -2.1%
MDT Medtronic PLC 0.89% 99,929 $9.6M Reduce -7.6%
KO The Coca-Cola Co. 0.85% 131,357 $9.2M Reduce -3.3%
FAST Fastenal Co. 0.78% 209,625 $8.4M Reduce -9.9%
MA Mastercard Inc. Class A 0.69% 13,079 $7.5M Reduce -6.9%
ASML ASML Holding NV-NY Reg SHS 0.65% 6,497 $7.0M Add +40.8%
ABBV Abbvie Inc. 0.38% 17,741 $4.1M No change
HD Home Depot Inc. 0.35% 10,896 $3.7M Reduce -0.1%
GE General Electric filed as GE AEROSPACE 0.34% 12,043 $3.7M No change
ADP Automatic Data Processing 0.34% 14,090 $3.6M Reduce -4.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 4,674 $3.2M Add +0.0%
UBER Uber Technologies Inc. 0.27% 35,420 $2.9M Add +133.3%
NVDA Nvidia Corp. 0.27% 15,372 $2.9M No change
AMZN Amazon.com Inc. 0.25% 11,732 $2.7M Reduce -0.8%
ABT Abbott Laboratories 0.22% 19,093 $2.4M Reduce -14.3%
RBA RB Global Inc. 0.22% 23,055 $2.4M Add +63.6%
PEP Pepsico Inc. 0.22% 16,190 $2.3M Reduce -5.4%
V Visa Inc. Class A 0.21% 6,595 $2.3M Reduce -0.8%
J Jacobs Solutions Inc. 0.21% 17,081 $2.3M No change
MMM 3M Co. 0.17% 11,580 $1.9M Reduce -0.1%
GEV GE Vernova Inc. 0.16% 2,600 $1.7M Reduce -10.3%
WAT Waters Corp. 0.15% 4,141 $1.6M Reduce -3.0%
VTI VG Morningstar TS MKT ETF-US 0.14% 4,449 $1.5M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.11% 7,767 $1.2M Reduce -1.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 9,059 $1.0M No change
ADSK Autodesk Inc. 0.10% 3,473 $1.0M No change
COST Costco Wholesale Corp. 0.09% 1,071 $924K No change
XOM Exxon Mobil Corp. 0.09% 7,657 $921K Reduce -7.3%
MKC McCormick & Co.-Non VTG SHRS 0.07% 11,598 $790K Reduce -4.5%
WMT Walmart Inc. 0.07% 6,364 $709K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 2,238 $663K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 2,248 $652K No change
SCHW Schwab (charles) Corp. 0.06% 6,091 $609K No change
EMR Emerson Electric Co. 0.05% 4,034 $535K Reduce -4.7%
MU Micron Technology Inc. 0.05% 1,800 $514K No change
VB Vanguard Most SM-Cap ETF-Usd 0.04% 1,745 $450K No change
GLW Corning Inc. 0.04% 4,450 $390K No change
SHW The Sherwin-Williams Co. 0.04% 1,200 $389K No change
PFE Pfizer Inc. 0.04% 15,394 $383K No change
NVO Novo-Nordisk A/S-Spons ADR 0.03% 6,664 $339K Reduce -18.8%
BHC Bausch Health Cos Inc. 0.03% 44,215 $307K No change
CDNA Caredx Inc. 0.03% 16,036 $302K No change
RTX RTX Corp. 0.03% 1,598 $293K Reduce -39.2%
GEHC GE Healthcare Technology 0.03% 3,489 $286K No change
IVV iShares Core S&P 500 ETF 0.03% 417 $286K Reduce -18.6%
SOLV Solventum Corp. 0.02% 3,175 $252K No change
DCI Donaldson Co. Inc. 0.02% 2,800 $248K No change
CVX Chevron Corp. 0.02% 1,578 $241K No change
VOO Vanguard S&P 500 ETF 0.02% 336 $211K No change
TSLA Tesla Inc. 0.02% 464 $209K Add +0.9%
MRK Merck & Co. Inc. 0.02% 1,973 $208K New
NXDR Nextdoor Holdings Inc. 0.00% 10,209 $21K No change

Portfolio Sells Q3 2025 → Q4 2025
MSFT Microsoft Corp. Reduce -1.8% 28.48% −1.78
APD Air Products & Chemicals Inc. Reduce -24.9% 1.14% −0.49
PG The Procter & Gamble Co. Reduce -3.3% 4.72% −0.38
FAST Fastenal Co. Reduce -9.9% 0.78% −0.25
ADP Automatic Data Processing Reduce -4.1% 0.34% −0.05
HD Home Depot Inc. Reduce -0.1% 0.35% −0.05
ABT Abbott Laboratories Reduce -14.3% 0.22% −0.05
MDT Medtronic PLC Reduce -7.6% 0.89% −0.04
MA Mastercard Inc. Class A Reduce -6.9% 0.69% −0.03
ORCL Oracle Corp. Sold out 0.00% −0.02
RTX RTX Corp. Reduce -39.2% 0.03% −0.01
NVO Novo-Nordisk A/S-Spons ADR Reduce -18.8% 0.03% −0.01
IVV iShares Core S&P 500 ETF Reduce -18.6% 0.03% −0.00
GEV GE Vernova Inc. Reduce -10.3% 0.16% −0.00
PEP Pepsico Inc. Reduce -5.4% 0.22% −0.00
EMR Emerson Electric Co. Reduce -4.7% 0.05% −0.00
MKC McCormick & Co.-Non VTG SHRS Reduce -4.5% 0.07% −0.00
XOM Exxon Mobil Corp. Reduce -7.3% 0.09% +0.00
TJX TJX Companies Inc. Reduce -1.0% 0.11% +0.01
MMM 3M Co. Reduce -0.1% 0.17% +0.01
V Visa Inc. Class A Reduce -0.8% 0.21% +0.01
AMZN Amazon.com Inc. Reduce -0.8% 0.25% +0.02
WAT Waters Corp. Reduce -3.0% 0.15% +0.03
KO The Coca-Cola Co. Reduce -3.3% 0.85% +0.04
AAPL Apple Inc. Reduce -0.6% 1.49% +0.12
BRK.A Berkshire Hathaway Inc. Class A Reduce -1.8% 19.56% +0.18
GOOGL Alphabet Inc. Class A Reduce -2.1% 1.01% +0.23
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.3% 17.05% +0.23
MCO Moody's Corp. Reduce -3.0% 6.84% +0.44
GOOG Alphabet Inc. Class C Reduce -1.9% 2.73% +0.63
JNJ Johnson & Johnson Reduce -2.1% 6.17% +0.67

Portfolio Buys Q3 2025 → Q4 2025
ASML ASML Holding NV-NY Reg SHS Add +40.8% 0.65% +0.24
UBER Uber Technologies Inc. Add +133.3% 0.27% +0.13
RBA RB Global Inc. Add +63.6% 0.22% +0.08
MRK Merck & Co. Inc. New 0.02% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 0.30% +0.01
UNP Union Pacific Corp. Add +0.3% 1.42% +0.01
TSLA Tesla Inc. Add +0.9% 0.02% +0.00

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