Armstrong Henry H Associates Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 7, 2026), Armstrong Henry H Associates Inc. reported 61 stock positions worth $981.4 million. Its top holding was Microsoft (MSFT) at 23.7% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 20.1%) and Berkshire Hathaway Class B (BRK.B, 18.0%). Compared with Q4 2025, it sold out of 1, added to 10 and reduced 21. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1%) and the biggest sale Microsoft (MSFT, shares −1%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001056827
Portfolio Value
$981.4M (Q1 2026)
SEC Filing
0001056827-26-000002 ↗ filed Apr 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 $981.4M Q1 2026 Q2 2026: $1.0B Q2 2026

Holdings 61 stocks · $981.4M
MSFT Microsoft Corp. 23.70% 628,422 $232.6M Reduce -0.9%
BRK.A Berkshire Hathaway Inc. Class A 20.05% 274 $196.8M Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B 18.00% 368,685 $176.7M Add +0.9%
JNJ Johnson & Johnson 7.97% 320,096 $78.2M Reduce -0.2%
MCO Moody's Corp. 6.41% 144,120 $62.9M Reduce -0.1%
PG The Procter & Gamble Co. 5.20% 353,180 $51.0M Reduce -0.5%
GOOG Alphabet Inc. Class C 2.72% 92,935 $26.7M Reduce -0.9%
UNP Union Pacific Corp. 1.65% 66,792 $16.2M Add +1.0%
AAPL Apple Inc. 1.51% 58,401 $14.8M Reduce -0.9%
APD Air Products & Chemicals Inc. 1.50% 50,604 $14.7M Add +2.0%
FAST Fastenal Co. 1.24% 263,274 $12.2M Add +25.6%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.05% 7,797 $10.3M Add +20.0%
KO The Coca-Cola Co. 1.00% 129,057 $9.8M Reduce -1.8%
MDT Medtronic PLC 0.88% 99,609 $8.6M Reduce -0.3%
GOOGL Alphabet Inc. Class A 0.72% 24,492 $7.0M Reduce -29.3%
MA Mastercard Inc. Class A 0.66% 13,050 $6.5M Reduce -0.2%
ABBV Abbvie Inc. 0.39% 17,723 $3.9M Reduce -0.1%
HD Home Depot Inc. 0.36% 10,816 $3.6M Reduce -0.7%
GE General Electric filed as GE AEROSPACE 0.35% 12,043 $3.4M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.31% 4,742 $3.1M Add +1.4%
ADP Automatic Data Processing 0.29% 13,865 $2.8M Reduce -1.6%
NVDA Nvidia Corp. 0.27% 15,372 $2.7M No change
RBA RB Global Inc. 0.26% 27,034 $2.6M Add +17.3%
UBER Uber Technologies Inc. 0.26% 35,740 $2.6M Add +0.9%
PEP Pepsico Inc. 0.26% 16,136 $2.5M Reduce -0.3%
AMZN Amazon.com Inc. 0.25% 11,732 $2.4M No change
GEV GE Vernova Inc. 0.23% 2,600 $2.3M No change
J Jacobs Solutions Inc. 0.22% 17,081 $2.2M No change
V Visa Inc. Class A 0.19% 6,267 $1.9M Reduce -5.0%
ABT Abbott Laboratories 0.19% 18,393 $1.9M Reduce -3.7%
MMM 3M Co. 0.17% 11,500 $1.7M Reduce -0.7%
VTI VG Morningstar TS MKT ETF-US 0.15% 4,449 $1.4M No change
XOM Exxon Mobil Corp. 0.13% 7,657 $1.3M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 7,672 $1.2M Reduce -1.2%
WAT Waters Corp. 0.12% 3,952 $1.2M Reduce -4.6%
COST Costco Wholesale Corp. 0.11% 1,071 $1.1M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 9,059 $873K No change
ADSK Autodesk Inc. 0.08% 3,473 $831K No change
WMT Walmart Inc. 0.08% 6,364 $791K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 2,248 $646K No change
MU Micron Technology Inc. 0.06% 1,800 $608K No change
GLW Corning Inc. 0.06% 4,450 $605K No change
MKC McCormick & Co.-Non VTG SHRS 0.06% 11,663 $588K Add +0.6%
SCHW Schwab (charles) Corp. 0.06% 6,091 $572K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 2,238 $542K No change
EMR Emerson Electric Co. 0.05% 4,034 $529K No change
VB Vanguard Most SM-Cap ETF-Usd 0.05% 1,745 $457K No change
PFE Pfizer Inc. 0.04% 15,394 $432K No change
SHW The Sherwin-Williams Co. 0.04% 1,200 $385K No change
CVX Chevron Corp. 0.03% 1,578 $326K No change
RTX RTX Corp. 0.03% 1,598 $308K No change
CDNA Caredx Inc. 0.03% 16,036 $278K No change
IVV iShares Core S&P 500 ETF 0.03% 417 $272K No change
GEHC GE Healthcare Technology 0.03% 3,489 $248K No change
NVO Novo-Nordisk A/S-Spons ADR 0.03% 6,664 $245K No change
BHC Bausch Health Cos Inc. 0.02% 44,215 $239K No change
DCI Donaldson Co. Inc. 0.02% 2,800 $238K No change
MRK Merck & Co. Inc. 0.02% 1,843 $222K Reduce -6.6%
SOLV Solventum Corp. 0.02% 3,175 $207K No change
VOO Vanguard S&P 500 ETF 0.02% 339 $203K Add +0.9%
NXDR Nextdoor Holdings Inc. 0.00% 10,209 $14K No change

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -0.9% 23.70% −4.78
MCO Moody's Corp. Reduce -0.1% 6.41% −0.44
GOOGL Alphabet Inc. Class A Reduce -29.3% 0.72% −0.29
ADP Automatic Data Processing Reduce -1.6% 0.29% −0.05
ABT Abbott Laboratories Reduce -3.7% 0.19% −0.03
MA Mastercard Inc. Class A Reduce -0.2% 0.66% −0.03
WAT Waters Corp. Reduce -4.6% 0.12% −0.03
V Visa Inc. Class A Reduce -5.0% 0.19% −0.02
TSLA Tesla Inc. Sold out 0.00% −0.02
GOOG Alphabet Inc. Class C Reduce -0.9% 2.72% −0.02
MDT Medtronic PLC Reduce -0.3% 0.88% −0.01
MMM 3M Co. Reduce -0.7% 0.17% −0.00
MRK Merck & Co. Inc. Reduce -6.6% 0.02% +0.00
TJX TJX Companies Inc. Reduce -1.2% 0.12% +0.01
HD Home Depot Inc. Reduce -0.7% 0.36% +0.01
ABBV Abbvie Inc. Reduce -0.1% 0.39% +0.02
AAPL Apple Inc. Reduce -0.9% 1.51% +0.02
PEP Pepsico Inc. Reduce -0.3% 0.26% +0.04
KO The Coca-Cola Co. Reduce -1.8% 1.00% +0.15
PG The Procter & Gamble Co. Reduce -0.5% 5.20% +0.47
BRK.A Berkshire Hathaway Inc. Class A Reduce -1.8% 20.05% +0.49
JNJ Johnson & Johnson Reduce -0.2% 7.97% +1.81

Portfolio Buys Q4 2025 → Q1 2026
BRK.B Berkshire Hathaway Inc. Class B Add +0.9% 18.00% +0.95
FAST Fastenal Co. Add +25.6% 1.24% +0.46
ASML ASML Holding NV-NY Reg SHS Add +20.0% 1.05% +0.40
APD Air Products & Chemicals Inc. Add +2.0% 1.50% +0.36
UNP Union Pacific Corp. Add +1.0% 1.65% +0.23
RBA RB Global Inc. Add +17.3% 0.26% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +1.4% 0.31% +0.02
VOO Vanguard S&P 500 ETF Add +0.9% 0.02% +0.00
UBER Uber Technologies Inc. Add +0.9% 0.26% −0.01
MKC McCormick & Co.-Non VTG SHRS Add +0.6% 0.06% −0.01

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