ARMSTRONG HENRY H ASSOCIATES INC
Q2 2026 13F filing
Updated 67 days ago65 disclosed positions worth $1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MSFT MICROSOFT CORP | $232.2M | 622.4K | 22.48% | Trimmed(-1.0%) |
| 2 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $202.2M | 270 | 19.58% | Trimmed(-1.5%) |
| 3 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $187M | 373.7K | 18.11% | Added(+25583.5%) |
| 4 | J JNJ JOHNSON & JOHNSON | $82M | 322.9K | 7.94% | Added(+0.9%) |
| 5 | M MCO MOODYS CORP | $65.3M | 144.2K | 6.33% | Added(+0.1%) |
| 6 | P PG PROCTER & GAMBLE CO | $51.3M | 349.8K | 4.97% | Trimmed(-0.9%) |
| 7 | G GOOGN ALPHABET INC | $32.7M | 92.7K | 3.17% | Trimmed(-0.3%) |
| 8 | U UNP UNION PAC CORP | $18.7M | 68.7K | 1.81% | Added(+2.9%) |
| 9 | ? N/A ASML HLDG NV | $16.6M | 8.4K | 1.61% | Added(+7.2%) |
| 10 | A AAPL APPLE INC | $16.4M | 56.6K | 1.59% | Trimmed(-3.0%) |
| 11 | ? N/A AIR PRODUCTS AND CHEMICALS I | $16.4M | 55.8K | 1.58% | Added(+10.3%) |
| 12 | F FAST FASTENAL CO | $13M | 270.1K | 1.26% | Added(+2.6%) |
| 13 | K KO COCA COLA CO | $10.4M | 127.7K | 1.01% | Trimmed(-1.0%) |
| 14 | G GOOGN ALPHABET INC | $8.7M | 24.3K | 0.84% | Trimmed(-0.8%) |
| 15 | M MDT MEDTRONIC PLC | $7.4M | 94.3K | 0.71% | Trimmed(-5.3%) |
| 16 | M MA MASTERCARD INCORPORATED | $6.4M | 12.4K | 0.62% | Trimmed(-4.7%) |
| 17 | R RBA RB GLOBAL INC | $4.8M | 40.9K | 0.46% | Added(+51.3%) |
| 18 | G GE GE AEROSPACE | $4.5M | 12.0K | 0.44% | Unchanged |
| 19 | A ABBV ABBVIE INC | $4.4M | 17.6K | 0.43% | Trimmed(-0.6%) |
| 20 | H HD HOME DEPOT INC | $3.8M | 10.8K | 0.37% | Unchanged |
| 21 | S SPY STATE STR SPDR S&P 500 ETF T | $3.5M | 4.7K | 0.34% | Trimmed(-0.0%) |
| 22 | A ADP AUTOMATIC DATA PROCESSING IN | $3.1M | 13.9K | 0.30% | Unchanged |
| 23 | N NVDA NVIDIA CORPORATION | $3.1M | 15.4K | 0.30% | Unchanged |
| 24 | G GEV GE VERNOVA INC | $3.1M | 2.6K | 0.30% | Unchanged |
| 25 | A AMZN AMAZON COM INC | $2.8M | 11.7K | 0.27% | Unchanged |
| 26 | P PEP PEPSICO INC | $2.2M | 16.1K | 0.21% | Unchanged |
| 27 | J J JACOBS SOLUTIONS INC | $2.2M | 17.1K | 0.21% | Unchanged |
| 28 | ? N/A VISA INC | $2.1M | 6.3K | 0.21% | Trimmed(-0.2%) |
| 29 | M MU MICRON TECHNOLOGY INC | $2.1M | 1.8K | 0.20% | Unchanged |
| 30 | M MMM 3M CO | $1.9M | 11.5K | 0.18% | Unchanged |
| 31 | U UBER UBER TECHNOLOGIES INC | $1.8M | 25.5K | 0.18% | Trimmed(-28.7%) |
| 32 | A ABT ABBOTT LABORATORIES | $1.7M | 18.3K | 0.16% | Trimmed(-0.5%) |
| 33 | ? N/A VANGUARD INDEX FDS | $1.6M | 4.4K | 0.16% | Unchanged |
| 34 | D DCI DONALDSON INC | $1.4M | 15.9K | 0.14% | Added(+467.1%) |
| 35 | W WAT WATERS CORP | $1.4M | 3.7K | 0.13% | Trimmed(-6.9%) |
| 36 | ? N/A TJX COS INC NEW | $1.2M | 7.7K | 0.11% | Added(+0.1%) |
| 37 | G GLW CORNING INC | $1.1M | 4.3K | 0.11% | Trimmed(-3.4%) |
| 38 | C COST COSTCO WHOLESALE CORPORATION | $1M | 1.1K | 0.10% | Unchanged |
| 39 | ? N/A AUTODESK INC | $910K | 4.7K | 0.09% | Added(+34.8%) |
| 40 | D DIS DISNEY WALT CO | $870K | 9.0K | 0.08% | Trimmed(-0.2%) |
| 41 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $728K | 1.5K | 0.07% | Unchanged |
| 42 | V VGES VANGUARD INDEX FDS | $724K | 9.0K | 0.07% | Added(+300.0%) |
| 43 | W WMT WALMART INC | $705K | 6.2K | 0.07% | Trimmed(-2.3%) |
| 44 | I IBM INTERNATIONAL BUSINESS MACHS | $629K | 2.2K | 0.06% | Unchanged |
| 45 | E EMR EMERSON ELEC CO | $555K | 3.9K | 0.05% | Trimmed(-4.0%) |
| 46 | ? N/A VANGUARD INDEX FDS | $529K | 1.7K | 0.05% | Unchanged |
| 47 | A AMD ADVANCED MICRO DEVICES INC | $523K | 900 | 0.05% | — |
| 48 | ? N/A CAREDX INC | $457K | 16.0K | 0.04% | Unchanged |
| 49 | S SHW SHERWIN WILLIAMS CO | $413K | 1.2K | 0.04% | Unchanged |
| 50 | S SCHW-PJ SCHWAB CHARLES CORP | $377K | 4.1K | 0.04% | Trimmed(-32.8%) |