§ 13F · FUND PROFILE
ARMSTRONG HENRY H ASSOCIATES INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 63Turnover · — · Q1Filed · Apr 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 628K | $233M | 23.7% | −1% |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 274 | $197M | 20.1% | −2% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 367K | $176M | 17.9% | +1% |
| 4 | JNJ | JOHNSON & JOHNSON | 320K | $78M | 8.0% | ±0% |
| 5 | MCO | MOODYS CORP | 144K | $63M | 6.4% | ±0% |
| 6 | PG | PROCTER & GAMBLE CO | 353K | $51M | 5.2% | ±0% |
| 7 | GOOG | ALPHABET INC | 93K | $27M | 2.7% | −1% |
| 8 | UNP | UNION PAC CORP | 67K | $16M | 1.7% | +1% |
| 9 | AAPL | APPLE INC | 58K | $15M | 1.5% | −1% |
| 10 | APD | AIR PRODUCTS AND CHEMICALS I | 51K | $15M | 1.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARMSTRONG SIGNAL
AC read
ARMSTRONG HENRY H ASSOCIATES INC is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed