§ 13F · FUND PROFILE
ARMSTRONG HENRY H ASSOCIATES INC.
AUM · $1.0B (13F)Positions · 65Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 622K | $232M | 22.5% | −1% |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 270 | $202M | 19.6% | −1% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 374K | $187M | 18.1% | +2% |
| 4 | JNJ | JOHNSON & JOHNSON | 323K | $82M | 7.9% | +1% |
| 5 | MCO | MOODYS CORP | 144K | $65M | 6.3% | ±0% |
| 6 | PG | PROCTER & GAMBLE CO | 350K | $51M | 5.0% | −1% |
| 7 | GOOG | ALPHABET INC | 93K | $33M | 3.2% | ±0% |
| 8 | UNP | UNION PAC CORP | 69K | $19M | 1.8% | +3% |
| 9 | ASML | ASML HLDG NV | 8K | $17M | 1.6% | +7% |
| 10 | AAPL | APPLE INC | 57K | $16M | 1.6% | −3% |
§ 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 $1.0 billion in assets. The fund runs a portfolio of 65 positions.
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