Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ARMSTRONG HENRY H ASSOCIATES INC (CIK 1056827) reported $1.03B across 64 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MSFT ($232.2M, 22.48%), BRK/A ($202.2M, 19.58%), BRKB ($187.7M, 18.18%), JNJ ($82.0M, 7.94%), MCO ($65.3M, 6.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $232.2M | 22.48% | 622,401 | Trimmed |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $202.2M | 19.58% | 270 | Trimmed |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $187.7M | 18.18% | 375,150 | Added |
| 4 | JNJ | JOHNSON & JOHNSON | $82.0M | 7.94% | 322,853 | Added |
| 5 | MCO | MOODYS CORP | $65.3M | 6.33% | 144,243 | Added |
| 6 | PG | PROCTER & GAMBLE CO | $51.3M | 4.97% | 349,810 | Trimmed |
| 7 | GOOG | ALPHABET INC | $32.7M | 3.17% | 92,688 | Trimmed |
| 8 | UNP | UNION PAC CORP | $18.7M | 1.81% | 68,701 | Added |
| 9 | ASML | ASML HLDG NV | $16.6M | 1.61% | 8,355 | Added |
| 10 | AAPL | APPLE INC | $16.4M | 1.59% | 56,648 | Trimmed |
| 11 | APD | AIR PRODUCTS AND CHEMICALS I | $16.4M | 1.58% | 55,789 | Added |
| 12 | FAST | FASTENAL CO | $13.0M | 1.26% | 270,143 | Added |
| 13 | KO | COCA COLA CO | $10.4M | 1.01% | 127,722 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $8.7M | 0.84% | 24,305 | Trimmed |
| 15 | MDT | MEDTRONIC PLC | $7.4M | 0.71% | 94,280 | Trimmed |
| 16 | MA | MASTERCARD INCORPORATED | $6.4M | 0.62% | 12,440 | Trimmed |
| 17 | RBA | RB GLOBAL INC | $4.8M | 0.46% | 40,909 | Added |
| 18 | GE | GE AEROSPACE | $4.5M | 0.44% | 12,043 | Hold |
| 19 | ABBV | ABBVIE INC | $4.4M | 0.43% | 17,623 | Trimmed |
| 20 | HD | HOME DEPOT INC | $3.8M | 0.37% | 10,816 | Hold |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 0.34% | 4,741 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $3.1M | 0.30% | 15,372 | Hold |
| 23 | GEV | GE VERNOVA INC | $3.1M | 0.30% | 2,600 | Hold |
| 24 | ADP | AUTOMATIC DATA PROCESSING IN | $3.1M | 0.30% | 13,865 | Hold |
| 25 | AMZN | AMAZON COM INC | $2.8M | 0.27% | 11,732 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30