Armstrong Henry H Associates Inc 13F 持仓 · 2026年Q3
Armstrong Henry H Associates 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 11.18 亿美元。前几大持仓：MSFT（28.41%）、BRK/A（17.90%）、BRKB（16.59%）。本季前 25 大持仓中：增持 9 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $317.7M | 28.41% | 619,403 | 减持 |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $200.2M | 17.90% | 268 | 减持 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $185.5M | 16.59% | 372,534 | 减持 |
| 4 | JNJ | JOHNSON & JOHNSON | $85.4M | 7.64% | 322,616 | 减持 |
| 5 | MCO | MOODYS CORP | $66.4M | 5.94% | 146,162 | 增持 |
| 6 | PG | PROCTER & GAMBLE CO | $50.3M | 4.50% | 346,080 | 减持 |
| 7 | GOOG | ALPHABET INC | $31.6M | 2.83% | 92,723 | 增持 |
| 8 | UNP | UNION PAC CORP | $18.9M | 1.69% | 69,594 | 增持 |
| 9 | AAPL | APPLE INC | $18.7M | 1.67% | 56,200 | 减持 |
| 10 | ASML | ASML HLDG NV | $17.2M | 1.54% | 9,516 | 增持 |
| 11 | APD | AIR PRODUCTS AND CHEMICALS I | $16.1M | 1.44% | 57,810 | 增持 |
| 12 | FAST | FASTENAL CO | $14.3M | 1.28% | 288,897 | 增持 |
| 13 | KO | COCA COLA CO | $10.6M | 0.95% | 122,971 | 减持 |
| 14 | GOOGL | ALPHABET INC | $8.3M | 0.75% | 24,255 | 减持 |
| 15 | MDT | MEDTRONIC PLC | $7.5M | 0.67% | 86,445 | 减持 |
| 16 | MA | MASTERCARD INCORPORATED | $7.0M | 0.62% | 12,645 | 增持 |
| 17 | ABBV | ABBVIE INC | $4.5M | 0.40% | 17,027 | 减持 |
| 18 | RBA | RB GLOBAL INC | $4.3M | 0.39% | 53,226 | 增持 |
| 19 | GE | GE AEROSPACE | $3.8M | 0.34% | 12,043 | 持平 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $3.6M | 0.32% | 4,742 | 增持 |
| 21 | ADP | AUTOMATIC DATA PROCESSING IN | $3.4M | 0.31% | 13,275 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $3.5M | 0.31% | 15,372 | 持平 |
| 23 | HD | HOME DEPOT INC | $3.1M | 0.27% | 10,736 | 减持 |
| 24 | AMZN | AMAZON COM INC | $2.9M | 0.26% | 11,732 | 持平 |
| 25 | GEV | GE VERNOVA INC | $2.5M | 0.22% | 2,600 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR