Q3 2026 13F · SEC CIK 1056827

Armstrong Henry H Associates Inc

Investment managerFiled 2026-10-07 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 61
Top holdings a year, 3 yrs: +12.2%
Average holding period: 12.9 yrs

Armstrong Henry H Associates Inc is an investment manager that reported 61 positions worth $1.1B in its Q3 2026 13F, filed 2026-10-07. Its largest holdings were Microsoft Corp (MSFT, 28.4%), Berkshire Hathaway Inc Del (BRK-A, 17.9%), Berkshire Hathaway Inc Del (BRK-B, 16.6%). A portfolio copying its top holdings returned 12.2% a year over the last 3 years, against 20.4% for the S&P 500.

Armstrong Henry H Associates Inc holdings largest 50 of 61 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Armstrong Henry H Associates Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	28.4%	22.5%	619,403	-0.5%	$317.7M
BRK-ABerkshire Hathaway Inc Del	17.9%	19.6%	268	-0.7%	$200.2M
BRK-BBerkshire Hathaway Inc Del	16.6%	18.2%	372,534	-0.7%	$185.5M
JNJJohnson & Johnson	7.6%	7.9%	322,616	-0.1%	$85.4M
MCOMoodys Corp	5.9%	6.3%	146,162	+1.3%	$66.4M
PGProcter & Gamble Co	4.5%	5.0%	346,080	-1.1%	$50.3M
GOOGAlphabet Inc	2.8%	3.2%	92,723	+0.0%	$31.6M
UNPUnion Pac Corp	1.7%	1.8%	69,594	+1.3%	$18.9M
AAPLApple Inc	1.7%	1.6%	56,200	-0.8%	$18.7M
ASMLAsml Hldg NV	1.5%	1.6%	9,516	+13.9%	$17.2M
APDAir Products and Chemicals I	1.4%	1.6%	57,810	+3.6%	$16.1M
FASTFastenal Co	1.3%	1.3%	288,897	+6.9%	$14.3M
KOCoca Cola Co	0.9%	1.0%	122,971	-3.7%	$10.6M
GOOGLAlphabet Inc	0.7%	0.8%	24,255	-0.2%	$8.3M
MDTMedtronic PLC	0.7%	0.7%	86,445	-8.3%	$7.5M
MAMastercard Incorporated	0.6%	0.6%	12,645	+1.6%	$7.0M
ABBVAbbvie Inc	0.4%	0.4%	17,027	-3.4%	$4.5M
RBARb Global Inc	0.4%	0.5%	53,226	+30.1%	$4.3M
GEGe Aerospace	0.3%	0.4%	12,043	+0.0%	$3.8M
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	4,742	+0.0%	$3.6M
NVDANvidia Corporation	0.3%	0.3%	15,372	+0.0%	$3.5M
ADPAutomatic Data Processing in	0.3%	0.3%	13,275	-4.3%	$3.4M
HDHome Depot Inc	0.3%	0.4%	10,736	-0.7%	$3.1M
AMZNAmazon Com Inc	0.3%	0.3%	11,732	+0.0%	$2.9M
GEVGe Vernova Inc	0.2%	0.3%	2,600	+0.0%	$2.5M
JJacobs Solutions Inc	0.2%	0.2%	17,081	+0.0%	$2.3M
VVisa Inc	0.2%	0.2%	6,257	+0.0%	$2.2M
PEPPepsico Inc	0.2%	0.2%	15,339	-4.9%	$1.9M
MUMicron Technology Inc	0.2%	0.2%	1,800	+0.0%	$1.9M
MMM3m Co	0.2%	0.2%	11,500	+0.0%	$1.9M
VTIVanguard Index Fds	0.1%	0.2%	4,457	+0.2%	$1.7M
ABTAbbott Laboratories	0.1%	0.2%	16,750	-8.4%	$1.7M
DCIDonaldson Inc	0.1%	0.1%	18,795	+18.4%	$1.6M
WATWaters Corp	0.1%	0.1%	3,375	-8.2%	$1.5M
XOMExxonmobil Holdings Corp	0.1%	—	6,657	—	$1.1M
CDNACareDx, Inc.	0.1%	0.0%	16,036	+0.0%	$1.0M
ADSKAutodesk Inc	0.1%	0.1%	4,883	+4.3%	$1.0M
TJXTjx Cos Inc New	0.1%	0.1%	7,382	-3.9%	$977K
COSTCostco Wholesale Corporation	0.1%	0.1%	1,071	+0.0%	$975K
DISDisney Walt Co	0.1%	0.1%	8,999	-0.4%	$944K
VOVanguard Index Fds	0.1%	0.1%	8,992	+0.0%	$705K
GLWCorning Inc	0.1%	0.1%	4,300	+0.0%	$661K
WMTWalmart Inc	0.1%	0.1%	6,051	-2.7%	$629K
EMREmerson Elec Co	0.1%	0.1%	3,874	+0.0%	$601K
AMDAdvanced Micro Devices Inc	0.0%	0.1%	900	+0.0%	$551K
VBVanguard Index Fds	0.0%	0.1%	1,745	+0.0%	$496K
IBMInternational Business Machs	0.0%	0.1%	2,238	+0.0%	$492K
PFEPfizer Inc	0.0%	0.0%	15,294	-0.6%	$436K
SCHWCharles Schwab Corp (the)	0.0%	0.0%	4,091	+0.0%	$400K
SHWSherwin Williams Co	0.0%	0.0%	1,200	+0.0%	$388K

What Armstrong Henry H Associates Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +4.9% /yr; S&P 500 +20.1%
3 years: +12.2% /yr; S&P 500 +20.4%
5 years: +7.8% /yr; S&P 500 +10.4%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.1B	61
Q2 2026	$1.0B	64
Q1 2026	$981.4M	61
Q4 2025	$1.1B	62
Q3 2025	$1.1B	62
Q2 2025	$1.1B	58
Q1 2025	$1.0B	58
Q4 2024	$1.0B	58
Q3 2024	$1.0B	63
Q2 2024	$1.0B	56
Q1 2024	$1.0B	56
Q4 2023	$941.2M	58

Questions about Armstrong Henry H Associates Inc's portfolio

What stocks does Armstrong Henry H Associates Inc own?

Armstrong Henry H Associates Inc's latest 13F, for Q3 2026 and filed Oct 7, 2026, lists 61 positions worth $1.1B. The largest are Microsoft Corp (MSFT) at 28.4%, Berkshire Hathaway Inc Del (BRK-A) at 17.9%, Berkshire Hathaway Inc Del (BRK-B) at 16.6%, Johnson & Johnson (JNJ) at 7.6% and Moodys Corp (MCO) at 5.9%.

What did Armstrong Henry H Associates Inc buy last quarter?

In Q3 2026, Armstrong Henry H Associates Inc added Rb Global Inc (RBA) (+30.1% shares), Donaldson Inc (DCI) (+18.4% shares) and Asml Hldg NV (ASML) (+13.9% shares), compared with its Q2 2026 filing.

What did Armstrong Henry H Associates Inc sell last quarter?

In Q3 2026, Armstrong Henry H Associates Inc cut from its top 50 Uber Technologies Inc (UBER), Abbott Laboratories (ABT) (-8.4% shares), Medtronic PLC (MDT) (-8.3% shares) and Waters Corp (WAT) (-8.2% shares), compared with its Q2 2026 filing.

How has Armstrong Henry H Associates Inc's portfolio performed?

A portfolio copying Armstrong Henry H Associates Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +4.9% against +20.1%. Over 5 years: +7.8% a year against +10.4%.

When is Armstrong Henry H Associates Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Armstrong Henry H Associates Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.