ARMSTRONG HENRY H ASSOCIATES INC
CIK: 0001056827SEC EDGAR →
Portfolio Value
$1.1B
Holdings
62
As of
Q4 2025
New Positions
4
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 634,137 | $306.7M | 28.48% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 279 | $210.6M | 19.56% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 365,272 | $183.6M | 17.05% |
| 4 | MOODYS CORP | 144,224 | $73.7M | 6.84% |
| 5 | JOHNSON & JOHNSON | 320,797 | $66.4M | 6.17% |
| 6 | PROCTER AND GAMBLE CO | 354,872 | $50.9M | 4.72% |
| 7 | ALPHABET INC | 93,770 | $29.4M | 2.73% |
| 8 | APPLE INC | 58,963 | $16.0M | 1.49% |
| 9 | UNION PAC CORP | 66,130 | $15.3M | 1.42% |
| 10 | AIR PRODS & CHEMS INC | 49,632 | $12.3M | 1.14% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 2 | $394.2M | 36.6% |
| Technology | 9 | $338.0M | 31.4% |
| Financial Services | 11 | $91.1M | 8.5% |
| Healthcare | 12 | $86.1M | 8.0% |
| Consumer Defensive | 5 | $64.0M | 5.9% |
| Communication Services | 4 | $41.3M | 3.8% |
| Industrials | 10 | $38.6M | 3.6% |
| Basic Materials | 2 | $12.6M | 1.2% |
| Consumer Cyclical | 4 | $7.9M | 0.7% |
| Utilities | 1 | $1.7M | 0.2% |
| Energy | 2 | $1.2M | 0.1% |