ARMSTRONG HENRY H ASSOCIATES INC
CIK: 1056827SEC EDGAR →
Portfolio Value
$40.7B
Holdings
61
As of
Q1 2026
New Positions
61
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FASTENAL CO | 263,274 | $12.2B | 30.01% |
| 2 | COCA COLA CO | 129,057 | $9.8B | 24.11% |
| 3 | MEDTRONIC PLC | 99,609 | $8.6B | 21.21% |
| 4 | RB GLOBAL INC | 27,034 | $2.6B | 6.37% |
| 5 | UBER TECHNOLOGIES INC | 35,740 | $2.6B | 6.32% |
| 6 | DISNEY WALT CO | 9,059 | $873.1M | 2.15% |
| 7 | MCCORMICK & CO INC | 11,663 | $588.3M | 1.45% |
| 8 | SCHWAB CHARLES CORP | 6,091 | $572.4M | 1.41% |
| 9 | PFIZER INC | 15,394 | $432.3M | 1.06% |
| 10 | CAREDX INC | 16,036 | $278.4M | 0.68% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 10 | $15.1B | 37.0% |
| Healthcare | 12 | $10.4B | 25.5% |
| Consumer Defensive | 5 | $9.9B | 24.3% |
| Technology | 9 | $2.8B | 7.0% |
| Financial Services | 11 | $1.2B | 3.0% |
| Communication Services | 4 | $921.1M | 2.3% |
| Unknown | 2 | $373.4M | 0.9% |
| Basic Materials | 2 | $15.1M | 0.0% |
| Consumer Cyclical | 3 | $7.2M | 0.0% |
| Utilities | 1 | $2.3M | 0.0% |
| Energy | 2 | $1.6M | 0.0% |