ARMSTRONG HENRY H ASSOCIATES INC
CIK: 1056827SEC EDGAR →
Portfolio Value
$41.1B
Holdings
64
As of
Q2 2026
New Positions
4
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FASTENAL CO | 270,143 | $13.0B | 31.60% |
| 2 | COCA COLA CO | 127,722 | $10.4B | 25.28% |
| 3 | MEDTRONIC PLC | 94,280 | $7.4B | 17.96% |
| 4 | UBER TECHNOLOGIES INC | 25,470 | $1.8B | 4.48% |
| 5 | ABBOTT LABORATORIES | 18,293 | $1.7B | 4.04% |
| 6 | DONALDSON INC | 15,880 | $1.4B | 3.47% |
| 7 | DISNEY WALT CO | 9,039 | $870.0M | 2.12% |
| 8 | VANGUARD INDEX FDS | 8,992 | $724.5M | 1.76% |
| 9 | CAREDX INC | 16,036 | $457.0M | 1.11% |
| 10 | SCHWAB CHARLES CORP | 4,091 | $377.5M | 0.92% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 10 | $14.4B | 35.2% |
| Healthcare | 12 | $11.0B | 26.7% |
| Consumer Defensive | 5 | $10.4B | 25.4% |
| Technology | 12 | $2.3B | 5.7% |
| Financial Services | 11 | $1.6B | 3.8% |
| Communication Services | 4 | $934.6M | 2.3% |
| Unknown | 2 | $389.9M | 0.9% |
| Basic Materials | 2 | $16.8M | 0.0% |
| Consumer Cyclical | 4 | $8.0M | 0.0% |
| Utilities | 1 | $3.1M | 0.0% |
| Energy | 1 | $245K | 0.0% |