ARMSTRONG HENRY H ASSOCIATES INC
CIK: 1056827SEC EDGAR →
Portfolio Value
$45.0B
Holdings
61
As of
Q3 2026
New Positions
0
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FASTENAL CO | 288,897 | $14.3B | 31.80% |
| 2 | COCA COLA CO | 122,971 | $10.6B | 23.53% |
| 3 | MEDTRONIC PLC | 86,445 | $7.5B | 16.58% |
| 4 | RB GLOBAL INC | 53,226 | $4.3B | 9.63% |
| 5 | ABBOTT LABORATORIES | 16,750 | $1.7B | 3.68% |
| 6 | DONALDSON INC | 18,795 | $1.6B | 3.64% |
| 7 | CAREDX INC | 16,036 | $1.0B | 2.32% |
| 8 | VANGUARD INDEX FDS | 8,992 | $705.2M | 1.57% |
| 9 | PFIZER INC | 15,294 | $436.2M | 0.97% |
| 10 | CHARLES SCHWAB CORP (THE) | 4,091 | $399.9M | 0.89% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 10 | $20.3B | 45.1% |
| Healthcare | 12 | $11.7B | 26.0% |
| Consumer Defensive | 5 | $10.6B | 23.6% |
| Financial Services | 11 | $1.5B | 3.3% |
| Unknown | 3 | $386.8M | 0.9% |
| Technology | 10 | $365.2M | 0.8% |
| Communication Services | 4 | $65.7M | 0.1% |
| Basic Materials | 2 | $16.5M | 0.0% |
| Consumer Cyclical | 3 | $7.0M | 0.0% |
| Energy | 1 | $302K | 0.0% |