Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ARMSTRONG HENRY H ASSOCIATES INC (CIK 1056827) reported $981.4M across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($232.6M, 23.70%), BRK/A ($196.8M, 20.05%), BRK/B ($176.7M, 18.00%), JNJ ($78.2M, 7.97%), MCO ($62.9M, 6.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $232.6M | 23.70% | 628,422 | Trimmed |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $196.8M | 20.05% | 274 | Trimmed |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $176.7M | 18.00% | 368,685 | Added |
| 4 | JNJ | JOHNSON & JOHNSON | $78.2M | 7.97% | 320,096 | Trimmed |
| 5 | MCO | MOODYS CORP | $62.9M | 6.41% | 144,120 | Trimmed |
| 6 | PG | PROCTER & GAMBLE CO | $51.0M | 5.20% | 353,180 | Trimmed |
| 7 | GOOG | ALPHABET INC | $26.7M | 2.72% | 92,935 | Trimmed |
| 8 | UNP | UNION PAC CORP | $16.2M | 1.65% | 66,792 | Added |
| 9 | AAPL | APPLE INC | $14.8M | 1.51% | 58,401 | Trimmed |
| 10 | APD | AIR PRODUCTS AND CHEMICALS I | $14.7M | 1.50% | 50,604 | Added |
| 11 | FAST | FASTENAL CO | $12.2M | 1.24% | 263,274 | Added |
| 12 | ASML | ASML HLDG NV | $10.3M | 1.05% | 7,797 | Added |
| 13 | KO | COCA COLA CO | $9.8M | 1.00% | 129,057 | Trimmed |
| 14 | MDT | MEDTRONIC PLC | $8.6M | 0.88% | 99,609 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $7.0M | 0.72% | 24,492 | Trimmed |
| 16 | MA | MASTERCARD INCORPORATED | $6.5M | 0.66% | 13,050 | Trimmed |
| 17 | ABBV | ABBVIE INC | $3.9M | 0.39% | 17,723 | Trimmed |
| 18 | HD | HOME DEPOT INC | $3.6M | 0.36% | 10,816 | Trimmed |
| 19 | GE | GE AEROSPACE | $3.4M | 0.35% | 12,043 | Hold |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $3.1M | 0.31% | 4,742 | Added |
| 21 | ADP | AUTOMATIC DATA PROCESSING IN | $2.8M | 0.29% | 13,865 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $2.7M | 0.27% | 15,372 | Hold |
| 23 | UBER | UBER TECHNOLOGIES INC | $2.6M | 0.26% | 35,740 | Added |
| 24 | RBA | RB GLOBAL INC | $2.6M | 0.26% | 27,034 | Added |
| 25 | PEP | PEPSICO INC | $2.5M | 0.26% | 16,136 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31