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Armstrong Henry H Associates Inc Portfolio
$1.1B across 61 positions as of 2026-09-30, with 89% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+3.4%
-11.0% a year vs the S&P 500
3 years
+13.6%
-7.7% a year vs the S&P 500
5 years
+8.3%
-3.9% a year vs the S&P 500
Quarters ahead
9 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +9.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +4.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -8.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | -0.7% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +4.3% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +3.8% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.0% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MSFTMicrosoft Corp | $317.7M | 28.4% | 619,403 |
| BRK.ABerkshire Hathaway Inc | $200.2M | 17.9% | 268 |
| BRK.BBerkshire Hathaway Inc | $185.5M | 16.6% | 372,534 |
| JNJJohnson & Johnson | $85.4M | 7.6% | 322,616 |
| MCOMoody's Corp | $66.4M | 5.9% | 146,162 |
| PGProcter & Gamble Co | $50.3M | 4.5% | 346,080 |
| GOOGAlphabet Inc | $31.6M | 2.8% | 92,723 |
| UNPUnion Pacific Corp | $18.9M | 1.7% | 69,594 |
| AAPLApple Inc | $18.7M | 1.7% | 56,200 |
| ASML HLDG NV | $17.2M | 1.5% | 9,516 |
| APDAir Products and Chemicals Inc | $16.1M | 1.4% | 57,810 |
| FASTFastenal Co | $14.3M | 1.3% | 288,897 |
| KOCoca-Cola Co | $10.6M | 0.9% | 122,971 |
| GOOGLAlphabet Inc | $8.3M | 0.7% | 24,255 |
| MEDTRONIC PLC | $7.5M | 0.7% | 86,445 |
| MAMastercard Inc | $7M | 0.6% | 12,645 |
| ABBVAbbVie Inc | $4.5M | 0.4% | 17,027 |
| RBARB Global Inc | $4.3M | 0.4% | 53,226 |
| GEGeneral Electric Co | $3.8M | 0.3% | 12,043 |
| SPYState Street SPDR S&P 500 ETF Trust | $3.6M | 0.3% | 4,742 |
| NVDANVIDIA Corp | $3.5M | 0.3% | 15,372 |
| ADPAutomatic Data Processing Inc | $3.4M | 0.3% | 13,275 |
| HDHome Depot Inc | $3.1M | 0.3% | 10,736 |
| AMZNAmazon.com Inc | $2.9M | 0.3% | 11,732 |
| GEVGE Vernova Inc | $2.5M | 0.2% | 2,600 |
| JJacobs Solutions Inc | $2.3M | 0.2% | 17,081 |
| VVisa Inc | $2.2M | 0.2% | 6,257 |
| PEPPepsiCo Inc | $1.9M | 0.2% | 15,339 |
| MUMicron Technology Inc | $1.9M | 0.2% | 1,800 |
| MMM3M Co | $1.9M | 0.2% | 11,500 |
| VTIVanguard Total Stock Market ETF | $1.7M | 0.1% | 4,457 |
| ABTAbbott Laboratories | $1.7M | 0.1% | 16,750 |
| DCIDonaldson Company Inc | $1.6M | 0.1% | 18,795 |
| WATWaters Corp | $1.5M | 0.1% | 3,375 |
| XOMExxonmobil Holdings Corp | $1.1M | 0.1% | 6,657 |
| CDNACareDx Inc | $1M | 0.1% | 16,036 |
| ADSKAutodesk Inc | $1M | 0.1% | 4,883 |
| TJXTJX Companies Inc | $976.7K | 0.1% | 7,382 |
| COSTCostco Wholesale Corp | $975K | 0.1% | 1,071 |
| DISWalt Disney Co | $944K | 0.1% | 8,999 |
| VOVanguard Mid-Cap ETF | $705.2K | 0.1% | 8,992 |
| GLWCorning Inc | $661.2K | 0.1% | 4,300 |
| WMTWalmart Inc | $628.8K | 0.1% | 6,051 |
| EMREmerson Electric Co | $600.9K | 0.1% | 3,874 |
| AMDAdvanced Micro Devices Inc | $550.6K | 0.0% | 900 |
| VBVanguard Small-Cap ETF | $496.4K | 0.0% | 1,745 |
| IBMInternational Business Machines Corp | $492.2K | 0.0% | 2,238 |
| PFEPfizer Inc | $436.2K | 0.0% | 15,294 |
| SCHWCharles Schwab Corp | $399.9K | 0.0% | 4,091 |
| SHWSherwin-Williams Co | $387.9K | 0.0% | 1,200 |
| IVViShares Core S&P 500 ETF | $319.4K | 0.0% | 417 |
| MKCMcCormick & Company Inc | $315.4K | 0.0% | 6,798 |
| CVXChevron Corp | $301.8K | 0.0% | 1,478 |
| RTXRTX Corp | $296.7K | 0.0% | 1,598 |
| SOLVSolventum Corp | $279.9K | 0.0% | 3,175 |
| MRKMerck & Co Inc | $267.8K | 0.0% | 1,843 |
| BHCBausch Health Companies Inc | $256.1K | 0.0% | 43,935 |
| NVONovo Nordisk A/S | $252.6K | 0.0% | 6,664 |
| VOOVanguard S&P 500 ETF | $230.1K | 0.0% | 328 |
| GEHCGE Healthcare Technologies Inc | $228.1K | 0.0% | 3,489 |
| NEXTDOOR HOLDINGS INC | $24.8K | 0.0% | 10,209 |
Quarter ending 2026-09-30.
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