Sponsored

The Analysis of ARMSTRONG HENRY H ASSOCIATES INC's Holdings & P&L

Currently, ARMSTRONG HENRY H ASSOCIATES INC holds 64 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in BRK.B (+6.5K shares, valued at $3.2M), RBA (+13.9K shares, valued at $1.6M), APD (+5.2K shares, valued at $1.5M); decreased their positions in BRK.A (-4 shares, valued at $3.0M), MSFT (-6.0K shares, valued at $2.2M), UBER (-10.3K shares, valued at $741.1K); initiated new positions in AMD (+900 shares, valued at $522.8K), TSLA (+534 shares, valued at $224.6K), N/A (+1.9K shares, valued at $222.8K).

1M P&L

+76.6M+7.70%

3M P&L

+70.9M+7.08%

HY P&L

+85.8M+8.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure232.2M

23.1%

2N/A203.7M

20.3%

3Insurance - Diversified187.7M

18.7%

Top Industries by Stock Count

1N/A4 stocks

7.5%

2Drug Manufacturers - General4 stocks

7.5%

3Semiconductors4 stocks

7.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP622.4K shares-0.96%2026-06-302026-07-07

BRK.A BERKSHIRE HATHAWAY INC DEL270 shares-1.46%2026-06-302026-07-07

BRK.B BERKSHIRE HATHAWAY INC DEL375.1K shares1.75%2026-06-302026-07-07

JNJ JOHNSON & JOHNSON322.9K shares0.86%2026-06-302026-07-07

MCO MOODYS CORP144.2K shares0.09%2026-06-302026-07-07

PG PROCTER & GAMBLE CO349.8K shares-0.95%2026-06-302026-07-07

GOOG ALPHABET INC92.7K shares-0.27%2026-06-302026-07-07

UNP UNION PAC CORP68.7K shares2.86%2026-06-302026-07-07

Sponsored

ASML ASML HLDG NV8.4K shares7.16%2026-06-302026-07-07

AAPL APPLE INC56.6K shares-3.00%2026-06-302026-07-07

APD AIR PRODUCTS AND CHEMICALS I55.8K shares10.25%2026-06-302026-07-07

FAST FASTENAL CO270.1K shares2.61%2026-06-302026-07-07

KO COCA COLA CO127.7K shares-1.03%2026-06-302026-07-07

GOOGL ALPHABET INC24.3K shares-0.76%2026-06-302026-07-07

MEDTRONIC PLC MEDTRONIC PLC94.3K shares-5.35%2026-06-302026-07-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED12.4K shares-4.67%2026-06-302026-07-07

Sponsored

RBA RB GLOBAL INC40.9K shares51.32%2026-06-302026-07-07

GE GE AEROSPACE12.0K shares0.00%2026-06-302026-07-07

ABBVIE INC ABBVIE INC17.6K shares-0.56%2026-06-302026-07-07

HD HOME DEPOT INC10.8K shares0.00%2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.7K shares-0.02%2026-06-302026-07-07

ADP AUTOMATIC DATA PROCESSING IN13.9K shares0.00%2026-06-302026-07-07

NVDA NVIDIA CORPORATION15.4K shares0.00%2026-06-302026-07-07

GEV GE VERNOVA INC2.6K shares0.00%2026-06-302026-07-07

Sponsored

AMZN AMAZON COM INC11.7K shares0.00%2026-06-302026-07-07

PEP PEPSICO INC16.1K shares0.00%2026-06-302026-07-07

J JACOBS SOLUTIONS INC17.1K shares0.00%2026-06-302026-07-07

VISA INC VISA INC6.3K shares-0.16%2026-06-302026-07-07

MU MICRON TECHNOLOGY INC1.8K shares0.00%2026-06-302026-07-07

3M CO 3M CO11.5K shares0.00%2026-06-302026-07-07

UBER UBER TECHNOLOGIES INC25.5K shares-28.74%2026-06-302026-07-07

ABT ABBOTT LABORATORIES18.3K shares-0.54%2026-06-302026-07-07

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS4.4K shares0.00%2026-06-302026-07-07

DCI DONALDSON INC15.9K shares467.14%2026-06-302026-07-07

WAT WATERS CORP3.7K shares-6.93%2026-06-302026-07-07

TJX TJX COS INC NEW7.7K shares0.13%2026-06-302026-07-07

GLW CORNING INC4.3K shares-3.37%2026-06-302026-07-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.1K shares0.00%2026-06-302026-07-07

ADSK AUTODESK INC4.7K shares34.84%2026-06-302026-07-07

DIS DISNEY WALT CO9.0K shares-0.22%2026-06-302026-07-07

Sponsored

VO VANGUARD INDEX FDS9.0K shares300.00%2026-06-302026-07-07

WMT WALMART INC6.2K shares-2.25%2026-06-302026-07-07

IBM INTERNATIONAL BUSINESS MACHS2.2K shares0.00%2026-06-302026-07-07

EMR EMERSON ELEC CO3.9K shares-3.97%2026-06-302026-07-07

VB VANGUARD INDEX FDS1.7K shares0.00%2026-06-302026-07-07

AMD ADVANCED MICRO DEVICES INC900 sharesnew addition2026-06-302026-07-07

CDNA CAREDX INC16.0K shares0.00%2026-06-302026-07-07

SHW SHERWIN WILLIAMS CO1.2K shares0.00%2026-06-302026-07-07

Sponsored

SCHW SCHWAB CHARLES CORP4.1K shares-32.84%2026-06-302026-07-07

PFE PFIZER INC15.4K shares0.00%2026-06-302026-07-07

MKC MCCORMICK & CO INC7.3K shares-37.38%2026-06-302026-07-07

NVO NOVO-NORDISK A S6.7K shares0.00%2026-06-302026-07-07

ISHARES TR ISHARES TR417 shares0.00%2026-06-302026-07-07

RTX CORPORATION RTX CORPORATION1.6K shares0.00%2026-06-302026-07-07

VOO VANGUARD INDEX FDS418 shares23.30%2026-06-302026-07-07

CVX CHEVRON CORPORATION1.5K shares-6.34%2026-06-302026-07-07

Sponsored

SOLV SOLVENTUM CORP3.2K shares0.00%2026-06-302026-07-07

MRK MERCK & CO INC1.8K shares0.00%2026-06-302026-07-07

TSLA TESLA INC534 sharesnew addition2026-06-302026-07-07

GEHC GE HEALTHCARE TECHNOLOGIES I3.5K shares0.00%2026-06-302026-07-07

CISCO SYS INC CISCO SYS INC1.9K sharesnew addition2026-06-302026-07-07

STM STMICROELECTRONICS N V3.0K sharesnew addition2026-06-302026-07-07

BHC BAUSCH HEALTH COS INC44.2K shares0.00%2026-06-302026-07-07

NXDR NEXTDOOR HOLDINGS INC10.2K shares0.00%2026-06-302026-07-07

Sponsored

MSFT

MICROSOFT CORP

-0.96%

Shares622.4K

Event2026-06-30

Filed2026-07-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

-1.46%

Shares270

Event2026-06-30

Filed2026-07-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.75%

Shares375.1K

Event2026-06-30

Filed2026-07-07

JNJ

JOHNSON & JOHNSON

0.86%

Shares322.9K

Event2026-06-30

Filed2026-07-07

MCO

MOODYS CORP

0.09%

Shares144.2K

Event2026-06-30

Filed2026-07-07

PROCTER & GAMBLE CO

-0.95%

Shares349.8K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC

-0.27%

Shares92.7K

Event2026-06-30

Filed2026-07-07

UNP

UNION PAC CORP

2.86%

Shares68.7K

Event2026-06-30

Filed2026-07-07

ASML

ASML HLDG NV

7.16%

Shares8.4K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

-3.00%

Shares56.6K

Event2026-06-30

Filed2026-07-07

APD

AIR PRODUCTS AND CHEMICALS I

10.25%

Shares55.8K

Event2026-06-30

Filed2026-07-07

FAST

FASTENAL CO

2.61%

Shares270.1K

Event2026-06-30

Filed2026-07-07

COCA COLA CO

-1.03%

Shares127.7K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

-0.76%

Shares24.3K

Event2026-06-30

Filed2026-07-07

MEDTRONIC PLC

-5.35%

Shares94.3K

Event2026-06-30

Filed2026-07-07

MASTERCARD INCORPORATED

-4.67%

Shares12.4K

Event2026-06-30

Filed2026-07-07

RBA

RB GLOBAL INC

51.32%

Shares40.9K

Event2026-06-30

Filed2026-07-07

GE AEROSPACE

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

-0.56%

Shares17.6K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T

-0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-07

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-07

GEV

GE VERNOVA INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-07

PEP

PEPSICO INC

0.00%

Shares16.1K

Event2026-06-30

Filed2026-07-07

JACOBS SOLUTIONS INC

0.00%

Shares17.1K

Event2026-06-30

Filed2026-07-07

VISA INC

-0.16%

Shares6.3K

Event2026-06-30

Filed2026-07-07

MICRON TECHNOLOGY INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-07

3M CO

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-07

UBER

UBER TECHNOLOGIES INC

-28.74%

Shares25.5K

Event2026-06-30

Filed2026-07-07

ABT

ABBOTT LABORATORIES

-0.54%

Shares18.3K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-07

DCI

DONALDSON INC

467.14%

Shares15.9K

Event2026-06-30

Filed2026-07-07

WAT

WATERS CORP

-6.93%

Shares3.7K

Event2026-06-30

Filed2026-07-07

TJX

TJX COS INC NEW

0.13%

Shares7.7K

Event2026-06-30

Filed2026-07-07

GLW

CORNING INC

-3.37%

Shares4.3K

Event2026-06-30

Filed2026-07-07

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-07

ADSK

AUTODESK INC

34.84%

Shares4.7K

Event2026-06-30

Filed2026-07-07

DIS

DISNEY WALT CO

-0.22%

Shares9.0K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

300.00%

Shares9.0K

Event2026-06-30

Filed2026-07-07

WMT

WALMART INC

-2.25%

Shares6.2K

Event2026-06-30

Filed2026-07-07

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-07

EMR

EMERSON ELEC CO

-3.97%

Shares3.9K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-07

AMD

ADVANCED MICRO DEVICES INC

New

Shares900

Event2026-06-30

Filed2026-07-07

CDNA

CAREDX INC

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-07

SHW

SHERWIN WILLIAMS CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-07

SCHW

SCHWAB CHARLES CORP

-32.84%

Shares4.1K

Event2026-06-30

Filed2026-07-07

PFE

PFIZER INC

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-07

MKC

MCCORMICK & CO INC

-37.38%

Shares7.3K

Event2026-06-30

Filed2026-07-07

NVO

NOVO-NORDISK A S

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-07

ISHARES TR

0.00%

Shares417

Event2026-06-30

Filed2026-07-07

RTX CORPORATION

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD INDEX FDS

23.30%

Shares418

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

-6.34%

Shares1.5K

Event2026-06-30

Filed2026-07-07

SOLV

SOLVENTUM CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-07

MRK

MERCK & CO INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-07

TSLA

TESLA INC

New

Shares534

Event2026-06-30

Filed2026-07-07

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-07

STM

STMICROELECTRONICS N V

New

Shares3.0K

Event2026-06-30

Filed2026-07-07

BHC

BAUSCH HEALTH COS INC

0.00%

Shares44.2K

Event2026-06-30

Filed2026-07-07

NXDR

NEXTDOOR HOLDINGS INC

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available