Q2 2026 13F · SEC CIK 1056827
Armstrong Henry H Associates Inc
Investment managerFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.0B
- Reported positions
- 64
- Top holdings a year, 3 yrs
- +12.2%
- Average holding period
- 12.7 yrs
Armstrong Henry H Associates Inc is an investment manager that reported 64 positions worth $1.0B in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were Microsoft Corp (MSFT, 22.5%), Berkshire Hathaway Inc Del (BRK-A, 19.6%), Berkshire Hathaway Inc Del (BRK-B, 18.2%). A portfolio copying its top holdings returned 12.2% a year over the last 3 years, against 20.4% for the S&P 500.
Armstrong Henry H Associates Inc holdings largest 50 of 64 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Armstrong Henry H Associates Inc bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- VO Vanguard Index Fds+300.0% shares
- RBA Rb Global Inc+51.3% shares
- ADSK Autodesk Inc+34.8% shares
- APD Air Products and Chemicals Inc+10.2% shares
- ASML Asml Hldg NV+7.2% shares
Reduced
- SCHW Schwab Charles Corp-32.8% shares
- UBER Uber Technologies Inc-28.7% shares
- WAT Waters Corp.-6.9% shares
- MDT Medtronic PLC-5.3% shares
Left the top 50
- XOM Exxon Mobil Corpwas 0.1%
- MKC Mccormick & Co Incwas 0.1%
- CVX Chevron Corp Newwas 0.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +4.9% /yr
- S&P 500 +20.1%
- 3 years
- +12.2% /yr
- S&P 500 +20.4%
- 5 years
- +7.8% /yr
- S&P 500 +10.4%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.0B | 64 |
| Q1 2026 | $981.4M | 61 |
| Q4 2025 | $1.1B | 62 |
| Q3 2025 | $1.1B | 62 |
| Q2 2025 | $1.1B | 58 |
| Q1 2025 | $1.0B | 58 |
| Q4 2024 | $1.0B | 58 |
| Q3 2024 | $1.0B | 63 |
| Q2 2024 | $1.0B | 56 |
| Q1 2024 | $1.0B | 56 |
| Q4 2023 | $941.2M | 58 |
| Q3 2023 | $875.4M | 57 |
Questions about Armstrong Henry H Associates Inc's portfolio
What stocks does Armstrong Henry H Associates Inc own?
Armstrong Henry H Associates Inc's latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 64 positions worth $1.0B. The largest are Microsoft Corp (MSFT) at 22.5%, Berkshire Hathaway Inc Del (BRK-A) at 19.6%, Berkshire Hathaway Inc Del (BRK-B) at 18.2%, Johnson & Johnson (JNJ) at 7.9% and Moodys Corp (MCO) at 6.3%.
What did Armstrong Henry H Associates Inc buy last quarter?
In Q2 2026, Armstrong Henry H Associates Inc added Vanguard Index Fds (VO) (+300.0% shares), Rb Global Inc (RBA) (+51.3% shares) and Autodesk Inc (ADSK) (+34.8% shares), compared with its Q1 2026 filing.
What did Armstrong Henry H Associates Inc sell last quarter?
In Q2 2026, Armstrong Henry H Associates Inc cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Mccormick & Co Inc (MKC), cut from its top 50 Chevron Corp New (CVX), Schwab Charles Corp (SCHW) (-32.8% shares), Uber Technologies Inc (UBER) (-28.7% shares) and Waters Corp. (WAT) (-6.9% shares), compared with its Q1 2026 filing.
How has Armstrong Henry H Associates Inc's portfolio performed?
A portfolio copying Armstrong Henry H Associates Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +4.9% against +20.1%. Over 5 years: +7.8% a year against +10.4%.
When is Armstrong Henry H Associates Inc's next 13F filing due?
13F filings are due 45 days after each quarter ends. Armstrong Henry H Associates Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.