EdgeMarket › What Armstrong Henry H Associates Inc reported owning
What Armstrong Henry H Associates Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
981.4MPositions
61Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | 232.6M | 23.7% | 628.4K | 483.24 | -4.4% |
| unmapped CUSIP 084670108 | 196.8M | 20.1% | 274 | — | — |
| unmapped CUSIP 084670702 | 176.7M | 18.0% | 368.7K | — | — |
| JNJ JOHNSON & JOHNSON | 78.2M | 8.0% | 320.1K | 270.24 | +51.1% |
| MCO MOODYS CORP /DE/ | 62.9M | 6.4% | 144.1K | 503.32 | -2.3% |
| PG PROCTER & GAMBLE Co | 51.0M | 5.2% | 353.2K | 144.68 | -9.3% |
| GOOG Alphabet Inc. | 26.7M | 2.7% | 92.9K | 341.75 | +70.7% |
| UNP UNION PACIFIC CORP | 16.2M | 1.7% | 66.8K | 308.05 | +36.5% |
| AAPL Apple Inc. | 14.8M | 1.5% | 58.4K | 309.35 | +36.9% |
| APD Air Products & Chemicals, Inc. | 14.7M | 1.5% | 50.6K | 305.10 | +4.4% |
| FAST FASTENAL CO | 12.2M | 1.2% | 263.3K | 51.26 | +3.5% |
| ASML ASML HOLDING NV | 10.3M | 1.0% | 7.8K | 1,763.76 | +135.3% |
| KO COCA COLA CO | 9.8M | 1.0% | 129.1K | 91.10 | +28.9% |
| MDT Medtronic plc | 8.6M | 0.9% | 99.6K | 93.35 | +0.1% |
| GOOGL Alphabet Inc. | 7.0M | 0.7% | 24.5K | 344.82 | +73.0% |
| MA Mastercard Inc | 6.5M | 0.7% | 13.1K | 580.63 | -2.0% |
| ABBV AbbVie Inc. | 3.9M | 0.4% | 17.7K | 264.96 | +26.7% |
| HD HOME DEPOT, INC. | 3.6M | 0.4% | 10.8K | 335.61 | -16.5% |
| GE GENERAL ELECTRIC CO | 3.4M | 0.3% | 12.0K | 348.37 | +30.7% |
| SPY SPDR S&P 500 ETF TRUST | 3.1M | 0.3% | 4.7K | 765.72 | +20.0% |
| ADP AUTOMATIC DATA PROCESSING INC | 2.8M | 0.3% | 13.9K | 280.81 | -9.1% |
| NVDA NVIDIA CORP | 2.7M | 0.3% | 15.4K | 214.72 | +22.4% |
| RBA RB GLOBAL INC. | 2.6M | 0.3% | 27.0K | 87.02 | -24.4% |
| UBER Uber Technologies, Inc | 2.6M | 0.3% | 35.7K | 78.80 | -15.9% |
| PEP PEPSICO INC | 2.5M | 0.3% | 16.1K | 143.48 | -4.8% |
| AMZN AMAZON COM INC | 2.4M | 0.2% | 11.7K | 258.63 | +15.6% |
| GEV GE Vernova Inc. | 2.3M | 0.2% | 2.6K | 956.85 | +58.3% |
| J JACOBS SOLUTIONS INC. | 2.2M | 0.2% | 17.1K | 150.08 | +2.4% |
| V VISA INC. | 1.9M | 0.2% | 6.3K | 371.04 | +7.9% |
| ABT ABBOTT LABORATORIES | 1.9M | 0.2% | 18.4K | 116.64 | -11.9% |
| MMM 3M CO | 1.7M | 0.2% | 11.5K | 178.96 | +15.6% |
| VTI Vanguard Morningstar Total Stock Market ETF | 1.4M | 0.1% | 4.4K | 378.24 | +20.5% |
| XOM ExxonMobil Holdings Corp | 1.3M | 0.1% | 7.7K | 165.11 | +52.1% |
| TJX TJX COMPANIES INC /DE/ | 1.2M | 0.1% | 7.7K | 140.53 | +1.6% |
| WAT WATERS CORP /DE/ | 1.2M | 0.1% | 4.0K | 410.70 | +38.4% |
| COST COSTCO WHOLESALE CORP /NEW | 1.1M | 0.1% | 1.1K | 947.74 | -4.7% |
| DIS Walt Disney Co | 873.1K | 0.1% | 9.1K | 107.78 | -7.9% |
| ADSK Autodesk, Inc. | 831.4K | 0.1% | 3.5K | 253.82 | -12.1% |
| WMT Walmart Inc. | 790.9K | 0.1% | 6.4K | 103.70 | +1.1% |
| VO Vanguard Morningstar Mid-Cap ETF | 645.6K | 0.1% | 2.2K | 82.97 | +15.9% |
| MU MICRON TECHNOLOGY INC | 608.1K | 0.1% | 1.8K | 966.78 | +724.8% |
| GLW CORNING INC /NY | 605.1K | 0.1% | 4.5K | 149.84 | +132.0% |
| MKC MCCORMICK & CO INC | 588.3K | 0.1% | 11.7K | 55.41 | -20.7% |
| SCHW SCHWAB CHARLES CORP | 572.4K | 0.1% | 6.1K | 112.30 | +17.6% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 542.5K | 0.1% | 2.2K | 235.68 | -2.8% |
| EMR EMERSON ELECTRIC CO | 528.5K | 0.1% | 4.0K | 157.26 | +20.1% |
| VB Vanguard Morningstar Small-Cap ETF | 457.1K | 0.0% | 1.7K | 304.76 | +24.4% |
| PFE PFIZER INC | 432.3K | 0.0% | 15.4K | 28.07 | +10.6% |
| SHW SHERWIN WILLIAMS CO | 384.7K | 0.0% | 1.2K | 346.59 | -5.6% |
| CVX CHEVRON CORP | 326.5K | 0.0% | 1.6K | 205.27 | +34.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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